Podcasts about boardroom

Type of governing body for an organisation

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Leaders in the Trenches
The Inner Work of Leadership in Chaos with Nicholas Janni, co-author of Leading in Chaos

Leaders in the Trenches

Play Episode Listen Later Jul 23, 2026 25:31


In this episode, we're joined by Nicholas Janni, leadership coach and co-author of Leading in Chaos, for a thoughtful conversation about what it takes to lead effectively in times of uncertainty and constant change. We explore why inner work is essential for modern leadership, discussing the power of presence, focus, authentic connection, and letting go of the need to control what cannot be controlled. Nicholas shares insights from Leading in Chaos on how leaders can cultivate deeper listening, create space for honest dialogue, and remain grounded as technology continues to reshape the workplace. We also examine the importance of slowing down internally, embracing trauma-informed leadership, and seeking coaching, mentoring, and psychologically safe environments that enable leaders to process challenges with greater clarity, courage, and authenticity. Episode Highlights & Time Stamps 3:56 Why This Book Matters 4:49 Chaos and Uncertainty Rise 5:56 AI Cannot Replace Leaders 7:07 Writing Together, Stronger Voice 9:00 The Trap of Control 11:19 Speed Gives Way to Presence 13:44 Living in Flow 16:28 Looking Inside First 19:32 Trauma in the Boardroom 22:16 Stop Overthinking Leadership In This Episode, We'll Discuss ✔️Why presence is a greater leadership advantage than constant speed. ✔️How control and overthinking limit your effectiveness as a leader. ✔️Why AI makes human leadership more valuable, not less. ✔️How your inner mindset shapes your team's performance. ✔️Practical ways to lead with more clarity, trust, and authenticity. Key Takeaways ✔️Great leadership starts with awareness before action. ✔️High-performing leaders create space to think before they react. ✔️Real listening builds stronger teams than micromanagement ever can. ✔️Emotional intelligence is a competitive advantage in uncertain times. ✔️Sustainable growth begins with the leader's own development. ✔️The strongest leaders aren't the most controlling; they're the most present. How to Connect with Nicholas Janni: LinkedIn: Nicholas Janni https://www.linkedin.com/in/nicholas-janni/ Company Website: Leading in Chaos – to learn more about his work and platform https://www.amazon.com/Leading-Chaos-Leadership-Development-Transformational/dp/1917391854 Get In Touch with Nicholas: https://www.nicholasjanni.com/ Resources & Next Steps Ready to take your leadership energy to the next level? Explore free training and resources at https://training.coreelevation.com/ to help you identify energy leaks, strengthen your leadership presence, and elevate your team's performance.

The Dad Edge Podcast (formerly The Good Dad Project Podcast)
Why You're Surrounded by People and Still Alone featuring Marc Hildebrand

The Dad Edge Podcast (formerly The Good Dad Project Podcast)

Play Episode Listen Later Jul 22, 2026 62:35


This episode flips the script. Instead of Larry hosting, Marc Hildebrand, one of the top coaches in the Dad Edge Business Brotherhood, a 20-year LAPD veteran, life coach, and founder of Modern Leadership, sits Larry down and interviews him. The jumping-off point is a hard statistic: most men are lonely, and the majority don't have a single friend they could call at 3am. Larry opens up about the mastermind that changed his life eleven years ago, the "cost of doing nothing" question that got him to say yes, the BRAVE MAN system his Boardroom runs on, and the August 2017 morning his wife told him he was losing her. If you're a man who's surrounded by people but still feels alone, or a business owner pouring everything into work while the rest of your life drifts, this one is a roadmap.   Timeline Summary [1:02] – The loneliness statistic and why Larry isn't surprised it's that high [3:17] – Marc introduces Larry and the role-reversal format [7:04] – The first mastermind eleven years ago and mentor Aaron Walker [8:45] – Rusty relationships and why "fine, good, busy" keeps men shallow [10:03] – The $500-a-month invitation that sounded like snake oil [11:55] – The question that changed everything: the cost of doing nothing [13:45] – Sitting with the chills, imagining life a year out, and calling back in 12 minutes [16:24] – What pulled Larry to lean in instead of talking himself out of it [19:03] – "Show me your calendar and I'll show you what's important to you" [22:59] – Why it's never the business, it's the person running the business [25:41] – The BRAVE MAN system explained category by category [29:53] – Why the room, not just the strategies, is what gets men to change [30:52] – The black belt lesson: that's when the training actually begins [35:02] – Attracting your wife back to you instead of chasing [36:22] – The August 2017 morning Jessica said "you're losing me" [40:30] – Masculine and feminine energy, and helping your wife soften [44:11] – Inside the quarterly Goal Setting Intensive [47:19] – Why the Boardroom is only 20-25% about business [50:26] – Living an "and" life instead of an "or" life [52:36] – The Dad Edge core values, read in full for the first time [58:04] – Who the room is for, and how to join the intensive   5 Key Takeaways The Cost of Doing Nothing — When weighing an investment in yourself, the real question isn't the price. It's what your life looks like a year from now if you change nothing at all. It's Never the Business — Entrepreneurs blame the business for their disconnection, burnout, and lost health. The hidden truth is that it's the person running the business, and reactivity is the pattern to break. Attract, Don't Chase — Chasing your spouse reads as needy, desperate energy. Leading from a grounded, positive masculine presence lets her soften and pulls her back toward you. Set "And" Goals, Not "Or" Goals — You don't have to choose between growing your business and connecting with your family. The right question is how one could actually strengthen the other. The Room Is the Gold — Skills and strategies matter, but transformation happens in a room of trusted men who share wins in detail, hold public accountability, and call each other forward.   Links & Resources Episode page and all links: https://thedadedge.com/1515 Join the Dad Edge Alliance: https://thedadedge.com/join Dad Edge Boardroom Goal Setting Intensive (July 31, 8am central, 10 guest spots): https://thedadedge.com/goals   Enjoyed This Episode? If the "cost of doing nothing" question landed for you the way it landed for Larry, don't let it sit. Send this episode to a man who's surrounded by people but still feels alone, and ask yourself honestly who your own 3am call would be. If the show keeps showing up for you, follow, rate, and leave a review so more fathers can find these conversations.  

Fluent Fiction - Mandarin Chinese
Triumph Under Pressure: Wei's Bold Move in the Boardroom

Fluent Fiction - Mandarin Chinese

Play Episode Listen Later Jul 19, 2026 14:47 Transcription Available


Fluent Fiction - Mandarin Chinese: Triumph Under Pressure: Wei's Bold Move in the Boardroom Find the full episode transcript, vocabulary words, and more:fluentfiction.com/zh/episode/2026-07-19-07-38-19-zh Story Transcript:Zh: 炎热的夏天,阳光透过公司办公室的玻璃墙,把每个人的影子拉得长长的。En: On a scorching summer day, sunlight streamed through the glass walls of the company office, stretching everyone's shadows long.Zh: 魏正在努力为下午的重要客户演示做最后的准备。En: Wei was diligently making final preparations for an important afternoon presentation to clients.Zh: 她是公司里的中层经理,总感觉自己的才华被忽视。En: As a mid-level manager in the company, she often felt that her talents were overlooked.Zh: 魏希望这次能够通过成功的演示取得客户的合同,从而得到上司的赞赏和应有的认可。En: Wei hoped to secure the client contract through a successful presentation and thereby earn praise and deserved recognition from her superiors.Zh: 演示材料铺在会议桌上,但魏注意到有一个重要的文件不见了,这让她心头一紧。En: Presentation materials were spread out on the conference table, but Wei noticed an important document was missing, which made her heart race.Zh: 这时,威胁她信心的是张,一个总是持怀疑态度的高级经理。En: What threatened her confidence at this moment was Zhang, a senior manager who always had a skeptical attitude.Zh: 张常常对魏指指点点,对她的能力表示质疑。En: Zhang frequently pointed fingers at Wei and questioned her abilities.Zh: 魏咬着牙,不愿让张看到她的犹豫。En: Wei gritted her teeth, unwilling to let Zhang see her hesitation.Zh: 她叹了口气,决定向同事李求助。En: She sighed and decided to ask her colleague Li for help.Zh: 李是个乐于助人的人,总在需要时给予支持。En: Li was a helpful person who always offered support when needed.Zh: “别担心,”李微笑着说,“你已经准备得很好了,En: "Don't worry," Li said with a smile, "You have already prepared well.Zh: 我们一定能找到解决办法。”En: We will certainly find a solution."Zh: 两人合力将缺失的内容填补完整。En: The two of them worked together to fill in the missing content.Zh: 然而,魏心里还是七上八下。En: However, Wei still felt uneasy.Zh: 在客户面前,她必须表现得无懈可击。En: In front of the clients, she had to perform flawlessly.Zh: 然而,在演示过程中,魏惊讶地发现,有一些关键数据被张动了手脚,故意消失了。En: Yet, during the presentation, Wei was surprised to find that some crucial data had been tampered with and deliberately removed by Zhang.Zh: 就在那瞬间,魏深吸一口气。En: At that moment, Wei took a deep breath.Zh: 她知道这是证明自己的时候了。En: She knew this was the time to prove herself.Zh: 她决定依靠自己的记忆,自信地重新调整了自己的讲解节奏。En: She decided to rely on her memory, confidently adjusting the cadence of her presentation.Zh: 魏用流畅的言辞和锐利的分析赢得了客户的笑容和赞赏。En: With fluent speech and sharp analysis, Wei earned the clients' smiles and praise.Zh: 演示结束后,客户给予了热烈的掌声,魏的上司露出满意的微笑,对她竖起大拇指。En: After the presentation, the clients gave a warm round of applause, and Wei's supervisor smiled with satisfaction, giving her a thumbs-up.Zh: 魏心里松了一口气。En: Wei breathed a sigh of relief.Zh: 她成功了,不仅赢得了合同,也赢得了同事们的尊重和公司的认可。En: She had succeeded, not only winning the contract but also earning the respect of her colleagues and recognition from the company.Zh: 经过这次经历,魏意识到自己的价值,也学会了挺直腰板,不再让张这种人左右自己的自信心。En: Through this experience, Wei realized her own value and learned to hold her head high, no longer letting people like Zhang undermine her confidence.Zh: 她明白到,未来的路,会有挑战,但她已做好了准备去迎接每一个新的挑战。En: She understood that the road ahead would have challenges, but she was ready to face each new challenge.Zh: 办公室的玻璃墙外,阳光仍然明亮,魏的心情也如同天空一般开阔。En: Outside the office's glass walls, the sunlight was still bright, and Wei's mood was as open as the sky. Vocabulary Words:scorching: 炎热的diligently: 努力overlooked: 忽视talents: 才华recognition: 认可conference: 会议hesitation: 犹豫tampered: 动了手脚cadence: 节奏fluent: 流畅的sharp: 锐利的applause: 掌声relief: 松了一口气undermine: 左右colleagues: 同事superiors: 上司skeptical: 怀疑态度attitude: 态度pointed fingers: 指指点点support: 支持uneasy: 七上八下flawlessly: 无懈可击praised: 赞赏adjusting: 重新调整shine: 明亮confidence: 自信心challenge: 挑战preparations: 准备secure: 取得sigh: 叹了口气

Podcasting 2.0
Episode 265: Jihobbyist

Podcasting 2.0

Play Episode Listen Later Jul 17, 2026 101:51 Transcription Available


Podcasting 2.0 July 17th 2026 Episode 265 - "Jihobbyist" Slop or Not! Lightning or Frightening! Adam and Dave go deep with the Boardroom after a 2 week break ShowNotes ------------------------------------------------------------------------------------------------------------------------------------- 00 - PODPING GOSSIP-WRITER → PRODUCTION + INDEX PLUMBING ------------------------------------------------------------------------------------------------------------------------------------- 01 - THE OPEN INDEX TURNS UP INSIDE AN AI SCRAPER (SUNO) @js flagged it: a hack at Suno reveals the AI music generator used PodcastIndex to do its targeting — "with the help of an online tool called PodcastIndex, Suno identified 420,000 different podcasts that had at least five 30-minute episodes and sought to download roughly 1 million hours of podcasts." Board question: the Index exists to be "free, for any use" — and here "any use" is an AI company bulk-harvesting a million hours to train on. Is that the deal working as designed, or does anything change? A live test of the open-index ethos. Ties straight to the on-device/namespace fight below and to the spam/AI-slop lane — the same extraction pressure from three directions. Hack reveals Suno scraped via PodcastIndex (404 Media) ------------------------------------------------------------------------------------------------------------------------------------- 02 - ON-DEVICE AI vs NAMESPACE TAGS — "DIDN'T YOU INVENT THE NAMESPACE?" Your own post set it off: Adam — Apple in talks to run a startup's compressed AI models on-device (PrisMML) — "More fodder for on-device features vs new tags." The core board fight of the week.

On The Whorizon
Ep 193: The Boardroom Is Live! Why I Built It, How It Works and What Happened in the First 2 Weeks

On The Whorizon

Play Episode Listen Later Jul 17, 2026 23:05


In episode 193 of 'On the Whorizon' SWCEO founder and host MelRose Michaels , a 14+ veteran in the adult content industry, shares what she wishes had existed when she was figuring it all out alone. Today, she pulls back the curtain on The Boardroom, her new paid closed community for adult creators who want to stop operating alone and start running their business like a CEO.She walks through exactly why she built it, how the weekly accountability loop works (live calls, test tracking, private check-ins and personal coaching) and what happened inside in the first two weeks since soft launch. Real results from real founding members. If you've ever felt like you're building this business completely alone, this episode is for you.

We Are, Marketing Happy - A Healthcare Marketing Podcast
Speaking Boardroom: How to Pitch Marketing Metrics to the C-Suite

We Are, Marketing Happy - A Healthcare Marketing Podcast

Play Episode Listen Later Jul 17, 2026 10:13


There's a reason marketing budgets are the first thing cut when a health system hits a hard quarter, and it's not because the work isn't valuable. It's because most marketing leaders are presenting their results in a language the C-suite doesn't speak.In this week's episode, Hedy & Hopp CEO & Founder Jenny Bristow gets into the specifics of how healthcare marketing leaders can walk into a board meeting and command the room — by ditching the marketing metrics and picking up the financial ones. Here's what's covered:The Three Financial Metrics the CFO Actually Cares About: Patient Acquisition Cost by service line replaces cost-per-lead with something the board can actually act on, like a precise price tag for bringing a new patient through the doors of a specific clinic. Contribution margin takes it a step further, showing the revenue generated by marketing-driven patients after accounting for the variable costs of their care. And service-line ROAS, broken down by high-margin procedures like cardiology, orthopedics, and neurology, replaces blended averages with numbers that actually mean something to a CFO. The shift in language is everything.Building the Executive-Ready Dashboard: The golden rule of board presentations: if a slide takes five minutes to explain, it's already lost. The three-column framework simplifies everything: the input (marketing spend by service line), the output (EHR-verified new patient encounters), and the impact (contribution margin and estimated lifetime value). Anchor it to your organization's current strategic plan and your dashboard becomes a strategic alignment tool.The Defensive Play — Framing the Cost of Inaction: The most powerful thing a marketing leader can do when budgets are on the table is reframe the conversation. A 20% budget cut isn't "saving money,” it's ceding market share to the competitor down the street. Show the historical correlation between reduced ad spend and the downstream drop in high-margin elective procedures, and give leadership a real choice: "We can reduce spend by 20% to hit this quarter's cost-cutting goal, but our models show this will result in a $150k drop in surgical contribution margin next quarter."Connect with Jenny:Email: jenny@hedyandhopp.comLinkedIn: https://www.linkedin.com/in/jennybristow/If you enjoyed this episode, we'd love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Lessons from the Links: From Golf Pro to $5B Family Office Partner

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

Play Episode Listen Later Jul 16, 2026 43:02


With Constantine Hatzivassiliou—Partner, Certuity Golf taught Constantine Hatzivassiliou how to perform under pressure. Building a nearly $5B multi-family office taught him that the best advisors become the first call when life, not just the markets, gets complicated. In Summary Many advisors spend years mastering investments, but for affluent families, portfolio management is often just the starting point. Jason Diamond welcomes Constantine Hatzivassiliou, Partner at Certuity, to discuss how his journey from aspiring professional golfer to leader of a nearly $5B multi-family office shaped his approach to client service. Their conversation explores why trust is earned long before a crisis, how family office services evolve naturally from client needs, and why the advisor's role increasingly resembles that of a quarterback coordinating every aspect of a family's financial life. The discussion also examines organic growth, referrals, fiduciary advice, private equity's impact on the RIA landscape, and the qualities that allow advisors to become indispensable over decades—not just market cycles. The Storyline Many advisors spend years perfecting investment management. But as clients become more successful, the job changes. The questions become bigger than portfolio construction. A business is being sold. A family dynamic shifts. A tax issue emerges. An estate plan needs updating. Suddenly, the advisor isn't simply managing assets—they're coordinating decisions, relationships, and emotions. For Constantine, that broader role was shaped long before he entered wealth management. As an aspiring professional golfer, he learned lessons about discipline, preparation, and performing under pressure that continue to influence how he serves clients today. Jason and Constantine explore how Certuity grew from approximately $210 million in assets to nearly $5B, not through acquisitions but through referrals and a service model built on becoming indispensable to the families they advise. Constantine explains why he believes the best advisors function more like quarterbacks than portfolio managers, orchestrating the many moving pieces that come with significant wealth. The conversation also examines the evolution of the multi-family office model, the role of fiduciary advice, the impact of private equity on the advisory landscape, and why experience, judgment, and trust remain the qualities clients value most. Ultimately, this episode is about what it takes to become the first call when life – not just the markets – becomes complicated. Topics Covered Lessons from professional golf that translate to wealth management Building Certuity from $210mm to nearly $5B in assets What distinguishes a multi-family office from a traditional RIA Why referrals fuel long-term organic growth Becoming the “first call” for affluent families Fiduciary advice and the evolution of the advisory profession Family office services beyond investment management Private equity and M&A in the RIA space Developing the next generation of advisors Trust, relationships, and lifetime client service > Download a transcript of this episode… Listen and Learn Highlights for Advisors How did professional golf prepare Constantine for advising wealthy families? (3:45) Constantine explains why competing under pressure taught him discipline, emotional control, and process—qualities that now guide every client relationship. How did Certuity grow from $210 million to nearly $5 billion? (8:00) He shares why nearly all of the firm's growth has come organically through client referrals rather than acquisitions or aggressive recruiting. What separates a multi-family office from a traditional advisory firm? (11:45) The conversation explores how expanding into trust, estate, tax, and family office services became a response to client needs—not a business strategy. Why should advisors think of themselves as quarterbacks? (20:00) Constantine recounts a client business sale that fell apart at the closing table and explains why advisors often become the person holding everything together. How does Certuity view private equity and acquisitions? (36:20) Jason and Constantine discuss when outside capital can make sense—and why Certuity has chosen a different path centered on client alignment. Why do wisdom and experience still matter in an AI-driven world? (29:30) Despite advances in technology, Constantine argues that judgment, trust, and perspective remain the qualities affluent families value most. Key Takeaways High-net-worth clients increasingly value coordination, judgment, and perspective over investment selection alone. Family office services often evolve naturally as advisors respond to increasingly complex client needs. Sustainable organic growth is rooted in trust, which explains why referrals account for the overwhelming majority of Certuity's new business. Golf and wealth management share the same disciplines: preparation, emotional control, patience, and executing under pressure. The most valuable advisors become trusted partners during life's defining moments—not simply portfolio managers. Technology continues to reshape wealth management, but experience and wisdom remain difficult to replicate. Building a lasting advisory business requires investing in culture, succession, and the next generation of talent. https://youtu.be/m72Hq6bMTo4 Quotable Moments “The best advisors aren't simply managing portfolios. They're the first person clients call when life gets complicated.” “A bad shot in golf is the equivalent of a bad day in the market. You can't let one dictate everything that comes next.” “More often than not, we're not just financial advisors—we're financial therapists.” “Growth gets the headlines. Trust is what makes it possible.” FAQs What is a multi-family office? A multi-family office delivers integrated services beyond investment management, often coordinating tax, estate planning, philanthropy, business planning, and other complex financial matters for affluent families. Why has Certuity grown primarily through referrals? Constantine attributes the firm's growth to deep client relationships, a collaborative service model, and becoming the trusted advisor clients recommend to others. How does golf relate to wealth management? Golf reinforces discipline, emotional control, preparation, and performing under pressure—all qualities Constantine believes are essential for effective advisors. What is Constantine's perspective on private equity in wealth management? While he understands why many firms pursue private equity, he believes every strategic decision should ultimately be measured against what best serves clients. What qualities distinguish exceptional advisors today? According to Constantine, exceptional advisors become trusted coordinators of a client's financial life—bringing together specialists, solving problems, and providing perspective during life's most important moments. A multi-family office delivers integrated services beyond investment management, often coordinating tax, estate planning, philanthropy, business planning, and other complex financial matters for affluent families. Constantine attributes the firm's growth to deep client relationships, a collaborative service model, and becoming the trusted advisor clients recommend to others. Golf reinforces discipline, emotional control, preparation, and performing under pressure—all qualities Constantine believes are essential for effective advisors. While he understands why many firms pursue private equity, he believes every strategic decision should ultimately be measured against what best serves clients. According to Constantine, exceptional advisors become trusted coordinators of a client's financial life—bringing together specialists, solving problems, and providing perspective during life's most important moments. Related Resources Emotional Intelligence: The “Untouchable” Differentiator in an AI World Intentional Growth: How Top Advisors Build Businesses That Last The 10 Characteristics of the Most Successful Teams Constantine HatzivassiliouPartner  Constantine Hatzivassiliou is a Partner at Certuity, a nationally recognized multi-family office serving affluent families, entrepreneurs, executives, foundations, and endowments. He advises clients on the complex financial, tax, estate, and business planning decisions that accompany significant wealth, helping families coordinate all aspects of their financial lives through a comprehensive family office approach. Drawing on more than two decades of experience, Constantine works closely with successful business owners, corporate executives, and multi-generational families to simplify financial complexity and align investment management, tax planning, estate planning, philanthropy, and family governance strategies. As a Certified Exit Planning Advisor (CEPA®), he frequently assists entrepreneurs in preparing for liquidity events, business transitions, and the long-term stewardship of family wealth. His clients often view him as a trusted advisor and strategic sounding board, helping them navigate important financial decisions with the perspective of both a family office professional and a coach. Prior to joining Certuity, Constantine held advisory and banking positions with The Bank of New York Mellon, Bernstein Global Wealth Management, and Pacific Mercantile Bank. Before entering the financial services industry, he was a Golf Professional and member of the PGA of America, experiences that continue to shape his disciplined, competitive, and relationship-focused approach to advising clients. Outside of his professional responsibilities, Constantine is passionate about mentoring young athletes and strengthening the communities in which he lives and works. He serves as a Board Member of Coerfontaine Football Club (CFC), a premier youth soccer organization focused on developing young athletes and helping them pursue collegiate and professional opportunities while fostering leadership, discipline, and character. He also serves as Chair of the Safety and Security Committee for Parkland, where he works alongside community leadership to enhance resident safety, security, and quality of life. In addition, Constantine is a Founding Board Member of The Boardroom, a private membership organization focused on fostering meaningful relationships among business leaders, entrepreneurs, and professionals through networking, education, and philanthropy. Born in Greece, Constantine spent his childhood in Montreal before relocating to South Florida. He attended the University of Florida before earning a Bachelor of Arts in Economics from Florida Atlantic University, where he graduated with honors. He holds the Certified Exit Planning Advisor (CEPA®) designation. A lifelong student of the game, Constantine remains active in golf and is a member of Muirfield Village Golf Club, founded by his longtime  hero and mentor, Jack Nicklaus, as well as Parkland Golf & Country Club. Constantine resides in Parkland, Florida, with his wife, Stephanie, and their two children, Nicholas and Olivia. 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. Episode Transcript Lessons from the Links: From Golf Pro to $5B Family Office Partner A conversation with Jason Diamond and Constantine Hatzivassiliou, Partner at Certuity. Jason Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Lessons from the Links: From Golf Pro to $5B Family Office Partner. It’s a conversation with Constantine Hatzivassiliou, partner at Certuity. I’m Jason 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 $1 billion 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. Jason Diamond: Golf is a way of exposing who you really are, there are no teammates to blame, no clock to run out and no hiding from a bad decision. Every shot demands discipline, patience and the ability to stay focused when the pressure is highest, my guest today knows that firsthand. Before becoming a partner at Certuity, a multifamily office approaching five billion in assets, Constantine Hatzivassiliou was pursuing a career as a professional golfer. An injury ultimately redirected his path towards wealth management but many of the lessons he learned on the course still shaped the way he serves clients today. Certuity has grown from roughly 210 million in assets to nearly five billion, that’s impressive on its own but the more interesting story is how they’ve done it. The firm has grown largely through referrals built around a multifamily office model and focused on becoming far more than an investment advisor to the families it serves. In Constantine’s view, the best advisors aren’t simply managing portfolios, they’re the first person clients call when a business is being sold, a family issue becomes complicated or a major decision carries consequences well beyond the balance sheet. Constantine and I discuss the lessons golf teaches about handling pressure then we dive into the evolution from the traditional wealth management world to the multifamily office model, why referrals drive nearly all of Certuity’s growth, how he thinks about private equity’s influence on the advisory business and what it takes to become the first call for the wealthy families they serve and perhaps, most importantly, why the same qualities that help someone succeed on a golf course may be surprisingly relevant to building trust over a lifetime. It’s a great conversation so let’s dive in. Constantine, thank you so much for joining, thrilled to have you here. Constantine Hatzivassiliou: Thank you for having me, excited to be here. Jason Diamond: Yeah, absolutely. So, you had an unconventional path to wealth management, you started as a professional golfer, I think that’s a first for us on this show, before ultimately transitioning into this world. Can you tell us a little bit about the journey and what brought you here? Constantine Hatzivassiliou: Yeah, I never thought I’d be here, my parents were certainly shocked that I got here path wise. Growing up, immigrants from Greece, you settle into Florida the traditional way where you either go down the diner route or the gas station route in mechanics which my father was the latter and school and education was never priority, it was always about supporting the family needs. So, next thing you know, sports are a critical part of any good household, that’s how I was raised and I played everything but golf. I grew up on a golf course because my parents believed that a location of a property was critical to long-term financial success. We lived on a golf course, it was in our backyard, we’d stare at it and we’d use it to play football or baseball or anything but actual golf. And my freshman year at the University of Florida, I started dating a girl on the golf team and she got me hooked to the point where, after four years of hitting balls with the women’s and men’s golf team at the University of Florida for six hours a day, we finished school and realized I’m actually pretty good at the game and, while I have a finance and economics background and degree, let’s try and pursue this for a living and I was blessed. I had a sponsor who helped me succeed at golf on a small scale, it was a humbling experience to say the least. I was competing and playing with Sean O’Hair, Ken Duke, guys who made it out on tour for a very long time, we had the same sponsor so we functioned as a team, it was a collegiate team effectively trying to make it out on tour. And, unfortunately, my second year of competing, I blew out my back doing heavy deadlifts which set me aside for 18 months. While I was recovering, my primary sponsor was in financial services and says, “Hey, you have a background in this, it’s killing you not being able to be on the golf course, why don’t you come work for me while you’re rehabbing so that, when you get back to playing golf, it’s easier for you to talk about our business as a sponsor to try and develop business to throw it to the financial services side?” And Jason, the reality is, after 18 months working there, I fell in love with it. I made way more money working in that environment than I ever would’ve made playing golf because, again, I came to the game late. I was decent but I was nowhere near the caliber of players that are succeeding now out on tour. So, I pivoted after having met my wife and decided to settle down into the wealth management space and, what is it now, 26 years later, going strong. So, it’s been a fun transition from golf into wealth management to say the least. Jason Diamond: Probably my favorite background … I watch a lot of golf, I should caveat that, probably my favorite origin story we’ve had, I’ll give you the Wanamaker trophy or whatever you get, first place. Let’s talk about the business now, so Certuity. For our audience who may not be familiar, tell us a little bit about the firm, what types of clients do you serve and any context you can provide on size as well. We’ll talk about how your firm got there but just give us where we are today to start with. Constantine Hatzivassiliou: So, goal by the end of the year is to have $5 billion in AUM, we’re just shy of that now. We currently service 428 families across the country. So, we’re boutiquey and nimble, we’re based in South Florida, we have offices in New York, San Fran and LA. I’m fortunate to be one of four partners at the firm supporting the growth and the direction of the company and it’s a fun endeavor in the sense that, when we first started, I was employee number four 16 years ago and, with 210 million in AUM at the time to grow it to where we are today, to learn all the things that we have over the years, the curve balls that were thrown at us because all of us came from massive institutional wealth management firms. So, we transitioned from the Bernsteins of the world, the BNY Mellons of the world into an RIA in the South Florida market, there was absolutely an entrepreneurial learning curve involved. Jason Diamond: I bet. And on follow-up question, 16 years ago, did you have a book of business, client business and do you still maintain a book of business today? Constantine Hatzivassiliou: I do. The four of us at the firm share in all of the clients, we work together. Being in the Southeast, I’m responsible for, let’s call it, the Southeast demographics of the US which is a large portion of Certuity’s book. I have a partner in Tennessee, I have a partner in LA and San Francisco and we divide and conquer across the country. But, yes, we came over with a small book, we’ve all grown it organically since then. So, we’ve been very effective in how we’ve grown. Jason Diamond: Just from adding new client money? Constantine Hatzivassiliou: Strictly through new clients referred to us by existing clients. Jason Diamond: Wow. I want to talk more about the growth because that’s remarkable. But before I do, can we double click on the service model? So, I would say the most typical we hear, I think more of our guests typically come from the wirehouse world where it’s I have my book, you have your book. What does your service model look like? So, is it truly, if it’s working well from the end client perspective, you should be interchangeable with your partners and it’s a true team approach? Constantine Hatzivassiliou: How we engage our clients, the theory should be I can get hit by a bus tomorrow and outside of the client not being able to speak to me directly, they will not have a hiccup in any way, shape or form. And when we’re dealing with families across multiple generations, the way we’ve built our platform, that continuity is critical in the engagement process for the clients hiring us to help them through all of the challenges that they face. Jason Diamond: What’s your sweet spot in terms of client size? Constantine Hatzivassiliou: Our average client size today has just shy of eight million AUM with us. We have some clients who have $1 million certainly but they’re strategic in that their friends, their family, they could be centers of influence who help send business our way because they value what it is that we do and there’s a strategic partnership because we might need them for their trust and estate services or their accounting work and they have clients who have a need and we’re on the short list of people they refer to. Jason Diamond: That they trust. Yeah, makes sense. So, I’ve seen this in the news and also even on your own internal materials, I’ve seen you described as both a modern multifamily office, you’ll also obviously hear the term RIA as well. Does that distinction matter at all? And maybe my second part of that question would be what is the distinction between that space, whatever you call it, and the more traditional firm world from a client service perspective? You mentioned that all of your partners from that world. Constantine Hatzivassiliou: I started in this industry truly at an institutional level at Bernstein in New York and, for anyone who knows Bernstein, they really do brainwash you on the fiduciary model and the values affiliated with that philosophy has translated through my career at BNY Mellon which has a very similar feel as Bernstein. And then, when we came here, we instilled that same core value principle of fiduciary responsibility for our clients so we are very different than a traditional wirehouse or brokerage house, it is why we’ve grown so successfully. I would never, one, work for an institution that did bide by those standards and, secondarily, I wished Congress and Senate would turn around and actually implement a mandatory fiduciary liability for all financial advisors because, far too often, we see prospective clients or families get taken advantage of because the individual sitting across from them giving them financial advice is not necessarily aligned with their goals and objectives. Jason Diamond: So, I take it you are fee only. Constantine Hatzivassiliou: We are fee only. Jason Diamond: Yeah. I don’t want to lose the thread on the first part of my question. Do you think there is a distinction between a multifamily office and an RIA? I don’t want to lead you here but to me it implies a different level or different caliber of service model that probably includes more of the ancillary trust and estate and CPA type stuff that higher network clients need but curious what your thoughts are. Constantine Hatzivassiliou: Our first seven years at the firm, we were strictly an RIA, we functioned as an advisory service provider to our clients. What attracted me and my partners to Certuity was the nimbleness of the firm. So, for instance, at BNY Mellon, we often deemed a change necessary as moving an aircraft carrier across the world but it was an impossible task to accomplish. But when you’re small and nimble and clients come to you with a need and you’re in the service, ultimately, first and foremost, it made sense for us to start building out family office services for our clients because they had a need and we found it as a way to centralize everything because, far too often, when the communication standards break down between all the individual parts, one, it’s more expensive for the clients and, two, the process isn’t efficient, things get missed. So, we tried, largely due to our growth, to bring everything in house and our clients appreciate that for it. Jason Diamond: So, this is not a chicken and egg situation, this is very much we had large clients, we were attracting large clients and, in order to service them optimally, here’s what we felt we needed to build. Is that fair? Constantine Hatzivassiliou: 100%. Jason Diamond: Let’s shift gears, I need to go deeper on the professional golf thread a little bit. I promise I won’t make the whole interview about your golf background. I’m curious if you feel like that experience or that, I don’t know, upbringing or, I guess, background laid any foundation for the way you engage with clients today or the way you operate as a business leader today. Constantine Hatzivassiliou: So, there’s a couple parts to that. The golf side, certainly, just from an engaging client perspective, 90% of our clients are golfers. Jason Diamond: It’s very true. Constantine Hatzivassiliou: Right. It just helps because of our background and certainly with some of the clients and partners that we have at the firm, golf is a critical thread in what we do. However, when it comes to golf, what I learned playing golf at a high level directly translates to how we manage money for clients and I’ll express it this way. There’s generally two types of golfers, there’s the artist, the Sergios of the world who don’t fundamentally function off of specific points in their swing or a very structured platform, they see something, their mind becomes creative and they execute on it. I was never that way, I am a numbers person, I think everything analytically, I break everything down to the minute, everything is strategized and organized, I was taught to practice that way by Coach Alexander at the University of Florida and that foundational element seemed easy, it worked. If you practice properly, you’ve succeeded. Under pressure, all those hours and hours of repetition translated to success more often than not. In our industry, it’s process-driven, it has to be unemotional. A bad shot in golf is the equivalent of a bad day in the market, you can’t let one bad day in the market influence everything you do for the next year. Same way on the golf course playing in a tournament, you can’t allow one golf shot to affect the rest of the round. We kid with our clients oftentimes that, while we are fundamentally their financial advisor, more often than not, we’re their financial therapist. We have to control their emotions and make sure they’re not making an irrational decision. For instance, a couple days ago we were out with a client the day that Iran shot down one of the US military helicopters and we’re sitting down at lunch and, all of a sudden, his phone starts blowing up because he’s getting all these Google alerts to the market heading in the wrong direction and he had to go do a life insurance test later on that afternoon. So, all week, he had prepped and he was calm and he was relaxed, he was really excited, he’s, “My wife is setting me up with a new insurance policy and I know it’s for her benefit but all my numbers look good, I’m going to ace this and my premiums will be really low because of it,” it was a $25 million policy. And as he’s looking at his phone and he sees the market collapsing in his mind, his blood pressure rose to no end, you could see that his anxiety level went through the roof and, had I not been there with him at the time to hold his hand through that process, his afternoon would’ve been shot. I would’ve got a phone call saying, “What are we doing to prevent 2% loss in my portfolio,” because that’s how he thinks and, in that moment, I was the therapist to talk him off a ledge. It’s so hard for individuals to manage the stress of the markets, that golfer mentality of, okay, just breathe, relax, let’s see what’s going on, let’s make an educated, confirmed decision, let’s circle back with our caddy if we’re on tour and competing and make a unified decision for the long-term success of the goal that we’re trying to achieve. And what we do every day is the same thing with our clients. Jason Diamond: It’s an incredibly thoughtful answer, I expected a version of the latter part of your answer. I appreciate that you added the part about just most clients like golf, enjoy talking about golf, enjoy playing golf and it’s an effective business development tool, there’s no question. Constantine Hatzivassiliou: So, I have two kids, a 12-year-old and an eight-year-old, my son who’s 12 who’s an exceptional soccer player and wants to, aspires to play professionally one day has now fallen in love with golf which I’m ecstatic about. I think golf and tennis, from a business development perspective- Jason Diamond: Yeah, lifelong sports. Constantine Hatzivassiliou: And I look at it now and my mentor when I started in the business was absolutely right. The fact that I could get a CEO of a Fortune 100 company to want to actively spend four hours with me where we could dive into the weeds about their personal life, their financial situation, their business, you could never get that time otherwise. I urge everyone who’s coming out of college or is going into college who wants to aspire to be in any type of sales related role, golf is a great venue to make long-term relationships. Jason Diamond: And importantly, tennis is not as good on the knees long-term or the back long-term. So, you stick to golf, you get a little more longevity out of it. Constantine Hatzivassiliou: It does help, yes. You’re right. Jason Diamond: My thought always goes to people call it the 15th club in golf, just this mental element of the game and to me it’s the clear moment in golf that always comes to mind for me is the 72nd hole. I don’t know if you just watched the US Women’s Open but Nelly Korda standing over a two-foot putt that I really thought she missed, is there an equivalent of that moment? Are you ever able to recreate that pressure in your current role or is that something that you miss? Constantine Hatzivassiliou: Jason, we have those moments weekly, countless stories. Here’s where I love my job. I’ve transitioned from being the guy behind the screen who is just trading accounts, that’s where we all start and you have to have that foundational perspective of what’s involved in trading an account on a daily basis. Not that we ever picked stocks to an extensive level, we were generally managing ETFs, mutual funds and strategies but I’ll give you an example. So, just last week, we had a family and this is where the family office side comes in more so than the financial advisory services come in. We had spent four months in helping a family sell their business, it was a life altering moment, the dad started the business, the dad had been independently successful, net worth of well into eight figures, was happy and content, brought his son into the business, son was brilliant, saw an opportunity within the business and grew the business by 4,000%. Jason Diamond: Literally? Constantine Hatzivassiliou: Yup. All because of this, the son saw a different direction and pivoted the business and grew it out and here he is, getting ready to have their first child and he gets approached by a firm to acquire his business. They’re ecstatic, the number was perfect, I thought it was overvalued, I was telling them that there’s no way they could turn it down because the number was too significant. Had they gone to the market, they would probably never achieve that level of return. And literally, the day of closing, as we’re expecting the wire to come through, the deal gets pulled. So, here you have the father who’s crushed because he was trying to provide something for his son, the son who’s just devastated because he now was preparing for the second stage of his life and you go through at that stage the classic stages of grief, it’s the cycle that goes through it. I was holding their hand through the three-month process up to there, every day, hourly calls, strategizing, building everything out, organizing the accounting team, organizing the attorneys, getting it all to work out. And here I am, father and son, unbelievably stressed, you have the wives in the background who can’t quite comprehend what’s going on, you have employees beneath them who are now confused as to there was a transition getting ready to take place and the only person who can step in under that critical moment to bring everybody back together was me. So, here I am thinking, 20 years ago, I’ll just pick stocks and bonds for individuals but now I’m in the middle of deal flow trying to help a family solve the issues that arise. So, those are hugely critical- Jason Diamond: Yeah, that’s right. Constantine Hatzivassiliou: …moments where, because our clients are our friends and family, we care for them like they’re our own, you become emotionally attached. And the same pressure that I felt when I won my first mini tour event after college, when I had to get up and down from the impossible bunker shot and I hit it to six feet and I made the crucial put to win my first $23,000 check which I thought was unbelievable, they gave you those big old-fashioned- Jason Diamond: The Happy Gilmore checks. Constantine Hatzivassiliou: Exactly, right? It was the greatest day at that time. The stress of being in that bunker trying to hit that shot is the same stress I felt having two phones ringing, one the father, one the son where we have to keep that situation separate. So, you’re diving into unbelievably stressful situations and the best part is, when we get it all solved and literally yesterday we solved the entire dynamic of the business, I get a text from the son saying that this was the most incredible rollercoaster experience he’s ever experienced, that he’s incredibly grateful for all that I did and our team did for him and that, for the rest of his life, we will always be the first person he calls to solve any of his problems. So, for us, that’s the recreation of that stressful moment and then the victory on the back end. Twenty-five years ago, I got the big Happy Gilmore check. Yesterday, I got that text which I’ve printed out and framed and have it in my office as a constant memory of why it is we do what we do. Jason Diamond: And I would bet that’s more impactful than the $23,000. It’s an incredible story and I’ll tell you why, you said it but it’s as far away from stocks and bonds as you could possibly get. But I think, most advisors, a story like that resonates much more. It leads into my next question. You intentionally choose to service a high net worth segment of the market and I would assume that number’s probably creeping up, not down over time in terms of who you service. My thought is that’s a very competitive segment of the market as well. Is this how you differentiate is just you make it about those types of human examples or is there more to it? Constantine Hatzivassiliou: I’m envious of the advisor who could walk into a room of 200 people and they become the central focal point of the room where they can walk up to every single person and fearlessly ask them incredibly personal information, I’m not wired that way. For me, I’m very much the individual that I will find the one person that I have common ground with, I will deepen that relationship and I will add value and, because of the value that I create, I become a critical component of that individual’s success. And that’s how we’ve grown our business holistically at the firm largely buy that extra layer of service. We’re a commodity business. Being in South Florida, the clubs that I belong to, 10 to 15% of the members feel like they’re financial advisors. You could throw a rock anywhere and find a financial advisor so how do I differentiate myself? The only way I can truly differentiate myself and my firm is the level of service we provide, to go that extra step. To where, when we’re calling a client, they know I’m calling them to support their needs not because I’m seeking something for any ulterior motive. Jason Diamond: But you don’t mention financial planning or investment management or asset custody. Is that because I assume just that’s table stakes? Of course we do that but … Okay, yeah. Makes sense. Constantine Hatzivassiliou: That’s the easy part, right? That’s foundationally … And to your earlier point, you were asking the RIA model. One of the biggest challenges that we had down here in South Florida was the RIA model is new. If you were in the northeast, RIAs are very common, out west, incredibly common. Down here in South Florida, I just finished dealing with Bernie Madoff. Jason Diamond: You were fighting the good education fight a little bit. Constantine Hatzivassiliou: At Bernstein, 108 of our clients had assets with Bernie Madoff. Jason Diamond: Yeah. Constantine Hatzivassiliou: So, when you leave, one of our biggest growing curves as an RIA in South Florida was, when you leave the power of BNY Mellon or Bernstein and you’re some random little shop called Certuity, no one knows who you are. So, there was a big part of our education in the business was learning how to educate clients and prospective clients on the value of the RIA model and the fiduciary model in particular. Jason Diamond: Could you give me the 30-second answer to that if somebody says who are you, your prospect? I’ll tell you why I ask. Forget just Bernstein’s and BNYs of the world, a Morgan Stanley advisor or Merrill advisor has the exact same fear. I’m leaving Merrill to go launch Jason Diamond Wealth Management, my client’s going to say, “Well, who is that?” So, give me the quick pitch. Constantine Hatzivassiliou: Your typical broker, let’s say, you’re not really hiring JP Morgan, you’re not really hiring Wells Fargo, you’re not hiring Goldman Sachs, you’re hiring the advisor who works for that institution. Now, yes, that advisor has the Rolodex of data and information available at the firm level but, ultimately, you’re entrusting that individual to make your decisions for you. The broker who leaves the brokerage model to open up their own brick and mortar operation has to then decide are they continuing down the wirehouse brokerage model where they’re transactional in nature, the economics behind that, far more profitable. The revenue streams affiliated with a brokerage house drastically blows us out of the water. But then you have to also look at yourself in the mirror so how are you running your book of business, how are you running your practice. So, to answer your 30-second question, the RIA model, in my opinion, is truly the only way any family of wealth should proceed with an advisory firm because you want an individual who is aligned in your goals and objectives. Our clients know that I’m their chief financial officer, I work for them. They task us with building out a financial strategy that is customized to their individual needs and they never have to worry do I have an ulterior motive as to why I’m presenting an option in that strategy. And, because of that, the fiduciary model, I think, is critical for our success as a firm and, again, as I mentioned earlier, I wish it’s something that was industry well and not the vast minority. Jason Diamond: Yeah. No, that’s a great answer. So, do you think then that, as time has gone on, this has gotten easier? I assume the answer is yes either because more clients are aware of your brand and/or more aware of the space as a whole. Constantine Hatzivassiliou: The first thing that helped the most was some gray hair. When I started at Bernstein, I attempted to solicit new clients very much the same way I do today. But when I was 26 years old and I’m sitting in front of a family worth and the dad was in the 70s and he lived his life and I’m younger than his kids, he would look at me and say, “What do you really know? What experience do you have?” So, doing this now for as long as I have, the number one thing that has helped me the most in growth is just wisdom and time. Without that, yes, you can be a rockstar stock picker. We have so many kids coming out of college today with the advent of AI and technology that have algorithms that could run unbelievable portfolios and there is a segment of the market who wants to hire and engage those individuals but, generally speaking, the families that we service, that is 10th or 12th on the list of importance. Jason Diamond: No, I think that’s spot on. I think most high net worth clients counterintuitively agree with that, that alpha, for lack of a better term, is really not the name of the game or not in the top five reasons why you would engage with a financial advisor. Constantine Hatzivassiliou: Agreed. The biggest thing that we’ve been doing to educate clients especially in today’s environment, I had a call yesterday with an individual, a client who lives in New Jersey who works out of New York for a hedge fund, he knows our space incredibly well. He’s one of those kids, 28 years old, brilliant, as smart as you’ll ever be but his tax bracket is atrocious. He is paying so much of his W-2 income in taxes and building out a strategy that can reduce his tax liability by several hundred thousand dollars a year far exceeds any alpha I can generate by picking a top decile performer. Jason Diamond: What was the strategy? Move to Florida? I’m just kidding. Don’t answer that. Constantine Hatzivassiliou: We offered that but, unfortunately, he has to be physically in the office in New York City but yes. Jason Diamond: I think that will resonate, by the way, your gray hair comment. I appreciate the humility and the modesty in that because, the reality is, one of the questions I was going to ask you about was next-gen talent cultivation. In my opinion, this is a hard game for younger folks for that reason. People sit across from other people with a lot of money and they say, “Why am I going to entrust you with my life’s work when you just don’t have that degree of experience?” I was asking more even about your firm success and your firm story, have you felt like that’s caught on more? Do you have more brand awareness, if you will, now when you go to a prospect meeting or do you think you’re still constantly fighting that education fight? Constantine Hatzivassiliou: So, first part, brands, it’s improved in our immediate network. In our little bubble of the world, yes, it’s known. Let’s call it, in South Florida the influential attorneys, the accountants, the divorce attorneys know who we are because, having been down here long enough, we’ve had opportunities to work together. Our network of friends, certainly, the word spreads. But in the grand scheme of things, we are so small in the South Florida landscape or the LA landscape or the New York landscape so any incremental gain that we pick up is meaningful. And then, as it relates to young talent, our success is completely, long-term, derived by the young talent that we bring in to nurture them to help them grow. I look at our success, two of our critical mentors and board members of our firm are in their 80s, their children and grandchildren, nepotism aside, whether it was interning while in college or coming to work for us after school, they’re our best employees. And our goal as a firm, just like how I was offered the opportunity to become a partner and own a piece of the business, our goal long term will be to transition the business to this younger generation that we’re developing. I look at, again, those two board members who are in their 80s, the advice they’ve given me is don’t ever stop working, you have to be doing something. And I turn to them and say, “I don’t work every day.” I put in 20 hour days, well, not quite 20, 18 hour days but it’s never work because, what I do every day, I don’t deem it work, I love what I do, I don’t ever see myself stopping. Because they’ll tell me all of their friends that have stopped working or sold their business, invariably, the men die within six months because boredom and we always joke around that you’ll continue to work forever. So, I would hope that one day I transition into that advisory board member role where I step aside day-to-day activity where I’m now a mentor to our younger generation that we’re promoting into partners because we’ve made promises to our clients that we will forever be their family office. So, we have to, as part of our growth model, have those transitions in place because we’re servicing many families that have 85-year-old clients and two-year-old clients and we’re tasked with the two-year-olds as well as the 85-year-old. Jason Diamond: I also feel like there’s a little bit of younger generations I think have been reluctant to some degree to get it, you can disagree with this, to get into this space because there’s a more appeal to things like investment banking and sales and trading to some degree. The other problem obviously you alluded to is asset gathering. Your model speaks so clearly to success because you don’t say I own the client, that’s my relationship. To me, you plant the seeds of being able to handle succession much better than somebody who does the mine is mine and yours is yours approach. Is that fair? Constantine Hatzivassiliou: That’s completely accurate. And I think there’s two types of people that serve in the financial advisory space. You have the individual who is analytics driven, who likes being behind the bank of monitors trading account and there’s a critical part of our firm and our success is driven by the team in the office that aren’t necessarily client facing that do all the heavy lifting every day because they’re really doing the heavy work. Myself, my partners, the select few, while talented and able to do that, realize the value that we present is quarterbacking the relationship and helping understand all the components. We kid around that we’ve all stayed at a Holiday Inn Express last night, we’ve become experts in tax, we’ve become experts at trust and estate planning, we’ve become experts at divorce, we’ve become experts at the medical field. It’s shocking how it’s 2:00 in the morning and you get a phone call, panic attack by a client saying they need a doctor for X, Y and Z, can you connect me. So, the younger generation, yes, the sexy space is investment banking and that is really hard work. I could not do what my friends at Goldman do who are at these private mid-market funds, that’s just not me. I’ve been fortunate that I stumbled into an avenue in financial services that I think perfectly fits my personality and my want and desire to help others because that’s what we’re driven by and we try and hire people with that same mindset. The hardest thing as an RIA especially in South Florida is finding and retaining talent that is like-minded and that could function well within our family. Jason Diamond: If you build a firm predicated on culture and client service, I understand, certainly, the importance of that. I want to shift gears, I don’t want to lose this thought. You mentioned organic growth, it’s incredible. You have not mentioned inorganic growth at all and maybe because you haven’t had to but give me your thoughts on M&A, private equity in this space, do you have plans to sell the business, take on a capital partner, buy other RIAs? Constantine Hatzivassiliou: Yeah. So, I understand why private equity in the last 10 years has come into the market. For years, they bought up insurance practices, that recurring revenue, sticky assets, it makes sense. Personally, I’m not a fan of them being in our markets, I think they’re motivated at the end of the day by AUM growth, revenue growth and the second transaction which, for most of our clients, would not make sense because, again, that then questions why it is that we’re motivated to do something. Am I taking extra risk in the portfolio because I want to grow the AUM because I’m looking to sell in a year? Am I bringing in a strategy that has a higher fee? For us, it doesn’t work. In the brokerage model, it makes perfect sense. Now, there are some RIAs who leave the wirehouses, open up an RIA shop, do really well for their clients but don’t have the long-term aspirations of making the institution a legacy to where they’re passing it off. I hope my kids one day want to come work for dad and follow in his steps, that’d be amazing. Just like our younger generation working at the firm, our goal is we’ve already targeted the three or four guys that will be partner one day and we’ll transition the business over to them. But it’s okay if there’s an RIA out there who doesn’t have that transition product or isn’t motivated by that and is looking at it as a vehicle that I’ve built a really good successful book of business and I want to now retire and spend time with my family and kids and travel, et cetera, and that’s where PE steps in and offers an attractive number and the person makes their move. So, I can’t fault the individual for wanting that and I’m not saying that they’re not doing well by their clients, it’s just, for us, I’m not a fan of it because, again, I’m first critically and always focused on what’s best for the client. Jason Diamond: Fair. And I largely agree with some of what you said around private equity in this space but private equity enables … Obviously, it’s capital so which enables acquisitions which is why a lot of firms take on private equity. So, what about the idea of potentially buying businesses to start up inorganic growth? Constantine Hatzivassiliou: We have gone down the road of acquiring other institutions potentially. The challenge is, because we manage money so uniquely and our approach is so different, I’m not going to bring on an institution or bring in a new partner to the firm or a new book of business that we’ve acquired if the methodology and the life of that book doesn’t mirror ours. So, yes, there is opportunities to grow through acquisition, it’s not something that we are leaning on heavily. However, for the right institution that’s available that is aligned with our thinking, whose clients would value and appreciate how we do things or, if that institution is doing something truly unique that we would want to bolt onto our platform, all day long because, again, for the benefit of the client, it makes sense. So, yes, there are opportunities for that. Too often we find that, when a book is available for acquisition, the highest bidder tends to win out and we don’t have the deep enough pockets to write a multiple that we don’t deem to be, let’s call it, market neutral. Jason Diamond: Yeah, market prudent. I understand the premise and I think that’s fair. I also think you have the luxury, because of your organic growth, you can be super, super picky about inorganic and I love how you bring it all back to the lens of the client. Can this improve the client experience in some way? And, if so, yes, we’ll take a look. I got time for one more question, I can’t believe time has flown. You’ve had a remarkable journey, professional golf now partner at a $4 billion plus on the way to $5 billion RIA multifamily office. What are you most proud of when you reflect on your career journey? Constantine Hatzivassiliou: What am I most proud of? To see what Rich, myself and Mark and Jayson built over these years from where we were sitting in a small conference room, struggling to figure out how do we find a way to hire a trust and estate attorney to help with that component, which CPAs do we bring on board in-house because clients have a need. So, the entrepreneurial spirit involved in growing the business, the late nights, the struggles, the banter back and forth, to put so much blood, sweat and tears into this and now to look at all that we’ve accomplished, being in four separate states with offices, having so many wonderful employees that have come to us from all over the world, Germany, from China, from Tokyo, bringing people in to the US and building out something that, when we leave at the end of the day, are incredibly proud of. My father’s no longer with us, for 50 years, I always strived to make him proud because he never told me that he was proud of me, he was the classic Greek old-fashioned dad. I think he looks down on his now for everything that we’ve built and would say that he’s proud of us so, for me, that’s the best. Jason Diamond: Yeah. That’s an incredible place to end. Thank you for sharing that, it’s a touching place to end and I appreciate you being open. Thank you. This has been one of my favorite episodes, your journey, your humility, your honesty, your transparency, it’s no wonder you’ve built a business you’ve built. So, thanks for joining us, Constantine. I look forward to having you back on to talk about the next chapter. Constantine Hatzivassiliou: Thank you. Next time we’ll do it from the golf course. Jason Diamond: Oh, absolutely. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty and credibility. You are successful because you take your professional responsibility seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I Stay or Should I Go? Is a book written with you in mind? It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook.   Lessons from the Links: From Golf Pro to $5B Family Office Partner A conversation with Jason Diamond and Constantine Hatzivassiliou, Partner at Certuity. Jason Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Lessons from the Links: From Golf Pro to $5B Family Office Partner. It’s a conversation with Constantine Hatzivassiliou, partner at Certuity. I’m Jason 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 $1 billion 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. Jason Diamond: Golf is a way of exposing who you really are, there are no teammates to blame, no clock to run out and no hiding from a bad decision. Every shot demands discipline, patience and the ability to stay focused when the pressure is highest, my guest today knows that firsthand. Before becoming a partner at Certuity, a multifamily office approaching five billion in assets, Constantine Hatzivassiliou was pursuing a career as a professional golfer. An injury ultimately redirected his path towards wealth management but many of the lessons he learned on the course still shaped the way he serves clients today. Certuity has grown from roughly 210 million in assets to nearly five billion, that’s impressive on its own but the more interesting story is how they’ve done it. The firm has grown largely through referrals built around a multifamily office model and focused on becoming far more than an investment advisor to the families it serves. In Constantine’s view, the best advisors aren’t simply managing portfolios, they’re the first person clients call when a business is being sold, a family issue becomes complicated or a major decision carries consequences well beyond the balance sheet. Constantine and I discuss the lessons golf teaches about handling pressure then we dive into the evolution from the traditional wealth management world to the multifamily office model, why referrals drive nearly all of Certuity’s growth, how he thinks about private equity’s influence on the advisory business and what it takes to become the first call for the wealthy families they serve and perhaps, most importantly, why the same qualities that help someone succeed on a golf course may be surprisingly relevant to building trust over a lifetime. It’s a great conversation so let’s dive in. Constantine, thank you so much for joining, thrilled to have you here. Constantine Hatzivassiliou: Thank you for having me, excited to be here. Jason Diamond: Yeah, absolutely. So, you had an unconventional path to wealth management, you started as a professional golfer, I think that’s a first for us on this show, before ultimately transitioning into this world. Can you tell us a little bit about the journey and what brought you here? Constantine Hatzivassiliou: Yeah, I never thought I’d be here, my parents were certainly shocked that I got here path wise. Growing up, immigrants from Greece, you settle into Florida the traditional way where you either go down the diner route or the gas station route in mechanics which my father was the latter and school and education was never priority, it was always about supporting the family needs. So, next thing you know, sports are a critical part of any good household, that’s how I was raised and I played everything but golf. I grew up on a golf course because my parents believed that a location of a property was critical to long-term financial success. We lived on a golf course, it was in our backyard, we’d stare at it and we’d use it to play football or baseball or anything but actual golf. And my freshman year at the University of Florida, I started dating a girl on the golf team and she got me hooked to the point where, after four years of hitting balls with the women’s and men’s golf team at the University of Florida for six hours a day, we finished school and realized I’m actually pretty good at the game and, while I have a finance and economics background and degree, let’s try and pursue this for a living and I was blessed. I had a sponsor who helped me succeed at golf on a small scale, it was a humbling experience to say the least. I was competing and playing with Sean O’Hair, Ken Duke, guys who made it out on tour for a very long time, we had the same sponsor so we functioned as a team, it was a collegiate team effectively trying to make it out on tour. And, unfortunately, my second year of competing, I blew out my back doing heavy deadlifts which set me aside for 18 months. While I was recovering, my primary sponsor was in financial services and says, “Hey, you have a background in this, it’s killing you not being able to be on the golf course, why don’t you come work for me while you’re rehabbing so that, when you get back to playing golf, it’s easier for you to talk about our business as a sponsor to try and develop business to throw it to the financial services side?” And Jason, the reality is, after 18 months working there, I fell in love with it. I made way more money working in that environment than I ever would’ve made playing golf because, again, I came to the game late. I was decent but I was nowhere near the caliber of players that are succeeding now out on tour. So, I pivoted after having met my wife and decided to settle down into the wealth management space and, what is it now, 26 years later, going strong. So, it’s been a fun transition from golf into wealth management to say the least. Jason Diamond: Probably my favorite background … I watch a lot of golf, I should caveat that, probably my favorite origin story we’ve had, I’ll give you the Wanamaker trophy or whatever you get, first place. Let’s talk about the business now, so Certuity. For our audience who may not be familiar, tell us a little bit about the firm, what types of clients do you serve and any context you can provide on size as well. We’ll talk about how your firm got there but just give us where we are today to start with. Constantine Hatzivassiliou: So, goal by the end of the year is to have $5 billion in AUM, we’re just shy of that now. We currently service 428 families across the country. So, we’re boutiquey and nimble, we’re based in South Florida, we have offices in New York, San Fran and LA. I’m fortunate to be one of four partners at the firm supporting the growth and the direction of the company and it’s a fun endeavor in the sense that, when we first started, I was employee number four 16 years ago and, with 210 million in AUM at the time to grow it to where we are today, to learn all the things that we have over the years, the curve balls that were thrown at us because all of us came from massive institutional wealth management firms. So, we transitioned from the Bernsteins of the world, the BNY Mellons of the world into an RIA in the South Florida market, there was absolutely an entrepreneurial learning curve involved. Jason Diamond: I bet. And on follow-up question, 16 years ago, did you have a book of business, client business and do you still maintain a book of business today? Constantine Hatzivassiliou: I do. The four of us at the firm share in all of the clients, we work together. Being in the Southeast, I’m responsible for, let’s call it, the Southeast demographics of the US which is a large portion of Certuity’s book. I have a partner in Tennessee, I have a partner in LA and San Francisco and we divide and conquer across the country. But, yes, we came over with a small book, we’ve all grown it organically since then. So, we’ve been very effective in how we’ve grown. Jason Diamond: Just from adding new client money? Constantine Hatzivassiliou: Strictly through new clients referred to us by existing clients. Jason Diamond: Wow. I

Leading Boldly into the Future
"From the Auction Block Hammer to the C-Suite and the Boardroom," with Colleen Larsen in South Africa

Leading Boldly into the Future

Play Episode Listen Later Jul 16, 2026 50:44


Implementing a gender mainstreaming strategy requires more than just policy; it demands consistent, deliberate action that drives real-world impact. In this leadership podcast for change-makers, we sit down with Colleen Larsen, founder of Business Engage, to explore how she transitioned from financial services to spearheading corporate transformation across Africa. Colleen shares her "velvet glove" approach to organizational change, bridging the gap between boardroom objectives and grassroots empowerment. We discuss how her philosophy drives progress toward UN SDG 5 gender equality goals, while drawing parallels to Heifetz and Linsky's adaptive leadership (Harvard Kennedy School) framework in navigating complex corporate landscapes. This episode offers a masterclass in resilience, strategic thinking, and the power of "letting go" to make space for growth.Love the show? Subscribe, rate, review & share! https://anne-pratt.com

The Better Boards Podcast Series
The Leadership Blind Spot in the Boardroom | David Grossman, CEO, The Grossman Group

The Better Boards Podcast Series

Play Episode Listen Later Jul 16, 2026 23:08


Send us Fan MailNew research suggests the biggest leadership risk right now may not be bad leaders — it's “good” ones. In fact, good leaders are both the problem and the solution: they already have the fundamentals, but they haven't adapted to what employees need from leaders today.A study of 2,206 U.S. employees, conducted by The Grossman Group with The Harris Poll, found that 54% rated their senior leader as “good.” Yet those same employees report three consistent gaps: they don't feel valued as individuals, they don't feel heard, and they don't believe their leaders help them reach their full potential.“Good” leadership was built for stable times. But we don't live in stable times. Today's uncertainties—economic volatility, AI disruptions, geopolitical conflicts, and constant organisational change—create relentless instability. These pressures are widening the gap between “exceptional” and “good” leaders and what employees now expect in the workplace. This means your “good” leaders are your most dangerous blind spot, putting the whole company at risk. If you fail to move leaders from “good” to “exceptional,” employees will disengage. You will steadily lose trust, talent, and relevance. You will fall behind your more adaptive competitors. In this podcast, Dr Sabine Dembkowski, Founder and Managing Partner of Better Boards, is joined by David Grossman. David is the Founder and CEO of The Grossman Group, which helps Fortune 1000 companies lead with heart and drive strategic results by transforming how they communicate, operate, and inspire their people. Boards are happy with leaders who get results. Indeed, some 54 per cent of employees rate their leaders as good. Unfortunately, boards that accept “good” results miss the potential for exceptional outcomes. David notes most good leaders were trained for stable times. That's not the present environment. Their employees note that good leaders appreciate results, answer questions, and solve problems. It's operationally good, but voluntary turnover rates and innovation speeds indicate a big underlying gap.“The blind spot is all about appreciating those who work for you.”In David's experience, the difference is in how a leader treats and inspires workers. Good leaders see results; great leaders see people. Yet research reveals just 16 per cent feel their leaders value them as people, only 19 per cent feel heard, and a mere 14 per cent say they are reaching their full potential at work. Under good leaders, people will report feeling invisible as human beings. Under great leaders, the metrics for being valued, heard, and seen will be double or more. “The discipline is knowing which are crystal balls, the ones you cannot drop without permanent damage, and which are rubber balls, the ones that bounce back.”David compares leaders to balls. Crystal balls are what most organisations have – fragile leadership structures that collapse in a crisis. The goal is rubber balls – resilient, adaptable leaders who inspire their teams to excellence in all situations. To make the shift, David recommends boards move from a performance vs. underperformance view to a three-tier lens of what's exceptional, good, or outdated. This captures both inspirational ability and goal performance.“The most important thing boards can measure, based on what I've actually seen move the needle, is how well their leaders address the three blind spots.”Leaders who make their people feel seen, heard, and valued make the difference. Good leaders routinely overestimate how comfortable their teams are with speaking up on issues. David notes independent perspectives, from skip-level reviews to third-party surveys, can uncover this gap.Another vital investment is in heart-focused attributes. Out of the top 10 qualities of exceptional leaders, nine are heart-based skills. These include fostering a positive work culture, building trust, and communicating transparently. All are trainable skills, including gratitude, the number one differentiator of exceptional leaders.The three top takeaways from our conversation for effective boards are:1.      Good leaders are both the problem today and the solution.2.     The gap between good and exceptional is a training gap and belongs on the risk register. 3.     Put leadership quality on the standing agenda. Come Join The Better Boards Community We'd love to get to know you! If you'd like to become part of the Better Boards community, discover our unique approach, and explore ways to work with us or share your ideas on The Better Boards Podcast series, drop us a line at info@better-boards.com.

Squawk Pod
Jamie Dimon in Pennsylvania & Rich Kleiman in “Sports Week” 7/15/26

Squawk Pod

Play Episode Listen Later Jul 15, 2026 32:04


JPMorgan Chase CEO Jamie Dimon and Senator Dave McCormick (R-Pennsylvania) discuss the bank's $24 million investment in Pennsylvania's maritime industry. Both Dimon and Sen. McCormick discuss the future of American industry, politics, national security, and AI. Plus, On July 16th, CNBC and Boardroom are bringing their fourth annual Game Plan Summit to Fanatics Fest. Ahead of the summit, longtime sports agent and Boardroom CEO Rich Kleiman discusses his upcoming interview with LeBron James and the many events of what he calls, “sports week in New York.”   Jamie Dimon & Sen. Dave McCormick - 04:25 Rich Kleiman - 24:50   In this episode: Rich Kleiman, @richkleiman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

To the Extent That...
From Boardroom to Courtroom: Episode 8: Shadow Insider Trading

To the Extent That...

Play Episode Listen Later Jul 15, 2026 66:38


Sy Lorne, Senior Advisor and former Vice Chair and Chief Legal Officer at Millennium Management as well as a former General Counsel of the SEC, joins the show for a wide-ranging conversation on the evolution of securities enforcement from the inside out. The headline topic is shadow insider trading — the SEC's push to extend liability to trades in economically related securities, what Panuwat actually changed, and how a major hedge fund builds compliance around the doctrine. Sy also walks through what he's seen across his career at the SEC, Salomon Brothers, Munger Tolles, and now on the buy side, including how enforcement priorities really get set and what stays constant from one administration to the next.

Enter the Boardroom with Nurole
182. Celia Huber: The complete guide to AI in the boardroom

Enter the Boardroom with Nurole

Play Episode Listen Later Jul 15, 2026 44:29


Celia Huber is a Senior Partner at McKinsey & Company and leads McKinsey's boards services work in North America. Celia also serves on the executive committee of the California Business Roundtable, is a board member of AMN Healthcare and is a trustee of the AltaMed Foundation. Tune into this episode to learn about: The two questions that reveal where your board really stands on AI (01:27) The stat that shows how far behind most boards are on AI governance (09:00) Business pioneer, pragmatic adopter, internal transformer or functional reinventor: which AI archetype are you? (10:42) The five value levers that reveal where your AI opportunity actually is (16:13)  How McKinsey builds its own AI tools instead of just relying on existing ones (23:45) How boards are using AI in the boardroom (26:30) Transparency, access, and risk: the three things boards get wrong about AI guardrails (30:50) The six-month AI learning journey every board should design (36:20) The one change Celia would make to improve any board by 20% in a year (38:08) ⚡The Lightning Round⚡(41:37)Host: Oliver CummingsProducer: Will FeltonEditor: Penelope CoumauMusic: Kate MacAudio: Nick KoldEmail: podcast@nurole.comWeb: https://www.nurole.com/nurole-podcast-enter-the-boardroom

Let's Talk About Your Breasts
Boardrooms, Bedside, and Beyond: A Future OB‑GYN's Journey With The Rose

Let's Talk About Your Breasts

Play Episode Listen Later Jul 14, 2026 31:20


A third‑year med student and Rice Board Fellow sits at the intersection of women’s health, community medicine, and nonprofit leadership. In this episode, Shivanki Juneja shares how her MD–MBA program and board service helped her understand healthcare finance and impact, why stories from postpartum moms and safety‑net clinics pushed her toward OB‑GYN and health equity, and how she hopes to make preventive care and judgment‑free visits the norm for her future patients. Support The Rose HERE. Subscribe to Let’s Talk About Your Breasts on Apple Podcasts, Spotify, iHeart, and wherever you get your podcasts. Key Questions Answered 1. How did a dual MD–MBA program and the Rice Board Fellows lead Shivanki Juneja to The Rose’s boardroom? 2. What did Shivanki actually learn sitting through finance reports, cash‑flow statements, and committee meetings? 3. How did early community work with incarcerated women, underserved students, and postpartum moms shape her view of womens health? 4. Why did one 19‑year‑old new mom’s contraception questions solidify Shivanki’s passion for OB‑GYN? 5. What does Shivanki see up close at Houston’s safety‑net hospital about support, access, and health literacy? 6. How does Shivanki define preventive care and why does she think our system still pays for disease, not prevention? 7. Why does Shivanki believe primary care and screening could lower both suffering and system costs over time? 8. How is Shivanki planning to balance residency training with long‑term goals in community and public health? 9. What does a “safe space with no judgment” look like in Shivanki’s future OB‑GYN practice? 10. How are younger physicians, including Shivanki and her peers, rethinking trust, listening, and advocacy for women left out of care? Timestamped Overview 00:00 Dorothy introduces Shivanki Juneja, a Rice Board Fellow and dual MD–MBA student serving on The Rose’s board.01:18 Shivanki explains the Rice Board Fellows program and why she asked to be matched with a womens health nonprofit.02:09 She describes earlier encounters with The Rose’s mobile coaches at community health fairs as a Baylor College of Medicine student.03:37 Shivanki shares how volunteering at Harris Health clinics and other community projects drew her toward medicine and service.05:35 Dorothy asks what she is really learning in board meetings; Shivanki connects accounting and finance lectures to real budgets and decisions.06:07 Shivanki talks about sitting on committees and seeing how strategy, mission, and numbers come together in a nonprofit.07:28 She outlines her long‑term interest in OB‑GYN and future work in community or public health after residency.09:52 Shivanki tells the story of a 19‑year‑old postpartum patient whose questions on contraception and infant care revealed gaps in health literacy.12:01 Dorothy reflects on how many patients do not even know what they need and how confusing multi‑doctor care can be.13:38 Shivanki talks about uninsured patients, big extended families, and how safety‑net hospitals become both care and support.14:40 She describes how women sometimes turn to the health system seeking support they do not find anywhere else.16:46 Shivanki says she first knew The Rose as a referral option and then, through “mission moments,” saw the lives behind the statistics.17:25 Dorothy asks what might have made the fellowship richer; Shivanki focuses on feeling welcomed, mentored, and fully included.19:04 Shivanki honors mentors, especially neurologist Louise McCullough, who modeled nontraditional paths and reminded her that “life is long.”20:28 Shivanki admits her hardest task now is deciding how to use all her training, experience, and passions as she graduates.22:57 Dorothy asks what one thing Shivanki would change in healthcare as it exists today.23:12 Shivanki argues for a cultural shift toward preventive care, screening, and primary care instead of only treating advanced disease.25:21 Dorothy points out that the system is still set up for symptoms and end‑of‑life care rather than prevention.25:42 Shivanki explains how current incentives make prevention harder to prioritize, even when clinicians believe in it.26:07 Shivanki shares interest in both high‑risk pregnancy and infertility and plans to explore options during residency.26:37 Dorothy asks if Shivanki will encourage women to put themselves first; Shivanki describes creating a judgment‑free, honest space.28:04 Dorothy calls that approach a cultural shift and ties it to rebuilding trust in medicine.28:20 Shivanki expresses faith that her generation of physicians can help repair trust by listening and making space for patients’ stories.29:02 Dorothy thanks Shivanki and asks her to stay in touch through residency and beyond; Shivanki thanks The Rose for the experience and impact.See omnystudio.com/listener for privacy information.

Boardroom Governance with Evan Epstein
Mayree Clark and Linda Riefler: Leading-Edge Stewardship in the Boardroom

Boardroom Governance with Evan Epstein

Play Episode Listen Later Jul 14, 2026 63:31


(0:00) About the Boardroom Governance Summit (Aug 26-27, 2026)  (0:55) Intro (2:37) About the podcast sponsor: The American College of Governance Counsel. (3:24) Start of interview.  (4:23) Origin story Mayree Clark (6:08) Origin story Linda Riefler (8:23) About their Leading-Edge Stewardship framework and personal road-map. (11:38) Teamwork and Long-Term Value Creation (16:03) On board diversity and pace of change (19:02) Boards in distress: Mayree joining Ally Financial in financial crisis (2009) (21:39) MSCI Culture and CEO Relations (26:02) Tough calls on CEO transitions (example of CSX CEO transition) (32:39) Private Equity Board Lessons (flexibility on decision-making and talent pools) (36:22) Handling under-performing directors (43:11) German Governance Across Borders (Mayree's experience serving on Deutsche Bank's board) (48:06) Purpose, Adversity, and Stewardship (50:42) What are the 1-3 books that have greatly influenced your life:  Mayree: Self Renewal : The Individual and the Innovative Society, by John Gardner (1963) Linda: A Brief History of Everything, by Ken Wilber (2017) How the Word is Passed, by Clint Smith (2021) The Spark Within, by Michael Neal (coach) (53:36) Who were their mentors, and what they learned from them. (56:37) An unusual habit or an absurd thing that they love. (1:00:16) The living person they most admire. Mayree Clark is a longtime corporate director, founder and Managing Partner of Eachwin Capital, and former senior executive at Morgan Stanley. She currently serves on the boards of Ally Financial and Deutsche Bank AG.  Linda Riefler is an experienced corporate director and former senior executive at Morgan Stanley. She currently serves on the boards of CSX Corporation, MSCI Inc., and North American Partners in Anesthesia, and is chair of Pencils of Promise. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Everyone Talks To Liz Claman – FOX News Radio
From the Boardwalk to the Boardroom: Building The Snooki Empire

Everyone Talks To Liz Claman – FOX News Radio

Play Episode Listen Later Jul 11, 2026 37:38


Liz revisits her conversation with the iconic Nicole “Snooki” Polizzi who shares how she went from being the pint-sized party queen of MTV's Jersey Shore to powerhouse mom, author, and entrepreneur. Nicole shares a behind the scenes glimpse at her iconic reality tv moments, the emotional journey to connect with her biological family in Chile and what it was like ringing the opening bell at the New York Stock Exchange. She also highlights how she built her successful fashion empire, The Snooki Shop, entirely on her own terms. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bryan Air
We Tested SARS's New Travel Declaration | Plus: Your Face Is Your New Passport

Bryan Air

Play Episode Listen Later Jul 10, 2026 28:57


EPISODE SNAPSHOT   Welcome to The Bryan Air Podcast. Career intelligence for pilots.   We break down executive moves, economic forces, and the technology reshaping how pilots are trained, assessed, and employed. Boardroom decisions land on your flight deck. We translate them first. No corporate spin. Just the intelligence pilots actually need.   Last week thousands of you weighed in on South Africa's new SARS traveler declaration. This week Ryan actually ran it, live, on a charter through Vic Falls, and his verdict might surprise you. Then the bigger story: between now and March 2027, borders on three continents are switching to facial recognition, and crews are first in line to hand over their faces. Add Airbus's new forecast calling for 42,060 new aircraft by 2045, and the question becomes simple. Is your career ready for the world that's coming?   In this episode of The Bryan Air Podcast, Bryan Roseveare and Ryan Parrock analyse the SARS traveler declaration, facial recognition and biometric borders, the global pilot shortage, and the Airbus 20-year forecast.   TIME-STAMPED FLIGHT PLAN   00:00 Podcast intro and this week's flight plan   00:55 Ryan runs the SARS declaration app on a real charter to Vic Falls   03:34 Another barrier to entry? The travel declaration debate continues   06:27 Back in the cockpit after six years: Ryan returns to commercial flying   08:33 Flying the flight a week early: the mental prep charter work demands   12:08 Airbus calls for 42,060 new aircraft by 2045 and the pilot shortage is real   16:38 Your face becomes your passport: biometric borders rise on three continents   20:50 EasyJet's 7.26 billion takeover bid and Embraer's best quarter in 16 years   22:45 A Ukrainian pilot's story and what the media doesn't show you   26:48 Silverstone delivers a cracker and it's good to be back in studio   28:08 Closing, a beer owed, and Sunday's SAA fuel-gate TV teaser   JOIN THE BRYAN AIR COMMUNITY   Bryan Air is a career intelligence ecosystem for pilots. Sign up free to receive our weekly newsletter covering the disruption of AI in aviation, career strategy, and the analysis that does not make it into the episodes.   Sign Up Free → https://bryanairpodcast.com/   FREE PILOT CAREER ASSESSMENT   Where are you in your career? The Flight Plan is our free, AI-powered career intelligence tool. Answer 8 questions about your situation and get a personalised strategic assessment with specific moves tailored to where you are right now.   Take the Free Assessment → https://pilotcareerintelligence.netlify.app/   RISK MANAGEMENT & DECISION MAKING SIMULATOR   Practise structured decision-making using live flights. Our AI-powered simulator lets you work through RMM and T-DODAR frameworks on real Flightradar24 data, with AI-generated scenarios and personalised debriefs. Built by Bryan Roseveare for pilots who want to sharpen the skills that matter most when things go wrong.   Early bird: $29 one-time. Lifetime access.   Try the Simulator → https://bryanair.tools/   LINKS   Bryan Air — Career Intelligence for Pilots → https://bryanairpodcast.com/   Free Pilot Career Assessment → https://pilotcareerintelligence.netlify.app/   Risk Management & Decision Making Simulator → https://bryanair.tools/   Bryan Roseveare → https://www.bryanroseveare.com/   Watch on YouTube → https://www.youtube.com/@BryanAirPodcast   Support on Patreon → https://www.patreon.com/bryanair   #AviationPodcast #BryanAir #PilotLife #FacialRecognition #PilotShortage

Undiscovered Entrepreneur ..Start-up, online business, podcast
You Must Decide Who You Are: Alison Godfrey on Authentic Leadership

Undiscovered Entrepreneur ..Start-up, online business, podcast

Play Episode Listen Later Jul 7, 2026 38:53 Transcription Available


Did you like the episode? Send me a text and let me know!! You Must Decide Who You Are | Alison Godfrey on Authentic Leadership & Entrepreneurship | Undiscovered EntrepreneurEpisode Summary: What does it take to jump off a cliff — professionally, financially, and personally — when you have no idea what you're doing? Alison Godfrey did exactly that. She left corporate when it crossed her values line, imported a product from Finland before she knew what a letter of credit was, sat in Bill Gates's boardroom while imposter syndrome screamed at her to leave, and built a career on one unshakeable principle: you must decide who you are.In this episode of Undiscovered Entrepreneur: Get Across the Start Line, Alison shares hard-won wisdom on leadership, team dynamics, founder ego, friendly candor, and the one piece of advice every entrepreneur needs before they do anything else.What You'll Learn:How Alison went from no plan to importing Finnish heart rate monitors with zero experienceWhy building the airplane on the way down is sometimes the only way to flyThe difference between networking to use people and forming relationships that lastWhat imposter syndrome looks like in a Fortune 500 boardroom — and how to push through itWhy the right questions matter more than having the right answersHow a heated confrontation with a lead scientist completely transformed her company's cultureWhat friendly candor is — and why Pixar's model should be in every startupThe founder ego trap that causes team resentment and kills company cultureWhy self-reflection is the most important business strategy you're not doingTimestamps:[00:00:00] – Introduction & Welcome[00:01:30] – Why Alison Left Corporate: When Business Crosses the Values Line[00:02:00] – Jumping Off the Cliff: Importing Finnish Heart Monitors With No Idea What She Was Doing[00:03:30] – Fear Is Part of the Formula — But Not Where to Focus[00:04:30] – FEAR: False Evidence Appearing Real[00:05:30] – How a Brother-In-Law, a Canadian Contact & a Finnish Company Changed Everything[00:07:00] – Networking vs. Relationship Building: The Critical Difference[00:09:00] – The Entrepreneur Community: You Are Not Alone[00:10:30] – Imposter Syndrome at Any Stage — Including Bill Gates's Boardroom[00:12:00] – Why Questions Matter More Than Answers[00:13:30] – What Investors Really Want to Be Asked[00:15:00] – What Stops Most Entrepreneurs: Team Misalignment & Founder Ego[00:17:00] – Friendly Candor: The Pixar Model Every Startup Needs[00:19:00] – The Pitfall She's Proud Of: A Lab Confrontation That Changed Her Leadership[00:22:30] – How Monday Morning Meetings Became a Collaborative Breakthrough[00:25:00] – The One Piece of Advice: You Must Decide Who You Are[00:27:00] – Don't Confuse Authenticity With Style[00:27:30] – Alison's Six-Month Goal: Startups, Culture & Not-For-Profits[00:30:00] – How to Find Alison & ConnectBook Mentioned:

Repossible
re558: Meet Your Inner Boardroom: Mind, Heart, Gut — and the three voices making your decisions

Repossible

Play Episode Listen Later Jul 7, 2026 22:21


In this episode, Alex & Jordan unpack Bradley Charbonneau's Mind–Heart–Gut framework for Monica Leonelle's Expand Summit.

decisions boardroom mind heart three voices alex jordan monica leonelle bradley charbonneau
Boardroom Governance with Evan Epstein
AI in the Boardroom: What Directors Need to Know Now

Boardroom Governance with Evan Epstein

Play Episode Listen Later Jul 6, 2026 65:32


(0:00) About the Boardroom Governance Summit (Aug 26-27, 2026)  (0:55) Intro (2:44) About the podcast sponsor: The American College of Governance Counsel. (3:30) Start of interview.  (4:16) Origin story Marie Bafus (5:30) Origin story Wendy Grasso (7:34) Diving into their article AI in the Boardroom: What Directors Need to Know Now (4:14) Why AI Needs Board Oversight (12:00) Caremark and Oversight Duties (15:12) Mission-Critical Risk Cases. Reference to Marchand case (2019) and Boeing case (2021) (19:18) Where AI Belongs in Governance (board level and board committees) (21:28) Defining Mission-Critical AI (24:45) Strategy, Capital Allocation, and Judgment (29:50) Board Minutes as Litigation Evidence (33:52) Private Companies, Same Duties (38:35) AI Washing and Disclosure Risks (43:10) How Boards (and Board Members) Can Use AI (47:08) Hallucinations, Confidentiality, and Privilege. Reference to U.S. v Heppner case (2026) (52:03) Building an AI Usage Policy (53:36) Recording Boards with AI (note taking apps) (57:05) Workforce Trust and Environmental Risk (1:00:00) AI for Oversight Itself (1:02:02) AI's Impact on Legal Practice Marie Bafus is a partner in Fenwick's Securities Litigation Practice and Wendy Grasso is counsel in Fenwick's Corporate Practice. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

The Dad Edge Podcast (formerly The Good Dad Project Podcast)
The Masculine Blueprint That Fixes 80% of Marriage Problems featuring G.S. Youngblood

The Dad Edge Podcast (formerly The Good Dad Project Podcast)

Play Episode Listen Later Jul 3, 2026 66:19


If you're trying to put the puzzle pieces of your marriage back together, or you're stuck in that roommate syndrome that drains the life out of a home, this replay is for you. I'm bringing back G.S. Youngblood, author of two bestselling books, The Masculine in Relationship and The Art of Embodiment for Men, because over the past couple of months I've gotten so many emails from men who are really, really struggling in their marriages. His work has come up again and again in our community, and he's even helped me with my own clients. What I love about G.S. is that he lives in neither of the two extremes most men swing between. There's the ultimate nice guy who's disrespected, unappreciated, and quietly filled with resentment because his needs never get met, and there's the toxic, controlling, domineering guy on the other end. Neither one is attractive, and neither one leads. G.S. teaches what he calls relational masculinity, staying grounded in your masculine core while being deeply connected to your partner, and he lays out a three part blueprint any man can actually follow. This was one of our top shows of the past year, and we get into the stuff that changes marriages. We talk about firm but loving parenting and why ruling by fear breaks down the relationship you'll want with your kids later. We talk about grounding your nervous system before you ever try to fix anything, and G.S. even walks me through a live embodiment exercise right there in my chair. And we get honest about sex, rejection, and the little hurt boy that shows up when we feel shut down. G.S. was one of our speakers at the Men's Forge this past April, and he blew the doors off. I've read his book three times now. If you've been banging your head against the wall in your marriage, or you just want to understand why your wife can sniff out an agenda from a mile away, this conversation is going to give you clarity and probably piss you off a little at the same time, in the best way.   Timeline Summary [1:02] Larry sets up the replay and why he's bringing G.S. Youngblood back for men struggling in their marriages [3:00] The July promotion for the Alliance and Boardroom, with a hard stop on July 31st [5:05] G.S. on his intense but loving childhood and how it polarized him into the good boy role [7:36] Firm but loving parenting, and why he went the opposite direction with his own kids [10:06] The energetic difference between "no" with an iron fist and "I love you, but no" [11:15] Why ruling by fear gets compliance but breaks the free flowing relationship you want later [14:05] Inner clarity comes first, and why nice guys chase external validation instead [16:01] The daily embodiment practice G.S. installs with every man before anything else [20:03] A day in the life of his grounding routine: ground connection, breathwork, movement, meditation [22:41] Why embodiment sticks better than meditation, and a live exercise Larry does in his chair [26:36] Curiosity, agenda, and how women sense the energetic plane men usually ignore [31:21] The frozen "data file" picture men keep of their wives, and why the feminine is always changing [34:31] Emotional safety as the foundation of sexual chemistry, and going for the cause not the symptom [39:38] The Masculine Blueprint: respond versus react, provide structure, and create safety [41:07] What to tell the man who says "I stay calm and she still pushes back" [45:59] Provide structure without domination, and the clarity plus inclusion principle [50:18] Larry's story of owning his need for sex without getting pissy, and how it landed for his wife [53:02] Why sexual rejection feels like kryptonite, and owning your sexuality with power or humor [58:02] The gift of reassurance from Larry's wife, and reframing rejection that isn't about you [1:03:16] Leading your partner toward arousal by getting her back into her body [1:04:35] Where to find G.S.: his bootcamp, workshops, Instagram, and book   Five Key Takeaways Lead your family with firmness and heart at the same time, not with an iron fist and not with a loose "anything goes" structure. You can be powerful, clear, and unyielding while staying in your heart, and that artful blend is what your kids and your wife actually need. Before you try to fix anything in your marriage, ground your nervous system with a daily embodiment practice. When you're triggered, you make regressed, reactive decisions, but when you bring your awareness back into your body and into the present moment, the fight in front of you isn't nearly as scary as your nervous system claims. Stop pounding on the symptoms and go find what's underneath. When a good woman is chronically prickly, critical, or shut down sexually, it's usually because a need isn't being met or a wound never got addressed, and your job as a man is to lead the way back to connection rather than blame her mood. You may or may not be the problem, but you are the solution. Stop trying to figure out who caused the fight and step up to be bigger than her mood, because taking ownership of the repair is what masculine leadership actually looks like. Rejection around sex feels like kryptonite, but going into your little hurt boy and pouting is deeply unattractive to your wife. Own your sexuality with calm power or playful humor, remember that a "no" often has nothing to do with you, and know that her desire can live just below the surface waiting for connection to bring it up.   Links & Resources Episode 1499 show notes: https://thedadedge.com/1499 Join The Dad Edge Alliance and Boardroom (July promotion): https://thedadedge.com/join The Dad Edge Boardroom mastermind (apply and book a call): https://thedadedge.com/mastermind G.S. Youngblood's website and bootcamp: https://gsyoungblood.com G.S. Youngblood on Instagram: https://www.instagram.com/gsyoungblood   Closing Go back to the moment in this episode where I told G.S. about my wife looking me dead in the eye and saying, "Larry, it's never you." I had spent years viewing every "not tonight" through a lens of personal rejection, and that one piece of reassurance changed how I show up. That's the whole point of this work. You are not the toxic iron fist guy and you are not the resentful nice guy, you're a man learning to lead with a straight spine and a big heart. If this episode shook something loose for you, share it with a brother who's been quietly banging his head against the wall in his own marriage, and go grab the July promotion at thedadedge.com before it's gone on July 31st. Go out and live legendary.

The Fagnostic Podcast
EP 47 - Fabrice Houdart - LGBTQ advocate, queering the boardroom

The Fagnostic Podcast

Play Episode Listen Later Jul 3, 2026 51:03


What's up y'all of little faith? Today I welcome Fabrice Houdart to the show. Fabrice is a Frenchman who has spent years at the World Bank, the United Nations, and is a staunch advocate for advancing the LGBTQ cause.

Bryan Air
New SARS Travel Rule Hits Every South African Traveler | Plus Emirates Is Hiring SA Pilots

Bryan Air

Play Episode Listen Later Jul 3, 2026 22:38


EPISODE SNAPSHOT   Welcome to The Bryan Air Podcast. Career intelligence for pilots. We break down executive moves, economic forces, and the technology reshaping how pilots are trained, assessed, and employed. Boardroom decisions land on your flight deck. We translate them first. No corporate spin. Just the intelligence pilots actually need. From 1 July, every traveler in and out of South Africa must file an online SARS declaration inside a 24-hour window before departure. Children included, and multi-stop itineraries make the timing even messier. With visas already strangling inbound business travel, Bryan asks the question nobody in government seems to be asking: why add another barrier at the border? Then IATA's May numbers show the world flying less for a second straight month while African carriers grow fastest with the emptiest cabins, and Emirates launches a geo-targeted recruitment drive aimed squarely at South African pilots. Necessary admin or self-inflicted damage? You decide. In this solo episode of The Bryan Air Podcast, Bryan Roseveare breaks down South Africa's new SARS travel declaration, IATA's May air traffic results, and aviation careers opening up at Emirates, Riyadh Air, and Air Europa.   TIME-STAMPED FLIGHT PLAN   00:00 This week's headlines: SARS declarations and IATA's May numbers 00:56 South Africa's new SARS travel declaration explained 01:24 Why one more barrier to travel is the wrong move right now 04:35 Inside the form: the 24-hour window, multi-stop catches, and kids 07:45 IATA May traffic: global demand down 2.2%, Africa fastest-growing at 6.6% 11:32 Pilot hiring signals: the recovery is starting to show 14:00 Emirates: 56 weekly SA flights and a targeted hunt for South African pilots 17:14 Air Europa lands in Joburg and Riyadh Air opens three new routes 20:04 Air Peace takes its first E175 and why Nigeria matters to African aviation 21:22 Wrap up plus a new All-Weather Operations Simulator coming next week   JOIN THE BRYAN AIR COMMUNITY Bryan Air is a career intelligence ecosystem for pilots. Sign up free to receive our weekly newsletter covering the disruption of AI in aviation, career strategy, and the analysis that does not make it into the episodes. Sign Up Free → https://bryanairpodcast.com/   FREE PILOT CAREER ASSESSMENT Where are you in your career? The Flight Plan is our free, AI-powered career intelligence tool. Answer 8 questions about your situation and get a personalised strategic assessment with specific moves tailored to where you are right now. Take the Free Assessment → https://pilotcareerintelligence.netlify.app/   RISK MANAGEMENT & DECISION MAKING SIMULATOR Practise structured decision-making using live flights. Our AI-powered simulator lets you work through RMM and T-DODAR frameworks on real Flightradar24 data, with AI-generated scenarios and personalised debriefs. Built by Bryan Roseveare for pilots who want to sharpen the skills that matter most when things go wrong. Early bird: $29 one-time. Lifetime access. Try the Simulator → https://bryanair.tools/   LINKS Bryan Air — Career Intelligence for Pilots → https://bryanairpodcast.com/ Free Pilot Career Assessment → https://pilotcareerintelligence.netlify.app/ Risk Management & Decision Making Simulator → https://bryanair.tools/ Bryan Roseveare → https://www.bryanroseveare.com/ Watch on YouTube → https://www.youtube.com/@BryanAirPodcast Support on Patreon → https://www.patreon.com/bryanair #AviationPodcast #BryanAir #PilotLife #SouthAfrica #Emirates

Fulfilled as a Mom
378: [LEAD] From Bedside to Boardroom: PA Leadership, Identity & Influence Without Authority with Beth Welch

Fulfilled as a Mom

Play Episode Listen Later Jul 2, 2026 34:15


What happens when the role that once fit perfectly starts feeling a little too small?In this episode, Tracy sits down with Beth Welch, a PA whose career journey has taken her from trauma and critical care medicine into executive healthcare leadership, innovation, and systems-level impact.Together, they explore what it feels like to step away from traditional clinical practice, navigate the identity shifts that come with career growth, and embrace opportunities that don't always fit the expected path.They discuss:Why careers are more like jungle gyms than laddersThe hidden leadership skills clinicians develop every dayInfluence without authorityBurnout and career evolutionThe transition from bedside clinician to executive leaderSystems thinking and healthcare innovationFinding purpose beyond a job titleHow clinicians can create impact at scaleWhether you're considering a non-clinical role, exploring entrepreneurship, or simply feeling called toward something bigger, this conversation offers both practical insights and permission to evolve.Key takeaways1. Roles Are Static. People Are Dynamic. Many clinicians experience discomfort not because they're in the wrong profession, but because they've grown beyond the role they're currently occupying.2. PAs Are Built for Leadership Adaptability, communication, systems thinking, collaboration, and problem-solving are skills clinicians practice every day—even when they don't recognize them as leadership skills.3. Influence Doesn't Require Authority. Some of the most impactful leaders aren't the people with the highest title—they're the people who consistently move projects, people, and ideas forward.4. Burnout can be a Positive Catalyst For many clinicians, burnout becomes the signal that something needs to change—not necessarily medicine itself, but how they engage with it.5. Career Paths are Rarely Linear The most fulfilling careers often look more like a jungle gym than a ladder, with lateral moves, pivots, experiments, and unexpected opportunities along the way.Bethany Welch http://bethanywelch.com/ Clinician Entrepreneur Collective www.tracybingaman.com/waitlist

The Level Up Podcast w/ Paul Alex
Negotiating Like a Detective: Interrogation in the Boardroom

The Level Up Podcast w/ Paul Alex

Play Episode Listen Later Jul 1, 2026 3:33


The best negotiators do not just listen to words. They read the room. In this episode of The Level Up Podcast, Paul Alex breaks down how negotiation tactics from the interrogation room can help entrepreneurs close better deals, understand hidden objections, and control the conversation. Let's be real… If you only listen to what a prospect says out loud… You are missing most of the data. Their body language matters. Their pauses matter. Their hesitation matters. Their energy matters. In this episode, you'll learn: Why silent signals can reveal more than spoken words How body language and baseline behavior expose hidden objections Why silence can become one of the strongest tools in negotiation How surgical questions help prospects reveal what they really need The truth is simple: Negotiation is not just persuasion. It is perception. You have to watch the shifts. Listen to what is not being said. Stay calm when the room gets tense. And avoid rushing to fill every silence. High-level operators do not negotiate from desperation. They observe. They diagnose. They ask better questions. They let silence do the heavy lifting. Because the strongest closer is not always the loudest person in the room. It is the one who can read the hidden data and respond with control. Watch the behavior. Use the silence. Hold the line. And keep leveling up. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Period Power
286. Self-Leadership and the Inner Boardroom

Period Power

Play Episode Listen Later Jul 1, 2026 18:14


Do you ever feel like different parts of you are pulling in opposite directions? In this episode, I'm introducing the concept of the Inner Boardroom, a simple framework for understanding the different voices within you and how they influence the decisions you make every day.        I explore how the various aspects of your personality each bring valuable perspectives, from the visionary and strategist to the nurturer and protector. Rather than seeing these parts as being in conflict, I share how stepping into self-leadership allows you to listen to each voice, understand what it has to offer, and make decisions from a place of clarity and intention.       By the end of this episode, you'll have a new way of understanding your internal dynamics and the role they play in your life. You'll be invited to identify the different voices within your own Inner Boardroom, recognise which ones are leading your decisions, and strengthen your ability to guide them with confidence and compassion.                     Get full show notes, transcript, and more information here: https://maisiehill.com/286         Join us in the Powerful membership, or join the waitlist: https://maisiehill.com/powerful

The Epstein Chronicles
Mega Edition: Leon Black Is Chased From The Apollo Boardroom By The Epstein Allegations (7/1/26)

The Epstein Chronicles

Play Episode Listen Later Jul 1, 2026 48:33 Transcription Available


Leon Black's relationship with Jeffrey Epstein became impossible for Apollo Global Management to contain once reporting revealed that Black had paid Epstein staggering sums after Epstein's 2008 conviction. Black insisted the payments were for legitimate tax, estate, and financial-planning work, and an Apollo-commissioned review said it found no evidence that Black participated in Epstein's crimes or that Epstein did business with Apollo. But the review still confirmed the central problem: Apollo's billionaire co-founder and chief executive had maintained a massive financial relationship with Epstein long after Epstein was known publicly as a convicted sex offender. That alone shook investor confidence, damaged Apollo's reputation, and raised serious questions about Black's judgment.Black initially announced that he would step down as Apollo's CEO while remaining chairman, presenting the move as part of a leadership transition. But the pressure did not stop there. The Epstein revelations had turned Black from Apollo's greatest asset into a liability, creating reputational risk for the firm, tension inside the boardroom, and concern among clients and shareholders. Within months, Black gave up the chairman role as well, leaving Apollo's leadership and clearing the way for Marc Rowan to take over. In the end, Black was not forced out because Apollo proved he committed Epstein's crimes; he stepped down because his personal ties to Epstein became too damaging for one of the world's most powerful investment firms to keep defending.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The Unforget Yourself Show
From the Boardroom to the Final Cut: Why we left the traditional agency machine to build a founder led production model with a clear purpose with Sam Brown and Dominic Banes

The Unforget Yourself Show

Play Episode Listen Later Jun 30, 2026 34:24


Sam Brown and Dominic Banes, co- founders of Novus Nine, a founder led content agency that helps brands and organizations bring their message to life through high end video production and commercial photographyThrough a hands-on production model, Sam and Dom work closely with clients from strategy through to final delivery, making sure the vision agreed in the boardroom is reflected in every final image and film.Now, both Sam and Dom's journey from leaving the traditional agency world after working together, to building a business from the ground up, with both at different stages of life, but with a clear sense of purpose - shows what it really looks like to back yourself and build something that matters.And while balancing the demands of business ownership & creativity, they are proving that doing things differently can be the very thing that sets you apart.Here's where to find more:www.novusnine.co.ukhttps://www.linkedin.com/in/sam-brown-4a80ba143/?skipRedirect=truehttps://www.linkedin.com/company/novus-nine/?viewAsMember=true________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business.From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!).Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here:https://linktr.ee/unforgetyourself

Pursue Your Passion
#113 - Zach Schmit - Redefining Wellness from the Boardroom to the Pavement

Pursue Your Passion

Play Episode Listen Later Jun 30, 2026 56:57


What if the corporate expectation to "leave your personal life at the door" is actually the root cause of your burnout? In this episode of Pursue Your Passion, host Tyler Kamerman sits down with workplace mental health pioneer, elite coach, and near-six-star World Marathon Major runner, Zach Schmit. Zach shares his radical upstream approach to wellness through Covenant Workplace Solutions, shattering the corporate myth of emotional segregation. The big aha moment? If you want high-performing execution in your career, you have to nurture the whole person - integrating physical fitness, proactive mental healthcare, nutrition, and a solid foundation at home. But the transformation doesn't stop in the office. Zach opens up about his grueling entrepreneurial shift in 2020, navigating his mother's cancer battle, and the heart-wrenching moment he missed qualifying for the Boston Marathon by a mere 58 seconds. This episode serves as a powerful wake-up call regarding the difference between fleeting, emotional motivation and rock-solid, faith-fueled discipline. Listeners will walk away inspired by the Japanese concept of Kaizen, continuous daily improvement, and deeply convinced that choosing intentional, hard challenges today is precisely how God prepares us for the unchosen hardships of tomorrow. Key Takeaways Shift from Reactive to Proactive: True well-being isn't a band-aid applied after a mental health crisis. Real workplace and personal culture are built upstream by investing in daily nutrition, movement, and emotional health. The Mind-Body Blueprint: Our physical and mental health are profoundly intertwined. Data shows that roughly 1 in 3 individuals suffering from long-term physical ailments eventually battle anxiety or depression. You cannot fix one while ignoring the other! Chosen Hardships Prepare You for the Unchosen: Intentionally leaning into difficult disciplines (like marathon training or starting a business) calluses your mind, refines your spirit, and builds the armor you need when life throws unexpected trials your way. Live in the Discipline Zone: Motivation gets you to the starting line on January 1st, but discipline is what keeps you running when the emotional high fades.  To connect with Zach: LinkedIn @ZachSchmit or Instagram @Zach_Schmit To get in touch with Tyler: https://www.tylerkamerman.com/  

Faces of the Future Podcast
Episode 290| Giannis to Miami, LaMelo Traded, Terrion Arnold Arrested & FIFA Under Fire, plus more

Faces of the Future Podcast

Play Episode Listen Later Jun 29, 2026 77:58 Transcription Available


This week on Faces of the Future, Millz and Rocket are breaking down the biggest stories in sports and culture. First they discuss UFC 250 and what they expect from Conor Mcgregor's next fight. Then they react to Terrion Arnold's arrest, Giannis to the Miami Heat, LaMelo Ball to the Timberwolves, Amazon's major deal with Boardroom, and Iran's captain speaking out against FIFA , plus moreSubscribe for weekly conversations on sports, music, business, and culture.Support the show

Becker’s Healthcare Podcast
Building Sustainable Leadership and Executive Resilience in Healthcare with Brett Antczak

Becker’s Healthcare Podcast

Play Episode Listen Later Jun 28, 2026 17:18 Transcription Available


In this episode, Brett Antczak, MHA, Founder of Age of Advantage L.L.C., discusses why burnout is a leadership design challenge rather than a wellness issue, sharing practical strategies for building resilience, creating sustainable success, and leading with greater clarity and purpose. He also highlights lessons from his new book, Architecting the Sovereign Leader, and his Mastery Beyond the Boardroom program.

Warrior Mindset
5 Billion-Dollar Boardroom Lessons, Real or BS?

Warrior Mindset

Play Episode Listen Later Jun 28, 2026 65:31


Aaron is back for round two, and the format is simple. He found a video called Everything I Learned Sitting in Billion-Dollar Boardrooms, and the two of them call BS or not on all five of its big ideas. Reading the room versus the Hollywood game beneath the game. Failure as your tuition payment. The tension that builds you versus the tension that breaks you. The standard that has to come before any real test. Cathedral thinking in an age where AI changes the tools every six hours. And the one thing that actually defines a warrior. Not the wins and losses, the code.Chapters (estimated, adjust to your audio):00:00 Cold open00:40 Round two, welcome back Aaron02:00 The MIT monk and billion-dollar boardrooms04:00 Ghost notes, reading what is not said12:00 Accelerated failure, mistakes as tuition22:00 Adaptive tension and the comfort crisis30:00 Standards, trophies, and pay-to-play sports38:00 Cathedral thinking and the AI question48:00 Craft, mastery, and why software is a trade54:00 Strong identity, code over score62:00 The bankruptcy lesson and defending your codeSend us Fan MailLearn with us at warriorfitnessma.com More at warriormindset.usNever give up. Never quit. Kaizen. Get after it.

Bryan Air
Do World Cup Players Fly Private? Not Even Close

Bryan Air

Play Episode Listen Later Jun 26, 2026 32:31


⭐ FEATURED: INTERACTIVE WORLD CUP TRAVEL TRACKER   We built a live dashboard so you can see exactly how far every team is flying between base camp and match city. Compare Curacao's punishing 6,284 miles against Mexico's easy 625, and find out which teams the draw quietly handed the hardest road.   Explore the Tracker → https://bapworldcuptracker.netlify.app/   EPISODE SNAPSHOT   Welcome to The Bryan Air Podcast. Career intelligence for pilots.   We break down executive moves, economic forces, and the technology reshaping how pilots are trained, assessed, and employed. Boardroom decisions land on your flight deck. We translate them first. No corporate spin. Just the intelligence pilots actually need.   You assume the World Cup stars are living the dream in their own Gulfstreams. They are not. One team is crisscrossing 6,500 miles to chase the trophy while another barely flies 600, and this week one squad took five hours to cover 127 miles. The glamour arrival jets flew straight back out, and what is left is a brutal month of base camp shuttles on Southwest and JetBlue, recovery rooms fitted into charters, and a system running short on the one thing money cannot buy fast: crew and air traffic controllers. We track every mile, expose who got the hardest draw, and explain why the game may finally have outgrown the system that has to fly it. So who is really flying red-eyes before kickoff?   In this episode of The Bryan Air Podcast, Bryan Roseveare and Ryan Parrock break down the aviation logistics behind the first three-country World Cup, FIFA's base camp shuttle rule, charter costs and the private jet surge, stadium flight restrictions, and the crew and ATC shortages strangling the system around Newark.   TIME-STAMPED FLIGHT PLAN   00:00 One team flies 10x further than another   00:27 Welcome and the Super Brew curse   01:13 The first three-country World Cup, 48 teams, 16 cities   03:27 Arrivals, livery jets and the million-tracker Brazil flight   05:38 FIFA Rule 18.3 and the base camp shuttle   07:17 73,000 private jets expected on final day   10:48 The travel tracker: Curacao 6,284 miles vs Mexico 625   15:28 Altitude, heat and doing recovery in the air   18:08 Why crew and ATC are the real bottleneck   23:13 Aviation news: EasyJet, Endeavor, Trump Force One, Ryanair, Qatar   28:41 Iran, oil and the fight for stability   32:04 Wrap up and sign off   JOIN THE BRYAN AIR COMMUNITY   Bryan Air is a career intelligence ecosystem for pilots. Sign up free to receive our weekly newsletter covering the disruption of AI in aviation, career strategy, and the analysis that does not make it into the episodes.   Sign Up Free → https://bryanairpodcast.com/   FREE PILOT CAREER ASSESSMENT   Where are you in your career? The Flight Plan is our free, AI-powered career intelligence tool. Answer 8 questions about your situation and get a personalised strategic assessment with specific moves tailored to where you are right now.   Take the Free Assessment → https://pilotcareerintelligence.netlify.app/   RISK MANAGEMENT & DECISION MAKING SIMULATOR   Practise structured decision-making using live flights. Our AI-powered simulator lets you work through RMM and T-DODAR frameworks on real Flightradar24 data, with AI-generated scenarios and personalised debriefs. Built by Bryan Roseveare for pilots who want to sharpen the skills that matter most when things go wrong.   Early bird: $29 one-time. Lifetime access.   Try the Simulator → https://bryanair.tools/   LINKS   World Cup Travel Tracker Dashboard → https://bapworldcuptracker.netlify.app/   Bryan Air — Career Intelligence for Pilots → https://bryanairpodcast.com/   Free Pilot Career Assessment → https://pilotcareerintelligence.netlify.app/   Risk Management & Decision Making Simulator → https://bryanair.tools/   Bryan Roseveare → https://www.bryanroseveare.com/   Watch on YouTube → https://www.youtube.com/@BryanAirPodcast   Support on Patreon → https://www.patreon.com/bryanair   #AviationPodcast #BryanAir #PilotLife #WorldCup2026 #PrivateJet

Scale Up Your Business Podcast
Jean Moncrieff: Building A Purpose-Driven Company

Scale Up Your Business Podcast

Play Episode Listen Later Jun 25, 2026 45:47


Nick talks to Jean Moncrieff, CEO of the Small Giants Community and author of Finding Freedom, who shares his personal journey of building a company, almost losing it through an ill-advised exit, and eventually selling it successfully to his management team.  The conversation explores how business owners can build high-value, purpose-driven companies that offer genuine lifestyle freedom. Jean and Nick dive deep into the crucial role of alignment, the psychology of leadership, and how to successfully navigate different exit options—including employee ownership models—by cultivating a high-performing leadership team. KEY TAKEAWAYS To successfully scale a business, founders must shift their mindset from needing to be the smartest person in the room to intentionally surrounding themselves with leaders who are highly capable of running things independently. When building a leadership team, alignment with the company's core values and unique culture is just as critical as a candidate's tactical skills and job capabilities. As an unprecedented wave of baby boomer business owners look to retire, a severe shortage of capable incoming leaders is creating a significant leadership vacuum. True financial and lifestyle freedom is achieved by systematically executing three distinct phases in order: exiting daily operational chaos, exiting the business's management operations, and finally, executing the financial exit of the business itself. BEST MOMENTS "Feed me, John, feed me... I was chasing output, I was chasing revenue... and I thought that's what this was all about."  "You don't want to control your business, you want to be able to curate above it; you want to be in charge, but control is bad because you're stuck in everything."  "I think it's almost like sticking a light bulb into the socket, and if the wiring's done right, the thing lights up." "The quickest way that I advise the founders that I work with to get to where they want to get to is bring the person who's done it. Bring the person in... and then get out of the way." VALUABLE RESOURCES Want to grow and scale your business? Check out Nick's Boardroom Program: ⁠https://gamma.app/docs/BOARDROOM-2026-FINAL-h2vknz5qne7vvwm⁠ To get your copy of Nick's book, Exit for Millions, go to ⁠http://bit.ly/4ngC2hO⁠ Nick's LinkedIn: ⁠https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Key Factors Podcast
From Boarder to Boardroom - Blanca Abbud

Key Factors Podcast

Play Episode Listen Later Jun 24, 2026 62:20 Transcription Available


Send us Fan MailSupport the showKey Factors Podcast is Powered by LoanBot.com Host: Mark Jones | Sr. Loan Officer | NMLS# 513437 If you would like to work with Mark on your next home purchase or as a partner visit iThink Mortgage.

Rising Tide Leadership Podcast
Leadership From Baghdad to the Boardroom | Dr. Andy Moye (Ep. 158)

Rising Tide Leadership Podcast

Play Episode Listen Later Jun 22, 2026 34:25


He flew combat missions over Baghdad. He led a company through layoffs in the AI era. And he says the same three leadership principles got him through both.

Energetic Radio
#379: Tim Arnold: From Bush to Boardroom - Leadership Lessons Rooted in the Land

Energetic Radio

Play Episode Listen Later Jun 21, 2026 44:13


Co-hosts Dale Sidebottom and Paul Campbell welcome Shepparton's own Timmy Arnold for a heartfelt, laughter-filled episode all about leadership, growth, and making an impact. Together, they explore the journey from humble beginnings to successful business ownership, unpacking the lessons learned along the way. Timmy Arnold shares his “Bush to Boardroom” analogies using lessons from life on the land to inspire great leadership, workplace culture, and personal reflection.Highlights include:Why giving beats getting, and the power of the “go-giver” mindsetLessons from the land: leadership analogies from gates, fences, gum trees, and wattlesThe importance of consistency over intensity as a leaderHonest reflections on personal growth, especially from their younger daysThe critical role of mentors, friendship, and gratitude on the journey to successReal talk about launching new ventures: big-picture thinking, selflessness, and relentless hard workShout-outs to supportive organisations like RB Sellers and their new venture, the Better Us ProjectThis episode is packed with practical advice, candid stories, and genuine appreciation for the people who shape us. Whether you're a teacher, business owner, leader, or just trying to grow as a person, you'll find inspiration and plenty of laughs in this down-to-earth conversation.

Million Dollar Relationships
From Prison Yard to Boardroom with Doug Noll

Million Dollar Relationships

Play Episode Listen Later Jun 19, 2026 29:41


What if the most powerful leadership skill in the world could be taught in a maximum security prison? In this episode, Doug Noll, lawyer turned peacemaker, mediator, and author of the upcoming Empathy Leadership, shares how walking away from a $10 million law career led him to one of the most profound discoveries in human communication. For 10 years he trained over 3,000 incarcerated men and women in maximum security prisons to prevent gang riots using a skill that can be learned in minutes and practiced in seconds. That skill is two words: You feel. The story that changed everything wasn't in a boardroom. It was a woman on a hospital bed in the world's largest women's prison, writing letters to a son who hadn't spoken to her in 18 years. What happened next is something Doug will never forget.   [00:05:00] What He Does and Who He Serves Lawyer turned peacemaker with a master's degree in conflict studies Left the practice of law in 2000 after 22 years as a trial lawyer Teaches nervous system leadership to executives, founders, and C-level leaders [00:06:00] The Three Questions Every Brain Asks Every brain in every meeting asks three questions every microsecond Am I safe? Can I trust you? Do I matter to you? If leaders don't get solid yeses, they've already lost the room A leader's first job is to regulate their own nervous system [00:07:30] How a Lawyer Became a Peacemaker Took up martial arts in his mid-30s and earned a second-degree black belt His teacher sent him to learn Tai Chi; it taught him soft is strong and vulnerable is powerful In a courtroom in the late 90s the thought hit him: what am I doing in here? [00:09:00] The River Trip That Changed Everything Spent 10 days alone on a raft on the Salmon River in Idaho thinking Could only count five people in 22 years of law who came out better than they went in Heard a radio announcement for a peacemaking master's degree and enrolled at 48 Gave one week's notice, left $10 million on the table, and walked away [00:11:00] What Inspires Him Wants to teach as many people as possible to stop fights before they spiral The skill: say "you feel" and name what the other person is experiencing When you name someone's emotions, their amygdala calms and they can think again [00:13:30] Client Impact Trained senior analysts at the Congressional Budget Office to de-escalate members of Congress Mediated a three-day dispute at a billion-dollar company where stakeholders could barely be in the same room Hardened business people regularly break into tears from the release of tension they've been carrying [00:15:00] The Relationship That Changed Everything: Laurel Klaffer and Sarah In 2009 a woman serving life without parole wrote letters from a hospital bed One letter landed with Doug's colleague Laurel Klaffer; she called Doug and read it to him Eight months later they were standing in front of 15 women in California's largest women's prison [00:16:30] Sarah's Letter: The Moment That Defined the Mission Sarah had been in prison 18 years for a fatal DUI that killed a family of four She gave up her three-year-old son when she entered prison; he never visited or wrote back Using what she learned, she wrote naming how he must feel For the first time in 18 years he wrote back: Mom, I love you; I'm bringing my girlfriend to visit [00:18:00] Prison of Peace: A Program That Went Global Sarah's story confirmed the work was about restoring humanity, not just peacemaking The program expanded to Corcoran State Prison, one of California's two supermaxes Prison of Peace is now operating in prisons across the world [00:22:00] Mike's Story: A Father Reconnected from Behind Bars Mike, a gang member at Corcoran, had a daughter who ran from him during visits He started naming her emotions on their weekly calls; within weeks she was a changed girl She began requesting her own weekly call just to be listened to On the next visit she ran and jumped into his arms; the guards looked the other way [00:27:30] Final Word: Two Words That Change Everything Conflict is inevitable; the painful emotions around it are not Every fight is a cry: please listen to me Say "you feel" and the argument dissolves; the problem can finally be solved   KEY QUOTES "Every fight, every argument is nothing more than a cry: please listen to me." - Doug Noll "When you name what someone feels, you choose humanity over ideology. You choose connection over being right." - Doug Noll "If the most violent men I've ever worked with could learn how to listen people into existence, imagine what it could do for everybody listening to this show." - Doug Noll CONNECT WITH DOUG NOLL Website: https://www.dougnoll.com Substack: https://www.dougnoll.substack.com LinkedIn: https://www.linkedin.com/in/dougnoll   Thanks for tuning in! If you liked my show, please LEAVE A 5-STAR REVIEW, like, and subscribe! Find me on: Apple Podcasts | Spotify | iHeart Radio | Stitcher  

Outside Insights
Changing the Community by Changing the Rules - Episode 75

Outside Insights

Play Episode Listen Later Jun 18, 2026 50:09


Send us Fan MailThis week on Outside Insights, I sit down with Logan Herring, the CEO of The WRK Group, to talk about how he has spent the last decade completely transforming community revitalization in Wilmington, Delaware.Logan challenges the traditional nonprofit model, arguing that social impact organizations should be run with the exact same professional infrastructure and financial discipline as top for-profit corporations. From turning around a failing community center to spearheading a massive 800-unit mixed-income housing development, Logan shares his exact blueprint for scaling with purpose.In this conversation, we get into:Why the nonprofit label is an operational disadvantage for social change.How to build a high-performance culture that balances deep passion with absolute professionalism.The strategy behind hiring for tomorrow instead of playing catch-up today.Mental Health Mondays and sustaining executive leadership at a high pace.The upcoming Purpose Built Communities Conference in Wilmington.Connect with Logan: theworkgroup.org Books MentionedJUMP: My Secret Journey from the Streets to the Boardroom by Steve Perry and Rocco Staino (Foreword by Logan Herring)P.S. Logan challenges every leader to practice the power of proximity. Urgency does not come from a corporate boardroom; it comes from being close to the people you serve.If this conversation resonates, forward it to a friend or colleague. Insight is meant to be shared.

Manager Memo podcast
From Bunker Hill to the Boardroom

Manager Memo podcast

Play Episode Listen Later Jun 18, 2026 37:07


Andy Moye is a U.S. Navy Veteran, CEO and Co-Founder of Glide Path Health, and a best-selling author. In this episode, Andy expands on the military lessons learned of the Moye family as documented in his recently published book, From Bunker Hill to the Boardroom.    Along the way we discuss – 250 Years of Service (1:10), Purpose over Vision (5:00), Adaptive Intelligence (5:45), Empower Teams (6:30), Purpose through Catastrophe (7:45), Lessons from the P3 Orion (10:30), Red Noses in Norway (25:00), When the Captain Falls (28:00), Power of Quiet Leadership (30:30), and Glide Path Health (33:30).  Grab a copy of Andy Moye's book @ From Bunker Hill to the Boardroom Schedule Andy to speak to your company @ Andy Moye, PhD This podcast is teamed with LukeLeaders1248, a nonprofit that provides scholarships for the children of military veterans. Help us sponsor 5 scholarships for 2026. Send a donation, large or small, through our website @ www.lukeleaders1248.com, PayPal, or Venmo @LukeLeaders1248.  Music intro and outro from the creative brilliance of Kenny Kilgore. Lowriders and Beautiful Rainy Day. 

Brands, Beats & Bytes
REMIX: Album 5 Track 15 - The Pursuit of Balance in the Boardroom w/Jeryn Turner

Brands, Beats & Bytes

Play Episode Listen Later Jun 18, 2026 79:04


REMIX: Album 5 Track 15 - The Pursuit of Balance in the BoardroomBrand Nerds! Get ready...we are talking about life inside and outside of the boardroom. Jeryn Turner is not only a successful business professional, she is also a yoga instructor and author who finds balance in life. She's inspiring us to think differently while still being successful and authentic.A jew-el dropper you don't want to miss! Here are a few key takeaways from the episode:Are you balanced in the boardroom?Go places you are loved, encouraged, and supported. That's where you thrive.Throwing away the script. Living authentically. The power of "AND" | Analog in a digital world.  NOTES:Connect with Jeryn at:www.JerynTurner.comInstagram: @spelmangeminiTwitter: @JerynTurnerFacebook: Jeryn TurnerView Her Books Here. Show Partner: SpecificityLearn More About Specificity Stay Up-To-Date on All Things Brands, Beats, & Bytes on SocialInstagram | Twitter

THE PRACTICE PODCAST
210. From the Dugout to the Boardroom: Building a Law Firm Through Faith and Relationships

THE PRACTICE PODCAST

Play Episode Listen Later Jun 17, 2026 31:52


In Episode 210 of The Practice Podcast, Jeff Bast and Brett Amron welcome Russ Brown, Co-Founder and Managing Partner of Brown Fox PLLC, for a conversation about resilience, entrepreneurship, leadership, and the relationships that fuel long-term success.Russ shares his unconventional path to the legal profession, from playing collegiate baseball and coaching high school athletes to building one of the nation's fastest-growing law firms. Along the way, he reflects on the lessons learned from setbacks, the importance of personal accountability, and how early experiences shaped his leadership philosophy.The discussion explores the founding of Brown Fox during the Great Recession, the role relationships played in the firm's early growth, and how a commitment to integrity, talent, and culture continues to drive its success today. Russ offers valuable insights into entrepreneurship, law firm growth, recruiting, and creating an environment where attorneys can thrive.Russ also discusses how his faith inspired him to use his legal career as a vehicle for service, leading to opportunities to train lawyers and support justice initiatives around the world, including work in India, the Democratic Republic of Congo, Rwanda, Kenya, and El Salvador.Throughout the episode, one theme remains constant: success is built on relationships. Whether serving clients, mentoring attorneys, growing a business, or supporting communities, meaningful connections remain at the heart of lasting impact.Key Topics:Lessons learned from athletics and leadershipBuilding Brown Fox during the Great RecessionEntrepreneurship and law firm growthBusiness development through relationshipsRecruiting and developing legal talentFaith, purpose, and service through the practice of lawInternational justice and pro bono workCreating a culture that attracts and retains great peopleTune in for an inspiring conversation about leadership, perseverance, and building something bigger than yourself.Streaming on  YouTube, Spotify, Amazon Music, and Apple Podcasts. We are also in the top ten percent of listened-to podcasts globally.

In The Loop
Figgy's Mixtape: Yung Miami In The Boardroom

In The Loop

Play Episode Listen Later Jun 17, 2026 13:11


Figgy's Mixtape, featuring a bizarre story about a man using lyrics from Yung Miami during a board meeting, the latest strange TikTok trend involving hot dogs and Gatorade, and more wild stories from around the internet.

Boardroom Governance with Evan Epstein
Emily Liggett: Informed Oversight Without Operational Interference

Boardroom Governance with Evan Epstein

Play Episode Listen Later Jun 15, 2026 58:49


(0:00) Intro *Reference to the Boardroom Governance Summit at Limerick Lane Cellars, Healdsburg, California (Aug 26-27, 2026)  (2:12) About the podcast sponsor: The American College of Governance Counsel. (2:59) Start of interview.  (4:00) Origin Story of Emily, and Stewardship  (6:15) From Engineer to CEO  (7:14) Companies that she led: Elo Touch Systems (97-00), Capstone Turbine (02-03), Apexon (04-07) and NovaTorque (09-17). (9:50) Changing geopolitics of manufacturing (10:49) First Boards and Public Company Lessons (first board experience in Japan) "The soft skills are the hard part to do." (15:48) On serving in private VC-backed boards. "If you know one board, you know one board. I mean, they are all so different." (22:43) On serving in non-profit boards. "It's one of the best possible ways to get governance experience." (26:20) CEO Mistakes (32:03) Board Succession for leadership and skills. (35:33) Board Evaluations Done Right  (37:41) What Makes Great Directors. *reference to Leading Edge Stewardship, by Linda Riefler and Mayree Clark (Stanford Women on Boards). "Asking the right question, at the right time, in the right way." (39:57) AI and the Boardroom. (46:16) Innovation Versus Oversight. "The goal is informed oversight without operational interference" (49:34) Teaching Governance to Stanford Students  (52:17) Boards need to have a long-term orientation in this short-term world. (52:34) Books that have greatly influenced her life: The Bible Why Nations Fail: The Origins of Power, Prosperity, and Poverty, by Daron Acemoglu and James A. Robinson (2012) The Count of Monte Cristo by Alexandre Dumas (1846) (54:12) Her mentors. "[T]hey told me things I needed to hear in a way that I could hear them because it's easy to get defensive." (55:38) Quotes that she thinks of often or lives her life by. "Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.' by Margaret Mead. (56:43) An unusual habit or an absurd thing that she loves.  (57:30) The living person she most admires in governance: Bob Joss. Emily Liggett serves on the boards of Ultra Clean Technology and Materion Corporation. She also serves as Lecturer at Stanford GSB, where she teaches corporate governance and board leadership. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Molecule to Market: Inside the outsourcing space
From Lab to Boardroom at Sartorius

Molecule to Market: Inside the outsourcing space

Play Episode Listen Later Jun 12, 2026 49:31


Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with René, covering:   How a lucky break brought him to Sartorius over 20 years ago, and what has changed and stayed the same over that time His journey from scientist to senior leader, and the evolution of biologics he has witnessed along the way The pace of innovation in bioprocessing, and how he thinks about speed, efficiency and flexibility Why innovation continues regardless of market cycles, through both boom and correction periods His perspective on the current biotech market reset and why it represents a healthy correction Despite building a €3.5bn powerhouse, how Sartorius has maintained a relentless focus on customers   René Fáber, born in 1975, has been Head of Bioprocess Solutions Division and Member of the Executive Board of Sartorius AG since 2019. In the same year, he became a Member of the Board of Directors of Sartorius Stedim Biotech S.A.; in 2023 he was appointed as CEO of the company. René Fáber studied chemistry in Bratislava, Slovakia, and earned his Ph.D. in polymer chemistry from the Technical University of Munich in Germany. He joined Sartorius in 2002, where he initially worked as a scientist on membrane modification. As Vice President, he held various management positions in R&D, Marketing for Filtration and Fermentation Technologies, as well as in Key Account Management. In his most recent position, he was responsible for the Product Development unit of the Bioprocess Solutions Division.     Molecule to Market is also sponsored by Bora Pharmaceuticals, and supported by Lead Candidate. Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating!  

Stay On Course: Ingredients for Success
Founder's Story: From the Bronx to the Boardroom, Figuring It Out Part 3

Stay On Course: Ingredients for Success

Play Episode Listen Later Jun 12, 2026 7:29


Founder's Story: From the Bronx to the Boardroom, Figuring It Out Part 3 Host: Julie Riga | Episode Type: Solo Episode Part 3 What You Will Learn: Julie bridges her college years into her early career, tracing the jobs, lessons, and life moments that quietly built the foundation of who she is today. From learning to negotiate contracts and coordinate productions to sitting at KRS-One's kitchen table and being told to figure it out, every experience added a layer to her leadership story. Key Topics: The Early Career Jobs That Taught Her Everything: Working as a production coordinator at Rack Productions coordinating video shoots, billing, and contracts Why early career jobs are some of the most powerful learning experiences of your life How each role built skills she would carry forward for decades The KRS-One Chapter: Working as a personal assistant to legendary hip hop artist KRS-One from 1997 to 1998 The broken fax machine moment and the four words that defined the job: "Figure it out, Julie" How resourcefulness, phone calls, and showing up became her most important tools Why this role was her first real introduction to entrepreneurship The Family Legacy Behind the Leader: Growing up with immigrant parents: a father from Italy and a mother born in Siberia Julie's mother was carried through a forest as a baby while her family fled Nazi Germany How the fabric of trauma and learning shaped the woman Julie became Putting personal hardship in perspective against the weight of generational resilience Memorable Quotes: "Figure it out, Julie. You are gonna figure it out." "I learned some really important skills. There is so much to be said about that job." "The fabric that made who I am today was one that was deep trenched in learning, in trauma, and learning and trauma." "My mother and father's life was harder. They went through war. I just went through people yelling at me and talking bad about me. You put it in perspective." "Somehow we get back up again and we stay on course." "Life is not a straightforward thing. It never will be and it never has been." Key Takeaways: Resourcefulness is one of the most powerful skills any leader can develop Early career jobs teach you more than any classroom ever could Being told to "figure it out" is not a burden. It is an invitation to grow Your family story is part of your leadership story whether you realize it or not Perspective is everything. Put your hard seasons next to someone else's and recalibrate No matter what life brings, the mission is always the same: stay on course About Julie Riga: Julie Riga is a leadership coach, TEDx speaker, bestselling author, and host of the Stay On Course Podcast. She helps leaders and business owners discover their true purpose, build authentic confidence, and break through to their next level of success. Services: One on One Coaching | Leadership Programs | Training Programs | Brand Building Explore all of Julie's resources here: https://stacklist.app/julieriga Subscribe to Stay On Course wherever you listen to podcasts Share this episode with someone who needs to be reminded that every hard season has a purpose #StayOnCoursePodcast #FoundersStory #PurposeDrivenLeadership #PersonalGrowth #LeadershipMindset Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scale Up Your Business Podcast
Alan Smith: How To Identify Your Freedom Number

Scale Up Your Business Podcast

Play Episode Listen Later Jun 11, 2026 49:12


Nick sits down with Alan Smith, the founder and CEO of Capital Partners, to strip away the dry spreadsheets of traditional wealth management and focus on the human side of financial freedom.  Alan argues that true wealth isn't just about collecting assets, but about defining your "freedom number"—the exact, personalised amount needed to fund your ideal lifestyle without future financial worry.  By prioritising personal values, family dynamics, and a clear perfect average day framework over basic investment returns, the duo reveals how business owners can reverse-engineer their exit goals, protect their families, and enter future negotiations with unshakeable confidence. KEY TAKEAWAYS True wealth planning should start years before an exit by calculating a highly personalised "freedom number" based on your ideal life, rather than relying on arbitrary round figures. Traditional wealth management prioritises asset gathering and standard returns, but effective planning shifts the focus to what the money is actually for, including family security and lifestyle design. Success should be reverse-engineered by mapping out a sustainable, ideal daily routine—such as a perfect Tuesday—and determining the exact economic resources required to fund it continuously. Knowing your exact financial requirements allows you to enter business exit negotiations with absolute conviction, an established walk-away number, and a minimised risk of leaving millions on the table. BEST MOMENTS "As much as I can help a founder build a more valuable company, I'm not an expert in the wealth side of things. And the best way to look at this is... you've got to have a plan around that."  "If you really distill it all down, what we're all looking for, I believe, is financial freedom. Financial independence. A work-optional lifestyle."  "It's not a day you're sitting on the beach drinking piña coladas all day... it's got to be a day that you'd be happy to repeat for the rest of your life, every day."  "So many of winning the game when you sell to a sophisticated buyer is posturing... and you've got to be able to compete before you can win." VALUABLE RESOURCES Want to grow and scale your business? Check out Nick's Boardroom Program: ⁠https://gamma.app/docs/BOARDROOM-2026-FINAL-h2vknz5qne7vvwm⁠ To get your copy of Nick's book, Exit for Millions, go to ⁠http://bit.ly/4ngC2hO⁠ Nick's LinkedIn: ⁠https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

ITSPmagazine | Technology. Cybersecurity. Society
When the Boardroom Asks "Are We Okay?" | A Brand Spotlight at Infosecurity Europe 2026 with Ian Schenkel, VP Sales, EMEA & APAC of Intel 471

ITSPmagazine | Technology. Cybersecurity. Society

Play Episode Listen Later Jun 11, 2026 16:33


Something has changed at the board level. Recorded in the media room at Infosecurity Europe 2026 in London, Ian Schenkel, VP Sales, EMEA & APAC of Intel 471, describes directors who no longer take security on faith. After a year of headline breaches from Jaguar Land Rover to Marks and Spencer and the Co-op, leadership wants proof rather than promises. What does the board actually want to know? A straight answer to one question: are we okay? Ian Schenkel starts with geopolitics. Nation-state activity, supply chain exposure, and shifting global markets all shape whether a business can keep running. Threat intelligence becomes the early warning system leaders use to decide where to move and which actors have a history of targeting their industry. The next question gets personal. Does this affect us? Have we already been hit? This is where Intel 471 leans on retroactive threat detection. When new indicators of compromise surface, an analyst can build detection queries in seconds against a SIEM, SOAR tool, SentinelOne, Microsoft, or Palo Alto, then report back to the board with a clear answer. How does intelligence reach the board without getting lost in the weeds? It travels as a story the board can act on. Intel 471 pulls its three core areas, cyber threat intelligence, attack surface management, and threat hunting, into a single report that scales from an executive summary to a detailed account of what was found and neutralized. The stories make it real. During merger rumors, an attacker registered a look-alike domain and emailed employees from it. In another case, Intel 471 warned an organization it did not yet work with about a politically motivated actor that was openly discussing it. The value is the early signal, long before perimeter and endpoint defenses ever engage. Sometimes the right move is not technical at all. It might be briefing executives on targeted ransomware or reminding employees to stay alert against the email that has not arrived yet. The throughline, as Ian Schenkel frames it, is prevention over reaction, and a board finally asking the right questions. This is a Brand Spotlight. A Brand Spotlight is a ~15 minute conversation designed to explore the guest, their company, and what makes their approach unique. Learn more: https://www.studioc60.com/creation#spotlight GUEST Ian Schenkel, VP Sales, EMEA & APAC, Intel 471 LinkedIn: https://www.linkedin.com/in/ianschenkel/ RESOURCES Learn more about Intel 471: https://www.intel471.com Connect with Ian Schenkel on LinkedIn: https://www.linkedin.com/in/ianschenkel/ Infosecurity Europe 2026 event coverage: https://www.itspmagazine.com/infosecurity-europe-2026-infosec-london-cybersecurity-event-coverage Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight ▶︎ Get your own Brand Briefing at an upcoming event: https://www.studioc60.com/buy-brand-briefings KEYWORDS Ian Schenkel, Intel 471, Sean Martin, brand story, brand marketing, marketing podcast, brand spotlight, cyber threat intelligence, threat hunting, attack surface management, board reporting, geopolitical intelligence, early warning system, indicators of compromise, retroactive threat detection, business resilience, Infosecurity Europe 2026 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas With Bela and Mike
EP-194 Beyond the Hospital Boardroom: Leadership Lessons with Retired CEO Dave Kruczlincki Re -Issue

The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas With Bela and Mike

Play Episode Listen Later Jun 11, 2026 16:29


Welcome back to The Unconventional Path, where we explore the unique stories of entrepreneurship, innovation, and leadership. In this special reissue from our archives, hosts Bela Musits and Mike Wasserman sit down with Dave Kruczlincki, the retired CEO of Glens Falls Hospital. Dave shares a masterclass in navigating the complex world of healthcare leadership, reflecting on a career that spanned nearly 35 years.Running a large community hospital is a balancing act of immense proportions. Dave discusses the "tugging forces" a CEO must manage daily, including strict regulators, dedicated physicians, thousands of employees, and the expectations of the patients and the local community. He provides a behind-the-scenes look at the strategic decision-making process, explaining that there is no simple formula or algorithm for determining which services to provide. Instead, leadership requires a blend of rigorous analytical viewpoints—looking at financial performance, fundraising opportunities, and substitute services—and subjective analysis conducted alongside a community board.A significant portion of the conversation focuses on the "unconventional" nature of Dave's own career path. Far from a linear progression, his journey was a constant process of learning fueled by fortitude and "more than a little bit of good luck". Dave recounts starting as the first-ever director of personnel at Saratoga Hospital—a role he admits he initially knew nothing about—before moving into management engineering at Glens Falls. These early roles allowed him to study the "flow" of a hospital, from the ER to inpatient units, providing a foundational education in organizational throughput.He also shares the invaluable experience of serving as the CEO of a small rural facility, which he describes as a "microscopic laboratory" for leadership. Whether discussing the difficult decisions behind "rationing" services like pain management or patient transportation, or the importance of staying committed to hard work, Dave's insights are essential for any aspiring leader or business professional.Connect with The Unconventional Path:Our podcast is now available on YouTube. Simply search for "The Unconventional Path" to subscribe and never miss an episode.We're always on the lookout for interesting guests to feature on our show. If you know someone who has an inspiring story, unique perspective, or valuable expertise to share, please let us know. We're eager to connect with potential guests who can bring fresh insights and engaging conversations to our audience.We also love hearing from our listeners! Your questions, comments, and suggestions are incredibly valuable to us. Send us an email at bela.and.mike@gmail.com with your thoughts, and we'll do our best to address them in a future episode. Whether you have a question about a specific topic, feedback on a recent episode, or ideas for future content, we want to hear from you. Your engagement helps us shape the show and deliver content that resonates with our listeners.Thanks for listening,Bela and MikeSEO Search Terms: Healthcare Leadership, Hospital CEO Interview, Glens Falls Hospital, Strategic Decision Making, Career Path Stories, Management Engineering, Community Hospital Challenges, Organizational Culture, The Unconventional Path Podcast, Leadership Lessons.

Joey Pinz Discipline Conversations
#868 Kaseya Connect 2026: Andrea McGlothin - From Classroom to Boardroom: Lessons That Scale

Joey Pinz Discipline Conversations

Play Episode Listen Later Jun 10, 2026 38:05 Transcription Available


Send us Fan MailWhat happens when a former elementary school teacher steps into the fast-paced world of tech sales and MSP project management?In this episode of Joey Pinz Conversations, Andrea McGlothin shares a powerful journey from teaching first graders how to read to helping MSPs structure projects for real profitability and success.

Wings Of...Inspired Business
Dare to Rise: Navy Captain Jenn Donahue on Leadership Insights from the Battlefield to the Boardroom

Wings Of...Inspired Business

Play Episode Listen Later Jun 9, 2026 34:03


Jenn Donahue PhD is an entrepreneur, civil engineer, author, and retired US Navy Captain whose company JL Donahue Engineering works on large scale, high profile geotechnical projects for clients ranging from PG&E and Duke Energy to the Tennessee Valley Authority and Bay Area Rapid Transit (BART). Over her military career, Jenn has built a bridge across the Euphrates River in the midst of the Iraq war, commanded an 800-personnel Battalion in Afghanistan, and constructed combat outposts in the middle of deserts filled with insurgents. Jenn has designed the seismic plans for a bridge over the Panama Canal and built roads by drilling and blasting in Ketchikan. She's the author of The Warrior Framework and the founder of Dare to Rise.