Podcasts about boardroom

Dr. Carey Chronis, pediatrician, business owner, speaker, and author of Connection Rethink: Team Culture from Home to Boardroom, who helps leaders rethink team culture by looking at where it first begins - at home.Through his 25 years in private pediatric practice, leadership experience, and keynote presentations, Carey explores the six pillars of team culture: safety, cooperation, trust, purpose, change, and resilience.Now, Carey's journey from running a busy medical practice to recognising the powerful connection between family life and workplace culture demonstrates how the way we show up at home can shape the way we lead at work.And while helping families and organisations build stronger connection, trust, and cooperation, he's showing leaders that the solutions to stronger teams may be closer than they think.Here's where to find more:www.CareyChronisMD.com https://www.linkedin.com/in/carey-chronis-md-15514415/ www.DrCareys.com https://www.facebook.com/DrCareyBabyCare/________________________________________________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

Ken and Anthony react to the Seahawks' record $9.6 billion sale and what it means for franchise valuations league-wide, including the Browns' jump to $8.6 billion. They debate whether the Haslams will ever actually sell, weigh the tradeoffs of an individual owner versus a corporate boardroom, and question whether a private equity group would even have taken a chance on Johnny Manziel back in the day. They close by wondering if tonight's preseason game is really a showcase for Dillon Gabriel with the QB competition already decided.

Anthony Reeves, author, speaker, and former global leader at Amazon, Airbnb, and WPP, who helps leaders and organisations cut through complexity, protect what makes them different, and move forward with clarity.Through his speaking, consulting, and book Eat The Donkey, Anthony brings hard-won lessons from the Outback and the boardroom to help businesses simplify pressure, alignment, decision-making, and the growing threat of sameness in the age of AI.Now, Anthony's journey from one of the loneliest and most hostile places on the planet to some of the world's most demanding boardrooms demonstrates the power of resilience, simplicity, and keeping your name intact when everything is on the line.And while he has seen the cost of not taking care of himself while building a high-pressure career, he now uses those lessons to help others lead with more clarity, humanity, and strength.Here's where to find more:anthonyreeves.co https://www.linkedin.com/in/anthonyreeves/________________________________________________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

Richard Entrup is unusual in quantum circles: he's not a physicist, and he doesn't pretend to be. He spent decades as a CIO, CTO, CDO, and CISO at organizations including Verizon, Christie's, Disney/ABC, Time Warner, and Tiffany & Company before joining KPMG to lead its Emerging Solutions practice. That background — deep operational experience on the client side — shapes everything about how he thinks about quantum. He's not selling a hardware roadmap; he's thinking about what it actually takes to get a large, complex organization to change its cryptographic infrastructure before a threat materializes.The conversation matters now because the signals are accelerating. NIST has finalized its first post-quantum cryptography standards, executive orders in the US are pushing federal agencies toward PQC migration, and the algorithmic efficiency gains that reduce the qubit threshold for breaking RSA-2048 keep coming. Listeners who work in enterprise technology, cybersecurity, or quantum strategy — or who advise organizations that do — will find Entrup's practitioner perspective a useful counterweight to the more hardware-focused conversations that dominate the field.What We Get IntoWhy Q-Day's exact date is the wrong question — and why the more important issue is how long it will take enterprises to even inventory their cryptographic exposure, let alone remediate itThe scale of the cryptographic migration problem, including why a single laptop may contain hundreds of individual cryptographic components and why upstream/downstream API dependencies make this a supply-chain-wide challenge, not just an internal IT projectWhy "harvest now, decrypt later" creates urgency today, regardless of when fault-tolerant quantum computers arrive — and how compliance and regulatory timelines interact with that threat modelWhat crypto agility actually means in practice — moving from a "set it and forget it" cryptographic posture to a dynamic, continuously monitored framework, including the pressure SSL certificate renewal windows are already creatingHow KPMG built its PQC practice, incubated it within the firm, and handed it off to the cybersecurity advisory team as a core service offeringThe "good quantum" side of the ledger — how KPMG's emerging research function is approaching quantum computing as a source of competitive advantage, not just risk, and what sectors are furthest along in exploring itThe AI-quantum convergence, including Entrup's observation that AI is already being used to read and crack code — and what that means for the urgency of cryptographic modernizationWhy the enterprise quantum opportunity still has a long tail, and how the current moment compares to the early infrastructure phase of the internet — when everyone was talking about TCP/IP and DNS, not Uber or NetflixResources & LinksGuest & OrganizationRichard Entrup — Worth Magazine Profile — Career arc from CIO/CISO roles at major global brands to KPMG's Emerging Solutions practiceKPMG Quantum Dawn (2025) — KPMG's enterprise quantum readiness hub, introducing the Q-PREP framework and PQC implementation services, with Entrup as named leadReports & ResearchKPMG — "The Quantum Threat Is No Longer Theoretical" (2026) — The threat brief discussed in this episode, charting the rapid decline in qubits needed to crack RSA-2048 and urging immediate PQC migrationKPMG — "From Theory to Impact: Real-World Results in Quantum Machine Learning" (2026) — KPMG's joint report with IBM and Kipu Quantum on measurable quantum ML results on real hardwareKPMG — "Prepare Now for Quantum Cyber Risk" — Board Leadership Article (2026) — C-suite and board-level guidance on integrating quantum risk into enterprise oversightarXiv — "Quantum-enhanced satellite image classification" (2026) — The underlying research paper behind the KPMG/IBM/Kipu Quantum ML resultsEcosystem & EventsChicago Quantum Exchange — KPMG Joins CQE (October 2024) — Announcement of KPMG's formal CQE membership, referenced in the episode as part of the firm's ecosystem-building strategyKPMG 2026 Quantum Consortium — The inaugural KPMG Quantum Consortium event (March 2026, Orlando) discussed in the episodeIndependent CoverageQuantum Computing Report — KPMG joins Chicago Quantum Exchange (2024) — Independent coverage of KPMG's CQE partnership and enterprise quantum strategyQuantum Zeitgeist — Kipu Quantum satellite imagery coverage (Feb 2026) — Independent analysis of the KPMG/IBM/Kipu hybrid QML resultsKey Quotes & Insights> "It's not if but when. And it could be five years, could be three years, could be ten years. The fact is organizations are not gonna be ready. And that's the scary part." — Richard Entrup on Q-Day> "This is not just the CISO. This is gonna be the software engineering app dev guys. This is gonna be all your partners, upstream and downstream, who have to also be compliant — because if you change your crypto and they don't, that stuff's gonna break." — On why PQC migration is an enterprise-wide, supply-chain-wide problemInsight: Entrup draws a sharp distinction between the "bad quantum" (cryptographic risk requiring urgent defensive action) and the "good quantum" (competitive opportunity with a longer tail) — and argues that most organizations aren't adequately addressing either.Insight: The analogy to the early internet is deliberate: just as the 1990s were consumed with TCP/IP and DNS rather than the applications those protocols would eventually enable, the current quantum moment is still largely an infrastructure conversation — and that's normal, not a sign of failure.> "AI is expediting all of this. If AI is doing one thing, the use case is reading code and cracking it. That's pretty scary." — On the intersection of AI capability and cryptographic vulnerabilityRelated EpisodesEp. 81 — Quantum LDPC Error Correction with Larry Cohen and Paul Webster — Directly relevant: Cohen and Webster discuss how QLDPC error correction reduces the qubit overhead needed for RSA cryptanalysis, the technical underpinning of the threat timeline Entrup describesEp. 38 — Quantum Machine Learning with Jessic...

Welcome to Season 5 of the Braving Business podcast.In this season premiere, co-hosts PJ Benoit and Tal Zlotnitsky dive into a challenge that quietly undermines almost every organization: how to lead effectively through human difference. Rather than treating differences in background, communication styles, generations, or perspectives as obstacles to manage or suppress, what if leaders treated them as dormant capital waiting to be mined?Joining the show are two co-authors of the book All the Difference: How Great Leaders Create Value From Diversity: Lt. Gen. Leslie C. Smith (Ret.), former 66th Inspector General of the U.S. Army, and Stuart Kliman, founding partner at Vantage Partners and alumnus of the Harvard Negotiation Project.From combat operations to Fortune 500 boardrooms and high-growth tech startups, Gen. Smith and Stu share why navigating difference is not an HR checklist or standard DEI policy—it is a core leadership capability called Difference Intelligence.Inside the EpisodeDifference as an Asset: Why modern teams are more difference-filled than ever, and how viewing friction as "dormant capital" creates real competitive advantage.Leadership Through Love (Agape): Gen. Smith shares why true military leadership is rooted in love, care, setting the conditions for success, and serving those you lead.The 6 Target Actions: An inside look at the actionable framework from All the Difference, including Knowing Yourself, Returning to Respect, Activating Honesty, Seeing the Full Story, Igniting Togetherness, and Committing to Action.The 4 Leadership Landmines: How default certainty, inconsistency, reactivity, and justification derail even well-intentioned leaders.The Living Case Study: How three distinct co-authors (a 3-star general, a corporate strategy expert, and an executive coach) lived through their own friction, debates, and diverse perspectives to write this book.Preparing the Battlefield for Decisive Action: How investing in trust and transparency ahead of time makes tough, decisive leadership choices stick when the stakes are highest.Notable Quotes"Difference is gravity. It's part of the human condition. Poorly managed, it undermines your success; well managed, it becomes a source of tremendous value." — Stuart Kliman"Those who lead must first serve. Leadership is about taking people not only to where they want to go, but beyond where they think they have the ability to go." — Lt. Gen. Leslie C. SmithResources & LinksGet the book: All the Difference (available wherever books are sold)Learn more about our hosts and upcoming episodes: Braving BusinessCheck out Cara Tanamachi's new novel Kiss, Marry, Kill at Cara the AuthorCatch PJ on The Blackhawks Daily on YouTube and major podcast platformsConnect with Braving BusinessWebsite: bravingbusiness.comFollow us on LinkedIn, Facebook, and YouTubeDon't forget to follow, rate, and review the show on Apple Podcasts and Spotify!

Nick breaks down why scaling roadblocks are rarely a mindset flaw or a faulty strategy, but rather a rational reaction to operational exposure, isolation, and shrinking time horizons. Instead of relying on passive positive thinking, Nick outlines how founders can regain clarity and momentum by fixing structural vulnerabilities, expanding decision-making horizons, and taking small, decisive actions that generate real-world evidence. KEY TAKEAWAYS What feels like a negative mindset is usually a founder's rational response to unaddressed structural risk, fragility, or cash flow pressure in the business. A struggling founder's focus unconsciously shrinks to daily and weekly firefighting, whereas a thriving leader operates on multi-year time horizons. Isolation distorts perspective, making intentional peer connection and regular mastermind environments vital for objective decision-making. Confidence and belief are lagging indicators that return through taking concrete, small actions rather than relying on positive affirmations. BEST MOMENTS "When a founder's mindset has gone bad, so to speak, it's usually a rational response to something in the business that nobody has yet understood properly or fixed." "What looks like a confidence issue is very often a correct read of the risk that you're carrying." "You get it back by starting with structure, not starting with mindset." "Fear grows in the gap between what you assume and what you have actually done." 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/

On this episode of Coaching Call, Sifu Rafael welcomes Dr. Jenn Donahue, a powerhouse of leadership, courage, and resilience whose career spans military command, civil engineering, entrepreneurship, and global speaking.Jenn Donahue, PhD, is an author, retired U.S. Navy Captain, and former Commodore who commanded a regiment of 1,800 personnel. During her remarkable 27-year military career, she built a bridge across the Euphrates River during the Iraq War, led an 800-person battalion in Afghanistan, and constructed combat outposts in some of the world's most challenging environments.Today, as founder of JL Donahue Engineering, Inc. and Dare to Rise, Jenn brings lessons from the battlefield into the boardroom, helping leaders overcome the mental and emotional barriers standing between them and their potential. She lectures at UC Berkeley, UCLA, and Cal Poly and inspires audiences around the world as an international keynote speaker on leadership and mindset.Join us for a powerful conversation about leading under pressure, developing resilience, overcoming self-doubt, and having the courage to rise when circumstances demand more from you.Watch on YouTube and subscribe:https://www.youtube.com/@sifurafaeltv?sub_confirmation=1Sifu Rafael is a master instructor and founder of Speaking Prowess, combining communication and leadership to help people unlock their potential with greater clarity, confidence, and purpose.This episode is brought to you by Sifu's Mind Body Method, a lifestyle transformation blending movement, mindset, nutrition, hydration, fasting, journaling, and faith. Learn more at sifumethod.comThat's where connecting with Sifu Rafael matters.Through Speaking Prowess and Sifu's Mind Body Method, Sifu Rafael helps leaders, entrepreneurs, and experts refine their message, command a room, and step onto more stages with clarity and confidence. From podcasts and live shows to keynote stages and curated experiences, he helps people get seen, heard, and positioned as trusted voices in their industry.If you know you're meant to speak, lead, and impact at a higher level, this conversation is your invitation.Visit sifurafael.com to connect, explore speaking opportunities, and start positioning yourself for more stages, stronger presence, and real influence.#coachingcall #sifurafael #jenndonahue #daretorise #leadership #resilience #militaryleadership #womeninleadership

In this episode of The Nonprofit Exchange, I had the pleasure of speaking with Christine Lester, a lifelong learning and organizational development leader. Our conversation, titled "From the Classroom to the Boardroom," explored the unique journey Christine has taken from teaching young people to leading nonprofit organizations. Christine shared her insights on the importance of recognizing untapped talent within nonprofits and the challenges these organizations face, particularly in securing funding. She emphasized the need for leaders to develop softer skills, such as inclusivity and accessibility, which are often overlooked in traditional leadership training. We discussed her role as the founder of the Minister Development Center and her work with West Midlands Tomorrow, where she focuses on creating inclusive leadership and fostering community impact. Christine described herself as a "knowledge altruist," committed to sharing her expertise and helping others find their pathways to success. Throughout our conversation, Christine highlighted the significance of recognizing prior learning and experience, especially for young people entering the workforce. She passionately advocated for a more inclusive approach to education and employment, urging leaders to uncover hidden talents and capabilities in their teams. As we wrapped up, Christine expressed her hope for the future of nonprofit leadership, noting that the passion and tenacity of nonprofit leaders often surpass that of their corporate counterparts. Her insights serve as a powerful reminder that leadership is about creating systems and relationships that enable collective success. Join us for this enlightening discussion that encourages nonprofit leaders to stay open to opportunities and leverage the knowledge present in their communities for lasting impact. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ondo's founder died at 32, and now his mother and its ousted president are fighting for control. Katherine, Jessi, and Vy on the succession lesson crypto keeps skipping. ======================================================== Thank you to our sponsor! Visit 1inch.com  to swap tokenized securities, crypto and more. Simple. Secure. Self-custodial. Whatever asset you're buying - swap it at 1inch.com ======================================================== Ondo Finance co-founder and CEO Nathan Allman died suddenly this summer at 32, leaving the real-world-asset tokenizer with zero sitting directors and two people claiming to run the company: ousted president Ian De Bode, and Allman's mother Kathleen, acting for his estate. Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le use the fight to unpack a problem that has nothing to do with crypto and everything to do with it: what happens when a fast-growing company never writes down a succession plan. They also cover the White House's new frontier AI oversight framework, which officials confirm exists but will not publish, a proposed FDIC and OCC certification that would let a fintech satisfy every bank's diligence questions at once, and the CLARITY Act's newly scheduled September 15 cloture vote, squeezed into a narrow window before midterms. Vy Le asks the harder question underneath all three stories: can boundaries this important really be left voluntary? Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Katherine Kirkpatrick Bos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host of DEX in the City and General Counsel of Chainlink ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda Timestamps

  This is an incredible MASHUP podcast as we combine forces with SHeCommerce podcast and have the two superstar hosts, Cristina and Jacqui on the show. Wow, this one is so incredible as we break down what is going on with women in the retail and ecommerce space! From C-Suites to Boardrooms, where are we and how do we continue to bring women to the deserved table with more power!  The Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email   GUEST Jacqui Dynowski  LinkedIn: https://www.linkedin.com/in/jacquidynowski-shecommercepodcast/ SHeCommerce Website: https://shecommercepodcast.com   GUES  Cristina Marinucci LinkedIn: https://www.linkedin.com/in/cristinamarinucci/ SHeCommerce Website: https://shecommercepodcast.com/ QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

Marcus Aurelius Anderson sits down with Brent LaJeunesse, a former street cop, entrepreneur, and corporate director of special investigations. They dig into adversity, physical reinvention after 50, and what genuine leadership looks like across three high-stakes careers. Brent shares the frameworks he developed along the way and explains why forging yourself first is the foundation for everything else. Episode Highlights: 2:40 – Brent recounts a harrowing suicide-by-cop incident from his years as a street officer in Edmonton. 1:20 – Breaking down the FORGE framework: Foundation, Ownership, Resilience, Guidance, and Execution. 28:29 – How Brent let his physical fitness slip while building his company and how he rebuilt his edge after 50. 42:09 – Why keeping a quiet promise to yourself is the most powerful first step toward lasting change. Brent LaJeunesse is a former street cop, entrepreneur, and corporate director of special investigations with decades of experience in high-pressure environments. After ten years on the Edmonton Police Service, Brent immigrated to the United States, built two investigation firms, and rose to VP at a national risk management company. At 50, he rebuilt his body and his mindset and channeled those lessons into his FORGE framework and his book Forge After 50. His forthcoming book, Badge to the Boardroom, is available for pre-order. Connect with Brent at brentlajunesse.com. Learn more about the gift of Adversity and my mission to help my fellow humans create a better world by heading to www.marcusaureliusanderson.com. There you can take action by joining my ANV inner circle to get exclusive content and information.See omnystudio.com/listener for privacy information.

Today, Janice is joined by Dottie Schindlinger, Executive Director of the Diligent Institute. With more than 25 years of experience helping boards and executives make better decisions through effective governance, Dottie shares the early inspirations that shaped her career and explores the often-overlooked impact of AI in the boardroom, from decision-making to the evolving responsibilities of today's leaders.Tags: janice, ellig, group, dottie, schindlinger, impact, board, boardroom, ai, future, executive, director

Raveesh Dewan is the President and CEO of Joget Inc., a technology company that provides an open, AI-powered low-code platform for building, automating, and integrating enterprise applications. Under his leadership, Joget has continued to expand as a global enterprise platform used by Fortune 500 companies, government agencies, and organizations across more than 100 countries. Before joining Joget, Raveesh held executive roles at CareFirst BlueCross BlueShield, helping shape its business and technology roadmaps. His work centers on digital transformation, open innovation, and responsible enterprise AI adoption. In this episode… Organizations face a critical challenge: modernizing legacy systems without sacrificing speed, security, or flexibility. As AI transforms enterprise software development, how can businesses accelerate digital transformation while staying in control? For Raveesh Dewan, an engineer, open-source advocate, and enterprise technology leader, the answer lies in combining low-code development with AI while keeping organizations in control of their technology. He highlights that simply automating inefficient processes only creates faster inefficiencies, making process improvement just as important as automation. From helping a telecommunications company replace a legacy ERP system in under nine months to enabling a hospice to digitize patient records and improve patient care, he demonstrates how visual application development can solve complex business challenges. Raveesh also explains the rise of "vibe composition," the advantages of open-source platforms, and how reusable applications help organizations innovate more quickly without sacrificing governance or scalability. In this episode of the Inspired Insider Podcast, host Dr. Jeremy Weisz sits down with Raveesh Dewan, President and CEO of Joget Inc., to discuss building AI-powered enterprise application platforms. They explore how to avoid the pitfalls of automating broken processes, replace legacy ERP systems with low-code solutions, and use AI-driven visual app composition to accelerate innovation. 

Leadership is not about finding the perfect title. It is about discovering the purpose that drives every decision you make. In this special episode, Scott Albrecht turns the microphone around and interviews co-host Scott Anderle about the experiences that shaped his leadership philosophy. From struggling as a musician and discovering the credit union movement to building a personal mission centered on inspiring and equipping others, Scott shares how purpose evolves over time. They also explore how leaders can create stronger cultures through intentional development, continuous learning, and a commitment to raising the production value of every member and employee experience. If you've ever wondered how to align your personal purpose with your organization's mission, this conversation provides a practical roadmap.  In this episode we talk about and answer these questions:  How can your personal purpose evolve as you grow in leadership?  Why should your department's mission align with your organization's mission?  How do books and continuous learning sharpen leadership effectiveness?  What does "production value" mean, and how can leaders apply it to member and employee experiences?  What leadership framework helps create accountability while developing people?  How can practice and preparation build confidence before difficult leadership conversations?  Click Here to Submit Your Questions   Links from show:  Unreasonable Hospitality by Will Guidara  Atomic Habits by James Clear  Start With Why by Simon Sinek  Emerging Leaders Program  Subscribe to the ServiStar Leadership Podcast on your favorite streaming service 

In this episode of C.U. On The Show's AI in the Boardroom series, host Doug English speaks with Lamont Black, founder of Wide Open Ventures and an associate professor of finance at DePaul University, about how credit union boards can begin using approved AI tools for interactive board-packet review and strategic planning. Their conversation also looks ahead toAI-supported financial modeling, more accessible organizational data, and the possibility of AI agents contributing additional perspectives to board discussions.Watch the video version of this episode: https://youtu.be/BCScOYM4duIRead the episode summary here: How Credit Union Boards Can Use AI to Ask Better Questions and Strengthen Strategic Planning | ACT AdvisorsEmail doug@act-advisors.com with any inquiries.The guests on today's show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.

In 1984, the Walt Disney Company was worth more dead than alive. Disney Animation — the heart of Walt's famous flywheel — had stagnated for years, bleeding away talent while corporate raiders circled, salivating over offers to sell off the film library to MGM and offload the parks to hotel operators. But what followed instead was the greatest turnaround in media history under Michael Eisner and Frank Wells. Beauty and the Beast. The Lion King. Broadway. Bringing the Disney Vault home on VHS and DVD. And the greatest media acquisition of all time — ESPN.And then... it all almost fell apart. Again. Euro Disney turned into a money pit. Boardroom and executive infighting ran rampant. Animation descended into a dumpster fire. (Remember Chicken Little? Us neither.) Comcast — Comcast!! — tried to steal the company via a hostile takeover. Out of the chaos, a new generation of Disney management emerged under Bob Iger to stage yet another epic comeback with Pixar, Marvel and Lucasfilm, creating the defining media empire of the 21st century…until the tech companies came along. Tune in for the ultimate Acquired thrill ride: Disney, Part II.Sponsors:Many thanks to our fantastic Fall '26 Season partners:SierraSentryWorkOSAnthropicLinks:Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Official Acquired Meetup on Sept 17th with our friends at Sentry. Join us!The Acquired Disney Part II Companion PDFWorldly Partners' Multi-Decade Disney StudyAll episode sourcesCarve Outs:Warby Parker Transitions Extra ActiveMichael Arndt's Toy Story 3 Story PresentationThe Golden State ValkyriesMore Acquired:Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:50 Intro00:05:07 Disney in Chaos (1984)00:11:33 Eisner, Wells, Katzenberg Arrive (1984)00:24:30 Animation Renaissance & CAPS Tech (1989)00:37:33 Flywheel Extensions: Home Video, Retail & Broadway00:54:32 Challenges & ABC/ESPN Acquisition (1994-1995)01:05:55 ESPN: Disney's Accidental Goldmine01:21:26 Eisner's Decline & Save Disney Campaign (2001-2004)01:34:53 Comcast Hostile Takeover Bid (2004)01:41:58 Bob Iger's Vision & Pixar Acquisition (2005-2006)01:52:17 Pixar: From Lucasfilm to Steve Jobs (1979-1995)02:03:11 Toy Story, IPO & Eisner Conflict (1995)02:34:30 Disney Acquires Pixar (2006)02:46:37 Marvel & Lucasfilm Acquisitions (2009-2012)02:58:01 Streaming Pivot: Cord Cutting & BAMTech (2015)03:06:30 The Disney+ Strategy & FOX Acquisition (2017-2019)03:19:01 The Disney+ Launch, COVID, & Chapek's Tenure (2019-2022)03:42:15 Iger's Return, Challenges & Parks Revival (2022-2026)03:50:54 The Business Today: Parks & Streaming Focus03:59:22 Analysis: Disney+ Strategy & The New Media Landscape04:10:01 Analysis: Bull/Bear Cases04:21:20 Quintessence04:24:39 Carve-Outs + Outro‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Relebogile Mabotja speaks to Grace Harding, Global CEO of Ocean Basket, about her extraordinary rise from shop assistant in central Johannesburg to leading a global restaurant brand. With more than 30 years of experience scaling businesses and building high-performing teams, Grace has become one of the industry's most respected leaders and a sought-after speaker. In 2025, she was honoured with the Europcar Woman in Leadership Award. She shares the pivotal moments, challenges, and leadership lessons that took her from the streets of Joburg to the boardroom. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Nick addresses the crucial question of when and how growing businesses need to evolve their finance function beyond basic bookkeeping. He breaks down the three progressive stages of business finance—from startup scorekeeping to high-growth strategic leadership—and reveals why relying on past data rather than forward-looking forecasting quietly stalls growth, shrinks margins, and limits overall company valuation. KEY TAKEAWAYS Finance must scale alongside commercial functions: Operating a growing business on a basic bookkeeping setup creates a critical strategic gap because bookkeepers only report past results rather than shaping future growth. Growth consumes cash faster than profit replaces it: Tight cash flow in a rapidly expanding company is a normal structural mechanic that requires forward-looking 13-week forecasting to prevent sudden capital crunches. A mature finance team requires three distinct layers: High-value companies separate transactional reporting, financial control, and strategic leadership (CFO) to ensure both accuracy and long-term planning. Strategic finance drives enterprise value and deal readiness: External investors and buyers expect a finance leader who can independently defend future projections, optimise pricing, and strategically allocate capital. BEST MOMENTS "The final whistle tells you the result. What it never does is help you win the game while it's still being played." "A blended margin averages your best work with the worst, and hands you back a number that looks acceptable." "Growth consumes cash faster than profit replaces it." "A finance chief who can only describe the past is, to be frank, a very expensive historian." 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/

In this week’s episode, Jennifer sits down with Renee Minogue, founder and president of the Michael and Renee Minogue Foundation and board member at Notre Dame, who is also the wife of Mike Minogue, a Massachusetts gubernatorial candidate. Renee is a dynamic leader, accomplished professional, and dedicated mother of five, known for her hands-on approach to family, philanthropy, and advocacy for educational reform. Jennifer and Renee dive deep into the challenges and sacrifices of campaigning as a family, the intricacies of Massachusetts politics, and the critical failures of ballot question processes and legislative inaction. Renee discusses her experience with student-centered education, the transformative impact of homeschooling, and her strong advocacy for federal scholarship tax credits. The conversation critiques the state’s leadership, especially current Governor Maura Healey, and sharply questions the motives of teachers’ unions, calling out the resistance to change and meaningful school choice. This candid episode pulls no punches on the bureaucratic and political obstacles impeding real progress in education, transparency, and community voice. “We're sacrificing a lot of family time and we're sacrificing a lot of treasure, and we are sacrificing our privacy, but we are not gonna go down without a fight.” ~Renee Minogue This week on Political Contessa: The impact of legislative inaction on ballot initiatives and civic engagement. The personal sacrifices and motivations behind running for public office as a family. The pivotal role and influence of non-political spouses in campaign strategy and outreach. Social media’s double-edged sword for families in public life. Strong critique of teachers’ unions and their opposition to federal scholarship tax credits. The vital distinction between educational attainment and graduation rates. Firsthand insights into homeschooling, student-centered education, and learning disabilities. The critical importance of women speaking up and assuming leadership roles at all levels of government. Connect with Renee Minogue: Instagram: renee.minogue Campaign Website: minogue4ma.com Resources Mentioned: Michael and Renee Minogue Foundation Advisory Board at Notre Dame Federal scholarship tax credit initiative For campaign volunteering, donations, or more information, visit minogueforma.com and follow Renee on Instagram at renee.minogue. Awaken Your Inner Political Contessa Thanks for tuning into this week’s episode of Political Contessa. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Spotify I Stitcher I Apple Podcasts I iHeart Radio I TuneIn I Google Podcasts Be sure to share your favorite episodes on social media. And if you’ve ever considered running for office – or know a woman who should – head over to politicalcontessa.com to grab my quick guide, Secrets from the Campaign Trail. It will show you five signs to tell you you’re ready to enter the political arena.See omnystudio.com/listener for privacy information.

Today in the business of podcasting:Acast has opened video publishing on Apple Podcasts to all creators on its platform, ending the beta waitlist after shows using video saw an estimated 25% lift in weekly Apple Podcasts sessions.Media measurement and ad effectiveness have moved from CMO-CFO conversations onto public earnings calls, even as a Gain Theory survey finds 49% of marketers doubt their data can hold up at the CFO level.New Jersey's data broker law is already in effect, banning sensitive data sales with $50,000-per-record penalties and creating a "data collector" category that pulls podcast ad-tech and listener-data practices into scope.Hollywood studios chasing creator-driven IP are running into ownership problems, as A24's attempt to trademark "the backrooms" shows the risks of adapting open-source collaborative worlds.Kirby Grines argues the smartest streaming strategy is licensing mature catalog while keeping current releases exclusive, citing Parrot Analytics data showing licensed titles drove over 53% of Netflix series sign-ups in Q1 2026.To find links to these, and every article covered in today's episode, click here. You can also subscribe to The Download's newsletter to receive the full issue straight to your email inbox every day.

Today in the business of podcasting:Acast has opened video publishing on Apple Podcasts to all creators on its platform, ending the beta waitlist after shows using video saw an estimated 25% lift in weekly Apple Podcasts sessions.Media measurement and ad effectiveness have moved from CMO-CFO conversations onto public earnings calls, even as a Gain Theory survey finds 49% of marketers doubt their data can hold up at the CFO level.New Jersey's data broker law is already in effect, banning sensitive data sales with $50,000-per-record penalties and creating a "data collector" category that pulls podcast ad-tech and listener-data practices into scope.Hollywood studios chasing creator-driven IP are running into ownership problems, as A24's attempt to trademark "the backrooms" shows the risks of adapting open-source collaborative worlds.Kirby Grines argues the smartest streaming strategy is licensing mature catalog while keeping current releases exclusive, citing Parrot Analytics data showing licensed titles drove over 53% of Netflix series sign-ups in Q1 2026.To find links to these, and every article covered in today's episode, click here. You can also subscribe to The Download's newsletter to receive the full issue straight to your email inbox every day.

Dr. Debbie Qaqish is a pioneering marketing strategist, leadership expert, and the creator of The Growth Factor MethodTM , a leadership approach that blends the science of positive psychology with decades of real-world marketing experience. Her work addresses a critical but often overlooked challenge: modern marketing operates under relentless pressure, yet most organizations have never redesigned how people think, decide, and lead in that environment. Known as the OG of Revenue MarketingTM, a term and concept she created in 2011, Debbie redefined marketing's role from a support function to a measurable driver of business growth. Over more than 35 years, she has worked directly with CMOs and B2B marketing teams to align strategy with revenue and growth outcomes. A Certified Positive Psychology Practitioner, Debbie applies evidence-based insights to help marketers and leaders move out of survival mode, improve decision-making under pressure, and lead with clarity, confidence, and purpose. Her work equips professionals not just to perform, but to thrive amid constant change. Debbie is a dynamic keynote speaker, award-winning author of Rise of the Revenue Marketer and From Backroom to Boardroom, and a respected thought leader featured in Forbes, MarTech Today, and other top publications. She has taught Revenue Marketing to MBA students at The College of William & Mary for over a decade, continuing her mission to elevate both marketing performance and leadership effectiveness. She is also the host of the popular weekly LinkedIn Live show Revenue Marketing Raw which showcases her no-nonsense unfiltered takes on marketing teams. Dr. Debbie's Website: https://www.growthfactor.us/ Dr. Debbie's LinkedIn: https://www.linkedin.com/in/debbieqaqish/ Subscribe to our newsletter on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7373364855967461376 Check out our website: https://canyouhearmepod.beam.ly Thank you for listening to "Can You Hear Me?". If you enjoyed our show, please consider subscribing and leaving a review on your favorite podcast platform.Stay connected with us:Follow us on LinkedIn!Follow our co-host Eileen Rochford on Linkedin!Follow our co-host Rob Johnson on Linkedin!

Competition law isn't just for antitrust lawyers anymore—it's increasingly a boardroom issue. What questions should directors be asking to ensure their companies are identifying and managing competition risk before it becomes a crisis? Julie Goshorn, whose career spans the DOJ, FTC, private practice at Arnold & Porter, and global in-house leadership at Visa, speaks with Jeny Maier and Anora Wang about why corporate boards should view antitrust as an enterprise risk alongside cybersecurity, financial controls, and compliance. Listen to this episode to learn about the board's oversight role, lessons from recent Delaware fiduciary duty cases, and the practical questions every director should be asking to help protect long-term enterprise value. With special guest: Julie Goshorn Related Links: Julie Goshorn on LinkedIn  Hosted by: Jeny Maier, Axinn and Anora Wang, Arnold & Porter

I'm coming to California in September, here's what I'll be doing. Learn more at https://www.BusinessBuyerBoardroom.com

The $48 Gap Between You and a Million Dollar Salon A million dollars in revenue. You've said the number. You've thought about it on a Sunday night. And then Monday hits, and it feels further away than ever. It's not. And in this episode, Larissa Macleman, founder of Salon Owners Collective and Salon Mastery, and Joel Bouzaid, Boardroom and Leadership Coach, sit down in Thailand and do the actual maths. Not the motivational version. The version that makes you realise the gap is far smaller than you think, and far more specific than you've been told. $48 an hour. That's the gap. But closing it requires three systems most salon owners don't have installed. Larissa and Joel break down each one, why they matter, and what happens when they're missing. What you'll discover in this episode: The $48 breakdown that turns a million dollar goal from someday into this yearWhy your team keeps leaving, even when your culture is strong, and what that really tells youWhat a career pathway actually looks like inside a salon (and why running without one is like asking your team to sprint a race with no finish line)The talent development shift that means you stop saying "do better" and start seeing measurable resultsHow one tool changed everything in Larissa's salon after years of having the same conversationWhat the mentoring rhythm looks like when it's working, and what most salon owners are missing This episode is for any salon owner who has written down a revenue goal and then spent the rest of the year wondering why the number barely moved. The answer is simpler than you think. And it starts with $48. APPLY FOR SALON MASTERY: Ready to stop winging it and build a real strategy for your salon? Apply for Salon Mastery now. We'll map out exactly what it looks like to move from where you are to a million dollar salon, and we'll see if Salon Mastery is the right fit. Apply here: https://bit.ly/ApplySMRiss 3 Reasons Every Salon Owner Should Listen to This Episode:      ✅ Discover the surprisingly small number that separates your salon from a million dollars in revenue      ✅ Find out what your best team members are silently waiting for, and why they'll leave without it      ✅ Uncover the three systems that make the difference between pushing harder and actually scaling

Have you ever met someone named Lucy and thought, "She really looks like a Lucy"? As strange as it sounds, scientists have discovered there may be more truth to that feeling than you realize. Your name may actually influence the way you look—or at least the way other people see you. Listen as I explain this fascinating research and what it reveals about the surprising connection between names and faces.https://www.pnas.org/doi/10.1073/pnas.2405334121 We all give away far more than we think. Tiny facial expressions, subtle gestures, the way we sit, stand, or even touch our face can reveal confidence, nervousness, deception, attraction, and much more. Once you know what to look for, it's almost impossible not to notice these hidden signals. Joining me is Peter Collett, a social psychologist who taught at Oxford University and is internationally recognized for his expertise in human behavior and nonverbal communication. He is author of How To Tell What People Are Thinking From the Bedroom to the Boardroom (https://amzn.to/3WVytDM). This conversation is packed with practical insights that can help you read people more accurately in everyday life. What is the brightest thing in the universe? The stickiest substance? The loudest sound? The coldest place? The fastest, slowest, biggest and smallest things imaginable? Nature has some astonishing record holders—and many of them are far stranger than fiction. David Darling, science writer, astronomer, and author of nearly 50 books, including Ka-boom!: The Science of Extremes (https://amzn.to/3X5gTgJ), takes us on a tour of the most incredible extremes in science, nature, and the universe. You'll come away with a collection of facts you'll be repeating to people for weeks. Why does food often seem to taste better after a simple ritual—like singing "Happy Birthday" before eating cake? It turns out the ritual itself may be changing your experience in ways you never realized. Listen as I explain the surprising psychology behind this effect and why small rituals can make everything from meals to everyday experiences more enjoyable.https://www.psychologicalscience.org/news/releases/to-savor-the-flavor-perform-a-short-ritual-first.html PLEASE SUPPORT OUR SPONSORS WAYFAIR: Ready to upgrade your home for way less? Head to ⁠⁠⁠⁠https://Wayfair.com⁠⁠⁠⁠ right now to shop all things home and get your space ready for less.  QUINCE: Elevate your summer wardrobe. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365-day returns. Now available in Canada, too! SHOPIFY: It's time to turn those "what ifs" into CHA CHING with Shopify Today! Sign up for your $1 per month trail and start selling today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Shopify.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ INDEED: Get a $75 Sponsored Job credit to help get your job the premium status it deserves at ⁠⁠⁠https://Indeed.com/PODCAST⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Sara Armstrong has spent nearly 30 years operating at the highest levels of American government and leadership, from the East Wing to the boardroom. She began her career in the George W. Bush Administration, serving as a special assistant to the President and deputy chief of staff to First Lady Laura Bush, and later as director of the White House Visitors Office. Today, Armstrong is vice president and managing director of Federation Relations and Coalition Partnerships at the U.S. Chamber of Commerce. Host Andrew Kaufmann sat down with Armstrong last year to discuss what she's learned behind the scenes in building coalitions across politics, business, and government.

Why becoming a NED made Gavin a better CEO (01:33) The advice Gavin would give himself  looking back (09:12) How to unlock the high-flying CEO who always thinks they're right (14:34) The two warnings Gavin ignored before BT fell apart (18:27) The truth about his departure from BT (21:46) Why Gavin doesn't agree with ‘I'll back you ‘till I sack you' (26:41) What everyone could learn from PE firms about senior appointments (30:29) Gavin's advice on firing a CEO (34:21) ⚡The Lightning Round⚡(36:11) Enter the Boardroom Community questions (40:47)Host: Oliver CummingsProducer: Will FeltonEditor: Penelope CoumauMusic: Kate MacAudio: Nick KoldEmail: podcast@nurole.comWeb: https://www.nurole.com/nurole-podcast-enter-the-boardroom

Callum Laing is a seasoned entrepreneur, investor, and Mergers & Acquisitions (M&A) practitioner. He is a partner at Unity Group and the founder of the Veblen Director Programme.     Welcome to the Conscious Millionaire Show - Become an Ultra-Performer. Now 3X week M / W / F   Are you an Entrepreneur, Founder, or CEO? Revenues $250K to $5M? Sign up for your Breakout Session...get custom steps to build a fast-growing, highly profitable business that makes an impact.     BREAKOUT SESSION - Book it Now     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Advisor for Founders, Entrepreneurs and CEOs ready to achieve at your the top 1%.     SUBSCRIBE to Conscious Millionaire Show     Season 12 of the award-winning Conscious Millionaire Show. The World's #1 Ultra-Performance podcast. Millions of Listeners. 190 countries -- Inc Magazine "Top 13 Business Podcasts" with 12 seasons and 3,200+ episodes.

Callum Laing is a seasoned entrepreneur, investor, and Mergers & Acquisitions (M&A) practitioner. He is a partner at Unity Group and the founder of the Veblen Director Programme.     Welcome to the Conscious Millionaire Show - Become an Ultra-Performer. Now 3X week M / W / F   Are you an Entrepreneur, Founder, or CEO? Revenues $250K to $5M? Sign up for your Breakout Session...get custom steps to build a fast-growing, highly profitable business that makes an impact.     BREAKOUT SESSION - Book it Now     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Advisor for Founders, Entrepreneurs and CEOs ready to achieve at your the top 1%.     SUBSCRIBE to Conscious Millionaire Show     Season 12 of the award-winning Conscious Millionaire Show. The World's #1 Ultra-Performance podcast. Millions of Listeners. 190 countries -- Inc Magazine "Top 13 Business Podcasts" with 12 seasons and 3,200+ episodes.

This week, a special crossover episode: Jimmy's Jobs of the Future meets What We Don't Know. Check out What We Don't Know here Hayaatun Sillem, host of What We Don't Know, spent eight years as CEO of the Royal Academy of Engineering - the first woman, and the first person in over two decades, to hold the role. Before that: 8 years of biochemistry, a walkout from the lab that ended her PhD overnight, and a stint advising Parliament on everything from forensic science to carbon capture. She also co-chaired Lewis Hamilton's commission on the representation of Black people in UK motorsport, and is now a founding trustee of his charity, Mission 44. In this conversation, Jimmy and Hayaatun cover the moment people mistook her for anyone but the CEO, the leadership skill she thinks is most underrated, the decision to leave a job she loved while she was still doing her best work, and why she thinks "more jazz than classical" is the only way to lead through uncertainty now. ********** Follow us on socials! Instagram: https://www.instagram.com/jimmysjobs Tiktok: https://www.tiktok.com/@jimmysjobsofthefuture Twitter / X: https://www.twitter.com/JimmyM Linkedin: https://www.linkedin.com/in/jimmy-mcloughlin-obe/ Want to come on the show? hello@jobsofthefuture.co Sponsor the show or Partner with us: hello@jobsofthefuture.co Check out our clips channel here! ⬇️ https://www.youtube.com/@JimmysJobsClips Credits: Host / Exec Producer: Jimmy McLoughlin OBE Producer: Sunny Winter Producer: Thuy Dong Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

Nick talks to Dr. Alok Trivedi (Dr. Rewire) to discuss the deep connection between genetics, neurology, and financial success, based on his book The 4 Brains of Money.  Moving past traditional "money mindsets," Dr. Trivedi explains how individual neurotransmitter profiles—split into four primary types: Chaser, Protector, Receiver, and Bridge Builder—dictate how we make, manage, and potentially self-sabotage our wealth.  By shifting from subjective beliefs to objective, DNA-based brain regulation, high achievers can learn how to prevent burnout, balance their nervous systems, and sustain long-term growth without crashing. KEY TAKEAWAYS Self-sabotage is often a biological crash: What many entrepreneurs label as "self-sabotage" is actually the nervous system trying to restore order after an overwhelming surge of dopamine and epinephrine. Your money behaviour is wired into your DNA: Our ability to handle risk, stress, and wealth growth is heavily influenced by inherited neurotransmitter profiles rather than just mindset. Mastery requires balancing all four brain types: True financial stability and personal well-being come from integrating the Chaser, Protector, Receiver, and Bridge Builder profiles rather than operating solely from one dominant state. Objective brain training beats subjective belief work: Lasting behavioural change comes from regulating the nervous system through vagal toning, balanced goal setting, and bio-individual lifestyle adjustments. BEST MOMENTS "Your beliefs are secondary to the neurotransmitters and the experiences you've had in the past based on your DNA." "It's not that there's self-sabotage happening... from a neurochemistry standpoint, you have epinephrine and norepinephrine balancing out this massive surge of dopamine that the body can't maintain anymore." "You're using a 20-year-old brain for a 50-year-old body... That's creating a gap, and the biology tells you that." "When do you stop doing this brain training? Never. When do you stop lifting weights? When do you stop optimising? Never." 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/

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.  

In the Public Interest is excited to continue our “AI In the Public Interest” miniseries examining AI's impact on the legal landscape and its broader implications for the day-to-day operations of organizations across industries. With the wider prevalence of companies utilizing AI to assist in decision making and determine future frameworks, these conversations will not only take stock of the current state of AI, but will also offer practical insights into what the future may hold.The second episode features co-host Felicia Ellsworth in conversation with Partners Jessica Lewis and Josh Geltzer, along with President and CEO of EqualAI Miriam Vogel, on the increasing governance risk AI poses to boardrooms. They discuss why AI regulation and enforcement is quickly being added to board agendas as a pressing emerging challenge. Additionally, they identify specific considerations boards are keeping in mind as they tackle mission-critical AI risks, shifts in oversight structures, the development of incident response escalation plans, and more.

Philipp Leo — Swiss cyber expert, diplomat, and military officer, always two steps ahead of the storm No Password Required Season 7: Episode 7 - Philipp Leo Philipp Leo co-founded Leo & Muhly Cyber Advisory, a strategic advisory firm specializing in cyber risk, resilience, and geopolitics. Now consulting with governments and private firms in Switzerland and abroad, Philipp has served as a UN observer on the Korean DMZ, trained the next generation of Swiss Armed Forces cyber specialists, and taught at the University of Glasgow. He is also part of Europol's network of experts in data protection and cybercrime and has published stateside in MIT Sloan Management Review. In this episode, Philipp shares his journey from a Swiss bank he couldn't wait to leave to the Korean border, and eventually to the boardrooms of executives who still think cyber risk is someone else's problem. He breaks down the three most dangerous misconceptions executives have about cyber risk, why the CISO is too often a poster child rather than a decision-maker, and the challenges to cyber insurance in Europe. Cyber attorney Jack Clabby and co-host Kayley Jerrell talk with Philipp about his live crisis simulation that nobody can win, how to train cyber warriors, and how nation-state cyber conflict is looking more and more like the age of Caribbean pirates. In the Lifestyle Polygraph, Philipp reveals his favorite book, his eye-opening, go-to celebratory drink, and the weight of his luxury umbrella. He also shares his favorite escape when the complexity of modern life gets to be too much and introduces us to a Zurich commuting tradition that involves swimming home through a river.   In this episode: Philipp's journey from a Swiss bank he couldn't wait to leave to the Korean DMZ and eventually the boardrooms of Fortune 500 executives (00:27 - 02:22) The three most dangerous misconceptions executives have about cyber risk and why cyber risk is a corporate problem, not a technology problem (04:19 - 05:30) How Philipp's live crisis simulation works, why nobody can win it, and why that's exactly the point (05:49 - 08:47) Why cyber crisis teams have improved dramatically but leadership boards remain the weakest link (06:30 - 08:47) The CISO poster child problem: why most CISOs have the accountability without the authority (09:54 - 11:00) Why cyber insurance in Europe has largely failed to deliver and what happens when attackers find your policy before you do (11:17 - 13:44) The OFAC twist: what happens mid-exercise when a Swiss bank decides to pay and then learns the attackers are on the sanctions list (18:38 - 19:31) Training Swiss Armed Forces cyber specialists and why the first lesson is that the other side plays by no rules (19:47 - 21:37) Whether nation states can ever beat the cyber threat and why the east side of Vienna tells you everything you need to know (21:54 - 23:25) Why nation-state cyber conflict has become remarkably similar to the age of Caribbean pirates (23:46 - 24:23) The Lifestyle Polygraph: Endurance, Campari Red Bull, a three-ounce umbrella, a cabin in the Alps, and swimming home through a Zurich river (00:04 - 12:03)   Timestamp Highlights: (00:27) From Swiss banker to UN observer on the Korean DMZ (04:19) The three misconceptions executives have about cyber risk (05:49) The crisis simulation nobody can win and why that's the whole point (09:54) Why the CISO is too often a poster child without real power (11:17) Why cyber insurance in Europe has largely failed (18:38) The OFAC twist that stopped a Swiss bank mid-exercise (19:47) Training Swiss cyber warriors to understand the other side plays by no rules (21:54) Nation states vs. cyber threats: are defenders always outpaced? (23:46) How nation-state cyber conflict mirrors the age of Caribbean pirates (07:25) Always prepared: the three-ounce umbrella that nobody sees   Resources & Links: Leo & Muhly Cyber Advisory  Philipp Leo on LinkedIn ThreatLocker — Presenting sponsor DerScanner — Supporter of this podcast Cyber Florida — The Mother Ship  

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 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.

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.

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.

Main PointsSelf-care is more than just getting a massage, mani/pedi, it's listening to those whispers of what you need to change in your life.This is a replay of my talk from the Women Leading Travel Forum in New Orleans with top female leaders from travel and hospitality, where I was leading a leadership workshop on how to handle difficult conversations at work; plus a live self-defense demo I brought onto the main stage. Whether it's in the board room or in the real world, it's the same strategy.In this episode:The exact script for dealing with a narcissist at work: The neuroscience behind your trauma response, and the 1 calm question that makes them short-circuit.How to manage up and down without burning out: Why "my team is overwhelmed" doesn't land, and the script that actually gets you heard.My raise/promotion homework, plus a live self-defense demo Resources MentionedWomen Leading TravelAutoimmunity and the Good Girls by Sara Hirsh Bordo The Creative Act: A Way of Being by Rick Rubin Atomic Habits by James Clear Rest Is Resistance: A Manifesto by Tricia Hersey Where We Can Connect:Schedule a Business & Career Review call with me to see if it's a good fit to work together: elainelou.com/callCheck out our 300+ reviews on Google | LinkedIn | Youtube | WebsiteFollow the Podcast on AppleFollow the Podcast on SpotifyFollow Elaine on Instagram: @elainelou_Connect with Elaine on LinkedIn: Elaine Lou CartasCheck out our other podcasts for Women of Color

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

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.

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.

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.

(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

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

Nick talks to Greg Scheinman, the founder and CEO of Midlife Male, who shares his profound journey of leaving behind a highly successful, 30-year entrepreneurial career after experiencing a distinct sense of emptiness on his 47th birthday.  Rather than reinventing his identity, Greg focused on releasing his true self. Through structured personal leadership, deep curiosity, and rigorous planning, he transformed his life across key areas like family, fitness, and finance. The conversation serves as an inspiring blueprint for anyone looking to intentionally architect the next chapter of their life, business, or relationships. KEY TAKEAWAYS Define Your Own Success: Master the white space of moderation rather than obsessing over extreme highs or lows in fitness, finance, and career. Release, Don't Reinvent: True personal transformation is not about fabricating a new identity, but rather releasing the authentic self that was always there. Run Your Life Like a Business: Creating a highly structured, measurable, and quantified life plan allows you to actively design your future rather than passively drifting. Action Creates Momentum: Making the "better choice" the majority of the time compounds into a healthier, happier lifestyle, even if your execution isn't entirely perfect. BEST MOMENTS "It's the part of building a successful business that nobody warned you about, and it's exactly why this conversation today matters."  "I didn't reinvent myself, I released myself. You know when you feel like you. You know when you're doing things that fill your tank versus drain your tank."  "We attract and repel exactly what we deserve."  "If you're feeling like the world's on top of you, and you show up like that, you're usually not a lot of fun to be around because everything's a problem." 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/

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.

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