Podcast appearances and mentions of brad wheeler

How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years? Brad Wheeler, President of Shaker Investments, shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven employees while nearly doubling the business in four years. He discusses the challenges of scaling a business, the importance of client retention over acquisition, and practical strategies for business development and client communication. 5 Key Takeaways➤ Client retention is more valuable than acquisition because the hardest client to get is the one you lost. ➤ Balance sheet analysis reveals business blind spots that profit and loss statements miss. ➤ Strategic pivoting requires honest self-assessment and letting go of ego when strategies aren't working. ➤ Communication frequency must match individual client preferences to prevent attrition. ➤ Transparency during both market wins and losses builds stronger client relationships. Quote by Brad: "When we make a mistake, that's when you got to get on the phone, and it's when you can talk to people. And I would say most people, when you do that, they're unbelievable. They're understanding and they respect the fact that you picked up the phone and made that call."Connect with BradWebsite: https://www.shakerinvest.com/Email: brad@shaker-invest.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Message from Brad Wheeler on August 10, 2025

Message from Brad Wheeler on July 20, 2025

Message from Brad Wheeler on July 6, 2025

Message from Brad Wheeler on June 29, 2025

Message from Brad Wheeler on June 22, 2025

Message from Brad Wheeler on June 22, 2025

Message from Brad Wheeler on June 15, 2025

Message from Brad Wheeler on June 1, 2025

Message from Brad Wheeler on June 1, 2025

Message from Brad Wheeler on May 18, 2025

Message from Brad Wheeler on May 18, 2025

Message from Brad Wheeler on May 4, 2025

Message from Brad Wheeler on April 27, 2025

Message from Brad Wheeler on April 20, 2025

Message from Brad Wheeler on April 13, 2025

Message from Brad Wheeler on March 23, 2025

Message from Brad Wheeler on March 16, 2025

Message from Brad Wheeler on February 23, 2025

Message from Brad Wheeler on February 16, 2025

Message from Brad Wheeler on February 9, 2025

Message from Brad Wheeler on February 2, 2025

Message from Brad Wheeler on January 26, 2025

Message from Brad Wheeler on January 5, 2025

Message from Brad Wheeler on December 15, 2024

Message from Brad Wheeler on December 8, 2024

Message from Brad Wheeler on December 1, 2024

Message from Brad Wheeler on November 24, 2024

Message from Brad Wheeler on November 10, 2024

MDJ Script/ Top Stories for November 7th  Publish Date:  November 7th      Commercial:   From the BG AD Group Studio, Welcome to the Marietta Daily Journal Podcast.      Today is Thursday, November 7th and Happy Birthday to Jim Katt  ***11.07.24 - BIRTHDAY – JIM KATT***  I'm Dan Radcliffe and here are the stories Cobb is talking about, presented by Credit Union of Georgia.   GOP Keeps Cobb School Board Majority  Smyrna Socialist Wins Seat in Georgia Legislature  Phillips Unseats Cobb State Court Clerk    Plus, Leah McGrath from Ingles Markets on food apps      All of this and more is coming up on the Marietta Daily Journal Podcast, and if you are looking for community news, we encourage you to listen and subscribe!     BREAK: CU of GA (06.26.24 CU OF GA FREE CHECKING_REV_FINAL)  STORY 1:  GOP Keeps Cobb School Board Majority  Despite a Democratic surge elsewhere, Republicans retained control of the Cobb County Board of Education, winning all three contested seats to maintain their majority. Incumbent Randy Scamihorn, Brad Wheeler, and newcomer John Cristadoro secured victories, ensuring GOP leadership through at least 2026. The election highlighted debates over change versus stability, with Republicans emphasizing academic performance and Democrats advocating for leadership changes. Allegations of gerrymandering and significant campaign funding marked the election, with both parties receiving substantial support from various organizations. Defeated Democrats vowed to remain active in local education politics.  STORY 2:  Smyrna Socialist Wins Seat in Georgia Legislature  Gabriel Sanchez, a self-identified Socialist, won a Georgia Legislature seat, defeating Republican Diane Jackson with 63% of the vote. Sanchez attributed his victory to voter engagement and a desire for change, focusing on workers' rights, affordable housing, and healthcare. He is the first Democratic Socialists of America-endorsed candidate to win a Georgia House seat since Julian Bond. Sanchez aims to advocate for working people and has criticized state financial support for large corporations. Despite her loss, Jackson expressed pride in her campaign's focus on common-sense policies and remains committed to representing her community.    STORY 3:  Phillips Unseats Cobb State Court Clerk  Democrat Tahnicia Phillips is projected to win the Cobb State Court clerk race, defeating incumbent Republican Robin Bishop by 4%, with Phillips securing 52% of the vote. Phillips, a Marietta native with over 23 years of experience in Cobb's Magistrate Court, aims to modernize and make the court more accessible. She emphasized community engagement during her campaign. Bishop, who took over the clerk role in 2020, found the campaign schedule challenging but valued the connections made. The election results will be certified by the Cobb Board of Elections on Nov. 12.     We have opportunities for sponsors to get great engagement on these shows. Call 770.799.6810 for more info.      We'll be right back   Break: DRAKE (Drake Realty (Cobb County)  STORY 4:  Sheriff Owens Reelected for Second Term  Incumbent Democratic Sheriff Craig Owens won reelection in Cobb County, defeating Republican David Cavender with 56% of the vote. Owens highlighted his achievements, such as receiving the Triple Crown Award and implementing new technology, as reasons for his support. Despite facing negativity and threats during the campaign, Owens remains committed to serving all residents, regardless of political affiliation. Cavender, who ran his campaign independently, expressed no regrets and acknowledged the challenge of balancing campaign efforts with family and work responsibilities. The election results will be certified on Nov. 12.  STORY 5:  Cobb County Water System Reports 1,300 Gallon Sewage Overflow  The Cobb County Water System reported a 1,300-gallon wastewater overflow on Nov. 4 at 3134 Twin Lakes Drive NE in Marietta, caused by roots. The overflow, which lasted just over an hour, discharged into a tributary of Piney Grove Creek. Upon arrival, crews found a four-inch clean-out spilling and a manhole with a secured lid also overflowing. They used a jet machine to clear the blockage and applied lime to the affected area. A gray discoloration was noted in the water, but no fish kills were observed. For more details, contact the Maintenance Division at 770-419-6351.    We'll be back in a moment     Break: Ingles Markets (Ingles Table Magazine) 2     And now here is Leah McGrath from Ingles Markets on food apps   *** INGLES 2 'ASK LEAH' FOOD APPS***    We'll have closing comments after this.    Break: Marietta Theatre (06.10.24 MARIETTA THEATRE MARGARITAVILLE_FINAL)    Signoff-    Thanks again for hanging out with us on today's Marietta Daily Journal Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at mdjonline.com  Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts.  Produced by the BG Podcast Network     Show Sponsors:  www.ingles-markets.com    www.cuofga.org    www.drakerealty.com  www.mariettatheatresquare.com    #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations    See omnystudio.com/listener for privacy information.

Message from Brad Wheeler on November 3, 2024

Brad Wheeler preaches "Whom Do You Trust?" from 2 Samuel 1, in this Sunday morning gathering of Grace Harbor Church.

Message from Brad Wheeler on October 13, 2024

I, Brad Wheeler give my thoughts and break down the racing from this weekends MXoN.

Message from Brad Wheeler on October 6, 2024

Message from Brad Wheeler on September 22, 2024

Message from Brad Wheeler on September 15, 2024

Message from Brad Wheeler on September 8, 2024

Message from Brad Wheeler on September 1, 2024

Message from Brad Wheeler on July 21, 2024

Message from Brad Wheeler on July 14, 2024

Message from Brad Wheeler on July 7, 2024

Message from Brad Wheeler on June 30, 2024

Message from Brad Wheeler on June 23, 2024

Message from Brad Wheeler on June 9, 2024

Message from Brad Wheeler on June 2, 2024

Message from Brad Wheeler on May 12, 2024

Message from Brad Wheeler on April 28, 2024

In this episode of Priscilla Talk, the hosts bring in special guests to talk about how biblical church leadership benefits women.

Message from Brad Wheeler on April 14, 2024