Podcasts about brokers

Customs brokers and importers are gatekeepers to our country's security and safety. Since 9/11, CBP's partnership programs have recognized, and especially now must increasingly value, the critical role these good actors play. By: Lenny P. Feldman

Send us Fan MailPrivate Listings: The Hidden Complaint Trap Real Estate Agents MissPrivate listings can create the complaint that comes back months later and hits the hardest—when a seller sees a nearby house sell for far more and starts asking why their home was never fully exposed to the market.If you work in South Carolina real estate, this episode breaks down why that scenario is such a legal and licensing danger, and what the Commission's guidance actually means for your file, your disclosures, and your license.Gary Pickren digs into the real risk behind limited-market-exposure listings: not whether the sale closes, but whether the seller truly understood the trade-offs. A higher neighboring sale does not automatically prove harm, but it can spark a grievance, a deposition, or a lawsuit if the documentation is thin and the explanation sounds more like company policy than seller-specific judgment.What You'll LearnWhy a private listing can seem fine at closing and still become a major complaint laterHow the South Carolina Real Estate Commission views private listings, fiduciary duty, and conflicts of interest Why a private listing can seem fine at closing and still become a major complaint later The difference between a seller-driven decision and a brokerage-driven business strategy What should be included in your file so it tells the story when memory fails Why a seller's signature is not enough without a real conversation about risks, exposure, and alternatives How agents and brokers can better document the seller's objectives and informed decision Why patterns across an office may matter more than any single transaction How plaintiff's attorneys may use private-listing guidance in a future complaint or lawsuit Chapter Timeline00:00 — Private Listings: The Risk of Seller Complaints02:13 — Welcome and Firm Updates03:21 — Introducing the Before You Sign Video Series04:24 — Why Documentation Matters06:28 — Conflicts of Interest and Civil Liability08:41 — When Private Listings Become a Brokerage Strategy15:01 — Five Practical Steps for Real Estate Agents18:48 — Five Responsibilities for Brokers-in-Charge22:33 — What the Commission Guidance Does—and Doesn't—Say23:40 — The Core Principle: Put the Seller First27:34 — Final Takeaway and ClosingGary also explains practical steps for agents and brokers in charge, including how to identify the seller's true objective, how to use the commission form as a conversation guide rather than a signature page, and why the license on the line is yours—not your broker's or your company's.Don't forget to like us and share us!Gary* Gary serves on the South Carolina Real Estate Commission as a Commissioner. The opinions expressed herein are his opinions and are not necessarily the opinions of the SC Real Estate Commission. This podcast is not to be considered legal advice. Please consult an attorney in your area.    

The next big lawsuit headline in employee benefits may not name the employer first. It may name the broker.We sit down with Ron Peck, Chief Legal Officer at The PHIA Group, to make sense of rising ERISA fiduciary liability pressure on self-funded health plans and the advisors who support them. The twist Ron keeps coming back to is that the legal “ingredients” have been around for years, from retirement plan cases to suits targeting TPAs and other service providers. What's changing is the target list, plus the creativity of plaintiffs' firms applying an established ERISA playbook to health plan cost drivers and vendor relationships.We get practical about what actually creates fiduciary status: discretion, control, and decision-making power over plan assets or administration. A disclaimer in a contract helps only if our behavior matches it. That leads to concrete safeguards brokers can use immediately, like documenting options, clarifying who makes the final call, and keeping our own records so a client can't later say “my broker made all the decisions.” From there, we connect fiduciary duty to cost containment basics that often get ignored, including subrogation and other recovery programs where leaving money on the table can look like a failure to follow plan terms and a failure of prudent asset management.Finally, we zoom out to what's next: PBM transparency pressure, out-of-network claims governance, and an emerging No Surprises Act risk where plans pay through the federal process when the claim never qualified. If you advise employer-sponsored health plans, this conversation is a must-listen for staying valuable without accidentally becoming the decision-maker. Subscribe, share this with a colleague, and leave a review with the biggest fiduciary risk you think advisors are underestimating.

Host: Lori Mullins & Karen Damon Published: September 2, 2026 Length: Approximately 13 minutes Summary Trade is moving faster than ever—and for customs brokers, freight forwarders, and other trade professionals, keeping pace with tariff and regulatory changes has become a daily challenge. In this special Simply Trade collaboration with the National Customs Brokers & Forwarders Association of America (NCBFAA), Lori Mullins, NCBFAA Social Media Chair, sits down with NCBFAA President Karen Damon for the association's monthly President's Recap: “Helping Trade Find Its True North.” Karen shares her perspective from more than 30 years in the industry and discusses one of the biggest challenges facing customs brokers today: the speed at which tariff and regulatory changes are being implemented. She explains why NCBFAA is advocating for more advance notice and clearer communication so brokers, importers, staff, and software providers have adequate time to prepare for compliant implementation. The conversation also explores NCBFAA's role on Capitol Hill, increased customs enforcement, the broker's role as a “force multiplier,” continuing education requirements for licensed customs brokers, and the importance of becoming actively involved with local trade associations. For anyone navigating today's rapidly changing trade environment, this episode highlights why education, advocacy, compliance, and industry participation matter. Main Topic / Discussion The central theme of this President's Recap is how the trade community can navigate rapid regulatory change while maintaining compliance and facilitating legitimate trade. Karen explains that timing is one of the greatest challenges surrounding tariff changes. Brokers must simultaneously understand new requirements, educate clients, train employees, and work with software providers to implement changes correctly. NCBFAA is advocating for more consistent advance notice of tariff changes, including sufficient time between Federal Register notices, CBP communications, and implementation. The association is also seeking better channels for addressing operational readiness and compliance questions. The episode also examines the customs broker's increasingly important role in enforcement. Karen describes brokers as a “force multiplier” that can support CBP's goals of protecting revenue and enhancing national security when verification requirements are clear and equitable. Advocacy and Industry Representation With NCBFAA's Government Affairs Conference sold out, Karen emphasizes the importance of members engaging directly with lawmakers and educating Congress about issues affecting brokers, forwarders, NVOCCs, employers, importers, and exporters. NCBFAA's committees, counsel, and staff also continuously monitor regulatory developments and communicate important changes to members through alerts and educational resources. Continuing Education and the 2027 Triennial Licensed customs brokers should also be preparing for continuing education requirements associated with the upcoming triennial reporting cycle. Karen encourages individual licensed customs brokers to understand their education credits, reporting requirements, and recordkeeping obligations rather than waiting until the deadline approaches. Get Involved Locally Karen closes with a simple message for customs brokers, freight forwarders, and NVOCCs: your voice matters. Participation in local associations provides opportunities for education, industry collaboration, advocacy, and professional connection—and strengthens the broader trade community. Key Takeaways • The speed of tariff and regulatory changes is creating significant operational challenges for customs brokers, their clients, employees, and technology providers. • NCBFAA is advocating for greater advance notice and clearer communication before major tariff changes take effect. • Customs brokers can serve as a “force multiplier” for CBP by helping facilitate compliant trade, protect revenue, and support national security. • Licensed customs brokers should prepare now for continuing education and recordkeeping obligations connected with the upcoming triennial reporting cycle. • NCBFAA committees, counsel, staff, and member communications help the industry monitor and respond to regulatory developments. • Participation in local trade associations gives industry professionals a stronger collective voice and creates opportunities for education, advocacy, and collaboration. Resources & Mentions • National Customs Brokers & Forwarders Association of America (NCBFAA) • NCBFAA Educational Institute (NEI) • Lori Mullins - LinkedIn • Karen Damon - LinkedIn Credits Host: Lori Mullins Karen Damon Producer: Lalo Solorzano

With broker market share reaching 81.6 per cent, the residential channel continues to hit new highs. But as the market softens, where does the next opportunity lie? In this episode of Finance Specialist, Broker Daily's Julian Barnes sits down with Accendo Financial's Trent Carter to explore what comes next for brokers and whether commercial lending could provide the next avenue for growth. From the opportunities already sitting within brokers' existing client books to the different paths into SME and business lending, Carter explains why brokers don't need to become experts in every corner of commercial finance to get started. The discussion also covers how brokers can build the skills and lender relationships needed to tackle commercial deals, why getting your own business systems in order matters before diversifying, and where brokers can add value that banks simply can't.

There's a pitch aimed at truckers on every platform right now. Brokers are eating your margin. Cut out the middleman. Get your own authority. It's not hard — you just need a mentor. And there's always a mentor selling. Trent Tulloh is one of them. He runs Forever Freight Broker, a Tampa training company that teaches drivers and dispatchers to become freight brokers. His reason is personal — his father was an owner-operator who lost his business to bad brokers, and Trent built his company to make sure truckers stop getting the bad end of the stick. I respect the wound. Today we test the remedy. Because this show doesn't platform pitches — it pressure-tests them. So Trent came in knowing the format: the claim goes on trial. Is brokering actually the answer for a struggling carrier, or is it a second business bolted onto a first one that isn't working? What does it really take — the bond, the credit, the shippers who don't know your name? And how does "it's not hard" survive a world where the Supreme Court just ruled that anyone selecting carriers can be sued for choosing wrong? He gets every chance to make his case. His numbers, his students, his story. And you get what this show owes you — the pitch, cross-examined, before you pay for it. Somebody's leaving this conversation with a different opinion. Might be him. Might be me. Might be you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Working capital is becoming increasingly important for SMEs. This week's Spotlight explores how changing cash flow pressures are reshaping the funding needs of businesses and the opportunity for brokers to identify where flexible working capital solutions can help. As SMEs contend with higher costs, changing payment obligations, and tougher ATO debt collection, cash flow is becoming an increasingly important part of the growth equation. Broker Daily's Julian Barnes catches up with Octet director working capital solutions – NSW, Dan Verdon, to explore how businesses are adapting and where brokers can play a role. While a cash flow constraint does not necessarily mean a business is unprofitable or in trouble, it can prevent otherwise healthy SMEs from taking on new work, purchasing stock, hiring staff, or pursuing growth opportunities. For brokers, understanding where those gaps exist can open up new funding conversations with existing clients. Inside the working capital shift: Payday Super and tougher ATO debt collection are adding new pressure to SME cash flow, particularly for businesses with large payrolls or outstanding tax obligations. Businesses are increasingly seeking flexible funding that can grow with them, with receivables finance and trade finance helping bridge gaps between invoicing, getting paid, and paying suppliers. Brokers can uncover working capital opportunities by looking more closely at existing B2B clients and identifying businesses with cash tied up in receivables or immediate supplier payment requirements. Listen to find out how brokers can identify the working capital opportunities within their client books and help SMEs keep growth moving.

Jordan Hearin is the chief strategy officer at ID Plans, a platform that digitizes the physical reality of commercial real estate assets to support leasing, property management, construction, and asset management across the full property lifecycle. Founded in 1999, ID Plans now covers over 3 billion square feet across the US, with clients including Regency Centers, JLL, Brixmor Property Group, Kite Realty and DLC Management. Jordan is based in Tampa, Florida.(03:28) Who owns the CRE data problem (05:02) When leasing and property management diverge (06:00) How Proptech specialization fragmented teams (09:25) Data migration for traditional operators (13:38) Data diligence when buying a shopping center(16:22) Connecting leasing, ops, & construction (18:51) From vacancy to signed lease (22:20) Drone imagery & decision compression (23:53) Tenant selection strategy (27:14) Kroger, Amazon &  grocery anchors(32:29) NYC city-run grocery stores (35:01) Collaboration superpower: Jon Gray

Send us Fan MailThe South Carolina Real Estate Commission has issued important new guidance on private listings, office exclusives, off-MLS listings, and other forms of limited market exposure—and every South Carolina real estate agent and Broker-in-Charge needs to understand what it means.In this episode of Dishin' Dirt, Gary Pickren breaks down the Commission's new Seller-Directed Limited Residential Market Exposure Guidance and explains why this is about much more than simply whether a seller can choose to keep a property off the MLS.Private listings are still legal in South Carolina. But the Commission has made an important distinction: when a real estate licensee recommends limited market exposure, the licensee should be prepared to demonstrate why that recommendation was in the seller's best interests—not primarily the interests of the agent or brokerage.In Part 1, we discuss:What the SC Real Estate Commission actually said—and what it did not sayWhy broad public marketing remains the Commission's general starting pointThe difference between a seller requesting a private listing and an agent recommending oneWhy simply getting the seller to sign a disclosure may not be enoughThe fiduciary-duty issues agents need to understandThe potential conflict when limited exposure increases the opportunity to keep both sides of a transaction within the same brokerageWhy agents should be able to explain exactly how limited exposure benefits the individual sellerThe Commission's warning about using limited-market listings as part of a brokerage business strategyWhy the new Commission-approved form specifically asks whose idea the private listing wasThe key question coming out of this new guidance may be surprisingly simple:Who is the private listing really benefiting—the seller, the agent, or the brokerage?If an individual seller wants privacy and understands the tradeoffs, that is one thing. But if a brokerage or agent introduces a private-listing strategy, the analysis may be very different.This episode is especially important for South Carolina REALTORS®, real estate agents, Brokers-in-Charge, brokerage owners, team leaders, and anyone involved with private or off-MLS listings.

Advertising SponsorThis episode is brought to you by Map It Forward Podcast Advertising. Interested in advertising on this podcast? Email support@mapitforward.org to learn more.Episode DescriptionThis is episode 4 of our five-part solo series on The Daily Coffee Pro Podcast by Map It Forward examining the Benecke Coffee controversy following the Peru and Honduras cooperative series.Lee Safar turns to one of the least understood parts of the coffee supply chain: brokers and commercial intermediaries.Brokers can connect cooperatives with international buyers, negotiate terms, facilitate communication and help coordinate contracts. But when they are commercially connected to multiple parties in the same transaction, difficult questions can arise about whose interests they ultimately serve.In this episode, Lee examines allegations from the Peru side that brokers pressured cooperative managers not to speak publicly, discouraged some cooperatives from registering as creditors, continued receiving commissions while cooperative payments remained outstanding, and may have had commercial relationships with Benecke and J.J. Darboven.These allegations remain unverified and the brokers contacted by Map It Forward have not responded.The episode asks what brokers knew about Benecke's financial position, what due diligence they performed, what they told cooperatives once payment problems emerged, and whether their incentives created conflicts of interest.In Part 5, we bring all the pieces together and ask: what still doesn't add up?Connect with Lee Safar here:https://www.linkedin.com/in/leesafar/https://www.instagram.com/leesafar Editorial Note: This episode forms part of Map It Forward's ongoing examination of the Benecke Coffee controversy. Some claims discussed in this series remain disputed or have not yet been independently verified. Map It Forward has sought comment from relevant parties and will continue to update its coverage if additional information or evidence becomes available. Where allegations, interpretations or claims are discussed, they should not be understood as findings of legal liability or wrongdoing.If you found this episode valuable, make sure you're subscribed to the podcast and follow along for the rest of this 5-part series. ***************************************About Map It Forward The Daily Coffee Pro is produced by Map It Forward, supporting coffee professionals globally across the supply chain.Website: https://mapitforward.coffeeMailing list: https://mapitforward.coffee/mailinglistPatreon: https://www.patreon.com/mapitforward‘The Coffee Report': https://www.patreon.com/mapitforwardInstagram: https://www.instagram.com/mapitforward.coffee/Contact: support@mapitforward.org

Advertising SponsorThis episode is brought to you by Map It Forward Podcast Advertising. Interested in advertising on this podcast? Email support@mapitforward.org to learn more.Episode DescriptionThis is episode 4 of our five-part solo series on The Daily Coffee Pro Podcast by Map It Forward examining the Benecke Coffee controversy following the Peru and Honduras cooperative series.Lee Safar turns to one of the least understood parts of the coffee supply chain: brokers and commercial intermediaries.Brokers can connect cooperatives with international buyers, negotiate terms, facilitate communication and help coordinate contracts. But when they are commercially connected to multiple parties in the same transaction, difficult questions can arise about whose interests they ultimately serve.In this episode, Lee examines allegations from the Peru side that brokers pressured cooperative managers not to speak publicly, discouraged some cooperatives from registering as creditors, continued receiving commissions while cooperative payments remained outstanding, and may have had commercial relationships with Benecke and J.J. Darboven.These allegations remain unverified and the brokers contacted by Map It Forward have not responded.The episode asks what brokers knew about Benecke's financial position, what due diligence they performed, what they told cooperatives once payment problems emerged, and whether their incentives created conflicts of interest.In Part 5, we bring all the pieces together and ask: what still doesn't add up?Connect with Lee Safar here:https://www.linkedin.com/in/leesafar/https://www.instagram.com/leesafar Editorial Note: This episode forms part of Map It Forward's ongoing examination of the Benecke Coffee controversy. Some claims discussed in this series remain disputed or have not yet been independently verified. Map It Forward has sought comment from relevant parties and will continue to update its coverage if additional information or evidence becomes available. Where allegations, interpretations or claims are discussed, they should not be understood as findings of legal liability or wrongdoing.If you found this episode valuable, make sure you're subscribed to the podcast and follow along for the rest of this 5-part series. ***************************************About Map It Forward The Daily Coffee Pro is produced by Map It Forward, supporting coffee professionals globally across the supply chain.Website: https://mapitforward.coffeeMailing list: https://mapitforward.coffee/mailinglistPatreon: https://www.patreon.com/mapitforward‘The Coffee Report': https://www.patreon.com/mapitforward‍ ‍Instagram: https://www.instagram.com/mapitforward.coffee/Contact: support@mapitforward.org

→ Work with Me: https://work.ashborland.com/  My one-to-one coaching for established brokers. No courses, no group programmes. Just the two of us fixing the structure underneath your business.→ Follow me on IG: https://www.instagram.com/ashborland/  Daily content for brokers, and the fastest way to reach me. My DMs are open and I answer them myself.→ The Mortgage Business Mastery Show: https://www.youtube.com/@ashborland  My weekly show for brokers. A new episode every Monday, around fifteen minutes, one idea worth your week.→ The FREE 14 Day Mortgage Business Boost: https://ashborland.com/boost  One small task in your inbox every day for fourteen days. Do them and your business is in better shape by the end. Costs nothing.→ The Broker Book Club: https://ashborland.com/book-club  One book a month, chosen so you read less and apply more. The thinking behind a stronger business, without the wading through.

This week on Home Sweet Home Chicago, David Hochberg is joined by Roy Spencer, CEO and Founder of Perma-Seal to talk about basement flooding, Center Guard Plumbing's Mike Epping joins the show with helpful plumbing tips for everyday life, Mark Milstein of Peak Utility Brokers returns to the show to talk all about their complete Home Battery […]

Featured on WGN Radio's Home Sweet Home Chicago on 08/22/26: Mark Milstein of Peak Utility Brokers returns to the show to talk all about their complete Home Battery Backup System! Mark answers questions from listeners about how Peak Utility Brokers can help them. To learn more, visit www.peakutilitybrokers.com, call 847-302-8310, or email peakutilitybrokers@gmail.com Have a question you […]

In today's show, we are jumping straight into two major legal battles shaping our industry. First, we break down a FreightWaves report on 22 states suing to stop a massive federal request for 17 million CDL holder records, looking at the thin line between FMCSA driver safety enforcement and commercial driver privacy.  Next, we'll move to an Overdrive article detailing how federal courts are cracking down on double brokering and enforcing vicarious liability following devastating accidents involving companies like A1 Logistics and Penske.  If you are a freight broker, this is your wake-up call to stop turning a blind eye, tighten your carrier vetting processes, and fix your internal operations before getting dragged into a courtroom!   Resources / References https://www.freightwaves.com/news/why-22-states-are-suing-to-block-a-federal-demand-for-17-million-truckers-records https://www.overdriveonline.com/business/article/15832732/courts-cracking-down-on-double-brokers-with-two-important-cases  

CBP's CTPAT alert for non-resident importers creates a market differentiator for CPTAT validated brokers, but with it comes some significant importer vetting responsibilities. What is the optimal approach for the trade community and CBP?

On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris and Michael Vincent who is broadcasting live from WHAT THE TRUCK?!? West in Fort Worth, Texas) dive into crucial financial protection strategies for freight brokers and the complex, rapidly shifting landscape of trade tariffs. Ryan Frame and Ryan O'Leary from Ashford Advisors break down why disability insurance is one of the most critical—yet most ignored—pieces of financial protection in commission-driven industries. Learn how unexpected illnesses, taxable benefit traps, and base salary caps can impact your income and how to protect your line of work. Charlie Clevenger, Principal at UHY, breaks down Section 122, Section 301, and Section 232 tariffs. Discover how national defense rules, forced labor regulations, and trade policy shifts affect manufacturers, freight brokers, and consumer supply chains. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris and Michael Vincent who is broadcasting live from WHAT THE TRUCK?!? West in Fort Worth, Texas) dive into crucial financial protection strategies for freight brokers and the complex, rapidly shifting landscape of trade tariffs. Ryan Frame and Ryan O'Leary from Ashford Advisors break down why disability insurance is one of the most critical—yet most ignored—pieces of financial protection in commission-driven industries. Learn how unexpected illnesses, taxable benefit traps, and base salary caps can impact your income and how to protect your line of work. Charlie Clevenger, Principal at UHY, breaks down Section 122, Section 301, and Section 232 tariffs. Discover how national defense rules, forced labor regulations, and trade policy shifts affect manufacturers, freight brokers, and consumer supply chains. Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

CARLINK.PRO AUTOMATES MANUAL TASKS BY INTEGRATING ONLINE TECH TOOLS WHILE HANDLING IMPORTANT CLIENT DATA FROM THE MOMENT A LEAD COMES IN UNTIL PAYMENT IS SECURED ALL-IN-ONE PLATFORM SO YOU CAN FOCUS ON MANAGING BUSINESS. This is Industry Logistics on ATI

Portland's downtown is in freefall — and the desperation is now priced into broker commissions. Building owners are dangling up to $15 per square foot in incentives, compared to the normal $1–3, just to land any tenant willing to sign. The PAE Living Building is offering payouts of roughly $40,000 per deal. Others are throwing in Hawaii trips, Napa wine tours, and golf outings. Brokers are being bribed. The tenants still aren't coming.The math tells you everything about the market. When you have to pay a Wolf of Wall Street-scale commission just to get someone in the door, there is no demand. Portland's political class handed the city a triple whammy — rampant drug use that chased workers off the streets, vandalism that gutted small businesses, and a tax and regulatory environment so hostile that companies simply left the state. The sustainability badge on the PAE Living Building doesn't impress anyone when the floor plates are empty.The Trailblazers story in the background only underlines the trend. Tom Dundon's squeeze on the franchise is another anchor leaving a city that keeps bleeding businesses, teams, and taxpayers while legislators in Salem pile on vacancy fees and more red tape. Portland isn't in a slow decline — it's a controlled demolition with nobody at the controls.Subscribe to @reasonablenews for daily coverage of the stories the mainstream won't frame honestly.#NFRP #Portland #OregonGO PREMIUM WITH REASONABLE+ FOR UNCENSORED ACCESS

For mortgage brokers, uncovering new revenue opportunities doesn't always mean finding new clients – it can mean helping existing clients take the next step in their property journey. Julian Fadini, founder of PRPTY 360, joins In Focus to explore the current investor landscape and why experienced investors are looking beyond the market noise to identify opportunities. He also unpacks how PRPTY 360 works with mortgage brokers, why long-term relationships and local networks can provide an edge in a crowded market, and how brokers can help clients approach investment decisions with greater clarity and confidence. Tune in to hear: Why experienced investors may be looking to re-enter the market. Why data alone isn't enough when assessing property investment opportunities. How mortgage brokers can build valuable referral partnerships. And much more!

Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

Rafael Weiss is the co-founder of Sytes, a marketplace platform that connects commercial real estate landlords, developers, and brokers with tenants actively looking for space in real time. Rafael came to the problem as a developer who lost a deal because tenant demand was invisible until it was too late, and built Sytes to fix the information asymmetry at the core of retail leasing. The platform serves nearly 350 tenants and over 35,000 active site listings across all 50 states, with clients including Kimco, InvenTrust, Church's Chicken, and Dutch Bros. Rafael is based in Boca Raton, Florida.(01:04) Retail's Demand Visibility Problem (02:44) Why Sytes (04:04) A Filtration System for Tenant Demand (06:24) Getting First Customers to Pay Upfront (07:24) Why Tenant Demand Data Was Opaque (08:34) Anonymous Tenant Expansion (10:14) How a Deal Happens on Sytes (11:24) Church's Chicken Case Study (14:54) Kimco & MyEyeDoctor Portfolio Review (16:34) REITs & Strip Centers (18:04) The Subscription Model (19:24) Retail Is Back (22:44) AI Leasing Agents & the Broker's Future (24:04) Tenant Demand Index for Developers (27:24) Bootstrapping vs. Venture Capital Backing (28:24) Collaboration Superpower: Travis Kalanick

After a decade in banking, former BOQ franchisee Nicholas Barker made the leap into broking, starting a brokerage that quickly scaled to a team of five and settled $145 million in its first year. In this edition of New Broker, host Annie Kane catches up with the founder and mortgage broker at Brokers for Queensland to learn how he hit the ground running, why he offers a fully diversified loan offering, and the operational strategies behind his business growth. Tune in to find out: How he managed to write more than $100 million in his first year of broking. The key takeaways and operational lessons behind rapidly scaling a brokerage. Why thorough planning is critical when transitioning from banking into broking. And much more!

In Today's Tech3 from Moneycontrol, we look at the growing AI funding wave in India, with Mstack AI and Simplismart in talks for fresh capital. We also break down how a possible UPI MDR could add costs for e-commerce platforms, brokers and merchants. Plus, we explore the emerging clipping economy and the copyright questions around it, and Meta's new open-weight AI model Muse Glimmer and Mark Zuckerberg's push for open weights

We've got updates on the I-5 Rose Quarter renovation, the climate cash for cops ballot initiative, and Portland's toxic air quality as we bring back our news lightning round. Plus, we're looking at big incentives being paid to bring tenants downtown, and we're digging into our mailbag to hear from you, our listeners. Joining host Claudia Meza are Willamette Week reporter and author Brianna Wheeler, and our very own executive producer, John Notarianni. Become a member of City Cast Portland! ⁠Join today⁠, and we'll send you some exclusive City Cast Portland swag, while supplies last. Get all the details and sign up ⁠here⁠.⁠ ⁠ Discussed in today's episode: ⁠As Oregon burns and gamblers bet, lawmakers push back against wildfire betting markets drawing millions⁠ [Oregonian]  ⁠Portland had worst air quality in the world among major cities as wildfire smoke envelops area⁠ [Oregonian]  ⁠Price tag of Portland's Rose Quarter road project jumps past $3B as funding gap balloons, records show⁠ [Oregonian] ⁠Effort to Send Climate Dollars to Cops Won't Qualify For November Ballot⁠ [Portland Mercury]  ⁠To Attract Tenants, Desperate Downtown Building Owners Roll Out Rich Broker Incentives ⁠[Willamette Week]  Who would you like to hear on City Cast Portland? Shoot us an email at ⁠portland@citycast.fm⁠, or leave us a voicemail at ⁠503-208-5448⁠. Want more Portland news? Then make sure to sign up for our ⁠morning newsletter⁠ and be sure to follow us on ⁠Instagram⁠. Looking to advertise on City Cast Portland? Check out our options for podcast and newsletter ads at ⁠citycast.fm/advertise⁠. Learn more about the sponsors of this August 6th episode: ⁠D'Amore Law⁠

Heard any of these myths about selling ACA plans? We're debunking the rumors and delivering facts on ACA insurance sales. Listen as we set the record straight here on the Agent Survival Guide Podcast!   Read the text version   Get Connected:

Solve crimes with the great detective in "Sherlock Holmes Short Stories." Featuring classic tales by Arthur Conan Doyle, this podcast brings you the brilliant deductions and thrilling adventures of Sherlock Holmes and Dr. Watson. Whether you're a longtime fan or new to the world of Holmes, these timeless mysteries will keep you captivated.

- Join David's email list, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com Find the Linkedin post here: https://www.linkedin.com/posts/davidbarnettmoncton_the-truth-about-buy-a-business-with-no-money-ugcPost-7484600420158398465-3qww/?rcm=ACoAAAOVpf4BZ-xaB5MqWUGsddWFIh8HwKM8lXU Find the interview with Ted Leverette here: https://youtube.com/live/lpbtq6YVYJk Why do business brokers ask for proof of funds before they'll share confidential information about a business for sale? In this video, I explain why this practice has become much more common and how today's business acquisition market has changed. We discuss why brokers need to qualify serious buyers, how the rise of "no money down" business acquisition programs has affected sellers and intermediaries, and why many legitimate buyers are concerned about sharing sensitive financial information. I also share a practical strategy for demonstrating financial capability without revealing your entire financial picture. Whether you're buying your first business or working with brokers regularly, understanding how proof of funds works can help you build credibility, protect your privacy, and move through the acquisition process more effectively. Cheers **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com ----- Youtube music licensing code: 5PJWQOE5ZZHTQSRY

1. Saudi Arabia – World's Largest AI HackathonKanz (AI hiring platform) ran an 8-day free event (July 15–22) targeting 100,000 complete beginners — teachers, job seekers, business owners, etc. — with the goal of a Guinness World Record. Participants built real apps/agents using no-code tools (Lovable, n8n, Replit, Magnific, Claude, etc.) and earned certificates plus portfolio projects. Registration surged past 50,000. It builds on prior programs with strong female participation and workforce outcomes. Upshot: AI building no longer requires a coding background; accessible programs are becoming genuine on-ramps.2. California – DROP Data Deletion PlatformThe Delete Act's DROP platform (live Jan 2026) lets California residents submit one request to delete data from ~600 registered data brokers. Identity verification uses California Identity Gateway/Login.gov; identifiers are normalized and hashed so the state never sees or shares raw personal data. Brokers must check every 45 days from Aug 1, 2026, fully delete matches, and report back. Applies to large processors worldwide; heavy fines and future audits. Upshot: A privacy win worth using if you're in California; likely to be copied elsewhere.3. Australia – Origin Energy BreachAustralia's largest energy provider confirmed a breach potentially affecting a large portion of its ~5 million customers (hacker claimed ~2 million). Sensitive PII was leaked online. Utility data heightens risks for identity theft and further infrastructure attacks. Upshot: Change passwords and watch for phishing if affected.4. Anthropic – Claude Opus 5New flagship model launched at $5/$25 per million tokens (half Fable 5's input price), with 1M token context and adjustable “effort” levels. It outperforms or matches its pricier sibling on key benchmarks. Upshot: Forces reevaluation of vendor pricing vs. performance for coding/knowledge work.5. Kimi K3 – Largest Open-Weight ModelMoonshot AI released a 2.8-trillion-parameter model (1.4 TB weights). Within days, it was used to discover dozens of zero-days and build working exploits far faster than before. Fully open weights mean no usage restrictions. Upshot: Major step-change for vulnerability research timelines; treat as a serious new threat-intelligence factor.6. South Korea – 10-Month Diplomatic BreachAttackers accessed the National Diplomatic Academy system undetected from April 2025 to February 2026, stealing data on ~6,000 Ministry of Foreign Affairs personnel (including 360 overseas diplomats). Upshot: Dwell time is the bigger issue — invest in better detection.7. Suno Music-AI Breach (Nov 2025)55 million users' names, phones, and addresses exposed; only now public ~8 months later. Upshot: Check Have I Been Pwned; AI company breaches can stay hidden for long periods.8. U.S. – AI Kill Switch ActBipartisan bill (Reps. Lieu & Moran, introduced July 23) requires frontier models (≥$100M training cost) to maintain shutdown/throttling capability. DHS (with Commerce & DNI) could order action for catastrophic risks. Fines up to $20M/day. Predates recent high-profile AI incidents but cites them. Upshot: Frontier developers should assess compliance readiness; some form of this is increasingly likely.

Anthony Saunders says every broker should understand their clients' exposure to environmental externalities. The partnership director for EnviroSure at Gow-Gates Insurance Australasia in Sydney says it's not just about protecting the client - any liability not covered for a client by the broker can become a direct exposure against the broker's own professional indemnity insurance.

California's Delete Act (SB 362) introduced DROP (Delete Request and Opt-out Platform), which launched on January 1, 2026. It lets residents submit one deletion request that automatically propagates to all registered data brokers in the state—currently around 500 companies. The Core Problem It SolvesData brokers collect and resell personal information from people they've never directly interacted with. Before DROP, individuals had to manually find each broker, submit separate requests, and hope for compliance with no centralized tracking.How DROP WorksResidency Verification: Users prove they're Californian via the California Identity Gateway or Login.gov (no permanent state account needed). This avoids redundant collection of sensitive data by brokers.Provide Identifiers: Users submit details like name (and former names), date of birth, ZIP code, email, phone, mobile advertising IDs (MAID), connected TV IDs, and VINs. More identifiers improve matching accuracy across brokers.Centralized Submission: One request is sent to all registered brokers.Privacy-Preserving Matching: California does not share raw personal data. Instead, it normalizes and hashes identifiers, creating deletion lists. Brokers hash their own records and compare hashes. Matches trigger deletion without exposing underlying data—similar in concept to lightweight privacy-preserving techniques.Recurring Compliance Cycle: Starting August 1, 2026, brokers must check DROP at least every 45 days (via API or download), process new requests, and honor prior deletions through ongoing suppression.Multi-Identifier Lists: Separate hashed lists exist for different data types; brokers use those relevant to their holdings.Full Deletion: A match requires deleting all associated records for that individual, not just the matching identifier, and preventing future sales.Reporting and Transparency: Brokers report completion status back through DROP, allowing users to track progress from pending to completed.Ongoing Obligation: Deletion is not one-time; brokers must maintain suppression lists indefinitely.Global Reach: Any data broker processing significant volumes of Californians' data (threshold ~100,000 records) must register and comply, regardless of headquarters location.Broker Burden: Requires new infrastructure for hashing pipelines, scheduled polling, cross-identifier matching, suppression, and reporting. The state provides documentation, webinars, and test environments.Enforcement: Third-party audits begin in 2028 and recur every three years. Fines reach $200 per consumer per day for noncompliance.Scope and RequirementsWhy It MattersDROP targets brokers handling highly sensitive data (geolocation, biometrics, SSNs). Beyond faster deletions, it compels the industry to adopt stronger technical privacy and security practices. The architecture is innovative: the state coordinates mass privacy actions across hundreds of companies without ever holding or seeing raw personal data. If successful under real-world load from August 2026 onward, it could become a model for other states and countries—enabling deletion at scale without relying on trust.Closing Insight: The real breakthrough isn't just the deletion feature but the underlying privacy infrastructure that makes coordinated, verifiable, and secure data removal possible.

Charles Symington, president and CEO, Independent Insurance Agents & Brokers of America, discusses independent agency growth, Big I's 2026 Market Share Report findings and what lies ahead for agents and insurers.

Report from Una Kelly

Host Malcolm Harris and co-host Michael Vincent kick off a packed Wednesday edition of the "fastest forty-five minutes of freight". The hosts open with lighthearted banter comparing the intense summer heat and humidity in Chattanooga versus Texas before diving into current news, industry headlines, and deep-dive discussions with two featured guests. Industry Headlines CDL Safety Blitz Crackdowns: The hosts discuss recent multi-state commercial vehicle inspection blitzes (in states like Arizona and Nebraska) that placed dozens of trucks and drivers out of service. Michael argues that despite these enforcement drives, statistical data shows commercial drivers remain among the safest demographics on the road, questioning the underlying motivations behind the blitzes. In Memoriam – Alan Adler: The hosts pay tribute to award-winning journalist Alan Adler, who passed away. They reflect on his legacy as a pioneer in freight media, creator of the Truck Tech newsletter, and a dedicated humanitarian. Featured Guests Dave Rimkus | Head of Global Supply Chain Decarbonization, Schneider Electric (SE Advisory Services) Supply Chain Decarbonization & Scope 1–3: Dave discusses how large multinational companies are working to decarbonize. He notes that 80–95% of a company's emissions typically lie outside its "four walls" within upstream suppliers and logistics (Scope 3). Addressing Choke Points & Risk: Using AI tools like "Sarah" (Resource Advisor), Dave's team tracks environmental choke points, energy grid instability, and supply chain dependencies to build resilience and avoid costly disruptions. Practical Efficiency: Dave highlights how simple efficiency steps—such as route optimization, reducing deadhead miles, truck aerodynamics, and preventative maintenance—offer immediate cost savings and carbon reductions without requiring massive new expenditures. Phil Brink | Head of Fraud Media, FreightWaves Rising Cargo Theft & Fraud: Phil details the growing sophistication of organized crime in supply chains. Bad actors no longer rely solely on dockworker tips; they use AI, stolen identities, fictitious paperwork, and fraudulent carrier profiles to steal high-value loads. Human-Level Vetting & Collaboration: Phil argues for stronger human-level carrier verification (DMV-backed ID checks, biometric links, and GPS tracking) rather than relying on surface-level documentation. He emphasizes the urgent need for better collaboration and shared tech standards between brokers and shippers to catch fraud before trucks are loaded. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris and co-host Michael Vincent kick off a packed Wednesday edition of the "fastest forty-five minutes of freight". The hosts open with lighthearted banter comparing the intense summer heat and humidity in Chattanooga versus Texas before diving into current news, industry headlines, and deep-dive discussions with two featured guests. Industry Headlines CDL Safety Blitz Crackdowns: The hosts discuss recent multi-state commercial vehicle inspection blitzes (in states like Arizona and Nebraska) that placed dozens of trucks and drivers out of service. Michael argues that despite these enforcement drives, statistical data shows commercial drivers remain among the safest demographics on the road, questioning the underlying motivations behind the blitzes. In Memoriam – Alan Adler: The hosts pay tribute to award-winning journalist Alan Adler, who passed away. They reflect on his legacy as a pioneer in freight media, creator of the Truck Tech newsletter, and a dedicated humanitarian. Featured Guests Dave Rimkus | Head of Global Supply Chain Decarbonization, Schneider Electric (SE Advisory Services) Supply Chain Decarbonization & Scope 1–3: Dave discusses how large multinational companies are working to decarbonize. He notes that 80–95% of a company's emissions typically lie outside its "four walls" within upstream suppliers and logistics (Scope 3). Addressing Choke Points & Risk: Using AI tools like "Sarah" (Resource Advisor), Dave's team tracks environmental choke points, energy grid instability, and supply chain dependencies to build resilience and avoid costly disruptions. Practical Efficiency: Dave highlights how simple efficiency steps—such as route optimization, reducing deadhead miles, truck aerodynamics, and preventative maintenance—offer immediate cost savings and carbon reductions without requiring massive new expenditures. Phil Brink | Head of Fraud Media, FreightWaves Rising Cargo Theft & Fraud: Phil details the growing sophistication of organized crime in supply chains. Bad actors no longer rely solely on dockworker tips; they use AI, stolen identities, fictitious paperwork, and fraudulent carrier profiles to steal high-value loads. Human-Level Vetting & Collaboration: Phil argues for stronger human-level carrier verification (DMV-backed ID checks, biometric links, and GPS tracking) rather than relying on surface-level documentation. He emphasizes the urgent need for better collaboration and shared tech standards between brokers and shippers to catch fraud before trucks are loaded. Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

"I relate it to one of the Wizard of Oz characters... I've seen behind the curtain. I know how it's all put together."What happens when a man who spent nearly five decades inside every corner of the self-funded industry decides his final act is to give the playbook away?My guest this week is Charlie Gragg, a true first-generation veteran of self-funding. Charlie started in the late 1970s underwriting stop-loss cases on napkins from payphone booths, went on to run his own TPA, and has now semi-retired into a role he believes the industry desperately needs: the fiduciary co-pilot.He won't take your broker of record letter; he doesn't want it. Instead, he partners with brokers, consultants, and C-suite executives to build health plans from scratch, the way an owner would.If you're a broker who knows you have a ceiling on your self-funding expertise, this episode is your permission slip to get help. Tune in.Thank you to our 2026 sponsors!ParetoHealth: ParetoHealth empowers midsize employers with a long-term solution to reduce volatility and lower overall health benefits costs. Visit https://www.paretohealth.com/fully-insured-vs-self-funding-with-paretohealth-spencer-podcast/?utm_source=youtube&utm_medium=referral&utm_campaign=SelfFundedwSpencer to learn more.Samaritan Fund: A program that connects those who need help to the support they need. We are proud to offer the Samaritan Fund Program. Visit SamaritanFundProgram.com to learn more.Vālenz Health: We're Vālenz Health, your partner in improving health literacy, reducing plan spend, and delivering high-value healthcare. Visit ValenzHealth.com to learn more.Imagine360: Imagine360 helps self-funded employers save on healthcare with smarter health plans. Cut expenses by 20-30% with custom solutions. Contact us today at Imagine360.com.Chapters:(00:00:00) Intro: Behind the Curtain of Self-Funding(00:00:55) The Fiduciary Co-Pilot: Why Charlie Won't Take Your BOR(00:02:58) Charlie's Background: First-Generation TPA in the Late '70s(00:04:46) Napkin Underwriting and $2,000 Aggregate Stop-Loss(00:06:18) The Two Sales: Selling the Employer AND the Underwriter(00:07:20) Why the TPA Business Is So Hard to Do Right(00:11:27) The Fiduciary TPA: Accountant of the Health Plan(00:13:32) The 401(k) Parallel: Fiduciary Standards Are Coming for Brokers(00:14:43) Building Custom Plans vs. Buying the Box(00:16:25) Stop Haggling Over Stop-Loss — Solve the Claims Instead(00:18:46) Owning Your Stop-Loss Through a Group Captive(00:21:25) The 3-6 Month Setup: Finding Fiduciary Partners First(00:23:34) The One Question to Ask Every TPA(00:26:07) Why PBMs Need the Fiduciary Standard Too(00:28:01) Eating the Elephant: Meeting Employers Where They Are(00:30:56) Winning Over the C-Suite Before the HR Director(00:34:42) Claims Negotiators, Re-Pricers, and the Lost Art of the Phone Call(00:39:11) Do You Still Need a Carrier Network?(00:41:51) The Quality Anomaly: Why the Best Care Costs Less(00:43:34) DRG Bundles and the $20,000 Burn Unit That Never Was(00:46:52) Wellness, Behavioral Health, and the Loyalty Dividend(00:55:31) Building the Utopian Health Plan: The Blueprint(01:01:03) What's Missing? Belief.(01:04:18) The Future: Adoption in the Mid-Market(01:06:33) Closing Thoughts: The System Won't Fix ItselfKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/

Evan Dash is the CEO of StoreBound and Author of the best-selling book, A Dash of Good: How to Turn a Business Based on Values into a Valuable Business. Evan's journey took him from firefighter to business executive before becoming a household name in the kitchenware industry. Alongside his wife Rachel, they launched DASH, their namesake kitchenware brand. Under Dash's leadership, the company skyrocketed to success, achieving sales of over $1 billion in sales and becoming the world's largest producer of waffle makers, popcorn poppers, and egg cookers, with over 100 million units sold. Before its 10th anniversary, Dash negotiated a majority sale of his company to Groupe SEB, the $8 billion global leader in the housewares industry.Highlight Bullets> Here's a glimpse of what you would learn…. Entrepreneurial journey from firefighter to CEO of a billion-dollar kitchenware brand.Transition from corporate retail experience to founding a business.Importance of a retail-first strategy versus direct-to-consumer approaches.Challenges faced in retail, including inventory management and product-market fit.The significance of a caring company culture and hiring practices.Strategies for DTC brands entering the retail space.The role of AI in enhancing business operations and creativity.Partnership dynamics in business, particularly with a spouse.Lessons learned from early failures and successes in product launches.Emphasis on building trust and relationships with customers and retailers.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Evan Dash, CEO of StoreBound and founder of Dash kitchenware. Evan shares his unconventional journey from firefighter to entrepreneur, building a brand that surpassed $1 billion in sales. He discusses leveraging brick-and-mortar retail expertise, the importance of a content-first strategy, and hiring people who genuinely care. Evan also highlights his partnership with his wife Rachel, strategies for DTC brands entering retail, and AI's growing role in business operations.Here are the 3 action items that Josh identified from this episode:Start where you have an unfair advantage Leverage your existing expertise, network, or channel (retail, DTC, etc.) instead of blindly following trends. Validate demand before scaling Use tools like crowdfunding, small test runs, or pilot launches to confirm product-market fit and reduce inventory risk. Treat retail like a different business If entering brick-and-mortar, master pricing, margins, cash flow, and logistics—don't assume your DTC playbook will work.Timestamps:00:00:00 Introduction and Setting the StageEvan discusses generational shifts in kitchenware preferences and the initial marketing approach for Dash.00:00:22 Podcast IntroductionHost introduces the E-com Breakthrough Podcast and sets up the episode's focus.00:00:35 Guest Introduction: Evan Dash's BackgroundEvan's journey from firefighter to CEO, and the founding of Dash kitchenware.00:01:51 Personal Connection and Product RecognitionHost shares personal experience with Dash products and introduces the main interview.00:02:19 Evan's Entrepreneurial JourneyEvan recounts his unconventional path from firefighting to retail and business.00:04:01 Lessons from Retail and E-commerce EvolutionEvan discusses his retail background, the fall of legacy brands, and the rise of e-commerce.00:05:57 Transition from Corporate to EntrepreneurshipEvan explains how being fired led him to start his own business with his wife.00:07:45 Working with a Spouse: Partnership InsightsEvan and the host discuss the dynamics and benefits of building a business with their wives.00:10:02 Travel and Business Partnership BenefitsEvan shares the advantages of traveling and working closely with his spouse.00:11:21 Launching Dash: Retail-First StrategyEvan explains why Dash started with a retail-first approach and the challenges faced.00:12:11 Early Product Experiments and Brand NamingEvan describes initial product ideas, licensing, and the decision to use his last name for the brand.00:14:30 Content-Driven Brand BuildingDash's early focus on content creation, social media, and appealing to younger consumers.00:16:37 Retail Placement and Cash Flow ChallengesHow Dash leveraged retail relationships for credibility and managed cash flow pressures.00:17:47 Retail Flywheel and Industry FOMOThe impact of early retail success and how it led to more opportunities.00:18:35 Product Flops and Risk MitigationEvan discusses product failures, the importance of sell-through, and strategies to minimize risk.00:22:07 Crowdfunding and Retailer RelationshipsUsing Kickstarter/Indiegogo to test products and proactively managing retailer relationships.00:24:30 Advice for DTC Brands Entering RetailEvan's recommendations for DTC brands looking to expand into retail.00:25:08 Learning New Channels and Building ExpertiseThe importance of becoming an expert in new sales channels and hiring for knowledge gaps.00:27:02 Brokers vs. Direct Outreach in RetailPros and cons of using brokers versus direct outreach for retail expansion.00:28:14 Focus, Time Management, and Agency PitfallsThe risks of losing focus, the value of time, and challenges with agencies.00:29:37 Hiring Smart People and Building TeamsHow hiring smarter people and building strong teams drives business growth.00:30:36 Culture of Caring and Core ValuesEvan's approach to company culture, hiring for care, and building a values-driven organization.00:34:15 Defining “Care” in Company CultureWhat “care” means at Dash and how it's embedded in the company's DNA.00:35:16 Empowerment, Trust, and Winning HeartsPairing care with empowerment, trust, and a focus on winning hearts internally and externally.00:38:20 Culture as a Competitive AdvantageHow culture and core values translate to consumer experience and business success.00:39:16 AI in Business: Human vs. AutomationEvan's perspective on AI, its role in efficiency, and why humans remain central.00:40:17 AI as a Multiplier, Not a ReplacementHow Dash is adopting AI to boost productivity while maintaining a human-centric approach.00:41:28 Final Thoughts and Book RecommendationEvan recommends his book and offers to connect with listeners.00:41:49 Three Actionable TakeawaysHost summarizes key lessons: domain expertise, caring culture, and hiring smart people.00:45:08 Rapid-Fire Questions: Book, AI Tool, InspirationEvan shares his favorite book, AI tools, and sources of inspiration in CPG and fashion.00:48:34 Closing and Contact InformationHow to connect with Evan and Dash; episode wrap-up.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Websites"Kickstarter": "00:23:27""Indiegogo": "00:23:27""ChatGPT": "00:46:15"Books"

In this episode, Louis Baker of Lamp Portfolio shares insights into innovative real estate technology, market opportunities, and strategic growth in the high-stakes real estate industry. Discover how AI-driven platforms are transforming asset management and investment strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Have lax laws left the for-profit adoption industry ripe for misconduct?

Dan Mosher is the CEO of DealGround, an AI-native platform helping commercial real estate brokers and investors find deals faster by organizing property data, identifying opportunities, and connecting directly with property owners. A veteran Silicon Valley entrepreneur, operator, and investor, Dan previously built and led the Merchant team at Postmates through its acquisition by Uber, served as President of Presto, and helped scale BrightRoll tenfold before its acquisition by Yahoo. Live from ICSC+Proptech in Las Vegas.(01:09) AI Survey with FirstAmerican (03:07) How DealGround Helps Brokers Find More Deals (06:08) Why AI Adoption Outpaces Trust (10:14) MCPs, Integrations & Fitting Into Broker Workflows

This week on Home Sweet Home Chicago, David Hochberg is joined by Jim Brown of Legacy Properties to talk about the biggest pricing mistakes sellers make in today’s market. Next, Bob Schmitt of Junkluggers talks Facebook Marketplace scams and compassionate tips for summer moves. Then, Mark Milstein introduces Peak Utility Brokers and talks about a […]

Could a direct conversation with a prospect or tenant save your next lease from falling apart?In Episode 94 of I Own A Shopping Center Now What, Beth Azor explains why shopping center owners must remain personally involved in the most important parts of their business, even when they have leasing brokers and property managers handling day-to-day operations.Beth shares how direct conversations with hesitant prospects can reveal concerns that brokers may not uncover and create opportunities for flexible lease structures, including percentage rent and sales-based termination rights. She also explains how personal relationships with tenants can improve rent collection, prevent balances from becoming unmanageable, and reduce avoidable vacancies.The lesson is simple: delegate the work, but never delegate all responsibility for your tenants, prospects, and multimillion-dollar asset.

In "Private Fleets Rescue Freight Brokers in 2026", Joe Lynch and Russell Jones, CEO & Co-founder of Private Fleet Net Zero, discuss how unlocking empty private backhauls provides brokers with discounted, high-quality capacity to combat fraud and skyrocketing liability. About Russ Jones Russell Jones co-founded Private Fleet Net Zero to help the 45% of trucks that are in Private Fleets with usually empty backhauls find loads from $50B+ of 3PL freight spend, leveraging his leadership of Cargo Chief, which enables 1,200+ 3PL buyers with $8B+ of spend to buy transportation capacity more profitably. Previously, Mr. Jones co-founded and led two cloud-based physical security firms.  He was also the founding CEO of Clearvox Communications, which pioneered the market for cellular phone headsets, which he sold to Plantronics.  Beforehand at Adaptec, Mr. Jones doubled a $50M channel products business to $100M. Mr. Jones has been awarded 10 patents, and holds a BSBA with highest honors from Boston University and an MBA from the Harvard Business School. About Private Fleet Net Zero Private Fleet Net Zero, PFNZ, is uniquely aggregating 10,000s of trucks with 1,000s of lanes of underutilized, underpriced, theft-free and superior private and dedicated fleet trucking capacity and matching via multi patent-pending technologies and artificial intelligence to $10Bs of freight spend registered on our cloud-based platform, while generating a compelling client ROI. Our network is quickly and efficiently growing both fleets and 3PLs on PFNZ, which is on a path to save 30M+ tree equivalents. Key Takeaways: Private Fleets Rescue Freight Brokers in 2026 In "Private Fleets Rescue Freight Brokers in 2026", Joe Lynch and Russell Jones, CEO & Co-founder of Private Fleet Net Zero, discuss how unlocking empty private backhauls provides brokers with discounted, high-quality capacity to combat fraud and skyrocketing liability. Massive Fleet Scale: Private Fleet Net Zero (PFNZ) has rapidly aggregated 80,000 trucks and 40,000 lanes of coverage, using patent-pending AI to match this massive pool of underutilized capacity with tens of billions of dollars in registered freight spend. The $150B Backhaul Waste: Private fleets (where the cargo owner owns the asset, like Walmart or Sherwin-Williams) make up 45% of all trucks on the highway, yet they run empty 80% of the time on their backhauls, leaving a $150 billion pool of premium capacity sitting idle. Pure Profit for Fleets: Because the primary "front haul" already covers the driver's salary, equipment, insurance, and core fuel costs, any backhaul revenue captured through PFNZ represents a 95% pure profit margin for the fleet owner. Quadrupled Broker Margins: Brokers can secure this premium capacity at a 25% discount to the market rate. In a tight market where a typical gross profit might only be $150 on an $1,150 load, cutting carrier costs from $1,000 to $750 can effectively triple or quadruple a broker's net margins. Eliminating Fraud and Liability: Shifting to private fleets bypasses the modern plague of cargo theft, cyber fraud, and "chameleon carriers" who hide bad histories under new DOT numbers. Furthermore, because private fleets have newer equipment and a third less accidents, they shield brokers from catastrophic multi-million dollar "nuclear verdicts" tied to carrier safety under the recent Montgomery ruling. Combating the 2026 Capacity Crunch: Massive federal enforcement of English language proficiency rules is projected to strip 25% of for-hire drivers (400,000 to 600,000 drivers) off the road. PFNZ rescues brokers by giving them an automated "outsourced recruiting team" to tap into stable private capacity that was previously heavily monopolized by the top 10 mega-brokerages. Seamless Integration & Sustainability: PFNZ connects to a broker's TMS within weeks via APIs, reports, or an AI bot to automatically map buying patterns. By eliminating empty miles, the platform is on track to save over 45 million tree equivalents in CO2, giving public companies and shippers a verifiable decarbonization story for SEC and board reporting. Learn More About Private Fleets Rescue Freight Brokers in 2026 Russ Jones | Linkedin Private Fleet Net Zero | Linkedin Private Fleet Net Zero Private Fleet Net Zero: The Deadhead is Dead with Russ Jones The Broken Safety System Threatening Shippers and Brokers with Chris Burroughs What is Blue Ocean Strategy | About Blue Ocean Strategy The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

The following guest sits down with host Justin White:•   Michelle Chretien – Branch Manager, Milestone Mortgage SolutionsMeeting Clients in Person Creates Stronger Relationships and More Business OpportunitiesWhether it's through text, video message or even social media, there have never been more ways for loan originators to communicate with borrowers. That said, face-to-face interactions are still incredibly effective. Why should LOs consider getting in front of more clients? Listen to Episode #127 of Good. Better. Broker. as we sit down with a 30+ year industry veteran who literally shows up for her clients all the time.In this episode of the Good. Better. Broker. podcast, you'll learn why in-person meetings bring in more business and referrals. In this episode, we discuss ...•   1:50 – Michelle's 30+ years in the mortgage industry•   2:22 – including clients in the loan process•   3:45 – why Michelle meets with clients in person•   4:50 – how Michelle makes the mortgage process fun•   6:10 – Michelle's presence in her community•   7:45 – Michelle's love for people•   8:31 – why Michelle does pre-closing meetings with clients•   10:56 – unique touchpoints with borrowers•   13:04 – what happened when Michelle stepped back from originating•   14:25 – the impact of going from retail lending to the broker channel•   15:34 – what happened when Michelle had surgeryShow Contributor:Michelle ChretienConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

In this episode of Everything is Logistics, Blythe talks with Tom Curee, President at Qued, about why freight appointment scheduling is still one of the most stubborn problems in logistics.Qued focuses on appointment scheduling for brokers, carriers, and shippers. The platform connects into existing TMS workflows so users can automate scheduling, manage exceptions, and build trust through visibility instead of forcing teams into another portal.They cover:Why appointment scheduling creates so much back-and-forth for logistics teamsHow many times a single appointment usually gets touchedWhy user trust matters when automating freight workflowsHow Qued uses audit logs to show every step of the scheduling processWhy the best appointment is not always the appointment a team thinks it wantsHow natural language rules help Qued scale complex scheduling logicWhy logistics companies should prioritize tech that improves the customer experienceThis conversation is part of the CargoRex AI Use Cases in Logistics guide, featuring real examples of how logistics companies are using AI across freight, warehousing, procurement, visibility, and operations.Read the full guide here:https://cargorex.io/research/ai-use-cases-in-logistics/LINKS:Qued:https://qued.comCargoRex AI Use Cases in Logistics Guide:https://cargorex.io/research/ai-use-cases-in-logistics/ -----------------------------------------THANK YOU TO OUR SPONSORS!SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why.CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve.Digital Dispatch maximizes and manages your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers. 

In another in-person episode, Axel sits down with Will Peck — multifamily broker at Horvath & Tremblay and one of the most active apartment building brokers in New Hampshire — for a wide-ranging conversation on the current state of the New Hampshire multifamily market, what it actually takes to build a successful brokerage career from scratch, and what separates the buyers and sellers that brokers love working with from the ones that make deals fall apart.Will has been focused exclusively on New Hampshire multifamily since graduating college in 2018, building his book of business from cold calls and grand list research to becoming one of the go-to brokers in the state. This episode is essential listening for any investor buying or selling in New Hampshire — or any investor who wants to understand how to build a productive, long-term relationship with a commercial real estate broker.Join us as we dive into:The distinction between being a transactional broker and being a true advisor — and why Will regularly tells clients not to sellWhy New Hampshire continues to attract capital migrating from Massachusetts — and why Will sees demand growing even further over the next 12 monthsWhat makes a great seller: transparency from day one, accurate financials, and open communication throughout the transaction — because in today's market with only 2–3 strong buyers at the table, you can't afford to waste a bulletCreative deal solutions: the escrow agreement Will structured for a student housing deal with unleased units — how leaving money in escrow gave the buyer and lender comfort to close without delayWhat makes a great buyer: do what you say you're going to do, give specific and timely feedback, and share your underwriting assumptions so the broker can actually serve youWhy telling a broker "I'm looking for 8 caps" means almost nothing — and what you should be saying insteadThe two-way intel relationship: how sharing renovation costs and achieved rents with your broker builds the kind of market knowledge that eventually comes back to help you price, lease, and sell your own dealsConnect with Will Peck:Reach out to him on LinkedinCell: 207-712-6402Office: 603-218-1857Email: wpeck@htapartments.comAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

In "The Broken Safety System Threatening Shippers and Brokers," Joe Lynch and Chris Burroughs, President and CEO of the Transportation Intermediaries Association (TIA), discuss the fallout from a landmark Supreme Court ruling and rising freight fraud are reshaping the logistics liability landscape.  About Chris Burroughs Chris Burroughs is the President and CEO of the Transportation Intermediaries Association (TIA), a position he assumed in November 2024. With over 14 years at TIA, he previously served as Vice President of Government Affairs, overseeing legislative and regulatory efforts before Congress and federal agencies. Before joining TIA, Burroughs gained valuable experience on Capitol Hill, working for the House Transportation & Infrastructure Committee and the House Natural Resources Committee. He also served as Director of Government Affairs at the Twenty-First Century Group, advocating for clients in transportation, telecommunications, health care, and defense. Burroughs holds a Bachelor of Science degree in Political Science from Shepherd University in Shepherdstown, West Virginia. About TIA The Transportation Intermediaries Association (TIA) is the professional organization of the $343 billion third-party logistics industry. TIA is the only organization exclusively representing transportation intermediaries of all disciplines doing business in domestic and international commerce. TIA is the voice of transportation intermediaries to shippers, carriers, government officials, and international organizations. Learn more about TIA at www.tianet.org Key Takeaways: The Broken Safety System Threatening Shippers and Brokers In "The Broken Safety System Threatening Shippers and Brokers," Joe Lynch and Chris Burroughs, President and CEO of the Transportation Intermediaries Association (TIA), discuss ow the fallout from a landmark Supreme Court ruling and rising freight fraud are reshaping the logistics liability landscape.  The Montgomery Decision Resets the Liability Landscape: The Supreme Court's recent 9-0 ruling in the Montgomery case (involving C.H. Robinson) eliminated the long-standing F4A federal preemption defense for brokers regarding carrier safety selection. While 31 states had already rejected this defense prior to the ruling, the decision officially shifts safety and negligent selection liability standards back to a patchwork of differing state regulations. TIA Petitions the FMCSA for a National Carrier Selection Standard: In response to the confusion caused by the Montgomery decision, the Transportation Intermediaries Association (TIA) filed a petition for rulemaking with the Federal Motor Carrier Safety Administration (FMCSA). TIA is pushing for a clear, national federal standard to dictate exactly what checks a shipper or broker must perform when vetting and selecting a trucking company, eliminating state-by-state confusion. The Core Elements of TIA's Proposed Vetting Standard: TIA outlines three baseline data points that the federal government should mandate for a secure carrier selection process: operating authority (ensuring full compliance with the FMCSA), valid insurance (confirming active, legitimate coverage to combat marketplace fraud), and safety status (verifying the carrier has not been placed out of service for safety violations or paperwork compliance issues). A Broken Data System Leaves 94% of Carriers Unrated: A major hurdle in carrier vetting is that 94% of trucking companies remain "unrated" by the federal government. Because the FMCSA relies on strenuous, physical audits and suffers from limited inspector resources (drastically worsened during the pandemic), they only audit carriers that trigger red flags. TIA strongly advocates shifting from this outdated physical audit system to an absolute, data-driven safety rating algorithm. TIA Demands the Release of the "High-Risk Carrier List": The FMCSA maintains an internal database of approximately 3,000 to 4,000 trucking companies categorized as "high-risk," based on their Safety Measurement System data. As a key part of their petition, TIA is demanding that the government publicize this list so brokers and shippers have the transparency needed to actively avoid dangerous carriers. The Sophistication and Rise of Strategic Freight Fraud: Freight fraud and cargo theft have evolved past opportunistic crimes into highly organized, international cyber syndicates. Strategic theft has skyrocketed by 1,500% since 2020. Bad actors are shifting tactics—moving away from registering new fraudulent entities to buying up clean, legitimate, 2-year-old authorities on online marketplaces, executing massive "heists," and then vanishing. Industry Consolidation and the Value of Trusted Associations: The compounding costs of increased insurance premiums, tighter vetting processes, and necessary technology stacks are expected to drive significant market consolidation, forcing smaller players out. Because of this complex environment, shippers are increasingly looking to work with brokers tied to professional organizations like TIA, which enforces a strict code of ethics, offers ongoing education, and acts as the exclusive advocacy voice for the $343 billion 3PL industry on Capitol Hill. Learn More About The Broken Safety System Threatening Shippers and Brokers Chris Burroughs | Linkedin TIA | Linkedin TIA TIA Technovations TIA Technovations with Tom Curee Trucking Through Trouble with TIA & Anne Reinke TIA Unpacks Freight: Tariffs, Trust, and the Fight Against Fraud with Chris Burroughs FMCSA Petitions for Rulemaking (Open Petitions) The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

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Gavin and Wade are back this week talking all things CPG! Brokers, Retail, Category Reviews, Challenges, ETC!