Podcasts about business advisors

We created artificial intelligence from human intelligence. Now, increasingly, we are turning to the machine to tell us what to think, what to do, and what is true. But if intelligence is separated from context, judgment, experience and the ability to question, can artificial intelligence ever be complete? Asim Kumar explores the relationship between the intelligence we create and the intelligence we already possess—and why the future of AI may depend less on how intelligent machines become than on how intelligently we use them.Support KAJ Masterclass — help sustain independent editorial work: https://kajmasterclass.com/support=========================================GuestAsim Kumar is a veteran Solution Architect, Business Advisor, lifelong student of the financial markets and human behavior, and the founder of Avigna. With over three decades of experience spanning network and security engineering, IT Strategy, financial risk management, and business development, Asim has built a career on one premise: Real Intelligence must lead Artificial Intelligence.Connect: https://www.avignallc.com/=========================================About KAJ Masterclass MediaKAJ Masterclass Media is home to a video-first, live-first, editorially independent conversation ecosystem exploring leadership, business, AI, careers,health, creativity, and the evolving human experience through thoughtful,unscripted conversations grounded in lived experience, clarity, and real-worldinsight.This show is part of the KAJ Masterclass ecosystem, which includes The KAJMasterclass LIVE, The Author's Voice with KAJ, and a growing collection of editorially independent conversation platforms.Every conversation is designed to leave you with something meaningful to think about, understand, or apply.

In today's episode, you'll discover: Why working harder, selling more, and relying on personal effort alone won't create scalable success—and why the real breakthrough comes from building a system other people can duplicate. How to turn rookies into leaders who multiply leaders and create teams that grow without depending on one superstar. Why speed, recruiting, and duplication are the real engines of wealth, without getting distracted by "shiny objects," and how proven systems can accelerate both income and impact. To support these three takeaways, I chose a quote from Peter Drucker: "Nothing is less productive than to make more efficient what should not be done at all." About Larry Weidel: Larry Weidel is a Sales Executive, Investor, and Business Advisor with over $6 billion in assets under management. He hosts the popular Million Dollar Mastermind Podcast and is the bestselling author of Serial Winner (Greenleaf, 2015). He has been featured in Forbes, Inc., Fast Company, The Globe and Main, Investor's Business Daily, and by the American Management Association. How to Get in Touch with Larry Weidel: Website: https://weidelonwinning.com/ Email: support@weidelonwinning.com Stalk me online! Linktr.ee: https://linktr.ee/conniewhitman Communication Style Assessment (CSA)™: https://www.assess.biz/assessments/assessment_entry.asp?m=1188&a=1177 Subscribe to the Enlightenment of Change Podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week - listen as Connie delves into new sales and business topics or addresses problems you may have in your business.

The following article of the Talent industry is: 'More 'Meisters,' Fewer Masters' by Jan M. Esslinger, International Business Advisor, Independent Contributor. 

Have you ever built something you love, poured years into it, and never once stopped to ask what it's actually worth? Most business owners haven't. And that one blind spot could cost them everything they worked for. In this episode of The Happy Hustle Podcast, I sit down with Michael Sauer also known as Bone, an exit planning expert who has helped guide business transactions up to a hundred and twenty million dollars. He works with business owners to figure out exactly what their company is worth today, what it could be worth years from now, and how to make it as sellable as possible before life forces the decision for them. You can find him and his work at kandemlaw.com. What makes this episode matter is the timing. Bone dropped some numbers on me that stopped me in my tracks, and I think they'll do the same for you. Only twelve to twenty percent of businesses that go up for sale actually sell. Of the ones that do sell, half go for less than the owner needed. And here's the gut punch. Only five percent of business owners are actually happy with what they walked away with after the sale. Five percent. That's not a small gap, that's a system that's broken for almost everyone going through it. Here's what stuck with me most from our conversation. Fifty percent of businesses get sold involuntarily. Health issues, family emergencies, burnout, none of us plan for these things to force our hand, but they happen. Bone's point is simple. Build your business to be sellable now, not someday, so you're never caught off guard. It takes years to sell right, not months. Most owners come to Bone wanting to sell within twelve months. He tells them straight up that's not enough time. Three years minimum, five years ideal, if you actually want top value. The number on paper isn't the number in your pocket. Broker fees, attorney fees, capital gains tax, they all take a bite. Sell for ten million without a real tax strategy and you might walk away with seven. Bone's advice is to reverse engineer the number you actually need and plan backward from there. Seventy nine percent of business owners regret selling within a year. Not sadness. Not stress. Profound regret. That statistic alone is why proactive planning matters so much more than people realize. Profit First is one of the simplest financial moves you can make. If you haven't implemented it in your business yet, Bone calls it the number one financial hack for owners. Set money aside before you spend it, not after. We also got into the fun stuff. I put Bone through my rapid fire round and got some real answers. Taco Bell is his go to food, his spirit animal is a bald eagle, and his best piece of legal advice might be the most important thing you hear in this whole episode. Hire an attorney before you need one. We also talked about family, gratitude, and what it means to build a life you're proud of, not just a business that sells well. This episode is a reminder that hustle without a plan is just motion. You can work hard for twenty years and still leave money and peace of mind on the table if you never stop to ask the right questions. Bone's whole approach is about giving business owners confidence and security, so when the moment comes to sell, they're ready instead of scrambling. If you're ready to start thinking ahead instead of playing catch up with your own business, this conversation is going to hit home. Go listen to the full episode at https://happyhustle.com/podcast. It just might be the reset you didn't know you needed. Connect with Michaelhttps://www.linkedin.com/in/sellonyourterms/ Find Michael on this website: https://kandem.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.tiktok.com/@caryjackhttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: Kiln Your environment shapes your energy and your results. That's why we're proud to partner with Kiln, a premium workspace experience designed to help you work smarter, connect with amazing people, and elevate your lifestyle. From co-working and private offices to meeting rooms and event spaces, Kiln (https://kiln.com/) has everything you need to thrive. Mention "Happy Hustle" for a special hookup! =================================================================== If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all night If you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF. =================================================================== My Green Mattress If you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress. It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night. If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattress =================================================================== Ozlo Sleep If you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep. These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest. If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.

Watch this next: https://www.youtube.com/watch?v=KvkldfWDCuM“You're solving the right problem — but in the wrong order.”Christian Schütte advises 7 and 8-figure founders, including Will Brown. In this episode he doesn't get interviewed — he runs a live advisory session on me and finds the constraint I'd been ignoring for months.We map every role I play. He pressure-tests my $30M exit until it falls apart. And he explains why most founders are busy every day while the number never moves.Apply to Work with Voics: https://events.voics.co/coachesJoin Aura: https://app.aura-app.ai/sign-up0:00 Intro1:04 The hardest parts of business2:20 Identity and your roles7:00 Why bad feedback hurts8:57 Sponsor: Aura10:34 Why not every client makes it21:49 Advisory vs coaching25:33 Direction instead of goals26:44 Why Darren wants an exit34:58 Finding the real constraint38:01 Getting honest with yourself39:30 The Golden Hour44:48 Closing open loops47:46 Document the journeySupport the show

When most business owners are asked what their accountant or bookkeeper helps them with, you'll most likely hear that they do their financial statements, which include their balance sheet and income statement or profit and loss report, and they probably file their tax returns for them.  Most accountants, bookkeepers, CPAs, and Virtual CFOs provide way more services than this.  Knowing what additional services your accountant or bookkeeper can perform for you could help your business grow and alleviate the stress you encounter when you try to do it yourself.  When your accountant or bookkeeper provides additional advisory services, they are available if you have a situation that comes up in your business you are unfamiliar with and need professional advice.  Accountants and bookkeepers work with a variety of businesses, and this provides a great deal of knowledge and experience with past business situations.  They not only have these experiences under their belts, but they can then tie in your financial information and really collaborate with you to make sure your business goals are met, or even exceeded.  In today's episode, I am going to go over a few of the most popular advisory services your accountant or bookkeeper can help you with in your business whether you are just getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant knowing you have these additional advisory services available to you can help you manage your business when you feel like you are struggling and all alone, not to mention the headaches and stress they can help you avoid…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mario Joos has been inside some of the biggest creator operations in the world - including two and a half years with the MrBeast team and a stint as fractional CEO of the Stokes Twins - and what he found working with some of these big teams may surprise you.In part 2 of our interview we get into the real revenue picture for creators - what the revenue mix looks like, why AdSense-plus-sponsorships is a ceiling, not a strategy, and what it actually looks like when a creator builds a business that generates money independent of their content output. We also cover team structure, the CEO hiring problem, which Mario describes as the hardest thing a creator will ever do and one that even the biggest names in the industry keep getting wrong.And then there's the mindset conversation, which is where things get honest. Mario talks about obsession as a prerequisite, fear-based motivation as a real driver for high performers, and the moment he realised that the creators who don't change aren't lacking information - they're prioritising ego over their actual goal.This is part two of our conversation. If you're building a creator business and you want to understand what the next level actually looks like, this is the episode.Topics covered: creator business structure · revenue models beyond AdSense · niche monetisation · team hiring and operations · the CEO problem · platform diversification · AI policy · mindset and motivation

Mario Joos has been inside some of the biggest creator operations in the world - including two and a half years with the MrBeast team and a stint as fractional CEO of the Stokes Twins - and what he found working with some of these big teams may surprise you.In this episode, Mario breaks down the uncomfortable truth about large creator businesses that behind the polished content and massive subscriber counts, most operations are held together with bandage fixes and reactive hiring. The systems look impressive from the outside. Inside, it's usually a different story.We get into the real revenue picture for creators why AdSense-plus-sponsorships is a ceiling, not a strategy, and what it actually looks like when a creator builds a business that generates money independent of their content output. We also cover team structure - the four-stage content operation that separates world-class channels from everyone else and the CEO hiring problem, which Mario describes as the hardest thing a creator will ever do and one that even the biggest names in the industry keep getting wrong.And then there's the mindset conversation, which is where things get honest. Mario talks about obsession as a prerequisite, fear-based motivation as a real driver for high performers, and the moment he realised that the creators who don't change aren't lacking information - they're prioritising ego over their actual goal.This is part one of a two part conversation. If you're building a creator business and you want to understand what the next level actually looks like, this is the episode.Topics covered: creator business structure · revenue models beyond AdSense · niche monetisation · team hiring and operations · the CEO problem · platform diversification · AI policy · mindset and motivation

What happens when people start living to 100, but financial services is still designed for a much shorter life?In this episode of FinTech's DEI Discussions, Nadia Edwards-Dashti is joined by Helene Panzarino, experienced FinTech relationship professional, former banker, investment readiness consultant, and business advisor, to explore one of the biggest demographic shifts facing the industry.From pensions and investing to mortgages, credit scoring, and financial inclusion, Helene explains why many financial products are no longer aligned with the realities of modern life, and where the biggest opportunities for innovation lie.FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

In this powerhouse episode, I sit down with globally recognized business advisor, multi-business founder, and author Ashley Deland for a conversation that is equal parts raw, real, and deeply inspiring. She opens up about her journey from climbing the corporate ladder at ideaCity alongside world changemakers, to building and exiting multiple businesses, including Canada's first soy-free vegan restaurant, to now leading a portfolio of brands across 17 countries, generating over 25 million dollars in collective revenue. We get honest about burnout, the price of ambition, and what it really costs when you override your body's signals in pursuit of success. Ashley also shares her perspective on motherhood and entrepreneurship, the guilt that comes with missing seasons, and why the willingness to look in the mirror is what separates the women who hold their success from those who watch it slip through their fingers. This episode talks about standards, resilience, identity, and what it truly means to build a legacy as a woman. Let's do this!Follow Ashley Deland here:Instagram: https://www.instagram.com/ashleydeland/Check out Ashley's year-long private mentorship, Founder Haus, here: https://ashleydeland.com/founder-hausGet a copy of Ashley's book, Unreserved Rewriting The Rules Of Business, here: https://a.co/d/09f4M1V8Slow down to speed up. Join me at Collingwood, Ontario, for 4 days of healing and inner transformation. Rejuvenation Retreat September 20-23, 2026.  Learn more here: https://empress.danielleamos.co/rejuvenation-retreat-september-2026/I invite you to a 3-hour transformational, hands-on experience designed to help you bless and release the first half of the year, harvest your wins, and walk boldly into the second half with wisdom, soul-led strategy, and embodied power. Join us for the 2026 Mid-Year Reflection Workshop on June 17th here: https://empress.danielleamos.co/2026-mid-year-reflection-workshop/Get exclusive access to powerful behind-the-scenes riffs I only share with my inner circle. SUBSCRIBE to unlock it now and go deeper with me here: https://www.buzzsprout.com/818893/subscribeThe Success Society is your gateway to an elevated life - an empowering community for driven individuals who are ready to align with abundance, success, and purpose. Join us for less than a cup of coffee per month! https://empress.danielleamos.co/the-success-society/Want to start working with me? Book a complimentary strategy call with The Success Society Team. We're here to support you. https://danielleamos.co/contact-us You can catch the video version of this episode on my YouTube channel. Subscribe here: https://www.youtube.com/@thedanielleamosOne conversation with me can change your life. Access my free gift, Success Mindset Workshop, here: https://successmindsetworkshop.danielleamos.co/If you love this episode, please share it on Instagram, tag me, and send me a DM @TheDanielleAmos; I'd be so grateful if you could leave me a 5-star review on Apple Podcasts and Spotify.Support the show

Brian Evergreen worked in AI at Microsoft from 2016 to 2023, including a role helping Fortune 500 executives develop their AI strategies. He kept seeing the same pattern: most of those projects were failing. He set out to figure out why, and the answer became his book, Autonomous Transformation. In this live recording for GeekWire's Agents of Transformation series, presented by Accenture, Evergreen explains what companies keep getting wrong, and why vision matters more than technology. With GeekWire co-founder Todd Bishop. Edited by Curt Milton.See omnystudio.com/listener for privacy information.

What happens when a business coach gets put in the hot seat? In this episode of the Elite Business Advice Podcast, Chris Moore flips the format and answers the questions painting contractors are actually asking. Inspired by his good friend Nick Slavik of Ask a Painter Live, Chris tackles a few real-world business challenges head-on, all while painting the new EBA office: how to diagnose a Gross Profit stuck at 30% and what's likely causing the leak, which business model Chris would choose if he were starting apainting company from scratch today, how to structure an employee referral bonus program that actually motivates your team, and how to evaluate whether a neighborhood is worth targeting before you spend a dollar on marketing.Got questions or problems you need help solving in your business? Schedule a free business analysis meeting with us to see how we structure our coaching to help painting contractors across North America!

The 2026 Federal Budget has triggered a wave of fear across the Australian property market.Negative gearing changes. Capital gains tax reforms. Investor uncertainty.But what if the biggest opportunities are being overlooked?In this episode of The Australian Property Show, Tom Haigh sits down with Andrew Beattie to unpack what the proposed Budget changes could really mean for property investors, business owners and wealth builders.Rather than focusing purely on the doom and gloom, this conversation explores the unintended consequences that often follow major policy shifts.Including:Why reduced investor activity could create opportunityHow rental shortages may drive stronger yieldsWhy quality assets may become even more valuableThe growing appeal of commercial property and SMSFsWhy strategic advice matters more than everThe investment strategies that may outperform moving forwardThis is not a panic-driven conversation.It's a strategic discussion about adapting early, asking better questions and positioning yourself ahead of the market.If you want to understand where smart investors may still create long-term wealth despite changing policy settings, this episode is essential listening.Key takeawaysThe government is attempting to improve affordability, but the proposed policies may create unintended supply-side consequencesReduced investor participation could mean less competition for high-quality assetsFewer rental properties may place upward pressure on rents and rental yieldsCommercial and industrial property may become increasingly attractive under the proposed tax changesSMSF property investing remains a major strategic opportunity for long-term wealth creationStructuring advice is becoming more important as CGT and ownership rules potentially changeInvestors who stay proactive, evidence-based and strategy-focused may benefit most from the uncertainty aheadTake Action Today:If you are serious about building wealth through property, but not yet fully clear on your next move, book a complimentary clarity call with our team via the link below.In one conversation, we can help you get clearer on your position, your options, and the path forward — because clarity creates confidence, and confidence helps people act.Book a complimentary clarity call⁠⁠⁠⁠ Connect with host of The Australian Property Show - Tom HaighWe'll help analyse your current position, identify your biggest untapped opportunities, and get you moving towards the life you want.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠General Advice Warning! The information (including taxation) contained in this podcast is general in nature and does not consider your individual financial circumstances or needs. You should not act on the information provided without first obtaining professional advice specific to your circumstances. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. The views expressed in this podcast are solely those of the individual; they are not reflective or indicative of My Money Sorted position and are not to be attributed to Online Financial Planning Australia Pty Ltd. The host is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. This podcast cannot be reproduced in any form without the express written consent of My Money Sorted.

This special episode delves into the legacy of a musical icon through the eyes of the man who managed his complex legal and business affairs. L. Londell McMillan provides a unique perspective on who Prince was, his journey, and his music, offering listeners a rare glimpse into the artist's private world and career. Join hosts Alan Gurvey and Michelle Lobato for this compelling look at one of the most influential figures in music history from one of the most influential entertainment attorneys in the nation.

JR VERSUS STINKY DUMPING GROUND Twelve-year-old JR is convinced the toxic dump next door killed his sister—and no one will listen. If JR fails, the danger won't stop with his family—it could destroy the entire neighborhood. The adults say he is wrong. They say keep quiet. They say let them handle it. But JR has watched them do nothing for years. So, he is taking matters into his own hands. With help from his friends, a school project that becomes an investigation, and a heart that refuses to give up, JR sets out on a mission to expose the truth. Fueled by courage, determination, and a heart that refuses to give up, JR sets out on a mission that seems impossible: “Stinky Dumping Ground has got to go!” But can one kid really take on something so big? Can kids make a difference and get environmental justice? JR Versus Stinky Dumping Ground is about community activism inspired by kids. An enjoyable read for adults. A must-read for kids. TOPICS OF CONVERSATION More than an environmental mystery. A funny, sharp 12-year-old takes on an illegal dump in Brooklyn, but the real story is about grief, family, and finding your voice. Rooted in personal loss. Rawle lost his younger sister at age 12, the same age as JR. That experience shaped the book's emotional core. Community matters. Inspired by a Spike Lee vibe, the Brooklyn neighborhood is full of characters who argue, support, and show up for each other when it counts. No perfect victories. JR doesn't get everything he wants, and that's intentional. The book respects young readers enough to keep the ending honest. A series with a twist. Future books will feature different kids with the initials J.R. in different communities, each tackling environmental issues. Three more drafts are already in progress. ABOUT THE AUTHOR Ellis Brown grew up surrounded by stories, the kind his uncles told with flair and detail, the kind that stick with you. Now he tells his own. A debut novelist and children's book author, Brown writes across genres with a consistent thread: characters navigating big stakes, real-world issues, and the complicated question of who the heroes really are. By day, Brown works as a Business Advisor at the Pace University Small Business Development Center, where he has spent two decades helping entrepreneurs turn ideas into reality, not unlike what he does on the page. Learn more about R. Ellis Brown and his work - Connect with him at:  Website: www.rellisbrown.com   Instagram: https://www.instagram.com/r.ellis.brown/  Blue Sky: https://bsky.app/profile/rellisbrown.bsky.social 

Jeannette Linfoot on the Leaders In Strategy Podcast | Scaling, Leadership & SuccessWhat does it really take to lead, scale, and succeed at the highest level? In this powerful clip from the Leaders In Strategy Podcast, Jeannette Linfoot shares her insights on business growth, leadership, and what separates high performers from the rest.If you're serious about scaling your business and elevating your leadership, this is one to watch.

Are you ready to bring AI into your practice? My guest today specializes in helping entrepreneurs incorporate AI into their businesses, and she'll share some ideas with us. Mariana Dalto is a Business Advisor and AI Marketing Consultant known for transforming how service-based businesses grow, scale, and lead with purpose. With over two decades of corporate marketing experience and advanced certifications from Business Made Simple and the 10X Coaching Program, Mariana blends timeless strategy with cutting-edge AI to help business owners unlock new levels of revenue and visibility. As the founder of The Dalto Revenue System—a proprietary framework “Powered by AI. Driven by Strategy.”—Mariana has helped entrepreneurs clarify their message, optimize their marketing, and streamline their operations using automation and smart content systems.  In this episode Carl White and Mariana Dalto discuss: The mindset changes that you and your staff need to make The changes in training you'll need Objections Mariana hears and how to overcome them Want to be a guest on PracticeCare®? Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started. AI Readiness Assessment for Private Practice https://marianadalto.com/private_practice Connect with Mariana Dalto https://www.linkedin.com/in/marianadalto/ https://www.youtube.com/@marianadalto https://www.instagram.com/marianadalto10x/ https://www.facebook.com/profile.php?id=61554905022760 Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

The surveying industry is currently grappling with a massive transition of ownership as aging founders near retirement, a situation that threatens local economic stability and the continuity of essential professional services. This week's episode of "Surveyor Says! The NSPS Podcast" features John R. Allen, III, owner of Allen Business Advisors in Brookline, MA. Tim Burch recently sat down with John to discuss the "silver tsunami" within the surveying profession and how it will effect both employers and employees. John provided great insight into succession planning and strategies to insure a smooth transition of business ownership. A serious conversation that provides insight into a brighter future for surveyors. Check it out today!

Dan McMahon shares his journey from being a CPA to embracing improvisational and stand-up comedy as powerful hobbies that helped him become more confident, authentic, and fulfilled outside of work. Dan talks about how he started improv as a way to break out of old routines and found that it made him a better listener, collaborator, and public speaker. He also describes how performing stand-up, despite its nerve-wracking moments, became an exhilarating way to push himself outside his comfort zone. Dan credits improv and stand-up for giving him new depth, helping him build stronger relationships with clients, and encouraging those around him to be more authentic. He discusses the importance of finding passions that bring joy and insists that sharing those interests makes everyone better professionals. Dan encourages listeners to focus on what completes them as individuals, suggesting that authenticity and personal passions enrich both life and work. Episode Highlights · Dan credits his years in improv and dabbling in stand-up comedy with making him more confident, a better listener, and more collaborative, ultimately improving his personal and professional life. · He intentionally steps outside his comfort zone (like performing stand-up) to demonstrate the importance of courage. Not just for his own growth, but to inspire his clients to do the same. · Dan emphasizes the value of being authentic with clients and colleagues, sharing his passions and hobbies openly. He notes that this authenticity has made client relationships more natural and rewarding. · He stresses that focusing solely on the technical side of the job is not enough. Having passions and interests outside of work makes us more complete and enjoyable to be around. · His advice for others is to pursue what makes you happy, even if it seems like no one cares. Over time, you'll attract the right people who appreciate your depth and individuality.

Service-based entrepreneurs often launch a business to do what they love, only to find themselves overwhelmed by tasks, burned out, and tied to operations they never planned for. In this episode, profit acceleration strategist Jane Parmel joins Robert Plank to explain why the real job of a business owner isn't “doing the work” but leading the business. Drawing from her journey from teacher to children's party center owner to coach, Jane unpacks how over-involvement, emotional attachment, and fear of delegation quietly destroy profit, stall growth, and keep owners stuck in the business instead of working on it. https://youtu.be/G__QT9C_0_Q Jane explains why mindset is the first system you must fix, from the belief that “no one can do it as well as me” to the dangerous comfort of “we've always done it this way.” You'll hear how to step into the role of observer instead of constant doer, empower employees to take ownership, and design operations that support clarity, confidence, and cash flow. If you're overwhelmed, short on time, and tired of your business depending on your every move, this conversation will show you how to embrace change, build structure, and finally create a business that serves your life, not the other way around. Quotes: “The moment you stop doing everything yourself and start leading your business, you stop surviving and start growing.” “If you're the most expensive person in the company, you can't afford to be doing the cheapest tasks.” “Your business will only grow to the level you're willing to delegate, document, and let other people win with you.” Resources: Cardinal Business Advisors Jane Parmel on LinkedIn

A podcast that arose after a fortuitous meeting on a train, Air Commodore Rich Davies CBE is a retired RAF tornado pilot, Aide-de-Camp to Her Majesty The Queen and now works as a Defence and Political Advisor (Air), providing strategic input across fast jet integration, future air combat capability, and defence engagement. In this episode, Rich shares his journey and lessons learned along the way throughout his long and successful career in the RAF and now in the private sector. Hosted on Acast. See acast.com/privacy for more information.

Josh Thomas is a 6-figure business advisor helping entrepreneurs level up their income, mindset, and execution.

In this episode, Brian Balfour (Founder & CEO @ Reforge) deconstructs the two core, interconnected challenges leaders face in the AI age: deciding what to build and evolving the Engineering, Product, Design workflow to deliver it. We cover why you should avoid “the local maxima trap” and siphon off "skunkworks" teams to take high-risk, AI-native bets. Brian provides the blueprint for the "Great Distribution Shift," detailing how to reshape your product from the ground up to avoid being left behind as platforms close, and how to emerge as a winner in the new AI landscape. Plus, learn how to rethink what to build, avoid commoditization, compress product discovery from weeks to hours, scale feature variations & prototypes, evolve products to solve harder classes of problems and shift specialist roles from "inboxes" to system builders. ABOUT BRIAN BALFOURBrian Balfour is the Founder & CEO of Reforge, which provides expert training and tools for AI-native product teams. Previously, he served as VP of Growth at HubSpot, spearheading launches like HubSpot CRM and building the growth team that propelled the company's next chapter. This episode is brought to you by Span!Span is the AI-native developer intelligence platform bringing clarity to engineering organizations with a holistic, human-centered approach to developer productivity.If you want a complete picture of your engineering impact and health, drive high performance, and make smarter business decisions…Go to Span.app to learn more! SHOW NOTES:Brian's reaction to the 5:1 gap between AI coding usage and actual product quality challenges (1:57)Why your system only goes as fast as the slowest part, and how hyper-optimizing engineering moves bottlenecks elsewhere (4:53)The "Local Maxima" trap: Why turning designers and PMs into mediocre developers is a waste of opportunity cost (6:04)Siphoning off "Skunkworks" Teams for AI-Native Innovation (7:53)Moving from exploring two solution paths to ten by simulating "product reps" through AI prototyping (13:24)Reforge's AI-native suite (Build + Research): Scaling prototypes, feature variations and compressing product discovery & validation from weeks to hours (15:43)Case Study: How Captions evolved to solve harder classes of problems, using a creator-tool wedge to fund custom AI emotion-models for the media studio market (19:54)Case Study: How Shopify reframed support agents as multimodal "Business Advisors" to provide outsized value (22:24)Navigating the great distribution shift: Understanding the lifecycle from open platforms to closed ecosystems (25:10)The lifecycle of distribution shifts: Navigating the "Open Phase" growth to "Closed Phase" monetization w/ examples from Facebook, Google, and Apple (29:30)OpenAI, memory & context as moat, and why you need to reshape your product from the ground up to win in this distribution shift (31:16)Strategic de-risking for EPD leaders: Building proprietary moats through memory, context, and specialized workflows (32:51)Optimizing EPD workflows and structures: Separate high-risk "skunkworks" from core product optimization, lean cross-functional teams for faster iteration / decisions, and avoiding too many specialized roles (35:25)Dissolving the "Octagon of Specialists": Shifting researchers and PMMs from "inboxes" to builders of self-serve systems (36:57)The five types of product work and why there is no "one-size-fits-all" system for EPD (41:25)Rapid fire questions (43:25)LINKS AND RESOURCESAbout Reforge: Expert training & AI-powered tools for product teamsReforge Build: The prototyping tool discussed for exploring multiple feature variations without designer constraints.Reforge Research: The AI-interviewer tool used to compress user discovery and validation from weeks to hours.Reforge Insights: The platform that aggregates qualitative customer feedback into a self-serve system for EPD teams.Brian Balfour's Research & FrameworksBrianBalfour.com: Brian's personal blog featuring deep dives into growth and product strategy.The Next Great Distribution Shift: The foundational article explaining the lifecycle of open vs. closed platforms.The Four Fits Framework: A refresher on the system of Product-Market Fit, Product-Channel Fit, Channel-Model Fit, and Model-Market Fit.Reforge Strategic Deep DivesAI Disruption Risk Assessment: A guide for engineering leaders to determine if their product is at risk of being commoditized.Product-Market Fit (PMF) Collapse: How to identify and avoid the risk of your core product losing relevance in the AI era.MentionsInvest Like the Best podcastThis episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ensuring animals get the proper nutrients and energy to grow and produce as expected, their feed must be particularly crafted to fit their needs. Dr. Steve Lerner, Senior Scientific and Business Advisor at Novonesis, breaks down how and why probiotics boost livestock efficiency.See omnystudio.com/listener for privacy information.

In this episode, Brad W. Minton speaks with Melissa Grabiner about leveraging LinkedIn for early career professionals. They discuss the importance of having an optimized LinkedIn profile, engaging with the platform, and networking effectively to enhance job search success. Melissa shares practical tips on how to stand out to recruiters, the significance of being proactive in job searching, and the value of building connections. The conversation emphasizes the need for young professionals to take charge of their career paths and utilize LinkedIn as a powerful tool for growth and opportunity.Key takeawaysLinkedIn is essential for job seekers, especially young professionals.Engagement on LinkedIn can significantly increase visibility to recruiters.A strong profile photo and personalized banner are crucial for attracting attention.Using keywords in your profile can help recruiters find you more easily.Networking is often more effective than applying to job postings.Reaching out to decision-makers can lead to job opportunities that aren't advertised.Being proactive in your job search can set you apart from other candidates.Utilizing LinkedIn Learning can enhance your skills and profile.It's important to share your personal story in your LinkedIn profile.Life is too short to be unhappy at work; seek a fulfilling career.Guest Info:With more than two decades of experience in Human Resources and Talent Acquisition, Melissa Grabiner is widely recognized as a leading strategist and thought leader in the field. She has built a strong reputation for her expertise in Talent Acquisition and has cultivated a LinkedIn following of over 470,000 professionals. Melissa is ranked the #2 Female LinkedIn Creator globally and the #1 HR Creator in the United States.In the past year, her content has generated over 100 million post impressions and almost 2 million post engagements, underscoring her influence as a top voice in the HR and TA spaces. Her thought leadership extends beyond social media, with features in prominent publications including Market Watch, Fast Company, Harvard Business Review, and Indeed Business. She is also a sought-after podcast guest and frequently hosts LinkedIn Live sessions. Her expertise has been spotlighted twice on the iconic Times Square Billboard in New York City.Melissa spent 18 years at Baxter Healthcare, where she led Talent Acquisition for the company's largest global business unit—later acquired by Takeda Pharmaceuticals. Under her leadership, Melissa and her team received numerous awards, including recognition as the highest-performing global HR team at both Baxter and Takeda.Beyond her corporate achievements, Melissa is a passionate Job Search Coach, helping professionals enhance their resumes, optimize LinkedIn profiles, and refine their job search strategies, with perfect testimonials and ratings from every client (over 500). Melissa also works as a Talent Acquisition consultant for companies in the biotechnology and pharmaceutical industries and serves as a Business Advisor to three startup organizations.Melissa holds a bachelor's degree from the University of Illinois at Urbana-Champaign and is a certified yoga instructor and fitness enthusiast. She lives in Chicago with her husband and their two sons.Website: https://topmate.io/melissagrabinerLinkedIn: https://www.linkedin.com/in/melissa-grabiner/This podcast is brought to you by Mint To Be Career. www.minttobecareer.com

Being the boss doesn't automatically make you a business owner. Running a business requires you to think differently, act strategically, and lead with clarity.Chris Papin, CPA, Attorney & Business Advisor at Papin Speaks, talks about what it really means to behave like a business owner. From facing hard truths about failed marketing to balancing emotional attachment with accountability, Chris shares how small business owners can shift their mindset and take ownership at a higher level. He breaks down how to build processes, set priorities, make tough calls, and communicate with more intention. This is a must-listen for anyone feeling overwhelmed by the day-to-day and ready to get back in control. Tune in to the full episode here: ▶️ "Chris Papin and how to "Behave Like a Business Owner"Episode resources:● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course:  https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   QuotesChris Papin: "Many owners default to what feels easy or fun, but behaving like a business owner means facing hard truths and making disciplined decisions."Tom Wadelton: "The phrase 'financially speaking' helps ground tough conversations in facts. When clients resist hard decisions, math makes the reasoning clear and harder to dispute."Adam Hale: "Managing difficult conversations is something people only learn after doing it poorly. Avoiding direct conversations always comes back later."Chris Papin is a licensed Attorney and Certified Public Accountant based in Oklahoma, specializing in advising closely held businesses and their owners. With a dual focus on legal structure and financial health, he guides entrepreneurs through startup formation, business development, and strategic tax planning. Chris brings a unique perspective to client advisory by helping business owners think and act like true operators, not just service providers. As a trusted advisor, Chris empowers business owners to behave like CEOs and lead with clarity.Website: https://www.papinspeaks.com/  LI: https://www.linkedin.com/in/chrispapin/ https://www.linkedin.com/company/papin-speaks/   The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://www.buzzsprout.com/2458888  Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram: https://www.instagram.com/anderscpa/ YouTube: https://www.youtube.com/@andersvcfo Tom Wadelton is a Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has exten

On this episode of Mind the Gap, Tom Sherrington and Emma Turner are joined by Ann Palmer - educator, leadership coach, and founder of Figtree International - for a rich conversation spanning diversity, leadership, and the future of AI in education. Drawing on over 35 years of experience as a headteacher, Ofsted inspector, and international trainer, Ann shares how her work now centres on helping leaders grow into their roles, embedding sustainable approaches to diversity and inclusion through initiatives like the RACE Charter Mark, and exploring how technology can empower rather than replace teachers. Together they discuss why diversity work must move beyond tokenism, what great coaching looks like for school leaders, and how AI can enhance strategic thinking without eroding it. It's a conversation about courage, consciousness, and change - rooted in Ann's belief that education leadership should always be personal, purposeful, and impactful.Ann Palmer FCCT has over 35 years of experience working in education, and has partnered with schools across the UK and internationally. She is the founder of the RACE Charter Mark which is an award recognising effective race equality strategies. She's a qualified Executive Coach and Team Coach, and is often described as “a leader who leads with flair and vision” and is described as “inspirational”. Ann is a MAT Trustee, School Governor, Charity Trustee and Business Advisor, and she is the founder and CEO of Fig Tree International. She is also a published author, a podcaster and was awarded the Freedom of the City of London in 2010 and given royal recognition in 2022.Tom Sherrington has worked in schools as a teacher and leader for 30 years and is now a consultant specialising in teacher development and curriculum & assessment planning. He regularly contributes to conferences and CPD sessions locally and nationally and is busy working in schools and colleges across the UK and around the world. Follow Tom on X ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@teacherhead⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Emma Turner FCCT is a school improvement advisor, education consultant, trainer and author. She has almost three decades of primary teaching, headship and leadership experience across the sector, working and leading in both MATs and LAs. She works nationally and internationally on school improvement including at single school level and at scale. She has a particular interest in research informed practice in the primary phase, early career development, and CPD design. Follow Emma on X ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@emma_turner75⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This podcast is sponsored by Teaching WalkThrus and produced in association with Haringey Education Partnership. Find out more at ⁠⁠⁠⁠⁠⁠⁠https://walkthrus.co.uk/⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠https://haringeyeducationpartnership.co.uk/

On the 2nd hour of our Fundraising “KXFM Takeover Challenge show, we welcome Conscious Leadership scholar, Thomas Eddington. Tom is an author, Executive Coach, Business Advisor, and film Producer, as well as the Vice President of the State of the World Forum. He is passionate about bringing more compassion and conscious leadership into the world and shares with us the vision and inspiration for the State of the World Forum Virtual Summit event where leaders, creators, scientists and dreamers from all over the world are uniting Human, Nature, Artificial and Cosmic Intelligences to reimagine what's possible for our planet and ourselves. Indigenous leaders, spiritual visionaries, AI pioneers, and cosmic intelligence researchers will bring essential perspectives on humanity's most consequential challenges.You can host or join a State of the World Watch Party — a local gathering where people come together to watch, reflect, and share their presence with the world in real time. Selected watch parties across the planet will have the ability to interact live while streaming — amplifying the human field of the Forum itself December 14-17, 2025.Learn more at:https://www.stateoftheworld.forum

Overcoming Resistance in Farm Transition Planning #farming #farmlife #farmsuccession #farmtransitionplanning  Transitioning the family farm is one of the most emotional and complex challenges farm families face. It's not just about numbers or paperwork — it's about people, relationships, and navigating the tough conversations that come with change. In this episode, Tracy sits down with Trevor MacLean, Agriculture and Business Advisor with MNP, to explore the human side of succession planning and what it really takes to move from gridlock to progress. Drawing on his extensive experience working with farm families across Canada, Trevor unpacks the emotional resistance, family tensions, and questions of fairness that often arise during transition and shares practical strategies for building understanding, trust, and forward momentum. Whether you're at the start of your transition journey or already in the thick of it, this conversation offers grounded insights to help your family approach farm transition with more clarity and confidence.

This week on "It's The Bottom Line that Matters," cohosts Jennifer Glass, Daniel McCraine, and Patricia Reszetylo reveal how AI can become your smartest business partner—if you stop treating it like just a content mill. Discover what really happens when you bring AI into your strategic process, not just your to-do list:Why “garbage in, garbage out” matters more than ever when prompting AI, and how to feed it context that gets better, actionable resultsPatricia's breakthrough approach: turning AI into a full advisory board, with structured projects and roles customized for your business strategyThe real pitfalls of taking AI answers at face value (including hallucinated stats and copyright traps) – and how to keep control as the human in the driver's seatYou'll learn how to get much more than surface-level content from tools like ChatGPT, Gemini, and Perplexity—and instead, unlock game-changing insights, sharper decision-making, and real growth opportunities. Unlike the usual advice, this episode is packed with personal stories, battle-tested workflows, and practical reminders that the ultimate goal is freedom, not just busyness.If you want more freedom and fewer 14-hour days, subscribe and come with us on this smarter path forward.Speaker Bios:Jennifer GlassJennifer Glass brings dynamic energy and clarity as a host of "It's The Bottom Line that Matters." With a knack for steering insightful conversations, she's passionate about helping business owners navigate the evolving landscape of AI. Jennifer blends her personal experiences—like tales from accounting class and real-world encounters with AI—into practical advice. She's an advocate for critical thinking, urging listeners not to blindly trust technology, but instead to use it as a strategic partner. Her warm, testimonial style highlights the talents of fellow hosts and encourages others to seek help when refining their AI skills.Patricia ReszetyloPatricia Reszetylo stands out as the resident AI strategist on the podcast, always eager to share discoveries and practical methods for harnessing artificial intelligence in business. Starting with simple brainstorming on a real estate project, Patricia evolved her approach, eventually customizing AI to act as a CEO advisor, streamlining workflows, and thoughtfully organizing information. Her experience spans content creation, advisory roles, and meticulous project management. Patricia's journey is marked by curiosity and a willingness to dig deep into tools, learn from communities, and set up robust systems—making her the go-to person for maximizing AI's potential as a business ally.Daniel McCraineDaniel McCraine enters each episode with honesty and humor, openly sharing his learning curve in social media and AI usage. He's the voice for business owners finding their way with new tech, candidly discussing human bottlenecks and his ongoing quest to improve processes. Daniel values mentorship and expert insight—leaning on Patricia's expertise and sharing wisdom from an AI-focused business mentor. His practical approach to AI revolves around strategic brainstorming, project management, and clear communication, always conscious of keeping the “human in the equation” as technology evolves in business.Keywords: AI strategic partner, artificial intelligence, content creation, ChatGPT, prompt engineering, advisory board, Google Drive organization, custom GPT, business brainstorming, projects function, project management with AI, CEO advisor, marketing email, sales copywriting, avatar definition, social media posting, human bottleneck, lean canvas, business plan, financial plan, image generation with AI, trademark and copyright, market research, context in AI prompts, critical thinking with AI, misuse of AI statistics, commercial use of AI images, collaboration with AI, role definition in prompts, online learning communities, best practices for AI output

Voor zelfstandigen in bijberoep of startende ondernemers met weinig inkomsten zullen accountants of boekhouders niet aandringen om een vennootschap op te richten. Vanuit een fiscaal oogpunt wordt het bij meer inkomsten interessanter om een vennootschap op te richten. De belastingtarieven in de vennootschapsbelasting liggen lager (20 of 25%) dan in de personenbelasting (25, 40, 45 of 50%). Advocaten zullen altijd adviseren om meteen een vennootschap op te richten. Dat advies heeft niet zozeer te maken met belastingen, maar wel met aansprakelijkheid. Bij aansprakelijkheid denken wij aan foute en schade die we berokkenen, maar in het geval van ondernemers gaat het ook om insolventie. Als de onderneming failliet gaat, maakt het een wereld van verschil of de ondernemer een vennootschap heeft, of niet, en welke vennootschap. Met een vennootschap met beperkte aansprakelijkheid zoals een bv of een nv kunnen de schuldeisers van uw onderneming via een deurwaarder uw gezinswoning niet leeghalen op zoek naar hun geld. Zonder vennootschap of met een vennootschap met onbeperkte aansprakelijkheid kan dat wel. Ze kunnen zelfs de sleutels van uw woning opeisen, tenzij u via een verklaring bij de notaris deze op voorhand hebt veilig gesteld. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie. De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst. Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen. Onafhankelijk, relevant, telkens constructief en toekomstgericht. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Accounting doesn't have to be cold or confusing. In this episode, Carrie talks with Jordan Pridemore of LUCA about how they help small businesses use financial data to grow, not just survive. Learn why advisory services, tech-forward tools, and true partnerships are the future of accounting.   Mentioned in this episode: Website: https://www.lucahq.com/Instagram: https://www.instagram.com/luca_hq/ Fox Hound Bee Company: https://www.instagram.com/foxhoundbeeco/  

From Family Ties to Thriving Teams — Building Healthy, High-Performing Family BusinessesIn this week's episode, Sacha sits down with Brandi Marek—former Magnolia Gardens Nursery leader and now Business Advisor at Ferguson Alliance—to unpack how aligned strategy, clear roles, and people-first leadership turn family dynamics into a competitive advantage.We explore how honest assessments, transparent financials, and courageous conversations help family enterprises reduce friction, empower middle managers, and scale without losing the heart that made them special.We cover:Business-first vs. family-first: choosing a model and living itThe assessment playbook: strategy, finances, and the human layerMiddle managers in the “vice” (and how to get them out of it)Sharing numbers wisely so teams can own outcomesDelegation without ego—freeing founders and multiplying valueConflict resolution as a culture non-negotiableSuccession planning and defining the legacy you actually want

Building a High-Performance Workplace Culture: Insights from Matthew Person's “Four I's” MethodologyIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Matthew Person, business strategist, M&A advisor, and Founder & Managing Director of Town Square Business Advisors. Matthew shares his framework for building a high-performance workplace culture—one that blends structure with freedom and aligns values with execution. His “Four I's” methodology—Identity, Instruction, Intercommunication, and Information Feedback—helps companies create environments where clarity, collaboration, and accountability thrive.Rethinking Culture: The Four I's FrameworkMatthew Person explains that too many companies try to copy “Best Places to Work” models without understanding what makes their own teams unique. He emphasizes that culture is not about perks or imitation—it's about clarity of purpose and alignment with organizational identity. The first pillar, Identity, defines who you are as a company and why you exist, serving as a foundation for decisions, relationships, and results.The next two pillars, Instruction and Intercommunication, address how organizations operate and communicate. Instruction provides structure—ensuring that processes, roles, and expectations are clear—while intercommunication builds trust by encouraging open, consistent dialogue. When both elements are strong, teams move cohesively, information flows effectively, and leaders can focus on strategy rather than micromanagement.Finally, Information Feedback turns culture into a living, adaptive system. Feedback, Matthew explains, should be consistent, transparent, and actionable—not reserved for annual reviews. Together, the Four I's create what he calls constrained independence—a balance between freedom and boundaries that empowers innovation without chaos. The result is a culture that performs with purpose, resilience, and shared accountability.About Matthew PersonMatthew Person is the Founder and Managing Director of Town Square Business Advisors, where he works with executives and business owners to enhance strategy, leadership, and organizational culture. With decades of experience in mergers, acquisitions, and business growth advisory, Matthew developed the Four I's framework to help leaders build clarity, cohesion, and confidence into every level of their company.About Town Square Business AdvisorsTown Square Business Advisors partners with business leaders and organizations to create sustainable growth through strategic clarity, operational excellence, and people-centered culture. The firm specializes in M&A advisory and executive consulting, helping companies align their leadership, systems, and communication for long-term success.Links Mentioned in This EpisodeMatthew Person on LinkedIn: https://www.linkedin.com/in/matthewdperson/Town Square Business Advisors: www.townsquare-advisors.comKey Episode HighlightsGreat culture isn't copied—it's created from your company's authentic identity.The Four I's—Identity, Instruction, Intercommunication, and Information Feedback—form a foundation for success.“Constrained independence” gives employees freedom within clear boundaries.Consistent, transparent feedback fosters trust and continuous improvement.Alignment between stated values and real behavior...

You launched your homecare agency with aspirations of leaving a lasting legacy, achieving a successful exit, or perhaps without giving much thought to the future. Regardless of your motivations, there's an undeniable reality that applies to all business owners – at some point, you will exit your business. The critical question is: are you adequately prepared for this inevitability? In this episode, we'll have a conversation with Jennifer J. Ramos, a Certified Exit Planning Advisor (CEPA), to uncover the essential considerations for ensuring your business is primed for the next phase. Stay tuned until the end and gain valuable insights with three actionable tips that you can implement today to better prepare for tomorrow. Jennifer is a Licensed Business Broker with M & A Business Advisors, the Leader in Business Sales & Acquisitions. Jennifer has earned the designation of Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute (EPI). Jennifer has also been a successful business owner with over 20 years of ownership and experience in the Health Care and Senior Care Industry having owned and operated Home Care agencies in both California and Colorado.Visit https://www.thebrionesgroup.com today!  Youtube Video:https://www.youtube.com/watch?v=vgbqrlnN0ms  Youtube Channel:https://www.youtube.com/@HomecareOwnersCornerBook your Strategy Session:https://thebrionesgroup.com/book-onlineWebsite:http://www.thebrionesgroup.comFacebook Group:https://www.facebook.com/groups/homecareownerscorner LinkedIn:https://es.linkedin.com/company/thebrionesgroup

What does it really mean to grieve a pet—and how can we do it well? In this deeply moving episode, we talk with Koryn Greenspan, founder of The Parted Paw, about the often overlooked reality of pet loss and the profound emotional toll it takes. Koryn breaks down the distinctions between grief, mourning, and bereavement, and shares how anticipatory grief can offer a healthier path through the end-of-life process. We explore how disenfranchised grief silences many pet parents and why pet professionals need to show up better for their grieving clients. This conversation is a must-listen for anyone who's ever loved—and lost—a pet. Main Topics Anticipatory grief and emotional prep Disenfranchised grief in pet loss Using the quality-of-life scale Supporting clients after a pet's death Self-care and compassion fatigue for professionals Main Takeaway: “Everyone's grief is unique. People don't owe you an explanation for their grief… It's your job to show up for it in the best way that you can.” As pet professionals, we often witness clients go through the heartbreak of losing a beloved companion. We don't need the right words—we just need to show up. Whether that means a quiet moment, a handwritten note, or simply being present, your empathy matters. Grief isn't linear, and it's not our job to fix it—just to honor it. Let's be the kind of people who show up. About our guest: Koryn Greenspan is a professional Certified Pet Loss Bereavement Specialist offering Pet Loss Counselling Services, Professional Dog Trainer, Pet Care and Business Advisor. As the founder of The Parted Paw, one of the first pet loss bereavement support services in the country, she is committed to raising awareness about pet loss, disenfranchised grief, the support needed for people whose pets have passed, and helping workplaces foster empathy and understanding for grieving employees who are anticipating or currently grieving the loss of a beloved pet. Links: https://www.thepartedpaw.com koryn@thepartedpaw.com https://www.tiktok.com/@thepartedpaw Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Yara Banks is a resilient and visionary leader with over 25 years of experience in human resources, leadership development, and business operations. As the CEO of BNX Business Advisors, a certified small business consultancy, Yara partners with small and mid-sized companies to build strong HR infrastructures, develop high-performing teams, and prepare for contract readiness in […]

In this episode of the Survive and Thrive series on the Quality Hub podcast, host Xavier Francis is joined by Scott Dawson, President of Core Business Solutions, and Stephen Williams, Business Advisor at the Tennessee Small Business Development Center. Together, they explore how small businesses can navigate disruption and uncertainty by building resilient relationships and tapping into available resources. From real-world turnaround stories involving supply shortages and economic downturns to practical insights on advisory networks and strategic vendor partnerships, Stephen shares the value of open communication, systems checks, and community collaboration. Tune in for expert advice on leveraging free support systems like SBDCs, Chambers of Commerce, and Apex Accelerators—and learn why, in business, you're never truly alone.   Helpful Resources: Stephen Williams: 865-483-2668:  Email : swilliams@tsbdc.org  Website: www.tsbdc.org  How is ISO 9001 Implemented?:  https://www.thecoresolution.com/how-is-iso-9001-implemented For All Things ISO 9001:2015: https://www.thecoresolution.com/iso-9001-2015 Contact us at 866.354.0300 or email us at info@thecoresolution.com A Plethora of Articles: https://www.thecoresolution.com/free-learning-resources ISO 9001 Consulting: https://www.thecoresolution.com/iso-consulting

Hey Community family, in today's episode, Kristina sits down with sought-after business advisor, executive coach, podcast host and keynote speaker/moderator Marissa Teeter. Marissa is an exceptional communicator and facilitator with over 20 years of business development, wealth management and executive leadership under her belt. She has held corporate executive roles, helped build and run a boutique wealth management firm, consulted for Fortune 500 companies, and helped fuel a handful of start-up companies along the way. Now, Marissa enjoys working with entrepreneurs, business owners and business executives alike to fuel their leadership capabilities, drive business growth, enhance team engagement, foster change management, and support personal growth and overall wellbeing for high performance individuals.  In this episode of Community Marissa shares her journey from a 20-year career as an executive in wealth management to launching her own thriving executive coaching business. In just six months, she built a six-figure business—entirely by tapping into the strength of her existing network. No fancy launch, no perfect website, just clear intention, confidence, and real conversations.Together, Kristina and Marissa dive deep into:Why you need to start before you're ready (and stop waiting for the business cards)How to identify and activate the people already cheering you onBuilding your personal board of directors (and how to ask them to join it)Why specificity in your asks makes all the differenceThe myth of competition, and why there's room for all of usIf you've been sitting on your next big idea, stuck in perfectionism, or wondering how to grow your business with heart, this one is for you.If this episode sparked something in you DM us and let us know, we'd love to celebrate what you're up to!Ready to be part of a community that supports your growth? Join us at The Social Business Club and use the code PODCAST for your first month for just $1.Connect with Marissa:InstagSend me a text!Banter with BillyDive into real, unfiltered conversations with marketing leaders, minus the BS.Listen on: Apple Podcasts SpotifySupport the showFor Your Information: • Host your podcast on Buzzsprout! •Use Code ‘PODCAST' For Your First Month For $1 Inside The Social Business Club • Join our favourite scheduling platform Later • FLODESK Affiliate Code | 50% off your first year! Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

00:00-25:00: Off the CHarts with OCC SBDC Advanced Certified Business Advisor Mark Pitonzo. We chat about Mark's daily role, connecting the dots with and for businesses while providing no cost advisement to any client for any business reason, funding $60 million of economic impact in the community, taking small businesses to the next level, Mark's scoreboard and play clock duties for Orange sports and his love for SU, his terrific grandkids, Joe and Mark going way back playing hoops, having kids and in the neighborhood and more. Sponsored by CH Insurance. In your corner.

In this episode, we discuss ways to improve the health of a population, the potential benefits and side effects of GLP1s, resources on brain health, and, of course, mushrooms.

Today we are joined by Doug Thorpe. Doug is an experienced leadership coach, business advisor, and speaker who focuses on helping small to mid-size business owners and executives develop their leadership capabilities. With decades of experience in banking, finance, and business management, Thorpe transitioned to coaching and advisory services to help others navigate their professional growth journeys. [July 14, 2025]   00:00 - Intro 00:16 - Intro Links -          Social-Engineer.com - http://www.social-engineer.com/ -          Managed Voice Phishing - https://www.social-engineer.com/services/vishing-service/ -          Managed Email Phishing - https://www.social-engineer.com/services/se-phishing-service/ -          Adversarial Simulations - https://www.social-engineer.com/services/social-engineering-penetration-test/ -          Social-Engineer channel on SLACK - https://social-engineering-hq.slack.com/ssb -          CLUTCH - http://www.pro-rock.com/ -          innocentlivesfoundation.org - http://www.innocentlivesfoundation.org/                                01:35 - Doug Thorpe Intro 02:20 - Consulting to Coaching 04:18 - Student of Leadership 07:40 - A Hunger to Serve 09:12 - Respond Rather Than React 12:11 - Controlling an Emotional Response 17:06 - Choosing the Right Club 22:43 - Thinking About Legacy 25:57 - Find Doug Thorpe Online -          Website:  https://dougthorpe.com/ -          LinkedIn: https://www.linkedin.com/in/dougthorpe/ -          Instagram: https://instagram.com/dougthorpe_com -          Business Website: https://headwayexec.com -          YouTube: https://youtube.com/@dougthorpe 26:54 - Mentors 30:17 - Book Recommendations -          Lincoln on Leadership - Donald T. Phillips 32:06 - Guest Wrap Up & Outro -          www.social-engineer.com -          www.innocentlivesfoundation.org

Ever roll your eyes when someone tells you AI will "revolutionize your business"? Yeah, our guest Brooke Richie-Babbage felt the same way. She was firmly in the "I don't need some tool to write weird poems" camp until one conversation completely shifted her perspective.Now? Brooke has built an AI-powered business advisory system that's replaced expensive professional services, streamlined her financial reporting, and gives her marketing insights that used to take days to compile. And she's doing it all without becoming a tech guru or spending hours crafting perfect prompts.In this candid conversation, Brooke pulls back the curtain on exactly how she went from AI skeptic to power user, sharing her specific systems for training custom GPTs that actually know her business, understand her clients, and deliver actionable insights she can trust.Whether you're curious about AI but haven't found your use case yet (hi, Jess!) or you're ready to move beyond basic content creation, this episode breaks down practical applications that can actually transform how you run your consulting practice.Highlights:Stop starting from scratch every time. Brooke's custom "Business Advisor" GPT is trained on 15+ business frameworks, her specific goals, and detailed customer insights—so it gives advice that's actually relevant to her business model.Turn raw data into actionable insights. Those monthly P&L reports and Google Analytics downloads you avoid? Brooke uploads them to AI and gets comprehensive business analysis in 15 minutes instead of spending three days doing it herself.Your clients need this too. The same AI systems Brooke uses for her own business are helping the nonprofit leaders she works with get strategic insights without hiring expensive consultants or drowning in spreadsheets.Training matters more than prompts. Forget perfect prompt architecture—the real game-changer is giving AI the right knowledge base to draw from, whether that's business frameworks, customer feedback, or your own proven methods.Resources Mentioned:Connect with Brooke LinkedIn: https://www.linkedin.com/in/brookerichiebabbageBrooke's website: https://brookerichiebabbage.com/Find Us Online:  https://www.confessionswithjessandcindy.comConnect with Cindy:Cindy Wagman Coaching: cindywagman.comFractional Fundraising Network: fractionalfundraising.co/LinkedIn: ca.linkedin.com/in/cindywagmanConnect with Jess:Out In the Boons: outintheboons.meLinkedIn: linkedin.com/in/jesscampbelloutntiheboons/

In this episode, we have the first part of our interview with Tom Arts who is founder and Managing Director of Nutrition Business Advisors. We discuss the insights that Tom has gained from his career over three decades in the nutrition and health industry.

What does it actually look like to buy back your time and design a life around freedom, not just income? While most people chase money, today's guest, Dave Allred, chases freedom—and he's built a $150M real estate empire doing exactly that. Dave is the managing partner and CEO of Axia Partners, a seasoned investor, public speaker, and executive business coach. Dave shares how he went from commission-only sales to managing $150M in real estate assets, all while never losing a single dollar of investor capital. If you're grinding hard but still feel stuck, this episode will help you rethink how wealth, time, and intention can work together. Tune in!  — This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark.  — Key Takeaways: 00:00 Intro 02:20 Advice for aspiring real estate investors  05:04 Emotional vs. data-driven investment decisions  11:00 Five wealth drivers in real estate 13:40 Is it worth going to college? 22:27 Transitioning from sales to real estate 31:08 Dave's lifestyle design 35:18 The importance of adventure and personal growth  45:21 Why Dave moved into leveraged real estate  50:38 Outro — Additional Resources:

This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark. Stuck at 6 or 7 figures? In this episode of Beyond A Million, Brad sits down with Preston Brown to unpack why most entrepreneurs struggle to break the 8-figure ceiling—and what it actually takes to get there. Preston Brown is a highly successful entrepreneur, speaker, and business mentor based in El Paso, Texas. Known for his expertise in scaling and automating businesses, he manages a diverse portfolio of companies that collectively generate over nine figures—more than $200 million—in annual revenue. His ventures span various industries, including real estate and finance. Preston began his entrepreneurial journey while still in college, earning more than his professors and eventually dropping out to focus on building businesses full-time. Preston is celebrated for his innovative approach to business, emphasizing automation and optimization to create sustainable growth. He has mentored hundreds of CEOs and entrepreneurs, helping them scale their companies profitably. In addition to his business achievements, Preston is a sought-after speaker and mentor, sharing insights on entrepreneurship, personal growth, and community impact. In this insight-packed interview, Preston outlines his problem-solving framework and shares the seven stages of entrepreneurship, explaining that each requires different solutions and automation strategies.  Tune in!  — Key Takeaways: 00:00:00 Intro 00:02:20 What 7-figure entrepreneurs are doing wrong  00:05:38 Managing multiple businesses 00:15:40 Automating business processes  00:31:41 Seven stages of entrepreneurship  00:45:00 Focusing on big problems  00:53:23 Preston's problem-solving framework  01:06:39 Private jets and lifestyle  01:24:07 Outro — Additional Resources:

This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark. Is your business ready for investors? This week on Beyond A Million, Brad sits down with the serial entrepreneur and investor Scott Oldford to talk about bootstrapping, raising money, structuring deals, and breaking through the 7-figure ceiling.  Scott, whose entrepreneurial journey started way back when he was a kid, is now one of the world's leading business advisors and mentors. He's created powerful frameworks for scaling online businesses and has helped hundreds of founders push past 7 figures. Today, he's here to help you do the same. Tune in!  — Key Takeaways: 00:00:00 Intro 00:01:43 Taking other people's money 00:10:18 How Scott approaches raising money  00:15:35 How Scott lost $15M 00:24:09 The impact of a personal brand 00:28:48 Making $1M at 16  00:37:32 The harsh truth about efficiency  00:41:59 The six-pillar framework and problem awareness  00:54:11 Unplugging for 6 months  01:01:54 Learn more about Scott  01:03:06 OBO and newsletters  01:09:43 Outro — Additional Resources:

In this episode, Geoff Woods discusses his book, 'The AI Driven Leader,' exploring how AI can serve as a thought partner for lawyers and business owners. He emphasizes the importance of adapting leadership skills to navigate technological disruptions, the strategic use of AI in business, and the mindset shift required to embrace these changes. The conversation also covers practical applications of AI in legal practice, the risks of inaction, and resources for further learning.    Links from the episode:   Schedule a demo with Tabs3  The AI-Driven Leader   Chapters:  00:00 – Intro & Invite to Stephanie's Birthday in Chicago  3:31 – An Interview with Tabs3  10:12 – AI Driven Leadership  10:49 – Leadership Skills Need to Evolve  13:35 – Strengths of Humans vs. Machines  15:06 – Using AI as a Thought Partner  18:44 – A Whole New Way of Thinking About Using AI  20:01 – AI as a Business Advisor  25:50 – Examples of CRIT in action   

Kasey D'Amato, a seasoned Business Advisor and Executive Coach, is back to dive deeper into how to effectively navigate challenges in your online course business. She expands on the 'VIBE' strategy—Vision, Intentionality, Balance, and Evolution—which aims not just to survive tough times but to thrive beyond them. Kasey's insights are particularly crucial for anyone looking to lead confidently, whether you're steering a team or managing solo projects.  ‍‍Watch the previous episode ‘V.I.B.E. Your Way to Success: Kasey D'Amato's Guide to Vision, Balance, and Resilience for High Achievers'  ‍‍ ‍‍Please click here to give an honest Rating/Review for the show on iTunes! Thanks for your support! ‍‍ ‍‍ ‍‍Kwadwo [QUĀY.jo] Sampany-Kessie's Links:Get 1:1 Meta Ads Coaching from Kwadwo!Say hi to Kwadwo on InstagramSubscribe to The Art of Online Business's YouTube Channel  ‍‍ ‍‍Kasey's Links:Connect with Kasey on LinkedIn or Instagram Get her Time Blocking Tool!Get her Business Growth Cheat Sheet!