Podcasts about Ceg

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

Play Episode Listen Later Jun 21, 2026 61:39

Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo'd. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (DGXX), (BE), (IONQ), (CEG), (SPCX), (NVDA), (MSFT), (WDC), (ORCL)

donald trump investing barack obama circle inflation bloomberg chips fed cnbc delay stocks ramsey laporte dips cramer dvorak twit jim cramer fox business news nvda msft thestreet mad money tdi wdc hulbert cnn radio ceg orcl curzio wall street unplugged

Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen

Play Episode Listen Later Jun 11, 2026 58:36

With the Co-Authors of The Greater Game and Dan Sullivan of Strategic Coach and John Bowen of CEG Insights Louis Diamond speaks with Dan Sullivan of Strategic Coach® and John Bowen of CEG Insights about founder dependency, enterprise value, and the architecture behind scalable businesses. In Summary Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowen argue that the difference between a successful practice and a valuable enterprise comes down to architecture. Louis sits down with the co-authors of The Greater Game to discuss founder dependency, enterprise value, intellectual property, and why some businesses scale beyond their owners while others do not. The conversation offers advisors a framework for thinking differently about growth, succession, and long-term optionality. The Storyline Many advisors spend their careers helping clients build valuable businesses. Far fewer stop to ask whether their own firms are being built the same way. That tension sits at the center of Louis Diamond's conversation with Dan Sullivan, co-founder of Strategic Coach®, and John Bowen, founder of CEG Elevate Group and CEG Insights. Their new book, The Greater Game, challenges a common assumption about growth: that bigger businesses are simply the result of working harder, adding more clients, or improving existing systems. Instead, they argue that enterprise value is created through architecture—the deliberate design of a business that can scale, transfer, and thrive without its founder at the center. The discussion introduces a framework for understanding why some entrepreneurs remain trapped in optimization while others build enterprises that compound in value over time. Along the way, Dan and John explore founder dependency, intellectual property, succession planning, strategic partnerships, and the role advisors can play in helping entrepreneurial clients navigate each stage of growth. For advisors, the framework creates an important mirror. The same forces that limit enterprise value for entrepreneurial clients often exist inside advisory firms themselves. The result is a conversation that extends well beyond business growth and into questions of optionality, transferability, and what ultimately makes a firm valuable. Topics Covered Enterprise Value Creation Founder Dependency Risk Business Architecture vs. Optimization Intellectual Property & Scalability Strategic Partnerships & Leverage Succession Planning & Optionality Legacy, Impact & the “Greater Game” Mindset > Download a transcript of this episode… Listen and Learn Highlights for Advisors What is The Greater Game—and why does it matter to advisors? (17:57) Dan and John introduce the framework behind their new book and explain why advisors should think about it both for entrepreneurial clients and for their own businesses. Why do only a small percentage of entrepreneurs create exponential enterprise value? (22:24) The discussion explores the difference between “architects” and “optimizers” and why most business owners remain focused on improving what exists rather than designing what comes next. Why is founder dependency such a significant valuation risk? (35:00) John explains how businesses that depend on a single individual often struggle to scale, transfer, or command premium valuations. How does expertise become intellectual property—and why does that matter? (35:00) The transition from expertise to transferable systems may be the most important bridge in the entire framework, creating leverage that extends beyond the founder. What prevents many advisors from fully serving entrepreneurial clients? (18:00) The conversation examines why most advisors are well-equipped for traditional planning needs but less prepared for the governance, succession, and enterprise-value challenges entrepreneurs eventually face. What does the next game look like after you've already “won”? (50:00) Dan and John discuss why many successful entrepreneurs and advisors eventually shift their focus from accumulation to significance, impact, and legacy. What's the single most important move an entrepreneur can make? (52:30) Dan shares the concept of Unique Ability® and explains why simplifying around your highest-value strengths often creates the greatest multiplier effect. Key Takeaways Enterprise value is created through architecture, not effort. Many successful businesses continue to grow while remaining highly dependent on their founders. The firms that command premium valuations are often built differently from the start. Founder dependency acts as a hidden valuation discount. The more a business depends on one person, the more difficult it becomes to scale, transfer, or sell at a premium. Intellectual property is often the bridge between a practice and an enterprise. When expertise becomes codified, transferable, and repeatable, value begins to exist independently of the founder. Advisors and entrepreneurs often face the same challenge. The same founder-dependency issues advisors help clients solve frequently exist within their own firms. Strategic partnerships create leverage that expertise alone cannot. Many of the most successful entrepreneurs grow through collaboration, ecosystems, and coordinated expertise rather than attempting to solve every challenge themselves. Most advisors are trained to solve early-stage problems. Entrepreneurial clients eventually require guidance around succession, governance, scalability, and enterprise value—areas that extend beyond traditional planning. The next stage of growth is often not about growth at all. For many successful entrepreneurs, the question eventually shifts from accumulation to significance, impact, and the legacy they want their business to create. https://www.youtube.com/watch?v=JY5xOB8GTQY Quotable Moments “The exit multiple is downstream of the architecture.” “The difference between a three-times and a fifteen-times multiple is often whether the business depends on the founder.” “You have to simplify in order to multiply.” “We're not talking about a 10x game anymore. We're talking about a 100x game.” FAQs Why do some advisory firms command higher valuation multiples than others? Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. What is founder dependency and how does it impact enterprise value? Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. What is the difference between an architect and an optimizer? An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. What does Dan Sullivan mean when he says “100x is easier than 2x”? The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. How can advisors better serve entrepreneurial clients? Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. What is the expertise trap and why does it matter for advisory firms? The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Related Resources The Greater Game by Dan Sullivan and John Bowen Strategic Coach® CEG Elevate Group The Greater Game Dashboard Diamond Consultants Advisor Transition Report Dan Sullivan The world's foremost expert on entrepreneurship in action, Dan Sullivan has spent the past five decades empowering business owners to reach their full potential in both their professional and personal lives. His strong belief in and commitment to the power of the entrepreneur is evident in all areas of his company, Strategic Coach®, and its successful membership community. Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate The Strategic Coach Inc., with offices in Toronto, Chicago, and the UK Dan and Babs reside in Toronto. John Bowen John J. Bowen Jr. is the founder and CEO of CEG Elevate Group, the holding company that includes CEG Worldwide and CEG Insights. Through these companies, he helps elite financial advisors serve fewer, wealthier clients exceptionally well while building more valuable and scalable businesses. Before founding CEG, John spent 26 years as a financial advisor and built a $2 billion wealth management business. That firsthand experience grounds CEG’s work today across advisor coaching, enterprise programs, empirical research through CEG Insights, and practical frameworks for advisors who want to move beyond practice growth to enduring enterprise value. John is the author of 21 books on wealth management, entrepreneurship, and success. His newest book, The Greater Game: Your 100x Blueprint for Exponential Growth, Freedom, and Legacy, co-authored with Dan Sullivan of Strategic Coach, will be published by Hay House Business in May 2026. Today, John and the CEG team work with leading advisors and enterprise firms — including some of the largest advisor organizations in the United States — to help advisors deepen relationships with affluent clients, build scalable practices, and design lives of greater significance. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen A conversation with Louis Diamond and Co-Authors of The Greater Game, Dan Sullivan of Strategic Coach and John Bowen of CEG Insights. Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen, a conversation with the industry’s top coaches and co-authors of The Greater Game. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: Most entrepreneurs and many advisors spend years optimizing for growth without realizing they’re building a business that still depends entirely on them. Revenue and complexity grow; enterprise value, transferability, and freedom often lag far behind. Dan Sullivan and John Bowen argue that the issue isn’t effort or intelligence; it’s architecture. No doubt these are familiar names in the wealth management industry, but just to set the stage, Dan is the co-founder of Strategic Coach, and John is the founder of CEG Elevate Group and CEG Insights. Together, they spent decades coaching and studying high-performing entrepreneurs and advisory firms. Their latest book, one they joined forces on, The Greater Game, lays out a very different framework for thinking about growth, one built around scalability, transferrable value, and long-term leverage rather than incremental optimization. What makes this conversation especially relevant for advisors is that the framework cuts both ways. It applies to the entrepreneurial clients that advisors serve, as well as to the advisory firms themselves. And in many cases, the same founder dependency and expertise trap that limits a client’s enterprise value is quietly limiting the advisor’s business too. We talk about the difference between operators and architects, why 100 times growth can actually be easier than two times growth, where businesses tend to stall as they scale and how advisors can start thinking differently about their own firms, particularly when it comes to enterprise value, succession, and long-term optionality. It’s rare access to a conversation with two of our industry’s legends whose advice and counsel has not only helped to transform the business lives of many of our listeners, but also my own. So let’s get to it. Dan and John, thank you both for joining us today. Dan Sullivan: Thank you, Lou. It’s a real pleasure. John Bowen: I’ve had the privilege of joining you before, but never with my co-author, Dan Sullivan, and I’m excited to share what we’re doing because I think it can make a big impact in our advisor industry. Louis Diamond: No doubt about it. Yeah, this has been an interview I’ve been very excited to host. So let’s jump right in. Dan Sullivan, I think you are a man that needs little introduction. So many advisors in the industry are fans or clients of your firm, Strategic Coach, but for those who aren’t as familiar or need a refresh, can you just give some quick context into why you started Strategic Coach and what the company does today? Dan Sullivan: Yeah. Well, it goes back to 1974. I was a copywriter at BBDO, the Canadian branch of BBDO, big global advertising agency. It still is. But I’ve been sort of a lifetime coach. I remember once when my mother finally caught up with what I was doing in life and I was describing what I was doing, she says, “Well, you were doing that when you were a child. You were talking to adults and you were asking adults about their experiences.” And I said, “Yeah, I could do this when I was eight or nine years old, but it took me a long time to get a business model wrapped around it.” But I jumped out in 1974 and started coaching anybody, but it actually turned out that entrepreneurs were the best people to coach because they would write a check on the spot and they would make a decision on the spot and I needed cashflow and I did it. So I’ve been personally, as a Strategic Coach, which was named by someone else. You’re just out there trying to get cashflow to pay for the rent. So I started in ’74, and I was lucky and it really relates to your target audience, Lou. Right off the bat, I got what are called top-of-the-table life insurance agents. And that was really, really great because life insurance agents are purely a conceptual business. So someone can get a new idea at breakfast and they can have a new business by dinnertime just because they can change their mindset. And that moved on. And I did that for 15 years, just one-on-one, 1970s, 1980s. And then, I’d had enough experience that we turned it into a workshop program in 1989. We’ve been at it ever since. So I was at a talk. Joe Polish is a great friend of ours, Joe Polish with Genius Network. And he had a speaker there, and he says, “You’re one of the original gangsters, aren’t you? You’re one of the first people.” And I said, “I don’t know if I’m the original, but I think I’m the only surviving one.” So it’s 52 years that I’ve been doing what I’m doing. And I had the good fortune to meet John in around 2009. John, was that the year? 2009? John Bowen: Yeah, in the little economic downturn that everybody knows about here. Dan Sullivan: Yeah. And John had a great coaching program and we had a great coaching program. And over the years, we’ve talked a lot about what makes a entrepreneur exponential in their thinking. And finally, about two years ago, we decided, let’s write a book about this. And that’s the new book, which is called The Greater Game. That’s where this all started. It’s just been a great pleasure because we sync very well. Louis Diamond: Amazing. And Dan, I think a lot of people likely know you either from Strategic Coach. I know I’m personally a big fan of two of your books and I know of others, The Gap and The Gain and Who Not How. We’re going to talk about your new book, but I think it’d just be helpful. Can you talk about the key premise of some of your prior books, The Gap and The Gain and Who Not How? Dan Sullivan: As a result of my membership, I’m a member in other groups. And so Joe Polish of Genius Network fame, he’s been in my program for 28 years, and I’ve been in his program for 15 years. And there was a writer who was in one of the first Genius Network workshops, and he approached me. And I created a lot of books, but I create small books and they’re self-published. I do a book a quarter. I’m 82 in about three weeks. So when I was 70, I said, “I’m going to give myself a 25-year project. I’ll write 100 books in 100 quarters.” And this is quarter number 47, and I’m writing my 47th book. But they’re little books. They’re 60, 70 pages. They’re one-idea books. And Ben Hardy, who was, at that time, the number one writer on Medium, which is a blogging type medium, he approached me, and he said, “I know you don’t write big books and you don’t have publisher books. But,” he said, “if you ever did,” he said, “I’d like to collaborate.” And that was a great good fortune on my part. So we produced three books in five years. The first book was Who Not How. Who Not How basically says when you have a goal, the biggest problem with the goal, you’re excited about the goal, but you’re not excited about doing it. So you find “Whos” who help you and you build teamwork around it. And that was a big seller. And then, we had another concept which was called The Gap and The Gain that entrepreneurs, depending on how they measure their progress, can be perpetually unhappy or they can be perpetually motivated. And it all depends on how they measure their progress, how they measure their goal setting and their goal achievement. And then the third book, which has really turned out to be the big one, up until this book, this book will be bigger. It’s called 10x Is Easier Than 2x. So hence, Coach, everybody has a 10x game plan. Whatever number they want to choose, revenues, personal net worth, whatever, you have a framework of 10x, which is sometime in the future, but you use that future framework for deciding what you’re going to do today that will end up as a 10x result. I thought that was going to be our formula for the rest of my life until I met John. And then John is a great AI practitioner. And I began to realize that that 10x is now becoming 100x for really top-notch entrepreneurs, but the 10x is easier than 2x. And we just crossed the million mark with the three books, which is really good. And it’s great for lead… we’re having people show up and they’ve really bought into what Strategic Coach is. We have a good size company. We’re not a small company. We have 120 team members. We’re in five centers: Los Angeles, Vancouver, Chicago, Toronto and London, England. But it’s been really great because we’ve really grown with technological change and it’s basically, we teach people how to think about their thinking. And Lou, you were in for three years, both in-person and virtual. So you know what the starting structure of it is, but I’m in love with entrepreneurs. Entrepreneurs are crucial characters on the planet, but mostly they operate alone and what we’ve done is create a community for them. Louis Diamond: Fantastic. Thank you, Dan. And John, I think perfect segue to you, because I know you’ve spent your career serving and helping entrepreneurs as well, mostly within financial services or within wealth management. And you’ve been very kind to share some of your amazing research on advisors serving entrepreneurial clients in the past. But for anyone who’s missed those episodes, similar question for you, can you share what your companies do? CEG Elevate, CEG Insights, your new research, and then we’ll dive into your exciting new book. John Bowen: Thank you, Louis. And Dan and I are very excited about just entrepreneurs in general. Dan is, because he’s working with them directly. The best clients for financial advisors are entrepreneurs, largely, if you’re going to go high net worth, ultra-high net worth. So we have a company, CEG Elevate, which is our parent company. Two of the companies that are really interesting for this podcast is CEG Insights and this is our research arm. And we’ll study about 20,000 high net worth, ultra-high net worth clients this year in depth and 6,000 up to 7,000 we’ll do just of entrepreneurs. And this is in the partnership. Lou, I invited you up to… We were skiing two years ago in Park City and you couldn’t join us. But Dan and I made a deal to do a 25-year partnership studying entrepreneurship, one for Strategic Coach and his coaching clients, but really the opportunity for financial advisors. And it’s probably just as well because I came down, and I think, Dan, you were 80 at the time and I was 69. I’m 70 now. And I was skiing with a whole bunch of 40-year-olds, and they’re all going, “You guys are way too optimistic.” And Dan and I are just getting started on this. And the other company that’s applicable is CEG Worldwide, where we have the privilege of coaching and training some of the top financial advisors, those aspiring, and also working with the enterprises to really help move up market and do this great experience. Louis Diamond: Fantastic. Dan, question for you. What was the core problem you and John were trying to solve in your new book, The Greater Game? What is it that existing frameworks weren’t touching? And then John, I’ll have a follow-up question for you after that. Dan Sullivan: Yeah. Well, by the very nature of what we do, we’re not going for wannabes. We’re not going for entrepreneurs who hope to be really successful someday. We’re engaging with and we’re registering into both of our communities, people who, they’re already great. They’re already doing so many things right, but they’re kind of doing it unconsciously. They just have a unique ability for growth. They have a unique ability for networking and expansion, but the very, very core is they’ve done it on their own. And they’ve done it out of intuition and they’ve done it out of ambition and motivation. But their biggest problem is that they’re really lonely. I’m in my sixth decade now of coaching entrepreneurs, and people say, “Well, what’s the number one problem that entrepreneurs face?” And I said, “Loneliness.” They can’t explain themselves to the family they grew up with. They can’t explain themselves with their lifetime friends. They have thoughts about how they’re operating. And they take enormous pride in their ability to transform difficulties into breakthroughs, but they don’t have anybody to talk to. So what we’ve created is a community where when you walk in the room, everybody in that room immediately understands you. Everybody immediately applauds what you’ve done. Everybody is inspired by you. So my framework is I call, “What you’ve done on your own, you’re great. You’re a winner already, but who do you talk to?” You have to hide a lot of your success because they just won’t understand what it is that actually motivates you. And the beauty of the partnership with John is the vast majority of our clients are in 70 or 80 different industries, so they’re not peculiar. We start off with financial services, especially life insurance. But what I notice is that all the difficulty they get into life is they’re trying to communicate with people who don’t understand them. And what we’re saying is, “Stage one, you did it on your own, you’re great by any standard whatsoever. You check all the boxes for being a successful person, but you don’t really have any way to actually check out how other people are doing this.” And so we’ve created a community, and John has created a community where people, immediately, there’s understanding. And not only that, but there’s opportunity because they’re unique in their own ways. Every one of our entrepreneurs has created a very, very unique pattern of success that if they were with 10 other people, they could learn from this. If they were with 30 other people, they would learn even more. So that’s what we’ve done. So stage two is now joining a community where everybody gets you. Louis Diamond: Interesting. And that’s the premise of the book. We don’t want to have people not buy it, but what is the greater game? What’s the game that folks are playing and pursuing and how do you make it greater? Dan Sullivan: I tell you, what I’ve always been lacking, I’m sort of intuitive like most entrepreneurs are. We’ve done about 300 times growth since we started the program. But it’s intuitive. I don’t have any research to back this up. I’m low on fact finder. I find, generally speaking, the best facts are just the facts that I make up, but at a certain point, you’d like to have some actual research to back me up. So I’ve gone as far as I can go with our company without real research. Then John comes into the picture, and now we got some real research. And I will say this, this is generally true. It’s not just a problem with me that I don’t have research. I find that entrepreneurism is one of the least researched subjects on the planet. And John comes along and he’s done all the backfill for how entrepreneurs actually perform and I’ve got research to prove it. Louis Diamond: Perfect. Yeah, John, question for you. So what is The Greater Game? And then, how do you think it relates to what financial advisors have been missing? John Bowen: One of the things that we as financial advisors all want to work with people who have already won. And there’s no better group than entrepreneurs, successful entrepreneurs. If we look at people with 25 million or more of investible assets across all households in the US, 90% are entrepreneurs. And at the 5 to 25 million of investible assets, it’s three out of four. So at CEG Worldwide, we’ve always wanted to really understand advisors. And we said we’ll partner with Dan and his passion with entrepreneurs, we’ll go ahead and study them so that we can bring insights on how we can better serve them. And the very first thing we want to do is understand, yeah, there’s very different stages that we see of entrepreneurs and we talk about the whole concept of The Greater Game. And the idea here is we wanted to identify… And I’ll share some PowerPoint slides. I know a lot of us are listening and I just want to walk through this, but Louis will have it in show notes, his team will. We really saw four areas. The first one was level one, stage one was foundation for freedom. They had ambition, the vision, but they really needed security. And Dan calls this, and I love this term, “cash confidence.” But it’s really using a financial advisor to have security. And one of the things, the last time I was on with you, Louis, we talked about there’s 59.2% of entrepreneurs who want to switch advisors because they don’t believe they have that security. And that’s kind of the foundation. And this is why you’re never going to read a more friendly financial advisor book for entrepreneurs than this because in our coaching program, we’re developing workshops and so on to bring this message out. And then the second level is where now we saw… and there were four levels. Dan and I identified 5.4% of these entrepreneurs that were just killing it and they were going through all four levels. The second level was energy for expansion. They were very motivated, they were excited about getting up and really the intellectual property, and Dan’s been one of the big leaders in this, is so much of what we know… And as I go through this too, I want every one of the advisors to think about it’s not only your entrepreneurial clients, this is for you too, is having this intellectual property, getting it out of your head so that your business is not founder-dependent or personality-dependent. You’ve got this enterprise. And then, the third level where it really took off was collaboration and multiplication. And Dan talked about the power of community and this is so big. And for advisors, the community is often working with other professionals, the accountants, the attorneys, the investment bankers. Matter of fact, when we survey, we found that 40% of the people with 25 million or more that they invest with an advisor came through an investment banker. So creating that community, teamwork, having the right team and then autonomy. Can you step away from your practice? The entrepreneurs step away 30 days, 60 days, 90 days, making that independence, moving from the founder-dependent to the enterprise. And the last level was exponential. And this is all along the way, the AI opportunities to accelerate this and augment this is really real, but the agency where the blue ocean, creating new markets, then getting the commitment and courage. And at each of these levels, we saw different entrepreneurs just really taking off. And one of the things that’s so important, Louis, for what we’re talking about today is advisors all are ready to treat stage one, the foundation for freedom, but they don’t really understand the other stages, and that’s really what entrepreneurs want. So if you want to work in this market, it’s very important for you to understand what you can do to help. The difference is often for an entrepreneur, a three to five multiplier versus 15, the level one or stage one to stage four. And this is where it gets really exciting. Louis Diamond: This would be a question for John. You found, and he’s mentioned it, that only 5.4% of entrepreneurs operate as architects versus optimizers. Can you explain the difference between those two personas? John Bowen: Well, I’m going to set up the research and let Dan really bring it home. But Dan and I came up with this framework, The Greater Game and the 10 Multipliers, and we’ve got that and we’re putting it in order and we wanted to really confirm. And everything we do is empirical research. So we reached out to 1,000 very successful entrepreneurs, 1,016. And it became very clear that the 5.4% of them were actually executing on all these levels and they were just distancing everyone else. And what we came up with, and Dan mentioned it earlier, that his book, 10x Is Easier Than 2x, but we said, what we’re seeing… and we’ve got a whole bunch, I think it’s 26 stories in the book of entrepreneurs, we’re seeing so many people blow this out that 100x is easier than 2x, and it forces a whole different mindset where if you’re optimizing, you’re kind of looking incrementally. But when you step back as an architect, big picture, wow, huge opportunity, both for entrepreneurs and advisors that are entrepreneurs to make a real big difference. This is something you’ve really coached to and had the privilege of working with thousands of entrepreneurs helping them on that journey. Dan Sullivan: Yeah. One of the things that was confusing for me, Lou, when I first started coaching, because everybody who came in to coach, you remember when you came into your first Chicago workshop, that everybody in the room was motivated. I’m not a motivational speaker. I don’t have to motivate the entrepreneurs who are in Coach. They’re already motivated. The problem is the focus of their ambition and focus. And what we discovered was that there were two types that showed up. I didn’t really understand it, but they’re what I call status-oriented entrepreneurs. And what they are when they were a kid, they didn’t have anything. Their family wasn’t at the top of the pole. When they were born, they grew up in a certain community, but there were certain people who lived in the right part of town and they had really big houses and everything about their lifestyle was way above everybody else in the lifestyle. And they saw the lack of what they had, because of the way they were born, that they were going to match it. But the matching was based in not only what the big home looks like. They’ve got other homes, they’ve got vacation homes. They belong to clubs. There’s clubs for the winners, and the losers aren’t part of those clubs, golf courses and boating clubs and everything else. And what I noticed was their motivation was simply to get to that point where they had the same sort of status. And they’re interesting for a while, but once they’ve gotten to that level of status, they’re not interesting anymore. They go on cruise control at that point and they just want to stay within that framework. But the really interesting entrepreneurs, and we really highlight them in the book, it’s just about growth. So when they get to one level, they say, “That’s great. Okay, now I’ve got a new baseline and now I want to grow even further.” And we have one story, very, very interesting. When he came into my Chicago workshop, I met him and he said, “I’ve got a big engineering company.” This is Paul VanDuyne. He’s out of the Quad City area of Iowa. And he says, “My ambition for your program is for three years, I’m just going to plan my retirement.” And I said, “Well, we’ve got some thoughts about that.” So I said, “Just do your first workshop and we’ll talk about it 90 days from now.” And he came back and he had an entirely different game plan, and he’s grown basically 250 times in his last 13 years. He’s completely transformed the industry that he’s in and he had this growth. So what we’re looking for in The Greater Game, we’re looking for those entrepreneurs who are already successful, but they don’t see any stopping point. They’ll grow to one level and then they say, “Okay, that’s the new baseline. Now I grow to another level.” Meanwhile, three years ago, what happened is the world got a new capability called AI. AI, you’re not talking 10x. If you use it properly… a lot of people are in the very early stages here, but we can see the ones who are applying it for growth. John has set up an entire research structure just to measure the people, and what are the people who are just motivated by growth? They don’t see any stopping point. They don’t see any retirement age. They’re just growing. They’re in better health now than they were when they started their ambition. One of the great breakthroughs we’re having now is the impact of AI on physical fitness and health right now. And so you have 70-year-olds now who are way more ambitious at 70 than they were at 50. So we think a whole new world is being created in front of us, but there isn’t the research to measure what the real winners of this new game are actually doing. And The Greater Game is a lot of Strategic Coach thinking tools, but it’s also the phenomenal research that John is doing, and we’re measuring exactly what are these people who just constantly grow, what are they actually doing? John Bowen: Louis, if I can jump in, I want to go back to Paul just for a second because he was going to do something classical, and Dan is also my coach and I was going to do something similar. Paul told Dan that he was going to retire at 65, and his wife. And he were going to open up a little mom-and-pop coffee shop. And the reason so many of the entrepreneurs are caught in the 2x optimization is they’re grinding it out. They’re working harder to be more successful and the desire to do that isn’t very high. That’s why you retire. On the other hand, what we found, the ones working on 100x are building platforms and ecosystems. They’re architected. And as we were writing the book, CEG grew by 58%. I’m going to give a lot of credit to the book, because as Dan and I were working on the processes, I wanted to walk all the talks. This is where the world is changing. I want everybody to think as a financial advisor, you’re being served twice, one with The Greater Game, they don’t care about a few basis points on returns. That’s table stakes. So much of the level one is taking care of the investment side, mitigating taxes, taking care of the areas, protecting the assets, some charitable planning, maybe shoot in some succession planning. I can tell you only 6% of the entrepreneurs actually feel they’re getting that from you, but that’s only level one. If you can help them from each of the stages, stage one through four, and help them create that vision, they’re going to love you to death. Because many of them want to continue in this path and create tremendous value, bigger impact, not creating legacies in the sense of enduring legacies, but active legacies. Last year, my wife and I set up a private foundation. I called it The Greater Game Foundation. I just love this so much, the difference that you can make, and I want to do it while I’m living, not while I’m gone type of thing. I think that’s one Dan and I very much share. Louis Diamond: Awesome. You wrote the book 10x Is Easier Than 2x, but now you’re claiming 100x is easier than 2x. How can that be the case? Dan Sullivan: The interesting thing, one of my points of proof on the original idea, the 10x Mind Expander, I use a lot of what the entrepreneurs have already done to prove the future. In other words, I said… You’ll remember the exercise, Lou. And I said, “I want you to pick your best number.” Everybody’s got a best number. It’s revenue, it’s net worth, whatever. And I said, “I just want you to multiply by 10.” And immediately there’s this reaction. He says, “You know how hard it was to get to just where I am 10 times?” And I said, “Well, you’ve already done 10 times. You’ve probably done 10 times twice. So let’s go back to the beginning. When were you 1/10 of where you are right now?” And they can nail it. They can tell you the year, they can tell you the month when they were 1/10 of where they were. And I said, “Let’s write the actual structure that got you from 1/10 to where you are right now.” And there’s five stages, and usually it’s an event, it’s a new relationship and all of a sudden they get a big check. And we measure, as entrepreneurs, size of check is a good scorecard. When you’re first starting, you got a $10,000 check, that was the biggest check. But about five years later, you get a $100,000 check, and all of a sudden it seems strange at breakfast, but by dinner you’ve normalized the idea, “Well, I know what it’s like to get a much bigger check, a 10 times check.” And so I have them create five growth stages that took them from where they were 1/10 to where they are right now, and I said, “Now let’s go back and talk about doing 10 times more.” And what they recognize, 80% who’ve got them 10 times the first time is going to be the same. It’s relationship, it’s having a great team, it’s having a simple approach that always works and it’s about the kind end customer. It’s not about them. It’s about who is it that you’re being a hero to in the marketplace. Because the truth is people don’t want to have a lot of relationships as they grow. They’d like to have one relationship to grow. They’d like to have an advisor who’s growing with them. But then John introduced me to the whole world of AI and I said, “We’re not talking 10 times anymore. We’re talking 100 times.” I said, “If you apply this new form of thinking, because it is an entirely new form of thinking, to what you’re doing right now, you can see that 10 times is going to happen just by doing three or four things where you’re eliminating waste, you’re eliminating things that just don’t work anymore, changing relationships, changing teamwork, changing collaborations in the marketplace.” But meanwhile, this new world of thinking is making you healthier. It’s making you more fit. So where before you thought you wouldn’t have the energy at 70, you now have more energy at 70 than you had at 50. So you’re the only one who says when it’s going to stop. I’m 82 in three weeks. We’re having this… I’m 82 and I’m way more ambitious at 82 than I was at 52. And the world is, because the world outside in terms of technological capability and access is way, way bigger in my 82nd year than it was in my 52nd year, and I love the growth. I have to tell you that the greatest point where AI is going to have the impact is going to be making money. The big titans, the Metas, the Googles, the Nvidias, what do they have in common? It’s about the money and where AI is being applied most is how you do new things with money. So that’s where the 100 times now comes from. I’ve normalized it. I said, “We’re not talking a 10x game anymore. We’re talking 100x game.” But the number on the scoreboard isn’t the issue. The scoreboard is, are you actually having fun? Louis Diamond: Yeah, we call it living your best business life. That’s our major barometer in charge. John, I don’t know if you could pull up your slides again, but I want to talk about the bridge between stage two in your pyramid to stage three. So that’s from expertise into scalable property. Can you explain how this relates to a financial advisor or an independent business owner and why this concept is so important for the valuation of a business? John Bowen: The book, it’s written for entrepreneurs, but I wanted to create some bridges while we’re together with Louis on really what’s going on for financial advisors and how you can help them. So if they’re at our stage one, Dan and my stage one of The Greater Game, and they want to go to two, they’re kind of dreaming oftentimes, and we want to help them begin creating the architectural structure. And as an advisor, this is really going to encourage everybody to read chapter two, The Greater Security. It talks about really the VFO, Virtual Family Office structure that they want, and you got to help them get financially solid, building personal wealth outside of the business, tax, estate, insurance, business structure. That’s what we all do today. Then though, if they want to move from level two to three, what we find over and over again, advisors are not equipped to do this, because what we’re taking is that founder where everything’s in its head, we’re now helping them move from just having that expertise to having scalable property. This is that codifying the process of building IP that’s transferable. And this is where the real valuation changes. Now, I’m not asking financial advisors to be the IP experts, but what the entrepreneurs want is they want somebody to help them curate and then coordinate between each of these levels. We go from three to four that the founder is indispensable, oftentimes at three. Now we want the team there to be invincible. And it’s not just the individual team as Dan was talking about. It’s the community. The collaboration is where this really takes off. The noise of AI is making it harder to market, but by partnering, particularly as financial advisors, we can very quickly have groups. One of the reasons why I’m collaborating with Dan, I want to help our financial advisors to work with entrepreneurs. Dan wants that research. So this is the natural collaboration. But they’re interested here in governance, self-managing teams. One of the things that Strategic Coach is brilliant at, the pre-transaction they want. And what we find so often is the indispensable discount. So many businesses sell, if they sell at all, they’re selling for three to five times multiplier, not advisory, but traditional businesses. Well, if you can make it to four, all of a sudden you’re now talking to 10 to 15 times multipliers. And think of it as if I’m a buyer and I’ve been involved in 50-some transactions, what happens is if the business is the guy, the gal, they’re the business, then you’re buying a very expensive job type thing. So let’s just keep a simple one. They’re having a couple million dollars of EBITDA. And let’s say the high range of that, five times EBITDA is $10 million. Well, the difference at 15 times two million is 30. Now, a few basis points I don’t really care about. I really care about capturing that difference. And because there’s a machine working without, I can buy that machine and generate that cash flow and it’s also taking advantage of the vision. And then when we get to level four, this is where most advisors make the biggest mistake is, “I’ve won. I’m at level four. I’ve got tremendous wealth.” Okay, but I’m now looking at significance. And I do want to go, “It’s not enduring legacy I’m looking for. I’m looking for active legacy. I’m looking for family governance.” Do I want to continue to build it like Dan and I’m doing at 70? I’m building the business so I can continue doing it as long as I want to do it. At the same time, and I love the impact we have and I know you do too, Louis, for the impact you have. Why not build the platform that’s going to allow you to do that as long as you want to do that? And if you don’t want to do it, let’s create the most value to transfer. When you start having conversations like that with families, entrepreneur families, it just changes, and very few advisors can do that. And that’s what we’re finding. We have a coaching company, training company, we train those things. They’re winning, quite honestly, almost 100% of the time because entrepreneurs didn’t know that was available to them. Louis Diamond: Interesting. It seems like the difference between stage two in your pyramid, to leap to stage three or four, that seems like a pretty massive pivot point for valuation for building a scalable business, having a self-managing company, et cetera. Do you find or have you seen that advisors or entrepreneurs that are in stage two themselves, they kind of pattern-match when they’re working with their own clients and kind of manage their own clients into stage two, or is it not really connected? John Bowen: I think that once you get the bigger picture and see the greater game, you can help your clients. That is a very small percentage. Remember, it was only 5.4 of when we surveyed successful entrepreneurs were actually playing the greater game, all four levels, the 10 greater multipliers. So I think what we tend to do is we get stuck on what we can do. And all the training is for level one for financial advisors. We don’t know how to guide them through the other levels. And really, the big difference from two to three, Dan and I’ve talked about this a lot, and I think Dan’s one of the biggest champions of this, is collaboration, putting together strategic partnerships. It could be with your competitors. This is for entrepreneurs, competitors, it could be various vendor partnerships. But the ability to open up markets that way when you have now put together in level two your IP, value creation’s huge. For advisors, it’s putting together partnerships with centers of influence. When we survey top financial advisors, 70% of their best clients came through COI, Centers of Influence with accountants, attorneys, investment bankers, and so on. Well, let’s do it on purpose, be successful on purpose. Louis Diamond: Dan, question for you. In all your experience working with successful financial advisors, insurance producers, probably any entrepreneur, what do you feel are the most common things that folks do unintentionally to really hurt their enterprise value even long before, or if ever, they decide to sell their business? Dan Sullivan: Yeah, I think the biggest thing is they stay entirely within their industry. One of the first questions that we ask our entrepreneurs when they come into the program and where you see it most is in the professions: lawyers, accountants, engineers, architects. I’ll say, “Well, what is it that you are?” And they’ll say, “Well, I’m a lawyer. I’m a tax lawyer.” And I said, “Are you a tax lawyer or are you an entrepreneur who has a specialty in tax law?” Okay. It makes a big difference, because if you see yourself as a tax lawyer, then you’re saying that you’re a better paid factory worker. You’re a manual laborer. But if you’re an entrepreneur, it’s a fairly recent idea in human history. There’s always been entrepreneurs, but it wasn’t until about the beginning of the 1800s that you start seeing this really different class of people in the marketplace, who, it didn’t matter how they were born, they were taking advantage of some new multiplier technology. Steam power being a great example. Around 1800, steam power came on. And anybody who had a bright vision for themselves and had the wherewithal to figure out what needs could be satisfied with a new technology, all of a sudden they became rich. They became rich. And it was very disruptive, because up until then it was based on aristocracy and you were born into wealth or you were born into poverty. There was no crossover. So what we’re saying is anybody who comes into Strategic Coach, I said, “I’m not going to tell you anything about your particular industry.” I said, “You know all the best practice people in your industry and they have workshops and they have conferences and you go to them, but they don’t know how to be entrepreneurs. You know how to create a really well-paying job, but you haven’t created a company.” A company is a totally different realm and I would say the vast majority of entrepreneurs, 95% of entrepreneurs haven’t really created a company. They’ve just created a really well-paying job which requires their presence and their attendance. I said, “You don’t get any payout for your company. If you’re the company, you need to have a structure.” I’ll give you an example. We started the company in 1989, and we’re about 270 times what our first year revenues were, and that was a great year. I was very happy for the first year, but we’re about 270 times. Along the way, what I did is I created other coaches so it wasn’t just Dan, the coach. So we have 16 other coaches. And I’ll give you a little example. In 1994, that year our company did 144 workshop days, 36 per quarter. One coach: me. Last year we did 600 workshop days and I did 12. 588 were done by other coaches. And our coaches are great. They’re clients who have coaching instincts and they do it. So about four years ago, I met one of our clients who’s an M&A specialist, and I laid out all the facts just in conversation, “This is our revenues. We have no debt. It’s repeatable income, around 70% is repeatable for one year.” I put the whole structure together. And I said, “So right off the top, I don’t have any relatives on staff.” The first thing they look for, “Any relatives working for you?” And he gave me a number. It was a big number. It was probably four times revenue for that year. He said, “We got a lot of structures.” Then something happened in the marketplace, and this is a great breakthrough that the US Patent Office sometime in the last 10 years recognized that up until about 10 years ago, to get a patent, you had to have a technological component for what you were doing. Sometime in the last 10 years, the patent bureaus decided that the internet is the technological component. So they’ve introduced education and entertainment as patentable processes. So in the last three years, we’ve gotten 82 patents. 82 patents. And these are our thinking tools, Lifetime Extender, Free Focus and Buffer Days. You know the routine that you learn in the first three days, and we’ve got 82 of them. We’re averaging about 25. I get a new patent about every two weeks. So I saw this M&A specialist, and I said, “This has happened in the last three years.” And he said, “Immediately it doubles the valuation of your company.” So what John’s saying here, as you go through the four stages, more and more you get paid for your creativity, retail, you get paid for your retail. But if you structure it, you record it, you package it, it is even greater than what you got paid for your creativity. Louis Diamond: Super interesting personal anecdote, and I appreciate you sharing that because that definitely did drive the point home for me. I see the applicability to probably any industry, but especially to any financial advisor. Dan Sullivan: Oh, yeah. Louis Diamond: The best RIA firms, the best advisors, they pretty much all start off with a cult of personality founder who’s the rainmaker. And then the practices that really grow and scale and are valuable are more platforms. That’s what private equity wants to invest in. And those are the firms that get the higher multiples. Dan Sullivan: Yeah. So the big thing is there’s a really, really great IP lawyer. He’s in our program and he’s made the breakthrough, and he’s the first IP lawyer that doesn’t charge by the hour. He charges by the patent. If the IP lawyer charges by the hour, it’s a very slow patent. If he charges by the patent, it’s a very fast patent. But the big thing, he showed a slide that in just big corporations, 1980, you took big corp, Fortune 500, the S&P 500, more than 80% of their valuation was tangible. It was property, it was real estate, it was fleets, it was equipment. Last year, more than 80% were intangibles. It was your ideas, intellectual. If you look at Elon Musk, it’s all intellectual capital. If you look at Meta, you look at anything, it’s intellectual. It’s not tangibles. So we’ve entered into that new world and AI has introduced us to that new world. It’s new processes, new structures, new approaches and it’s really interesting. It’s hard for entrepreneurs to get their idea that your creativity is actually property. Louis Diamond: It sounds like the ultimate challenge for anyone listening is translate your process, your ideas, the stuff that you’re doing by instinct as you both had said, and turn it into something patentable or something repeatable that another advisor, another executive, another owner can pick up and deploy and scale. John Bowen: We share the process in chapter four. It’s the fourth greater multiplier. And we actually share Caldwell, the attorney that Dan’s talking about, his story and the value creation. He’s now the major player in that space. And this is where we as advisors, we’re given a twofer, Dan and Louis, is that you can help your clients, but you can do this yourself too. You’ve been involved in a number of large transactions. The difference, I had a $2 billion advisory practice I sold in ’98, and we sold for 16 times earnings. And a big part of it, we were in that blue ocean. We had agents that we created and strategic process that would run without me, and it did type thing. And it continued to grow and went for about 10 fold what I sold for a number of years later. This is something that’s very real. Louis Diamond: Absolutely. I got two more questions for you guys because I know you’re both busy. For an advisor who feels like they’ve won the growth game, they grow 10, 15, 20% per year, they’re charged up, they’re on the Barron’s list, the Forbes list, they’re hitting their AUM milestones, they built an amazing team, they have a family member in the business. They have everything that anyone could want. What does the next game look like for them? What’s the next frontier once you’ve achieved all those things that from the outside looking in, seems like you have it all? What’s the next game to play? John Bowen: Well, we’re going to both say The Greater Game, but the- Dan Sullivan: Well, tell them about the dashboard, John, because the book is just part of the deal here. It gives you the landscape. There’s a great tool that comes with the book. So tell them about the dashboard. John Bowen: Really what we wanted to do is to create kind of a community just around the book. Dan and I and team built a dashboard. We were very creative on naming, thegreatergamedashboard.com. You can go in and we’re now studying every month over 500 successful entrepreneurs. We have that data in here. You’ll be able to see how you compare at each of these stages, the four stages, the 10 multipliers. And you’re going to get specific recommendations. This is for entrepreneurs. But again, you should do it. If you’re a financial advisor, you have an equity ownership, you should definitely be doing it as well. And one of the things that we see over and over again, and Louis, you probably see this a lot in the conversations. They have advisors who have already won. They don’t know what the next game is. And it’s easy to check out at that point. It’s easy to frustrate the next generation of leaders and so on. If you take the time to really see what the opportunities are and architect to realize that vision, you can create, whether it’s selling the practice, creating tremendous value there or designing a role for yourself, maybe it’s executive chairman type for that business that you can guide it with the vision and what you’ve brought and strategy. But bring that team up. That’s going to create so much value, so much impact and you can design it for the life that you want. And that’s where I get very excited. Louis Diamond: I can hear the passion in your voice. Dan, let’s finish with you. Given all of your experience working with entrepreneurs, advisors, business owners, et cetera, what’s the one move that you’ve seen the most successful entrepreneurs in your orbit make that’s changed the trajectory of their firms and their life more than anything else? Dan Sullivan: I’ll answer it in a little roundabout way. Periodically, I have a thinking tool. I said, “If everything was taken away from you as an entrepreneur and they moved you 1,000 miles away, what’s the one thing that you would take with you? It has to be portable. So what is the most portable thing that you have that you would start over again with the greatest value that you had created previously? What would it be? And then you would rebuild what you’ve already created, but you would do it much faster. What would be the one thing?” It’s an interesting thought. But in our concept, it’s called unique ability, that there’s something about you, as an individual, that first of all gave you enough confidence to become an entrepreneur because it’s risky. It’s a risky proposition. It’s guessing and betting and it’s risky business and it’s unique ability. So the starting point for all growth in Strategic Coach is that there’s something about you that’s absolutely unique. You don’t have any competitors on this and it has two qualities. One is that you’re so good at it, you don’t take it seriously. You’ve done this since you were a child and it just comes to you naturally and you don’t see the significance of it. When you’re in Coach, you start seeing the significance of it. And the second thing is you just absolutely love doing it. It’s what you love doing most of all. It comes to you naturally. You don’t even have to think about it. And then you begin to realize that anything else you’re doing as the founder and the owner of your company, probably somebody else can do. So you’re doing 20 things, but really you should be doing three things. The other 17 things still need to be done but not by you. And that’s the breakthrough. You have to simplify in order to multiply. Louis Diamond: I absolutely love that. I know when I was in Coach, that was my biggest takeaway or realization was figuring out what my unique ability was because I think the two components,

#78 Plus de 11 000 aides publiques disponibles. Comment les activer pour vos clients ? | Michel Struk, MAPI

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Jun 11, 2026 33:58

Pour contacter RCA de notre part, utilisez ce lien : https://rca.fr/ressources/avec-meg-vous-serez-vraiment-pret-pour-la-facture-electronique/?utm_source=Podcast+CEG&utm_medium=paid-social&utm_content=Podcast&utm_campaign=FEContactez Legit de notre part en cliquant sur ce lien : Ils vous réservent un très bon accueil ! https://www.legit.fr/?utm_medium=podcast&utm_source=ceg&utm_campaign=midroll_podcast_ceg11 700 aides publiques actives en France. Les bases officielles n'en recensent que 2 200. Et la grande majorité des entreprises passe à côté.Michel Struk, fondateur de MAPI, du groupe Infogreffes, a passé 8 ans à construire la solution qui comble ce vide.Et il est convaincu que les cabinets d'expertise comptable sont les mieux placés pour déployer cette mission.Dans cet épisode, vous allez comprendre :Pourquoi l'expert-comptable est l'interlocuteur naturel sur les aides publiques, et comment transformer cet atout en mission structuréeComment fonctionne concrètement le pôle aides publiques externalisé proposé par MAPI : audit de portefeuille, détection de projets, montage et négociation des dossiers . Le tout en marque blanche, et sans que la relation client n'échappe au cabinet.Comment la solution a été construite en conformité avec la déontologie de l'Ordre des experts-comptablesQuels types de portefeuilles clients ont le plus fort potentiel, et lesquels sont à écarterDes exemples chiffrés : 400 000 € de subventions obtenues pour un dossier industrie bois, 20 000 € de CA pour le cabinet, pour un temps de travail minimal côté cabinet."Ce qu'ils veulent, c'est un humain qui s'occupe de tout."Bonne écoute !

france clients dans bonne cabinet audit ils visitez travail ici laissez rca tarifs aides financement audiomeans publiques activer comptable subventions relation client mapi ceg

May 2026 Sustainable Stock and ETF Picks

Play Episode Listen Later May 28, 2026 19:18

May 2026 Sustainable Stock and ETF Picks. Podcast includes articles on hydrogen/fuel cell stocks and the world's most influential companies. By Ron Robins, MBA Transcript & Links, Episode 167, May 29, 2026 Hello, Ron Robins here. Welcome to my podcast episode 167, published on May 29, 2026, titled "May 2026 Sustainable Stock and ETF Picks." Now, before I begin, I want to apologize if my voice at any time sounds a little rough! This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 32 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. Titles and links to the other 29 can be found on the webpage for this podcast edition. ------------------------------------------------------------- 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com Many of you are interested in hydrogen stocks, so I thought this article would be good to start this podcast. It's titled 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com and is by Fatima Gulzar. Here are some quotes. "We used screeners to identify Best Hydrogen and Fuel Cell Stocks and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 9. FuelCell Energy, Inc. (NASDAQ:FCEL) On March 23, 2026, FuelCell Energy announced the introduction of a standardized '12.5-megawatt' packaged power block that offers on-site electricity to data centers… It positioned the system as a speedier deployment option in power-constrained markets… FuelCell Energy is a firm that develops, designs, manufactures, constructs, and services high-temperature fuel cells for clean electricity generation… It operates in three geographical segments: the United States, South Korea, and Europe. 8. Ballard Power Systems Inc. (NASDAQ:BLDP) Ballard Power Systems designs, develops, manufactures, sells, and services fuel cell products. It specializes in power products for bus, truck, rail, marine, stationery, and developing market applications, as well as service delivery, which includes technical solutions, after-sales services, and training. 7. Plug Power Inc. (NASDAQ:PLUG) On April 9, 2026, Susquehanna analyst Charles Minervino updated Plug Power's price target to $2.75 from $2.50. It maintained a Neutral rating on the stock… Plug Power is an alternative energy technology firm. It designs, develops, commercializes, and manufactures hydrogen and fuel cell systems for the material handling and stationary power fields. 6. New Jersey Resources Corporation (NYSE:NJR) On April 21, 2026, Mizuho analyst Gabriel Moreen increased New Jersey Resources Corporation's price objective to $61 from $54. It maintained an 'Outperform rating' on the shares… New Jersey Resources Corporation is a holding company. It provides regulated natural gas distribution, transmission, and storage services, as well as certain unregulated enterprises. It works in five segments: natural gas distribution, clean energy ventures, energy services, storage and transportation, and home services and other. 5. Bloom Energy Corporation (NYSE:BE) On April 14, 2026, Reuters reported that Bloom Energy will supply Oracle with up to '2.8 gigawatts' of fuel cell capacity under an upgraded deal, which shows rising power demand due to artificial intelligence. The corporations have already signed for an initial 1.2 gigawatts… Bloom Energy manufactures and installs power production platforms based on solid oxide fuel cells. Bloom Energy Server turns conventional low-pressure natural gas or biogas into electricity using an electrochemical method that does not include combustion. 4. BP p.l.c. (NYSE:BP) BP is an integrated oil and gas corporation that provides carbon products and services. It operates in three segments: gas and low-carbon energy, oil production and operations, and customers/products. 3. Cummins Inc. (NYSE:CMI) On April 20, 2026, Truist analyst Jamie Cook raised the Cummins price objective to $730 from $703. It retained a Buy rating on the stock… On April 13, 2026, Wells Fargo lifted its price objective for Cummins to $693 from $630… Cummins is a U.S.-based firm that designs, manufactures, and services diesel and natural gas engines, electric and hybrid powertrains, and related components. Its segments include Engine, Distribution, Components, Power Systems, and Accelera. 2. Air Products and Chemicals, Inc. (NYSE:APD) On April 24, 2026, RBC Capital raised Air Products and Chemicals' price target to $338 from $325. It maintained an Outperform rating… On April 24, 2026, Air Products and Chemicals declared that it will build, own, and operate a brand new air separation facility in Cocoa, Florida. The facility will produce liquid oxygen, nitrogen, and argon… Francesco Maione, president of the Americas, said that the location will help space launch operators in Florida and also position the corporation to meet increased demand from the booming space launch industry… Air Products and Chemicals manufactures and distributes atmospheric gases. It operates in the Americas, Asia, Europe, the Middle East, India, and Corporate and Other. 1. Linde plc (NASDAQ:LIN) On April 24, 2026, TheFly reported that RBC Capital analyst Arun Viswanathan raised Linde's price objective to $552 from $512. It retained an Outperform rating… Linde is a global industrial gas and engineering firm. It designs and manufactures industrial gas production equipment. The company also provides gas production and processing services for olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants, and other plants." End quotes. ------------------------------------------------------------- TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com This article offers a unique company ranking that will interest many of you. TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com. It's by TIME PR. Now some quotes – however, note that many of the highly ranked companies are private! "The 2026 TIME100 Most Influential Companies issue features three worldwide covers, each spotlighting top executives from a company on the list with an in-depth profile, including: Sundar Pichai, CEO of Alphabet (GOOG) and Google; Jimmy Donaldson (MrBeast), founder of Beast Industries; and Hailey Bieber, co-founder of Rhode… To assemble the list, TIME solicited nominations across sectors, and polled its global network of editors and correspondents, as well as outside experts. The result is a diverse group of 100 businesses helping chart an essential path forward. In addition to the 100 companies featured on the list, TIME unveils the TIME100 Companies Impact Awards—recognizing five standout companies making meaningful contributions in the fields of AI, Health, Sustainability, Equality, and Culture. The 2026 TIME100 Companies Impact Award recipients are: Waystar (WAY) for Impact in AI, Xenco Medical for Impact in Health, Sun King for Impact in Sustainability, CareMessage for Impact in Equality and Depop for Impact in Culture. See the complete 2026 TIME100 Most Influential Companies list: here." End quotes ------------------------------------------------------------- 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com Now, an article featuring a sector that interests all ethical and sustainable investors. The article's title is 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com and is by Tanvi Sarawagi. Here's some of what the writer has to say about their picks. "1. Bloom Energy (BE - Free Report) Based in San Jose, CA, the company generates and distributes renewable energy… The Zacks Consensus Estimate for Bloom Energy's 2026 sales implies an improvement of 80.3% year over year. The Zacks Consensus Estimate for 2026 earnings suggests an improvement of 151.3% year over year. The company currently sports a Zacks Rank #1 (Strong Buy). 2. Montauk Renewables (MNTK - Free Report) Based in Pittsburgh, PA, the company is a fully-integrated renewable energy company. Montauk specializes in the management, recovery and conversion of biogas into renewable energy… The Zacks Consensus Estimate for Montauk Renewables' 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for 2026 earnings suggests an improvement of 700% year over year. The company currently carries a Zacks Rank #2 (Buy). 3. FuelCell Energy (FCEL - Free Report) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants… The Zacks Consensus Estimate for the company's fiscal 2026 sales implies an improvement of 0.9% year over year. The estimate for fiscal 2026 earnings implies 50.6% growth year over year. The company currently carries a Zacks Rank #2." End quotes. ------------------------------------------------------------- 29 more articles from around the world with Sustainable Investment Picks for May 2026. 1. Title: 5 Top-Ranked AI Infrastructure Bigwigs for Sparkling Returns in 2026 from finance.yahoo.com. By Nalak Das. 2. Title: Top Ethical ETFs Of 2026 from fool.co.uk. By Zaven Boyrazian. 3. Title: Best Green Energy ETFs for Beginners in 2026: Top Picks from ecodweller.com. By Mangaleswaran. 4. Title: Linde's Ethics Recognition Meets Premium Valuation And ESG Investor Interest from uk.finance.yahoo.com. By Simply Wall St. 5. Title: Trade Brains Smallcase Picks: 4 Halal Stocks (Ethical) Theme Stocks to keep on your radar from tradebrains.in. By Manideep Appana. 6. Title: Top sustainable funds to invest in from msn.com. By Dan McEvoy. 7. Title: The Best 2 Renewable Energy Stocks to Buy and Hold for Decades from finance.yahoo.com. By Leo Sun, The Motley Fool. 8. Title: Meet the Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Nvidia and Broadcom With a 270% Jump. It Can Still Fly Higher from /finance.yahoo.com. By Harsh Chauhan, The Motley Fool. 9. Title: 7 Best Renewable Energy Stocks to Buy from wtopnews.com. By U.S. News & World Report. 10. Title: 3 Multi-Energy Stocks to Consider for Powering the Future from theglobeandmail.com. By the Motley Fool. 11. Title: 3 Utility Stocks Built for a World of High Energy Prices and Grid Strain from finance.yahoo.com. By James Brumley, The Motley Fool. 12. Title: As Oil Shocks Accelerate The Quest For Alternative Energy, This ETF (KGRN) Could Benefit from kraneshares.com. By Brendan Ahern. 13. Title: 2 Stocks That Should be on Your Radar as the Iran War Shifts Global Energy Markets from fool.com. By Matt DiLallo. Continuing 14. Title: Ethical Investing: Top Shares on the ASX To Consider from thebull.com.au. By The Bull Team. 15. Title: A Few Winners Dominate Canada's Sustainable Fund Market from global.morningstar.com/en-ca. By Kimberly Hart. 16. Title: Green energy stocks outperform fossil fuels amid Iran war from nltimes.nl. By NL Times. 17. Title: 5 ASX Lithium Stocks Set to Rally After Albemarle's 672% Profit Boom from stocksdownunder.com. By Ujjwal Maheshwari. 18. Title: Wind Energy ETFs to Rally on Profit Beats and Iran War Energy Shift from theglobeandmail.com. By Zacks Investment Research. 19. Title: SA Asks: What's the long-term outlook for wind energy stocks? From seekingalpha.com. Remarks by Melissa Tucker and Ritabrata Das. 21. Title: Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026 from fool.com. By Adria Cimino. 22. Title: Celebrate Earth With These 2 Unstoppable Green Energy Stocks from fool.com. By Reuben Gregg Brewer. 23. Title: My Top 3 AI Infrastructure Stocks to Buy for May 2026 on fool.com. By Stefon Walters. 24. Title: 3 Calvert Mutual Funds to Help Manage Market Volatility - May 14, 2026, from zacks.com. By Zacks Equity Research. 25. Title: Best AI Energy Stocks to Buy Now Down 30%: CEG, VST - May 15, 2026 from zacks.com. By Benjamin Rains. 26. Title: 3 Space Infrastructure Stocks to Watch Ahead of SpaceX IPO from marketbeat.com. By Ryan Hasson. Reviewed by Clare Titus. 27. Title: Top Renewable Energy Companies in Solar, Wind & clean Power from fortunebusinessinsights.com. By Energy & Power. 28. Title: 1 Canadian Company Set to Make a Fortune From the $650 Billion Data Centre Buildout from fool.ca. By Demetris Afxentiou. 29. Title: 7 Clean Energy ETFs to Buy Now from wtop.com. By U.S. News & World Report. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "May 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on June 26th. See you then. Bye for now. © 2025 Ron Robins, Investing for the Soul

united states ceo time world health ai culture power europe google soul future impact investing iran middle east wind jump corporate pittsburgh sustainability sustainable beginners south korea stock americas equality oracle solar rally decades distribution san jose titles engine reuters bp wells fargo neutral components chemicals powering remarks s p cocoa cummins top picks linde hailey bieber montauk outperform sundar pichai motley fool depop danbury news world report sun king susquehanna power systems mizuho ceg accelera thefly jamie cook strong buy alphabet goog melissa tucker zacks rank

#77 De 20 000 à 8 000 cabinets ? Ce que dit la concentration en cours dans la profession | Gabriel Dabi Schwebel

Play Episode Listen Later May 28, 2026 59:40

Pour contacter RCA de notre part, utilisez ce lien : https://rca.fr/ressources/avec-meg-vous-serez-vraiment-pret-pour-la-facture-electronique/?utm_source=Podcast+CEG&utm_medium=paid-social&utm_content=Podcast&utm_campaign=FEContactez Legit de notre part en cliquant sur ce lien : Ils vous réservent un très bon accueil ! https://www.legit.fr/?utm_medium=podcast&utm_source=ceg&utm_campaign=midroll_podcast_cegFin avril, une interview de Gabriel Dabi-Schwebel publiée sur Compta Online a fait grand bruit dans la professionSelon lui, le nombre de cabinets pourrait passer de 20 000 à 8 000 d'ici 2030, sous le coup d'une hyperconcentration.Gabriel Dabi-Schwebel a fondé Décision IA, une société de conseil en transformation par l'IA. Avec 50 000 abonnés sur Linkedin, il y décrypte fréquemment les impacts de l'IA sur les secteurs traditionnels.Dans cet épisode, Marine Lévesque l'invite à partager cette vision prospective de la profession comptable.Au programme :Pourquoi la désintermédiation de la relation client par les fintechs est un risque majeur pour la professionPourquoi automatisation déterministe et IA générative ne sont pas le même outil, et lequel sert vraiment le conseil du cabinetPourquoi le gap grandit entre petits et grands cabinets qu'est-ce qui sous-tend cette concentration en coursDans quels scénarios le petit cabinet généraliste survit, et dans combien il disparaît (Scenario Planning de la profession comptable)Quelles “décisions sans regret” prendre maintenant, sans attendre d'y voir clair, avec l'exemple du cabinet Oranova Conseil.Un épisode dense, plus long que d'habitude, mais à la hauteur des enjeux qu'il décrit.Bonne écoute !

#76 Le facteur humain, angle mort de la transformation des cabinets ? | Eric Berbéres

The College Essay Guy Podcast: A Practical Guide to College Admissions

Play Episode Listen Later May 14, 2026 46:23

Pour contacter RCA de notre part, utilisez ce lien : https://rca.fr/ressources/avec-meg-vous-serez-vraiment-pret-pour-la-facture-electronique/?utm_source=Podcast+CEG&utm_medium=paid-social&utm_content=Podcast&utm_campaign=FEContactez Legit de notre part en cliquant sur ce lien : Ils vous réservent un très bon accueil ! https://www.legit.fr/?utm_medium=podcast&utm_source=ceg&utm_campaign=midroll_podcast_cegDes analyses anxiogènes se bousculent sur l'avenir de la profession comptable. En face : les cabinets sont sommés de se transformer, vite.Une pression de plus, sur des cabinets déjà sous tension !Dans ce contexte, comment aborder ces transformations sereinement, sans “exploser” en vol ?Eric Berbérès, expert-comptable et CAC, est lui-même passé par la case burn-out il y a 10 ans.Devenu coach et formateur, il accompagne des dirigeants de cabinet dans la conduite du changement.Il explique :Comment sortir du déni et de la paralysie, et apprendre à dire “non”Pourquoi les gains de productivité des 30 dernières années ont alimenté le volume et pas la valeurCe que "faire du conseil" veut vraiment dire quand seulement 6% du CA est concernéCar dans leur ambition de se transformer, les cabinets oublient souvent l'essentiel : le facteur humain.Et si la vraie transformation commençait par soi, avant de toucher aux process ?

transformation burnout dans car tension expertise cabinet ils visitez mort angle changement laissez cac rca devenu humain cabinets audiomeans conduite facteur berb ceg

709: On Becoming: The Art and Craft of Personal Storytelling (Ep 8: Molding Clay) with Calvin Pickett

Play Episode Listen Later May 12, 2026 52:26

Hi, friends, and welcome back to our series, "On Becoming: The Art and Craft of Personal Storytelling." In this series, we take a close look at personal essays written by real students, talking about why we love them, what makes them work, and how they came to be. In this episode, we break down an essay that is one of my new favorites. It's conceptually rich because even though it's on molding clay, it could be considered any of these montage types: I love/I know, Essence Objects, Skills/Superpower, Identity, Home, or Uncommon extracurricular activity. That's not a goal I'm suggesting you pursue, by the way, just interesting to note. To discuss it, I'm joined by Calvin Pickett, the Director of Essay Coaching here at CEG. Calvin has been a college essay coach for more than eight years, and a lover of words and stories since he can remember. Calvin studied English Literature at Vassar before earning his master's in Secondary English Education from Teachers College, Columbia University. He believes in the potential for this college essay writing process to be transformational for students, and loves helping them see and shape their own stories in ways that empower self-knowledge and self confidence and lead to exciting college opportunities. If you're a craft nerd at heart (the kind of person who watches behind-the-scenes footage twice), I hope you'll feel right at home. We hope you enjoy! Play-by-Play: 2:16 – Calvin sets context for the essay and the student who wrote it 3:40 – Calvin reads the essay, "Molding Clay" 9:23 – How did the author come up with her topic? 11:21 – Calvin and Ethan discuss the first paragraph and how it grounds the reader 14:31 – How does the author use insight in her second paragraph to convey details that might not be elsewhere in her application? 18:49 – How do the author's core values guide her metaphors and examples throughout the essay? 20:53 – What is a montage essay and how did the author decide on which parts to include in the final draft? 23:47 – What is the balance between "showing" or "telling" in a college essay? 29:26 – How does the author's unique voice help her stand out? 32:52 – How can students weave in parts of a challenge or narrative into their montage essay? 38:31 – How important is a strong closing paragraph? 42:43 – What are some key concepts from this essay that students can apply to their own writing? 48:31 – Why might students choose to avoid AI in the college essay writing process? 51:40 – Closing thoughts Resources: "Molding Clay" Essay College Essay Guy's Personal Statement Resources College Essay Guy's College Application Hub

director ai identity home craft columbia university uncommon english literature pickett teachers college molding vassar personal storytelling ceg secondary english education

Strait of Hormuz Stalemate Continues, INTC Rally Accelerates & CEG Beats

TD Ameritrade Network

Play Episode Listen Later May 11, 2026 7:44

It's still a stalemate between the U.S. and Iran when it comes to peace talks and reopening the Strait of Hormuz, says Kevin Green. Even as crude oil prices climb Monday morning, so did Intel (INTC) as shares continue to rally on a potential partnership with Apple (AAPL) and hopes of taking market share from TSMC (TSM). KG also talks about Constellation Energy's (CEG) earnings beat and guidance raise.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

iran options beats ios rally strait hormuz kg stalemate sling accelerates strait of hormuz vizio apple aapl kevin green intc constellation energy ceg intel intc market minute

#75 Économie liquide : vos vrais concurrents ne sont plus les autres cabinets | Jérémy Robiolle, Xerfi

Play Episode Listen Later Apr 30, 2026 33:54

Pour contacter RCA de notre part, utilisez ce lien : https://rca.fr/ressources/avec-meg-vous-serez-vraiment-pret-pour-la-facture-electronique/?utm_source=Podcast+CEG&utm_medium=paid-social&utm_content=Podcast&utm_campaign=FEContactez Legit de notre part en cliquant sur ce lien : Ils vous réservent un très bon accueil ! https://www.legit.fr/?utm_medium=podcast&utm_source=ceg&utm_campaign=midroll_podcast_cegLes concurrents des cabinets comptables ne sont plus seulement d'autres cabinets.Banques, éditeurs, plateformes … : ils avancent silencieusement sur le même terrain. Et pendant ce temps, la tenue de compte s'érode.Jérémy Robiolle, directeur associé chez Xerfi, pose un diagnostic sans détour : la profession entre dans une économie liquide, où les frontières sectorielles se dissolvent et où rester dans son périmètre historique revient à choisir une trajectoire de compression des marges.Au menu de cet épisode :Pourquoi se comparer uniquement aux cabinets voisins est devenu une stratégie risquéeComment la facture électronique et l'IA peuvent créer un effet de double peine sur les honorairesLe cabinet “on-stop shop” : ce que signifie concrètement devenir une porte d'entrée à 360° pour ses clients demainLa réglementation protège encore.Mais pour combien de temps, et que faire de ce délai ?Bonne écoute !

#74 Son cabinet boucle sa période fiscale fin mars. Voici comment ! | Nicolas Bollé

The College Essay Guy Podcast: A Practical Guide to College Admissions

Play Episode Listen Later Apr 16, 2026 36:57

Pour contacter RCA de notre part, utilisez ce lien : https://rca.fr/ressources/avec-meg-vous-serez-vraiment-pret-pour-la-facture-electronique/?utm_source=Podcast+CEG&utm_medium=paid-social&utm_content=Podcast&utm_campaign=FEContactez Legit de notre part en cliquant sur ce lien : Ils vous réservent un très bon accueil ! https://www.legit.fr/?utm_medium=podcast&utm_source=ceg&utm_campaign=midroll_podcast_cegTerminer sa période fiscale fin mars. Sans heures supplémentaires. Sans travailler le week-end.Beaucoup de cabinets en rêvent !C'est pourtant le quotidien de Nicolas Bollé, dirigeant d'un cabinet de 14 personnes à Cergy.Pour lui, la surcharge en période fiscale n'est pas une fatalité.C'est une affaire de stratégie, d'organisation.Mais aussi … de renoncements.Dans cet épisode, il explique :Pourquoi chez lui la période fiscale se joue dès le 1er janvier de l'année précédentePourquoi il a sorti plus de 10% de son CA en 2023 en nettoyant son portefeuille clientsComment il transforme sa productivité en levier de conseil mensuel pour ses clientsRésultat, un client lui a récemment confié : “Grâce à toi, cette année, j'ai bien dormi.”En 30 minutes, vous allez voir comment la productivité peut devenir un levier de transformation du modèle du cabinet.Bonne écoute !

mars clients dans expertise bonne cabinet ils visitez beaucoup bilan vente laissez rca chiffres boll fiscale audiomeans boucle portefeuille comptable cergy ceg

706: On Becoming: The Art and Craft of Storytelling (Ep 6: Raspberry Sky) with Wendy Zheutlin

Play Episode Listen Later Apr 14, 2026 50:29

Hi, friends, and welcome back to our series, "On Becoming: The Art and Craft of Personal Storytelling" where we take a close look at personal essays written by real students, talking about why we love them, what makes them work, and how they came to be. In this episode, I had the honor of sitting down with Wendy Zheutlin, who is not only one of my essay coaches but has been a volunteer for the past four years with our Matchlighters Scholars Program. This is the program where we pair high-achieving, low-income students with amazing counselors for 10 hours of free one-on-one support. And if that sounds interesting to you, whether you are a student or a counselor, we'll link in the show notes where you can find out more. This episode is a rare opportunity. Whereas normally we break down essays written by students, this was actually a personal statement written by Wendy herself as part of a course that I led for counselors. So this is her own personal statement, not written for applying to college, and it's one of my favorite essays. We talk about what it was like for Wendy, who doesn't identify as a writer, to write this story, a few techniques she uses to communicate a lot in just a few words, and that ineffable moment when you figure out what a story is about. If you're the kind of person who enjoys seeing how things get made, whether it's a great meal, a film scene, or a piece of writing, I have a feeling you might enjoy this one. Wendy Zheutlin works independently and with CEG as a college essay coach. After earning her BA in psychology from UCSC and her MA in film from Stanford, Wendy went on to work on social issue documentaries in film and TV. While raising her family, Wendy worked in both an elementary school and public library. Open and honest, Wendy builds trust and provides a safe environment in which students can begin a joyful journey of self-reflection and discovery as they write college essays that capture their spirit, their values, their experiences that engage readers. Enjoy. Play-by-Play: 2:04 – What is Wendy's background, and what motivated her to experience the essay process from the "inside out"? 4:27 – Wendy reads her personal statement, "Raspberry Sky." 11:45 – What was the writing process like for Wendy? 15:14 – How can short, factual sentences create a more impactful story? 18:11 – How did reading children's picture books influence Wendy's approach? 19:17 – How does the plum blossom motif serve as a metaphor for new beginnings? 21:58 – How can contrast show the different sides of a hard experience? 26:13 – What did Wendy discover about her story through multiple revisions? 28:31 – Why is subtle humor a useful tool when sharing a difficult experience? 30:21 – How can a writer identify the "orienting moment" or core message of a story? 36:18 – How can parentheticals be used to pack a lot of detail into a short section? 39:48 – What advice does Wendy offer for writing about difficult experiences? 43:27 – How can the process of "meaning making" help both the author and reader discover something new? 44:54 – What does the essay's conclusion reveal about growth? 48:48 – Closing thoughts Resources: "Raspberry Sky" Essay Matchlighters Scholars Program College Essay Guy's Personal Statement Resources College Essay Guy's College Application Hub

tv open storytelling stanford craft raspberry ucsc personal storytelling ceg

Brian Peretti, Symposium Closing Keynote: AI, Cybersecurity, and the Path Forward

CERIAS Security Seminar Podcast

Play Episode Listen Later Apr 8, 2026 73:37

Annual Security Symposium. Visit: https://ceri.as/2026 Artificial intelligence is rapidly transforming both the opportunities and risks within cybersecurity, creating a new landscape that today's students and researchers will soon inherit and shape. This keynote explores how AI is evolving from a supporting tool to a decision-making system, fundamentally changing how cyber threats are created, detected, and managed. It will examine emerging risks such as deepfakes, model manipulation, and systemic dependencies on shared technologies, while also addressing the growing role of regulation and the challenges of governing systems that are powerful yet often opaque. Most importantly, the session will highlight where the greatest opportunities lie—at the intersection of AI, cybersecurity, and policy—and how the next generation of professionals can play a defining role in building secure, resilient, and trustworthy systems for the future. About the speaker: Brian J. Peretti is a career member of the Senior Executive Service at the United States Department of the Treasury. In his final position, he served as Treasury's Chief Technology Officer and Deputy Chief Artificial Intelligence (AI) Officer in the Office of Chief Information Officer.As Treasury's Chief Technology Officer, Mr. Peretti establishes, leads, and manages a comprehensive, multi-year strategic and long-range planning process that promotes the vision for IT and ensures consistent progress toward accomplishing the CIO's vision, while identifying and leveraging common technology solutions to support business processes and work methods and/or to improve effectiveness of current technologies while also developing appropriate policy for emerging technology such as Artificial Intelligence, Machine Learning, Biometrics and Quantum Computing. As Treasury's Deputy Chief AI Officer, Mr. Peretti supported Treasury's Chief AI Officer in advancing the Department's deployment of this emerging technology. In this capacity, he oversaw the publication of Treasury's report, Managing Artificial Intelligence-Specific Cybersecurity Risks in the Financial Services Sector, and directed the subsequent lines of effort. Additionally, serving in this position has seen him designated as the Executive Officer for the Department's AI Governance Board as well as the Department's representative to the Office of the Director of National Intelligence's CAIO Council. In addition, Mr. Peretti leads the development of domestic and international operational resilience policy, including cyber, as part of Treasury's Sector Risk Management Agency responsibility for the financial services sector. In this role, he spearheads Treasury's efforts to increase multi-directional sharing of cyber threat and vulnerability information. He also serves as the United States's designated subject matter expert at the Group of 7 Cyber Expert Group (G-7 CEG). Mr. Peretti has served at the Treasury for over 22 years with increasing levels of responsibility, including being named the Senior Career Official Executing the Duties of the Assistant Secretary for Financial Institutions during the transition from the Obama to the Trump Administration. Based on his expertise in critical infrastructure protection and operational resilience, he was detailed to the Department of Homeland Security, Cybersecurity and Infrastructure Security Agency's National Risk Management Center during the intial response to the COVID-19 pandemic and served as the first Senior Advisor for Security and the Economy. He also speadheaded DHS response to the SolarWinds cyber incident. A sought-after speaker and presenter, Mr. Peretti has been the recipient of numerous awards and honors throughout his career. Most recently, he received the 12th Annual Billington CyberSecurity Leadership Award at the 2023 Annual Billington CyberSecurity Summit. Prior to joining the Treasury, Mr. Peretti was an associate in Shook, Hardy & Bacon's Corporate Banking and Finance Section in Washington, D.C., and was the General Counsel for the Wright Patman Congressional Federal Credit Union. He has authored numerous publications related to financial sector operations, including payment systems. Mr. Peretti received his bachelor's degree from Rider University (cum laude) in 1989, and his law degree from American University's Washington College of Law (cum laude) in 1992.

Competitive Edge Genetics Sire Preview

EmpowerU

Play Episode Listen Later Apr 6, 2026 29:25

As breeding season is coming to a start, Raymond Gonnet has decided to go through his semen offering while being on his routes this month. This is beneficial to anyone who has interest in his sires. From the background of the bulls, to mating decisions and how to utilize them, to story's on how he acquired them. If you haven't looked at CEG's site directory you need to. There is many different opportunities for you to utilize on your cow base. Be sure to listen in! Empowerment Is Here. Website Link

genetics competitive edge sire ceg

#73 Taxe foncière : la mission rentable que les cabinets laissent filer | Dorine Bastianelli, JustaxX

The College Essay Guy Podcast: A Practical Guide to College Admissions

Play Episode Listen Later Apr 2, 2026 31:06

Pour contacter RCA de notre part, utilisez ce lien : https://rca.fr/ressources/avec-meg-vous-serez-vraiment-pret-pour-la-facture-electronique/?utm_source=Podcast+CEG&utm_medium=paid-social&utm_content=Podcast&utm_campaign=FEContactez Legit de notre part en cliquant sur ce lien : Ils vous réservent un très bon accueil ! https://www.legit.fr/?utm_medium=podcast&utm_source=ceg&utm_campaign=midroll_podcast_cegUne entreprise sur 3 paie trop de taxe foncière … et la mission vous échappe.La taxe foncière est mal déclarée. Pas par l'État : par les entreprises elles-mêmes.Résultat : 1 dossier sur 3 peut générer un gain.Et pourtant, les cabinets ne s'en occupent pas.Pendant ce temps : des cabinets spécialisés construisent des business à +20% de croissance annuelle et captent une mission déjà présente dans vos portefeuilles.Dorine Bastianelli, cofondatrice de JustaxX et ancienne contrôleuse des finances publiques, connaît le sujet de l'intérieur.Son constat est simple :Ce n'est pas un problème de compétence, c'est un angle mort.Dans cet épisode, vous allez comprendre :Pourquoi cette mission est déjà dans votre portefeuille (sans prospection)Comment auditer un dossier en 10 minutes, sans solliciter l'administrationPourquoi c'est une des rares missions où le client est content de payerEt surtout : pourquoi ne rien faire est le vrai risqueCar finalement cet épisode pose une vraie question : à qui appartient le conseil fiscal de votre client ? à vous, ou à quelqu'un d'autre ?Bonne écoute !Nous sommes le CEG : le think tank des experts-comptables de demain.Ici on échange, on essaie, on ose !Suivez-nous pour ne rien rater !Vous voulez en savoir plus sur le CEG et nous rejoindre ?Une seule adresse : contact@experts-en-gestion.fr

705: On Becoming: The Art and Craft of Storytelling (Ep 5: The Stains on My Baseball Pants) with Kaila Barber

Play Episode Listen Later Mar 31, 2026 42:12

Show Notes: Hi, friends, and welcome back to our series, On Becoming: The Art and Craft of Personal Storytelling. In this series, we take a close look at personal essays written by real students, talking about why we love them, what makes them work, and how they came to be. In this episode, we break down an essay on… wait for it… baseball. Wait, what? But Ethan, I thought writing about a common topic was a fast track to blending in. And yes—in many cases, it can be. But this essay offers a great example of how a familiar topic can become something more layered, specific, and personal. To dig into how that happens, I'm joined by Kaila Barber: essay coach at CEG, Associate Director of 1-on-1 Coaching, and professional track star. Together, we explore how to stand out with a common topic, how to weave in challenge without letting it take over the story, and one specific technique for crafting a strong, memorable ending. If you're the kind of person who enjoys seeing how things get made, whether it's a great meal, a film scene, or a piece of writing, I have a feeling you'll enjoy this one. Kaila Barber has been helping students prepare for college in various capacities since 2018. After graduating from the University of Notre Dame with a master's degree in Global Health, a bachelor's degree in PreProfessional Science, and a minor in Education, Schooling, and Society, Kaila decided to serve her local school district as an educational assistant. For two years, she worked closely with students who had learning differences, tailoring lesson plans and materials to better suit the needs of her students. Kaila enjoys walking side-by-side with students, guiding them through their memories and insights, while they discover new ways to make meaning from their lives that can be highlighted in creative and compelling essays. We hope you enjoy. Play-by-Play: 2:07 – Who is the student behind the essay, and what made his approach to a sports topic stand out? 4:44 – Kaila reads the essay we're calling, "The Stains on My Baseball Pants" 8:40 – What stands out about the essay's use of showing vs. telling? 10:27 – How did the essay evolve from a baseball topic into a montage centered on stains? 12:56 – How does the essay incorporate themes of identity and belonging without making them the central focus? 15:38 – How were the different "stains" chosen to represent key parts of the student's story? 19:52 – What does the kimbap stain reveal about family, culture, and leadership? 22:00 – What does the dirt stain reveal about growth, belonging, and identity? 26:57 – What new role or identity is revealed through the eye black blotch paragraph? 31:51 – What does the "parents' pilot" metaphor reveal about the student's role in his family? 36:20 – How does the ending bring the theme of "stains" back while highlighting community and belonging? 40:15 – What does Kaila hope students take away from the essay writing process? 41:31 – Closing thoughts Resources: "The Stains on My Baseball Pants" Essay College Essay Guy's Personal Statement Resources College Essay Guy's College Application Hub

university education coaching society storytelling baseball notre dame craft pants barbers associate director global health schooling stains personal storytelling ceg

#72 Quand la banque s'invite dans les logiciels : quel nouveau rôle pour les cabinets ? | Nicolas Benady, Swan

Play Episode Listen Later Mar 19, 2026 27:46

Pour contacter SILAE de notre part, utilisez ce lien : https://bit.ly/DSN-de-susbtitution-2026Contactez Dan Amar de ACD de notre part à l'adresse d.amar@acd-groupe.fr, vous serez bien reçu !La banque est en train de sortir… de la banque.Et ce mouvement pourrait redistribuer les rôles dans la relation cabinets- logiciels-clients.Aujourd'hui nous recevons Nicolas Benady, co-fondateur de la fintech Swan.Swan déploie des services bancaires directement à l'intérieur des logiciels de gestion, en marque blanche.Objectif : simplifier le parcours utilisateur.C'est ce qu'on appelle la “finance intégrée” (embedded finance), qui se généralise à l'ensemble du monde du logiciel.Rapidement, Swan s'est imposée comme l'une des infrastructures bancaires “invisibles” les plus utilisées en Europe :140 000 entreprises utilisatrices12 000 comptes ouverts/mois via des logiciels partenaires30 milliards d'euros de paiement par an.Avec Nicolas, on aborde :Les services bancaires intégrés en question : paiements, encaissements, cartes de dépensesLes impacts sur le métier d'expert-comptable : automatisation du lettrage, réduction des tâches répétitives …Le repositionnement potentiel du cabinet que cela induit dans l'écosystème client/logiciel/banqueLe business model et la vision du partage de la valeur avec les éditeurs (et les cabinets ?)Les enjeux de cybersécurité et de lutte anti-fraude : tentatives de phishing, fraude au président …« Les experts-comptables connaissent extrêmement bien les entreprises. Ils pourraient demain devenir un réseau de distribution de services bancaires », nous explique-t-il.Une transformation silencieuse … mais potentiellement majeure pour la profession.Bonne écoute.Nous sommes le CEG : le think tank des experts-comptables de demain.Ici on échange, on essaie, on ose !Suivez-nous pour ne rien rater !Vous voulez en savoir plus sur le CEG et nous rejoindre ?Une seule adresse : contact@experts-en-gestion.fr

#71 Doubler de taille d'ici 2030 sans lever de fonds : le choix d'ACOFI | Cyril Deschênes

The College Essay Guy Podcast: A Practical Guide to College Admissions

Play Episode Listen Later Mar 5, 2026 33:26

Pour contacter SILAE de notre part, utilisez ce lien : https://bit.ly/DSN-de-susbtitution-2026Contactez Dan Amar de ACD de notre part à l'adresse d.amar@acd-groupe.fr, vous serez bien reçu !Doubler de taille d'ici 2030 sans lever de fonds : le choix d'ACOFILes fonds d'investissement s'installent dans la profession.Et cela pose une vraie question :Peut-on désormais grandir sans leur aide ?Dans cet épisode, Cyril Deschênes, expert-comptable associé chez ACOFI (150 collaborateurs, 7 implantations, bientôt 8), explique pourquoi son cabinet a décidé de doubler de taille d'ici 2030… sans faire entrer de fonds au capital.Un choix réfléchi, assumé, structuré.Au fil de l'échange, il partage sa lecture de la financiarisation :Pourquoi la relation humaine - avec les clients et les équipes - est selon lui la grande oubliée du débatPourquoi le temps long reste la vraie boussole d'un projet de cabinetPourquoi l'expert-comptable doit rester un entrepreneur face à ses clientsEt pourquoi la souveraineté des données devient un sujet stratégiqueMais surtout, il détaille la trajectoire ACOFI :Financer une croissance ambitieuse sans dilutionDévelopper de nouveaux services (assurance, ingénierie patrimoniale, financement, bilan carbone…)Embarquer les équipes dans un projet d'ETI indépendanteCyril le dit sans ambages :On ne construit pas un cabinet sur un phénomène de mode, ni “à coup de posts LinkedIn”.Sa vision tranchée a le mérite d'aider chaque dirigeant de cabinet à se poser cette question :Quel est mon horizon ?Bonne écoute !Nous sommes le CEG : le think tank des experts-comptables de demain.Ici on échange, on essaie, on ose !Suivez-nous pour ne rien rater !Vous voulez en savoir plus sur le CEG et nous rejoindre ?Une seule adresse : contact@experts-en-gestion.fr

703: On Becoming: The Art and Craft of Personal Storytelling (Ep 3: The Pilgrim and The CEO) with Jane Longley

Play Episode Listen Later Mar 3, 2026 67:04

Welcome back to the College Essay Guy podcast and our series On Becoming: The Art and Craft of Personal Storytelling. I'm one of your cohosts, Tom Campbell, former Pomona and Holy Cross admissions officer, turned essay coach and college counselor. In this series, we look at real personal statements from real students: what choices were made, what was revised, and why it works. For this episode, we sit down with Jane Longley, one of our amazing essay coaches here at CEG, to unpack an essay that one of her student wrote titled "The Pilgrim and The CEO." It tells the story of two challenging yet rewarding experiences central to one student's identity and growth: hiking the Camino and starting her own skincare line. They seem like wildly different journeys in that bite-sized, one sentence description, but as you'll see from the essay, they're anything but disparate. This essay, which seamlessly tells two stories in tandem, is a masterclass on balance. Which is really what college essays are all about. On one side, they should genuinely reflect the student — their voice, their lived experiences, the moments that have shaped how they see the world. On the other, they need to do some real work: helping an admissions reader understand the student's character, values, and potential, and making it easier to advocate for them in committee. We'll walk through key excerpts, unpack the strategic decisions behind them, and share practical insights for counselors, teachers, and anyone guiding students through the writing process. Jane Longley has been an essay coach for eight years. She graduated from Oxford University with a degree in Modern Languages and spent ten years teaching in the UK before moving to Nicaragua, where she has lived for more than two decades. Along the way, Jane trained in Person-centred Therapeutic Counselling and Boarding Education — experiences that inform how she works with students today. As an essay coach, she focuses on helping students clarify their ideas, identify meaningful through-lines in their experiences, and find language that feels precise and authentic. And we, for one, are so glad she's come to share her expertise and her calming British accent with you all. We hope you enjoy the episode. Play-by-Play: 2:18 – What is Jane's background in essay coaching? 4:54 – Jane shares context for the essay and what it was like working with the student who wrote it 8:47 – In what ways can brainstorming exercises uncover unexpected topic ideas? 9:49 – How does the values exercise serve as the foundation for an essay? 15:06 – What other brainstorming tools helped shape the student's direction? 18:05 – How did the student's early topic ideas transform into a final product? 21:42 – What influenced the essay's final structure? 29:40 – Jane reads the essay, "The Pilgrim and The CEO" 34:16 – Tom shares his initial thoughts on the essay 35:46 – Jane shares how the author developed the two narratives in the introduction 39:07 – How did the student decide what essential context about the Camino needed to stay? 41:39 – How did authenticity shape the student's decision to include moments of unpreparedness? 44:34 – How did the student identify the specific, vivid details that brought each journey to life? 51:53 – How did collaboration become a central theme across both journeys? 55:20 – How did the student's honest reaction at the end of the Camino strengthen the essay? 59:30 – How does the tone shift from collaboration to appreciation in the final paragraphs? 1:00:53 – How can students revisit the same experience across essays without repeating themselves? 1:03:52 – Closing thoughts Resources: "The Pilgrim and the CEO" Essay The Values Exercise The Roles and Identities Exercise The 21 Details Exercise The Essence Objects Exercise College Essay Guy's Personal Statement Resources College Essay Guy's College Application Hub

ceo uk british craft camino pilgrims nicaragua oxford university holy cross pomona modern languages tom campbell longley personal storytelling ceg college essay guy

TDI Podcast: The Perfect Portfolio (#960)

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Feb 15, 2026 59:44

Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals. Cullen's primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services. Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times. His latest book is YOUR PERFECT PORTFOLIO: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies . In that, Roche draws on two decades of experience building investment firms and advising clients to help readers discover the strategy that fits their goals Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

world growth investing barack obama finance wall street journal bloomberg cnbc stocks business insider financial times ramsey nxt roche merrill lynch laporte cramer dvorak twit investment news tdi know about money ssrn intc 500mm ceg uec curzio discipline funds pragmatic capitalism

"Your Financial Future" with Nick Colarossi of NJC Investments 02/14/2026

Play Episode Listen Later Feb 14, 2026 59:50

We introduce you to a new ETF that combines AI Companies with Power Generating Companies focused on Data Centers and AI. We review top REIT ideas for 2026 from Barron's Magazine. We review the stellar results so far from Earnings Season from FactSet. We also tell you why the PE Ratio on the S&P is falling and why stocks may not be overvalued right now.

ai magazine investments etf barron data centers financial future reit nvda earnings season pwr factset duk ceg pe ratio avgo eog

Mercado ajusta expectativas após frustração com preços dos leilões de potência I comece seu dia

Podcasts epbr

Play Episode Listen Later Feb 11, 2026 3:58

NESTA EDIÇÃO. As reações ao avanço dos trâmites para os leilões de reserva de capacidade. Governo do Rio vai relicitar as concessões de gás da CEG e CEG Rio. P-79 chega ao campo de Búzios. Congresso interrompe análise do acordo Mercosul-União Europeia. ***Locução gerada por IA

rio ia mercado expectativas governo congresso europeia comece frustra leil ajusta locu ceg

Índia passa a ser segundo maior mercado para exportações de petróleo brasileiras I comece seu dia

Podcasts epbr

Play Episode Listen Later Feb 9, 2026 3:13

NESTA EDIÇÃO. Cresce a importância da Índia na venda de petróleo do Brasil no mercado internacional. Ibama multa Petrobras por vazamento na Foz do Amazonas. Alerj cria CPI para investigar renovação das concessões da CEG e CEG Rio. Governo lança chamada de inovação com R$ 500 milhões para transição energética. ***Locução gerada por IA

brasil ia segundo mercado maior petr cpi governo amazonas passa ndia comece cresce brasileiras petrobras foz exporta locu ibama ceg

TDI Podcast: Urgent Stock Trends (#958)

×ž×¤×ª ×”×—×•× - ×’×™× × ×ª×Ÿ

Play Episode Listen Later Feb 1, 2026 66:50

The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

investing barack obama stock bloomberg fed cnbc stocks ramsey urgent nxt laporte cramer dvorak twit jim cramer fox business news thestreet mad money tdi hulbert intc cnn radio ceg uec curzio wall street unplugged

Petrobras tem reservas para manter produção até 2038 I comece seu dia

Podcasts epbr

Play Episode Listen Later Jan 29, 2026 3:44

NESTA EDIÇÃO. Reservas provadas da Petrobras crescem em 2025. Estatal amplia acordo de venda de petróleo para a Índia. Agenersa debate renovação da CEG e CEG Rio. Incerteza sobre Angra 3 gera desperdício de R$ 2 bilhões. Programa Eco Invest Brasil mobiliza R$ 34 bilhões para transição energética. ***Locução gerada por IA

ia produ manter comece petrobras estatal reservas incerteza angra locu ceg

Bancos encienden el cierre de semana, tech en rally y la “guerra” por energía para IA

WALL STREET COLADA

Play Episode Listen Later Jan 16, 2026 4:46

SUMMARY DEL SHOW Los futuros suben este viernes con apoyo de buenos resultados bancarios y momentum en growth: $SPX +0.42%, $US100 +0.56% y $INDU +0.21%. La Casa Blanca busca acelerar plantas eléctricas para data centers de IA con contratos a 15 años en PJM; posibles ganadores: $VST, $CEG y $NRG. Noticias corporativas: $LCID apunta a producción completa en Arabia Saudita en 2026 y $BA reduce riesgo laboral con acuerdo provisional en Wichita.

tech rally ia semana noticias energ la guerra cierre wichita bancos arabia saudita la casa blanca nrg vst spx indu pjm ceg lcid

05.12.2025 | אחד ביום – תמצית יומית על כל מה שזז בעולם הכלכלה

Play Episode Listen Later Dec 5, 2025 24:02

בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.נושאים :1. הבנה שירידות בשוק זה פיצ׳ר ולא באג2. ⁠תזה השקעתית לעשור קדימהזו מפת “האקו־סיסטם של AI→Energy”.יצרני חשמל: VST, CEG, NRG • גרעין: GEV, CEG, SMR, OKLO, CCJ • גז ותשתית: EQT, AR, ET, WMB • גנרטורים: CAT, CMI, GNRC • ציוד חשמלי: ETN, HUBB, POWL, PWR • קירור: VRT, nVent • בנייה: MTZ, EMCOR • אחסון אנרגיה: AES, FLNC, BE • מתכות: FCX • סולאר: FSLR • Power Semis: TXN, ONנתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לפתיחת חשבון מסחר במיטב:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://landing.meitav.co.il/he-IL/landing/trade/tradeleads?utm_source=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9F&utm_medium=%D7%92%D7%99%D7%90+%D7%A0%D7%AA%D7%9F⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאינסטגרם שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/guynatan9/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאתר שלי:https://www.guynatan.com/

cat aes smr cmi vst d7 hubb ceg mtz wmb

CEG's Nuclear Plans Amid Rising Electricity Demand

TD Ameritrade Network

Play Episode Listen Later Nov 7, 2025 7:45

CFRA's Daniel Rich says Constellation Energy's (CEG) latest earnings pointed to an "okay quarter." On the positive side, he highlights the company's guidance staying in the midpoint range and says overall core trends are very much still intact. Daniel explains his firm's bullish position heading into the report, including a potential bipartisan support for expansion into nuclear energy output. He cites big tech deals with Microsoft (MSFT) and Meta Platforms (META) as indicative of continued demand for electricity solutions.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

rising ios amid nuclear electricity sling vizio constellation energy microsoft msft ceg cfra market minute daniel rich meta platforms meta

TDI Podcast: DiMartino Booth Says What?(#944)

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Oct 26, 2025 59:45

It's time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)

united states ceo new york university texas college ms investing barack obama finance mba journalism san antonio fox news columbia university bloomberg fed advisor cnbc stocks federal reserve booth ramsey amd credit suisse qi international business yahoo finance donaldson laporte federal reserve bank cramer bba quill dvorak twit smr fox business news amzn goog lufkin tdi gld dimartino danielle dimartino booth bnn bloomberg bloomberg view gev ceg orcl jenrette quill intelligence curzio fed up an insider btcusd richard w fisher

"Your Financial Future" with Nick Colarossi of NJC Investments 10/25/2025

Play Episode Listen Later Oct 25, 2025 59:50

We explore investments in companies that are now powering the AI Revolution, including a brand-new ETF in that space. Is Quantum Computing the next AI? We review top Quantum Computing Stocks and an ETF with big market returns year to date. We also review a top Mid-Cap Mutual Fund, The Frank Value Fund, which is currently beating the S&P, while arguably taking less risk.

ai investments ibm etf financial future ai revolution nvda vst nflx ceg qtum

Congo-Brazzaville: de moins en moins de mariages coutumiers célébrés à domicile

Reportage Afrique

Play Episode Listen Later Oct 12, 2025 2:13

Au Congo-Brazzaville, le mariage coutumier n'est plus tout à fait ce qu'il était. Jadis célébré au domicile du père de la mariée, il se déroule désormais à Brazzaville, dans des salles louées spécialement ou dans les cours de certaines mairies. Une transformation qui n'est pas bien vue par tout le monde. Les parents de la mariée sont assis sur la droite et ceux du mari à gauche. La famille a loué cet espace situé derrière le CEG de la Liberté, dans le sixième arrondissement de Brazzaville, spécialement pour le mariage. L'ambiance a atteint son plus haut niveau quand la future épouse a fait son entrée en compagnie de jeunes danseuses, habillées en pagnes. William est loin d'apprécier cette tendance à la location de salles pour les mariages traditionnels au Congo-Brazzaville : « Les raisons sont très négatives, parce que là, nous perdons nos repères habituels, selon nos traditions, nos coutumes. Il y a beaucoup d'influence au niveau de la religion. Du coup, les coutumes commencent à perdre leur valeur. Nous déplorons ce comportement. Nous sommes des Bantous. » L'exiguïté des parcelles parentales et les difficultés liées aux voies d'accès sont d'autres raisons avancées. Mais elles sont loin de convaincre Julia, jeune femme de 29 ans. Pour elle, aucun lieu ne bénit plus le mariage que la maison des parents. « Personnellement, je ne soutiens pas trop cet avis d'aller se faire doter dans une salle louée, parce qu'aller se marier chez son père est une grande bénédiction. Donc, aller dans une salle de fête, peut-être pour le m'as-tu-vu, ça ne fait pas beau, selon moi », argumente-t-elle. La location d'une salle, un « surcoût important pour les mariés » Animateur de cérémonies coutumières, Sylver Bourangon, estime, lui, que la location de ces lieux se fait à des prix excessifs et représente un surcoût trop important pour les mariés : « Ces espaces ne sont pas nos villages, nos maisons, nos adresses personnelles. Ce sont des endroits en location. Étant des endroits en location, cela donne un coût de surplus sur la gibecière ou la bourse qu'a préparée le futur marié. L'espace que vous louez peut atteindre 300 000 francs CFA, soit 450 euros. Il peut y en avoir à 250 000 francs CFA, soit 381 euros par jour. On vous limite parfois des heures, parce qu'après vous, il y aurait d'autres activités qui vont s'y dérouler. » Selon le code la famille congolaise, le coût de la dot est fixé à 50 000 francs CFA, soit l'équivalent de 76 euros. Mais, d'après plusieurs témoignages concordants, les beaux-parents demandent largement plus que ce montant. À lire aussiCongo-Brazzaville: l'explosion du prix de la dot

ces libert selon moins cfa donc domicile animateur personnellement mariages brazzaville congo brazzaville jadis ceg

Play Episode Listen Later Oct 9, 2025 31:06

Day 8 of the Government Shutdown - did you expect record highs in the stock market? Because that's what's happening! What can stop this? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

ai smart alpha risks hood shutdowns regrets goldman sachs crushing nasdaq earnings amd government shutdown bull market nvda ccj wmt ceg crwd fcx

Play Episode Listen Later Oct 8, 2025 44:58

A complete look at my work on my portfolio yesterday including a look at the August, September and October Daily Stock Pick watch lists. Where are the opportunities in this market and why I am not leaving money in cash! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

ai strategy gold crypto app stock poet nuclear highs etf amd surges bull market pullback josh brown unh iren ura ccj nflx market power pltr ceg nlr orcl urnm

The College Essay Guy Podcast: A Practical Guide to College Admissions

Play Episode Listen Later Oct 6, 2025 43:13

Did you buy $AMD like I did? and the lessons from Peter Lynch should be pasted on your forehead Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

apple lessons energy market investing tesla legendary stock openai dal etf amd pep surges nee amazon prime day catalysts nvda peter lynch aapl vst bep mstr ceg tln adbe xlk

616: Authoring Your Life: Why the Personal Statement Is About (Much) More Than Getting into College

Play Episode Listen Later Sep 30, 2025 76:51

In today's episode, I'm joined by my long-time colleague, and our Chief People Officer here at CEG, Sandy Longworth. Sandy has worked as a therapist, a researcher, college counselor — among other things — and has spent years studying the role that narrative storytelling plays in how teens develop their identities. Important note: While Sandy trained as a therapist, and we do talk a lot about therapy in our conversation, I want to make clear that I do not hold that college counseling and essay coaching — or what we do at College Essay Guy — to be therapy. It isn't. As college counselors and essay coaches — and I'm speaking about us as a profession here — we help students discover the skills, qualities, values, and interests they'll bring to a college campus… and then express those parts of themselves in writing. Having said that, when I was first introduced to Narrative Therapy in 2012, I was struck by how some of its techniques — like reframing, for instance, which involves finding alternate perspectives on a set of events, something sometimes called “re-storying” — overlap with some of the things that happen in essay coaching sessions… and that's the territory Sandy and I explore in this conversation. In this episode, Sandy and I get into: How adolescence is a key time for identity development, how this process unfolds and why it's so significant for personal statements What is narrative identity theory and how do our stories shape who we think we are and can be? How can narrative therapy techniques help students develop and showcase these qualities? What are some narrative therapy exercises students can use to reflect on their experiences and write authentically? And more Sandy Longworth is a proud first-generation college graduate of the University of Wisconsin-Madison who earned her M.S. in Marriage and Family Therapy from Seattle Pacific University, completed her doctoral coursework in Child and Family Studies from UW-Madison, and completed her School Counseling certificate at Northern Illinois University. There's a little more to her bio, but I'll let her share that with you directly — hope you enjoy. Play-by-Play: 3:05 – Sandy shares her background and some of her roles and identities 9:46 – Why is adolescence such a key time for identity development, and how does that connect to the personal statement? 12:20 – What role does narrative storytelling play in how students think about and develop their identities? 24:26 – How can narrative therapy techniques help students develop and showcase these qualities in their college application? 39:32 – What are some practical ways counselors and students can bring narrative therapy techniques into the personal statement process? 41:34 – Sandy leads Ethan through a narrative exercise 53:41 – Ethan and Sandy share impact and reflections 1:01:16 – How could narrative therapy ideas inform a montage-style essay? 1:10:10 – What does Sandy love about this work? 1:13:32 – What resources are available to learn more about narrative therapy? 1:16:15 – Closing thoughts Resources: The Dulwich Centre The Values Exercise CEG's College Admission Nutrients (aka The Great College Application Test) College Essay Guy's Personal Statement Resources College Essay Guy's College Application Hub

university marriage college child wisconsin madison family therapy chief people officer northern illinois university family studies uw madison authoring seattle pacific university school counseling personal statements narrative therapy college essays identity development ceg college essay guy

Veterinary Innovation Podcast

Play Episode Listen Later Sep 23, 2025 38:23

HUGE Trendspider sale - Don't miss out on learning with 52 training sessions with a product expert! ONCE A WEEK FOR A YEAR! - plus 2 new retail trades that are taking off at the end! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

ai power apple deep wild open stock trades openai nvidia unveiled tt connectivity cien 100b power move vrt iren iag vst tost wdc etn jci alab ceg lrn tln mrvl apld

303 - Dr. Sonya Gordon | Cardiac Education Group

Play Episode Listen Later Sep 18, 2025 20:33

This week, Shawn Wilkie and Dr. Ivan Zak chat with Dr. Sonya G. Gordon, a professor of cardiology at Texas A&M University and member of the Cardiac Education Group. She shares a unique perspective on how AI is transforming veterinary education and clinical practice. Dr. Gordon explains that rather than replacing veterinarians, AI is a tool that enhances efficiency and improves patient care by streamlining medical records and adding precision to diagnostic imaging. She also discusses her work with CEG, the not-for-profit group of board-certified veterinary cardiologists that provides independent clinical recommendations for canine and feline heart disease. The conversation explores how these innovations are making complex tasks more manageable for students and empowering clinicians to work with greater confidence. Dr. Gordon recommends the movie Happy Gilmore 2 for a laugh, as sometimes you just need to be silly and laugh at the end of the day.

ai education happy gilmore cardiac texas a m university ceg ivan zak shawn wilkie

Market Cap Game Show: Planes, Steaks & Automobiles

Rule Breaker Investing

Play Episode Listen Later Sep 17, 2025 67:00

Welcome back to our quarterly Market Cap Game Show! Two past champions—Andy Cross and Yasser El-Shimy—take the stage to test their market-cap mettle (and yours) across ten public companies, vying for a spot in the 2026 March Market Cap Madness World Championships. From tech titans and international hotel brands to down home Texas fare and online car shopping, the matchups run from familiar to delightfully unexpected—plus plenty of banter. Can you outscore Andy, Yasser, or both? Play along, challenge your market cap intuition, and discover the surprising values of companies you know and love (and maybe a few you've never heard of!). Companies mentioned: ASR, CARG, CEG, CME, GOOG, LKQ, MAR, NXP, PGR, TXRH Sign up for The Motley Fool's Breakfast News here: ⁠www.fool.com/breakfastnews⁠ Order David's Rule Breaker Investing book here: ⁠https://www.amazon.com/gp/product/1804091219/ Host: David Gardner Guests: Andy Cross, Yasser El-Shimy Producers: Bart Shannon, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

texas companies planes steak game shows automobiles cme motley fool market cap pgr asr goog yasser nxp ceg carg lkq andy cross

The College Essay Guy Podcast: A Practical Guide to College Admissions

Play Episode Listen Later Sep 5, 2025 36:12

Are we back to a "bad news is good news" market? That's not a good thing. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

614: 13 Mistakes High School Students Make When Creating Their College List

Play Episode Listen Later Sep 3, 2025 56:23

Welcome back to the podcast. It's September, which means many students are building the list of colleges they're applying to. Today I'm joined by New York Times Bestselling Author, Harlan Cohen, who walks us through his 13 most common mistakes students make when they're creating their college list. We cover, among other things: The importance of shifting from what “they” want… to what you want The problem with rankings The importance of doing “future math” Why treating college as a one-year experiment can lower the stakes And more Harlan Cohen is the New York Times bestselling author of The Naked Roommate: And 107 Other Issues You Might Run Into In College and six other titles (over 1 million copies in print). His social media accounts have over 1.5 million followers and he hosts a popular podcast. He is the founder of Best First Year, a college success coaching program for students and parents. Harlan lives in Chicago, Illinois with his wife and three children. Harlan also has a wonderful college readiness and success program called Best First Year. His coaching guides parents and students from college search all the way through the first year on campus. You can use code CEG for a nice little discount. We hope you enjoy. Play-by-Play: 3:12 – Understanding the importance of college choices 5:54 – Mistake #1: Focus on being wanted 12:12 – Mistake #2: Start with rankings 16:45 – Mistake #3: Let scarcity and fear guide you. 19:56 – Mistake #4: Make this about the rest of your life. 23: 11 – Mistake #5: Don't have a plan (SEPFA). 27:21 – Mistake #6: Expect instant access to clubs and activities. 34:01 – Mistake #7: Don't look for merit aid and financial aid. 38:21 – Mistake #8: Don't do future math. 41:26 – Mistake #9: Don't talk to current students on campus. 44:02 – Mistake #10: Want to impress friends and family. 46:06 – Mistake #11: Don't visit at the best time. 47:01 – Mistake #12: Follow friends and significant others to campus. 47:54 – Mistake #13: Assume everyone graduates (nope). 54:38 – What does Harlan hope students and families will keep in mind as they go through this process? Resources: Harlan Cohen's Best First Year (enter the code “CEG” for a discount) CEG Podcast Episode 207: 17 Things to Do Before Going to College CEG Podcast Episode 109: How to Figure Out Which School is Right for You CEG Podcast Episode 121: Which Schools Are the Most Generous With Financial Aid? (US Version) Murphyjitsu: an Inner Simulator algorithm College Essay Guy's Personal Statement Resources College Essay Guy's College Application Hub

chicago new york times mistakes focus illinois assume new york times best selling author high school students college planning ceg college affordability college list harlan cohen college essay guy

FORward Radio program archives

Play Episode Listen Later Sep 3, 2025 38:27

Alpha Picks Scalping and did you "buy the dip"? Don't miss the Trendspider sale - up to 52 training sessions per year - learn with weekly 1-1 zoom sessions. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE BIG - HUGE LABOR DAY SALE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM OR TRY IT for $7 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Sustainability Now! | Stephen Bartlett | Sustainable Agriculture Louisville | 8-4-25

Play Episode Listen Later Aug 4, 2025 58:07

This week, your Sustainability Now! host, Justin Mog, puts on his overalls and gets in the fields with Stephen Bartlett, director of one of Forward Radio's proud Community Partners, Sustainable Agriculture Louisville (SAL). Tune in for an update on SAL's work cultivating community around Native American “Three-Sisters” plots of corn, squash, and beans. In addition to SAL's annual plot out at Barr Farms in Breckinridge County, Stephen helped plant a full one-acre plot at the Common Earth Garden Incubator farm as a "Social Enterprise" and introduced a cohort of young agriculturalist aspirants with KSU to the fun of planting the field. CEG plans to use the crops to market them for some income to keep our programs going, despite being "DOGE'ed" and having significant funding discontinued and likely grants cancelled because of anti-DEI measures. Fortunately SAL has funding to continue working to support urban and peri-urban farmers in expanding their production, and marketing of crops including very promising medicinal species favored by Asian and African growers. SAL is accompanying increased local production and dissemination of knowledge about medicinal and high nutrition plants. They are working to increase land access for subsistence food production and building community resilience through expanded localized agriculture with intercultural linguistic justice and trauma-informed organizing. Learn more and support the work at https://salouisville.org  As always, our feature is followed by your community action calendar for the week, so get your calendars out and get ready to take action for sustainability NOW! Sustainability Now! is hosted by Dr. Justin Mog and airs on Forward Radio, 106.5fm, WFMP-LP Louisville, every Monday at 6pm and repeats Tuesdays at 12am and 10am. Find us at https://forwardradio.org The music in this podcast is courtesy of the local band Appalatin and is used by permission. Explore their delightful music at https://appalatin.com

explore african asian sustainability louisville dei doge social enterprise sustainable agriculture ksu community partners ceg stephen bartlett forward radio sustainability now

TDI Podcast: Telemetry Hedging (#932)

Play Episode Listen Later Aug 3, 2025 66:05

F1 Racing and the markets. Earnings, economics and the Fed. The casino - zero date options. Thomas Thornton, Hedge Fund Telemetry is this week's guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay Updated Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)

investing barack obama formula bloomberg fed cnbc stocks wing ramsey earnings laporte cramer hedging dvorak twit smr nvda msft telemetry f1 racing tdi ceg curzio hedge fund telemetry thomas thornton

AI, Superman, and Solar's Kryptonite

Motley Fool Money

Play Episode Listen Later Jul 11, 2025 42:01

Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

TDI Podcast: Industrial Digitization (#928)

Play Episode Listen Later Jul 6, 2025 60:31

Jobs Job Jobs - not too hot, not too cold. VIX – under 17 – a contra-signal? The KRI (Key) seems to thing so – overbought at a +5 Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Follow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human's Survival Guide to Profiting in the Age of Automation. He's also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles. John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State. Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week - (ABNB), (UBER), (AAPL), (SMR), (OKLO), (CEG), (TSLA), (AMZN), (WMT)

america spotify google future debate overrated alphabet antitrust historical context global perspectives meli msft aapl international expansion googl mth endphase ceg

Play Episode Listen Later Jun 4, 2025 43:53

Are we going to all time highs? Comment below. ⁠⁠⁠⁠SAVE ON TRENDSPIDER ⁠⁠⁠⁠

apple eat substack spacex breakouts index funds hpe small cap josh brown nvda msft seeking alpha garp voo stock picks mfc nflx qqq rcl apple notes sfm ceg avgo crwd fnma xlk agx

NewsWare's Trade Talk: Tuesday, June 3

NewsWare‘s Trade Talk

Play Episode Listen Later Jun 3, 2025 18:06

S&P Futures are displaying weakness this morning on renewed concerns over global trade. The Trump administration is asking countries to provide their best offer on trade negotiations by Wednesday June 4th. While agreements are reportedly close, the uncertainty surrounding the outcome of these talks is weighing on market sentiment. The world economy is expected to slow this year, with growth projected at 2.9% in both 2025 and 2026, down from 3.3% last year, according to the OECD. CEG is higher this morning after META signs a 20yr power contract. On the economic front, Factory Orders and the JOLT's report are due out today. After the bell today, CRWD, HPE, GWRE and HQY are scheduled to release earnings.

donald trump oecd trade talk jolt hpe talk tuesday ceg crwd

META & CEG Deal Shows "We Need" More Energy for A.I.

TD Ameritrade Network

Play Episode Listen Later Jun 3, 2025 10:20

"We've got to get more nuclear going," argues LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy's (CEG) deal with Meta Platforms (META) as a big win for the Mag 7 giant. Landon sees the company using that extra power to fuel its abundance of A.I. products. Despite the high price tag, Landon makes the case that "you have to be aggressive" when it comes to A.I. spend.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

energy ios sling vizio constellation energy ceg market minute meta platforms meta likefolio

155. May 2025 Mailbag

The Smattering

Play Episode Listen Later May 28, 2025 52:44

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more. 01:43 Addressing Criticisms and Mailbag Introduction02:28 Comparing Google and America03:49 Political Parallels and Alphabet's Strengths06:41 The Future of Alphabet and AI11:02 Antitrust and Alphabet's Potential Breakup14:42 Hypothetical Scenarios and Market Stability20:03 Historical Context and International Relations27:15 Global Perspectives on American Capital29:53 Debate on Endphase and Solar Industry38:58 International Expansion of Enphase44:18 Savvy Trader Portfolio Performance45:42 Overrated and Underrated StocksCompanies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, NVDA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

TDI Podcast: The Tariff Kid (#907)