Podcasts about cfo

Sales leadership expert Marcus Chan reveals the exact systems and rhythms that turn average reps into Presidents Club winners. From personal success blueprints to “Real Play Fridays,” you'll learn how to build trust, reduce turnover, and create a culture of consistent high performance.

Brandon Kordower is the Founder and CEO of Aura CFO, a firm that helps marketing agencies scale profitably through fractional CFO services and strategic financial guidance. With over 15 years of experience, Brandon empowers agency owners to make smarter, data-driven decisions. Under his leadership, Aura CFO has supported businesses from $500K startups to nine-figure companies and helped clients achieve eight-figure exits by focusing on financial clarity and growth. Daniel Simon, Executive Vice President at Aura CFO, brings 30 years of C-suite experience and a wide-ranging background across investment banking, music, fine arts, marketing, e-commerce, education, and restaurant ownership. His versatile experience adds depth to the firm's insights and services. Together, Brandon and Daniel lead a team dedicated to helping agencies avoid common financial missteps, increase profitability, and prepare for sustainable growth or acquisition. In this episode… Many agency owners struggle with financial clarity — confused cash flow, underutilized teams, and misleading revenue growth often stand in the way of maximum profitability. So how do top-performing agencies turn these challenges into sustainable, scalable success? Brandon Kordower shares how shifting from basic bookkeeping to fractional CFO services can unlock powerful insights for growing agencies. Along with Daniel Simon, he breaks down why people costs are often the biggest lever — and the biggest risk — in agency finances. From tracking staff utilization to setting service-line margins, they emphasize the importance of moving to accrual accounting, avoiding the trap of revenue obsession, and following key benchmarks like 60% gross margin and keeping people costs below 55%. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Brandon Kordower, Founder and CEO of Aura CFO, a firm that helps marketing agencies scale profitably through fractional CFO services and strategic financial guidance, and Daniel Simon, Executive Vice President, to discuss how agency leaders can take control of their finances, scale smarter, and prepare for eight-figure exits. They share real-world stories, actionable metrics, and insights into the financial visibility every creative business needs to thrive.

Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter decisions. Tune in for insights on how this dynamic team navigates challenges, offers critical advice, and continues to evolve for the benefit of their clients. What You'll Hear: [0:45] Meet Erica Barrow: Our New Team Member [2:45] The Role of a CFO: Misconceptions and Realities [6:00] Client Interactions and Unique Approaches [7:25] The Value of Collaborative Financial Management [9:15] Surprises and Challenges in Financial Services [11:30] Continuous Growth and Evolution   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this episode, Andy Zukowski, CFO of ECU Health, shares the organization's top financial priorities for 2025 and its long-term strategy for rural healthcare transformation. He also discusses ECU Health's effort to reopen Martin General Hospital and how his leadership philosophy continues to guide the system through industry challenges.

In this episode, Rob Chestnut, CFO of LMH Health, shares his unique journey from being born at the hospital to leading its financial strategy. He discusses key industry trends, the hospital's investment in service expansion, and how community support is fueling projects in oncology, cardiology, and patient experience.

"The secret of happiness is to see all the marvels of the world and never forget the drops of oil on the spoon." - From The AlchemistFor entrepreneurs: The secret of success is to see all the marvels of your vivid vision while never forgetting the practical realities of running your business.In this special episode, Bradley shares his powerful presentation from the 2025 Two-Day MBA event on "The Oil and Spoon Mindset." Drawing from Paulo Coelho's The Alchemist, Bradley explores how successful entrepreneurs must balance big vision with practical execution - carrying both the "oil" (operational focus) and appreciating the "palace" (grand vision) simultaneously.The Vision Foundation:Everything is downhill from your vision - Every business decision flows from the clarity of your vision.Essential components: Dream outcome, 3-year vision, 1-year objectives, 90-day priorities.Most entrepreneurs struggle with the "vision paradox" - carrying big dreams while facing daily frustrations.Before you can master the oil and spoon mindset, you need to know where your business currently stands. Are you carrying too much oil and missing the palace? Or dreaming big without operational focus?Take the Business Architect Scorecard and discover exactly which areas of your business need attention to achieve sustainable growth.Get your free assessment at: scale.blueprintos.comThis comprehensive scorecard will help you:Identify gaps between your vision and execution.Understand which operational areas need strengthening.Create a clear roadmap for balanced growth.Build the foundation for carrying both oil and palace effectively.Don't let the vision paradox hold your business back. Take the scorecard today and start building a business that scales with both clarity and operational excellence.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by...

Charles Ramos is Founder at Taco Dash. Taco Dash is the newest buy one take one taco joint in Davao City! Focusing on unique taste and value for money, they seek to penetrate the Davao market and go even beyond! Try their bestseller, Quesabirria Taco! This episode is recorded live at ADDVentures Innovation Center, technology business incubator and innovation hub of Ateneo de Davao University in Davao City.In this episode | 00:51 Ano ang Taco Dash? | 06:18 What problem is being solved? | 15:51 What solution is being provided? | 31:06 What are stories behind the startup? | 52:12 What is the vision? | 59:13 How can listeners find more information?TACO DASH | Facebook: https://facebook.com/profile.php?id=61557451131216 | Instagram: https://instagram.com/TacoDashADDVENTURES INNOVATION CENTER | Facebook: https://facebook.com/ADDUVenturesTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: ⁠⁠⁠⁠https://sprout.ph⁠⁠⁠⁠, ⁠⁠⁠⁠https://bit.ly/SproutPayrollStarter⁠⁠⁠⁠APEIRON: ⁠⁠⁠⁠https://apeirongrp.com⁠⁠⁠⁠TWALA: ⁠⁠⁠⁠https://twala.io⁠⁠⁠⁠SYMPH: ⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠SECUNA: ⁠⁠⁠⁠https://secuna.io⁠⁠⁠⁠RED CIRCLE GLOBAL: ⁠⁠⁠⁠https://redcircleglobal.com⁠⁠⁠⁠MAROON STUDIOS: ⁠⁠⁠⁠https://maroonstudios.com⁠⁠⁠⁠AIMHI: ⁠⁠⁠⁠https://aimhi.ai⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)PIXEL by Eplayment: ⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠⁠https://cloverly.tech⁠⁠⁠⁠BuddyBetes: ⁠⁠⁠⁠https://buddybetes.com⁠⁠⁠⁠HKB Digital Services: ⁠⁠⁠⁠https://contakt-ph.com⁠⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠⁠https://unawa.asia⁠⁠⁠⁠SkoolTek: ⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠Better Support: ⁠⁠⁠⁠https://bettersupport.io⁠⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠⁠https://britanaerp.com⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠⁠Doon: ⁠⁠⁠⁠https://doon.ph⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠LookingFour Buy & Sell Online: ⁠⁠⁠⁠https://lookingfour.com⁠⁠⁠⁠NutriCoach: ⁠⁠⁠⁠https://nutricoach.com⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠PIXEL: ⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠Website: ⁠⁠⁠⁠https://phstartup.online⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠https://tasharivera.com

Noble Gold: Get your FREE Gold & Silver Guide at https://noblegoldinvestments.com/iced/ NetSuite: Download the CFO's Guide to AI for FREE at https://netsuite.com/iced ZipRecruiter: Try ZipRecruiter for FREE at https://ziprecruiter.com/ICH ZocDoc: Go to https://www.zocdoc.com/ICED and download the Zocdoc App for FREE Follow TRAXNYC: On Youtube -    / @traxnycdiamondjewelry   On Instagram -   / traxnyc   X - https://x.com/TraxNYC Apply for The Index Membership: https://entertheindex.com/ Add us on Instagram:   / jlsselby    / gpstephan   Official Clips Channel:    / @theicedcoffeehourclips   For sponsorships or business inquiries reach out to: tmatsradio@gmail.com For Podcast Inquiries, please DM @icedcoffeehour on Instagram! Timestamps: 00:00:00 - Intro 00:01:08 - Craziest thing Trax made from gold 00:02:51 - Do you always carry gold? 00:03:34 - Why he chose jewelry business 00:07:12 - His "lightbulb moment" in business 00:10:08 - Red flags of theft 00:13:52 - How he ended up in debt 00:15:27 - Sponsor - Noble Gold 00:16:45 - Early spending habits 00:20:33 - What set him apart 00:21:23 - Does jewelry business attract greedy people? 00:22:44 - People faking wealth 00:29:55 - Wealth levels & jewelry taste 00:32:51 - Sponsor - NetSuite 00:35:39 - Buyers who don't ask price 00:37:56 - Cultural negotiation styles 00:39:21 - Best way to negotiate 00:41:02 - Biggest negotiation mistakes 00:42:36 - Gold as an investment 00:43:47 - His inventory appreciation 00:45:20 - Why people don't know gold prices 00:58:10 - Where he buys gold 01:01:34 - How to verify real gold 01:02:21 - Taxes & giving away gold 01:03:05 - His most expensive giveaway 01:03:07 - Sponsor - ZipRecruiter 01:03:58 - Sponsor - Zocdoc 01:05:56 - Does strong gold market hurt business? 01:09:13 - Gold price in 5–10 years 01:10:32 - How much gold should you own 01:13:03 - Getting scammed with fake jewelry 01:14:00 - Why watches are getting popular 01:15:30 - Best watches to buy 01:19:13 - Worst watches to buy 01:19:39 - Clone watches 01:20:33 - Overpriced luxury brands 01:21:20 - Lab-made vs real diamonds 01:24:47 - Getting women's attention right vs wrong 01:31:38 - Immigrant view on America being "hard" 01:33:08 - Next big thing 01:34:25 - People's Court experience 01:37:55 - Rapid fire questions 01:39:17 - How social media grew his business *Some of the links and other products that appear on this video are from companies which Graham Stephan will earn an affiliate commission or referral bonus. Graham Stephan is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of History 102, 'WhatIfAltHist' creator Rudyard Lynch and co-host Austin Padgett do a deep-dive analysis of Japanese history exploring cultural patterns, honor systems, political development, and societal evolution from ancient origins through modern stagnation. -- SPONSOR: ZCASH | SHOPIFY | NETSUITE | ORACLE The right technology reshapes politics and culture toward freedom and prosperity. Zcash—the "machinery of freedom"—delivers unstoppable private money through encryption. When your wealth is unseen, it's unseizable. Download Zashi wallet and follow @genzcash to learn more: https://x.com/genzcash Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠https://shopify.com/momentofzen⁠. More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. If you're looking for an ERP platform, get a one-of-a-kind flexible financing program on NetSuite: ⁠https://netsuite.com/102⁠ - Download your free CFO's guide to AI and machine learning. Oracle Cloud Infrastructure (OCI): Oracle's next-generation cloud platform delivers blazing-fast AI and ML performance with 50% less for compute and 80% less for outbound networking compared to other cloud providers. OCI powers industry leaders like Vodafone and Thomson Reuters with secure infrastructure and application development capabilities. New U.S. customers can get their cloud bill cut in half by switching to OCI before March 31, 2024 at ⁠https://oracle.com/cognitive⁠. -- FOLLOW ON X: @whatifalthist (Rudyard) @LudwigNverMises (Austin) @TurpentineMedia -- TIMESTAMPS: (00:00) Intro (01:35) Why Somalia Will Never Become Denmark (08:27) Japanese DNA Testing Reveals Uncomfortable Truths (09:18) The Ainu People Japan Wants You to Forget (15:07) The Guess the Asian App Controversy (16:09) Sponsors: Zcash | Shopify (29:51) Honor Cultures: Why Africans and Celts Fight Differently (37:13) AI Bots Are Stalking Me (46:33) Why I Never Take Notes (But Had To For This) (1:05:47) My Dad's Mercury Poisoning from Tuna Fish (1:06:33) China Should Sacrifice Lives for Archaeology (1:41:42) Sponsors: NetSuite | Oracle (2:18:19) Matthew Perry vs Admiral Perry (2:34:49) Throwing Up in Nanjing on My 18th Birthday (2:45:03) Stop Making Me Feel Guilty for Hiroshima (2:45:53) Wrap Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm so excited to bring you this interview today. Rick Dutmer, my old business coach, helped me build my roofing company over thirty years into a highly profitable business, enabling me to successfully exit and pursue the things I wanted to do in life.When I first hired Rick, I was really struggling and wearing all the hats in the business. I knew there was a better way, and Rick was the one who helped guide me through it all. It started with building a business plan that set me up with a saleable business.Today you'll hear all about how to build a profitable business that will support you and your family with a great lifestyle, how to build a valuable business that you can sell when you're ready to retire, and so much more.What you'll hear in this episode:How Rick's business background helps contractors improve their own businessesRick's process he used in helping Dave build his business planWhile building your business, always be thinking about the horizon! This is when business goals transition to more of a business/personal goal.You have a strategy for growing your business and for growing your people. What's your strategy for exiting?The main reason that contractors go out of business.“Profit thrills, volume kills”Building a business that has a saleable value depends on your goalsHaving a strong team that will continue the business beyond you or your generationRick's recommendations around selling if/when you decide to exitRoll-ups: the good, the bad, and the uglyResources:Connect with Rick!Email: rdutmer@duadllc.comCheck out this episode on our Youtube channel at @DaveSullivanRooferShow or use this link - https://youtu.be/N7F2wJVbfwkBe sure to subscribe, like, and comment!Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-callInterested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/planThe Roofer Show's Vetted SponsorsCheck out this episode on our YouTube channel at @DaveSullivanRooferShow. Have RUBY answer your phones and tee up the sale by leaving a great first impression. Use this link to get up to $150 off your first month's service: theroofercoach.com/ruby. Automate your follow-up process and close more sales with ProLine. Get started for FREE at https://useproline.com/. Use promo code “DAVE50” to get 50% off your first month's service.

In this episode, Joe Gaylord, EVP and CFO of Fairview Health Services, shares how the organization achieved its first operating profit in six years through operational discipline, workforce stability, expanded access to care, and innovative programs that improve outcomes while lowering costs.

We love to think of ourselves as chief problem solvers. And yes, problems do pop up constantly - team turnover, underperforming employees, operational hiccups. It's part of the gig.But here's what takes real humility to admit: Sometimes we're the ones inadvertently creating the fires we're so heroically putting out.You'd never intentionally start fires in your business just to be the hero. But when we overcomplicate things, we create problems that only we know how to solve. We become the only one with the "proper fire extinguisher equipment.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees.

In this episode from the a16z Podcast, Dwarkesh Patel, Noah Smith, and Erik Torenberg discuss AGI, exploring how AI might transform labor markets, economic growth, space exploration, and geopolitical dynamics in the coming decades. – SPONSORS: Zcash Zcash offers private, encrypted digital money that protects users from AI-powered surveillance, allowing people to store and spend wealth without compromising their privacy.  Try it out. Download Zashi wallet and follow @genzcash to learn more: https://x.com/genzcash Notion AI meeting notes lives right in Notion, everything you capture, whether that's meetings, podcasts, interviews, conversations, live exactly where you plan, build, and get things done.  Here's an exclusive offer for our listeners. Try one month for free at notion.com/lp/econ102 NetSuite More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://netsuite.com/102⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Found  Found provides small business owners tools to track expenses, calculate taxes, manage cashflow, send invoices and more. Open a Found account for free at https://found.com/econ102 - Shownotes brought to you by Notion AI Meeting Notes - try one month for free at notion.com/lp/econ102 Defining AGI: Noah and Dwarkesh begin by establishing working definitions of Artificial General Intelligence - from systems that "can do almost any job at least as well as humans" to more near-term AI that "can automate 95% of white-collar work" Current AI Limitations: Present systems lack crucial continual learning capabilities that would allow them to build context over time and improve with experience like humans do Historical Parallels: The conquistadors' conquest of the Aztec and Inca empires provides a cautionary tale about information asymmetry and how technological advantages can lead to domination AI Cooperation: The hosts discuss the need for US-China cooperation on AI safety, similar to the "red telephone" during the Cold War, to prevent AI-related sabotage AI Market Competition: Analysis of the surprising trend of increasing rather than decreasing competitors at the AI frontier, despite rising costs of training frontier models Network Effects vs. Technical Capability: Discussion of whether brand recognition (like "ChatGPT") or technological advantages will determine market leaders Quotes: "If you make the best AI, it gets even better. So why enter that? That's the big question." - Noah Smith LINKS: The a16z podcast: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Noahpinion newsletter: https://noahpinion.substack.com/ Dwarkesh podcast: https://www.dwarkesh.com/ Erik Torenberg's Substack: https://eriktorenberg.substack.com/ Got questions for Noah and Erik to answer on air? Send them to Econ102@Turpentine.co - FOLLOW ON X: @noahpinion @eriktorenberg @turpentinemedia

Jeremy Fox-Geen, CFO of Circle (CRCL), sees lots of opportunity for his company to grow in the stablecoin industry, talking about the "long runway" for growth in Circle's earnings. He says the "world has woken up" to crypto-centric technologies and that adoption will only accelerate. When it comes to Circle's outlook, Jeremy says it is focused on expanding its digital infrastructure.======== 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

Adi Dorado is Co-Founder at Hyper Coat Industries. Hyper Coat Industries specializes in car care. They are bringing the newest technologies to Davao City - such as paint protection film (PPF). Aside from this, they also provide other car care services such as carwash, detailing, ceramic coating, window tint, and more. This episode is recorded live at ADDVentures Innovation Center, technology business incubator and innovation hub of Ateneo de Davao University in Davao City.In this episode | 00:56 Ano ang Hyper Coat Industries? | 04:28 What problem is being solved? | 12:43 What solution is being provided? | 23:43 What are stories behind the startup? | 32:49 What is the vision? | 39:36 How can listeners find more information?HYPER COAT INDUSTRIES | Facebook: https://facebook.com/profile.php?id=61572775959782ADDVENTURES INNOVATION CENTER | Facebook: https://facebook.com/ADDUVenturesTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: ⁠⁠⁠https://sprout.ph⁠⁠⁠, ⁠⁠⁠https://bit.ly/SproutPayrollStarter⁠⁠⁠APEIRON: ⁠⁠⁠https://apeirongrp.com⁠⁠⁠TWALA: ⁠⁠⁠https://twala.io⁠⁠⁠SYMPH: ⁠⁠⁠https://symph.co⁠⁠⁠SECUNA: ⁠⁠⁠https://secuna.io⁠⁠⁠RED CIRCLE GLOBAL: ⁠⁠⁠https://redcircleglobal.com⁠⁠⁠MAROON STUDIOS: ⁠⁠⁠https://maroonstudios.com⁠⁠⁠AIMHI: ⁠⁠⁠https://aimhi.ai⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠https://asklexph.com⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠⁠https://cloverly.tech⁠⁠⁠BuddyBetes: ⁠⁠⁠https://buddybetes.com⁠⁠⁠HKB Digital Services: ⁠⁠⁠https://contakt-ph.com⁠⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠OneCFO: ⁠⁠⁠https://onecfoph.co⁠⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠⁠https://unawa.asia⁠⁠⁠SkoolTek: ⁠⁠⁠https://skooltek.co⁠⁠⁠Better Support: ⁠⁠⁠https://bettersupport.io⁠⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠⁠https://britanaerp.com⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠EastPoint Business Outsourcing Services: ⁠⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠⁠Doon: ⁠⁠⁠https://doon.ph⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠LookingFour Buy & Sell Online: ⁠⁠⁠https://lookingfour.com⁠⁠⁠NutriCoach: ⁠⁠⁠https://nutricoach.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠Apple Podcasts: ⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠Facebook: ⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠Patreon: ⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠PIXEL: ⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠Website: ⁠⁠⁠https://phstartup.online⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠https://tasharivera.com

    All Home Care Matters and our host, Lance A. Slatton were honored to welcome Natalie Black as guest to the show.     About Natalie Black Chief Executive Officer, Comfort Keepers, North America:   Natalie joined CK Franchising, Inc. in October 2023 as Chief Executive Officer. She is a passionate and highly intuitive leader with professional experience across the healthcare, financial services and entertainment industries. Natalie joined Sodexo in 2015 as Director of Strategy and Franchise Business Development and later served in leadership roles including CFO of Worldwide Home Care and COO of Worldwide Home Care at Sodexo.   Natalie earned a Bachelor of Science in Financial Mathematics and Statistics from University of California Santa Barbara and a Master of Business Administration from Pepperdine Graziadio Business School.     About Comfort Keepers:     For 25 years, Comfort Keepers® has been Elevating the Human SpiritSM through its in-home care network for seniors and other adults by empowering them to maintain their independence and realize joy in the everyday moments. Comfort Keepers operates a franchise network that has grown to more than 600 locations in the U.S. and Canada, serving hundreds of thousands of clients since 1998.   The company's nationwide network employs thousands of caregivers, also known as Comfort Keepers®, who deliver joy through interactive caregiving by continually communicating with, involving, and engaging with seniors in everyday tasks and activities.        

What makes a truly great nonprofit CFO? In this episode of Inspired Nonprofit Leadership, I'm joined by Neil Shah—seasoned CFO and founder of Altruva.ai—to talk about the difference between tracking numbers and driving strategy. We explore the role of fractional CFOs, the power of financial storytelling, and how AI is transforming nonprofit finance. Whether you're managing a budget or presenting to your board, this episode will help you think more strategically about your financial leadership. Episode Highlights 04:09 The Role of a Nonprofit CFO 04:48 Challenges and Solutions for Nonprofit CFOs 06:26 Neil's Journey to Becoming a CFO 11:40 The Value of a Fractional CFO 16:41 Financial Storytelling in Nonprofits 21:51 Visualizing Data with Graphs 22:36 Understanding Financial Trends 23:28 Key Financial Strategies for Nonprofits 28:22 Professional Development for CFOs 30:13 The Role of AI in Nonprofit Finance Meet the Guest My guest for this episode is Neil Shah. Neil has spent the past two decades serving as an outsourced or in-house Chief Financial Officer for non-profit organizations across the United States, organizations with annual budgets ranging from a few million dollars to almost half a billion dollars in annual government and philanthropic revenue. He has implemented audit/fraud-proof accounting and budgeting processes and procedures, upgraded new financial software systems that reduced manual workloads, and brought boards along the financial roadmap of the organization through education and storytelling. He is a partner with leadership teams and is able to provide the financial perspective of an issue while helping those teams understand the non-financial aspects of a situation, helping to find common ground while still ensuring financial sustainability. Neil received his bachelor's and master's degrees in business administration from the Marshall School of Business at the University of Southern California. Connect with Neil: https://www.cfogroups.com https://www.linkedin.com/in/neilshah26/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Send us a textShownotes can be found at https://www.profitwithlaw.com/494.Most law firm owners look successful on the outside—busy staff, a nice office, and a steady stream of clients. But behind the scenes, too many are secretly transferring money from personal savings just to cover payroll, running on fumes, and wondering why all their hard work isn't turning into real profit.If you're growing but constantly feel cash poor—or you simply want to take home more from what you earn—this episode is your wake-up call. I'm joined by Leah Miller of Firmly Profits, a former law firm administrator turned fractional CFO who's seen exactly where owners go wrong and how to fix it.Chapters:[00:00] Unlocking hidden profits: Why law firms miss out[04:37] The success illusion: Cash-poor owners & surface metrics[06:13] Leah Miller- owner of Firmly Profits[09:48] Paralegal to CFO: Leah Miller's financial journey[12:35] Top financial mistake law firm owners make[16:00] Budgeting made simple: Realistic goals for growth[19:21] Crushing revenue bottlenecks & inefficiencies[22:30] Sustainable growth: Boost revenue without extra marketing[28:48] Monthly financial review: Metrics every firm needs[30:21] Law firm profit margins: Benchmarks & improvement tipsResources mentioned:Book your FREE strategy session today!: profitwithlaw.com/strategysessionTake the Law Firm Growth Assessment and find out how you rate as a law firm owner! Check out our Profit with Law YouTube channel!Learn more about the Profit with Law Elite Coaching Program hereEpisode 484 - Your Growth Problem Isn't Marketing — It's the Sales Disconnect (with Margarita Eberline)Connect with Leah Miller: Website | LinkedInJoin our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/To request a show topic, recommend a guest or ask a question for the show, please send an email to info@dreambuilderfinancial.com.Connect with Moshe on:Facebook - https://www.facebook.com/moshe.amselLinkedIn - https://www.linkedin.com/in/mosheamsel/

This episode features Joanna Weiss, Executive Vice President and CFO at Moffitt Cancer Center, who shares her journey through finance and revenue cycle leadership. She discusses key priorities including financial stabilization, strategic growth, AI-driven automation, and how the CFO role is evolving to support long-term innovation and patient-centered care.

Kevin Gwynn White is the co-founder of Exbo Group, a financial operations firm that supports early and growth-stage companies in building strong, investor-ready finance functions.    With over a decade of experience at Ernst & Young, where he advised C-suite leaders on M&A, growth, and restructuring strategies, Kevin has developed a deep expertise in financial storytelling, strategic planning, and operational scalability.    His work at the venture capital firm Rethink Education further shaped his focus on helping startups bridge the critical gap between product vision and financial credibility.   Kevin discusses how Exbo provides fractional CFO services, outsourced accounting, and transaction support for both startups and funds, with a radical focus on value alignment and operational excellence.    Additionally, Kevin also shares practical leadership insights, such as conducting monthly priority audits and aligning calendar time with strategic focus.    Website: Exbo Group  LinkedIn: Kevin Gwynn White   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

If you're building a home service business in a rural market, the playbook looks a little different — and this episode shows exactly why. In this episode of Owned and Operated, John Wilson, CEO of Wilson Plumbing in Ohio, sits down with Laura and Brian Beltz, founders of Beltz, to unpack how they've grown from a one-truck startup in 2001 to a 49-person team — all while staying true to their community roots.If you're thinking about expanding into multiple markets, growing in a rural area, or taking the leap into acquisitions, this conversation is a masterclass in building a durable trades business from the ground up.

Welcome to Day 14 of the Double Your Profit Series — the go-to profit series for contractors, home service owners, and small business entrepreneurs. Today, we're diving into one of the simplest, most powerful habits you can build: Making Your P&L a Daily Tool.

Ready to scale your business to seven figures? In this video, I'm breaking down the org chart that helped me build a multi-seven-figure business from the ground up, sharing actionable insights on hiring, leadership, and growth. From overcoming fears around hiring to crafting a team that aligns with your vision, you'll learn the mindset shifts and strategies you need to bet on yourself, invest in growth, and build a thriving community around your business goals. **KEY POINTS:** - **Unwavering Belief in Hiring:** Discover why hiring the right team is a revolutionary act and how to let go of fears about responsibility while embracing the potential for growth. - **Mindset Shifts for Success:** Learn how to reframe your approach to leadership and trust yourself to meet the expectations that come with building a team. - **The First Steps to Scaling:** Find out the exact order of hires I made—from a virtual assistant to a CFO—and how each role contributed to my business hitting seven figures. - **Bet on Yourself and Your Team:** Why starting with two client delivery hires instead of one can set you up for long-term success and prevent burnout. - **Investing in Growth:** Explore the pivotal roles of operations, marketing, and financial strategy in scaling your business, including when to bring on a bookkeeper, CFO, or ad agency. - **Building Community and Resilience:** Gain insights into the importance of surrounding yourself with the right people—both on your team and in your network—as you grow your business. As I always say, hiring is an investment in your vision and your future. If you're ready to stop doing it all alone and build a sustainable, scalable business, this is the video for you. Remember, you don't have to compromise your values to lead with purpose and create impact.

Daniel Gardner is operational finance business partner at FirstGroup Plc, a leading UK-based provider of public transport. Daniel brings a unique perspective shaped by a diverse finance career across iconic consumer brands like L'Oreal, the Body Shop and Hunter Boots, where he led major forecasting overhauls and drove commercial transformation. Now at First Group, he is leading the development of a cloud-based forecasting system for a billion pound division, working with more than 50 stakeholders to deliver scalable real-time insights.  In this episode he talks about the power of “systems thinking” in the CFO's Office as a way of understanding how different parts of an organization (or any complex system) interconnect and influence each other.”If there's an area, I'd say that FP&A could do with its systems thinking. Structure makes behavior and behavior makes structure. So it travels in a loop, which means that to make changes in an organization, you either have to hire people who do not exhibit the behaviors naturally or you've got to change the structure and alter the incentives that are producing the problems.” In this episode: Bringing my philosophy-training to finance  Six week finance transformation at Hunter Boots  Getting from lagging to leading indicators  99% of People Problems Are Really System Problems Python+ Excel (practical examples) 

In this episode of History 102, 'WhatIfAltHist' creator Rudyard Lynch and co-host Austin Padgett do a deep-dive into the Mongol Empire's rise, conquests, and civilizational impact, examining how Genghis Khan's brutal campaigns reshaped Eurasian politics and accelerated Western Europe's ascendancy. -- SPONSOR: ZCASH | SHOPIFY | NETSUITE | ORACLE The right technology reshapes politics and culture toward freedom and prosperity. Zcash—the "machinery of freedom"—delivers unstoppable private money through encryption. When your wealth is unseen, it's unseizable. Download Zashi wallet and follow @genzcash to learn more: ⁠https://x.com/genzcash⁠ Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/momentofzen More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. If you're looking for an ERP platform, get a one-of-a-kind flexible financing program on NetSuite: https://netsuite.com/102 - Download your free CFO's guide to AI and machine learning. Oracle Cloud Infrastructure (OCI): Oracle's next-generation cloud platform delivers blazing-fast AI and ML performance with 50% less for compute and 80% less for outbound networking compared to other cloud providers. OCI powers industry leaders like Vodafone and Thomson Reuters with secure infrastructure and application development capabilities. New U.S. customers can get their cloud bill cut in half by switching to OCI before March 31, 2024 at https://oracle.com/cognitive -- FOLLOW ON X: @whatifalthist (Rudyard) @LudwigNverMises (Austin) @TurpentineMedia -- TIMESTAMPS: (00:00) Intro (03:04) Polygamous Imperial Cycles and Genghis Khan's Genetic Legacy (05:43) Sponsors: ZCash | Shopify (09:27) Genghis Khan as Totalitarian Figure and Step Empire Dynamics (15:25) Academic Debates About the Mongols - Left vs Military Historians (28:40) Major Mongol Military Campaigns - Badger's Mouth and Khwarezmid (33:27) Sponsors: NetSuite | Oracle Cloud Infrastructure (46:14) Genghis Khan's Rise - Childhood, Unification of Mongols (56:59) Conquest of Northern China - 30 Million Dead (1:11:28) Destruction of Central Asia and the Islamic World (1:20:16) Conquest and Transformation of Russia (1:28:59) Mongol Empire Splits - Four Khanates and Kublai Khan (1:43:21) Pax Mongolica and Failed Invasions of Japan/Java (1:52:30) Fall of the Mongol Empire - Black Death and Ming Dynasty (2:06:52) Long-Term Impact - Europe's Rise Over Asia (2:11:42) Mongol Role in Spreading Black Death and Closing Learn more about your ad choices. Visit megaphone.fm/adchoices

Topics:What to Prioritize in Your First DealHow to Vet Founder-Led CompaniesCapital Trends for Independent Sponsors...and so much more.Top TakeawaysBet on grit, not credentials. Dan jokes that both Jordan and Douglas had terrible business ideas when he first met them, but he backed them anyway for their grit and drive. Douglas echoes the same philosophy in his hiring practices. It's not about Ivy League degrees, but how people show up when things go wrong. Character under pressure beats credentials on paper.Desperation ruins deals—discipline builds reputations. Dan shares how the pressure to close your first deal can cloud judgment. When you're afraid of spooking the seller, it's tempting to rush diligence and ignore red flags. But one bad deal can damage your reputation for years. His advice: slow down, validate the opportunity, and don't let emotion override your standards.It's never too early to address gaps. Douglas explains that waiting until after close to address gaps—like ERP systems implementation or CFO hires—can create unnecessary delays. Instead, start those workstreams during diligence. It sets clear expectations, secures buy-in from sellers, and ensures you hit the ground running from day one.About Douglas SongDouglas is the Managing Partner at Prodos Capital and a veteran independent sponsor with decades of experience in restructuring and lower-middle market buyouts. He focuses on founder-led businesses with strong cash flow and growth potential. Douglas was raised in a South Korean immigrant family of entrepreneurs—an experience that shaped the values he brings to his work today.About Prodos CapitalProdos Capital is a New York–based private investment firm operating under the independent sponsor model. It acquires and grows lower middle-market companies with strong cash flow and sustainable advantages. The team partners with management, capital providers, and operating partners to build long-term value without the constraints of a committed fund..About Dan LeeDan Lee is a seasoned investor and operator with experience in private equity, investment banking, and advisory. He recently started his own firm dedicated to serving the independent sponsor community. Dan brings a people-first approach grounded in collaboration, trust, and long-term partnerships.About Pin High StrategiesPin High Strategies is a boutique merchant banking and advisory firm that works with independent sponsors and founder-led businesses. Its services cover the full deal lifecycle, including sourcing, due diligence, structuring, execution, and post-close value creation.

Ready to unlock a life of luxury travel without breaking the bank? In this episode, Shannon sits down with Eli Facenda, the “Eli Travel Guy,” to reveal how business owners can experience bucket-list adventures, maximize credit card points, and design a business that funds your dream lifestyle.   What You'll Hear: [2:00] The 3 big myths stopping entrepreneurs from traveling [8:10] The “Experiential Millionaire” framework: designing a business that funds your dream lifestyle [13:00] How travel can actually increase your business's value [16:30] The 3-bucket system for maximizing points and perks [24:50] Pro tips for picking the right credit cards and avoiding common mistakes [41:00] Eli's free playbook & final inspiration to start living your travel dreams   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Cary works with small to medium-sized business owners to help them break through growth barriers. It's incredible how Cary helps businesses double their profits in under a year while ensuring all operations run like a well-oiled machine. And who wouldn't want their business to run smoothly? That's the reality Cary creates for her clients. Cary sets business owners up with tools to manage by the numbers, allowing them to handle unexpected challenges with precision. This approach allows leaders to stay ahead and design the future they envision for their business. Cary could bring a whole new perspective to your audience, with practical insights and a real-time management style. Cary Prejean is a CFO consultant and executive coach. He has an accounting and CPA background with several companies primarily in the manufacturing, wholesale and construction industries. He is also a certified ontological coach since 1992 by Newfield Network, giving him unique insight in working with executives. Cary's mission is to turn business owners into visionaries and prime business generators vs. minutiae managers. https://strategicbusinessadvisors.org https://strategicbusinessadvisors.us/ https://www.linkedin.com/in/caryprejean/

This episode features Dennis Hesch, Executive Vice President and Chief Finance and Strategy Officer of Carle Health, who shares insights on managing growth, payer dynamics, and workforce challenges in a changing healthcare landscape. He also discusses Carle's technology investments, evolving care delivery model, and the expanding role of the CFO in strategic decision-making.

Learn more about PEAK FREEDOM Hey podcast listener, just a heads up — I'm in France for five weeks and not recording while I'm here.I hope you're enjoying the episodes I lined up before I left — and if you're a new listener, the back catalog is full of gems worth digging into.Enjoy the rest of your summer, and I'll meet you back here with a brand new episode on September 3rd.…Link to full shownotes: https://www.businessstrategyforcpas.com/361…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during Amazon's early growth years. CFO Brian Gladden of Zelis reflects on leadership lessons from both Jack Welch and Michael Dell, and CFO (emeritus) Bill Korn of MBTC recalls joining Lou Gerstner's high-stakes turnaround at IBM. Each story reveals how proximity to visionary leadership shapes careers and sharpens strategic thinking — long before the CFO title comes into view.

In this episode of The Friday Habit, Mark sits down with Ellen Wood—CEO and co-founder of vcfo—to talk about the power of financial strategy, planning for exit, and how to build a more valuable business from day one. As a pioneer in the fractional CFO space, Ellen has helped hundreds of businesses scale, prepare for investment, and exit successfully. She shares practical advice for founders at every stage, from what entity structure to choose to how (and when) to think about your exit strategy.This episode is packed with down-to-earth insights on cash flow, culture, and planning for the long game—even if you're just getting started.

  The Green Impact Report Quick take: Former Wall Street trader Scott Donachie reveals why relationship-building trumps technology pushing in decarbonization deals, shares the HVAC foam that saved Mandalay Bay $15M, and explains his "calm the fears of the unknown" approach to navigating Local Law 97 compliance. Meet Your Fellow Sustainability Champion Scott Donachie is the Chief Executive Officer at Companies for Net Zero, connecting decision-makers across real estate, finance, and technology to drive sustainable impact. Based in New York, he leads an ecosystem of 300+ organizations transforming the built environment and infrastructure. A former Wall Street trader turned decarbonization evangelist, Scott discovered sustainability eight years ago after learning about 400 dormant landfills in New Jersey. He hosts invite-only Decarb Summits that bring together building owners, investors, and technology providers to share real-world lessons from the trenches.

  The Green Impact Report Quick take: Former Wall Street trader Scott Donachie reveals why relationship-building trumps technology pushing in decarbonization deals, shares the HVAC foam that saved Mandalay Bay $15M, and explains his "calm the fears of the unknown" approach to navigating Local Law 97 compliance. Meet Your Fellow Sustainability Champion Scott Donachie is the Chief Executive Officer at Companies for Net Zero, connecting decision-makers across real estate, finance, and technology to drive sustainable impact. Based in New York, he leads an ecosystem of 300+ organizations transforming the built environment and infrastructure. A former Wall Street trader turned decarbonization evangelist, Scott discovered sustainability eight years ago after learning about 400 dormant landfills in New Jersey. He hosts invite-only Decarb Summits that bring together building owners, investors, and technology providers to share real-world lessons from the trenches.

Are you running your business like it will last forever—or planning for when it won't?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Tom Dillon, founder of Frak Finance and a trusted expert in fractional CFO services, business valuation, and M&A strategy. With a background in investment banking and operational finance, Tom helps business owners avoid costly exit mistakes and drive growth with clear, actionable financial insights.Whether you're scaling, buying, or preparing to sell, Tom shares powerful lessons about what drives real business value—and how most owners miss it.

Thanks to our key sponsor, Elite Executive Partners — a premier recruiting firm helping businesses scale with top-tier talent.Whether you need one critical hire, like a CFO, or an entire team of skilled tradespeople, Elite delivers. They work across multiple industries, filling roles quickly with the right fit. Learn more at elitestaffco.com.$500M+ entrepreneur and serial founder Peter Wokwicz has built, scaled, and invested in more than 60 companies. In this episode, he sits down with Andrew Namanny to break down the future of money — and why ignoring crypto could be your biggest financial mistake.Peter explains blockchain, exposes the myths about crypto, and shares practical ways busy professionals can get started safely. We cover stablecoins, DeFi, tokenization, prediction markets, and how digital assets will disrupt banks, governments, and traditional finance.You'll learn:Why blockchain is more secure than any banking system in historyHow to earn yield on your money without leaving it in a low-interest savings accountThe coming wave of tokenized real estate, companies, and assetsWhat “truth markets” are — and how they could change journalism foreverPeter's portfolio strategy for someone starting with $25K in extra cashWhether you're crypto-curious or already investing, this is your one-hour MBA in digital assets from one of the sharpest minds in the game.

David J. Lee, COO & CFO of Webtoon Entertainment (WBTN), joins Trading 360 to talk about what he expects were behind the company's strong earnings. Webtoon also announced a partnership with Walt Disney (WBTN) where it will create original stories based off Disney's colossal franchises. David says the deal will serve as a massive revenue driver for the company and will benefit Disney as well.======== 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

Aldrich Tan is Managing Director at UXPH. UXPH Mini 2025 is a series of smaller, regional UX conferences happening in Davao, Cebu, and Manila. UXPH is the largest non-profit organization created by and for the Filipino design community. UXPH fosters innovation, growth, and mindful design practices across the nation through community events, design conferences, workshops, mentorship, and educational programs. Davao: August 23, 2025. Cebu: September 27, 2025. Manila: October 18, 2025.In this episode | 01:29 Ano ang UXPH? | 02:56 What is UX? | 22:56 How important is UX and design for startups? | 35:30 What is the upcoming UXPH Mini Conference 2025? | 40:36 How can listeners find more information?UXPH MINI 2025 | Website: https://2025.uxph.orgUXPH | Website: https://uxph.org | Facebook: https://facebook.com/uxphofficialTHIS EPISODE IS CO-PRODUCED BY:SPROUT SOLUTIONS: ⁠⁠https://sprout.ph⁠⁠, ⁠⁠https://bit.ly/SproutPayrollStarter⁠⁠APEIRON: ⁠⁠https://apeirongrp.com⁠⁠TWALA: ⁠⁠https://twala.io⁠⁠SYMPH: ⁠⁠https://symph.co⁠⁠SECUNA: ⁠⁠https://secuna.io⁠⁠RED CIRCLE GLOBAL: ⁠⁠https://redcircleglobal.com⁠⁠MAROON STUDIOS: ⁠⁠https://maroonstudios.com⁠⁠AIMHI: ⁠⁠https://aimhi.ai⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠https://asklexph.com⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)PIXEL by Eplayment: ⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠https://schoolofprofits.academy⁠⁠Founders Launchpad: ⁠⁠https://founderslaunchpad.vc⁠⁠Hier Business Solutions: ⁠⁠https://hierpayroll.com⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠https://agiledatasolutions.tech⁠⁠Smile Checks: ⁠⁠https://getsmilechecks.com⁠⁠CloudCFO: ⁠⁠https://cloudcfo.ph⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)Cloverly: ⁠⁠https://cloverly.tech⁠⁠BuddyBetes: ⁠⁠https://buddybetes.com⁠⁠HKB Digital Services: ⁠⁠https://contakt-ph.com⁠⁠ (10% discount on RFID Business Cards! Code: CONTAKTXSUP)Hyperstacks: ⁠⁠https://hyperstacksinc.com⁠⁠OneCFO: ⁠⁠https://onecfoph.co⁠⁠ (10% discount on CFO services! Code: ONECFOXSUP)UNAWA: ⁠⁠https://unawa.asia⁠⁠SkoolTek: ⁠⁠https://skooltek.co⁠⁠Better Support: ⁠⁠https://bettersupport.io⁠⁠ (Referral fee for anyone who can bring in new BPO clients!)Britana: ⁠⁠https://britanaerp.com⁠⁠Wunderbrand: ⁠⁠https://wunderbrand.com⁠⁠EastPoint Business Outsourcing Services: ⁠⁠https://facebook.com/eastpointoutsourcing⁠⁠Doon: ⁠⁠https://doon.ph⁠⁠DVCode Technologies Inc: ⁠⁠https://dvcode.tech⁠⁠LookingFour Buy & Sell Online: ⁠⁠https://lookingfour.com⁠⁠NutriCoach: ⁠⁠https://nutricoach.com⁠⁠Uplift Code Camp: ⁠⁠https://upliftcodecamp.com⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠https://youtube.com/startuppodcastph⁠⁠Spotify: ⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠Apple Podcasts: ⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠Facebook: ⁠⁠https://facebook.com/startuppodcastph⁠⁠Patreon: ⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠PIXEL: ⁠https://pixel.eplayment.co/dl/startuppodcastph⁠Website: ⁠⁠https://phstartup.online⁠⁠This episode is edited by the team at: ⁠⁠https://tasharivera.com

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussion explores the future of finance workflows, from the zero-day close to AI-driven automation in accounting tasks. It's a compelling conversation about integrating advanced technology into finance without needing deep technical expertise.Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.In this episode, you will discover:How AI-native ERP systems like Rillet are revolutionizing general ledger operations.The process of automating complex accounting workflows with AI agents.Why finance leaders need to embrace AI and the practical steps to do so.The challenges and benefits of shifting from legacy systems to AI-driven platforms.How CFOs can leverage AI today, even without a dedicated tech team.Nicolas shared his journey from investment banking to leading Rillet, offering an inspiring look at how AI-native ERPs are transforming finance operations. His insights on automating workflows, achieving zero-day closes, and embracing AI-driven innovation provide essential guidance for finance leaders looking to stay ahead in the evolving landscape. This episode is a must-listen for professionals eager to drive change, innovate, and lead with purpose in the AI-powered future of finance.Follow Nicolas:LinkedIn - https://www.linkedin.com/in/nicolas-kopp/Website - https://www.rillet.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[02:57] - What is an AI Native ERP?[06:41] - AI Agents and Workflow[09:15] - The Future of AI Agents with Autonomy[11:47] - The Story Behind the General Ledger[16:15] - The ERP Implementation Process[23:43] - CFO...

Derek Goebel, CFO of Altru Health System, discusses key healthcare trends including changes in reimbursement under the Big Beautiful Bill, the importance of financial sustainability, and the ongoing shift from fee-for-service to value-based care. He also outlines Altru's growth strategy, emphasizing the importance of keeping care local to better serve the community.

Austin Jones, SVP and CFO of NKC Health, shares insights into leading an independent community hospital while navigating workforce challenges. He highlights strategies for attracting and retaining talent, addressing recruitment struggles through individualized engagement, and fostering a strong sense of community in the workplace. Jones also discusses growth in outpatient oncology, along with key areas of organic expansion and operational improvement.

  The CMO role is not for the faint of heart. Growth targets loom large. Every dollar and decision gets second-guessed. MarTech keeps stacking up until it threatens to topple over. Drew calls it the coldest seat in the C-suite. It is also the most dynamic, the one that rewards clear thinking, fearless collaboration, and a readiness to shake up the playbook. In this episode, Drew sits down with hosts Alec Cheung and Barb VanSomeren of The Marketing Share podcast to share wisdom from his own career and from hundreds of CMOs inside CMO Huddles. Together, they talk about the collision of growth pressure, evolving executive dynamics, and constant change. The conversation gets to the heart of how CMOs can simplify their strategies, earn influence across the leadership team, and lead marketing with focus and courage when the demands never let up. In this episode:  Drew shares how CMOs can stay focused when everything feels urgent  Drew explains why a peer network is essential for clarity and solutions  Drew reveals the mindset shift that turns growth pressure into momentum  Plus:  Building alignment with your CEO and CFO on marketing's impact  Finding the confidence to defend your strategy  Lessons from leaders who kept brands moving in tough markets  Why bold marketing still wins when others play it safe  Tune in for a look at the CMO role today and the mindset, moves, and alliances it takes to succeed under constant pressure.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Turning into your parents might be your worst fear, or your biggest marketing opportunity.That's the brilliance of Progressive's Dr. Rick campaign. It's hilarious, deeply relatable, and sneakily strategic. In this episode, we explore the marketing lessons behind it with special guest Keri McGhee, Chief Marketing Officer at Attentive.Together, we explore what B2B marketers can learn from character-driven storytelling, embracing creative risk, and using humor and relatability to create campaigns that people actually want to talk about.About our guest, Keri McGheeKeri McGhee is the CMO at Attentive, the AI marketing platform for leading brands. She leads strategic global marketing to further build the Attentive brand, overseeing product marketing, revenue marketing, events, partner marketing, communications and content, and brand creative. Keri's past experiences include leading marketing at various start-ups and as a senior director at Zillow, where she led the B2B marketing team of 60+ people, responsible for strengthening partner loyalty and experience for 60,000+ real estate partners. She got her start in tech at Expedia, leading both consumer and corporate travel marketing teams.What B2B Companies Can Learn From Progressive's Dr. Rick Campaign:Take creative risks. Keri's central message is clear: great brand moments come from taking chances. “We take ourselves way too seriously in B2B.  So I think my advice is to step outside of the comfort zone of what the CFO, and the COO, and the CEO say yes to. And do the work to get the customer validation to pitch in some new idea..” B2B marketers often play it safe, focusing on product features, ROI charts, or thought leadership. But real differentiation happens when you create something unexpected, emotional, or funny. The Dr. Rick campaign could've flopped. Instead, it became a cultural reference point.Make your audience feel seen. The best ads are mirrors, not megaphones. Progressive tapped into a deep, relatable insecurity, “Am I becoming my parents?” Keri shares, “It's incredibly memorable, which I think is the most important thing in marketing right now.” For B2B, this could mean identifying moments of self-doubt, imposter syndrome, or job-related stress and playfully reflecting those back to the buyer.Build a fictional persona. A single viral hit is fleeting. A character-driven series builds long-term brand equity. Dr. Rick works because he's a consistent, evolving character. He became a franchise. Most B2B brands invest in one-off videos or campaigns. But serialization keeps audiences coming back, like a show you binge-watch. Keri states, “  I can't think of any B2B that actually has been able to do that…Most of the true B2B play companies are not investing in brand in that way.”Quotes“What we find with B2B buyers is they make decisions as people, not as the companies for which they're spending money for. We undervalue that a lot in B2B marketing…And the reality is, the things that are impossible to measure are where we are starting to place bigger bets because it's the only way to drive differentiation.”Time Stamps[00:55] Meet Keri McGhee, Chief Marketing Officer at Katalon[01:06] Why Dr. Rick?[02:45] The Psychology of Being Seen[04:02] Who Is Dr. Rick?[11:26] Branding in a Commoditized Industry[13:59] Flow vs. Dr. Rick: A Franchise Strategy[15:26] Why B2B Doesn't Do This[22:14] Parents vs. Homeowners[26:35] Keri's Top B2B Takeaway[28:30] Creating Content Around Insecurity[31:20] Why Brands Don't Take Risks[40:56] Final Thoughts & TakeawaysLinksConnect with Keri on LinkedInLearn more about AttentiveAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.

If you're trying to grow a home service business, your marketing budget is one of your biggest bets — and biggest risks. In this episode of Owned and Operated, John Wilson and Sam Preston host a no-fluff Q&A tackling real contractor questions on lead generation, paid ads, and when to actually bring in an agency.They break down how to allocate marketing spend at every stage — from $1K/month up to $200K — and what it really takes to get traction with LSA, GMB, and PPC. You'll learn how to play offense with your best-performing lead sources, why spreading your budget too thin kills momentum, and how to ride your winning channels like you stole it.If you're struggling to get leads from PPC or Google Ads, they also cover how to fix campaign waste, when landing pages are the problem, and how top operators manage their media vs lead-gen mix to scale past $10M.Whether you're just getting started or dialing in a multi-location growth strategy, this episode is a tactical deep dive into what's actually working right now.

Ever look at your cash flow statement and want to crawl under your desk and hide? You're not alone! Cash flow statements aren't really made for business owners, but that doesn't mean you should ignore them. So, how do we read them? In this episode, Danielle Hayden, reformed corporate CFO and CEO of Kickstart Accounting, Inc., is here to show you exactly how to understand your cash flow without needing an accounting degree through the Snapshot Cash Overview, Kickstart Accounting's simple, business owner-friendly report that shows you exactly what's coming in, what's going out, and how much cash you really have to work with. Key Takeaways:  Traditional Cash Flow Statements Aren't Made for You: They're built for bankers and accountants, not entrepreneurs. That's why Danielle and our team created the Snapshot Cash Overview, a simpler, visual tool built with business owners in mind. Profit Doesn't Mean Cash in the Bank: You can show a $20k profit on your income statement, but if you're paying off debt or taking owner's draws, your bank account can still feel empty. The Snapshot Cash Overview: Green means Money In. Red means money out. The Snapshot uses a color-coded system to help you quickly understand your revenue, expenses, debt payments, and draws. Know Your Free Cash Flow Before You Invest: Before making big decisions like hiring or upgrading tools, check if your business is generating enough cash. Use Net Cash Flow to Guide Your Owner's Draws and Savings: Want to know how much you can pay yourself or set aside for taxes? Your year-to-date net cash flow will give you the clearest answer. The Snapshot Bridges the Gap Between Profit and Cash: It ties together your income statement and balance sheet so you can finally see where your money is really going. Topics Discussed: (00:11 – 01:57) Why Traditional Cash Flow Statements Don't Work for Business Owners (02:27 – 04:30) Introduction to the Snapshot Cash Overview and Its Key Components (04:31 – 07:42) How Balance Sheet Items Affect Your Cash and Why They Matter (07:43 – 10:06) Real Client Case Study: $109k in Income But Only $5k Added to Cash (10:06 – 11:39) How to Use Your Snapshot to Make CEO-Level Decisions with Confidence   Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

What SaaS metrics and financial metrics really matter when you're scaling toward your first $1 million in ARR? In episode #305, Ben Murray breaks down the essential numbers to track using his Five Pillar SaaS Metrics Framework. From building a strong accounting foundation to tracking investor metrics like retention, bookings, and gross profit, this episode gives you the tools to set your business model up for scale and eventual company valuation growth. Whether you're a founder, CFO, or finance lead, you'll learn how to implement the right KPIs before you cross the $1M mark, so you can confidently present metrics to your team and/or investors and operate with clarity. What You'll Learn: SaaSfy Your Accounting Foundation Why your accounting system (QBO, Xero, etc.) needs a SaaS-specific structure. How a clean P&L improves your ability to track revenue, margins, and KPI's. Track Bookings Data Early Why executed contracts (new ARR, expansion ARR, and contraction) are one of the most important SaaS numbers. How bookings feed your go-to-market efficiency calculations and help measure sales ROI. Retention Is Key Gross revenue retention, net revenue retention, renewal rates, and logo retention — and when each matters most. How retention signals product-market fit and impacts valuation. Other Metrics to Watch Gross profit, EBITDA, cash flow forecasting, and cash runway. How do these connect to financial strategy and your long-term investor metrics? Why These Metrics Matter Before $1M ARR: Creates a financial systems foundation for scale. Equips you to benchmark your performance against peers. Builds a data story for fundraising and valuation discussions. Avoids costly gaps in financial modeling once growth accelerates. Resources Mentioned"

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework In this episode of Business of Architecture, host Rion Willard sits down with Mike Linn, the fractional CFO behind some of the most financially secure architecture firms today. They explore why most architects unknowingly sabotage their own profit — and how to fix it without becoming a “numbers person.” If you've ever felt stressed about cash flow or unsure about when to hire, this episode will speak directly to you. Mike shares the mindset shift that turns messy financials into a tool for freedom, not frustration. He explains how simple changes in how you track time and plan ahead can radically improve the health of your firm. And you'll hear how real firms are using these tools to confidently grow and reclaim their time. You'll discover: The silent profit leak hiding inside 90% of firms A smarter way to hire — even when cash is tight The real reason your invoicing feels chaotic (and how to fix it fast) To get in contact with Mike directly, send him an email at Mike@businessofarchitecture.com  

My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two intertwined issues reshaping private-practice optometry: the accelerating influence of private equity and the growing challenge of recruiting—and retaining—enough ODs to meet patient demand. We explore the cultural and financial trade-offs of PE consolidation, the shifting career aspirations of new graduates, and practical ways independent practices can protect their culture, stay competitive, and thrive.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with John Marvin.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form 20/20 Money Episode #297 – Thoughts and opinions on the state & future of private practice optometry from the president of a $110 million optometry organization: a conversation with John Marvin, President of Texas State Optical 20/20 Money #336 – My “Frankenstein:” how I would assemble the perfect optometry practice     ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Send us a textIf you've ever wondered how to raise millions without sounding like a sleazy salesman, then this is a conversation that'll change everything you know about investor psychology. All this and more coming right now.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Travis Jamison evolved from serial founder to full-time capital allocator, focusing on "boring businesses" – profitable, cash-flowing companies in unsexy niches that deliver less speculative returns. Through CapitalPad, he opens up the SMB asset class to other entrepreneurial investors.[THE HOST]: Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Today, we unpack a viral TikTok of a Christian woman who claims she wants to divorce her “perfect” husband, sparking debate about marriage and divorce. We dive into what the Bible says about marriage's eternal significance and when divorce is justified, exploring sexual immorality, abandonment, and abuse. Plus, we celebrate rising marriage rates and falling divorce rates and highlight God's design for lifelong commitment and its practical benefits for families. Share the Arrows 2025 is on October 11 in Dallas, Texas! Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sharethearrows.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for tickets now! Sponsored by: ⁠Carly Jean Los Angeles⁠: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.carlyjeanlosangeles.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Good Ranchers⁠: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.goodranchers.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠EveryLife⁠: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.everylife.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Buy Allie's new book, "Toxic Empathy: How Progressives Exploit Christian Compassion": ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://a.co/d/4COtBxy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ --- Timecodes: (00:30) Responding to viral TikTok (14:01) Divorce statistics & glorifying divorce (24:44) What is biblical marriage? (40:20) What does the Bible say about divorce? (51:30) What about abuse? (56:15) Effects on children (1:00:03) Marriage rates --- Today's Sponsors: Seven Weeks Coffee — Experience the best coffee while supporting the pro-life movement with Seven Weeks Coffee; use code ALLIE at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.sevenweekscoffee.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ to save up to 25% off your first order, plus your free gift! A'del — Try A'del's hand-crafted, artisan, small-batch cosmetics and use promo code ALLIE 25% off your first time purchase at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://AdelNaturalCosmetics.com Good Ranchers — Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠GoodRanchers.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and subscribe to any of their boxes (but preferably the Allie Beth Stuckey Box) to get free Waygu burgers, hot dogs, bacon, or chicken wings in every box for life. Plus, you'll get $40 off when you use code ALLIE at checkout. Shopify — Shopify is the commerse platform behind millions of businesses around the world. Get started with your own design studio to turn your big business idea into profit. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://⁠shopify.com/allie⁠ to sign up for your $1 per month trial and start selling with Shopify today! NetSuite — Gain visibility and control of your financials, planning, budgeting, and inventory so you can manage risk, get reliable forecasts, and improve margins. Go to ⁠NetSuite.com/ALLIE⁠ to get the CFO's guide to AI and Machine Learning. --- Episodes you might like: Ep 656 | The ‘Family Diversity' Myth | Guest: Dr. Brad Wilcox https://podcasts.apple.com/us/podcast/ep-656-the-family-diversity-myth-guest-dr-brad-wilcox/id1359249098?i=1000575407311 Ep 953 | Andrew Tate Is Wrong About Marriage | Guest: Dr. Brad Wilcox https://podcasts.apple.com/us/podcast/ep-953-andrew-tate-is-wrong-about-marriage-guest-dr/id1359249098?i=1000645909138 --- Buy Allie's book, You're Not Enough (& That's Okay): Escaping the Toxic Culture of Self-Love: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://alliebethstuckey.com/book⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Relatable merchandise – use promo code 'ALLIE10' for a discount: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shop.blazemedia.com/collections/allie-stuckey Learn more about your ad choices. Visit megaphone.fm/adchoices