Podcasts about chief growth officer

After years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, and so many others that she found didn't fit what she was looking for - other active retirees of similar age. Now she's IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality. This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found him through my channel, he'll make sure to treat you well!I'm flying from Los Angeles to Aiken, South Carolina to visit the Woodside community next month myself to do a full review of the community (similar to a restaurant review, but for retirement communities)!Is there a retirement community you're excited to go to? If so, let me know in the comments and I'll add them to my list of communities to review!For Judy, early retirement comes down to one word: choices. At 57, two years into life after work, she wakes up with the freedom to choose slow mornings, long walks, golf leagues, pickleball lessons, and spontaneous trips.Her plan was always early retirement at 55, and she never lost sight of it... even when fear, routine, and the temptation of “one more year” crept in.She shares how she built her “superhero account,” prepared for healthcare, learned to balance enjoying today with planning for tomorrow, and embraced the courage to leave a career she liked for a life she loves.Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ –––––––––––––––––––––––––––––Judy is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. Her statements reflect her own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The auto industry is changing faster than ever, yet cars remain deeply personal, symbols of freedom, connection, and possibility. Few companies embody that spirit like General Motors, a brand that has shaped culture for more than a century and is now leading the charge toward an electric and connected future.Jim's guest this week is Norm de Greve, Chief Growth Officer of General Motors. GM is, of course, home to iconic brands like Chevrolet, Buick, GMC, and Cadillac. It is a $77 billion revenue powerhouse driving innovation across combustion, electric, and autonomous vehicles.Norm brings a rare combination of creativity, purpose, and business discipline to one of the world's most iconic companies. Before joining GM in 2023, he spent nearly a decade as CMO of CVS Health, helping transform the company into a purpose-driven healthcare leader.So buckle up and tune in for a conversation with a marketing leader who believes in leading with high expectations and kindness.Captured live at the ANA Masters of Marketing, in partnership with TransUnion.---Learn more, request a free pass, and register at iab.com/almPromo Code for $500 of ticket prices: ALMCMOPOD26---This week's episode is brought to you by Deloitte, TransUnion and the IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What really drives growth in today's world? Better tactics… or better trust?In this episode of Journey to Legacy, I sit down with Reed Hansen, Owner and Chief Growth Officer of MarketSurge, to talk about what actually works in marketing and business today - and why the future is far more human than most people expect.Reed shares his journey from working alongside his dad in a family business, to building a career in sales and marketing, to being laid off twice due to company acquisitions, and how those moments reshaped his identity, values, and leadership.We talk about:- Why trust beats tactics in marketing (and in life)- How AI and automation are changing the way people build relationships- Why niching down helps you grow faster, not smaller- What to do if you're starting with $0 and need clients- Why “I am not my job” is a mindset every entrepreneur needs- What legacy really means when integrity mattersIf you're a growth-oriented, purpose-driven entrepreneur who wants to build something real, without losing your values, this episode is for you.

Chief Growth Officer, Maggie Seidel from Finseca gives the insider information on what Washington DC is doing right now in the world of finance and life insurance. What is Finseca doing to defend life insurance and agents from over regulation and tax threats. 00:00 Intro 00:52 Maggie Seidel & Finseca's Mission 03:44 Finseca's Structure and Approach 06:08 Addressing Threats 06:40 Analogy of Financial Professionals' Evolution 08:09 Pushback Against Financial Regulation and the Fiduciary Standard 09:58 Tax Code Changes and Finseca's Response 11:09 Permanence on 199A 14:02 Finseca's Approach When It Comes To Debt 19:05 Finseca's Opinion on Fiduciaries 20:49 Ernst & Young Study 26:37 What is Finseca Looking Forward To? 32:29 Finseca's Approach to the People on the Internet? 36:37 Final Thoughts Want to Join Finseca? Click Here: https://www.finseca.org/Join Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Every leader faces it… the moment you realize someone on your team just isn't cutting it..Too often, leaders hold onto struggling employees out of compassion, hope, or fear of being “too harsh.” But avoiding hard decisions can quietly drain energy, stall team performance, and create bigger problems down the line.In this episode of Let's Talk, People, Emily sits down with Mary Beech, Chief Growth Officer at Thorne, to explore one of leadership's toughest balancing acts: managing performance with clarity and care and knowing when it's time to call it. Together, they unpack how to recognize when coaching isn't enough, how to make confident calls under pressure, and how to support your high performers. Mary shares personal lessons she learned the hard way, from holding on too long, to learning that accountability is an act of empathy.Whether you're a new manager navigating difficult conversations or a seasoned leader looking to sharpen your performance management skills, this episode offers practical tools and mindset shifts to help you lead with clarity, fairness, and heart.Timestamps: [00:01:15] Acting with Empathy and Accountability in Tough Decisions –Underperformance isn't a relationship issue. It's a team issue. As leaders, our job is to protect the business and the team, not just preserve one relationship. Mary describes how delaying difficult performance decisions can quietly erode trust, credibility, and team morale.[00:07:32] The Sprint vs. Marathon of Managing Performance – Be very intentional about which people you spend your time on. Treat your coaching and attention like a portfolio. Emily and Mary unpack when it's appropriate for leaders to overinvest time with certain team members, and how leaders can leverage strategies to balance time between both high and low performers.[00:13:09]: Evolving Roles from Generalists to Specialists – As your business evolves, not everyone will still fit the needs. What worked in an early, generalist-heavy stage may not work in a more specialized, scaled environment. Emily and Mary discuss how sometimes the most caring choice is to clarify the new expectations and support someone to shift roles or move on.[00:22:22] Feedback as a Lifelong Skill – Giving clear and timely feedback gives you credibility and reinforces you as the leader. Mary reflects on why feedback isn't a box to check but a practice to keep refining, even for experienced executives. They discuss real-time coaching and how ongoing conversations strengthen your credibility, align the broader leadership team, and give the individual a real chance to adjust.Access the episode transcript.Join the Conversation: This year we're taking audience questions! Send in your toughest people management and leadership challenges, and we'll anonymize them and tackle them in an upcoming episode. Email Abigail on our Let's Talk, People team with your situation as a written note or voice memo to abigail@arosegroup.com.Connect with Emily Frieze-Kemeny on LinkedIn and Instagram or explore her work through AROSE Group's

Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early!Hope you enjoy the insights shared!Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZInterested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy–––––––––––––––––––––––––––––Suzi is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Irina Chuchkina is the Chief Growth Officer at Wallet In Telegram. Irina is an accomplished leader in crypto and fintech with over 18 years of experience building world-class brands at the intersection of payments and technology, across Europe and Asia. Currently, Irina is leading Wallet's global expansion strategy with a target of 15 new countries in the next 2 years.Previously, she was CMO at Volt, driving their brand and global marketing strategy. She was also part of Southeast Asia super-app giant, Grab, where she helped to launch GrabPay, Grab's mobile wallet, and GrabRewards, its loyalty platform across Southeast Asia.In this conversation, we discuss:- Wallet in Telegram - Difference between Wallet in Telegram vs standalone crypto wallets - Finance inside messaging apps - Telegram as a Super-App - The convergence of messaging, payments, and identity - Go-To-Market for wallets - Stablecoins as the backbone of global payments - 3 pillars of wallets: distribution, utility, simplicity - The recent launch of xStocks inside TON Wallet - Why growth in crypto is fundamentally different from Web2 growth Wallet In TelegramX: @wallet_tgTelegram: t.me/walletLinkedIn: Wallet In TelegramIrina ChuchkinaX: @pogodasuperLinkedIn: Irina Chuchkina---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All

Welcome to a very special CMO Whisper at CES episode. This is part of an ongoing series of conversations we're recording before, during, and after CES to give CMOs and growth leaders real perspective on what actually matters right now and what's coming next. Today, I'm joined by Chase Miller, Chief Growth Officer at Claritas, where he leads go-to-market strategy and revenue growth, aligning sales, marketing, and product around an integrated growth vision. A long-time builder of market-making data business, Chase brings deep experience across analytics, monetization, product strategy, and strategic partners. He is a co-founder of Nielsen Catalina Solutions and has held senior leadership roles at Nielsen, Indian Hill Group, and Claritas. Across his career, Chase has focused on turning data identity and measurement into scalable growth engines for brands, agencies and platforms. And finally, Claritas is graciously supporting this entire CES series, helping making these conversations possible so marketing leaders can learn and hear directly from operators who are deep into work, not just talking about it. 

Hiring a financial advisor isn't about credentials alone, it's about timing. And for many people, getting that timing wrong can cost years of freedom.Ari explores when it doesn't make sense to hire a financial advisor, when it absolutely does, and why the decision often has less to do with intelligence or interest in finances and more to do with stress, life stage, and opportunity cost. Drawing from personal experience, real client conversations, and a story from his own life, Ari explains why pushing back, asking questions, and trusting your instincts matter just as much as spreadsheets and projections. The discussion reframes financial advice away from credentials and rules of thumb and toward partnership, value, and peace of mind. Some people genuinely enjoy managing their own finances and are well-equipped to do so — until complexity, time constraints, or major transitions enter the picture. Others reach a point where the cost of doing everything themselves quietly becomes higher than the cost of professional help. Rather than offering a one-size-fits-all answer, Ari breaks down the signals that matter most: losing sleep, worrying about missed opportunities, navigating retirement timing, tax strategy, healthcare decisions, or coordinating finances with a spouse. The goal isn't to convince anyone to hire an advisor — it's to help people make the decision intentionally, with clarity and confidence. This conversation is for anyone who has ever wondered whether they're doing just fine on their own, or whether having the right partner could help them work less, worry less, and live more.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this first part of our exclusive interview, Market Pulse host Aaron Fichera sits down with Paolo Neto, President & Chief Growth Officer of NEO, to explore how global forces are reshaping the U.S. real estate market. Paolo shares his journey from tech to real estate and introduces NEO, the world's first AI-powered global marketplace for new construction. Together, they unpack the macroeconomic and policy drivers pushing international buyers toward U.S. properties offering developers, builders, and agents a front-row seat to a rapidly evolving buyer landscape. 

Most people think the safest path to retirement is to keep saving more, no matter how close they are to the finish line. But what if there comes a point where saving actually matters less, and investing well, living well, and spending with intention matter more?In this end-of-year episode, Ari shares why many near-retirees may need to rethink their instinct to “just keep saving.” He breaks down the surprising point where portfolio growth outweighs new contributions, why being “qualified-rich and cash-poor” can limit your freedom, and how over-saving can quietly eat into the healthiest, most meaningful years of your life. Through honest stories, real math, and a clear look at how 401(k)s, Roth IRAs, and brokerage accounts support early retirement, this episode challenges the belief that more saving is always better.If you're wondering when to stop maxing every account, when to shift dollars into a taxable “superhero” account, or how to balance retirement planning with actually enjoying your life right now, this conversation offers a different way forward — one rooted in confidence, not guilt.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Steph So, Chief Growth Officer at Shake Shack, blends technology, creativity, and hospitality to shape how guests experience one of America's most beloved fast casual brands. Through digital innovation and menu development, she has become a key leader driving Shake Shack's modern growth. Listen now to learn how Steph So blends hospitality with technology, why curiosity drives her decisions, and how Shake Shack keeps innovating without losing its soul. Sponsored by: • TOAST - All-In-1 Restaurant POS: https://bit.ly/3vpeVsc Learn more about your ad choices. Visit megaphone.fm/adchoices

Choosing when to collect Social Security is one of the most stressful retirement decisions people face, and it doesn't have to be.In this episode, Ari breaks down how most people actually decide when to claim Social Security, why there is no single “best” age, and how to think about the decision without fear or guesswork. Using real data and real-world scenarios, the focus stays on understanding trade-offs rather than chasing a perfect answer. Listen as Ari explains why some people claim as early as 62, why others wait until full retirement age or later, and how factors like income needs, longevity, and spousal considerations influence the decision. It also highlights why calculators alone often miss what matters most, and why peace of mind plays a bigger role than people expect. This is for anyone approaching retirement who wants a clearer, calmer way to think about Social Security and make a confident decision that fits their life.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Revenue teams are dealing with more tools, more data, more automation - and more pressure - than ever before. Growth isn't just about selling better anymore. It's about how the entire revenue engine actually works.For the first time, RevOps isn't a background function — it's shaping how companies grow, scale, and make decisions.In this episode of the Belkins Podcast, Michael Maximoff sits down with Jen Igartua, Founder & CEO of Go Nimbly, to unpack what's really happening inside modern revenue organizations — and why RevOps is suddenly at the center of it all.Jen has helped architect revenue systems for some of the most respected SaaS companies in the world, including Twilio, Zendesk, Snowflake, Intercom, and Superhuman. But this conversation isn't about theory or frameworks. It's about what breaks when companies scale, where AI actually helps (and where it creates chaos), and why the future of sales, marketing, and RevOps looks very different than most teams expect.What you'll learn in this episode:Why RevOps is having a moment — and how rising complexity, AI adoption, and executive pressure have pushed RevOps into a strategic roleWhat Revenue Operations actually does beyond automation, reporting, and tooling — including enablement, strategy, and protecting the customer experienceHow AI is changing RevOps teams — from workflow automation and data architecture to the risks of agent and automation sprawlThe real future of sales roles — why junior SDR roles are disappearing, and why business development is becoming more senior, not automated awayHow to know when your company needs RevOps — including revenue thresholds, organizational signals, and common mistakes founders make too earlyWhat strong RevOps teams get right — clean data, shared definitions, cross-functional trust, and decision-making that actually sticksThroughout the episode, Jen and Michael go deep on the messy, human side of scaling revenue — misaligned incentives, broken handoffs, over-engineered stacks, and the uncomfortable truth that most companies don't actually have a single view of the customer.This isn't a hype conversation about tools. It's a grounded look at how modern revenue organizations are being rebuilt — and why RevOps is now one of the most critical functions inside growing B2B companies.Chapters:00:00- Intro: Who is Jen Igartua03:17- What is RevOps?09:25- AI Changed RevOps: AIOps, When to Hire RevOps, Build vs Outsource17:25- Workflow Automation Is Getting Out of Control24:02- What's Next: Platform Consolidation in RevOps27:46- Clay, HubSpot, and the Reality of the Modern RevOps Stack33:48- The Limits of AI in Sales & Marketing39:25- How SDRs, Marketing, and Social Selling Are Merging49:50- RevFest: Building Real RevOps Community01:00:49- Go Nibly's Evolution and Strategy01:12:44- Curated Dinners as Acquisition Strategies01:21:26- Creativity, Leadership, and “Follow the Fun”About the ShowWhat does it really take to grow a B2B business today? We ask the people doing it.The Belkins Podcast dives deep into the strategies, decisions, and behind-the-scenes insights driving real growth at top B2B companies. Each episode features candid conversations with industry heavyweights — CROs, CMOs, founders, and seasoned operators — who've navigated market downturns, scaled teams, and dealt with the realities of modern revenue growth.You'll hear hard truths, unfiltered insights, and actionable perspectives from leaders who've actually built and operated revenue engines at scale.

*This is a rerun of a previously released episode Geoff Woods is the #1 international bestselling author of The AI-Driven Leader: Harnessing AI to Make Faster Decisions and the founder of AI Leadership and the AI Driven Leadership Collective. As a former Chief Growth Officer of a global company, Geoff brings real-world expertise in using AI to transform how leaders think and make decisions. In this episode, he reveals how AI can serve as a powerful thought partner—enhancing strategic focus, overcoming operational overwhelm, and unlocking breakthrough solutions using his CRIT framework. Tune in to learn how the most effective leaders are leveraging AI to stay ahead in a rapidly evolving business landscape. Today we discussed: 00:00 Start 01:10 Introducing Geoff Woods 01:23 How AI Enhances Leaders Strategic Thinking 03:13 AI as a Thought Partner 04:50 How AI Can Help with Operation Tasks 06:20 Focusing on the 20% 07:56 The C.R.I.T. Framework 13:10 Addressing the AI Culture Shift 16:20 How is AI Changing Decision Making 17:39 What's AI's Role in Leadership 19:26 How to Start Integrating AI Into Your Leadership Practices This episode is brought to you by Duct Tape Marketing. Free Resource for Business Owners: If you're feeling overwhelmed by marketing, don't miss our CEO Sara Nay's new 30-minute workshop: The Clarity Engine. You'll learn a smarter, more strategic approach and get a worksheet to map out your next steps for 2026. Join the workshop & grab your free worksheet - https://dtm.world/clarity Give yourself the gift of clarity in 2026!  

For episode 657 of the BlockHash Podcast, host Brandon Zemp is joined by Jack Cameron, Co-founder of CreatorFi.Jack Cameron is the Chief Business Officer and Chief Growth Officer at CreatorFi, where he leads growth strategy and develops brand partnerships across the creator economy. A serial entrepreneur with experience founding two companies, he brings deep media-industry expertise shaped by his work at WPP Media. Jack's background in scaling media solutions and navigating complex brand ecosystems informs his role in building CreatorFi's market presence and shaping its commercial vision. CreatorFi by Insomnia Labs is a fintech IP platform focused on advancing creative IP holders and unique opportunities for media financiers. By partnering with content creator companies, music catalog owners, and UGC developer studios in Roblox and Fortnite, CreatorFi provides direct access to creative IP cash flows in digital IP platforms such as YouTube, Roblox, Fortnite, and music.

In this episode of the Grow Clinton Podcast, Andy and Jenny host Emma Johnson and Lee Jacobsen of Nestle Purina PetCare Company, located in Clinton, Iowa. The belief that pets and people are better together has guided Nestlé Purina PetCare for over 90 years.The company cares deeply about the quality of its food because they share their customer's passion for pets. For more information, visit https://www.purina.com.Purina's Clinton factory produces some of the company's most popular pet food and treat brands and is a hub for new products. The pet food production expansion includes new cooking and packaging lines that will be used to make various pet food brands, including Purina ONE, Purina Pro Plan, and Purina Pro Plan Veterinary Diets. Pet owners' growing demand for the company's nutritious, science-based dog and cat foods, which use high-quality and trusted ingredients, drives this expansion.Recently, the Clinton factory made a significant capital investment by constructing the ASRS, an automated storage and retrieval system. The massive vertical structure functions as a "vending machine"-style system, enabling the safe and climate-controlled storage of palletized products. Robotics and other technologies ensure ease of use, tracking, shipping, and loading of trucks. "The pet care industry is dynamic and thriving, and Purina's role as the category leader is one that we take seriously," said Andrea Faccio, Chief Growth Officer at Purina. "The ongoing investment in our business, including this expansion in Clinton, sets us up for continued growth in the future and helps us meet increasing demand from pet owners who have placed their trust in Purina to deliver nutritious and high-quality dog and cat foods."Nestlé Purina PetCare creates richer lives for pets and the people who love them. Founded in 1894, Purina has helped dogs and cats live longer, healthier lives by offering scientifically based nutritional innovations. Purina manufactures some of the world's most trusted and popular pet care products, including Dog Chow, Purina ONE, Pro Plan, Fancy Feast, and Tidy Cats. The more than 8,700 U.S. associates at Purina take pride in the company's trusted pet food, treat, and litter brands, which feed 51 million dogs and 65 million cats every year. More than 500 Purina scientists, veterinarians, and pet care experts ensure our commitment to unsurpassed quality and nutrition. Grow Clinton is a proud 501(c)(6) nonprofit organization committed to fostering community, driving economic development, and promoting tourism in Clinton, Iowa.Subscribe to the Grow Clinton Podcast at the following locations:- Apple Music- Spotify- Amazon Music- Buzzsprout- Overcast- YouTubeFollow the Grow Clinton Podcast on Facebook at www.Facebook.com/GrowClintonPodcast. Our mission? To ignite business growth, strengthen community ties, and advocate for the sustainable economic success of the Greater Clinton Region.Want to promote your business or upcoming event? Connect with Grow Clinton at (563) 242-5702 or visit our website at Have an idea for a podcast guest? Send us a message!

In this week's episode of Behind Beautiful Things, host Kevin sits down with Jasmin, the Chief Growth Officer at CHOW—a nonprofit dedicated to supporting mental health and overall wellness in the hospitality and service industry. Jasmin opens up about her journey as a chef, the mental health challenges she faced in the kitchen, and how those experiences led her to CHOW's mission of providing community, resources, and real support for hospitality professionals.Together, Kevin and Jasmin dive into the importance of mental health in food service, the impact of shared stories, and why taking therapy seriously has transformed her life and leadership. Jasmin also shares how CHOW is working to reduce burnout, stress, and the unique pressures facing chefs, servers, bartenders, and all industry workers.If you're passionate about hospitality, wellness, or the power of community, you won't want to miss this inspiring conversation. Tune in now!Check out CHOW's website: http://www.chowco.org/ Behind Beautiful Things Website: www.sadtimespodcast.com Follow Behind Beautiful Things on Facebook: https://www.facebook.com/groups/373292146649249Follow Behind Beautiful Things on Instagram: @behindbeautifulthingspodcastLearn more about Kevin's Professional Speaking and Acting at www.kevincrispin.comCheck out Kevin's substack: https://allconviction.substack.com Get your very own “Sad Schwag”: https://www.teepublic.com/stores/hysteria51/albums/253388-sad-times-podcast?ref_id=9022Editorial note: Behind Beautiful Things is committed to sharing various stories from generous guests. The hope is to allow any number of stories to be shared to help people feel less alone and, perhaps, more empathetic. It is important to clarify that the guests' stories, perspectives, and sentiments do not necessarily reflect the views and beliefs of Behind Beautiful Things in any way. Please note that Behind Beautiful Things is in no way a substitute for medical or professional mental health support.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most advisors start with one question: “What's your risk tolerance?”In retirement, that question might steer you in the wrong direction.In today's episode, Ari breaks down why traditional risk questionnaires fail, and the better framework that actually protects your lifestyle, your confidence, and the income you need to live well in retirement. You'll hear the story of a couple who rated their risk tolerance completely differently… and then changed their answers the moment markets dropped. That moment revealed the real problem: risk tolerance isn't stable, and it doesn't tell you what you truly need to know.Instead, Ari walks through a practical, back-of-the-napkin method for building a portfolio that fits your actual life, not a textbook. From identifying how much income you really need… to understanding how many years of “war chest” money can help you ride out downturns… to adjusting your allocation as your lifestyle shifts from go-go years to slower seasons. If you've ever wondered whether your portfolio is too risky, too conservative, or simply too cookie-cutter, this episode will give you the clarity you've been missing.In this episode:• Why risk tolerance changes with the market — and why that's a problem.• The question to ask instead of “What's your risk tolerance?”• How to determine the right mix of equities, bonds, and cash for your lifestyle.• Why retirement is a different game — and why singles, doubles, and consistency beat home runs.• A simple framework to help you optimize without overthinking.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this episode, Ellen Sexton, Executive Vice President and Chief Growth Officer at Blue Shield of California, discusses the impact of major policy changes on Medicaid and commercial markets, how her team is preparing for uncertainty, and the strategies needed to support members, stabilize employer coverage, and advance innovation across California's health care landscape.

When you walk into the C-suite, everything about selling changes. This episode unpacks why traditional pitching falls flat - and why outcome-based selling is the strategy that separates trusted partners from everyone else. In this conversation, Harry Kendlbacher sits down with Ed See, Chief Growth Officer at Zeta Global, to break down the mindset shift sellers must make when engaging senior decision makers. From consultative selling, sales curiosity, and the courage to drop your own agenda, to the rising role of AI in sales and navigating enterprise buying groups - this episode gives you a complete framework for modern executive selling.

In this episode, Ellen Sexton, Executive Vice President and Chief Growth Officer at Blue Shield of California, discusses the impact of major policy changes on Medicaid and commercial markets, how her team is preparing for uncertainty, and the strategies needed to support members, stabilize employer coverage, and advance innovation across California's health care landscape.

In this inspiring conversation, Gary Takacs interviews Dr. Whitney Weiner, periodontist, multi-location practice owner, and Chief Growth Officer at Icon Dental Partners. They explore Whitney's journey from clinician to leader, the power of growing people from within, the oral–systemic connection, and the philosophy of "growth for the right reasons." With real stories of team members rising into transformative roles, insights on HR challenges, and a refreshing abundance-minded approach to dentistry, this episode is a must-listen for dentists committed to building meaningful, people-centered practices.

Send us a textFrank Wu is the Co-founder of Aibrary and a Harvard Kennedy School MPP graduate. He led 20+ edtech and AI investments at TAL, helped build Think Academy in the U.S., and previously taught 3M+ students.Susan Wang is the Chief Growth Officer at Aibrary and a Yale and Harvard Business School alum. She led creator and product operations at TikTok and worked in strategy at TAL, with deep experience scaling edtech products.

Between work, school schedules, and family commitments, many parents find themselves putting friendships on hold. But mental health experts say staying connected with friends isn't just good for your social life — it's vital for your wellbeing. Joanne Grant, Chief Growth Officer at Sweetser Behavioral Health, joins Adrienne Stein to talk about how adult friendships evolve through different stages of parenting — from sleepless nights with newborns to the empty nest years. She says maintaining friendships helps reduce stress, combat isolation, and even improve parenting outcomes. Grant also talks about some of the challenges parents face when it comes to finding friends after their kids are all grown up and suddenly, they're trying to figure out who they are and what they like. For many adults, building new friendships can feel daunting. Grant recommends starting small — a quick text, a walk, or joining a local group centered around a shared hobby. Grant also points to social connection as a protective factor against anxiety and depression. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Clover, I sit down with fellow Austinite, community builder, and multi-pivot queen Heather Trumpfheller for a conversation that hits on career, identity, sobriety, boundaries, and what it really means to build community with intention.We talk about:Her winding career path & permission to pivotGrowing up a storytelling-obsessed kid in Dallas, studying broadcast journalism at Mizzou, and working at an NBC stationThe scary identity shift of leaving journalism, trying PR, and then being “discovered” in the Central Market checkout line and pushed into salesWorking 11 years for the same leader, getting moved to Boston, and realizing she had outgrown a company she deeply lovedThat “make it obvious” moment & walking away from misalignmentThe gut-check prayer the morning she asked for a sign to quitThe wild 1:1 where her boss suggested a new role and she realized the real answer was: “I quit.”How she took six months to get clear on her values, not her job titleNetworking, mentorship & operationalizing relationships (without feeling icky)Why you should never wait until you need a job to start networkingBuilding “relationship capital” with systems: calendar-blocked Friday follow-ups, notes on people, and being intentional about second-degree connectionsHer take on mentorship as seasonal, specific, and often most powerful outside your current companyHow to make a compelling outreach ask that actually gets answeredSobriety, boundaries & redefining worth beyond achievementHitting her two-year sober anniversary and realizing how much she'd been numbing with alcoholRecognizing when your self-worth is tied to numbers, titles, and likabilityUsing how you feel after events and interactions as data to set better boundariesWhy she now sees boundaries as a gift—to herself and to the people around herLeading Austin Women in Tech & building true communityMoving to Austin not knowing anyone and finding Austin Women in Tech through a random MeetupStarting as membership director, then becoming president, and helping grow the org to hundreds of membersWhat it's like to motivate and lead in a volunteer-only environmentWhy volunteering is a low-risk way to practice leadership, test new skills, and expand your networkHer current work: community, referrals & women-owned businessesHer role as Chief Growth Officer at Switchboard, a platform connecting skilled virtual volunteers with global mission and ministry organizations Switchboard+1Her work with What She Said and the RFRL app, a referral platform that routes everyday recommendations (CPAs, lawyers, favorite coffee shops) to women-owned businesses and rewards the people making referrals What She Said, Inc.+1Why she believes abundance follows alignment—and how these roles line up perfectly with the life she actually wantsInfluence without the titleHow to lead before you have the formal authorityWhy influence isn't always the loudest person or the biggest title—it's consistency, clarity, and alignmentLinks & resources mentioned:Connect with Heather on LinkedInAustin Women in Tech (AWT) – the nonprofit community Heather led as presidentWebsite: awtaustin.org Switchboard – virtual volunteering platform connecting skilled volunteers with

Deciding when to claim Social Security is one of the most important retirement choices you'll make, but most people approach it the wrong way. They pick an age early, cling to it for years, and assume the “best” decision never changes. In reality, the right claiming strategy shifts as your life shifts: your spouse's benefit, your health, your spending, your tax plan, and even how much joy you're getting out of retirement all matter far more than a hard rule.In this episode, Ari explains why Social Security should never be treated as a one-time, set-it-and-forget-it decision. Through real client stories, a behind-the-scenes look at how Roth conversions, RMDs, and retirement income interact, and a simple framework that fits any household, this conversation reframes the entire question. Sometimes delaying boosts long-term security. Sometimes taking it early frees up your cash flow for meaningful years. And in many cases, the “optimal” age changes as your plan changes.If you've been wondering when to claim Social Security, how it fits into Roth IRA conversions, what it means for your surviving spouse, or how to build a flexible retirement income plan, this episode gives you clarity without the jargon and confidence without the fear.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

“Everyone older than me was optimizing careers for comfort — I think we need to be uncomfortable. I think we need to push the boundaries.”Vineet Mehra is CMO of Chime - the fastest-growing and most-loved consumer banking service in the U.S. - where he leverages data-driven and cultural marketing strategies to drive growth and challenge industry norms. Vineet is a global marketing leader, Board Director, and advisor recognized for building disruptive, category-defining brands. Previously, Vineet served as Global Chief Customer and Marketing Officer at Walgreens Boots Alliance, where he led the $100B company through its COVID-19 transformation, and as Chief Growth Officer at Ancestry, launching AncestryDNA to redefine consumer genomics. Before that, Vineet served in many rising leadership roles across CPG. At Johnson & Johnson, Vineet was Global President of Baby Care and Global President of Marketing, overseeing a multibillion-dollar portfolio and modernizing worldwide marketing capabilities. Vineet held early leadership roles at Novartis Consumer Health across Europe, the U.S., and Canada, as well as brand-building assignments at General Mills. Procter & Gamble was Vineet's career start — first in Canada in Beauty Sales & Marketing, and later as a regional Beauty Care Brand Manager in Asia - shaping his reputation as one of the industry's most globally experienced marketers. Named among Forbes' 50 Most Influential CMOs, Vineet is committed to advancing the marketing industry — currently serving as an advisor to Spotify, MMA Global, Ridge Ventures, OfferFit by Braze, AI Trailblazers, and Virtuosi LEAP. Previously, Vineet held senior advisory and board roles at WPP, Apollo Global Management, AdTheorent, Adweek, Knotch, and Effie Worldwide — where he served as Chairman of the Board. An avid traveler, Vineet has visited over 80 countries and cherishes creating memories with his family.This episode is hosted by P&G Alum Sudha Ranganathan, who's spent over 19 years in diverse Marketing leadership roles at companies like P&G, PayPal, and LinkedIn where she's honed her passion for customer-centric marketing and talent development.

In this episode of Act Three, I sit down with the brilliant and endlessly thoughtful Rishad Tobaccowala—author, futurist, speaker, and longtime global strategist—to talk about what it really takes to build a vibrant next chapter. Rishad spent nearly four decades at Publicis Group, eventually becoming Chief Strategist and Chief Growth Officer. But his most interesting work, in many ways, began after he left corporate life and stepped into what he calls his "company of one." We talk about:

Abby Salameh, Chief Growth Officer at RFG Advisory, discusses the firm's expanded StrongHer Money initiative, its leadership, and the drivers behind its advisors' 13% organic growth. She also shares her perspective on the challenges and opportunities ahead for RIAs and what makes RFG's model compelling for advisors considering their next chapter.

“Speed to Power” is the new race — but can the grid keep up?Hyperscalers, AI, and industrial demand are pushing load growth from flat to vertical. Yet most projects still take five to seven years just to interconnect.That's the bottleneck Hugo Mena is tackling as Chief Growth Officer at Electric Power Engineers (EPE).This live conversation addresses the forces shaping the grid of the future — and what it'll actually take to deliver power at the speed innovation demands. Hugo shares how developers, utilities, and data centers can collaborate to unlock speed to power without sacrificing reliability or long-term vision.Expect to learn:

This episode is sponsored by Naturepedic. Today, we're pulling back the curtain on the baby product industry, and trust me, it gets messy. From hidden toxins in crib mattresses to the rise of greenwashing and misleading “eco-friendly” labels, parents are navigating a world that's more confusing than ever. To help us make sense of it all, Naturepedic's Chief Growth Officer, Arin Schultz, is joining me for a real‑talk conversation about what's actually in the products our babies sleep on, roll on, and breathe in every day. Arin is a dad of four boys, a brilliant (and hilarious) industry insider, and one of my favorite guests to learn from when it comes to organic products. We're covering: The “dirty truth” about conventional baby products Which certifications actually matter — and which mean nothing Why crib mattresses are a HUGE deal for your baby's health How to avoid greenwashing What parents on a budget should prioritize Rapid-fire myth busting (prepare to be shocked!) What Arin wishes every parent knew before walking into a baby store If you've ever wondered: “What should I really be looking for when shopping for my baby?” — this episode is your new go‑to guide. Special savings for our listeners! Get 20% off Naturepedic baby and kids products at Naturepedic.com with our exclusive code BABYCHICK20. Tune in, learn something new, and feel more empowered in the choices you make for your family! Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Allen, Chief Growth Officer at MBE CPAs, shares how his lifelong passion for writing and motorsports has enriched both his personal and professional life. He reminisces about his early days getting in trouble for producing a black market student newspaper and how those writing skills, encouraged by his English teacher mom, have led to freelance opportunities with industry publications. Tim discusses his favorite experiences interviewing fascinating people in the automotive world, including celebrities like Keanu Reeves and Aaron Shelby. He believes his pursuits outside of work make him a better business developer and communicator, helping him craft better pitches and approach conversations from multiple angles. Tim emphasizes the value of bringing one's best self, including unique interests, into the workplace, noting how sharing these passions fosters stronger human connections. He encourages others to embrace their interests unapologetically, underlining that being comfortable with who you are paves the way for greater fulfillment at work and beyond. Episode Highlights · Tim highlights how his love for writing and motorsports not only enriches his personal life but also sharpens his skills and creativity in his corporate marketing and business development roles. · His experiences as a freelance writer, interviewing notable personalities and going behind the scenes at motorsports events underscore how following your interests can create unique and memorable opportunities. · Tim believes sharing personal interests (your "And") at work fosters genuine connections, makes you more relatable, and helps build stronger, more engaging relationships with colleagues and clients. · He encourages people not to hide who they are; being open about your hobbies or passions leads to a richer, more authentic professional (and personal) life, even if it takes time to become comfortable with that vulnerability. · Tim values spending time, like coffee catch-ups or casual chats, getting to know people beyond their job titles, emphasizing that these interactions are not only rewarding but also an essential (and too often overlooked) part of building community and culture in and out of work.

In this episode, Luke Wallace, founder-turned-fractional growth leader and former Chief Growth Officer at Zipline Education, opens up about the moment high-visibility mistakes hit customers and forced him to rebuild his operating system. He shares the CEO feedback that drew a line between being nice and being kind, why he chose to hire an executive coach instead of switching jobs, and how he moved from heroic execution to scalable systems that don't break under pressure.Luke talks about over-communicating up and across with data, rebuilding trust after public misses, and setting binary outcomes that make expectations unambiguous. He also gets tactical on giving direct feedback without becoming a jerk, navigating team changes when a beloved generalist no longer fits the stage, running customer interviews to unlock stalled growth, and managing imposter syndrome as the stakes rise.In this conversation, you'll learn:How to turn painful, public mistakes into long-term fuel for resilience, credibility, and trust.How to use systems, documentation, and managing-up rituals to scale beyond “hero mode.”How to build a support loop (clear feedback, mentors, and customer interviews) to stay grounded and effective.Things to listen for:(00:00) Intro(02:00) Luke's early dream of becoming a pilot(03:22) Into tech via school IT program(05:00) Startup wins, scrappy realities(09:15) Thank you to our sponsor, Navattic(12:23) Direct feedback versus being nice(23:54) Building a data-backed recommendation(24:27) Handling high-stakes leadership talks(25:01) Working through imposter syndrome(27:19) Systems for scale over heroics(30:19) Why Luke hired an executive coach(34:42) The hardest conversations as a manager(36:45) When the team and role evolve(40:00) Giving clear, actionable feedback(40:32) One-to-one coaching offer from Andrew(43:20) Lessons learned from real failures(44:26) Customer interviews as the unlock(46:34) Key takeaways and ways to connectA huge thanks to this episode's sponsor:Navattic: Interactive Product Demo Software - https://navattic.com/value Resources:Connect with Luke: https://www.linkedin.com/in/lukewallace805/ Connect with Andrew:LinkedIn: https://www.linkedin.com/in/andrewcapland/ Substack: https://media.deliveringvalue.coHire Andrew as your coach: https://deliveringvalue.co/coachingJoin Growth OS: https://deliveringvalue.co/growth-operating-system

In this episode of the Transform Sales Podcast: Sales Software Review Series, Eddie Bello, Marketplace Specialist at CloudTask, sits down with Preston Zeller, Chief Growth Officer at BatchService, to reveal how BatchLeads lets real‑estate pros zero in on motivated sellers and beat competitors to the deal. BatchLeads blends nationwide property data, AI‑driven seller “motivation” scores, and built‑in skip tracing to deliver hyper‑targeted lead lists in minutes. One click pulls owner phone & email, auto‑updates property records, and lets you call, text, mail, or power‑dial without leaving the platform no more juggling spreadsheets, CRMs, and third‑party data vendors. The result? Higher right‑party contact rates, cleaner pipelines, and faster closed transactions for investors, wholesalers, and agents alike. Try BatchLeads here: https://software.cloudtask.com/batch-services-734e83 #TransformSales #SalesSoftware #BatchLeads #RealEstateData #MotivatedSellers #PropTech

Stop letting your birthday decide your bond mix.That “age in bonds” rule feels safe, but it can quietly rob you of growth, freedom, and spending power.In this episode, Ari challenges the traditional 60/40 rule and shows how to build a smarter allocation based on your actual life, not your birth year. Using a real client story—a couple with $2 million in a 401(k), $85K in rental income, and $50K in part-time work—we explore how to balance risk, income, and long-term security without falling into the target-date trap.You'll hear:Why age-based rules and target-date funds often miss the markHow to define risk as losing purchasing power, not watching prices moveWhen higher equity can safely support early retirement dreamsHow to use part-time work, rental income, and Social Security to reduce bond dependenceTurning volatility into an advantage with Roth conversions and tax-smart rebalancingThe “five-year war chest” method for withdrawals without panic sellingIt's not about chasing returns, it's about funding freedom. Learn how to design your portfolio around the life you want, not the rule someone made decades ago.If this conversation helped you rethink your allocation, follow the show, share it with a friend, and leave a quick review.Ready to build a plan that aligns your investments, taxes, and cash flow? Visit https://www.rootfinancial.com/start-here/ to start your custom plan today.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Text us your thoughts on the episode or the show!In this episode of OpsCast, hosted by Michael Hartmann and powered by MarketingOps.com, we are joined by Spencer Tahil, Founder and Chief Growth Officer at Growth Alliance. Spencer helps organizations design AI and automation workflows that enhance go-to-market efficiency, streamline revenue operations, and strengthen marketing performance.The discussion focuses on how to move from experimentation to execution with AI. Spencer shares his systems-driven approach to identifying automation opportunities, prioritizing high-impact workflows, and building sustainable frameworks that improve strategic thinking rather than replace it.In this episode, you will learn:How to identify and prioritize tasks for automation using a value versus frequency modelThe biggest mistakes teams make when integrating AI into their workflowsHow AI can strengthen strategic decision-making instead of replacing peoplePractical prompting frameworks for achieving accurate and useful resultsThis episode is ideal for marketing operations, RevOps, and growth professionals who want to turn AI experimentation into measurable, scalable execution.Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals Ops Cast is brought to you in partnership with Emmie Co, an incredible group of consultants leading the top brands in all things Marketing Operations. Check the mount at Emmieco.comSupport the show

In this episode of The Digital Executive, host Brian Thomas speaks with Roland Austrup, Chief Growth Officer and Executive Committee member at Innventure—an industrial growth platform that transforms validated R&D from multinational corporations into high-growth standalone companies. With deep experience as CFO, Head of Capital Markets, and now CGO, Roland brings decades of financial and strategic expertise to the challenge of commercializing breakthrough technologies.Roland shares lessons learned from scaling industrial tech companies, including underestimated lead times, capital intensity, and the slow, trust-driven adoption cycles of risk-averse industrial buyers. He explains why success requires adaptability, a clear capital strategy, and a realistic view that “if you build it, they will come” rarely applies in this sector.He also breaks down how Innventure's model differs from traditional venture and corporate venture approaches. Instead of spread betting on startups, Innventure builds and operates its own companies, leveraging the massive “ore body” of R&D inside global enterprises. Their approach overcomes corporate barriers such as siloed structures, low risk tolerance, and misalignment between innovation and core business metrics—acting as a bridge between proven technologies and entrepreneurial execution.Looking ahead, Roland explores the macroeconomic and technological forces reshaping industrial growth—from inflation and geopolitics to aging workforces and reshoring trends. Despite headwinds, he sees significant tailwinds in Industry 4.0 advancements, including AI and industrial robotics, which he believes will unlock major productivity gains and drive strong North American growth.A thoughtful and forward-looking conversation for innovators, investors, industrial leaders, and anyone navigating the future of advanced manufacturing and commercialization.If you liked what you heard today, please leave us a review - Apple or Spotify. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Pharmacy Innovators, host Jim Jorgenson sits down with Jim Jacobsohn, Chief Growth Officer at Visante, and Joelle Hall, Director of Infusion Strategy, to explore how infusion services are becoming a strategic lever for hospitals and health systems. The conversation highlights how shifting care delivery models, increasing consumer expectations, payer pressures, and new market disruptors are reshaping infusion strategy—requiring health systems to rethink how and where care is delivered across hospital outpatient, AIS, and home infusion settings. The guests discuss why pharmacy is uniquely positioned to lead this transformation and how connecting infusion services to enterprise strategy can drive improved access, financial sustainability, and better patient and provider experiences. They outline critical success components—including footprint design, payer contracting, revenue cycle alignment, analytics, and patient experience—and offer insights on partnership models and return-on-investment expectations. Whether you're a CPO, CSO, CFO, or health system strategist, this episode provides a practical and forward-looking view of the infusion landscape and how to compete in a rapidly evolving market.

Guests:  Louis DeStefano, Chief Growth Officer, Oscar Health Jon Van Der Veer, DO, Founder & CEO, Hy-Vee Health In this special HLTH interview, Bright Spots in Healthcare host Eric Glazer speaks with two leaders shaping one of the most innovative payer–provider–retail collaborations in the country: Louis DeStefano, Chief Growth Officer, Oscar Health Jon Van Der Veer, DO, Founder & CEO, Hy-Vee Health Together, Oscar Health and Hy-Vee Health are building a new kind of health plan, one that blends local access, convenient care, primary care-first design, and tech-enabled member experience. Think of it as a hybrid model: part direct primary care, part advanced digital platform, part community-rooted retail ecosystem. This conversation dives into how the two organizations are integrating brick-and-mortar clinics, urgent care, pharmacy, SDOH-friendly retail access, and Oscar's tech stack, including "Oswell," Oscar's AI-powered clinical support tool, to deliver a personalized and coordinated experience. Topics We Cover: Why healthcare must be local, convenient, and relationship-driven How the partnership blends a supermarket chain, primary care clinics, and a tech-enabled health plan into one member experience How ICHRA is opening new doors for employer-driven personalization The role of AI and tools like Oswell in interpreting labs, improving communication, and augmenting care What a modern, scalable direct primary care model could look like The 10-year vision for this collaboration and where it expands next This episode offers a first look into a payer–retail–provider model that could reshape consumer expectations, and redefine how employer-sponsored and individual coverage works in the coming decade. References and Mentions: Learn more about the partnership between Oscar Health and Hy-Vee Health - https://www.hioscar.com/hy-vee-health Meet Oswell, Oscar Health's new health AI agent - https://www.hioscar.com/oswell  Dr. Garrison Bliss, widely recognized as the "Godfather of Direct Primary Care" -  https://www.linkedin.com/in/garrisonblissmd/ Bios: Louis DeStefano: https://hlth.com/events/usa/speakers/2025/louis-destefano Dr. Jon Van Der Veer: https://hlth.com/events/usa/speakers/2025/jon-van-der-veer Partner with Bright Spots Ventures: If you are interested in speaking with the Bright Spots Ventures team to brainstorm how we can help you grow your business via content and relationships, email hkrish@brightspotsventures.com About Bright Spots Ventures: Bright Spots Ventures is a healthcare strategy and engagement company that creates content, communities, and connections to accelerate innovation. We help healthcare leaders discover what's working, and how to scale it. By bringing together health plan, hospital, and solution leaders, we facilitate the exchange of ideas that lead to measurable impact. Through our podcast, executive councils, private events, and go-to-market strategy work, we surface and amplify the "bright spots" in healthcare—proven innovations others can learn from and replicate. At our core, we exist to create trusted relationships that make real progress possible. Visit our website at www.brightspotsinhealthcare.com. Visit our website:  www.brightspotsinhealthcare.com. Follow Bright Spots in Healthcare: https://www.linkedin.com/company/shared-purpose-connect/

Everyone wants better returns. Almost no one talks about where those returns should live.You can own all the right investments and still lose thousands a year if they sit in the wrong place.Asset location is one of those quiet advantages that doesn't make headlines but changes everything behind the scenes. It's how you line up your accounts so they work together instead of against each other. The difference isn't theoretical. It's real tax savings, smoother withdrawals, and more flexibility when life doesn't go according to plan.Ari Taublieb, CFP®, shares how investors nearing retirement can rearrange what they already own to keep more of what they've earned. It's not about being clever. It's about being coordinated — so your Roth, IRA, and brokerage accounts each play their role in funding your next chapter.This is the part of retirement planning most people never see, and that's why it matters. The right structure doesn't just build wealth. It buys time, peace, and choice.Listen now to see how small moves today can open more space to live tomorrow.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this episode, Vijay Bachani, President and Chief Growth Officer of New York Bariatric Group, discusses ASC trends, expansion opportunities, and how partnerships, negotiation leverage, and high BMI capabilities position his organization for strong growth in the year ahead.

This episode features Tim Fuchs, Chief Growth Officer, and Amanda Whitener, Senior Director of Client Development at nimble solutions. They share actionable strategies ASCs can use to accelerate cash flow, strengthen revenue cycle performance, and stay proactive in the face of rising costs, increasing payer complexity, and ongoing industry uncertainty.This episode is sponsored by nimble solutions.

Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms.This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “number”—but feel stuck when it's time to actually spend. James and Ari share real client stories of multimillionaires who still walk past convenience to save a few dollars, not because they need to… but because the “always save” habit is so deeply wired in.In this episode, you'll hear:Why it's so hard to shift from accumulator to spenderHow a scarcity mindset can follow you into a very comfortable retirementThe “M&M moment” that exposed just how powerful old money habits can beSimple ways to practice guilt-free, intentional spending that aligns with your valuesIf you've ever asked yourself, “Is it really okay to spend this in retirement?” this conversation will help you see your money as a tool for memories, not just a balance sheet number.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this inspiring episode, host David DeCelle sits down with ModelFA's newest team member, Joseph Pietrocini, Chief Growth Officer. Joseph shares his entrepreneurial journey, from launching a lawn care business in sixth grade to building a digital marketing agency in college, and how his faith and vision have shaped his career. Discover how Joseph's passion for innovation and impact led him to ModelFA, where he's helping drive the next wave of AI-powered tools and automations for financial advisors. Hear about his big goals, including his commitment to generosity and making a difference in his community, and get a behind-the-scenes look at the exciting projects on the horizon for ModelFA. Whether you're an advisor, entrepreneur, or just love a good story about growth and purpose, this episode is packed with insights, laughs, and motivation. Plus, find out where you can follow Joseph's journey online! Connect with Joseph: Email: Joseph@modelfa.com Website: modelfa.com LinkedIn: https://www.linkedin.com/in/josephpietrocini/ --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live.In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers.Here's what we cover:The Rule of 55 — how it lets you access 401(k) funds early (and the key mistake that disqualifies you).Healthcare before Medicare — how to budget smartly, use tax strategies, and avoid sticker shock.Taxes & Withdrawal Strategy — why a $2M 401(k) isn't really $2M, and how to create real after-tax income.Legacy Goals — whether you want to leave a million or spend it all, your intentions should drive your plan.Lifestyle & Purpose — how to avoid the “I'm bored already” phase and build fulfillment into your retirement.Retiring early isn't about escaping work, it's about creating a life you don't want to escape from.If you're serious about retiring at 55 (or sooner), this episode helps you think beyond the math so you can design your freedom with purpose.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this episode, we sit down with Josh Studzinski, Chief Growth Officer at CarePredict, to explore how data-driven technology and AI are reshaping the senior living industry. We discuss how operators can evaluate, implement, and measure the ROI of technology solutions—and why success starts with aligning organizational goals from the top down.In this episode, we cover:Defining ROI and aligning metrics for successful tech implementationOvercoming “analysis paralysis” when evaluating new toolsUsing real-time data to enhance caregiver responsivenessHow CarePredict helps communities identify and adjust care needs earlyMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestJosh Studzinski (Chief Growth Officer, CarePredict): https://www.linkedin.com/in/joshstudzinski/ This episode was recorded at the 2025 LeadingAge annual meetingProduced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok

Retirement doesn't come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks.First, get clear on monthly spending (baseline needs + lifestyle wants). Then reverse-engineer your target by layering in taxes, a sensible withdrawal strategy, guaranteed income (Social Security, pensions), and the one-time costs people forget—like cars, remodels, weddings, or big trips.Beyond the math, we tackle the emotional side: purpose, identity, and designing days that feel meaningful, so the plan funds a life you actually want to live.What you'll learnA simple framework to find your number, not “the” numberHow to translate monthly spending into a retirement targetCoordinating Social Security, pensions, and portfolio withdrawalsPlanning for taxes, RMDs, and estate basics without overwhelmBudgeting for big one-time expenses (and avoiding nasty surprises)Stress-testing returns and inflation—without getting lost in complexityBuilding purpose and rhythm in the first 1–2 years of retirementIf this brought clarity to your timeline, follow the show, share it with a friend, and leave a quick review—so more people can retire on purpose.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

What if the “smart” money choice isn't the choice that builds your best life?This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a Padres game—and turns into a bigger lesson: money is a tool to create meaning, not a score to keep. It's a look at the Five Types of Wealth (financial, time, social, mental, and physical) and why the spreadsheet answer isn't always the human answer.Ari and James share real examples: paying for time to be with family and friends, choosing health over “perfect” returns, even saying yes to a once-in-a-lifetime trip when it matters most. It's practical retirement planning and financial planning through a different lens—purpose-driven wealth, money mindset, peace of mind.If the goal is a life well lived, optimization means aligning dollars with values: relationships, adventure, and the stories you'll keep telling. That's true retirement lifestyle design... building a life you don't want to retire from.Watch to rethink “financially optimal,” and learn how to use your money to buy back time, reduce stress, and live on purpose.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Join Nick Lamagna on The A Game Podcast with his guest Nick Legamaro,  who has gone from Nick the NOTE Guy to Nick "The Data Guy!" He is the Chief Growth Officer at Data Aviator — the platform behind USA Lead Machine, which delivers real-time, high-intent leads to real estate investors, agents, wholesalers, and lenders. If you're tired of chasing cold leads, this episode will show you how data can help you close more deals with less effort, find motivated sellers and close more deals, FASTER! He is a long time real estate investor and creative finance master fighting out of Austin, Texas who has built himself up as THE authority in creative finance deals and was even the mind behind some of the biggest subject to and wrap communities you all follow today on social media. He was so high level that he even sold his company to a federally chartered bank! He has taken his details for dotting the Ts and crossing the I's and is showing people what they DON'T know could cost them legally and financially and these deals and contracts need to be structured the right way. He is a master in wraps doing over 1200 transactions and has become a miracle worker reviving dead leads and deals that appeal with no profit and finding ways to breathe back financial life into even the most hopeless looking deals He is a father to two amazing kids, a husband to one of my favorite people, he is an mma fan, pickleball star and he is a good friend.  Please welcome Nicky Legs. aka Nick The Note Guy,  Nick Legamaro back again to the A Game Podcast! Topics for this episode include: ✅  Why data is important for any type of business ✅  What defines a good lead in the real estate business ✅  How to increase your chance of finding a good real estate deal ✅  How real time data can give an advantage for your business ✅  How to use data to help you find great customers + More!  See the show notes to connect with all things Nick Legamaro!   Connect with Nick Legamaro: dataaviator.net Nickthenoteguy.com USA Note Pro on Facebook Nick The Note Guy on Youtube Nick Legamaro on Facebook Nick Legamaro on LinkedIn Nick Legamaro on twitter Nick Legamaro on Instagram USA Note Pro on Instagram USA Note Pro on Youtube   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers