Podcasts about chief growth officer

ANZ has set the cat amongst the WFH pigeons, threatening to slash pay for those not in the office. Seeing if the Australian tourism industry has recovered post-Covid, and what experiences we’re looking to have. And despite Wall Street posting new record highs on 2 of the 3 major indices, the ASX couldn’t follow, closing down 0.1% to end the week. Interview with: John Boris, Chief Growth Officer at Big Red Group Hosted by: Tom Storey Email us your thoughts to moneynews@nine.com.auSee omnystudio.com/listener for privacy information.

Learn how AI is already working to close the member engagement gap, transforming intent into impact, personalizing care at scale, and creating the connected experiences members now expect. Leaders from Highmark Health, Ovatient, Cigna, and League share proven strategies, bright spots, and lessons learned in applying AI to drive measurable outcomes, lower costs, and improve the member experience. In this episode, you'll learn: How AI is turning digital intent into meaningful health actions Real-world examples of personalized engagement that improved outcomes and savings Why the future of digital health is shifting from mobile-first to AI-first What it takes to build a scalable, purpose-built AI platform for healthcare How payers and providers can unite around the member with AI-powered engagement Panelists: Ian Blunt, VP Advanced Analytics, Highmark Health Michael Dalton, Founder & CEO, Ovatient Charles DeShazer, MD, Former Chief Quality Officer, The Cigna Group         Andrew Dubowec, Chief Growth Officer, League       Download the Episode Guide: Get key takeaways and expert highlights to help you apply lessons from the episode. Download here. Resources Here's the podcast Eric Glazer referenced during the show: Acquired/ACQ2 Episode: How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor), August 18, 2025 Thank you to League for supporting this episode. League is the leading healthcare consumer experience platform, reaching more than 40 million people around the world and delivering the highest level of personalization in the industry. Payers, providers, and consumer health partners build on League's platform to deliver high-engagement healthcare solutions proven to improve health outcomes. Learn more at www.league.com. How to Engage: Chat with Us: Share your thoughts with Producer Jessica Tenzer at jtenzer@brightspotsventures.com  

Sometimes marketing gold shows up when you're not even planning to work. Jay Schwedelson and Daniel Murray pulled in a surprise guest – Daniel's far better half, Ari Murray – and ended up with a masterclass on landing page mistakes you're probably making. From why mobile-first design isn't optional to the sneaky ways widgets can ruin conversions, Ari drops quick, practical fixes that will actually make you money. Plus, you'll hear some surprisingly competitive trivia about birthdays, cakes, and who's the real GOAT in the relationship.ㅤBest Moments:(01:34) Why designing for mobile should be your first priority for any landing page(02:46) The case for full screen popups instead of small mobile forms(03:55) How a two step form can capture more data without killing conversions(05:34) Why birthday and half birthday emails are worth adding to your marketing(08:03) The widget mistake that silently kills your landing page performanceㅤFollow Daniel on LinkedIn and check out The Marketing Millennials podcast for sharp, no-fluff marketing insights. Subscribe to Ari Murray's newsletter at gotomillions.co for sharp, actionable marketing insights.ㅤCheck out our 100% FREE + VIRTUAL EVENTS! ->Guru Conference - The World's Largest Virtual EMAIL MARKETING Conference - Nov 6-7!Register here: www.GuruConference.comㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤMASSIVE thank you to our Sponsor, Marigold!!Email chaos across campuses, branches, or chapters? Emma by Marigold lets HQ keep control while local teams send on-brand, on-time messages with ease.Podcast & GURU listeners: 50 % off your first 3 months with an annual plan (new customers, 10 k-contact minimum, terms apply).Claim your offer now at jayschwedelson.com/emma

Early retirement is about more than moneyScience shows there are compelling reasons to retire sooner than most people think. The UK's Whitehall 2 study found that retiring at 60 lowers the risk of chronic disease by 32 percent compared to working longer. Harvard research reveals that close relationships, not wealth or titles, are the strongest predictor of long-term health and happiness. Early retirement creates the “time freedom” to invest in those connections.I share with clients the three phases of retirement: the go-go years (55–70), slow-go years (70–85), and no-go years (85+). Waiting too long can mean missing your most active years for savings you may never use. Studies from France also show that leaving high-stress jobs earlier can preserve brain health and lower dementia risk.The key is balance. Retiring too early without a plan can cause financial strain or loss of purpose. The sweet spot is stepping away from stress while moving toward meaningful pursuits that keep you energized.If you want to explore your own early retirement possibilities, visit earlyretirementpodcast.com to run a personalized plan and see what could be possible for your future.-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 “financially optimal” choice doesn't actually lead to your best life?This conversation explores the balance between optimizing money and optimizing happiness. We break down the Five Types of Wealth—financial, time, social, mental, and physical—and show why sometimes the decision that looks inefficient on paper may actually be the smartest for your overall wellbeing.From real-life examples like paying for time-saving conveniences or investing in health, to reflections on why peace of mind often matters more than perfect numbers, this episode reframes what true optimization looks like.Because at the end of the day, wealth isn't just about money. It's about building a life you don't want to retire from.- 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 of Builders Wanted, we're joined by Sandeep Seth, Chief Growth Officer and President of Tapestry. Sandeep shares his mission to future-proof growth by transforming Tapestry into a brand growth engine. He explores the importance of consumer focus, continuous learning, and creating seamless experiences both online and offline.-------------------Key Takeaways:Strategies to future-proof growth by focusing on consumer insightsHow to balance authenticity and innovation for younger generationsThe seamless integration of physical and digital experiences-------------------“ The magic doesn't come from what [consumers] tell us. The magic comes from what they don't tell us. And how do you sense that tension that's kind of going on there? It's not easy, but a true insight is that unexpressed emotion or that unexpressed need and how the brand, in an authentic way, can fulfill that.” – Sandeep Seth-------------------Episode Timestamps:‍*(01:57) - Sandeep's mission at Tapestry‍*(03:29 - Sandeep's approach to growth and brand relevance‍*(12:02) - An exciting shift in consumer behavior‍*(21:09) - Gen Z, digital vs. physical, and evolving consumer behavior‍*(28:29) - Balancing near-term performance with long-term brand equity‍*(37:39) - Quick hits-------------------Links:Connect with Sandeep on LinkedInConnect with Kailey on LinkedInLearn more about Caspian Studios-------------------SponsorBuilders Wanted is brought to you by Twilio – the Customer Engagement Platform that helps builders turn real-time data into meaningful customer experiences. More than 320,000 businesses trust Twilio to transform signals into connections—and connections into revenue. Ready to build what's next? Learn more at twilio.com.

Reed Hansen, a seasoned marketing strategist and Chief Growth Officer at MarketSurge.io, emphasizes the transformative power of technology in driving business growth. With over a decade of experience in digital strategy, SEO, and sales automation, Reed advocates for automating repetitive tasks to allow entrepreneurs to focus on their core missions. His approach combines the use of AI tools and effective SEO practices to enhance customer engagement and streamline marketing efforts, ultimately leading to higher conversion rates and sustainable growth. A key aspect of Reed's strategy is the importance of personalized marketing and understanding the unique needs of each client. By leveraging long-tail keywords and crafting relevant content, businesses can improve their visibility in search engines while establishing themselves as authoritative voices in their industries. Reed's insights underscore the necessity of adopting a growth mindset, encouraging entrepreneurs to view challenges as opportunities for learning and innovation in an ever-evolving digital landscape. To help businesses strengthen their online presence, Reed offers a comprehensive website audit that identifies missing or sub-optimal technical elements affecting search rankings. This audit generates a detailed list of actionable insights that can be implemented to enhance SEO performance. Improve your visibility, attract more traffic, and ultimately drive growth. Take the first step towards optimizing your website by requesting a full audit today. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar

Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Operations. Today, we're excited to welcome Mike Black, Chief Growth Officer at Profitero+. We'll be diving into their latest report, “The Digitally Influenced Shopper”, which reveals how shoppers are navigating today's fractured path to purchase, how they evaluate value, and its implications for brands and retailers. Tune in to find out more!  

Could a better night's sleep also mean a better future for the planet? Naturepedic, a certified organic mattress manufacturer, is proving that comfort, health, and sustainability can go hand-in-hand.In this episode, host Emma Cox and Arin Schultz, Naturepedic's Chief Growth Officer, discuss evolving consumer trends, the power of transparency in sustainability, leadership styles, and how trusted certifications paired with small but intentional choices can spark meaningful environmental impact.Arin encourages listeners to ask the right questions and make purchasing decisions that align with their values at home and beyond.Don't miss an episode—subscribe to ESG Decoded on your favorite podcast platform and follow us on social for the latest updates!Episode Resources: Naturepedic: https://www.naturepedic.com/GOTS – Global Organic Textile Standard: https://global-standard.org/Pottery Barn Sustainability Commitments: https://www.potterybarn.com/customer-service/sustainability/Organic Trade Association: https://ota.com/ -About ESG Decoded ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner. Join Emma Cox, Erika Schiller, and Anna Stablum for thoughtful, nuanced conversations with industry leaders and subject matter experts that explore the complexities about the risks and opportunities connected to (E)nvironmental, (S)ocial and (G)overnance. We like to say that “ESG is everything that's not on your balance sheet.” This leaves room for misunderstanding and oversimplification – two things that we'll bust on this podcast.ESG Decoded | Resource Links Site: https://www.climeco.com/podcast-series/Apple Podcasts: https://go.climeco.com/ApplePodcastsSpotify: https://go.climeco.com/SpotifyYouTube Music: https://go.climeco.com/YouTube-MusicLinkedIn: https://www.linkedin.com/company/esg-decoded/IG: https://www.instagram.com/esgdecoded/*This episode was produced by Singing Land Studio  About ClimeCoClimeCo is an award-winning leader in decarbonization, empowering global organizations with customized sustainability pathways. Our respected scientists and industry experts collaborate with companies, governments, and capital markets to develop tailored ESG and decarbonization solutions. Recognized for creating high-quality, impactful projects, ClimeCo is committed to helping clients achieve their goals, maximize environmental assets, and enhance their brand.ClimeCo | Resource LinksSite: https://climeco.com/ LinkedIn: https://www.linkedin.com/company/climeco/IG: https://www.instagram.com/climeco/

Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilling work that pays less, but adds purpose to their days—and often still results in more wealth than expected.Take John and Jennifer. Both start at age 50 with $1M saved and $150K salaries. John works five more years at a job he doesn't enjoy, retiring at 55 with $1.62M. Jennifer switches to work she loves at $100K for 10 years, retiring at 60 with $2.1M. The math is surprising—Jennifer ends up with more assets and more joy along the way.The concept? Recreational employment—working because you want to, not because you have to. Even modest income in “retirement” years can keep your portfolio compounding instead of depleting, lowering risk and increasing freedom.Your retirement strategy shouldn't just hit arbitrary financial targets—it should serve your life goals. Explore the scenarios and see which path fits you best at earlyretirementpodcast.com.-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.

Only 1% of HubSpot's 6,500+ partners ever reach elite status. So what do the top 1% do differently?Brendan Walsh built his agency into that exclusive group, but the path had its challenges. He went 7 months without paying himself during a cash crunch and learned when to say no to clients - and crucially, when it's too early to start saying no.In this first-ever Belkins episode recorded LIVE, Michael and Brendan sit face to face to go through the hardest lessons, biggest mistakes, and key decisions that turned Mole Street into a successful consultancy.They dig into what it really takes to build lasting partnerships - both in business and with co-founders - and the expensive lessons most founders learn the hard way.What we cover:

What happens when your leadership team not only reflects your customer but also brings different ways of thinking to the table? Amanda Clark, CEO of WellBiz Brands, shares with host Natalie Benamou how the “right mix” in leadership drives innovation, fuels growth, and creates thriving brand communities. From franchising to boardrooms, Amanda offers real-world insights into intentional hiring, building women-led teams, and creating space for leaders to bring their authentic perspectives.In the episode you will have a behind the scenes look at beauty company and Amanda's path to becoming CEO. "The most successful teams have the right mix with leaders who think differently and reflect the customer." - Amanda Clark, CEO, WellBiz Brands, Inc.3 Leadership Takeaways:Why different ways of thinking help anticipate challenges and seize opportunities.How to be intentional and persistent when hiring for executive roles.How franchising can offer women leaders a path to entrepreneurship with built-in support.Action Step for Senior Leaders:If you're exploring entrepreneurship, start by identifying a business model that aligns with your expertise and passion. Assess opportunities like franchising that provide built-in systems, training, and brand recognition to reduce risk while allowing you to lead and innovate in your own way.Keep shining your light bright. The World needs You!About Amanda ClarkAmanda Clark, CEO of Wellbiz Brands, is a dynamic leader in the beauty and wellness industry. With a passion for empowering women and fostering business growth, Amanda brings a visionary approach to franchising, entrepreneurship, and board leadership. She is committed to creating opportunities for women to lead and shaping what's next in business.WellBiz Brands, Inc.Connect with Natalie BenamouNatalie Benamou is the visionary behind Women Leaders on the Move, a Top 25 Women's Leadership podcast by Feedspot. As the Founder of HerCsuite®, she leads a powerful leadership network for women navigating board service, portfolio careers, and entrepreneurship—especially in the second half of their professional lives. Work 1:1 with Natalie as a strategic advisor or fractional Chief Growth Officer. Natalie also serves as President of HER HEALTHX, a nonprofit revolutionizing the way women experience healthcare.

Two leading executives at Allied Solutions identified the most-concerning signs about the current state of auto financing. Mark Bugalski, who is Executive Vice President and Chief Growth Officer, and Doug Falvey, who is Executive Vice President, Risk Management Operations, then offered valuable insight and strategy recommendations so lenders can find the right balance of risk management and growth.

Estate planning isn't fun to think about, but skipping it can cost loved ones time, stress, and money. In this week's episode, Ari breaks down the essentials so you can take action with confidence.Learn the key differences between wills and trusts, which states make trusts especially valuable, and why even residents of “will-friendly” states might still need one. Explore the “dead box” strategy, an annual practice that keeps important info like passwords and funeral wishes accessible if something happens.Get clarity on overlooked tools like POD (Payable on Death) and TOD (Transfer on Death) designations, plus the risks of outdated paperwork through real-life client examples.The episode also covers power of attorney, healthcare directives, and how HEMS provisions can protect assets for beneficiaries with special needs or unique situations.Estate planning is about more than documents—it's about creating peace of mind. Start now to give your family clarity when it matters most.Listen to Part 1: Here's When A Will Is Sufficient And Trust Isn't NecessaryCreate 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.

Episode 185 with Kailas Nair, Chief Growth Officer and Co-founder, and Jon Kornik, Chief Executive Officer and Co-founder of Plentify, an award winning clean tech AI company transforming home energy management in Africa and beyond.Kailas Nair and Jon Kornik bring a wealth of experience from global leaders such as McKinsey, Google, Tesla, and Vitality to this conversation on how artificial intelligence and innovative hardware can make electricity more affordable, reliable, and clean for African households. In this episode, they share how Plentify's solutions, including the HotBot and SolarBot, help households shift energy consumption to cheaper and cleaner times, stabilise strained grids, and maximise the value of solar energy.They discuss how a demand side focus, combined with user-centric design, is unlocking new opportunities for African utilities, communities, and consumers. From securing multi-million dollar deals and international funding to being recognised in the Bloomberg 50 Startups to Watch and shortlisted for the Earthshot Prize, Kailas and Jon reflect on the challenges and opportunities of scaling a climate tech business from South Africa to global markets.What We Discuss With Kailas and JonThe personal and professional journeys that led them from global careers at Google, McKinsey, and Vitality back to South Africa to tackle the energy crisis.How Plentify's AI-powered HotBot and SolarBot help households shift energy use to cheaper, cleaner times while stabilising strained electricity grids.Why focusing on the demand side of the energy equation can unlock new solutions for Africa's affordability, reliability, and sustainability challenges.Lessons learned from scaling a South African climate tech startup into global markets and tailoring solutions for diverse African energy contexts.Strategies for building credibility and securing investment in Africa's clean energy sector.Verto CornerIn this week's Verto Corner, Cornelius Coetzee, Verto's Country Director for South Africa, shares his perspective on how smarter cross border payment strategies can give importers and exporters a real advantage. He outlines the hidden “icebergs” in international trade such as changing regulations, levies and tariffs that can quickly erode profitability if not managed well. Cornelius explains how improving payment processes is not only about reducing costs but also about building resilience, improving cash flow and strengthening competitiveness in fast changing markets. Discover how our Verto's solutions can help you accept payments, manage expenses, and scale effortlessly. Visit Verto to get started.Did you miss my previous episode where I discus Building a Borderless Economy: How Itana is Creating Africa's First Digital Special Economic Zone? Make sure to check it out!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Kailas and Jon:LinkedIn - Kailas Nair and Jon Kornik Twitter - @plentifyHQDo you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.uk

Money conversations fall short when only one spouse is at the table. It's easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan is the blueprint for your shared future.What we've seen time and again is that the person sleeping next to you often holds the key to your blind spots. They know what stresses you out, what brings you joy, and what dreams you've stopped saying out loud. That's why the best financial plans aren't just about returns or tax strategies—they're built around conversations that reflect what both of you actually care about.One question we love to ask: “Would you rather spend more each year, or donate that money to your least favorite political cause?” It's uncomfortable and it works. Couples suddenly uncover real goals they've never voiced before.When both partners are involved, tradeoffs become clearer, values rise to the surface, and decisions feel more connected. It's not just better planning, it's a better relationship with your future.What conversations might you and your partner still need to have?- 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.

On today's episode, David Millili and Steve Carran sit down with Michael Hirschler, Chief Growth Officer at Staypineapple, live from Staypineapple Chicago. Michael shares how the brand is redefining boutique hospitality through a combination of 'friend-style' service, a bold brand identity, and guest-focused innovation.They dive deep into Staypineapple's growth strategy—from owner-operator beginnings to expanding through licensing and management—and how their flexible, cost-effective model provides a compelling alternative to legacy hotel brands. Michael also unpacks their cutting-edge tech stack, the role of AI in enhancing (not replacing) hospitality, and why true guest service still starts with emotionally intelligent people.Topics covered include:What makes Staypineapple's brand and service model uniqueWhy personalization and emotional intelligence drive guest experienceReducing friction between guests and staff through smarter techHow to maintain strong service culture across propertiesWatch the FULL EPISODE on YouTube: https://youtu.be/A-WLXWkThTE Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Staypineapple: https://www.staypineapple.com/Michael on LinkedIn: https://www.linkedin.com/in/michaelhirschler/For full show notes head to: https://themodernhotelier.com/episode/197Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

Robert DiNozzi is Chief Growth Officer at Second Wind Consultants, where he leads brand strategy and key relationships with lenders, investors, intermediaries, and other stakeholders. He oversees corporate strategy, industry partnerships, and the development of growth models across banking, private equity, M&A, and franchising. DiNozzi also directs branding, content, and media efforts to convey Second Wind's mission of preserving and unlocking business value. Before joining Second Wind, DiNozzi spent 15 years in Hollywood as a film producer and executive, working with major studios like Warner Brothers, Disney, and Paramount. He produced the box-office hit Flightplan, founded a market-leading non-theatrical distribution company, and pioneered tech products, including a top-ranked voice-enabled productivity app and an accessible gaming platform. His experience spans creative development, structured finance, and global dealmaking. An expert in strategic storytelling, DiNozzi is known for aligning teams around compelling narratives that drive engagement and growth. He's led major brand collaborations with companies like Microsoft and BMW, and teaches the art of pitching story at the university level, combining his backgrounds in entertainment and business to inspire powerful communication.   During the show we discussed: Second Wind's core mission in action Using the UCC to resolve debt Preserving value during business distress How Second Wind differs from bankruptcy Turning unsustainable businesses profitable Industry adaptability of Second Wind's solutions Getting out of over-leveraged SBA loans Measuring long-term impact on businesses Common misconceptions about business turnaround   Resources: https://secondwindconsultants.com/  

Navigating the complexities of dementia care can feel overwhelming. This episode offers a crucial GUIDE to understanding the Medicare GUIDE model, a federal payment initiative designed to revolutionize support for individuals living with dementia and their family caregivers. First, we explain what the GUIDE model is and how it provides access to dementia specialists, personalized care plans, and vital caregiver support, including a significant allowance for respite services. Moreover, learn the essential eligibility requirements for these no-cost benefits. Furthermore, we discuss a groundbreaking partnership between Remo Health and the Cleveland Clinic Medicare ACO, expanding access to comprehensive virtual dementia care in Ohio. This collaboration aims to reach underserved and rural communities, ensuring equitable access to world-class support. We also emphasize the importance of early diagnosis and proactive planning. Ultimately, discover how this innovative approach can alleviate caregiver burden and improve brain health outcomes. Consequently, this discussion serves as an indispensable GUIDE for families seeking crucial resources and support. Our Guest: Sabrina Chugani Sabrina is a co-founder and Chief Growth Officer at Remo Health, where she oversees partnerships, marketing, and account management. Sabrina has deep expertise in value-based care and has spent her career working at the forefront of innovative payment models, including MSSP, CKCC, and Direct Contracting, that change the way care is delivered nationwide. About Remo Health Remo Health is a virtual dementia care company. Our world-class neurologists diagnose and manage all types of dementia. Remo provides peer support, comprehensive and personalized care plans, and 24/7 access to experts for people living with dementia and those who care for them. Remo Health is a trusted participant in the Centers for Medicare & Medicaid Services' Guiding an Improved Dementia Experience (GUIDE) Model. ++++++++++++++++++++++++++++++++++++++++ Related Episodes: The Future of Dementia Care: Beyond Clinic Walls The Brain's Fountain of Youth: Innovative Paths to Dementia Prevention ++++++++++++++++++++++++++++++++++++++++ Sign Up for more Advice & Wisdom - email newsletter. Please help us keep our show going by supporting our sponsors. Thank you. ++++++++++++++++++++++++++++++++++++++++ Make Your Brain Span Match Your LifeSpan Relevate from NeuroReserve With Relevate nutritional supplement, you get science-backed nutrition to help protect your brain power today and for years to come. You deserve a brain span that lasts as long as your lifespan. ++++++++++++++++++++++++++++++++++++++++ Feeling overwhelmed? HelpTexts can be your pocket therapist. Going through a tough time? HelpTexts offers confidential support delivered straight to your phone via text message. Whether you're dealing with grief, caregiving stress, or just need a mental health boost, their expert-guided texts provide personalized tips and advice. Sign up for a year of support and get: Daily or twice-weekly texts tailored to your situation Actionable strategies to cope and move forward Support for those who care about you (optional) HelpTexts makes getting help easy and convenient. ++++++++++++++++++++++++++++++++++++++++ List of the Top 20 Alzheimer's Podcasts via FeedSpot! See where we rank. Join Fading Memories On Social Media! If you've enjoyed this episode, please share this podcast with other caregivers! You'll find us on social media at the following links. Instagram LinkedIn  Facebook Contact Jen at hello@fadingmemoriespodcast.com Or learn more at Our Website

  Utah was added to a growing list of states getting requests from the DOJ about handing over confidential voter roll data. This move by the DOJ is reported to standardize some state election laws and standards. But should states be required to share this info beyond what is publicly available? Derek Monson, Chief Growth Officer for Sutherland Institute joins the show to discuss. 

New task force aims to combat construction fraud  $32 million... that's the amount that Utahns has lost to construction fraud since 2022... You hire a contractor to start a project... you pay them... and they walk off the job without finishing it. KSL-TV's Investigative Reporter Matt Gephardt joins the show to discuss his coverage on this issue over the years, and Margaret Woolley Busse from Utah's Department of Commerce on how the state of Utah is looking to curb this rising trend.     Bankruptcy beware: What to know before filing  Rising debt is ballooning out of control as many Americans are trying to keep up with rising prices and economic uncertainty. According to data by the Administrative Office of the U.S. Courts, there has been an increase of 11.5 percent in bankruptcy filings. Utah specifically rose 13.6 percent over the last year. Shane Stewart DMBA Certified Financial Planner joins the show to discuss the ins and outs of what bankruptcy does and doesn't do... and how long this decision can hurt your credit.    What happens when you ask AI to write your obituary  When you face the death of a loved one, you have to deal with all the paperwork that goes along with the death as well as your own grief. What if AI took one of those jobs away? Should it? Greg and Holly go into this new trend of surrendering over writing an obituary to an AI and put it to the test for themselves.    Phone Bans: a back-to-school guide for parents  Back to school is just around the corner, Utah has a new law that has by default... bans phones in schools...  and it's then up to the districts then decide how to implement it in their schools.. Ben Horsley, Granite School District Superintendent, joins the show to discuss the latest on how The Granite School District is implementing phone restrictions and how their past efforts have made a difference in the classroom.     Study: Owning a smart phone before age 13 increases likelihood of suicidal thoughts  According to a new study published in the Journal of Human Development and Capabilities, owning a smartphone before the age of 13 increases the likelihood that they will experience suicidal thoughts. With this troubling statistic, Licensed Professional Counselor, Leigh Richardson, PhD - Brain health Coach and consultant, discusses the details behind these numbers and what parents should know.    A silver lining for marriage and divorce rates?  The traditional image of a family is due for a makeover. Marriage rates are rising slightly, divorce rates are declining, and nearly one-third of young adults are predicted to never marry. Lois Collins, writer for the Deseret News, discusses the new findings.      Best and worst states to have a baby  Having a baby can be rewarding… but also expensive. WalletHub recently published a study on the best and worst states to have children, Greg and Holly look into where Utah placed with WalletHubWriter and Analyst, Chip Lupo.     Should states share their voting data with the DOJ?  Utah was added to a growing list of states getting requests from the DOJ about handing over confidential voter roll data. This move by the DOJ is reported to standardize some state election laws and standards. But should states be required to share this info beyond what is publicly available? Derek Monson, Chief Growth Officer for Sutherland Institute joins the show to discuss.     How teen resources centers are removing barriers for students  As kids are getting ready to go back to school, some struggle to get even basic necessities. That's where teen centers come in. Greg and Holly speak with Jodi Lunt, Director of the Davis Education Foundation about the teen resources centers in the Davis School District.     Utah women arrested, accused of stalking Post Malone  Stalking can be annoying, disruptive, and downright scary - and that's not any different if you're a celebrity.. A Utah woman has been arrested after being accused of stalking Post Malone. Greg and Holly discuss the situation and analyze what can be done if someone is being stalked.     Spooky season in August  We've talked about Christmas in July, but can we talk about spooky season in August? Holly's been re-watching the first season of "Wednesday," as in Wednesday Adams, in preparation for Season #2 that comes out this week. And at least one fast-food restaurant is getting in on the action as we get closer to the premiere and spooky season. Greg and Holly discuss the details and how some retailers are already bringing in spooky season to stores! Holly shares her facts of the day.  

Multiplying impact with unique perspectives with Damaune Journey, Global Chief Growth Officer @ 72andSunny  Damaune Journey's leap into advertising was inspired by purpose. A lack of representation across media inspired his mid-career pivot, and since then, he's made historic strides as the Global Chief Growth Officer at 72andSunny. Damaune has helped lead the agency to global recognition, award-winning campaigns, and an internal creative culture rooted in optimism. From filming Super Bowl spots in Ghana to co-founding Sport Beach at Cannes, he's proving that advertising is bigger than driving sales.  In this episode of Question Everything, Damaune unpacks his formula for impactful advertising, 72andSunny's internal litmus test used to judge their work, and the agency's unique process for democratizing culture-shifting campaigns.    What you'll learn in this episode:  The power of Purpose x Perspective x Persistence Damaune's charge for advertisers to consider representation Why agencies should seek perspectives from every department 72andSunny's “Murph Meter” and what it means for their work Why it's crucial to think beyond the traditional TV spot  Why AI won't replace your job, people who know how to use it will The most star-studded names at Cannes Sport Beach Damaune's career moments that his daughter is most proud of  Resources:   Learn more about 72andSunny on their website Watch 72andSunny's “Run With It” campaign Watch 72andSunny's “Born To Play” campaign See more on Tinder's “Swipe Night” campaign Connect with Damaune on LinkedIn  

In a sector that thrives on purpose yet struggles with burnout, Paul Hanscom, Chief Growth Officer at Ewald Consulting, unpacks what happens when nonprofits become risk-averse after a crisis—and the surprising costs of playing it safe.This conversation is a powerful challenge to nonprofit leaders: don't retreat. The world is still changing—rapidly—and the organizations that will thrive are those who remember what got them through the last storm and are brave enough to face the next one head-on.Paul, a Certified Association Executive (CAE), begins with a reflection on 20 years of working with nonprofit boards and executives. His insights span not just the tactical, but the philosophical: What is lost when an organization, once agile and responsive during the pandemic, slips back into indecision and overly cautious governance?As Paul notes, “We've opened up people's eyes and created new opportunities… they don't want to go back to the way things used to be.” This sentiment fuels the entire conversation—a reminder that organizations grew stronger by being nimble, collaborative, and bold during the pandemic. Now, many are at risk of losing that momentum.Paul addresses executive burnout and decision fatigue. Boards are often leaning harder on Executive Directors and CEOs, who are caught between exhausted staff and cautious boards. As Paul puts it, “The turnover rates for executive directors have never been higher.” This reality points to the need to reassess organizational culture—not with fear, but with clarity and courage.This dynamic discussion considers the root of the sector's current malaise. Is it fatigue? Fear? Habit? The answer, Paul suggests, lies in building a risk-aware culture—where calculated experimentation is embraced, failure is allowed within reason, and data is balanced with decisiveness. He shares a compelling example of a board reluctant to shift from a “C” level initiative to an “A” one, simply out of fear they'd land at an “F.” The longer they waited, the more performance declined. It's a parable many in the sector will recognize.Perhaps the most valued idea comes toward the end: technology will change, funding will fluctuate, but what remains is the need for belonging. Paul makes the case that associations—and nonprofits writ large—are uniquely positioned to fulfill that human desire for connection, identity, and authenticity. “There's nothing quite like it elsewhere,” he says, “and the clearer we can communicate that to the world, the more we resonate.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Estate planning doesn't have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind.Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control.In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in places like California, New York, and Oregon, a trust can help you avoid long, expensive, and public court proceedings. Some situations call for extra planning regardless of location, such as blended families, special needs beneficiaries, or owning property in multiple states.This episode also explores the idea of a “dead box,” a digital folder that holds important documents, passwords, and instructions to make life easier for your family during a difficult time.Estate planning isn't just about legal documents. It's about creating clarity and making sure your family knows what to do when it matters most.Listen to Part 2: FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools -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.

How are you building the enterprise value of your company? What types of marketing and PR are you doing to help create awareness? Our guest today is Zack Fishman, and he shares with us the some of the levers to pull to build your brand's enterprise value.TODAY'S WIN-WIN:The rush to the space to become more "professionalized” is happening across franchising. This is raising the bar for franchising in general.LINKS FROM THE EPISODE:Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/. You can visit our guest's website at: https://fishmanpr.comAttend our Franchise Sales Training Workshop:  https://bigskyfranchiseteam.com/franchisesalestraining/Connect with our guest on social:https://www.linkedin.com/in/zack-fishman/ABOUT OUR GUEST:Zack has been involved in the franchise space since he could walk (literally), devoting his life to understanding all facets of the industry. Currently, Zack is the Chief Growth Officer for Fishman PR, the world's foremost PR firm specializing in franchising and Franchise Elevator, the world's preeminent emerging brands PR firm.In his spare time, Zack is also the Co-Founder of Franchise YoungConference, the only conference for Millennial/Gen-Z franchise executives, Host of Modrn Business Podcast, an award-winning podcast focusing on showcasing franchising's most exciting entrepreneurs and is Partner & COO of Franchise Supplier Network, where he specializes in matching franchisors with best-fit suppliers.ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

#171 Tim Allen is the Chief Growth Officer at MBE CPAs. In other words, he is responsible for bringing in new business.    If you're looking for insight on how to get better getting meetings, building genuine relationships and selling more…then take a few minutes and get this pod in your ears.    Here's what we cover:  Time Topic 00:00 – 03:10 Intro & Background 03:11 – 07:50 Role of a Chief Growth Officer 07:51 – 12:15 Marketing in CPA Firms: Then vs Now 12:16 – 17:40 Bringing Strategy to MBE 17:41 – 22:50 Building Internal Relationships 22:51 – 28:30 Internal Comms & Knowledge Sharing 28:31 – 34:20 Starting at a New Firm 34:21 – 39:05 Awareness vs Depth of Knowledge 39:06 – 43:50 The Website's Role in Education 43:51 – 55:50 Channels That Drive Results 55:51 – 1:00:50 Campaign Planning Process 1:00:51 – 1:06:45 Managing Expectations 1:06:46 – 1:12:15 AI in Business Development 1:12:16 – 1:16:40 LinkedIn Strategy 1:16:41 – 1:21:30 CPA as Business Consultant 1:22:26 – 1:31:00 Tim's Daily Workflow 1:31:01 – 1:36:20 Referral Systems & Reporting 1:36:21 – 1:41:45 Passion Project: Rides and Drives 1:41:46 – 1:44:00 Getting Big Interviews 1:44:01 – End Final Thoughts & Plugs Get in touch with Tim here: https://www.linkedin.com/in/allentimothy/ Or at Rides and Drives: https://ridesanddrives.com/ Connect with Pat here: pmcgovern@ascedia.com   Oh before you go, please do us a favor. Take a minute and leave us a review. That's the energy that powers this supertanker!  Thanks, you're the best! Want more marketing insights? Take a look at our full lineup. This podcast is sponsored by Ascedia. A web development and digital strategy agency helping clients win in the digital space.

This is episode 777. Read the complete transcript on the Sales Game Changers Podcast website here. In this episode of Marketing for Selling Effectiveness, a sub-series of the Sales Game Changers Podcast, host Fred Diamond and co-host Julie Murphy of Sage Communications welcome a powerhouse guest. Zhenia Klevitsky, Chief Growth Officer at ITC Federal, appears on today's show. One of the key messages that the Institute for Effective Professional Selling (IEPS) strongly communicates is that Sales and Marketing must work stronger together today more than ever before. With two decades of experience in government contracting, Zhenia shares real-world strategies for aligning sales and marketing to win complex, high-stakes federal deals. She explains why the old silos between BD and marketing no longer work and how modern GovCon growth teams must act as a unified revenue engine. You'll learn: ✅ Why mission-first messaging is essential in federal sales ✅ How account-based marketing (ABM) shapes perception long before the RFP ✅ The power of community involvement in building trust with government buyers ✅ Why thought leadership beats traditional capture in today's market  ✅ How AI, automation, and shifting buyer expectations are changing the rules Zhenia also shares a detailed case study on how her team successfully embedded into a tight-knit local community in New Mexico and won a major contract through a bold mix of philanthropy, targeted marketing, and authenticity. Whether you're a B2G sales leader, a marketing strategist, or an executive navigating the federal buying landscape, this episode will challenge you to rethink your approach and embrace true collaboration.

Are you getting ROI from your AI tools—or are you just adding more tech without solving real problems?  Today's episode with Ryan Schreiber, a leader in AI and machine learning for logistics, digs into what AI means beyond the buzzwords, why most companies today are only seeing incremental and not transformational value, and what's holding them back: strategy gaps, messy data, and weak integrations. Ryan breaks down why most AI vendors chase the top 50 brokers while ignoring the bulk of the market, and how smaller companies can still get big wins by focusing on automating the unsexy stuff, think billing, compliance, and track & trace. Learn practical ways to rethink your workflow, price your time correctly, and implement AI with purpose, not hype. If you're in freight and wondering how to cut costs, improve ops, and scale smart, this one's for you!   About Ryan Schreiber Ryan has lived his career at the intersection of transportation and technology. As the Chief Growth Officer at Metafora, Ryan leads growth strategies that leverage the company's strengths and taps into new opportunities for both the company and the industry at large. Ryan's commitment to the transportation and logistics industry is evident through his authorship for publications such as FreightWaves and Journal of Commerce and through his additional work as an angel investor and advisor to multiple logistics and freight tech businesses. Ryan has made substantial contributions to Metafora's progress and growth, including building partnerships, expanding services, launching new products, developing marketing strategies, and serving as a subject matter expert.   Connect with Ryan Website: https://metafora.net/  LinkedIn: https://www.linkedin.com/in/ryan-schreiber/  Email: rschreiber@metafora.net  

In this episode of The Rainmaking Podcast, host Scott Love speaks with Tony Gray, author of The Business Development Body of Knowledge and founder of the Global Business Development Association, about how professionals can lead with trust in business development. Tony shares a neuroscience-based model of trust built on three pillars: purpose, empathy, and truth. He explains how these elements activate specific brain chemicals—oxytocin, dopamine, and serotonin—that foster genuine connection and credibility. Rather than rely on anecdotal tactics, Tony advocates for a scientific, principle-based approach to building long-term business relationships, emphasizing that aligning with a prospect's purpose and being candid—even when it means saying you're not the right fit—can create lasting trust and unexpected referrals. The conversation also explores the differences between empathy and sympathy, how to build the “muscle memory” of candor, and why referrals are the most scalable form of business development. Tony introduces his framework for understanding the full customer journey—from awareness to advocacy—and shows how business development differs from sales or marketing in its exponential impact. With practical guidance and deep insight into human behavior, this episode delivers a compelling case for why professionals must build trust deliberately, not by chance. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/le6LOfxBxhM ---------------------------------------

In this thought leadership session, ITSPmagazine co-founders Sean Martin and Marco Ciappelli moderate a dynamic conversation with five industry leaders offering their take on what will dominate the show floor and side-stage chatter at Black Hat USA 2025.Leslie Kesselring, Founder of Kesselring Communications, surfaces how media coverage is shifting in real time—no longer driven solely by talk submissions but now heavily influenced by breaking news, regulation, and public-private sector dynamics. From government briefings to cyberweapon disclosures, the pressure is on to cover what matters, not just what's scheduled.Daniel Cuthbert, member of the Black Hat Review Board and Global Head of Security Research at Banco Santander, pushes back on the hype. He notes that while tech moves fast, security research often revisits decades-old bugs. His sharp observation? “The same bugs from the ‘90s are still showing up—sometimes discovered by researchers younger than the vulnerabilities themselves.”Michael Parisi, Chief Growth Officer at Steel Patriot Partners, shifts the conversation to operational risk. He raises concern over Model-Chained Prompting (MCP) and how AI agents can rewrite enterprise processes without visibility or traceability—especially alarming in environments lacking kill switches or proper controls.Richard Stiennon, Chief Research Analyst at IT-Harvest, offers market-level insights, forecasting AI agent saturation with over 20 vendors already present in the expo hall. While excited by real advancements, he warns of funding velocity outpacing substance and cautions against the cycle of overinvestment in vaporware.Rupesh Chokshi, SVP & GM at Akamai Technologies, brings the product and customer lens—framing the security conversation around how AI use cases are rolling out fast while security coverage is still catching up. From OT to LLMs, securing both AI and with AI is a top concern.This episode is not just about placing bets on buzzwords. It's about uncovering what's real, what's noise, and what still needs fixing—no matter how long we've been talking about it.___________Guests:Leslie Kesselring, Founder at Cyber PR Firm Kesselring Communications | On LinkedIn: https://www.linkedin.com/in/lesliekesselring/“This year, it's the news cycle—not the sessions—that's driving what media cover at Black Hat.”Daniel Cuthbert, Black Hat Training Review Board and Global Head of Security Research for Banco Santander | On LinkedIn: https://www.linkedin.com/in/daniel-cuthbert0x/“Why are we still finding bugs older than the people presenting the research?”Richard Stiennon, Chief Research Analyst at IT-Harvest | On LinkedIn: https://www.linkedin.com/in/stiennon/“The urge to consolidate tools is driven by procurement—not by what defenders actually need.”Michael Parisi, Chief Growth Officer at Steel Patriot Partners | On LinkedIn: https://www.linkedin.com/in/michael-parisi-4009b2261/“Responsible AI use isn't a policy—it's something we have to actually implement.”Rupesh Chokshi, SVP & General Manager at Akamai Technologies | On LinkedIn: https://www.linkedin.com/in/rupeshchokshi/“The business side is racing to deploy AI—but security still hasn't caught up.”Hosts:Sean Martin, Co-Founder at ITSPmagazine | Website: https://www.seanmartin.comMarco Ciappelli, Co-Founder at ITSPmagazine | Website: https://www.marcociappelli.com___________Episode SponsorsThreatLocker: https://itspm.ag/threatlocker-r974BlackCloak: https://itspm.ag/itspbcwebAkamai: https://itspm.ag/akamailbwcDropzoneAI: https://itspm.ag/dropzoneai-641Stellar Cyber: https://itspm.ag/stellar-9dj3___________ResourcesLearn more and catch more stories from our Black Hat USA 2025 coverage: https://www.itspmagazine.com/bhusa25ITSPmagazine Webinar: What's Heating Up Before Black Hat 2025: Place Your Bet on the Top Trends Set to Shake Up this Year's Hacker Conference — An ITSPmagazine Thought Leadership Webinar | https://www.crowdcast.io/c/whats-heating-up-before-black-hat-2025-place-your-bet-on-the-top-trends-set-to-shake-up-this-years-hacker-conferenceCatch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to tell your Brand Story Briefing as part of our event coverage? Learn More

In this episode, we sit down with Reed Hensen, Chief Growth Officer at MarketSurge, to explore what it takes to drive meaningful business growth in today's fiercely competitive digital landscape. With a career spanning Fortune 500 firms, high-growth startups, and his own successful venture, Million Dollar Studio, Reed shares the core strategies that power scalable success.We dive into how Reed blends data-driven insights with bold, creative marketing to deliver results that move the needle. He opens up about his time leading digital initiatives at Punchkick Interactive, Solstice, and Northwestern University, and how those experiences shaped his approach to customer engagement, product innovation, and operational excellence.Whether you're a founder, marketer, or growth leader, this conversation is packed with actionable insights for anyone looking to build digital strategies that truly scale.

This episode features an interview with Robin Emiliani, Co-founder and Chief Growth Officer at Catalyst Marketing, an AI-enhanced growth marketing company that leverages AI to build smarter growth marketing strategies, faster.Ian and Robin cover the fears marketers face with AI and how becoming an expert in tech tools can make marketing leaders indispensable.Key Takeaways:Expectations around websites are changing. People want answers at their fingertips, not to search for them on secondary and tertiary pages. Marketers will need to rethink inbound. Surround sound and reaching your prospects through many different channels, is especially critical right now. Quote:  How are websites going to change over time when the expectation is, I don't wanna go to a secondary page, I don't wanna go to a tertiary page anymore. I just wanna be able to type in my question, get my answer. Like that I think is on the new forefront of how this is gonna help evolve things. But how do we restructure our websites completely? Because the expectation is I'm going to be able to get my answer at my fingertips.Episode Timestamps: *(04:38) The Trust Tree: How AI is changing websites *(19:50) The Playbook: It's a race to create strong content at scale *(29:47) The Dust Up: Messaging needs to be clear and concise*(32:15) Quick Hits: Robin's quick hits Sponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Robin on LinkedInLearn more about Catalyst MarketingLearn more about Caspian Studios

What does soccer have to do with retirement? A lot more than you'd think. As a 5'5" former college soccer player turned financial advisor, I've learned it's not about brute strength. It's about smart decisions. That mindset guides the way I approach financial planning today.At 29, people ask why I care so much about retirement. The answer is simple: good planning gives you time. And time with the people you love is the most valuable thing there is. I've seen how a well-structured plan, from managing taxes to optimizing healthcare and using flexible accounts, can buy you years with aging parents, a spouse, or even just your own freedom.But there are traps, like being "qualified rich." That $2 million in your 401(k)? After taxes and penalties, it's not what it seems. That's why I'm a big fan of what I call “superhero accounts” like brokerage accounts that let you retire on yourterms. And don't get me started on the healthcare gap between early retirement and Medicare. It's one of the biggest mindset hurdles we help people overcome.I got into this work after watching my own parents get burned by multiple advisors. Some were too fancy, some were too hands-off, and none truly planned holistically. That gap in the industry is what I aim to close.To me, the goal is recreational employment. Working because you want to, not because you have to.-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.

S5:E5 Leading with Values: How Naturepedic Builds a Better Brand, with Arin SchultzWhat does it take to lead growth at the forefront of a movement for safer, healthier sleep? In this episode of The Retail Razor Show, we sit down with Arin Schultz, Chief Growth Officer at Naturepedic, a pioneering brand in certified organic mattresses and bedding. With over eleven years in the organic sleep industry, Arin shares how he's helped Naturepedic expand its market share, launch innovative products, and build a trusted brand committed to health, sustainability, and safety. We talk about the evolution of the organic mattress category, how purpose-driven growth strategies translate to retail success, and the balancing act of leading multiple departments—sales, marketing, retail, R&D, and more. Whether you're in retail, health-conscious consumer products, or looking to build a values-based, mission-led brand, this episode delivers sharp insights from one of the industry's most committed and capable leaders!Subscribe to our Newsletter: https://retailrazor.substack.comSubscribe to our YouTube channel: https://bit.ly/RRShowYouTubeAbout our GuestArin Schultz is Chief Growth Officer at Naturepedic, the leading organic mattress brand. As the lead on all Naturepedic marketing efforts, Arin develops and implements strategies that support the company's business growth, customer retention, product innovation, consumer education initiatives and sustainability goals. Working for the certified organic, non-toxic mattress pioneer opened Arin's eyes to the dangers of harmful chemicals and their pervasive presence in households across the globe. This knowledge has added a deeper purpose to his relentless push to help transform the brand's vision into reality. A father of four and an empathetic listener, Arin's success at Naturepedic is centered on his authentic understanding of the Naturepedic customer and his genuine desire to help families make the safest, healthiest sleep choices.00:00 Preview 01:45 Show Intro 07:21 Arin Schultz, Chief Growth Officer, Naturepedic - The Mission 08:43 The Founding Story of Naturepedic 12:09 Challenges and Growth in the Mattress Industry 17:13 Retail Expansion and Customer Engagement 19:30 Product Innovation and Sustainability 23:10 Industry Environmental Impact and Continuous Product Improvement 35:20 Customer Experience and Meeting Their Needs 38:21 Replacing Your Mattress & Customer Service Excellence 43:20 Sourcing and Tariffs Impact 49:53 Embracing AI in Marketing and Operations 56:28 Advice for Growing a Values-Based Brand 59:23 Final Thoughts 01:00:38 Show CloseMeet your hosts, helping you cut through the clutter in retail & retail tech:Ricardo Belmar is an NRF Top Retail Voices for 2025 & a RETHINK Retail Top Retail Expert from 2021 – 2025. Thinkers 360 has named him a Top 10 Retail Thought Leader, Top 50 Management Thought Leader, & Top 100 Digital Transformation Thought Leader, plus a Top Digital Voice for 2024. He is an advisory council member at George Mason University's Center for Retail Transformation, and is the director partner marketing for retail & consumer goods at Microsoft.Casey Golden, is CEO of Luxlock, a RETHINK Retail Top Retail Expert from 2023 - 2025, and Retail Cloud Alliance advisory council member. Obsessed with the customer relationship between the brand and the consumer. After a career on the fashion and supply chain technology side of the business, now slaying franken-stacks and building retail tech!Includes music provided by imunobeats.com, featuring Overclocked, and E-Motive from the album Beat Hype, written by Heston Mimms, published by Imuno.

The hardest part of retirement isn't always financial, it's psychological. For many, stepping away from work isn't a light switch, but a dimmer that adjusts over time. This episode of Root Talks unpacks what makes the retirement decision so complex, especially for high-achieving professionals whose identity is tied to their careers.Through a real-life case study, the conversation explores how severance offers can become powerful “test drives” for retirement, offering space to reimagine life beyond work. Ari and James examine the impact of golden handcuffs— when financial incentives cloud what really matters: time, health, and meaningful connection.If retirement feels more like a mental block than a math problem, this episode offers a new lens. Learn how tools like Tim Ferriss's fear-setting exercise can help unpack the real risk of not of leaving work, but of staying too long. -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.

Geoff Woods, founder of AI Leadership and The AI-Driven Leadership Collective, #1 bestselling author of The AI-Driven Leader, keynote speaker, and host of The AI-Driven Leader podcast, joins me on the latest Business Minds Coffee Chat. Geoff helps leaders harness the power of AI to grow their business, outpace the competition, and get more done in less time. As the former Chief Growth Officer of Jindal Steel & Power, Geoff's strategic leadership helped the company grow its market cap from $750 million to over $12 billion in just four years. Prior to that, he co-founded the training and consulting company behind the bestselling book The ONE Thing, advising businesses ranging from $10 million to $60 billion in annual revenue.

Restaurant catering — and the tech that powers it — is hot, hot, hot. At nearly 20 years old, ezCater is poised to take advantage of the renewed interest from office workers and the restaurants that serve them. In this episode we talk about the evolution of catering, the tech that supports it, and why a little reassurance and hand-holding goes a long way with corporate clients. 

You've got the skills, the service, maybe even a killer website, but how do you actually get people to notice? In a world flooded with content and AI-generated everything, standing out feels harder than ever. So, what do you do? In this episode of Action Antidote, we're joined by Reed Hansen, Chief Growth Officer at Market Surge, to break it all down. From finding your true audience to navigating tech overwhelm (hello, AI everything), Reed shares practical tips on marketing smarter, not louder. He also drops insights on how to stay human in your message, even as the internet gets noisier by the minute. If you're running a business, building a brand, or just trying to get traction in a crowded world, this one's for you. --- Listen to the podcast here: How to Get Your Business Noticed Without Losing Yourself in the Noise with Reed Hansen Welcome to Action's Antidotes, your antidote to the mindset that keeps you settling for less. Today, I want to talk to you about getting a business noticed, and this conversation may even get into this broader concept of getting noticed in general, because anyone that starts a business, your product could be amazing but you would need to actually get that product noticed. But, increasingly, in the traditional job market, we're also seeing people need to find a way to get noticed, in the sense of every single job you apply for online now has 700 or whatever resumes, all kind of pointing in and it's just a pretty crowded world out there in general with the internet having kind of connected everything with everything, everyone with everyone, and we'll talk a little bit about whether or not AI tools have the potential to change that. But here to talk about just what you need to do to get your business noticed, I would like to invite my guest, Reed Hansen, the chief growth officer of MarketSurge and owner. ---   Thank you. I'm really glad to be here.    Oh, thank you for coming on. And so, I'm envisioning a situation a lot of people have where, okay, you've developed a product or a service, let's just say someone just decides to go freelance because they got laid off or their job didn't really work out well, it wasn't what they wanted to do and someone just has a skill, say, you're even like a graphic designer or something like that and this is a great skill set for a freelance option. So, if someone's doing something along those lines, what do they need to be thinking about as far as, “Okay, I have this great skill set but now I need to get customers. Now, I need to get people to buy it,” essentially?   Yeah, no, that's a great question, and I think really the essential question is you're going into business for yourself. Obviously, you will have a certain set of skills from previous experience and attributes and talents but you want to be super hyper-focused on the needs of the customers you want to work with. And that is tricky because you want to understand both where are they located? Where are they found? Where is their attention focused on? And we talk about social media platforms. Is your audience more of a Facebook audience or more of a Discord or Reddit audience? And you need to understand those things and put yourself in the shoe, because you are not your customer. You don't just instinctively have all the same interests and likes as your customer. You have to understand where they are and that's the first thing. Where are they? And then you want to think about what do they need, what do they value. Some roles might be a little easier, like if you are an expert plumber, you kind of know what is needed and what they need, but if you come in as a creative, you have a wide, broad range of things that you need to tailor your offering.    An example, the plumber, right? I mean, your customer is a homeowner who had some sort of plumbing problem happen to their home. That's just great, like 100 percent clear example.  

Ready to feel more motivated about retiring early? These five research-backed stats reveal how early retirement can positively impact everything from health to relationships—and might be the nudge you need to take your financial independence plan more seriously. The benefits go well beyond just having more free time.While many people delay retirement out of fear or uncertainty, the data shows that stepping away from work earlier can lead to greater satisfaction, improved well-being, and more meaningful use of time. But getting the timing right means understanding your financial picture and knowing when enough is truly enough.Early retirement isn't about escaping work, it's about creating space for the things that matter most. If you're serious about building a life with more energy, freedom, and fulfillment, this is your sign to start planning intentionally.-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.

This episode features Dave Lamar, Chief Growth Officer at MediQuant, discussing how healthcare organizations can use data-driven onboarding and standardized retention strategies to reduce costs, ensure compliance, and improve the patient experience during system transitions. He also shares insights on avoiding common pitfalls and why choosing the right partners matters.This episode is sponsored by MediQuant.

In this episode of WORK, Erika sits down with Rishad Tobaccowala—futurist, author, and former Chief Growth Officer at Publicis Groupe—for a big-picture conversation about how work is evolving and what it really takes to stay relevant. From demographic shifts and declining populations to AI, Gen Z mindsets, and the rise of marketplaces and side hustles, Rishad breaks down the five forces transforming work as we know it. They explore why most companies are asking the wrong questions, how leaders should rethink their org design, and why fewer jobs doesn’t mean less work. Plus, Rishad shares his daily learning practice, his favorite “ 6 Cs for success” and why thinking like an immigrant is the key to future-proofing your career. Thanks so much for listening to WORK. If you haven’t yet, now is a great time to subscribe to Lemonada Premium. You’ll get bonus content like interviews, deep dives, events we are doing with Work Like A Girl and more. Just hit the 'subscribe' button on Apple Podcasts, or, for all other podcast apps head to lemonadapremium.com to subscribe. That’s lemonadapremium.com.See omnystudio.com/listener for privacy information.

Too many people delay retirement just to boost their Social Security benefits, often at the cost of time, energy, and joy. But at Root, we believe retirement planning should be about more than just maximizing one metric. It should be about maximizing your life.If you're working extra years simply to avoid gaps in your earnings history or to earn a slightly higher monthly benefit, it's worth rethinking the bigger picture. In many cases, the trade-off isn't worth the lost years of freedom and vitality.A more holistic strategy might involve intentionally drawing from your portfolio early—when you're healthy and active—while allowing Social Security to grow in the background. And for those pursuing tax planning strategies like Roth conversions, delaying benefits can actually create opportunities for long-term savings.The bottom line? Don't let Social Security be the sole driver of your retirement timeline. Check your earnings record, run the numbers, and build a plan that aligns with your goals, health, and lifestyle. At Root, we help clients retire with confidence, not just by the numbers, but by what matters most.- 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.

If you've ever found yourself wondering whether you really need a financial advisor, this episode is for you. James and Ari unpack the deeper reasons people seek financial guidance—and why the decision often goes far beyond dollars and cents.Much like seeing a doctor for preventative care, working with the right advisor is about protecting your future, reducing stress, and reclaiming your most precious resource: time. From saving 20+ hours a month of DIY management to gaining peace of mind, better sleep, and a trusted partner for life's biggest financial decisions—this conversation explores the emotional and practical value of professional advice.You'll hear a powerful testimonial from a self-proclaimed DIY-er who discovered five unexpected benefits of hiring an advisor—and why, in hindsight, it was one of the best investments they've made.Whether you're confident in your current strategy or simply curious if you could be doing more with your time and money, this episode will help you ask the right questions about your financial 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.

Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, Inc. In Part 2 of our conversation, we go deep into how Beacon is operationalizing M&A. Harrison reveals how they reduced their request list by over 65%, why they require third parties to use their DealRoom, and how integration now begins before the deal is even signed. He also dives into the organization's AI roadmap, their internal CRM transformation, and the surprising challenges of acquiring non-profit organizations. If you want a behind-the-scenes look at building a scalable, tech-forward M&A machine in healthcare, don't miss this episode. Things you will learn: How to build a centralized M&A system across CRM, diligence, and integration Why Beacon embeds integration planning before close—and the real cost of waiting What it takes to acquire and integrate nonprofit healthcare organizations Episode Chapters [00:02:30] Using third-party compliance audits and chart reviews in diligence [00:06:00] Evolving the deal process from relationship-building to IOI to close [00:12:00] Reducing diligence requests from 474 to 147 using DealRoom [00:14:00] Enforcing platform accountability for both internal teams and sellers [00:16:00] Managing deal fatigue and broker feedback in seller-heavy processes [00:21:00] Beacon's shift from siloed M&A to One Beacon integration strategy [00:26:00] Running diligence and integration in parallel, starting pre-close [00:29:30] Valuation risks of integration backlog and how Beacon is addressing it [00:35:00] Centralizing the full M&A lifecycle—from CRM to integration—in one platform [0:41:00] How to approach acquiring nonprofit organizations (and why it's worth it) _______________

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We often focus on the fear of running out of money in retirement—but what if the bigger risk is running out of health before you can enjoy it? After watching The Amazing Race, I was reminded of a client story we hear all too often: years of diligent saving, only to be sidelined by health issues just before retirement begins.At Root, we've seen clients retire with more than enough—only to realize the extra working years came at the expense of their physical well-being. One client had $3 million saved but told us she would've been happier (and healthier) retiring with $2.2 million if it meant enjoying her travel plans pain-free.That's why we encourage thinking about your money in terms of “movement speeds”:Walking dollars: short-term cash for 1–3 yearsJogging dollars: mid-term goals for 3–7 yearsSprinting dollars: long-term investments for 10+ yearsThis framework helps you balance living well today with planning wisely for tomorrow. The most consistent advice we hear from our clients? Don't just plan to retire—plan to enjoy it. Prioritize your health alongside your wealth.-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.

Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, Inc. In Part 1 of our conversation with Harrison Thomas, Chief Growth Officer at Beacon Specialized Living Services, we dive into how one of the largest providers of specialized behavioral health services is rethinking M&A using AI. Harrison shares why Beacon created a dedicated AI committee focused on improving every stage of the deal lifecycle—from sourcing to integration—and what tools and pilots they're exploring right now. If you want a first-hand look at how AI is already changing M&A in healthcare services, this episode is for you. Things you will learn: Why creating an AI committee can accelerate innovation in M&A processes. How AI tools are being piloted to improve diligence, sourcing, and integration planning. Practical challenges and lessons learned when adopting AI in a complex, people-centric industry. ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Even in the AI era, strong relationships will always be at the heart of every good business. In this episode, Darin Dawson, co-founder of BombBomb and Chief Growth Officer at Buffini & Company, shares how to build long-lasting relationships that will lead to a stream of referrals and increase your bottom line, now and in the future. YOU WILL LEARN:· The importance of trust and transparency in sales.· The role of video in business communication.· The future of AI in small business. MENTIONED IN THIS EPISODE: S2E302 Demystifying AI with Michael Thorne AI Bootcamp Business Consultation “The Spirit-Filled Life,” by Charles F. Stanley Band of Brothers NOTEWORTHY QUOTES FROM THIS EPISODE: “Nothing in this world happens without a sale.” – Brian Buffini “You're better in person.” – Darin Dawson “We are created to be in community with each other and to create a feedback loop that's constant.” – Darin Dawson“The people that will win with AI will use it to enhance their ability to connect with people.” – Darin Dawson “Be of value and abundance will follow.” – Darin Dawsonitsagoodlife.com Hosted on Acast. See acast.com/privacy for more information.

What if work became a choice, not a requirement?The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Whether you're nearing retirement or just starting to plan, this podcast delivers clear, actionable insights designed to simplify your biggest financial decisions.We focus on strategies that make a real impact—from tax planning moves that may unlock $100,000+ in lifetime savings, to investment and withdrawal strategies that align with your values and goals. It's not about chasing perfection, it's about creating a plan that gives you freedom, clarity, and peace of mind.Because at the end of the day, early retirement isn't just about leaving your job, it's about building a life you don't want to escape from.-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.

Erin and Charissa talk to Jane Wakely, Executive Vice President, Chief Consumer and Marketing Officer and Chief Growth Officer of International Foods at PepsiCo live onstage from Cannes. See omnystudio.com/listener for privacy information.