Podcasts about chief growth officer

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Best podcasts about chief growth officer

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Latest podcast episodes about chief growth officer

Early Retirement
Ready to Retire? Here's How to Tell Your Company │ Root Talks

Early Retirement

Play Episode Listen Later May 29, 2025 24:32 Transcription Available


In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career.Whether you're months away or years out, this discussion tackles the fear, hesitation, and freedom that come with telling your boss you're done. You'll hear real stories from Root Collective members who've taken the leap, insights on counteroffers, and a powerful reframe: every “yes” to more work is a “no” to your time, your family, your dreams.Hear more stories from the Root Community here:  https://www.skool.com/rootcollective/what-was-your-experience-when-you-told-your-employer-you-were-retiring - 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.

Duct Tape Marketing
How Leaders Should Really Use AI

Duct Tape Marketing

Play Episode Listen Later May 29, 2025 23:49


Geoff Woods is the #1 international bestselling author of The AI-Driven Leader: Harnessing AI to Make Faster Decisions and the founder of AI Leadership and the AI Driven Leadership Collective. As a former Chief Growth Officer of a global company, Geoff brings real-world expertise in using AI to transform how leaders think and make decisions. In this episode, he reveals how AI can serve as a powerful thought partner—enhancing strategic focus, overcoming operational overwhelm, and unlocking breakthrough solutions using his CRIT framework. Tune in to learn how the most effective leaders are leveraging AI to stay ahead in a rapidly evolving business landscape. Today we discussed: 00:00 Opening 00:48 Introducing Geoff Woods 01:19 How AI Enhances Leaders Strategic Thinking 03:17 AI as a Thought Partner 04:46 How AI Can Help with Operation Tasks 06:16 Focusing on the 20% 07:52 The C.R.I.T. Framework 13:11 Addressing the AI Culture Shift 16:22 How is AI Changing Decision Making 17:45 What's AI's Role in Leadership 19:28 How to Start Integrating AI Into Your Leadership Practices More About Geoff Woods: The AI-Driven Leader by Geoff Woods on Amazon: https://www.amazon.com/AI-Driven-Leader-Harnessing-Smarter-Decisions/dp/B0DB8QL3ZK?utm_source=chatgpt.com Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

Thanks For Visiting
466. Hosting Hotline: Should You Try Midterm Rentals? Here's What to Know Before You List

Thanks For Visiting

Play Episode Listen Later May 27, 2025 14:50 Transcription Available


In this week's Hosting Hotline, we're answering a question we hear all the time: Should I consider midterm rentals (30+ day stays)? If you're wondering whether it's the right move for your property, this episode will help you break it down.We cover the pros, cons, and what it really looks like to add midterm rentals into your hosting strategy—including Sarah's firsthand experience with listing on Furnished Finder during the off-season.We break down:What counts as a midterm rental—and how it's different from STRs and LTRsThe pros: lower turnover, longer stays, consistent income, and guest qualityThe cons: more hands-on screening process, less automationWhy midterm guests are not just short-term guests staying longerHow to test the waters using platforms like Furnished FinderWhat amenities, furniture, and stocking levels midterm guests expectHow to check demand in your market before jumping inA $30-off listing code to get started risk-free on Furnished FinderWe're also joined by Tanya Shin, Chief Growth Officer at Furnished Finder, who shares trends they're seeing (hint: it's not just nurses anymore) and the best way to see if your city is midterm-ready.

Early Retirement
The 4% Rule: Is It Still the Key to Early Retirement in 2025?

Early Retirement

Play Episode Listen Later May 26, 2025 19:12 Transcription Available


The 4% withdrawal rule does not apply to early retirees since it's based on a 30-year timeline, not the 40+ years needed for early retirement. Guyton's guardrails approach offers a better alternative, allowing for 5.2-5.6% withdrawal rates by adapting spending based on market performance.• Guardrails approach uses flexible withdrawal rates that increase when markets perform well and decrease during downturns• Traditional 4% rule based only on S&P 500 and intermediate US bonds, while diversification across asset classes can increase safe withdrawal rates• First years of retirement often have high expenses (healthcare, education, travel) when your portfolio is most vulnerable• Bowling analogy: retirement planning with guardrails is like bowling with bumpers to avoid gutter balls• Business analogy: like a business owner, spend more when times are good, cut back when they aren't• Creating a "war chest" of safe assets reduces pressure on your growth investments during market downturns• Stress test your retirement plan against worst-case scenarios: market crashes, reduced Social Security, high inflation, living to 100- 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 your CPA or attorney 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 endorsements.Participation 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.

Mitlin Money Mindset
Empowering the Next Generation with Kellan Brown

Mitlin Money Mindset

Play Episode Listen Later May 21, 2025 37:37


Mentorship can shape not just careers, but entire industries, especially when it's driven by purpose and authenticity. How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector. Kellan and Larry explore: Kellan's path to leadership in finance Transitioning careers during the pandemic The impact of a pivotal “Queen Bee” experience on mentorship Distinguishing mentorship from sponsorship The mission and pillars of the FinServ Foundation Tips for leaning into mentorship at any career stage Transitioning skillsets across industries And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kellan Brown:  LinkedIn: Kellan Brown Website: 100 Women In Finance Kellan.Brown@100women.org  About our Guest: Kellan Brown Chief Operating Officer/Chief Development Officer, 100 Women in Finance Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms.  In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee. Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Early Retirement
Here's 5 Portfolio Changes To Create More Income In Retirement

Early Retirement

Play Episode Listen Later May 19, 2025 18:38 Transcription Available


Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and income — can offer a more comprehensive approach for long-term planning.• Relying solely on dividend-paying stocks may reduce portfolio diversification and growth potential• Total return (income + growth) can provide a broader view of long-term investment outcomes• Asset location strategies may improve tax efficiency depending on the type of account• Bond ladders with staggered maturities can help create more consistent income over time• Annuities can provide structured income, though they may have limitations such as fees or inflation sensitivity• The most effective strategy is one that aligns with your goals, risk tolerance, and understanding• Be cautious with complex products — understanding fees, liquidity restrictions, and structure is essentialAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

InsTech London Podcast
Ed Howkins, Artificial & Sasa Brcerevic, Aon: Digitising risk trade: the future of wholesale broking (355)

InsTech London Podcast

Play Episode Listen Later May 18, 2025 28:48


What happens when one of the world's largest brokers and a digital-first underwriting platform team up to rethink risk trading? In this episode, Robin Merttens is joined by Sasa Brcerevic, Head of Portfolio and Delegated Strategy at Aon, and Ed Howkins, Chief Growth Officer at Artificial Labs. Together, they explore the evolving dynamics of wholesale broking, why now is the moment to digitise trading relationships and how insurers can stay competitive in a rapidly transforming landscape. The conversation offers a timely lens on the market-wide shift toward digital trading – not as a future ambition, but as an active and necessary response to competitive pressure. From the rise of underwriting-as-a-service to brokers leading platform innovation, this episode unpacks what insurers and brokers should be doing now to stay relevant. Key Talking Points Digitising the broker–underwriter interface: why transaction execution, not just placement admin, is the next frontier Strategic momentum: how digitisation moved from side project to boardroom priority across carriers and brokers Competitive catalysts: why fast movers are already capturing flow and shaping future adoption curves Platforms not portals: how Artificial is helping brokers remove friction while giving carriers underwriting optionality A new breed of carrier: exploring the shift from balance sheet-first models to digital risk transformation The data dividend: why data-rich submissions are changing how insurers allocate capital and differentiate themselves Incremental innovation: what makes today's efforts different from past false starts and what good adoption looks like Reimagining broking: how Aon is investing in technology to build its future operating model Sustainable advantage: why the biggest long-term gains lie in improving service, not just margin Time to jump in: why delaying digitisation could leave carriers and brokers on the outside looking in If you like what you're hearing, please leave us a review on whichever platform you use or contact Robin Merttens on LinkedIn. You can also contact Ed Howkins and Sasa Brcerevic on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Describe how digitising wholesale broking can improve transactional efficiency and reduce operational friction. List the key challenges and opportunities in modernising risk trading processes between brokers and carriers. Explain how intentional digital adoption differs from previous waves of insurance market innovation. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 355 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Patients Come First
Patients Come First Podcast - Jay Taylor

Patients Come First

Play Episode Listen Later May 18, 2025 16:01


This episode of VHHA's Patients Come First podcast features Jay Taylor, Chief Growth Officer at Backpack Healthcare, who joins us to discuss his career journey, behavioral health access amid rising service demand, a new partnership between VHHA Solutions and Backpack Healthcare, and more. Send questions, comments, feedback, or guest suggestions to pcfpodcast@vhha.com or contact on X (Twitter) or Instagram using the #PatientsComeFirst hashtag.

The Look Back with Host Keith Newman
Rethinking Work with Rishad Tobaccowala: Super Founders, Smarter Leadership, and the Future of Work

The Look Back with Host Keith Newman

Play Episode Listen Later May 17, 2025 46:02


Rishad is the author of Restoring the Soul of Business: Staying Human in the Age of Data and “Rethinking Work” both published by HarperCollins. He was the Global Strategist and Chief Growth Officer of the 100,000+ person marketing and business transformation Publicis Groupe and has been named by BusinessWeek as one of the top business leaders for his pioneering innovation and TIME magazine dubbed him one of five “Marketing Innovators.” Rishad is one of only 300 people selected to the Advertising Hall of Fame in 75 years.Rishad joins the Liftoff podcast and shares with us his thoughts on super founders, smarter leadership, and the future of work.Follow Rishad:- LinkedIn: https://www.linkedin.com/in/rishadtobaccowala- https://rishadtobaccowala.com/Follow the Liftoff with Keith:- Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD- Apple Podcasts: https://podcasts.apple.com/us/podcast/liftoff-with-keith-newman/id1560219589- Substack: https://keithnewman.substack.com/- LinkedIn: https://www.linkedin.com/company/liftoffwithkeith/- Newman Media Studios: https://newmanmediastudios.com/

Early Retirement
The Surprising Regrets of Wealthy Retirees | Root Talks

Early Retirement

Play Episode Listen Later May 15, 2025 16:05 Transcription Available


Retired with millions—but full of regret?In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else's version of success, these lessons are emotional, practical, and essential.What you'll learn:Common regrets wealthy retirees confess after leaving workWhy financial freedom means nothing without health, time, or joyHow to avoid estate planning mistakes that burden your spouse or familyWhy intentional living matters more than chasing a numberSimple, high-impact ways to prepare for retirement nowIf you're building wealth, nearing retirement, or want to live more meaningfully today—this conversation is for youCreate 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Leadership LIVE @ 8:05! Podcast - Talking Small Business

Not All Leads Are Created Equal is covered in this podio, along with the following subjects:- Lead quality and qualification- Working with a marketing agency- How small businesses can use SEO and technology to compete with large businesses***************************************When it comes to generating leads for your business, it's important to remember that not all leads are created equal. Understanding lead quality and qualification can make a significant difference in your sales efforts. Working with a marketing agency can help you streamline your lead generation process and target the right audience effectively. I'll be talking with Reed Hansen about Not All Leads Are Created Equal.I am a seasoned digital marketing executive with extensive experience driving business growth through innovative strategies. As the Chief Growth Officer at MarketSurge, I focus on leveraging digital marketing tools to help businesses scale efficiently, especially in highly competitive markets. Prior to this role, I was the owner of Million Dollar Studio, where I honed my expertise in marketing and operations. My previous roles include leadership positions at Northwestern University, Punchkick Interactive, and Solstice, where I built a reputation for developing digital products that engage audiences and boost revenue.My unique ability to combine data-driven insights with creative marketing solutions makes me a recognized authority in the digital marketing space. My career has been defined by helping businesses of all sizes—from startups to Fortune 500 companies—achieve remarkable sales growth through digital innovation.

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
Women Rewriting The Climate Conversation – Voices From The Earth Day Women's Summit

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later May 14, 2025 54:29


“How do we get people in the tent to even hear the story? With ‘Living with Ed' and other projects, we were a family they could identify with. We were yelling, laughing, loving each other while talking about real issues. I represented the average person's perspective on issues like taking the subway. There's the funny, and there's the conflict. If it's not entertaining, it's not going to connect.” Rachelle Begley on Electric Ladies Podcast  Culture wars around climate change do more harm than good. As climate-driven extreme weather events become more frequent, proposed cuts to climate-related programs at the federal, state, or corporate level, pose a growing threat to public safety. The climate crisis is a safety issue – this isn't political. Fresh from The Earth Day Women's Summit at Earthx2025, listen to a live recording of a panel moderated by Joan Michelson about how we can find common ground in a climate crisis. Hear from women who have successfully bridged culture, politics and platforms to reframe conversations around the climate crisis. You'll hear from Inna Modja, Goodwill Ambassador of the United Nations Convention to Combat Desertification, on humanizing climate migration. Rachelle Carson Begley, Actor and Environmentalist, on engaging through entertainment. Hayden Begley, Content Creator, on using social media to engage diverse audiences. Chelsea Henderson, Director of Editorial Content at RepublicEn, on bridging the political divide, and who also shares insightful career advice, and… Joan Michelson, host of Electric Ladies Podcast  “Playing into your interests and strengths is important. It's become a bit of a cliché to say, ‘Do what you love, and everything will fall into place,' because it's not that easy. I try not to say no to opportunities. Instead, I try to say yes more and engage with other women, because women are incredible at supporting one another. Leaning into that support system – hearing about the pitfalls, the challenges, what was hard, what was easy – is invaluable.” Chelsea Henderson on Electric Ladies Podcast You'll also like: Hilary Doe, Chief Growth Officer of Michigan, on how the state leverages the Inflation Reduction Act to increase climate resilience and drive growth. Chelsea Henderson, Director of Editorial Content at RepublicEn, on bridging the partisan divide on climate. Daniella Ortega, Director of “Carbon: An Unauthorized Biography”, on communicating non-preachy climate messages Courtney Bickert, social innovator and comedienne, on how comedy could help us solve today's biggest problems. Joan Michelson's Forbes article on Communicating Creatively On Climate To Save Lives Read more of Joan's Forbes articles here. More from Electric Ladies Podcast!  JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate. Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio

Top Advisor Podcast
Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh

Top Advisor Podcast

Play Episode Listen Later May 14, 2025 37:27


Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it's not the only way. Abby Salameh, Chief Growth Officer at RFG Advisory, dives deep into what's working right now when it comes to client acquisition for top-performing financial advisors. Abby shares insights into four primary strategies her … Continue reading Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh →

Federal Drive with Tom Temin
One Midwest state wants to attract displaced feds

Federal Drive with Tom Temin

Play Episode Listen Later May 14, 2025 9:17


Through the end of April, the Trump administration announced more than 275,000 federal civil service layoffs nationwide. As these civil servants are re-evaluating their futures, Michigan wants them to know it offers new careers, incentives, placement programs and more. Joining me to share the details is Chief Growth Officer for the State of Michigan, Hilary Doe.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Richer Soul, Life Beyond Money
Ep 440 The AI Driven Leader with Geoff Woods

Richer Soul, Life Beyond Money

Play Episode Listen Later May 13, 2025 62:05


The AI-Driven Leader   What if artificial intelligence could free you from the daily grind and unlock your full potential as a strategic leader? In this game-changing episode of Richer Soul, Rocky talks with Geoff Woods, international bestselling author of The AI-Driven Leader and founder of AI Leadership. Geoff shares how leaders can escape operational overwhelm, reclaim their time, and harness AI for exponential growth—no coding required. From reading Rich Dad, Poor Dad at age 10 to scaling billion-dollar companies, Geoff's journey is fascinating. But it's what he reveals about leadership and technology that will change how you think—and lead—forever. If you're a business owner, executive, or high achiever feeling stretched too thin, this episode is your blueprint for a smarter, freer life.   Key Takeaways:  AI isn't the future—it's now. Geoff explains how even non-technical leaders can use AI today to eliminate overwhelm and 10x their impact. You can't scale chaos. The path to real business growth is through delegation, focus, and strategic thinking—not hustling harder. Leverage is everything. Whether it's financial leverage or digital leverage (AI), Geoff shares how to work smarter, not more. The myth of "doing it all." Geoff breaks down how letting go of control was the key to unlocking millions in growth—and personal freedom.   Money Learnings from Geoff: Geoff grew up with powerful financial habits thanks to his dad—saving early, avoiding debt, and investing wisely. By his early 20s, he had more saved for retirement than most people have in net worth. His big lesson? Start investing early, surround yourself with financially smart people, and focus on building assets—not just income.   Guest Bio: Geoff Woods is the bestselling author of The AI-Driven Leader, host of the AI-Driven Leader podcast, and Founder of AI Leadership. He empowers high-level leaders to harness AI, escape operational chaos, and lead with strategy. Formerly the Chief Growth Officer of Jindal Steel & Power, he helped grow the company from $750 million to $12 billion in market cap. Geoff also co-founded the training company behind The ONE Thing, coaching companies with revenues from $10 million to $60 billion.   Key Discussion Points: Why "doing more" is the trap most leaders fall into—and how AI can break the cycle. The critical mindset shift from operator to strategist. How Geoff used The ONE Thing principle to scale companies—and now teaches it with AI. Why success without freedom isn't success at all. How to identify the ONE thing that moves the needle most in your business—and use AI to optimize it.   Conclusion: What You Can Do Differently This episode is your wake-up call. If you're grinding away in your business, it's time to ask: Are you working on the right things—or just working hard? Geoff challenges you to: ·       Audit your day and identify tasks AI could handle. ·       Shift from operator to strategist. ·       Ask yourself: What's the ONE thing I can do such that by doing it, everything else becomes easier or unnecessary?   Links: AI Leadership's website: https://www.aileadership.com/  LinkedIn: https://www.linkedin.com/company/ai-thought-leadership/  X: @geoffwoods   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Early Retirement
Why The Biggest Risk To Retiring Early Is Not What You Think

Early Retirement

Play Episode Listen Later May 12, 2025 14:06 Transcription Available


Even when the financial plan indicates you're on track, many people experience anxiety—especially between ages 50 and 65, before traditional retirement benefits begin. This episode explores ways to prepare for that critical transition with clarity and confidence.• One of the most impactful retirement risks is withdrawing too much from your portfolio in the early years• Many individuals are “qualified rich, cash limited” with the majority of assets in tax-advantaged retirement accounts• Building a taxable brokerage account can provide additional flexibility before age-based access to retirement funds• For some, temporarily adjusting retirement account contributions may help support short-term liquidity needs (consider your specific situation and consult a financial professional)• Planning ahead for early retirement expenses—such as travel, healthcare, or home projects—can reduce surprises• Avoiding large discretionary expenses early in retirement may help reduce stress on your portfolio• Focus on what you can control: spending, timing of retirement, asset allocation, and strategic withdrawalsAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. The Early Retirement Academy is an educational resource offered by Root Financial. Participation may involve a fee. Use of the tool does not establish a client relationship or constitute personalized advice. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements. 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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Influence Global Podcast
S8 Ep16: Cannes Lions The Biggest Advertising Festival Ft. Ed Davidson

Influence Global Podcast

Play Episode Listen Later May 8, 2025 18:57


Ed Davidson is the Chief Growth Officer for the Cannes LIONS Festival. With huge global audiences and record numbers of entries for the prestigious Cannes LIONS awards, this year the team are focused on growing a larger creator audience and Ed tells how thats happening. Ed is most excited by new intersections between creativity, brands, entertainment and technology while also passionate about creating high-performing teams. As the Chief Growth Officer for LIONS, Ed is focused on creating and implementing a sustainable and long-term growth strategy in line with the LIONS vision. If you want to follow Ed on Linkedin - connect here https://www.linkedin.com/in/ed-davidson-184ab938/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Marketing Playbook with Mark Friedman
Ned MacPherson & Rob Jewell - Power Digital & Uptick

The Marketing Playbook with Mark Friedman

Play Episode Listen Later May 7, 2025 39:37


Ned MacPherson & Rob Jewell, the Chief Growth Officer of Power Digital and Founder & CEO of Uptick, respectively, add their pages to the Marketing Playbook. Hear how to experiment with price testing, drive extra revenue with post-purchase offerings, perform a Conversion Rate Optimization (CRO) audit for quick wins, the top changes brands can make to offset cost increases due to tariffs, and how to approach clients who “don't do that here.” Connect with Ned at PowerDigitalMarketing.com and on LinkedIn, and Rob at Uptick.com and on LinkedIn

The Buzz with ACT-IAC
The Power of Connection: Lessons from the Voyager Program

The Buzz with ACT-IAC

Play Episode Listen Later May 7, 2025 28:29


In this special live edition of The Buzz, host Yohanna Baez broadcasts from Jammin Java in Vienna, Virginia, hosting the signature Voyager Talks event. This episode highlights the ACT-IAC Voyagers program, a professional development program for rising leaders in government and industry. Yohanna interviews Andrew Powell, Chief Growth Officer of Strongbridge, who shares his experiences in the Voyagers program, including effective communication as a tool for leadership, the importance of collaboration between government and industry, and his personal career journey. Andrew also discusses the strategic role of a Chief Growth Officer and the invaluable lessons learned through mentorship and peer connections within the Voyagers program. The conversation touches on the significance of building authentic relationships, leadership during times of change, and how the insights gained from the program are already being applied in his role at Strongbridge. Subscribe on your favorite podcast platform to never miss an episode! For more from ACT-IAC, follow us on LinkedIn or visit http://www.actiac.org.Learn more about membership at https://www.actiac.org/join.Donate to ACT-IAC at https://actiac.org/donate. Intro/Outro Music: See a Brighter Day/Gloria TellsCourtesy of Epidemic Sound(Episodes 1-159: Intro/Outro Music: Focal Point/Young CommunityCourtesy of Epidemic Sound)

Live Greatly
Thriving in Diverse Environments with Stephanie Chung, Author of Ally Leadership: How to Lead People Who Are Not Like You

Live Greatly

Play Episode Listen Later May 6, 2025 32:24


On this Live Greatly podcast episode, Kristel Bauer sits down with Stephanie Chung, the first African-American president of a private aviation company and the author of Ally Leadership: How to Lead People Who Are Not Like You. Kristel and Stephanie discuss some keys to thrive in environments with people who aren't like you and lots more.  Tune in now!  Key Takeaways From This Episode: A look into Stephanie's book Ally Leadership: How to Lead People Who Are Not Like You Some challenges that leaders and employees are currently facing and how to overcome them How to navigate the fear of being canceled  The importance of realizing that you have a privilege ABOUT STEPHANIE CHUNG  Stephanie is not just an #1 international best-selling author; she's a force of strategic innovation, a beacon of change, and a titan in the world of business growth and human capital management. With over 30 years of experience, Stephanie has cultivated a reputation for turning challenges into opportunities and transforming growing businesses into thriving hubs of success. As a pioneering woman of color in the aviation sector, Stephanie has ascended to top executive roles, influencing industry standards and driving impactful growth. Her tenure as Chief Growth Officer at Wheels Up and President at JetSuite is marked by innovative strategies that significantly expanded membership and redefined brand positioning. As an aviation trailblazer, Stephanie has 35 years of aviation experience, from a baggage handler to being the first African-American private aviation company president. Never meeting an expectation she didn't plan on surpassing, she led a private aviation sales team that beat their quota of almost $1B every year. Apart from her executive accomplishments, Stephanie is a highly sought-after keynote speaker and author whose work has been translated into 60 different languages. Her works, particularly in applying neuroscience to sales and leadership, offer groundbreaking and practical strategies for professional growth. Her engaging and practical insights have made her a top rated speaker for events and organizations in search of deeper, longer lasting, change. Stephanie's influence also extends to her board roles with organizations like the Make-A-Wish Foundation and the National Business Aviation Association, where her strategic insights have guided significant organizational transformations. At the heart of Stephanie Chung's extraordinary success is her unwavering belief in the strength of human connections, fueling a journey that inspires us all to be better, together.  Stephanie has received numerous accolades. She was named: Adweek's “Women Trailblazers”, Robb Report's “23 Black Visionaries Who are Changing the Luxury World”, WLTH's “Top Women in Travel & Hospitality”, Savoy Magazine's' “America's Most Influential Black Executives, and D CEO Magazines “Top 500” She is listed on the Ebony Power 100, was a contributing columnist for Inc. and Black Enterprise Magazine, and has influence that transcends borders. She is a former contributor to Inc. Magazine and can be seen on ABC, NBC, CBS, and more. Her journey is a testament to the power of strategic thinking, resilience, and unwavering dedication to excellence. Connect with Paula: Order Ally Leadership: How to Lead People Who Are Not Like You TikTok: @thestephaniechung Instagram: @thestephaniechung Linkedin: thestephaniechung YouTube: @Coachstephaniechung Facebook: TheStephanieChung Website: www.stephaniechung.com  About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness and performance expert, keynote speaker and TEDx speaker supporting organizations and individuals on their journeys for more happiness and success. She is the author of Work-Life Tango: Finding Happiness, Harmony, and Peak Performance Wherever You Work (John Murray Business November 19, 2024). With Kristel's healthcare background, she provides data driven actionable strategies to leverage happiness and high-power habits to drive growth mindsets, peak performance, profitability, well-being and a culture of excellence. Kristel's keynotes provide insights to “Live Greatly” while promoting leadership development and team building.   Kristel is the creator and host of her global top self-improvement podcast, Live Greatly. She is a contributing writer for Entrepreneur, and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. As an Integrative Medicine Fellow & Physician Assistant having practiced clinically in Integrative Psychiatry, Kristel has a unique perspective into attaining a mindset for more happiness and success. Kristel has presented to groups from the American Gas Association, Bank of America, bp, Commercial Metals Company, General Mills, Northwestern University, Santander Bank and many more. Kristel has been featured in Forbes, Forest & Bluff Magazine, Authority Magazine & Podcast Magazine and she has appeared on ABC 7 Chicago, WGN Daytime Chicago, Fox 4's WDAF-TV's Great Day KC, and Ticker News. Kristel lives in the Fort Lauderdale, Florida area and she can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co  Follow Kristel Bauer on: Instagram: @livegreatly_co  LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions.  Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations.  They have not been evaluated by the food and drug administration.  Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests.  Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content.  Always consult your physician for recommendations specific to you.

Early Retirement
Avoid These 6 Common Mistakes When Retiring Early

Early Retirement

Play Episode Listen Later May 5, 2025 17:00 Transcription Available


In this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long run.• Not establishing a taxable brokerage account to access funds before traditional retirement age• Overlooking healthcare planning, including available subsidies, which may impact retirement timing• Missing opportunities for tax efficiency through strategies like Roth conversions or coordinated withdrawals• Underestimating the importance of physical health when planning for an active retirement lifestyle• Limiting retirement vision to essential expenses, rather than factoring in meaningful goals and experiences• Focusing only on finances without considering purpose, routine, or fulfillment during retirementSubmit your questions at earlyretirementpodcast.com for future episodes. Are you sabotaging your early retirement with what I call "head trash"? These are the unnecessary worries that keep you working years longer than you need to - like comparing your finances to neighbors without knowing their full picture.Advisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. To learn more about Root or to explore working together, please visit www.rootfinancialpartners.com.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Outcomes Rocket
Virtual Neurology: Bridging the Gap in Care - Branden Robinson, Chief Growth Officer, Sevaro Health

Outcomes Rocket

Play Episode Listen Later May 5, 2025 12:59


Addressing the critical shortage of neurologists and the rising prevalence of neurological disorders requires innovative solutions. In this episode, Branden Robinson, Chief Growth Officer at Sevaro Health, discusses how virtual neurology is revolutionizing healthcare delivery. He highlights the use of AI in triage to optimize neurologist time, ensuring that the most critical patients receive immediate attention. Branden also emphasizes the importance of a continuum of care model, connecting patients from acute care to outpatient teleneurology, improving patient outcomes, and reducing revenue leakage for health systems. Finally, he emphasizes the need for health systems to assess their neurology coverage, highlighting the benefits of implementing virtual solutions to enhance patient care and financial performance. Tune in and learn how Sevaro Health is leveraging digital health to bridge the gap in neurological care! Resources: Connect with and follow Branden Robinson on LinkedIn. Learn more about Sevaro Health on their LinkedIn and website. Email Branden directly here.

Green Connections Radio -  Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil
How Michigan Turns IRA Tax Credits Into Growth – Hilary Doe, Chief Growth Officer, Michigan

Green Connections Radio - Women Who Innovate With Purpose, & Career Issues, Including in Energy, Sustainability, Responsibil

Play Episode Listen Later May 5, 2025 45:40


“We did lots of infrastructure investments over the last handful of years to make sure our communities are in the best possible place they can be. And we complemented federal investment with workforce investment to ensure Michiganders are getting access to those kinds of roles, some of which didn't even exist previously. [This ensures] that Michigan communities could benefit from learning to be solar installers and get access to new economic income streams.” Hilary Doe on Electric Ladies Podcast The Justice Department is suing Michigan over its climate initiatives under the Clean Air Act. Michigan has the fastest-growing clean energy job sector in the U.S., with over 120,000 clean energy jobs. In addition, a recent study ranked Michigan at limited risk from climate change-related events, so it may attract millions of Americans who may relocate to escape extreme climate events. Listen to Hilary Doe, Michigan's first Chief Growth Officer (and the first in the country) on Electric Ladies Podcast with Joan Michelson. She describes how Michigan rapidly leveraged the Inflation Reduction Act to increase their climate resilience, economic growth and innovation. Now, Michigan is rated as one of the best places to live, work, raise a family and start a business. You'll hear about: Michigan's efforts to position itself as a climate-resilient and clean energy hub. The state's fast growing startup ecosystem and innovation centers, particularly in clean tech and mobility. The impact of climate change on businesses and the trend of "climate migration" to Michigan and the Midwest. Strategies for retaining and attracting talent, including new programs like "Make My Home". Plus, insightful career advice.  “Many folks start to experience frustration because they have built such a wealth of expertise and have so much to offer, but they might feel just stuck. In my experience, when I've been able to jump off that ladder and pursue something, a different context, a different platform, that lets me get unstuck. It's risky, but sometimes it just unlocks so much passion in an individual that to do exactly what you're meant to do and share all your gifts and be more successful than maybe you could have been in the other context.” Hilary Doe on Electric Ladies Podcast You'll also like: Tensie Whelan, Founding Director of NYU Stern on why sustainable business is good business.  Doreen Harris, President and CEO of NYSERDA, on how New York is leading the way to the clean energy future. Jennifer Granholm, 16th U.S. Secretary of Energy, gives three reasons why clean energy is here to stay. Sherri Goodman, former Deputy Undersecretary of Defense, on why climate change is an issue of national security. Joan Michelson's Forbes article on Communicating Creatively On Climate To Save Lives. Read more of Joan's Forbes articles here. More from Electric Ladies Podcast! JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate.  Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance.  Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio

Early Retirement
Root Talks: Spend Your Way to a Happier Retirement: 5 Pillars of Better Spending

Early Retirement

Play Episode Listen Later May 1, 2025 18:08 Transcription Available


Many great savers struggle to switch gears once they retire—unsure how to spend with confidence after decades of discipline. James and Ari reflect on the mindset shift from saving to spending, exploring how to use money and time more intentionally to create a meaningful life now, not just someday.Prompted by a thoughtful comment from a Root Collective member, they share personal stories and client examples about the “little splurges” that actually matter—upgrading experiences, investing in health, buying back time, and being generous in ways that deepen relationships.They also walk through five key categories that tend to lead to high-impact, low-regret spending: experiences, time, giving, health, and environment.Whether you're already retired or still working toward it, this conversation will help you think more clearly about the value of your money—and how to use it to support the life you truly want to live.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Outcomes Rocket
Mark Gee of Medecision: Real-Time Insights Revolutionizing Patient Care

Outcomes Rocket

Play Episode Listen Later May 1, 2025 11:32


Medecision is solving foundational healthcare problems by making data actionable in real time through personalized health journeys.  In this episode, Mark Gee, Chief Growth Officer at Medecision, discusses how his company is disrupting healthcare data through real-time insights and action. By re-architecting their enterprise platform, Ariel, they've broken down data silos and enabled operationalized insights at scale, moving beyond traditional data lakes. Their system's ability to accept and process any data format in real time allows for hyper-personalized care journeys that shift focus from reactive to proactive care, evidenced by a 64% engagement increase in a Blue Cross Blue Shield health plan's behavioral health program. Additionally, Medecision is redesigning care and utilization management processes to improve productivity and proactively assist patients. Tune in and learn how real-time data and personalized care journeys are transforming healthcare! Resources: Connect with and follow Mark Gee on LinkedIn. Follow Medecision on LinkedIn and visit their website.

The Logistics of Logistics Podcast
Tech-Driven Drayage: A PortPro Perspective with Corey Abbott

The Logistics of Logistics Podcast

Play Episode Listen Later May 1, 2025 43:53


Corey Abbott and Joe Lynch discuss tech-driven drayage: a PortPro perspective. Corey is the Chief Growth Officer and his team lead enterprise initiatives at PortPro, an innovative technology company that keeps the drayage industry moving efficiently with its operating platform built for drayage trucking companies, brokerages, and those that do both. About Corey Abbott Corey Abbott, Chief Growth Officer and his team lead enterprise initiatives at PortPro, focusing on developing comprehensive products designed to enhance the customer experience, guided by their needs and feedback. Corey spent over a decade at STG Logistics, the nation's leader in containerized freight, and XPO Logistics, where he built operational, financial, and back-office solutions to help companies and users across the globe. He also partnered with companies across multiple industries and modes of transportation (OTR, Drayage, Intermodal, Global forwarding, LTL, Supply Chain Warehousing/ Transloading, Expedited Air, Road, and Water). He held roles of CIO, Intermodal, and Drayage, and most recently, Chief Product Officer. He holds a Master's degree in accounting and finance from the University of North Carolina at Charlotte. About PortPro PortPro is an innovative technology company that keeps the drayage industry moving efficiently with its operating platform built for drayage trucking companies, brokerages, and those that do both. Its flagship TMS platform streamlines order entry, dispatch management, container tracking, communication, appointment-setting, accounts receivable, accounts payable, reporting, AI-driven features, and more for our customers - who can then provide full transparency and better service to their customers. Visit www.portpro.io for more information and to schedule a demo. Key Takeaways: Tech-Driven Drayage: A PortPro Perspective Corey Abbott and Joe Lynch discuss tech-driven drayage: a PortPro perspective. Corey is the Chief Growth Officer and his team lead enterprise initiatives at PortPro, an innovative technology company that keeps the drayage industry moving efficiently with its operating platform built for drayage trucking companies, brokerages, and those that do both. Drayage carriers and brokers face the following challenges: Operational Inefficiencies & Lack of Real-Time Visibility: Difficulty managing complex drayage processes and tracking critical information (containers, status, appointments) leads to wasted time, errors, and increased costs. Manual Processes & Poor Communication Hindering Productivity: Reliance on outdated methods for order entry, scheduling, invoicing, and communication creates administrative burdens, slows down operations, and limits collaboration. Stuck with Outdated Tech or Ill-Suited Systems: Drayage carriers and brokers often face a dilemma: either wrestle with legacy TMS platforms that hinder integration and lack modern AI, or try to force-fit traditional TMS solutions missing crucial drayage-specific features like appointment management. Missing the Mark on Drayage Needs: Existing TMS options frequently fail to address the unique complexities of drayage, lacking the specialized fields and functionalities required for efficient appointment scheduling, container tracking, and overall drayage operation PortPro customers enjoy the following advantages: DrayOS: A Purpose-Built Operating System for Drayage: PortPro's flagship product, DrayOS, is a cloud-based TMS (Transportation Management System) built specifically for drayage operations. It streamlines everything from dispatching and invoicing to document management and container tracking, offering users a centralized platform that eliminates manual workflows and siloed systems. Automated Workflows and Real-Time Visibility: With features like EDI/API integrations, automated billing, and GPS-based container tracking, PortPro empowers carriers and brokerages with real-time operational visibility and faster decision-making. This reduces delays, improves on-time performance, and boosts overall efficiency — critical in an industry where time is money. Compliance and Scalability at the Core: PortPro's technology is designed to adapt to regulatory complexities like AB5 and environmental compliance laws. It helps companies stay ahead of legal changes while scaling their operations without needing to invest heavily in back-office expansion. This makes it especially valuable for mid-sized drayage companies aiming to grow. Specialized AI Agents & Optimizers: PortPro launches AI-powered tools integrated directly into their TMS, offering targeted automation for specific drayage workflows like spreadsheet updates and empty container returns, accessible via an AI Marketplace and customizable chat interface. Key AI Features for Efficiency: The initial rollout includes "AI Chat" for real-time data queries, "Spreadsheet AI Agents" for automatic data synchronization with Excel and Google Sheets, and "Empty Return Agents" to automate the often cumbersome process of managing empty container returns. Addressing Drayage's Manual Inefficiencies: These AI innovations directly tackle the significant administrative burdens in drayage, which can account for up to 20% of operating costs, freeing up operations teams to focus on more strategic and customer-centric activities. Learn More About Tech-Driven Drayage: A PortPro Perspective Corey Abbott | Linkedin PortPro | Linkedin PortPro PortPro's Informative Blogs Case Studies Latest news about PortPro PortPro's Complementary Carrier Guide to Growth State of Drayage Industry Report The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube  

Cigar Coop Prime Time Show
PCA 2025: Global Premium Cigars (1502)

Cigar Coop Prime Time Show

Play Episode Listen Later Apr 30, 2025 5:02


There were quite a few changes at the Global Premium Cigars booth at the 2025 Premium Cigar Association (PCA) Trade Show. For starters, CEO Enrique Sanchez was joined by his new Chief Growth Officer, Jaime Florez-Estrada, a veteran of the cigar industry. On the cigar front, the 1502 brand is going through a substantial repackaging. Finally, there was a new blend - a Connecticut Shade offering under the Cachitos brand. Full PCA Report: https://wp.me/p6h1n1-whn  

Cigar Coop Prime Time Show
PCA 2025: Global Premium Cigars (1502) (Audio)

Cigar Coop Prime Time Show

Play Episode Listen Later Apr 30, 2025 5:02


There were quite a few changes at the Global Premium Cigars booth at the 2025 Premium Cigar Association (PCA) Trade Show. For starters, CEO Enrique Sanchez was joined by his new Chief Growth Officer, Jaime Florez-Estrada, a veteran of the cigar industry. On the cigar front, the 1502 brand is going through a substantial repackaging. Finally, there was a new blend - a Connecticut Shade offering under the Cachitos brand. Full PCA Report: https://wp.me/p6h1n1-whn

Up Arrow Podcast
Growth Myths: Data-Driven Truths & Fallacies in Modern Marketing With Christian Limon & Eric Seufert

Up Arrow Podcast

Play Episode Listen Later Apr 29, 2025 70:07


Christian Limon is the former Chief Growth Officer at Wish, which was the top spending advertiser on Google and Facebook. He was also the Chief Growth Officer at Tubi and Gemini. Throughout his career, Christian has achieved five exits and $28 billion in IPO and M&A proceeds. He has launched 20 apps and led 33 more apps on growth and monetization. Eric Seufert is the General Partner at Heracles Capital, a pre-seed venture capital fund focused on the mobile technology ecosystem. After beginning his career at Skype, he held a marketing leadership role at Rovio, where he launched Angry Birds 2. Eric also founded Agamemnon, a mobile marketing analytics startup acquired in 2017. He is the author of Freemium Economics and manages Mobile Dev Memo, a blog on mobile advertising and monetization. In this episode… Today's marketers face a challenging paradox: the more data they have, the harder it is to identify what's valuable. Between conflicting attribution reports, algorithm-driven campaign shifts, and pressure to scale fast, many teams optimize for metrics that don't move the needle. How can growth leaders cut through the noise to build scalable and realistic strategies? Seasoned mobile growth strategist Christian Limon emphasizes the need for broad, strategic creative testing that breaks out of traditional methods like UGC. He recommends marketers tap into unconventional sources and avoid over-controlling creative input. Leading economic and digital marketing strategist Eric Seufert urges brands to prioritize commercial outcomes like profit and ROAS rather than exclusive platform metrics. Marketers can also use AI to enhance workflows and generate ideas for optimizing LTV.  Join William Harris in today's episode of the Up Arrow Podcast as he chats with Christian Limon, growth strategist, and Eric Seufert, General Partner at Heracles Capital, about optimizing growth marketing. Together, they discuss how to identify meaningful marketing metrics, how to build systematic, creative-first campaigns, and the dangers of over-diversifying channels.

Explore the Circular Economy
How storytelling drives the circular economy transformation inside and out

Explore the Circular Economy

Play Episode Listen Later Apr 29, 2025 20:52


The idea that stories are powerful is an uncontroversial idea. But what does it really mean to harness story to shift mindsets and inspire positive action towards a circular economy inside and outside of an organisation? In this episode, hear from Poppy Mason-Watts, Chief Growth Officer at WaterBear and Alex Cramwinckel, Global Circularity Strategy Lead at Heineken to find out:Why storytelling is such an important part of the circular champion's toolkitWhat brands can do to bring this to life in a circular economyHow this extends to supporting the internal transformation of organisations to make them circular readyTo receive more information about Campus, send an inquiry email to campus@emf.org.

Becker Group C-Suite Reports Business of Private Equity
Innovation, Health Equity, and the Future of Healthcare with Jason Taylor of Panda Health 4-28-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Apr 28, 2025 17:15


In this episode, Jason Taylor, Chief Growth Officer at Panda Health joins Scott Becker to discuss the widening gap in healthcare innovation between large and smaller health systems, the impact of policy uncertainty, and why investing in relationships is critical for emerging healthcare leaders.

Early Retirement
Why More People Are Retiring Early Today Than Ever Before

Early Retirement

Play Episode Listen Later Apr 28, 2025 14:59 Transcription Available


More Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning.• COVID-19 accelerated early retirements with 2.6 million more people retiring during the pandemic than expected• Average retirement age dropped from 64 in 2019 to 62 in 2022, one of the sharpest declines in decades• The FIRE movement (Financial Independence, Retire Early) has grown by 300% in searches between 2018-2023• Strong market performance created record numbers of 401(k) millionaires• Remote work flexibility enables 40% of workers to retire 2-5 years earlier than previously planned• 68% of Americans have reprioritized work-life balance with 47% willing to accept lower income for more freedom• Health concerns prompted 25% of early retirees to leave the workforce sooner than expectedAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Viewer or listener comments shared publicly are unsolicited and do not reflect the views or experience of Root Financial. We do not verify or endorse any statements made in public forums. Root Financial does not provide tax or legal advice. Tax planning topics discussed are considered in the context of broader financial planning and should not be relied upon as a substitute for professional tax or legal counsel. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. To learn more about Root or to explore working together, please visit www.rootfinancialpartners.com. If you want help with your early retirement, reach out to Root Financial Partners or consider the Early Retirement Academy to access planning tools and resources.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Becker’s Healthcare Podcast
Innovation, Health Equity, and the Future of Healthcare with Jason Taylor of Panda Health

Becker’s Healthcare Podcast

Play Episode Listen Later Apr 28, 2025 16:20


In this episode, Jason Taylor, Chief Growth Officer at Panda Health joins Scott Becker to discuss the widening gap in healthcare innovation between large and smaller health systems, the impact of policy uncertainty, and why investing in relationships is critical for emerging healthcare leaders.

Fitness + Technology
Successfully Augmenting Fitness Facility Products & Services With Garrett Marshall

Fitness + Technology

Play Episode Listen Later Apr 28, 2025 35:50


In this episode of the Fitness + Technology Podcast, host Bryan O'Rourke welcomes back Garrett Marshall, a distinguished leader with over 22 years of experience driving growth in the wellness industry. Garrett's expertise spans strategy and innovation, executive leadership, business development, strategic partnerships, and technological product development. He has notably served as CEO of Fitness On Demand and President of Xponential Fitness. Today, he is the Founder and Chief Growth Officer of Wellbuilt Ventures, helping clients scale revenue through data-driven strategies, and serves as an advisor to Vi, assisting leading health organizations in maximizing member health outcomes and financial returns. In this conversation, Garrett shares insights from his career, discusses his latest business ventures, and offers his perspective on emerging trends shaping the future of fitness and wellness. One Powerful Quote: 30:01: “If you want to continue to be able to deliver as a best in class provider of fitness, you need to be able to at least have exposure to these other things that are hyper relevant to their overall health.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 3:48: Bryan and Garrett talk about discerning great ideas and execution with technology.  12:41: Bryan and Garrett discuss how to successfully augment business product with a service. 25:24: Bryan asks Garrett about the most appealing wellness categories. 31:56: Garrett shares his pearls of wisdom to the listeners. Bullet List of Resources: https://www.wellbuilt.ventures/ https://www.vi.co http://www.TheCompoundHQ.com https://www.xponential.com/ Guest Contact Information: https://www.linkedin.com/in/garrettmarshall/ https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

The Landlord Diaries
The Ultimate Monthly Rental Lease Guide

The Landlord Diaries

Play Episode Listen Later Apr 28, 2025 39:42


Did you know only 50% of tenants signed a lease for their last mid-term rental stay? That stat shocked us too. In this episode, we're diving into why every landlord offering monthly furnished rentals needs a rock-solid lease agreement—and exactly how to build one that protects you and your property without overcomplicating things.We're joined by Deborah Holstein, Chief Growth Officer at Rocket Lawyer, to break down the essentials of a great lease for mid-term rentals. Whether you're brand new to monthly rentals or you've hosted dozens of traveling nurses and corporate guests, this episode is your roadmap to creating clear, legally sound, and easy-to-manage lease agreements.Through Furnished Finder's powerful partnership with Rocket Lawyer, landlords have access to state-specific, attorney-approved leases that are tailored to the unique needs of the MTR (Mid-Term Rental) space. We talk through the 8 things every MTR lease needs, real-world landlord data, and tips to avoid common mistakes that can cost you time, money, or your property's reputation.What You'll Learn in This Episode:- Why a lease matters more than you think for monthly stays- The 8 essential elements every MTR lease should include- Furnished Finder data: average deposits, pet fees, cleaning fees & more- How to handle early lease termination (ELT), utilities, shared spaces, pets &  damage waivers- Why generic leases from friends or Google just won't cut it- How to get started today using KeyCheck & Rocket Lawyer toolsThis episode is packed with actionable insights to help you operate like a pro.

Becker Group Business Strategy 15 Minute Podcast
Innovation, Health Equity, and the Future of Healthcare with Jason Taylor of Panda Health 4-28-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Apr 28, 2025 17:15


In this episode, Jason Taylor, Chief Growth Officer at Panda Health joins Scott Becker to discuss the widening gap in healthcare innovation between large and smaller health systems, the impact of policy uncertainty, and why investing in relationships is critical for emerging healthcare leaders.

Show Your Business Who's Boss
Ep 243: Gary Montalvo: Oprah's Not Coming. Take the Damn Lead.

Show Your Business Who's Boss

Play Episode Listen Later Apr 24, 2025 38:59


What if the only thing standing between you and the business you actually want is you?In this firecracker of an episode, I sit down with leadership coach and mindset magician Gary Montalvo, who serves up truth bombs about personal responsibility, entrepreneurial avoidance, and why waiting for Oprah (or referrals) is not a strategy.This episode is a loving kick in the pants for every creative, coach, or small biz owner who's stuck in "busy" but not making real moves. Gary's blend of heart, humor, and no-BS wisdom will leave you thinking way differently about your business and yourself.About Gary Montalvo:For almost two decades, Gary Montalvo has been a powerhouse behind business strategies and leadership programs for numerous entrepreneurs, startups and corporations. Most recently he worked with LimeLife by Alcone as the Chief Growth Officer, where he worked on the sales and recruitment strategies for the company globally.He has delivered hundreds of speeches, workshops, and trainings to audiences internationally and is also the host of The Ownership Game Podcast. He brings a contagious authentic energy to his audiences that's not just feel good, but practical and implementable. Tune into this episode to hear:Why ownership is the real secret to momentumHow to stop pretending you're “confused” and start making movesThe sneaky ways entrepreneurs avoid what really mattersWhy your monkey brain is sabotaging you—and what to do about itHow to follow up, show up, and sell without being creepyLearn more about Gary Montalvo:WebsiteInstagram: @garymontalvoYouTube: @GaryMontalvoCoachingThe Ownership Game PodcastResources:No BS Agencies MasteryThe Price to Freedom Calculator™No BS LaunchpadNo BS Agency Owners Free Facebook GroupStart reading the first chapter of my bookPiasilva.com

Best of 670 The Score
Score Values: Wings & Candycopia

Best of 670 The Score

Play Episode Listen Later Apr 23, 2025 25:03


On this week's Score Values, Alex is joined by Tracey Mayer of Wings who discussed the organizations upcoming fashion show to promote empowerment for Domestic Violence victors. Also Alycia Mason, Chief Growth Officer at Candycopia, talks about a way to support New Moms and women owned cand entrepreneurs.

The Model FA
Unlocking Growth Strategies for Financial Advisors featuring Craig Butler

The Model FA

Play Episode Listen Later Apr 22, 2025 50:17


Check it out! Host David DeCelle interviews Craig Butler, Chief Growth Officer at True Independence, about business development and sales strategies. True Independence, which recently merged with Sanctuary Wealth, manages $45 billion in assets with 120 advisors. Craig emphasizes the importance of differentiating in a crowded market, offering comprehensive business services including compliance, marketing, and technology support. He highlights the need for advisors to transition from practices to businesses, suggesting tools like EOS and business valuations to assess and improve operations. Craig also recommends Donald Miller's "Building a StoryBrand" for effective client engagement.   Connect with Craig:   Website: https://www.tru-ind.com/ LinkedIn: https://www.linkedin.com/company/tru-independence/   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

The Podcast On Podcasting
How To Simplify Your Podcast Workflow - Slobodan Manić [511]

The Podcast On Podcasting

Play Episode Listen Later Apr 21, 2025 39:36


Ready to save hours on podcast production without losing your personal touch? Slobodan (Sani) Manić shares how to streamline your workflow with AI and automation while keeping your content authentic. Learn how to reduce stress, boost growth, and stay consistent behind the mic.   WHAT TO LISTEN FOR A crucial first step in podcasting The power of templating episode outlines  Ways to automate outreach, scheduling, and follow-up emails How to use ChatGPT effectively  Why assumptions limit your show's potential   RESOURCES/LINKS MENTIONED Podpacer Make ChatGPT Claude   ABOUT SLOBODAN MANIĆ ​Slobodan “Sani” Manić is a seasoned digital optimization specialist with over a decade of experience in web performance, technical SEO, and conversion rate optimization (CRO). He is the host of the No Hacks Podcast, where he engages with industry experts to explore effective digital strategies without relying on shortcuts. ​   Sani is the co-founder of Web Performance Tools, Inc., the company behind products like Podpacer and Coheseo. He also serves as the fractional Chief Growth Officer at FOSH.  His previous roles include positions at Instacart, Maksimer AS, and Alpha Brand Media (Search Engine Journal)   CONNECT WITH SLOBODAN Website: Slobodan "Sani" Manić Podcast: No Hacks | Apple Podcasts and Spotify Instagram: @slobodanmanic LinkedIn: Slobodan Manić   CONNECT WITH US If you are interested in getting on our show, email us at team@growyourshow.com. Thinking about creating and growing your own podcast but not sure where to start? Click here and Schedule a call with Adam A. Adams! Subscribe so you don't miss out on great content and if you love the show, leave an honest rating and review here!  

Early Retirement
4 Tax Strategies To Consider This Year

Early Retirement

Play Episode Listen Later Apr 21, 2025 16:28 Transcription Available


Tax strategy is the most overlooked aspect of financial planning, yet it could save you thousands over your lifetime by minimizing your total tax burden rather than just focusing on this year's bill.• Roth conversions let you pay taxes at potentially lower rates now to avoid higher taxes later in life• Asset location matters – keep growth investments in Roth accounts and more conservative assets in brokerage accounts• Health insurance premium planning can drastically reduce your healthcare costs through ACA subsidies• Capital gains harvesting allows married couples to realize up to $96,700 in gains tax-free each year• The standard deduction adds another $30,000 of tax-free money, meaning you could potentially generate $126,700 with zero tax liabilityIf this was helpful, please reach out at ari@rootfinancialpartners.com. If you'd like a custom strategy, you can apply to work with Root Financial Partners. For those 5-10 years from retirement, check out the Early Retirement Academy for software, courses and tools to help you prepare.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

In the Suite
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify

In the Suite

Play Episode Listen Later Apr 20, 2025 44:37 Transcription Available


Send us a textToday, I'm thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify's unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.Since joining Amplify, Vickie has been instrumental in driving the firm's strategic direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify's value proposition to life across the industry. She's a dynamic leader whose impact can be seen in every corner of the organization—from product development to market expansion.Before Amplify, Vickie served as Senior Vice President and Chief Success Officer at AssetMark, where she played a critical role in the company's meteoric rise from a $1 billion TAMP to a $100+ billion industry giant. With more than 30 years of experience spanning financial services, fintech, and asset management, Vickie brings a unique blend of insight, innovation, and execution to everything she does​.But that's just the beginning.In today's episode, we explore Vickie's journey from her early days in the industry to her current role helping firms future-proof their businesses through smart, scalable technology. We talk about the forces shaping the future of wealthtech, what advisors can do to stay competitive, and how to navigate growth during times of rapid change and consolidation. Vickie also shares powerful reflections on leadership, mentorship, and what it really takes to succeed in today's evolving financial landscape—especially as a woman in the C-suite.Get ready for a thoughtful, empowering, and forward-looking conversation with one of fintech's most respected voices—right here, In The Suite.

Early Retirement
Root Talks: How Does The Advisory Team Structure Work at Root?

Early Retirement

Play Episode Listen Later Apr 17, 2025 23:50 Transcription Available


What actually happens when you work with a financial advisor? At Root Financial, we've built a carefully structured team model to ensure every client gets consistent, exceptional service regardless of which advisor they're paired with.Unlike products (think identical Honda Civics or iPhones at any retailer), financial advice is inherently personal and can vary dramatically between advisors. We've solved this challenge by creating a four-person service team for every client: a Client Service Associate handling operations, an Associate Financial Advisor supporting and learning, a Lead Financial Advisor delivering personalized recommendations, and a Senior Financial Advisor providing advanced expertise while coaching the team.This structure isn't just organizational—it's the foundation of our entire client experience. When Associate Advisors take detailed notes, for example, it allows Lead Advisors to be fully present in conversations rather than documenting. As one team member put it: "Taking notes allows me to be fully present in that conversation."Rather than simply hiring "free agent" advisors with varying approaches, we've developed our own farm system. We carefully select talented professionals with the right character and potential, then develop them through our comprehensive training programs. Each advisor progresses through clearly defined levels with specific requirements—time in role, licensing, CFP designation, and successful completion of Root's investment and planning curricula.The goal? Creating advisors who've "learned the rules like a pro so they can break them like an artist." This Picasso-inspired philosophy means our team masters the fundamentals, then adapts them creatively to help clients optimize not just for wealth, but for a life well-lived.This behind-the-scenes structure might seem technical, but it's precisely what allows us to deliver consistent excellence. When you work with Root, you're not just getting one advisor—you're getting an entire team crafted to ensure your experience reflects our core belief: money should be a tool for getting the most out of life.Want to discover if our approach aligns with your needs? Visit rootfinancial.com and click "see if we're a fit" to start the conversation.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

SunCast
806: Inside MIT's Solutions Factory: Scaling Climate Tech 2.0 | Ben Downing, The Engine

SunCast

Play Episode Listen Later Apr 17, 2025 21:44


What's blocking our climate tech breakthroughs?It's not the tech. It's the process.Ben Downing has seen the system from both sides—first as a Massachusetts state senator, then as VP at Nexamp scaling solar across the country. Now, as Chief Growth Officer at The Engine, MIT's accelerator for “tough tech,” he's helping commercialize game-changing innovations that can decarbonize the toughest sectors—steel, cement, transmission, and beyond.But it's not just about the science. It's about fixing the systems—permitting, infrastructure, policy—that stall progress. In this episode, Ben shares why real-world deployment is the biggest hurdle… and how The Engine is building what he calls a “Solutions Factory” to overcome it.Expect to learn: ⚡ Why product-market fit is the #1 blind spot for climate tech founders⚡ How startups like Sublime and Commonwealth Fusion are scaling real impact⚡ Why Massachusetts might be the best place to pilot manufacturing⚡ How to rebuild broken processes that stall startup successBen's optimism is infectious—and it's backed by hard-won insight from the frontlines of policy and innovation. If you've ever wondered why brilliant climate ideas stall out and how to course-correct, press play and take notes.If you want to connect with today's guest, you'll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Boomer & Warrener in the Morning
Diana Matheson on the Northern Super League!

Boomer & Warrener in the Morning

Play Episode Listen Later Apr 16, 2025 39:51


Hour 1 of Big Show + with Patrick Dumas is on demand! To kick off the show Patrick and GVP dive into the Flames being eliminated from post season contention last night, and how the result of this season could affect the team going into next year.(17:06) Later on, Patrick is joined by Canadian Soccer legend, and Chief Growth Officer of the Northern Super League, Diana Matheson! Diana tells us about the new domestic women's soccer league, its importance, some familiar faces involved with the league, some goals for the new league and much more!The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Media Inc. or any affiliate.

The Cybersecurity Defenders Podcast
#208 - Cybersecurity in space with Blake Hershey and Gabe Garrett from MORI Associates

The Cybersecurity Defenders Podcast

Play Episode Listen Later Apr 15, 2025 28:28


On today's episode of The Cybersecurity Defenders Podcast we are going to be speaking with a couple of team members from MORI Associates, a leading firm with over 25 years of experience in delivering comprehensive solutions across technology, communication, and space mission support. Specializing in scalable, high-impact technologies, the company addresses current challenges while anticipating future needs, contributing to a more connected, efficient, and secure future. MORI Associates has played pivotal roles in supporting missions to Earth orbit, the moon, and beyond, contributing to groundbreaking projects that advance both terrestrial applications and interstellar explorations.Our first guest is Gabe Garrett, Senior Vice President of Space and Defense at MORI Associates. With nearly two decades of experience in the aerospace and defense industries, Gabe leads strategy, growth, and operations across key civil and defense accounts. Before joining MORI Associates, he served as Account Vice President at SAIC, overseeing the Human Space Exploration and Operations Solutions division. Gabe's extensive background includes leadership roles at Engility Corporation and engineering experience with spacecraft, launch vehicles, and mission systems at ARES Corporation.Our other guest is Blake Hershey, Chief Growth Officer at MORI Associates. Blake is a visionary entrepreneur known for his passion for creating products that enhance lives and drive positive behavioral changes.With a track record of transforming concepts into successful multi-million-dollar ventures, he brings extensive expertise in business development, including finance, operations, marketing, product innovation, and strategic planning. His leadership has been instrumental in driving significant revenue growth at MORI Associates over the past several years. Blake has also been recognized by Forbes' Next 1000 for his entrepreneurial achievements.

Early Retirement
Why It's Natural To Be Worried To Retire (And What To Do About It)

Early Retirement

Play Episode Listen Later Apr 14, 2025 15:59 Transcription Available


Retirement anxiety is normal and healthy, even for people with solid financial plans—it shows you're taking your future seriously and want to make thoughtful decisions about your life transition.• Understanding why retirement worry is natural despite having financial security• How joining a retirement community can provide perspective and reduce anxiety• Balancing financial needs with personal purpose and meaningful activities• Learning to differentiate between necessary caution and excessive worry • Finding comfort in flexibility and dynamic planning during market changes• Recognizing that uncertainty is normal in major life transitions• Defining your personal measures of retirement success rather than comparing to others• Taking action by exploring new ideas from peers rather than just passively consuming contentJoin our free retirement planning community to connect with others navigating the same challenges and discover new strategies to improve your retirement confidence.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. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

The CyberWire
Former cybersecurity officials lose clearances.

The CyberWire

Play Episode Listen Later Apr 10, 2025 32:31


Trump targets former cybersecurity officials. Senator blocks CISA nominee over telecom security concerns. The acting head of NSA and Cyber Command makes his public debut. Escalation of Cyber Tensions in U.S.-China Trade Relations. Researchers evaluate the effectiveness of Large Language Models (LLMs) in automating Cyber Threat Intelligence. Hackers at Black Hat Asia pown a Nissan Leaf. A smart hub vulnerability exposes WiFi credentials. A new report reveals routers' riskiness. Operation Endgames nabs SmokeLoader botnet users. Our guest is Anushika Babu, Chief Growth Officer at AppSecEngineer, joins us to discuss the creative ways people are using AI. The folks behind the Flipper Zero get busy. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Our guest is Anushika Babu, Chief Growth Officer at AppSecEngineer, joins us to discuss the creative ways people are using AI. Selected Reading Trump Signs Memorandum Revoking Security Clearance of Former CISA Director Chris Krebs (Zero Day) Senator puts hold on Trump's nominee for CISA director, citing telco security 'cover up' (TechCrunch) Infosec experts fear China could retaliate against tariffs with a Typhoon attack (The Register) New US Cyber Command, NSA chief glides in first public appearance (The Record) LARGE LANGUAGE MODELS ARE UNRELIABLE FOR CYBER THREAT INTELLIGENCE (ARXIG) Nissan Leaf Hacked for Remote Spying, Physical Takeover (SecurityWeek) TP-Link IoT Smart Hub Vulnerability Exposes Wi-Fi Credentials (Cyber Security News) Study Identifies 20 Most Vulnerable Connected Devices of 2025 (SecurityWeek) Authorities Seized Smokeloader Malware Operators & Seized Servers (Cyber Security News) Flipper Zero maker unveils ‘Busy Bar,' a new ADHD productivity tool (Bleeping Computer) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Early Retirement
Healthcare Analysis: How We Save Our Clients Thousands Before Medicare Begins

Early Retirement

Play Episode Listen Later Apr 7, 2025 19:30 Transcription Available


Healthcare costs shouldn't stop you from retiring early, especially when strategic planning can reduce those expenses from $1,000+ to as little as $50 per month. We explore how proper account structure and withdrawal strategies can save you tens of thousands in healthcare premiums during the critical pre-Medicare years.• "Superhero accounts" (brokerage/taxable accounts) offer tremendous flexibility for controlling taxable income• Capital gains from brokerage accounts are taxed more favorably than IRA withdrawals • Strategic income planning can qualify you for ACA subsidies, potentially saving $70,000+ over five years• Tax gain harvesting at 0% capital gains rate provides additional opportunities• Balance healthcare optimization with other goals like Roth conversions• Most valuable for those within 5 years of retirement Submit your questions at earlyretirementpodcast.com. I respond to everyone, and if your question would benefit many, I'll make an episode about it.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.

Early Retirement
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough

Early Retirement

Play Episode Listen Later Apr 3, 2025 21:10 Transcription Available


You've run the numbers. You have enough saved. Your spreadsheet says you can retire comfortably. So why can't you pull the trigger and leave your high-stress, high-paying job behind?This struggle represents one of retirement planning's most challenging psychological hurdles. After spending decades accumulating wealth and building a career identity, many successful professionals find themselves paralyzed when the time comes to actually step away—even when financially prepared to do so.Our conversation explores this common predicament through the lens of a Root Collective member who knows they're financially ready but can't seem to make the leap. We dive into how our brains process major life transitions, why we tend to see future versions of ourselves as different people, and how this affects our decision-making. Just as starting preschool, college, or a new job feels intimidating, retirement represents a significant unknown that naturally triggers hesitation.The discussion moves beyond simple financial calculations to examine what we're really sacrificing by postponing retirement. While the opportunity cost of leaving unvested compensation on the table is obvious, the opportunity cost of continuing in a high-stress position—measured in health, time, relationships, and experiences—remains harder to quantify but potentially more valuable. We share perspectives from community members who've successfully made this transition, including practical advice on how to structure your finances and mindset for a fulfilling post-career life.Connect with our Root Collective community to learn from others navigating similar transitions and discover resources to help make your own retirement decision with confidence. What would your 85-year-old self advise you to do today?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.