Podcasts about chief growth officer

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

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

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

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

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

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

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

Bienvenue dans ce nouvel épisode de Private Equity VOX !Aujourd'hui, nous recevons Carole Barkatz, Directrice Générale de Maddyness, le média référence de l'entrepreneuriat, de la tech et de l'impact en France. C'est sa première prise de parole publique depuis son arrivée en octobre 2024.Carole a construit une expertise unique de plus de 15 ans dans le digital et les médias, avec un fil rouge constant : l'économie de l'attention. Diplômée de l'Université Paris Dauphine (Master New Technologies & Marketing), son parcours l'a menée de Condé Nast à AuFeminin, puis à la direction du marketing digital chez HSBC pendant six ans. Plus récemment, elle a été Chief Growth Officer chez Hipto où elle a managé plus de 60 personnes spécialisées dans la lead generation.En quelques mois à la tête de Maddyness, Carole a lancé une transformation ambitieuse : création de Maddyness IA en février 2025, organisation de la première MKIA à la Salle Gaveau en avril, et signature d'un partenariat stratégique avec Perplexity en juin - faisant de Maddyness le premier média français à s'engager avec un acteur de nouvelle génération.Dans cet épisode, Carole nous explique :→ Comment elle a appris à décrypter l'économie de l'attention depuis l'époque des forums digitaux jusqu'aux LLM d'aujourd'hui→ La transformation digitale de HSBC : digitaliser une banque de détail dans un environnement ultra-régulé→ Son diagnostic à l'arrivée chez Maddyness : une marque forte, une audience fidèle (33% des lecteurs viennent tous les jours), mais un secteur média en pleine mutation→ Pourquoi lancer Maddyness IA immédiatement : "L'IA est déjà là. On n'a pas grand-chose à perdre"→ MKIA : créer un forum business pour donner des clés d'action concrètes sur l'IA→ Le partenariat avec Perplexity : un pari volontaire et risqué qui fait aujourd'hui de Perplexity le 2ème levier de trafic du média→ Le concept de B2A (Business to Agent) : comment les médias doivent apprendre à parler à la machine pour mieux parler à l'homme→ Les LLM qui redonnent la primeur aux médias grâce à la fraîcheur et la pertinence des contenus→ Sa vision 2025 : Maddyness comme plateforme qui combine média digital, événementiel et écosystèmeCarole défend une conviction forte : un média n'est pas seulement là pour informer, mais pour orienter, clarifier et connecter un écosystème entier. Dans un monde où l'attention devient l'actif le plus rare, la transformation ne peut plus être subie - elle doit être volontaire, méthodique et collective.Un épisode essentiel pour comprendre comment les médias peuvent non seulement survivre à l'ère de l'IA, mais prospérer en embrassant la transformation avec méthode et vision. Carole nous rappelle aussi que "la méthode permet la créativité" - du test and learn chez Nextedia aux expérimentations IA chez Maddyness, c'est cette rigueur pragmatique qui permet d'innover.Avec 1 million de lecteurs mensuels et une communauté extrêmement engagée (entrepreneurs, investisseurs, décideurs corporate), Maddyness s'impose comme un acteur incontournable de l'écosystème innovation français. Et sous l'impulsion de Carole, le média ne se contente plus d'observer les transformations - il les vit et les anticipe.Bonne écoute !Retrouvez tous nos épisodes sur : https://www.pe3.io/fr/private-equity-vox/Suivez-nous sur LinkedIn : PE CubeContact : arnauld.comparot@pe3.ioHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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

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

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

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

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

We're all using ChatGPT, Gemini, Claude… but let's be honest — most of what's coming out of these tools is rubbish. Generic, unfunny, over-formal slurry. M-dashes everywhere. Worse still, it's killing brands and cluttering our inboxes with AI-written drivel that nobody reads. So what if you could build an agent that works like a team member? One that understands your tone, writes like you, and plugs straight into your content engine? That's exactly what Reed Hansen helps us uncover in this episode. Reed's a Chief Growth Officer and strategic marketing brain who's helped everyone from Oracle to fast-growing startups. He breaks down exactly how to build and train an AI agent that's not only useful — but actually saves you time, scales your voice, and makes you look smarter. We talk about how most people are doing this all wrong, the real value of AI agents, and how to avoid turning your brand into a slurry cannon. This episode is crammed with practical advice you can use right now — especially if you're trying to do more with less and keep your content engine running without sounding like a robot. How to build your own AI marketing agent (the right way) ✅ Define the agent's role and constraints: Who's it for? What outcome do you want? Be specific about tone, topics to avoid, and the format of the content. ✅ Train it like a new hire: Don't just say “write like me” — give it FAQs, onboarding docs, examples, brand voice guidelines, and preferred content structures. ✅ Attach high-trust sources: Feed it with your own high-quality material — case studies, blog posts, sales copy, anything good. Don't let it guess. ✅ Connect it to your workflow: Use tools like Zapier or Make to push content into Buffer or your CRM. If you're stuck copy-pasting, you're not there yet. ✅ Supplement with your face: AI can't be you. Mix in your voice, your face, your real thoughts. That's what builds trust and gets remembered. Timeline summary [01:54] – Why most teams fail: it's not the reps, it's the ICP or the manager [02:44] – Agentic AI is “the dog's proverbial” — why it's the next step beyond ChatGPT [04:53] – Treat it like an employee: how to shape responses with consistent training [07:44] – The M-dash and the curse of legalese: where bad AI writing comes from [08:44] – What people get wrong: not enough instruction, too much freedom [10:24] – Chat is not enough: agents need to push/pull data to be truly valuable [11:08] – Three-step framework: plan, build the engine, and connect it [14:21] – Structuring your prompts: listicles, tables, tone, formats — get specific [15:31] – Plug into your planner: automate workflows to get daily content out [20:13] – The AI echo chamber: why we're amplifying internet sewage [24:46] – Use AI for hygiene content, but mix in real human posts too [26:02] – “Put your face on the content” — realness beats slurry every time [28:21] – Final advice: your face + your voice = your brand's secret weapon Links & resources The Practical Leadership Academy – Free Parallel Team Playbook Buffer – Social media scheduling tool Zapier – Automation between apps Make – Visual automation builder If you found this episode valuable, please do me a favour — rate, follow and review the podcast. It really helps us get the word out to more sales leaders who need to hear it. And don't forget to share it with someone who's still letting AI write like a UN lawyer with a thesaurus.

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

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

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

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

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

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

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

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

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

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

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

Behind every well-known tech company is a leader navigating pressure, uncertainty, and constant change. That's what makes this conversation with Wade Foster — Co-Founder and CEO of Zapier — stand out.Wade doesn't show up with clichés or polished CEO lines. He talks about the decisions that actually shape a $5B company: how he manages his time, how he thinks about hiring and org structure, what AI really means for Zapier, and why leadership gets harder — not easier — as the company scales.This is one of those episodes you watch if you care about real leadership, decision-making under pressure, and what it takes to build a product people depend on every day. It's grounded, tactical, and surprisingly honest.

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

Chris O'Neill is a veteran tech leader and operator with 25+ years of experience leading products, scaling businesses, and turning around companies. He spent nearly a decade at Google, including senior leadership roles at Google X and as head of Google Canada. He went on to serve as CEO and Chairman of Evernote, where he helped stabilize the company and refocus its mission. More recently, he served as Chief Growth Officer at Xero, and now leads as CEO of GrowthLoop, a cutting-edge AI and data-driven customer growth platform. He also sits on the boards of several major companies (including Gap Inc.), advises high-growth startups, and invests in promising tech ventures.

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

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

In this special episode of On the Road, Nexl Chief Growth Officer Ben Chiriboga explains why the future of legal practice hinges on what AI can't replicate: strong client relationships. He introduces the concept of “relationship intelligence” and shows how lawyers can use simple data points—from communication patterns to internal connections—to focus their limited time on building deeper, more strategic client relationships. Learn how a data-informed approach to business development can help lawyers move from service providers to true trusted advisors. Ben Chiriboga is the Chief Growth Officer at Nexl and a former practicing attorney. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

About the Guest(s):Maddy Roche - Maddy handles all marketing, growth, and prospect engagement for Childfree Trust® - the first nationwide medical and financial POA, executor and trustee representation service for the Childfree population. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.Before joining Childfree Trust®, she was XYPN's first employee and host of XYPN's podcast Behind the Advisor. In her previous roles as Vice President and Executive Business Coach, she helped build and lead the departments that deepen XYPN's membership value.Maddy has seen, heard, and helped thousands of financial planners throughout their entrepreneurial journeys with energy, expertise, and compassion.Episode Summary:In this enlightening episode of Money Roots, host Amy Irvine is joined by Maddy Roche, Chief Growth Officer at Child Free Trust, for an in-depth discussion on a timely financial planning topic: estate planning for child-free individuals. Maddy's expertise comes to the forefront as they explore the common misconceptions surrounding estate planning for those without children, emphasizing the need for a structured plan to safeguard one's legacy. This conversation is critical for the 25% of Americans who lack children, whether by choice or circumstance.The conversation delves into the innovative solutions offered by Child Free Trust, a groundbreaking initiative poised to fill the "fiduciary void" faced by child-free adults. By January, the organization will officially provide nationwide services as medical power of attorney, financial power of attorney, executor, and trustee, uniquely catering to the 15 million Americans over 55 without children. Amy and Maddy discuss the substantial need for such services and how the digital platform will facilitate critical information sharing across all 50 states, ensuring individuals have someone to rely on in times of medical emergencies, cognitive decline, or death. This episode shines a light on the future of estate planning, presenting options for those who previously had limited solutions.Key Takeaways:Child Free Trust offers the first nationwide estate planning service tailored for individuals without children.Estate planning isn't just about preparing for death; it's also about emergency preparedness for medical situations and cognitive decline.The service covers all 50 states, providing comprehensive solutions that include medical and financial power of attorney, executor, and trustee roles.Many child-free individuals face the "fiduciary void," lacking a designated representative to act on their behalf amid emergencies.Maddy emphasizes the importance of removing emotional biases in decision-making, opting for professional, impartial third-party services.Notable Quotes:"A lot of people say, oh, it must be so easy to plan for estate planning purposes when you don't have kids. I'm like, yeah, like, who do you leave your stuff to? It's actually a big problem." – Amy Irvine"There are 25% of Americans that don't have kids either by choice or by circumstance." – Maddy Roche"15 million Americans over 55 don't have children. It's a huge market; it's a huge underserved market in so many ways." – Maddy Roche"We really try to neutralize some of this ahead of time, and working with a planner like you can help." – Maddy Roche"This takes that out and there's continuity, so it doesn't matter if there's any health events, there's that continuity of care that continues." – Amy IrvineResources:Child Free Trust – Offering estate planning services tailored for child-free individuals.

Send us a textIn this episode of The AI Advantage, Matt Brown sits down with Michele (Majka) Salerno, Chief Growth Officer at Celerant Technology, to explore how AI is transforming real-world retail.Michele breaks down how Celerant is helping independent and mid-market retailers compete with big-box giants through practical AI tools that actually save time and drive sales. From an AI-powered “Talk to SQL” agent that lets retailers query their data in seconds, to predictive product recommendations, SEO-trained content suites, and automated review responses, Celerant is redefining what efficiency and personalization look like on the sales floor and online.They also discuss how Google's new AI-driven search is reshaping discoverability, why “context is the new content,” and what the rise of AI means for the future of retail jobs and marketing.Support the show

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

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

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

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

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

In this week's episode of The Publisher Podcast, we're joined by Megha Garibaldi, Chief Growth Officer at The Atlantic. Megha leads the consumer revenue vertical, including consumer marketing, and she helped lead The Atlantic to its milestone of 1 million paid subscribers and reaching profitability in 2024. She spoke to Esther at FIPP Congress about the changes she's seen in audiences' willingness to pay over the years, the differences and similarities of working on membership and subscriber-driven publications, and where she's looking for audience growth in the current challenging landscape. Megha also discussed the differences and similarities of marketing free versus paywalled publications from her work previously at The Guardian, and their respective member and subscriber approaches. Get the write-up of the key points of this interview in your inbox by subscribing to The Publisher Newsletter, over on voices.media

Headlines for November 13Czech Central Bank buys Bitcoin, first central bank everTether's gold empire - $12B+ holdings, hiring HSBC tradersSingapore stablecoin regulations + CBDC trialsHyperliquid flash crash - $63M in POPCAT liquidationsBitfarms Exits Bitcoin Mining for AI Data CentersWe also hear from Luke Hajdukiewicz, Chief Growth Officer, at Blueprint Finance, about stablecoins in the UK.LITTLE BITZThe first-ever spot XRP ETF launched trading in the U.S., marking another milestone for crypto ETF approvals after years of SEC battles with Ripple.Grayscale, the Bitcoin and Ethereum ETF operator, filed for an IPO that would make them the first major crypto asset manager to go public since Coinbase.SharpLink Gaming posts $104M profit from ETH treasury, a 1000%+ increase. They are the first DAT to complete a full quarter dedicated to Ethereum.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostsQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! WE ARE NOT EXPERTS! WE DO NOT GUARANTEE A PARTICULAR OUTCOME. WE HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT. Hosted on Acast. See acast.com/privacy for more information.

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

In this episode of Supply Chain Now, host Scott Luton and special guest co-host Maria Villablanca welcome Dr. Dinesh Davè, Professor & Director of Supply Chain Management at Appalachian State University, and Evan Junker, Chief Growth Officer at SPARQ360, to unpack insights from the 2025 Supply Chain Trends and Attitudes Report. The annual study, conducted by Appalachian State and SPARQ360, surveys hundreds of supply chain managers across the U.S. to reveal where leaders are investing, from AI and visibility platforms to sustainability and risk management.Together, the panel discusses how familiarity and adoption of AI are rising, why the “ambition-action gap” still challenges sustainability progress, and what's driving executives to balance cost efficiency, resilience, and environmental responsibility. They also explore how partnerships, collaboration, and customer-centered priorities are emerging as the new competitive advantage. Packed with practical insights and forward-looking data, this conversation offers a clear snapshot of where supply chain strategy is heading in 2025 and beyond.Jump into the conversation:(00:00) Intro(01:08) Survey overview and key findings(02:47) Fun warmup: favorite food and drink spots(05:52) Appalachian State University supply chain program(07:37) SPARQ360 and its role in the supply chain(13:30) AI in supply chain: priorities and challenges(19:03) Broader technology investments and priorities(24:21) Data transformation and security(24:37) Sustainability initiatives and drivers(26:09) Political and regulatory impacts(26:52) Statistical analysis and findings(27:48) The ambition-action gap(28:38) Technology's role in sustainability(29:01) Tariffs and geopolitical shifts(33:16) Survey surprises and observations(42:00) Future directions and international expansion(43:10) Connecting with the panelResources:Connect with Dr. Dinesh Davè: https://www.linkedin.com/in/dr-dinesh-dave-a85b6713/ Learn more about Appalachian State University: https://www.appstate.edu/academics/majors/id/supply-chain-management Connect with Evan Junker: www.linkedin.com/in/evanjunker Learn more about SPARQ360: https://luna-resume.com/Connect with Maria Villablanca: https://www.linkedin.com/in/mariavillablanca/Explore Maria's website: https://www.mariavillablanca.com/ Learn more about Transform Talks: https://futureinsights.org/transform-talks/ Read the 2025 Supply Chain Trends and Attitudes Report: https://sparq360.com/trendsandattitudes/ Connect with Scott Luton:

“We are always waiting for someone to define the direction, versus saying ‘What am I going to do?' — I've never asked what my work plan is — if there are no user manuals, how would you live your life? Sandeep Seth is Chief Growth Officer and President of Tapestry International—the parent company of Coach, Kate Spade, and Stuart Weitzman. Before Tapestry, Sandeep spent over two decades at Procter & Gamble, where he rose through local, regional, and global marketing leadership roles across India and Singapore—eventually becoming Global CEO of SK-II, P&G's prestige skincare brand. You'll enjoy this candid conversation about the lessons behind Sandeep's remarkable journey—from being placed on a performance plan early in his career to leading some of the world's most iconic luxury and beauty brands. His turning point? Realizing that having a strong point of view—and voicing it—is just as critical as delivering great work. You'll hear about how marketing leaders blend logic and magic, why emotional resonance is the real currency of brand-building, and how true business acumen comes from connecting the dots across an organization rather than chasing every new tool. A graduate of the Indian Institute of Management, Lucknow (MBA) and Jadavpur University, Kolkata (Civil Engineering), Sandeep brings a rare mix of analytical rigor, creative instinct, and humility to his leadership philosophy. If you're thinking about stepping into a bigger role—or simply want to become a more intentional marketing leader—this episode is packed with sharp, grounded insights from someone who's lived it.This episode is hosted by P&G Alum Sudha Ranganathan, who's spent over 19 years in diverse Marketing leadership roles at companies like P&G, PayPal, and LinkedIn where she's honed her passion for customer-centric marketing and talent development.

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

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