Podcasts about Compliance

Ready to fill your med spa with loyal, happy patients? In this episode, Audrey Neff, Chief Marketing Officer of Aviva Aesthetics, breaks down how marketing, sales, and retention work together to attract new patients, convert leads, and keep them coming back. Tune in for actionable marketing strategies to grow your practice, especially if you are asking for a friend.Chapters00:00 Intro00:14 Banter04:30 Guest Intro06:00 Guest background07:29 Tell us about what you do at Aviva Aesthetics. 15:02 What does marketing even mean and how is it different than sales? 19:08 Are Google Ads and other pay per click advertising still a viable strategy? 22:32 What are the common marketing strategies used in aesthetics? 26:12 How is digital marketing affected by artificial intelligence? 27:49 Access+28:24 Legal Takeaways30:23 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In this conversation, Andy Detwiler discusses the complexities of direct mail marketing, emphasizing the importance of compliance and strategy. He shares insights on how to effectively utilize technology in real estate marketing, including customization features that can enhance engagement. The discussion highlights the need for innovation in the industry and the value of personal connections in business development.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

From a massive SIM farm takedown to dealing with supply chain attacks targeting npm, our news roundup provides context and commentary on a fresh crop of security news. We discuss exploits against Cisco firewalls and switches, a SonicWall firmware update to remove a rootkit targeting its SMA 100, and GitHub’s plans to harden npm packages.... Read more »

From a massive SIM farm takedown to dealing with supply chain attacks targeting npm, our news roundup provides context and commentary on a fresh crop of security news. We discuss exploits against Cisco firewalls and switches, a SonicWall firmware update to remove a rootkit targeting its SMA 100, and GitHub’s plans to harden npm packages.... Read more »

As remote work remains the new norm, employers face obstacles in creating compliant multinational workplace policies addressing basic workplace law issues like discrimination, leaves and accommodations, and harassment.   Chapters 00:00 Navigating Global Remote Work Compliance 02:34 Understanding Employment Law Implications 05:39 The Role of Family Medical Leave Act 08:07 Digital Nomad Visas and Their Impact 10:55 Employment Risks and Territoriality Principles 13:40 Contractor Misclassification Risks 16:46 Mitigation Strategies for Employers

On this episode of Gov Tech Today, host Jennifer Saha welcomes Mike Hussey, former state CIO of Utah, who shares his transition from 30 years in state government to a pivotal role in the private sector with Oracle. Mike discusses the intricacies of balancing public service exigencies with private sector dynamism, especially in the context of emerging AI technologies. Listen in as they delve into the unique challenges of AI regulation, the evolving roles of state CIOs, and the cooperative competition among states aiming for technological advancements. Key timestamps include insights into the working dynamics in government (10:12), the transformative impact of AI (25:30), and the nuanced differences in state vs. federal AI regulations (40:47). 00:00 Welcome to Gov Tech Today00:30 Meet Mike Hussey: From State CIO to Private Sector01:19 Navigating Government Transitions03:00 The Role of State CIOs and the Power of Community06:35 Challenges and Innovations in Government Technology09:59 Public vs. Private Sector: A Unique Perspective15:38 The Impact of AI in Government16:43 The Excitement of AI in Government Work17:32 Regulatory Challenges and Opportunities17:57 Efficiency and Compliance in State Governments18:46 Public Service Through Private Sector Work20:03 State-Level Innovations and Success Stories21:02 The Complexity of Large-Scale Implementations25:04 AI Regulation: State vs. Federal Perspectives30:19 The Rapid Evolution of AI Legislation32:06 Conclusion and Future Outlook

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode, Duane Mancini sits downs with Leo Eisner, a seasoned expert in medical device safety and compliance, as he shares his extensive experience and knowledge on the IEC 60601 standards. With a career spanning over 40 years, Leo talks about his beginnings at NASA, his role in the development of medical safety standards, and the intricacies of compliance testing. Discover the complexities of the IEC 60601 updates, the importance of staying informed, and practical advice for medical device manufacturers.Leo Eisner LinkedInEisner Safety Consultants WebsiteImpacts on IEC 60601-1 WebinarDuane Mancini LinkedInProject Medtech WebsiteProject Medtech LinkedIn

Join Tom Fox as he welcomes Pat Poitevin, a compliance veteran with extensive experience in enforcement, consulting, and academia. Pat shares his professional journey, starting with his work at the Royal Canadian Mounted Police (RCMP), and discusses the importance of building strong ethics and compliance cultures in organizations. He emphasizes the role of AI in transforming compliance functions and making risk management more effective. Pat also touches on the future of compliance, talent acquisition, and the impact of technology on business ethics. The conversation provides valuable insights for compliance professionals seeking to enhance their programs and align them with business strategies for long-term growth.  Key Highlights  ·      Current Projects and Focus Areas ·      Building a Strong Ethics and Compliance Culture ·      Leveraging AI in Compliance ·      Compliance Strategies for Geopolitical and Technological Changes ·      Balancing Policies and Human Behavior ·      Future of Compliance and Technology  Resources   Pat Poitevin  

What happens when the worst thing you've ever done becomes the foundation for your life's work?Episode SummaryMy guest on this episode is Tom Hardin, otherwise known as Tipper X.  He's been on the show before, but this time we're tackling a different angle.If you don't already know his story, Tom was a rising star in the hedge fund world in his twenties when he became involved in insider trading. Caught by the FBI, he made the decision to cooperate — ultimately becoming one of the most prolific informants in the largest investigation of its kind in U.S. history. His work with the FBI helped secure dozens of convictions, and while his own case remained under seal for years, he eventually chose to speak publicly about what happened — not to excuse it, but to help others understand how good people can make bad decisions.If you haven't heard Tom's first appearance on the show, where he tells that extraordinary story in full, I highly recommend listening to it here before diving into this episode.Because this time, we're not talking about what he did back then; we're talking about what he's done since. Tom has built a powerful second act, using his experience to educate organisations about ethics, decision-making and behavioural risk. He's now delivered over 600 talks, and what fascinates me is how he's turned that into something both impactful and sustainable.His forthcoming book Wired on Wall Street is due out next year, and he'll be back on the show to talk about that. But for now, I wanted to explore what it means to build a career from a cautionary tale. In this conversation, we explore:How Tom built a speaking business around his past without glamourising itThe frameworks he's developed to help companies recognise ethical pressure pointsHow he navigates scepticism, manages reputation, and avoids turning his story into a performanceThe impact he hopes to have, and how he measures itThis is a conversation about vulnerability, professionalism, and doing good with what you've learned the hard way. Whether you're in compliance, leadership, education, or just curious about how we turn failure into purpose, this one's for you.Guest ProfileTom is a former hedge fund analyst turned FBI informant, now a globally recognised speaker and ethics educator. Known as Tipper X, Tom shares his story to help others understand the behavioural drivers of misconduct and the power of accountability. AI Generated Timestamped Summary00:00 – IntroductionChristian shares the origin of this episode, his relationship with Tom, and the context behind the conversation.06:30 – The label “Tipper X” and living with itTom reflects on how it feels to be known by his code name and why he uses it professionally.09:00 – What it's like to talk about the worst thing you've done, repeatedlyThe emotional and psychological toll of speaking publicly about past wrongdoing.13:00 – Keeping it fresh: updating the story and the messageHow Tom avoids becoming performative and ensures audiences always get something valuable.16:40 – Why it's not entertainmentTom draws the line between education and storytelling-as-performance, and how he avoids glamorising his past.20:50 – The business model behind Tipper XThe practicalities of how Tom has built and sustained a speaking career rooted in his past.26:30 – Frameworks and tools Tom uses in his talksHe discusses behavioural insights and models he shares with audiences to make the message stick.31:00 – The “AI homework” storyA compelling example Tom uses to explain rationalisation and ethical grey areas.36:00 – Over 630 talks: managing the workload and the missionHow Tom tracks his talks and why he keeps going despite the repetition.39:10 – Audience reactions and confessionsWhat people tell Tom after his talks — and what that reveals about corporate culture.42:30 – “Why should we pay someone who committed a crime?”Christian and Tom unpack this ethical tension and why context, intent and delivery matter.48:00 – Building trust with clients and collaboratorsThe importance of transparency, humility and boundaries in how Tom presents himself.53:20 – What success really looks likeTom reflects on purpose, legacy and the long-term impact he hopes to have.57:00 – Looking ahead: the forthcoming book and continuing the conversation. Christian mentions Tom's upcoming book Wired on Wall Street, and plans for a future episode.LinksPodcast: Tom's previous appearance on the showTom's website: TipperX.comPre-order Tom's book Wired On Wall Street; https://www.amazon.com/Wired-Wall-Street-Prolific-Informants/dp/1394348878His LinkedIn profile: https://www.linkedin.com/in/tipperx/Tom's Substack Newsletter: https://tipperx.substack.com/

Welcome back to the EUCVC Summit Talks, where we bring you candid conversations with Europe's leading founders, corporate leaders, and investors shaping the future of venture collaboration.In this episode, Andreas Munk Holm sits down with Simon Boas Hoffmeyer, Global Head of Sustainability & ESG at Carlsberg, and Kasper Hulthin, serial entrepreneur and investor at Future Five (co-founder of Peakon, Podio, and more).With ESG facing political backlash, accusations of greenwashing, and shifting investor sentiment, the question looms: is ESG still a lever for real change—or does it need a reset? Simon and Kasper explore what's broken, what still works, and how corporates and startups can embed sustainability into real business value.

The Yellow Block is back, you lucky people. Hosted by Dan, Rob and Jarred. On the talkSPORT fan network Sponsored by QCS (Quince Contracting Services – Your end-to-end solution for Facilities Management, Compliance, Project Management and Installation). Hosted on Acast. See for more information. Hosted on Acast. See acast.com/privacy for more information.

In the world of cybersecurity, there are big lies that have been perpetuated about compliance, fixability and communication--and it's time to burn it all down and start over.  Many experts see one main cybersecurity truth, especially about AI, SIEM, EDR and related business technology. By examining the intersection of AI, cybersecurity, and compliance, we can gain a deeper understanding of the lies that have been told about the state of cybersecurity and work towards a more secure future. Tune in to this thought-provoking Send us a textGrowth without Interruption. Get peace of mind. Stay Competitive-Get NetGain. Contact NetGain today at 844-777-6278 or reach out online at www.NETGAINIT.com Support the show

In this episode of This Week in AML, Elliot Berman and John Byrne unpack a range of pressing developments in the financial crime prevention space. They begin with reflections on the U.S. government shutdown and its ripple effects, then dive into the newly released Trafficking in Persons Report—highlighting the disturbing use of AI in human trafficking. The conversation continues with FinCEN's recent requests for comment on AML/CFT compliance costs and paperwork reduction, including insights into Section 314(a) data. They also explore AUSTRAC's warning to Australian banks, the EU's crackdown on beneficial ownership transparency, and the NYDFS leadership transition. The episode wraps with a look at declining U.S. money laundering prosecutions.

Welcome to episode 299 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken is joined by David Arato of Lexicon Legal Content. David is the founder and CEO of Lexicon Legal Content, established in 2012 to address a critical need: law firms and marketing agencies often struggle to source high-quality, compliant content at scale. A 2009 graduate of St. Louis University School of Law, David combines legal expertise with content strategy to deliver precise, effective results. He currently resides in Breckenridge, Colorado, where he leads Lexicon alongside his wife and business partner, Erin, while enjoying the mountains with their two dogs, Scout and Sadie. What you'll learn about in this episode:   1. AI and Legal Content Creation: - How AI can accelerate content production without sacrificing quality - The importance of human oversight to maintain accuracy and compliance 2. SEO and Google Ranking Strategies: - Techniques for ensuring legal content ranks at the top of search results - How to create content that adds unique value beyond AI-generated outputs 3. Compliance in Legal Marketing: - Avoiding ethical pitfalls when describing services, specialties, or outcomes - Understanding jurisdiction-specific rules and model ethics to prevent violations 4. Optimizing AI Workflows: - Using AI for topic ideation, outlines, and draft creation effectively - How to integrate AI into existing workflows to save time and improve results 5. Scaling Content for Agencies and Firms: - Leveraging expert-driven content to service multiple law firms or marketing agencies - Best practices for producing large volumes of content without compromising quality Resources:    Website: lexiconlegalcontent.com LinkedIn: linkedin.com/in/davidarato Facebook: facebook.com/lexiconlegalcontent/ Twitter (X): x.com/ContentLexicon/status/1904697056024801589 Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

In this episode of the Real Estate Pros Podcast, Kristen and Michael Walsh discuss the importance of marketing in real estate, the role of AI in creating effective ads, and the common pitfalls that real estate professionals face. Michael shares insights on optimizing paid ads for better ROI, navigating compliance issues, and learning from competitors. The conversation emphasizes the need for real estate professionals to take charge of their marketing efforts and leverage technology to enhance their advertising strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

From Compliance to Confidence: How to Evolve Cybersecurity Beyond the Checklist Healthcare cybersecurity stands at an inflection point. Traditional compliance frameworks are proving inadequate in the face of sophisticated threats targeting patient data, clinical operations, and connected medical devices. Robert Eikel, CISO at P-n-T Data Corp., brings unique expertise from government service, financial services, and pediatric healthcare to discuss how leading organizations are evolving beyond checklist security. We'll explore the new frontlines of healthcare cyber defense—identity, integrity, and interoperability—while examining how emerging technologies like AI and quantum computing are reshaping the threat landscape. • Moving from periodic compliance to continuous confidence through identity-centric, integrity-focused defense strategies • Protecting clinical workflows and patient safety while maintaining secure interoperability across healthcare ecosystems • Preparing cybersecurity programs for AI-powered threats, quantum risks, and next-generation healthcare technologies • Transforming cybersecurity governance from IT overhead to strategic business enabler Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

In this episode, Dr. Karen Litzy speaks with Steve Lewis, founder of Nabu, about the importance of empowering patients through technology. Steve shares his personal journey from working with musicians to developing a health tech startup aimed at improving patient care. The conversation explores the challenges of creating a health tech product, the importance of communication in healthcare, and the future of patient advocacy. Steve emphasizes the need for comprehensive tools that help patients manage their health information and advocate effectively for themselves.   Takeaways ·      His daughter's health challenges inspired Steve's journey into health tech. ·      Naboo aims to provide a single source of truth for patient information. ·      Effective communication is crucial for patient care and adherence. ·      Building a health tech startup requires understanding the needs of all stakeholders. ·      Safety and compliance are paramount in developing health tech solutions. ·      Patients need tools that help them advocate for their own care. ·      The entrepreneurial journey involves collaboration and community support. ·      Technology can enhance the patient experience and improve outcomes. ·      Don't hesitate to share your ideas and seek feedback. ·      Financial literacy is essential for aspiring entrepreneurs.   Time Stamps:  00:00 Introduction to Patient Empowerment 03:11 The Journey from Music to Medicine 05:55 The Birth of Nabu: A New Tool for Patients 08:42 Building a Health Tech Startup 12:01 Navigating Challenges in Health Tech 14:50 The Importance of Communication in Healthcare 17:57 Enhancing Patient Care with Technology 20:42 Safety and Compliance in Patient Care 23:49 His daughter's Experience with Nabu 26:52 The Future of Patient Advocacy 29:41 Entrepreneurial Insights and Advice   More About Steve:Steve Lewis is an internationally recognised healthtech founder, product leader, and patient advocate, known for building breakthrough solutions at the intersection of technology and real-world care. As Founder and CEO of Nabu.ai, Steve is on a mission to transform fragmented health information into a single, actionable source of truth for patients, families, and care teams. With over 20 years of experience spanning creative, brand strategy, product design, digital transformation, and startup leadership, Steve's work is informed by both professional expertise and deeply personal experience. His daughter's early arrival in the NICU and complicated health journey catalysed his relentless pursuit to fix the fragmented care journey as an advocate, an insight that powers Nabu's vision for a truly comprehensive patient- and carer-led technology addressing the most critical problems in health. Steve is rapidly emerging as a sought-after voice in digital health and innovation. He has been invited to share his authentic, “from the front lines” perspective at live events and on leading digital health podcasts. Steve's talks explore themes including AI for health equity, patient empowerment, data privacy, and the future of connected care, resonating with audiences for their candor and real-world relevance. A passionate believer in co-design and inclusion, Steve is actively collaborating with Australia's leading healthcare providers to validate the Nabu Advocate platform and drive innovation in its core feature set. By working closely with clinicians, families, special needs communities, and expert advisory boards, Steve ensures Nabu is built to meet real-world needs and deliver meaningful impact. Steve's story, which is rooted in resilience, empathy, and systems change resonates with audiences from hospital executives to grassroots advocates. Whether on stage, on air, or in the boardroom, he is known for challenging the status quo and inspiring others to put patient voices at the centre of healthcare transformation. Resources from this Episode: Nabu Website Steve on LinkedIn   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of Ogletree Deakins' Safety Basics podcast series, shareholders John Surma (Houston) and Karen Tynan (Sacramento) discuss the intricacies of state plans in comparison to federal Occupational Safety and Health Administration (OSHA) regulations. John and Karen, who is co-chair of Ogletree's Workplace Safety and Health Practice Group, explore the processes for approval and monitoring, highlight differences in recording and reporting requirements, and examine the nuances of inspections, citations, appeals, and settlements in states that have their own plans.

Telehealth coverage for SLPs under Medicare expired on October 1, 2025. In this episode, Dr. Jeanette Benigas, SLP, and Katie Brown, SLP, explain what this means for the provision of Telehealth services for traditional Medicare Part B beneficiaries, the nuances for Part A beneficiaries, and the allowance of private pay. They also unpack the government shutdown's impact on claims processing, what remains unchanged for Medicaid and Medicare Advantage plans, and why employers shouldn't issue blanket telehealth bans without checking payer rules. Get clear, practical guidance plus the free Telehealth Toolkit to support your patients and advocate for continued access.Find all of the advocacy tools you need here to participate in the telehealth call to action, or check out Katie's SLPs Blueprint to Medicare Success and get $100 off with the code FixSLP.If you missed it, catch Katie and Jeanette's earlier conversation on Medicare telehealth in Episode 96. It sets the stage for what's happening now.Stop paying to track ASHA-approved CEUs. Save your money and set up for a FREE CEU/PDH tracker with Speech Therapy PD. While you are there, get $10 off a professional subscription with the code FixSLP10!

Scott Schober, Cyber Expert, Author of "Hacked Again," and CEO of Berkeley Varitronics Systems, sits down with host David Braue to cover the recent Jaguar Land Rover hack, the following production halt, what the incident says about the current hacking landscape, and more. This episode of Data Security is sponsored by Cimcor, the developer of CimTrak, a Real-time, File Integrity Monitoring, Network Configuration, and Compliance solution. Learn more at https://cimcor.com • For more on cybersecurity, visit us at https://cybersecurityventures.com

There is a well established process for how to breakaway from a wirehouse, to transition your practice to the RIA model.This process has been refined within the industry over many decades, and thousands of transitions.In this episode (#133) of the Transition To RIA question and answer series I outline the three main steps involved, and the variables within each step that are important to be aware of and considerCome take a listen!P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.Show notes: https://TransitionToRIA.com/what-are-the-steps-involved-with-breaking-away-from-a-wirehouse-to-transition-to-the-ria-model/About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors between $50M and $1B understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

In this eye-opening episode of The Gritty Nurse Podcast, host Amie Archibald-Varley and special guest Jerry Soucy unpack the landmark case of DonQuenick Yvonne Joppy, the ICU nurse who courageously challenged racial discrimination, wrongful termination, and retaliation in healthcare. Recently, a federal jury awarded $20 million to Joppy after finding that Aurora Medical Center (Colorado) had retaliated against her and discriminated against her because she spoke up.  During her employment, she was wrongfully accused of causing a patient's death (charges later dropped) and faced a hostile work environment, unequal workloads, disciplinary scrutiny, and barriers to promotion. In this conversation, Amie and Jerry: Trace the legal journey of Joppy's case and the jury verdict Explore systemic racism and retaliation in nursing Expose how hospital culture perpetuates bullying and silencing Center the voices of nurses of color who often suffer in silence Propose strategies for advocacy, accountability, and cultural transformation in healthcare This is an essential listen for nurses, leaders, administrators, and all who believe in a just, equitable healthcare system.

Losing employees can leave any leader wondering what to do next. In this episode, hosts Brad and Michael kick off the “asking for a friend” season with a twist—the friend is actually them. They share ByrdAdatto's journey through unexpected employee turnover and the realization that even a culture-rich workplace is not immune to losing team members. Tune in as they reflect on the emotional and practical challenges of retaining talent, the lessons they learned, and the strategies they considered to support their team. Discover what really works when it comes to staff retention—whether you are asking for yourself, or just asking for a friend.'Chapters00:00 Intro00:17 Banter08:00 Story22:18 Access+22:47 Legal Takeaways30:03 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

SBOMs were supposed to be the ingredient label for software—bringing transparency, faster response, and stronger trust. But reality shows otherwise. Fewer than 1% of GitHub projects have policy-driven SBOMs. Only 15% of developer SBOM questions get answered. And while 86% of EU firms claim supply chain policies, just 47% actually fund them.So why do SBOMs stall as compliance artifacts instead of risk-reduction tools? And what happens when they do work?In this episode of AppSec Contradictions, Sean Martin examines:Why SBOM adoption is laggingThe cost of static SBOMs for developers, AppSec teams, and business leadersReal-world examples where SBOMs deliver measurable valueHow AISBOMs are extending transparency into AI models and dataCatch the full companion article in the Future of Cybersecurity newsletter for deeper analysis and more research.

Civility isn't just about being polite—it's about trust, belonging, and creating workplaces where people feel safe to speak up. In this roundtable, hosts Lisa Fine and Ellen Hunt welcome: Jelahn Stewart, SVP, Deputy GC & CCO at Leidos Katharine Manning, President of Blackbird DC and author of The Empathetic Workplace They share stories and strategies on: How civility impacts performance, creativity, and resilience Why incivility silences women more than men Practical steps leaders and teams can take to build civil, ethical cultures Healthy ways to respond when civility breaks down The Great Women in Compliance Podcast, with hosts Hemma Lomax and Lisa Fine, shares the stories of women in the field of ethics and compliance and is proudly sponsored by Corporate Compliance Insights. Connect with us: Great Women in Compliance on LinkedIn Corporate Compliance Insights Great Women in Compliance, hosted by Hemma Lomax and Lisa Fine, is sponsored by @Corporate Compliance Insights.

David Auerbach, Chief Investment Office at Hoya Capital, explains the potential of REITs and how they can fit into an investor's overall portfolio.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode of The Crexi Podcast, host Shanti Ryle, Director of Content Marketing at Crexi, sits down as David shares insights from  over 25 years of experience in the REIT industry. The conversation explores the evolution of REITs, and the essential role of rent in investment decisions. David also highlights the importance of dividends, REITs' resilience through market cycles, and the impact of technology on the industry. The episode explores the fundamentals of REITs, their significance for investors, and how Hoya Capital approaches its ETF strategy. Listeners gain a wealth of knowledge about the opportunities within the REIT space and what the future holds for commercial real estate investments.Meet David Auerbach: A REIT Industry VeteranDavid's Journey into the REIT SpaceEarly Career Challenges and LessonsThe Evolution of the REIT SectorBuilding Relationships and Trust in TradingThe Role of Technology and Social Media in TradingThe Importance of Compliance and CommunicationUnderstanding REIT Fundamentals and Market CyclesThe Impact of Technology on REITsObserving REIT Properties in Real TimeThe Critical Role of Rent in REIT ValuationsUnderstanding Lease Types and Rental Income StreamsThe Rise and Fall of Apartment NOI GrowthChallenges in Growing Rent with High OccupancyThe Importance of Market Rent KnowledgeThe Role of Technology in Real EstateSpecialization in Real Estate BrokerageThe Value of Deep Market KnowledgeData Sources for Different Real Estate SectorsThe Importance of Dividends in REITs  About David Auerbach:David Auerbach has been in the REIT industry for almost 25 years and was most recently the former managing director of Armada ETF Advisors. He is the publisher of “The Daily REITBeat Newsletter”, a widely-followed industry publication that covers the publicly-traded REIT sector and is also a consultant with IR Concierge, LLC which is focused on corporate access in the REIT industry. David spent time working with World Equity Group in institutional securities trading and in December 2018, he departed Esposito Securities after 6½ years where he helped to build out the REIT/Real Estate platform with institutional investors and Equity REITs plus worked with ETF issuers on seeding, relationship building, and order execution.Prior to joining Esposito Securities, David spent 11 years at Green Street Advisors as a Vice President of Institutional Trading handling REIT order execution and sales trading on behalf of institutional clients, hedge funds, pension funds, and other investors.  Before that, he worked at Financial Marketplace Inc. for 2 years as a retail investment adviser.  He has been quoted by Bloomberg, WSJ, Financial Times, REIT.com, and GlobeSt.com among countless other real estate publications and has been a featured guest on such networks as Yahoo Finance, TD Ameritrade and Bloomberg TV.   For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

JB White delivers a fiery October 1st edition of the RattlerGator Report, reflecting on what he calls a “historic moment” as Trump summoned America's generals to Quantico. JB frames the gathering as an assertion of authority and a call for compliance, not debate, signaling the military's return to its core mission: defending the homeland against enemies foreign and domestic. He praises Pete Hegseth's powerful speech and explains why the show of strength was necessary to reestablish standards, accountability, and order. From critiques of media spin to pushback against voices questioning Netanyahu and Trump's alliance with Israel, JB ties together geopolitics, faith, and the enduring principles of conservatism, citing Russell Kirk's Ten Conservative Principles as a foundation for America's return to normalcy. He closes with reflections on Charlie Kirk's memorial, the strength of Erica Kirk, and the spiritual weight of this moment in history, warning listeners that an eventful winter lies ahead as Trump and the military prepare to confront “the enemy within.”

Vice President of Engineering James Musson reveals how Lucanet integrated multiple acquired solutions into a unified platform, achieving 3-month integration timelines while serving 6,000+ customers.Topics Include:Lucanet evolved from financial consolidation tool to comprehensive CFO solution platformPlatform covers consolidation, planning, ESG reporting, tax compliance, and cash managementThree key differentiators: easy to use, fast time-to-value, innovative AI featuresAI-powered XBRL tagging reduces days of manual work to minutes with 90% accuracyComplex challenge: integrating multiple acquired tech stacks with cloud-native platform developmentBuilt micro front-end architecture and platform services for seamless user experienceCustom control plane automates customer onboarding and manages rolling upgrades safelyLatest acquisition integrated into platform within three months, unprecedented speedStrong company culture focuses on innovation, hackathons, and continuous learningAI bootcamps and tech lunch sessions keep 6,000+ customer engineering teams engagedBalances AI innovation with regulatory compliance using deterministic core processesHeavy AWS adoption with serverless technologies handles peaky financial reporting workloadsParticipants:James Musson – Vice President, Engineering, LucanetFurther Links:Lucanet: Website – LinkedInSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

In this episode of Harmony Talk, host Todd Stephens interviews Ella Parlor, a marketing expert with a rich background in the beverage industry. Ella shares her journey from humble beginnings in the service industry to becoming a successful consultant and author. The conversation delves into the complexities of alcohol marketing, the importance of compliance, and the duality of celebrating success while facing personal challenges. Ella emphasizes the significance of service, preparation, and the need for open discussions about alcohol consumption and its societal implications. The episode concludes with Ella's reflections on her career, personal growth, and future endeavors in private equity and brand consulting. Key Takeaways: Opportunities are all around us; be prepared for them. Service is at the heart of every successful endeavor. Compliance in the alcohol industry is crucial and complex, and the beverage industry requires strategic marketing across multiple tiers. Personal experiences shape our understanding of industry challenges. FOLLOW HARMONYTALK PODCAST @harmonytalkpodcast Join Our Mailing List: https://www.harmonytalkpodcast.com/signup Instagram: https://instagram.com/harmonytalkpodcast Facebook: https://www.facebook.com/harmonytalkpodcast YouTube: https://youtube.com/@HarmonyTALKPodcast LinkedIn: https://www.linkedin.com/company/harmonytalkpodcast https://harmonytalkpodcast.com/ Follow Host, Todd Stephens: https://www.instagram.com/workinman1/ Email harmonytalkpodcast@gmail.com for sponsorship and guest opportunities! See omnystudio.com/listener for privacy information.

The award-winning Compliance into the Weeds is the only weekly podcast that takes a deep dive into a compliance-related topic, literally going into the weeds to explore a subject more fully. Looking for some hard-hitting insights on compliance? Look no further than Compliance into the Weeds! In this episode of Compliance into the Weeds, Tom Fox and Matt Kelly discuss the bot attack on Cracker Barrel during its abortive name change imbroglio. They explore the notion that social media risk is not a new concept, but rather an amplifier of existing risks for companies. It discusses the heightened potential for misinformation about a company's values and how social media platforms have magnified this risk. Regulatory measures and accountability issues are addressed, with a nod to the role of prominent figures like Elon Musk. The episode underscores the inevitable, albeit unfair, reality of managing these amplified risks in today's digital landscape. Key highlights: Introduction to Social Media Risks Amplification of Existing Risks Challenges in Managing Misconceptions The Unavoidable Reality of Social Media Accountability Resources: Matt on Radical Compliance Tom Instagram Facebook YouTube Twitter LinkedIn A multi-award-winning podcast, Compliance into the Weeds was most recently honored as one of the Top 25 Regulatory Compliance Podcasts, a Top 10 Business Law Podcast, and a Top 12 Risk Management Podcast. Compliance into the Weeds has been honored with a Davey, Communicator, and W3 Award for podcast excellence. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does the risk environment for Operational Technology (OT) look like in 2025? JJ and Drew review four recent reports on the state of OT security from Dragos, Fortinet, and others. We discuss ransomware impacts, ongoing risks of RDP traffic, directly exposed OT devices, and overall attack trends and the tools and processes that organizations... Read more »

SummaryIn this episode, Sean M Weiss and Terry Fletcher discuss the critical aspects of Clinical Documentation Integrity (CDI) in healthcare. They explore the importance of compliance, the implications of audits, and the responsibilities of providers in maintaining accurate medical records. The conversation highlights the need for integrity in documentation before any improvements can be made, emphasizing that compliance is essential for both legal and ethical practice in healthcare.TakeawaysClinical Documentation Integrity (CDI) is crucial for accurate medical records.Compliance must be prioritized before any improvements can be made.Providers often overlook legal and compliance issues in documentation.Audits reveal significant gaps in healthcare practices.Education and training are essential for healthcare staff.Providers must be aware of changing regulations and adapt accordingly.Documentation should reflect the true nature of patient care.Telehealth practices must comply with HIPAA regulations.Ignoring compliance can lead to severe consequences for providers.Healthcare professionals need to take accountability for their documentation.

I was joined by Terry, Stephanie, Scott, Paul and Christine for this all new episode to discuss a variety of issues including tied to Auditing, Coding, Compliance, and Documentation. I was so good to be back after a 3-week break to spend time with the panel and with all of our listeners/viewers and friends!

What does the risk environment for Operational Technology (OT) look like in 2025? JJ and Drew review four recent reports on the state of OT security from Dragos, Fortinet, and others. We discuss ransomware impacts, ongoing risks of RDP traffic, directly exposed OT devices, and overall attack trends and the tools and processes that organizations... Read more »

In this episode of Non Linear Learning, Dr. Vaish Sarathy speaks with Dr. Robin Harwick, founder of The Pearl Remote Democratic High School, a groundbreaking online school designed for teens who don't fit into traditional education especially autistic, ADHD, and otherwise neurodivergent learners. Together, we explore: Why compliance-based systems harm learning (and why they persist) How democratic education gives back autonomy, voice, and safety What it actually looks like to co-create curriculum with neurodivergent students How to spot when your child's IEP is a red flag, not a lifeline Why some students with PDA or ODD thrive when given real choice Whether you're homeschooling, advocating at an IEP meeting, or simply wondering if there's any alternative to the status quo—this episode will expand your thinking and offer a glimpse into what education could be.

Today's guest is Faithe Toomy, Director of Voice of the Customer and Insights at Insulet. Insulet is a medical device company specializing in wearable drug delivery systems for diabetes care, combining engineering, clinical research, and digital health capabilities to develop automated therapeutic solutions. Faithe joins Emerj Editorial Director Matthew DeMello to discuss how data and AI are transforming call center operations while maintaining compliance and customer trust. Faithe also shares practical strategies for training agents, leveraging conversational analytics, and implementing AI tools that enhance workflow efficiency, improve first-contact resolution, and support a more confident, human-centered customer experience. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!

Send us a textBet Hannon, web accessibility expert and founder of AccessiCart, joins Lara Schmoisman on Coffee Nº5 to break down what accessibility really means for websites, marketing, and global compliance. From ADA lawsuits to the EU Accessibility Act, Bet shares why inclusive design is not just about avoiding legal risks—it's about unlocking a $500 billion consumer market.We'll talk about:How Bet pivoted from nonprofit management to leading a digital accessibility agencyWhat “accessibility” really means across websites, email, and social mediaWhy plugins and overlays don't solve the problem—and can even make you a legal targetThe truth about color contrast, fonts, and design choices that impact usabilityWhat the EU Accessibility Act means for global brands (and why US businesses need to care)How accessibility drives both compliance and conversionWhy inclusive design is a competitive advantage, not a burdenFor more information, visit Bet Hannon's LinkedIn.Subscribe to Lara's newsletter.Also, follow our host Lara Schmoisman on social media:Instagram: @laraschmoismanFacebook: @LaraSchmoismanSupport the show

In this Pulse of the Practice conversation, Paul Miller unpacks why the best “tax planning season” is all year long—not just Q4. With many firm initiatives already targeting 2026, Paul shares how leading firms translate today's client conversations into concrete capacity, revenue, and staffing plans for the next 12–24 months.Key takeaways:Listen for life‑event signals. Clients rarely say “I need an exit plan.” They hint at transitions—succession, burnout, relocation, health, or market shifts. Train your team to hear those cues and start planning early.Valuation isn't a finish line; it's a starting point. Regularly benchmark the business so owners can align pricing, client mix, and structure with their eventual exit timeline.Make planning continuous. Replace last‑minute Q4 models with a cadence of mini‑check‑ins that combine numbers with narrative: goals for the next 1–5 years, risk tolerance, and capacity constraints—both client and firm‑side.Charge for strategy with confidence. Longstanding relationships don't make advisory “free.” Clarify scope, package outcomes (e.g., exit readiness, tax savings roadmap, sale prep), and communicate the value long before a transaction looms.Redesign roles for impact. Shift staff from “cranking numbers” to managing relationships and discovery. The result: better insights, earlier interventions, and more profitable engagements.Think 2026 now. If 75% of your big projects already point to 2026, formalize forecasts, staffing plans, and pricing updates today.Whether your clients are five years from a sale or just exploring growth options, this episode shows how to move from reactive calculations to proactive advisory—without awkward money talks.Timestamps00:00 Intro and why planning sneaks up on firms03:55 Why 2026 planning starts today06:45 Spotting exit triggers in normal conversations11:15 Numbers vs. life events: bringing both into planning16:15 Pricing advisory in long‑term relationships20:25 When to discuss valuation (and how often)24:20 Turning staff into relationship managersKeywords (primary/secondary/long‑tail) Primary: year‑round tax planning, advisory services for accounting firms, business valuation, exit planning, 2026 firm planning Secondary: CPA firm capacity planning, client discovery, pricing advisory, scope management, relationship management, revenue projections Long‑tail: how to price advisory for long‑term clients, signs a business is ready to sell, continuous tax planning vs Q4, training staff for client advisory, building a 2026 capacity plan

How will artificial intelligence (AI) transform an advisor's business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional's Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the opportunities for integrating AI into financial services. From their hands-on experience building, training, and using AI to practical ways advisors can embrace it as a strategic thought partner, Dave and Ian's insights on where the technology is headed and how to navigate the legal and compliance considerations along the way are something you should tune in for.

In Part 2 of this Oyster Stew conversation, Ed Wegener continues the discussion with compliance experts Brent Nicks and Len Derus—this time focusing on the most pressing challenges firms face in applying Reg BI and fiduciary duty in practice: documentation, compensation conflicts, and rollover recommendations.What You'll Learn in Part 2Documentation Expectations: When to document recommendations—and when not to—including product complexity, costs, and client-specific factors.Supervisory Oversight: Why cookie-cutter rationales can create risk and how firms can monitor for consistency across reps.Compensation Conflicts: Practical strategies for mitigating compensation-driven incentives and leveling payouts to reduce bias.Rollover Recommendations under PTE 2020-02: How to document IRA rollovers, justify added costs, and align practices with both Reg BI and fiduciary standards.Technology vs. Forms: The pros and cons of manual versus technology-driven documentation processes—and how to strike the right balance.Training and Monitoring: How tailored training and compliance monitoring help ensure reps are following procedures and avoiding systemic risks.Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

Explore how today's AI-powered coding solutions are designed with compliance and quality at their core. This episode will highlight the safeguards built into implementation, the auditing processes that protect accuracy, and how continuous improvement ensures models evolve over time. Join us to learn how organizations can confidently adopt AI while maintaining trust, compliance, and coding excellence.Brought to you by www.infinx.com

In this episode, I sit down with Jordan Fleming the co-founder of smrtPhone and author of Click Call Scale, to talk about the one tool most investors overlook when trying to grow their business: the phone system. We dive into how deep CRM integration, intentional data use, and AI-driven sales tools are transforming the way real estate investors manage teams, follow up with leads, and stay compliant.If you've ever thrown money at leads and wondered why your close rate is still weak, Jordan's insights are the wake-up call you need. From avoiding six-figure fines to converting more sellers through thoughtful follow-up, this episode is packed with actionable strategies that will change how you view your phone—and your business.Episode Timeline:[0:00] – The origin of smrtPhone and how it grew from Podio users to REI giants[5:20] – Why deep CRM integrations beat generic phone systems every time[7:10] – What most investors get wrong about calling and follow-up[10:00] – The power of full communication history in closing more deals[12:15] – AI call scoring and training: a game changer for growing sales teams[14:30] – The gold is in the follow-up—how automation unlocks deal flow[16:55] – Click Call Scale: Jordan's new book and why data hygiene matters [19:45] – How sloppy calling habits can get you fined (or blacklisted) [24:00] – Legal risks vs. carrier risks—why compliance is both a law and a behavior issue [26:10] – Free book offer and extra gifts for investors ready to scale right5 Key TakeawaysYour phone system is not just a tool—it's the foundation of your sales engine.Clean, structured data is the #1 factor in avoiding lost leads and legal trouble.AI tools like call scoring are essential for training and scaling your team effectively.The fortune is in the follow-up—but only if you systematize it.Compliance isn't optional. Sloppy calling behavior can cost you five figures—or more.Links & ResourcesLearn more about smrtPhone: www.smrtphone.ioNeed help keeping the money you make? Visit: www.simplecfo.comIf this episode gave you a lightbulb moment, don't forget to rate, follow, and share the podcast. And leave a review to help more real estate investors discover the Profit First for REI show!

The Ripple Effect (A Nonprofit Imperative) Episode 22: "Beyond Compliance" Hosts: Ron Waddell (Founder, Executive Director of Legendary Legacies) and Marybeth Campbell (CEO of Worcester Community Action Council) Special Guest: Chris Shannon (Senior Policy Associate at Corporation for a Skilled Workforce) Produced/Edited By: Marrio Escobar (Owner of D2L Productions)    Search for "The Ripple Effect with Marybeth Campbell and Ron Waddell" on your podcast app.    Be sure to reach out to us and share your expertise, leave a review or questions that you might have for our hosts! The Ripple Effect (774) 260-5549   Marybeth & Ron were invited for a 2nd time to host an episode of The Ripple Effect Podcast at the Workforce Solutions Group MA 16th Annual MA Jobs and Workforce Summit at Northern Essex Community College where they had the privilege of interviewing Chris Shannon, Senior Associate from the Corporation for a Skilled Workforce, who highlights research showing that program participants rank “psychological safety” and a “sense of belonging” as the most important indicators of program and job success—far exceeding wages.This episode focuses on a critical discussion about the need to overhaul data and accountability systems within “workforce development” and employer practices, moving from traditional “transactional metrics” to focusing on “human-centered impact”. The conversation explores the challenges of shifting organizational culture and publicly-funded structures (like the community action agency model) that are bound by mandatory compliance metrics and outputs, arguing that adopting “trauma-informed practices” and genuinely incorporating “learner and employee voice” is essential for creating high-quality, sustainable jobs and a mission-driven work environment.   YouTube: https://youtu.be/WlypjREfURs  For production inquiries please check out D2L Productions  

In this episode of The Ethics Experts, Nick welcomes Daniel Montenaro.Dan has been an effective business partner for leading BPO firms for nearly 15 years and has expertise in transactions, complex litigation, real estate, human resources, international legal matters, compliance and corporate governance. As Alorica's Chief Legal Officer Dan is a member of the Operating Committee and leads the Transactions, Compliance, Corporate Governance, Dispute Resolution, and Intellectual Property functions for Alorica as well as its corporate secretary. Dan has been with Alorica for nearly seven years, previously serving as Deputy General Counsel.Connect with Daniel on LinkedIn: https://www.linkedin.com/in/dan-montenaro/

Compliance doesn't have to be complicated! In this Beyond Clean special release podcast episode, recorded LIVE at HSPA 2025, Jill Holdsworth, Richard Bancroft, and Hank Balch reveal how tracking systems, competency management, and strategic assessments can take your department from "checking the boxes" to becoming a compliance powerhouse. Whether you're navigating the latest standards or creating a culture where excellence is the norm, this conversation is packed with practical strategies you can put to work in your SPD right away. Don't miss it, #CleanFreaks—tune in now! This in-booth special podcast release is sponsored by STERIS and is powered by Beyond Clean! After finishing this interview, earn your 1 CE credit immediately by passing the short quiz linked here: https://www.flexiquiz.com/SC/N/sterispodcast-ep4 Visit our CE Credit Hub at https://beyondcleanmedia.com/ce-credit-hub to access this quiz and over 350 other free CE credits. #BeyondClean #STERIS #HSPA2025 #SterileProcessing #Podcast #Compliance #Standards #BestPractices

What would change in your business if you treated time as your most valuable commodity and priced every hour accordingly? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with luxury agent and team leader Gail DeMarco. Gail drops the polite filter and lays out how she built a near billion in lifetime sales by staying lean, obsessing over data, and designing a brand that shows up everywhere. From four open houses every weekend to hyper-focused farming and YouTube consistency, she explains exactly how she creates momentum in new markets and turns listings into market share. The conversation digs into hiring for coachability, running a tight listing operation, delegating fast, and engineering deals with assumable loans and lender-powered rate buydowns. It is an unvarnished masterclass on standards, time discipline, and creative structure in a tough market, capped with faith-driven leadership and straight talk on saying no to bad fits. If this episode pushed you to tighten your standards and reclaim your calendar, share it with one agent who needs a wake-up call and DM us the one change you will make this week.   Highlights: 0:00-5:59 Numbers that make you sit up Why she is in the business of real estate not just a realtor Team goal: everyone should out-earn the leader 2023 production 389M team, 80M personal Lean teams beat big teams, people get lost Expect scar tissue and weekly tears on the climb 10:00-13:00 Branding that actually moves property Name recognition as the north star, top of mind wins listings Premium signage and consistent open house experience Compliance first, even with team branding Treat 450k and multi-million the same, remove ego Hospitality touches: Fiji water, booklets, consistency 15:51-19:59 Mailers metrics and momentum Four-page data-driven mailers co-op with lender Pull the plug when the farm does not pencil, like a stock Proof of everywhere affects community recognition Give to the community and spend to make money YouTube surge from 400 to 67k with consistency 20:20-22:20 Hyper-focus and the price of time Farm a few micro-markets deeply Co-list luxury so you can be everywhere the listing needs Signs concentrate perception: you sell everything here Time is the most valuable commodity, price your hours If it is not on calendar, it is a no, including Pilates conflicts 52:20-1:00:37 Delegate to elevate and operational excellence If it is not income producing, do not do it Pay a premium TC to keep you out of real estate jail Contact sport: get off the modules and host more opens Role play Breakfast Club for objections When to spend three hundred monthly or get a part-time job 1:01:48-1:07:14 Creative deals, lenders, and the close Advertise payment, not price: buydowns beat reductions Assumable loans open doors with patience on closing Competing with builders: incentives and differentiation Say no to listings that cannot appraise or perform Closeout lender love and episode wrap   Quotes: “I am not a realtor I am in the business of real estate.” – Gail DeMarco “I want everyone on my team to make more money than me that is my goal.” – Gail DeMarco “Your most valuable commodity is your time.” – Gail DeMarco “You have to delegate to elevate.” – Gail DeMarco   To contact Gail DeMarco, learn more about her business, and make her a part of your network, make sure to follow her on her Website, Instagram, Facebook, Youtube, and LinkedIn.   Connect with Gail DeMarco! Website: https://www.movetostjohnsfl.com/ Instagram: https://www.instagram.com/relentlessrealtor/ Facebook: https://www.facebook.com/gail.d.demarco/ YouTube: https://www.youtube.com/@LivinginStJohnsStJohnsCountyFL LinkedIn: https://www.linkedin.com/in/gaildemarco/   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #GailDeMarco #LuxuryRealEstate #ListingAgent #RealEstateBranding #OpenHouses #YouTubeForAgents #RealEstateCoach #TimeManagement #DelegateToElevate #AssumableLoans #RateBuydown #LenderPartner #FarmingStrategy #MailersThatWork #PonteVedra #Rivertown #Over55Communities #eXpRealty #RealEstateMindset

In this episode of Just Ask Jacob, host, Jacob Monty sits down with Claudia St. John, SPHR, SHRM-SCP, CPBA, and Founder & CEO of The Workplace Advisors™, to explore the critical role HR plays in helping employers prevent costly litigation and strengthen workplace culture. Claudia shares real-world insights on how proactive HR strategies can minimize the risk of claims - ranging from FLSA disputes to sexual harassment - while also supporting employers with practical steps for compliance and employee engagement. The conversation also touches on today's most pressing workplace challenges, including immigration compliance, the so-called “Great Labor Shortage,” motivating younger workers, and whether write-ups and performance improvement plans truly work. Claudia offers strategies for documenting performance issues without creating a negative environment and explains what employers can do to build a workplace that is both legally sound and a magnet for top talent. Send in Your Own Questions to Jacob: jmonty@montyramirezlaw.com Immigration Compliance Toolkit for Employers: https://montyramirezlaw.com/resources/ Learn More About The Workplace Advisors: https://theworkplaceadvisors.com/

Unleashed! The Political News Hour with Mayor Deb – Governments worldwide push digital ID systems under the banner of convenience and security, yet they threaten freedom, privacy, and civil liberties. Vietnam shuts down millions of accounts, the UK eyes mandatory ID, and the U.S. advances biometrics. Compliance becomes control, echoing warnings from history and scripture as society edges closer to conditional freedom...