Podcasts about Fidelity Investments

What do you do after turning down a $600M offer—and watching it disappear days later? In this episode, venture capitalist and serial entrepreneur Jeremy Delk joins Dan Rochon to talk about pattern recognition, how to spot untapped markets, and the gritty truth behind high-stakes decisions. From losing $2M in four days as a college student to building multi-9-figure businesses, Jeremy shares powerful lessons on risk, leadership, and why real success comes from knowing who you are—not just what you've built.What you'll learn on this episodehe power of pattern recognition over pure hustle when spotting untapped marketsWhy real investors don't care about competition—they obsess over the customer experienceThe biggest mistake Jeremy ever made (hint: he said no to $600M) and how it led to his next big winWhy Jeremy only invests in 1 out of every 100 pitches—and what he looks for in a founderThe mindset shift every entrepreneur must make after hitting rock bottomThe spiritual crisis of success—and how to reconnect with purpose when the scoreboard is no longer enoughWhat Jeremy would tell his 25-year-old self: “Just take one more step”At the heart of this conversation is a simple truth: real business success comes from clearly communicating value and solving real problems. If you're working to sharpen that clarity in your own business, Dan's upcoming book Teach to Sell offers a practical framework to help you attract clients and opportunities by leading with what you know.

Dan Rochon sits down with serial entrepreneur and venture capitalist Jeremy Delk to reveal how to identify business opportunities hiding in plain sight. From losing $2 million in four days to building multi-exit companies, Jeremy shares raw lessons about pattern recognition, authenticity, and why most people never make their ideas real. This episode is your backstage pass to understanding how investors really think and how you can get in the room.What you'll learn on this episodeUntapped markets aren't always new sometimes they're old industries approached differently.Most people fail not because of bad ideas, but because of a lack of belief and clarity.Business success starts with solving people's problems, not chasing trends.Pattern recognition is learned from losses, not textbooks.Transparency in leadership attracts capital and people masking your weaknesses repels both.Markets reward disruption especially when others say “that's how it's always been done.”Real growth starts when you stop pretending to be perfect and start owning your gaps.At the heart of this conversation is a simple truth: real business success comes from clearly communicating value and solving real problems. If you're working to sharpen that clarity in your own business, Dan's upcoming book Teach to Sell offers a practical framework to help you attract clients and opportunities by leading with what you know.

One of the more compelling predictions for the future Bitcoin price comes from Fidelity Investments. Jurrien Timmer, Fidelity's global head of macro, has claimed that Bitcoin could go as high as $1 billion per coin by 2038. If Bitcoin reaches $1 billion, an investment of $1,000 would be worth $16.7 million in 2038. A minimum investment of $60 or 0.001 BTC would be needed to become a millionaire. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our guest on this episode of Data Driven Finance is Jeff Cain, VP Fintech Research at Fidelity Investments. Before that he was Head of Partnerships at Brightside and spent eight years at Yodlee. Jeff got his Bachelor's Degree in Economics at Stanford and a Masters from Harvard. We're not really talking about Fidelity; we're going bigger picture and getting Jeff's personal take on wealth building and tech's role in that. Topics covered include: How customers can be segmented to track behaviors, demographics, and goals. Are behaviors driving technology or are tech innovations changing what consumers want? How are finserv businesses doing at keeping up with consumer demands and innovating around those? What are the big trends in financial consumer behavior? And likewise, what are the coming trends in fintech? When it comes to the third-party apps and players, what's going to separate the winners from the losers? Why should banks and financial institutions fully embrace APIs, data sharing, and open banking? What to look forward to and what to be cautious about as we move through 2025.   Helpful Links: Fidelity Center for Applied Technology Jeff Cain on LI

In this episode of Ahead of the Curve, you'll hear innovative ideas on financial literacy programs and leveraging technology for better customer service from Anne Tangen, President and CEO of BankFive.Tune in as we discuss: How to engage customers in learning about improving their credit The role of financial literacy in getting the right loan products in front of customers What BankFive is doing to improve its customer experience with thoughtfully designed branches  How Tangen and her team have prioritized keeping a human touch in new self-serve technologies and how the investment has paid offAbout the guest:Anne P. Tangen joined BankFive in 2020 as its President and CEO. She has had a long and distinguished career in financial services, having served in various senior roles at Fidelity Investments, State Street Bank, and The Cooperative Bank of Cape Cod. A respected leader in the industry, she sits on several high-profile boards, including the Massachusetts Bankers Association and the Federal Reserve Bank of Boston's First District's Community Depository Institutions Advisory Council (CDIAC), which advises the Fed on the local economy, lending conditions, and other issues. In addition, she has been featured in the Boston Business Journal, Banker & Tradesman, and Bloomberg Radio Boston, and as a speaker at the New England Bankers Annual Conference and Future Branches Boston. Anne is involved in various local nonprofits, including the Alden Pettengill Foundation Board of Argosy Collegiate Charter School in Fall River and the Savings Banks Employees Retirement Association (SBERA). She also serves on the Endowment Committee for the Fall River Historical Society.Helpful links: Webpage: About | BankFiveWebpage: Change Management Services | AbrigoBlog: How accountants can leverage technology to boost client financial literacy, loyalty 

Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton's Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager for Fidelity Capital Markets Institutional Fixed Income Group. Jeff has served on the Regional Advisory Committee for the Security Industry and Financial Markets Association, and has been actively involved in the municipal securities business in both capital markets and asset management capacities.   They discuss: ·      Jeff and Appleton's views on the state of the fixed income markets. ·      Macroeconomic factors. ·      Strategic opportunities across fixed income.   And much more.   Contact Jeff: Emai:  jjohnson@appletonpartners.com Website: https://www.appletonpartners.com/

In this inspiring episode of the Let's Grow podcast, Meraj sits down with Nathaniel Peña, an Applied Exercise Science major at Springfield College and one of the most genuine, hard-working people Meraj has had the pleasure of knowing since freshman year. From the front row of our English Writing I class, to internships, jobs, and boxing rings - Nathaniel's journey is all about growth, balance, and purpose. In This Episode, We Cover: - Moving from Boston to Springfield: Why he chose a smaller city and how it's changed his perspective. - His experiences as an Intern Strength & Conditioning Coach and Administrative Intern at Fidelity Investments. - Working with kids at Springfield Realization Academy and bartending on the weekends. - His passion for boxing, the discipline it brings, and how it connects to spirituality. - A candid conversation on faith, personal growth, and finding balance. - How he manages it all and what he's learned from his journey so far. Whether you're a college student, an aspiring athlete, or someone navigating life transitions, Nate's story is filled with practical insights and powerful reflections. Tune in now to hear how Nate stays grounded while chasing growth!

Summary In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity's latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption. Drawing from Fidelity's latest research piece titled "Elbows Up", Kolet shares why his team is dialing back US equity exposure and tactically reallocating toward Europe. The conversation delves into the erosion of US institutional strength, rising stagflation risk, and the immense threat posed by potential tariffs on Canadian exports. Investors and advisors alike will find invaluable insights into positioning portfolios for resilience in a world increasingly defined by fragmentation and volatility.Kolet's clarity and candor shine through as he outlines how Fidelity is protecting investors from mounting uncertainty—without overreacting to short-term noise. 3 Key Takeaways:Chapters 00:00 – Intro: Why One Fire Tanked Industrial Production 01:05 – Today's Geopolitical Crossroads 02:44 – From US Exceptionalism to Strategic Repositioning 06:15 – Signs of Stagflation & Why Fidelity Bought Gold 09:04 – The Undermining of Institutional Strength in the US 12:41 – Valuations vs. Catalysts: Europe's Turn to Shine 18:25 – Caution on Canada: Debt, Rates, and Tariff Fallout 22:29 – How Tariffs Could Hammer the Canadian Economy 30:03 – Who Really Pays for Tariffs? A Case Study in Washing Machines 36:57 – Manufacturing, Inflation, and Hollowed-Out Labor 39:37 – Supply Chain Disruptions & Auto Sector Insights 44:40 – Tactical Shifts: Gold, TIPS, and Currency Hedging 48:32 – Wrapping Up: Managing Through Uncertainty #FidelityInvestments #GlobalAssetAllocation #IlanKolet #MarketOutlook2025 #InvestingInStagflation #USExceptionalism #GoldAsAhedge #TIPSInvesting #TradeTariffs #CanadianEconomy #AdvisorPodcast #FinancialMarkets #InvestmentStrategy #RecessionRisk

Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, AppleTV or AmazonFireTV. You can also see it on YouTube.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Devin: What is your superpower?Alex: Thinking deeply and critically about a number of things.Crowdfunding has revolutionized how businesses raise capital, but not all crowdfunding is created equal. In today's episode, Alex Fisher, CEO and CCO of Netcapital Securities, shared how her team empowers businesses by leveraging a comprehensive suite of tools including Reg A, Reg D, and Reg CF offerings. Her insights highlight the importance of tailoring fundraising strategies to meet the unique needs of each company, ensuring both flexibility and success.Alex explained, “When people hear crowdfunding, they kind of lump all of the different offering types and ways to raise capital together.” Netcapital's approach, however, recognizes the nuances of these methods. For instance, Reg CF allows companies to raise up to $5 million from the general public, while Reg D removes the cap but limits investments to accredited investors. Combining these strategies can create opportunities for businesses to achieve their goals more effectively.For Alex, the innovation lies in the ability to use these regulations strategically. She noted, “Companies who look to utilize both offering types at the same time are being very strategic… using the Reg CF bucket to open the investment opportunity to their broad network,” including customers and social media followers. Meanwhile, Reg D can attract larger investments from accredited investors such as venture capitalists.One of the most exciting developments Alex discussed is the potential for liquidity in crowdfunding. While much of the focus has been on raising capital, Netcapital is exploring ways to offer investors opportunities for future liquidity. This forward-thinking approach benefits both issuers and investors, enhancing the overall value of crowdfunding.Netcapital's role as both a broker-dealer and a funding portal sets it apart from other platforms. “Under Reg CF, companies are limited to listing on one portal at a time,” Alex explained. “That restriction doesn't exist in Regulation A or Regulation D and doesn't apply to broker-dealers.” This flexibility allows Netcapital to collaborate with other platforms, creating a synergistic ecosystem that benefits companies and investors alike.By combining innovative strategies with a deep understanding of regulatory frameworks, Alex and her team at Netcapital are helping businesses raise capital smarter, faster, and more effectively.If you're considering crowdfunding for your business, Alex's expertise offers a roadmap for success. As she put it, “It's very facts and circumstances based… You want to understand the stage of the company, the industry, and the networks they're a part of.”tl;dr:Alex Fisher explains how Netcapital combines Reg CF, Reg A, and Reg D to fundraise strategically.She highlights the untapped potential for liquidity in crowdfunding, benefiting both issuers and investors.Netcapital's broker-dealer status allows for unique flexibility and collaboration across fundraising platforms.Alex's intellectual curiosity drives her personal growth and her ability to connect with clients.She shares actionable tips for fostering intellectual curiosity to fuel professional and personal success.How to Develop Intellectual Curiosity As a SuperpowerAlex Fisher's superpower is her intellectual curiosity, a trait she describes as “thinking deeply and critically about a number of things.” This mindset drives her to question established norms, explore new ideas, and continuously improve both personally and professionally. Alex explained, “It's about not just accepting things for how they are and constantly thinking about how to do things better.” Her curiosity fuels her ability to connect with clients on a deeper level, understanding not just their business goals but also their personal motivations.Illustrative Story:Alex shared how rekindling her love of reading helped her rediscover her intellectual curiosity. After years of focusing solely on textbooks, regulations, and professional development, she began reading for personal interest in 2022. Since then, she has read over 70 books, which has broadened her perspective and improved her ability to think creatively. This shift has positively impacted her professional life by enabling her to approach challenges with fresh ideas and a more holistic understanding.Tips for Developing Intellectual Curiosity:Ask “Why” and “How” Questions: Dive deeper into processes, systems, and decisions to understand their purpose and function.Read Widely: Explore books and resources outside your professional field to gain new perspectives.Embrace Continuous Improvement: Focus on finding better ways to do things, even if the current method works.Connect Personally: Take time to understand the motivations and passions of the people you work with.Be Open to Exploration: Allow yourself to engage in activities that don't have an immediate or tangible impact.By following Alex Fisher's example and advice, you can make intellectual curiosity a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileAlex Fisher (she/her):CEO & CCO, Netcapital Securities Inc.About Netcapital Securities Inc.: Netcapital Securities, a wholly owned subsidiary of Netcapital Inc. (Nasdaq: NCPL, NCPLW), is an SEC-registered, FINRA member broker-dealer.Netcapital Securities specializes in supporting companies with equity capital raises under Regulation A and Regulation D and in partnering with other broker-dealers to collaboratively syndicate deals.Website: netcapital.comBiographical Information: Alexandria (Alex) Fisher is a seasoned business strategist and compliance specialist, passionate about expanding founders' access to funding and investors' access to the private capital markets.Alex is currently the CEO and CCO of Netcapital's subsidiary broker-dealer, Netcapital Securities Inc., which specializes in supporting companies with equity capital raises under Regulation A and Regulation D and partnering with other broker-dealers to collaboratively syndicate deals.Alex is an advisor to startup companies and is a member of Global Women in Venture Capital (VC).Previously, Alex managed various regulatory compliance programs at a Series A venture-backed startup and at Fidelity Investments.Linkedin: linkedin.com/in/alexandria-fisherSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, Make Money with Impact Crowdfunding, SuperCrowdLA and Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact MembersThe following Max-Impact Members provide valuable financial support:Carol Fineagan, Independent Consultant | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Ralf Mandt, Next Pitch | Scott Thorpe, Philanthropist | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on April 15, 2025, at 1:00 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, April 16, 2025, at 1:00 PM Eastern. Gene Massey, Chairman/CEO of MediaShares, will lead a session on "Secrets For Creating Great Content To Attract Investors." He'll share expert insights on crafting compelling content that engages and converts potential investors. Whether you're launching a crowdfunding campaign or looking to enhance your storytelling strategy, this session is a must-attend! Don't miss it!SuperCrowdLA: we're going to be live in Santa Monica, California, May 1-3. Plan to join us for a major, in-person event focused on scaling impact. Sponsored by Digital Niche Agency, ProActive Real Estate and others. This will be a can't-miss event. Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!  SuperCrowd25, August 21st and 22nd: This two-day virtual event is an annual tradition but with big upgrades for 2025! We'll be streaming live across the web and on TV via e360tv. Soon, we'll open a process for nominating speakers. Check back!Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Crowdfunding Made Simple with Devin D. Thorpe: AI-Powered Fundraising Strategies, Wednesday, April 9, 2025, at 1:00 PM ET.Devin Thorpe joins Entrepreneurs On Fire to share powerful insights on impact investing and doing well by doing good. Tune in on April 10 to hear Devin's inspiring conversation with host John Lee Dumas!Igniting Community Capital to Build Outdoor Recreation Communities, Crowdfund Better, Thursdays, March 20 & 27, April 3 & 10, 2025, at 1:00 PM ET.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington DC, October 21-22, 2025.Call for community action:Please show your support for a tax credit for investments made via Regulation Crowdfunding, benefiting both the investors and the small businesses that receive the investments. Learn more here.If you would like to submit an event for us to share with the 9,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Christy Hollywood, Senior Business Development Consultant, joins Mike Shanley to discuss key trends shaping federal business development and capture, strategies for competing and winning in a shifting market, emerging opportunities and challenges, and what this means for business development teams.   Resources: - GovDiscovery AI Federal Capture Support: https://www.govdiscoveryai.com/ - Request a USG Federal Market Capture Accelerator Packet from GovDiscovery AI: https://airtable.com/appjEpMKc9BdVkqhC/shrPkKFKXHPW3ym5Z   BIOGRAPHY: Christy Hollywood supports Konektid clients and consultants with skills honed during 20+ years of leadership in international development, professional services, and consulting organizations. She led a successful consulting firm of her own for 11 years. Earlier, she served as Vice President for BD of Cardno (a large USAID and MCC contractor, since acquired) and held pivotal business development roles at KPMG's Emerging Markets Group, RTI International, PATH, as well as Fidelity Investments and Noblis. A recognized expert in business development consulting, she's authored several articles and is five-time invited presenter at international conferences on proposal management, competitive intelligence, and business development.   LEARN MORE: Thank you for tuning into this episode of the Global Strategy Podcast with Mike Shanley. You can learn more about working with the U.S. Government by visiting our homepage: Konektid International and GovDiscovery AI. To connect with our team directly, message the host Mike Shanley on LinkedIn.

Well, I'm excited! I have a repeat guest on the podcast, Tamsen Webster. Tamsen was here the last time she wrote her first book, Find Your Red Thread, and today she is here to talk about her newest book, Say What they Can't Unhear: The 9 Principles of Lasting Change.You know when everything is smooth sailing and you are enjoying an easy, breezy ride for a while? I know those times, and 2025 is not one of them for me. I am in a period of significant change professionally, so I was excited to talk with Tamsen about her book.The idea of saying what people cannot unhear resonates with me because I want to get my point across strong enough that it gets buy-in and is a good use of my time. As a resident intranpreneur in corporate and entrepreneur outside of corporate, idea buy-in and making friends with change management is crucial.During my conversation with Tamsen, we chatted about:What is the ding for Tamsen?The importance of giving our audience a reason to believe.Why is story the foundation for understanding?Tamsen gives an overview of what a persuasion proverb is and how to use them.What if someone cannot hear our story or refuses to listen? Then what?Her doctoral studies at NYU. She almost gave me the academic bug!Here is more about Tamsen:Part message designer, part English-to-English translator, and now part doctoral student, Tamsen Webster helps leaders craft their case for large-scale change. A sought-after speaker and consultant, she's spent more than 25 years developing the field and practice of persuasive message design, with a particular focus on the principles and processes that build buy-in that lasts.In addition to her work in and for major organizations such as Harvard Medical School, Fidelity Investments, and Klaviyo, she built and delivers the message design curriculum for Elemental Impact, a leading investor in impact startups. She's a judge and mentor for the Harvard Innovation Labs and a professional advisor at the Martin Trust Center for MIT Entrepreneurship. She's also spent over 10 years as the Idea Strategist for one of only nine legacy-level TEDx events and was named to the Thinkers50 Radar in 2022. She's the author of two best-selling books, Find Your Red Thread: Make Your Big Ideas Irresistible, and Say What They Can't Unhear: The 9 Principles of Lasting Change which was named one of the top 10 management books of the year by Canada's Globe and Mail newspaper.Tamsen was a reluctant marathoner… twice; is a champion ballroom dancer (in her mind); and learned everything she knows about messages, people, and change as a Weight Watchers leader. True story.She lives in Boston with her husband, two sons, and her two brindle Greyhounds, Hazel and Walnut.If Brave Women at Work has made an impact on you, please share it with a friend or colleague. And your ratings and reviews help the show continue to gain traction and grow. Thank you again!Also, if you haven't yet downloaded my freebies from my website, check them out at www.bravewomenatwork.com.

27th March: Blockchain DXB Podcast

AI SeriesEpisode Date: March 27, 2025

Host Christine Lee breaks down the latest news in the industry as IMX token jumps after the SEC ends enforcement threats against Immutable.IMX token jumps after the SEC ends enforcement threats against Immutable. Plus the U.S. FDIC drops "reputational risk" banking discrimination against crypto firms and Fidelity Investments develops its own stablecoin. CoinDesk's Christine Lee breaks it down on "CoinDesk Daily."-Friends, DeFi is having a moment — Uniswap Labs' web app and wallet connect you to the excitement. Swapping and bridging are simple, low cost, and lightning fast across 13 chains, including Base, Arbitrum and Unichain, the new Layer 2 network designed for DeFi.Thanks to deep liquidity on Uniswap Protocols, you get minimal price impact on every trade, now with even greater efficiency through Uniswap v4.Swap, send, on-ramp, off-ramp, and bridge into a bright future — get started at uniswap.org.-This episode was hosted by Christine Lee. “CoinDesk Daily” is produced by Christine Lee and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

About Mark FirehammerMark Firehammer is a lifelong creator, storyteller, and problem-solver who has spent 40 years writing songs, crafting stories, and challenging conventional thinking. His creative approach isn't limited to the arts—it's the driving force behind everything he does. Whether composing music, structuring a book, or building businesses, he sees creativity as the foundation of problem-solving.Beyond his artistic work, Mark is a serial entrepreneur, founder of a digital marketing agency, and creator of Fitstreams.club and the fitness alternative Feelness. He has applied the same principles of artistic innovation—breaking down challenges, rethinking assumptions, and constructing solutions—to help businesses and individuals optimize their potential.His latest projects, The Echo and the Voice and Artist Imagined, each explore different dimensions of creative expression. The Echo and the Voice is a book and musical experience examining the tension between cultural influence (The Echo) and personal authenticity (The Voice). Meanwhile, Artist Imagined reimagines four decades of original lyrics into finished songs across multiple genres, using AI-assisted production to push creative boundaries.  / mfirehammer  https://markfirehammer.com/----------------------------------About Laura StoneAs a seasoned leadership catalyst and educator, Laura J. Stone has spent her career helping leaders and teams find clarity, alignment, and purpose in their work. With a rich background that includes collaborating with world-class organizations like Harvard Business School, Pfizer, GE, CVS, Fidelity Investments, Iron Mountain, and Unilever, Laura has developed a unique approach to leadership that combines strategic insight with a holistic understanding of human potential.Laura's journey began with a deep passion for helping people realize and live their unique genius. She is the author of the popular Pocket Guide to Purpose series, which has empowered countless leaders to discover and advance their purpose, drive greater innovation, and foster inclusive, engaging environments. Her next book, Team Purpose to Performance: The Catalytic Process for Legacy-Making Lasting Change, promises to deliver even more impactful strategies for leaders looking to inspire meaningful change.  / laurastone  https://laurastone.com/----------------------------------When It Worked Podcasthttps://getoffthedamnphone.com/podcast

Usually, the happiest and most successful practice owners have a mission and purpose for their practice, a vision for it's future, and values that guide the behaviors everyone follows. Mission, vision, purpose, and values take some work, but the work is worth it, and my guest today helps her clients figure them out for their practices.Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent and need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments and leverages these experiences to help her clients achieve business excellence.In this episode Carl White and Lisa Levesque discuss:What's in a mission, vision, purpose, and valuesThe characteristics of practices that believe in their importance vs. those that do notHow to get started in determining what these should be for an individual's practiceWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Lisa Levesquewww.linkedin.com/in/llevesqueVideo Resources Lisa Levesque Mentioned in this EpisodeHelp with a vision statement: https://www.youtube.com/watch?v=dZShbB59giMHelp with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdcConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

In this episode of 'Inspire to Lead,' host Talia Mashiach interviews Rachel Book, the Chief People Officer at CheckAlt. Rachel shares her journey from growing up in Monsey, New York, to working for major corporations like AT&T and transitioning to a smaller, entrepreneurial environment. They discuss the balance and harmony between career and family life, the importance of picking a fulfilling career, and the role of empathy in leadership. Rachel also talks about her approach to HR, performance management, and the necessity of enjoying one's work. With anecdotes from her professional journey and insights into effective life management, Rachel provides a deeply inspiring and practical outlook on ambitious professional life for Jewish women.    00:00 Introduction to Inspire to Lead Podcast 00:29 Meet Rachel Book: From Monsey to Corporate America  02:28 Transitioning from Corporate to Entrepreneurial 07:43 Challenges and Rewards of HR in Small Companies 16:51 Rachel's Early Life and Family Background 21:21 Balancing Career and Family Life 27:30 Navigating the Mommy Wars and Societal Expectations 28:42 Balancing Family and Career  30:40 Permission to Enjoy Your Work 32:15 The Role of Women in Society 34:53 Finding the Right Balance  35:31 Communicating with Family 42:16 Support Systems and Letting Go 46:22 Personal Growth and Community Involvement 48:00 Purpose and Superpowers  50:41 Career Highlights and Advice 55:52 Final Thoughts and Encouragement   About Rachel: Rachel Book joined CheckAlt as Chief People Officer in January 2022, bringing over 20 years of HR and Talent Acquisition experience. She has held leadership roles at Stryker, Fidelity Investments, Bloomberg LP, and AT&T, where she led talent acquisition, diversity, equity, and inclusion initiatives. Recognized for her transformational leadership, Rachel uses data-driven strategies to enhance organizational performance, employer brand, employee engagement, and diversity. She has led White House-sponsored initiatives for veteran hiring and developed programs for women returning to the workforce. Rachel is a sought-after advisor, speaker, and has been featured in top publications like Entrepreneur.com, Thrive Global, and CNBC. Rachel holds a graduate degree in Industrial/Organizational Psychology from Harvard University and a Bachelor's in Psychology from Thomas Edison State University. She resides in Northern New Jersey with her husband and two teenage sons. https://theorg.com/org/checkalt/org-chart/rachel-book     Powered By Roth & Co The JWE For guest suggestions, please email Talia: podcast@thejwe.org

A lot of you have been asking: What are your favorite ETFs? And while I could just list them, that wouldn't be doing you any favors. In this episode, I'm breaking down exactly how to think about ETFs so you can make smarter investment choices for your unique financial situation.   We're going beyond just picking funds—I'm giving you a framework that helps you understand why certain ETFs make sense and why others don't (even if they work for someone else). I'll walk you through the key factors, from brokers and tax advantages to risk profiles and automation.   By the end of this episode, you won't just know my favorite ETFs—you'll know how to pick the right ones for you.   Key Talking Points of the Episode   00:00 Introduction 01:25 Why I don't just give a one-size-fits-all ETF answer 03:09 Financial education: The #1 key to smart investing 05:51 Understanding brokers: Vanguard, Fidelity, Schwab, and M1 Finance 08:41 How much risk should you actually take? 10:13 How to filter and select ETFs the right way 14:51 The importance of preparation in investing 16:42 My favorite ETFs and how I use them in different accounts   Quotables   “Financial advisors don't always have your best interests at heart. Many are just pushing paper to lock you into high-fee investments.”   “A good ETF choice isn't just about performance—it's about how it fits into your portfolio, your tax situation, and your goals.”   “Once you have a system in place and automate it, investing becomes effortless. That's the key to long-term success.”   Links   Brokerage Comparison Guides: Vanguard ETFs: https://investor.vanguard.com Fidelity Investments: https://www.fidelity.com Charles Schwab: https://www.schwab.com M1 Finance: https://www.m1finance.com   Budgetdog https://budgetdog.com https://budgetdogacademy.com/automated-investing-ioa-ot

Scott Wharton is a visionary entrepreneur and CEO making waves in the solar industry as the leader of Tandem PV, where he's developing solar cells that are about 30% more efficient than current market options. Previously, he spent eight years at Logitech as a general manager, revolutionizing how businesses use consumer tech for productivity and collaboration. Before that, he was the CEO of Vidtel, which was acquired by Fidelity Investments in 2013. A bold thinker and risk-taker, Scott is known for his leadership and innovation across industries. He holds an MBA from Yale and a bachelor's degree from Binghamton University.In this conversation, we discuss:How solar energy has become the cheapest and most scalable power source —and why most people haven't caught up to this reality.The breakthrough potential of perovskite solar cells and why they're set to replace silicon as the industry standard.Why the U.S. must invest in solar manufacturing – and how bringing production back from China strengthens energy security.The evolving synergy between solar and battery storage —how new advancements are making 24/7 renewable power a reality.Common myths about solar's limitations and why concerns about cost, reliability, and land use no longer hold up.Scott's journey from leading video conferencing at Logitech to revolutionizing the solar industry – and what motivated him to take on this challenge.Resources:Subscribe to the AI & The Future of Work Newsletter:  https://aiandwork.beehiiv.com/subscribe Connect with Scott Wharton on LinkedIn:  https://www.linkedin.com/in/scottwharton/AI fun fact article: https://www.cnbc.com/2024/11/23/data-centers-powering-ai-could-use-more-electricity-than-entire-cities.html On how AI can be used to provide fact-based impartial answers to scientific questions: https://www.buzzsprout.com/520474/episodes/11574063 

Investisseur et essayiste, David Baverez est un bon décrypteur des bouleversements économiques et sociétaux à l'œuvre en Chine, où il est expatrié depuis une quinzaine d'années. Diplômé d'HEC, il a fait ses armes dans la finance d'investissement au sein, notamment, de Fidelity Investments. Mais au début des années 2010, il opère un virage à 180° : convaincu que l'avenir se joue en Asie et plus particulièrement en Chine, il vend tous ses actifs en Europe et s'installe à Hong Kong, puis sur le continent chinois. Cette décision lui permet d'observer in situ l'essor d'un pays en pleine transformation, porté par l'urbanisation accélérée, l'innovation technologique et l'émergence d'une classe moyenne avide de consommation. Sa spécialité : déconstruire les idées reçues véhiculées en Europe sur cette puissance en gestation. Il nous éclaire ainsi sur les succès et les limites du modèle chinois : une croissance dopée par le numérique, un État omniprésent, un capitalisme piloté par le Parti et une société en quête de modernité sous contrôle. Il est l'auteur de plusieurs ouvrages dont. Génération Tonique (2015), qui met en avant la vitalité entrepreneuriale chinoise, Chine-Europe : le grand tournant (2021), et Bienvenue en Economie de Guerre (2024). Avec David Baverez, nous parlons de la guerre technologique sans pitié entre les Etats-Unis et la Chine, de la complexité de la relation entre les deux pays. Et de la place très inconfortable de l'Europe entre ces mastodontes. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Christine Thorpe, Institutional Portfolio Manager at Fidelity Investments, to discuss the critical role of core fixed income in insurance portfolios. Despite being the largest allocation for most insurers, core fixed income often takes a backseat to higher-yielding asset classes. Christine shares insights on sector positioning, duration management, and Fidelity's preference for rates over spreads in today's evolving market.   With Fidelity managing approximately $2 trillion in fixed income strategies, Christine also highlights the firm's team-based investment culture and how it helps drive consistent performance. She discusses how insurers can navigate shifting economic conditions, the importance of patience and diversification, and why thoughtful risk management is essential for long-term success. Whether you're deep in the fixed income space or looking to refine your approach, this episode is packed with valuable insights.

Jon Sneider, raised in Boston, began his marketing career selling Wave Radios for Bose and later earned an MBA while managing a $20-million sales team. At Digitas, he oversaw digital accounts for major brands like GM and Microsoft, leading to a 25-year career in advertising. After revamping fidelity.com at Fidelity Investments and directing campaigns at L.L. Bean and Microsoft, he joined Redfin to launch their first broadcast campaign. In 2017, he founded Wild Gravity, a multi-million-dollar company delivering creative content for global brands more efficiently, inspiring his book Hacking Advertising. Connect with Jon Sneider:Website: https://hackingadvertising.com/ LinkedIn: https://www.linkedin.com/in/sneider/ Instagram: https://www.instagram.com/jonsneider/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Tamsen Webster is the Founder and Chief Learning Officer at Message Design Institute, where she helps leaders craft compelling messages to foster large-scale change. With over 25 years of experience in persuasive message design, she is a renowned message strategist and keynote speaker. Tamsen is the author of two best-selling books: Find Your Red Thread and Say What They Can't Unhear. She has collaborated with major organizations, such as Harvard Medical School, Fidelity Investments, and Klaviyo, and serves as an Idea Strategist at TEDxNewEngland.  In this episode…  When strategic planning fails, it's often because organizations either overlook their core values or struggle to communicate their vision effectively. Many businesses approach strategy with a broad brainstorming phase, leading to unrealistic or misaligned initiatives. How can leaders align decisions with their organization's internal philosophy to catalyze intentional change?  According to message strategist Tamsen Webster, every decision follows an internal logic based on people's existing beliefs. To foster lasting change, leaders must communicate in a way that aligns with these existing perspectives. Tamsen explains how identity shapes decision-making and why brand messaging should reflect true values rather than aspirational statements. By recognizing patterns in decision-making and communicating strategically, businesses can create messages that resonate deeply with employees and customers. In this week's episode of the Up Arrow Podcast, William Harris hosts Tamsen Webster, the Founder and Chief Learning Officer at Message Design Institute, to explore the nine principles of lasting change and how to gain buy-in for organizational transformation. Tamsen shares examples of strategic messaging in renowned brands, how to balance two opposing beliefs, and how storytelling and intuitive messaging influence effective communication.

Laura Stone works with executives, teams, and high-potential leaders to increase their strategic and stakeholder impact, helping them achieve the careers and lives they desire.A partial list of her clients includes Danone, TJX, Bacardi, Unilever, CVS, Iron Mountain, IBM, Pfizer, Fidelity Investments, Toyota, and Kimberly-Clark.Laura is also the author of the Pocket Guide to Purpose Series. The third installment in the series, Team Purpose to Performance: The Catalytic Process for Legacy-Making Lasting Change, was released in January 2024.You can learn more about Laura and her work by visiting laurastone.com or binge-watch her valuable insights on TikTok: @LauraStoneLeadership.

Elon Musk zoekt investeringen in zijn platform X tegen een waardering van 44 miljard dollar, hetzelfde bedrag dat hij betaalde om Twitter in 2022 van de beurs te halen. Joe van Burik vertelt erover in deze Tech Update. X kan nieuwe investeringen gebruiken, meent Musk - op basis van gesprekken die daarover gevoerd worden, zo melden bronnen aan Bloomberg. Het is de eerste keer dat daarover gesproken wordt sinds Musk die miljarden bij onder meer banken ophaalde om Twitter van de beurs te halen. De vraag is of X uberhaupt nog wel 44 miljard dollar waard zou zijn: Fidelity Investments, één van de medebetalers in 2022, schreef onlangs zo'n 70 procent van de waarde in hun aandeel af. Verder in deze Tech Update: Sony PlayStation krijgt een massaclaim aan de broek vanuit Nederland: Stichting Massaschade & Consument eist dat de rechter iets doet tegen 'misbruik van de marktpositie' op het gebied van digitale games verkopen Humane, het bedrijf achter de veelbelovende maar geflopte AI Pin, is voor 116 miljoen dollar overgenomen door pc-maker HP See omnystudio.com/listener for privacy information.

When we have information to give, the communication doesn't start and end with just one email, announcement, or conversation. Effective communication is more than just the info you deliver, or the words you say. It requires empathy. This is a note for anyone needing to communicate strategic shifts, return-to-work policies, performance expectations, or even layoffs.Tamsen Webster and I discuss why her work is driven by her desire to only do things once! How the risk of change belongs with the person or organization asking for it, how to understand the why behind how people approach change, and the first step in building buy-in that most people skip. She shares why leveraging pain is almost always guaranteed to fail long-term and how it's almost always possible to find common ground (and if it's not, to have a way to identify those differences clearly and without judgment). To access the episode transcript, please search for the episode title at www.TheEmpathyEdge.comKey Takeaways:Every decision has a story. Every action or change we decide on has won the argument even if it is only internal.It is important to understand the story, the heart of the message, surrounding the conversations about change.Pain is the ally of quick action, but a brain in pain is not a rational brain. Once rationality is resumed, those decisions are often reconsidered.If people don't understand what you're saying it doesn't matter how powerful or important what you are saying is. "Anchor the outcome of the change in something that you fully acknowledge and you share with the person that you're talking to." — Tamsen Webster Episode References:Tamsen Website: Why Great Stories Are Empathy MachinesDia Bondi: How to Ask Like An AuctioneerSarah R. Moore: It's Possible to Parent AND Lead without Punishment- the Brain Science Behind ItFrom Our Partner:SparkEffect partners with organizations to unlock the full potential of their greatest asset: their people. Through their tailored assessments and expert coaching at every level, SparkEffect helps organizations manage change, sustain growth, and chart a path to a brighter future.Go to sparkeffect.com/edge now and download your complimentary Professional and Organizational Alignment Review today.About Tamsen Webster, Message Designer and Author, Say What They Can't UnhearPart message designer, part English-to-English translator, part magpie, Tamsen Webster helps leaders craft their case for large-scale change. In addition to her work in and for major organizations such as Harvard Medical School, Fidelity Investments, and Klaviyo, she's a judge and mentor for the Harvard Innovation Labs, a professional advisor at the Martin Trust Center for MIT Entrepreneurship, and has spent over 10 years as the Idea Strategist for one of only nine legacy-level TEDx events in the world. She was named to the Thinkers50 Radar in 2022 and is the author of two books, Find Your Red Thread: Make Your Big Ideas Irresistible and Say What They Can't Unhear: The 9 Principles of Lasting Change. She lives in Boston with her husband, two sons, and two brindle Greyhounds, Hazel and Walnut.Connect with Tamsen: Website: messagedesigninstitute.comBook: Say What They Can't UnhearLinkedIn: linkedin.com/in/tamsenwebsterFREE RESOURCE: The Compact Case, designed to help people apply the principles of Say What They Can't Unhear to their own case for change. thecompactcase.com.Connect with Maria:Get the podcast and book: TheEmpathyEdge.comLearn more about Maria and her work: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossTake my LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaX: @redsliceFacebook: Red SliceThreads: @redslicemariaWe would love to get your thoughts on the show! Please click https://bit.ly/edge-feedback to take this 5-minute survey, thanks!

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Bitcoin's plunge to $93,224 triggered a massive $483M liquidation cascade, with Ethereum taking the biggest hit at $86M. But smart money isn't running scared - major buyers are stepping in with bids at $92-93K levels, while Fidelity Investments signals bullish sentiment heading into 2025's potential inflation wave. Meanwhile, crypto powerhouse A16z is betting big on the future, launching a Spring 2025 accelerator program offering minimum $500K investments to promising startups. Despite short-term bearish signals from notable traders Bluntz and Rekt, who eye a possible dip to $90K, Real Vision's Jamie Coutts remains optimistic about Bitcoin's six-month trajectory, citing upcoming Fed rate cuts and increasing interest from high-net-worth investors.

Make 2025 your year! Free 2-part Workshop to build 3 new habits January 3 and 10th  – 12 Noon Eastern – 1 hour via Zoom Sign Up here _________________________ While we focus on the non-financial aspects of retirement here, your money clearly matters. With a new year around the corner we check back in with economist Larry Kotlikoff, author of Money Magic: An Economist's Secrets to More Money,Less Risk and a Better Life, for his views on what may lie ahead, common mistakes to avoid with Social Security, how you can Maximize (Your) Social Security, why Roth IRA conversions make sense for many people and his retirement planning software MaxiFi. Larry Kotlikoff joins us from Rhode Island. _________________________ Bio Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., a company specializing in financial planning software, a Research Associate of the Gaidar Institute, and a Research Fellow of the Goodman Institute. Kotlikoff is also a New York Times Best Selling author. The Economist Magazine ranked Kotlikoff one of the world's 25 most influential economists. Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977. From 1977 through 1983, Kotlikoff served on the faculties of economics of the University of California, Los Angeles and Yale University. In 1981-82 Professor Kotlikoff was a Senior Economist with the President's Council of Economic Advisers. Professor Kotlikoff's writings and research address personal finance, inequality, taxation, Social Security, climate change, investing, healthcare, deficits, and insurance. Professor Kotlikoff is author or co-author of 20 books, hundreds of professional journal articles, and a multitude of op eds and blogs. His most recent books are Money Magic: An Economist's Secrets to More Money,Less Risk and a Better Life, You're Hired, Get What's Yours – the Revised Secrets to Maxing Out Your Social Security (a NY Times Best Seller co-authored with Philip Moeller and Paul Solman), The Clash of Generations (co-authored with Scott Burns), The Economic Consequences of the Vickers Commission, Jimmy Stewart Is Dead, Spend ‘Til the End, (co-authored with Scott Burns), Generational Policy (MIT Press), The Healthcare Fix, and The Coming Generational Storm (co-authored with Scott Burns). Kotlikoff's columns have appeared in The NY Times, The Wall Street Journal, The Washington Post, The Hill, The Financial Times, The Times of London, Forbes, CBNC, Bloomberg, PBS NewsHour, The Dallas News, Neue Zürcher Zeitung, the Seattle Times, Vox, Fortune, Seeking Alpha, Yahoo.com, VoxEU, Huffington Post, and other leading media. Kotlikoff has served as a consultant to the Federal Reserve, the International Monetary Fund, the World Bank, the Harvard Institute for International Development, the Organization for Economic Cooperation and Development, the Swedish Ministry of Finance, the Norwegian Ministry of Finance, the Bank of Italy, the Bank of Japan, the Bank of England, the Government of Russia, the Government of Ukraine, the Government of Bolivia, the Government of Bulgaria, the Treasury of New Zealand, the Office of Management and Budget, the U.S. Department of Education, the U.S. Department of Labor, the Joint Committee on Taxation, The Commonwealth of Massachusetts, The American Council of Life Insurance, Merrill Lynch, Fidelity Investments, AT&T, AON Corp., and other major U.S. corporations. Kotlikoff has provided expert testimony on numerous occasions to committees of Congress including the Senate Finance Committee, the Senate Budget Committee, the House Ways and Means Committee,

Welcome to episode #964 of Six Pixels of Separation - The ThinkersOne Podcast. Tamsen Webster is an expert of messaging and an architect of transformative communication. Over her 25-year career, Tamsen has helped leaders, from Harvard Medical School to Fidelity Investments, craft messages that don't just resonate - they stick, long after the words are spoken. Her latest book, Say What They Can't Unhear - The 9 Principles of Lasting Change (she is also the author of Find Your Red Thread), is a guide to creating messages so compelling, they can't be ignored. In our conversation, we explored her fresh take on persuasion, focusing on building understanding before asking for agreement - a concept so simple yet often overlooked. Tamsen revealed why storytelling still works (hint: our brains are wired for it) but also why it sometimes fails, especially when the story doesn't align with the audience's core beliefs. Her approach, rooted in science and steeped in empathy, pushes us to find common ground - not by oversimplifying the message, but by connecting with deeply held truths. Our dialogue covered everything from the evolution of storytelling to the resurgence of Socratic discourse in modern conversations, and even how polarization impacts how we communicate. But what struck me most was her ability to balance the rational with the emotional, showing that truly effective messaging requires both. Tamsen's insights go beyond the typical “problem-solution” framework, offering a model that encourages dialogue, understanding, and long-term engagement. If you've ever struggled to present a big idea or faced resistance when trying to spark change, this episode is a masterclass in how to say what others can't unhear. Enjoy the conversation... Running time: 1:07:50. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. Check out ThinkersOne. or you can connect on LinkedIn. ...or on Twitter. Here is my conversation with Tamsen Webster. Say What They Can't Unhear - The 9 Principles of Lasting Change. Find Your Red Thread. Message Design Institute. Follow Tamsen on X. Follow Tamsen on Instagram. Follow Tamsen on LinkedIn. This week's music: David Usher 'St. Lawrence River'. Chapters: (00:00) - Introduction to Tamsen Webster and Her Work. (01:53) - The Evolution of Storytelling. (05:36) - Understanding the Structure of Stories. (07:59) - Why Stories Sometimes Fail. (10:06) - The Impact of Polarization on Storytelling. (12:25) - Beliefs and Their Role in Storytelling. (17:54) - Finding Common Ground in Communication. (20:35) - The Importance of Understanding in Persuasion. (24:56) - Permission Persuasion: A New Approach. (26:55) - Character Development in Storytelling. (30:48) - The Shift in Storytelling Techniques. (35:43) - Excavating Beliefs for Better Communication. (37:50) - Understanding Cause and Effect in Communication. (40:00) - The Challenge of New Ideas in a Saturated Market. (42:59) - The Importance of Long-Term Engagement. (45:53) - Exploring the Depth of Storytelling. (48:51) - The Return of Socratic Discourse. (53:09) - Bridging the Gap Between Rational and Emotional Understanding.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

In this episode of the InsuranceAUM.com Podcast, our host Stewart Foley, CFA, dives into the fascinating world of quantitative methods in insurance asset management with experts from Principal Asset Management, StepStone Group, and Fidelity Investments. Together, they explore how data-driven strategies are transforming portfolio construction, risk assessment, and liquidity management in private markets. From understanding how quants develop models to navigating the unique challenges of private markets, this episode delivers actionable insights for institutional investors.   Learn how quantitative approaches help identify opportunities, mitigate risks, and drive smarter investment decisions. Whether you're curious about how quants build tailored solutions or the latest trends in private real estate and equity, this conversation is packed with expert perspectives and practical knowledge for today's insurance asset managers.

Dr. Jeff Venables is a veteran South Carolina Chemistry teacher whose advocacy led his district to add Aspire, Fidelity and Vanguard to their 403(b) lineup. But he's not done there. He's now lobbying state legislators.  Jeff's District TL; DR Finanical Literacy for Employees of South Carolina Public Schools Karl Fisch State Books for Educators Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b) Meridian Wealth Management 403bwise.org Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

I have waited a long time for the right guest, at the right time, to dive into emerging markets.  Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments.  This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund.  Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of. This interview is not to be missed.  We cover why active management in the emerging markets space, the importance of concentrating in this environment, valuations, growth opportunities, and, of course, China.  I am so proud and honored to bring you this podcast.  So, tune in and enjoy your commute, your walk, or your workout. As always, you can reach out to me at Frontier Asset Management if this spurs any questions or warrants further discussion.

In this episode, Rob sits down with Ger McMahon, Head of ALM Tools and Platforms at Fidelity Investments, to explore the unique challenges of delivering software rapidly in a large enterprise. They dive into strategies for fostering innovation and effectively sharing ideas across diverse teams within the organization.Ger highlights the delicate balance between building internal tools and creating customer-facing applications, emphasizing the critical role of keeping the customer at the center of decision-making. He also shares insights into why Fidelity prioritizes being a "technology company that delivers financial services," and how that mindset shapes their approach to software development.Whether you're part of a large organization or navigating the complexities of enterprise software delivery, this episode offers valuable perspectives and actionable ideas.Have a guest suggestion? Connect with us on X at @CircleCI!

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

In this episode of The Tech Trek, host Amir sits down with Shawn Stewart, VP of Engineering at Apartment List, to unpack the complex dynamics between individual contributors (ICs) and managers. Shawn offers a deep dive into career progression, fostering growth, and building aligned high-performing teams. This episode is packed with actionable insights for ICs and managers striving to improve their professional relationships, promote effectively, and maintain team cohesion. Episode Highlights: Understanding Manager-IC Dynamics (00:10) Shawn explains the nuances of the relationship between ICs and managers, highlighting mutual responsibilities for growth and success. Career Progression and Managerial Roles (01:41) Managers play a crucial role in shaping the career paths of their team members. Shawn delves into how managers can act as career enablers, providing guidance, feedback, and opportunities. Challenges in Manager-IC Relationships (03:59) Navigating conflicts, differing goals, and maintaining alignment between ICs and managers is key to a harmonious workplace. Importance of Calibration and Objective Evaluations (10:45) Shawn emphasizes the need for managers to calibrate team performance and conduct objective evaluations to avoid bias and ensure fairness. Promotion and Growth Strategies (16:52) Shawn shares strategies for promoting ICs effectively and highlights the importance of setting clear growth paths and expectations. Actionable Advice for Managers and ICs (20:58) Practical tips for managers to build trust and lead with empathy, and for ICs to communicate effectively and take ownership of their growth. Key Takeaways: Manager-IC Relationships Are a Two-Way Street Both parties must invest in understanding, trust, and open communication to thrive. Managers Are Career Enablers Their primary role is to align team goals with individual aspirations while providing mentorship and support. Calibration Ensures Objectivity Regular alignment on evaluations helps maintain fairness and prevents biases in promotions and feedback. Career Growth Requires Deliberate Effort Both ICs and managers must plan and execute career development strategies actively. Tune in to hear Shawn's expert insights and practical advice for navigating the challenges of the modern workplace. Don't forget to like, subscribe, and share this episode with your network! Shawn Stewart is a seasoned software engineer and entrepreneur with a track record of innovation and success. He began his career running his own software business and contributing to multiple startups with successful exits. As a software engineer at Sportline.com, later acquired by CBS to become CBSSports.com, Shawn earned over 15 software patents and contributed to major platforms like NFL.com, MLB.com, and the Emmy-winning March Madness on Demand. He has since led critical development initiatives at Fidelity Investments, LinkedIn, Ultimate Software, and Gusto. Currently, Shawn leads engineering at Apartment List, leveraging machine learning and generative AI to revolutionize the renter experience.LinkedIn: https://www.linkedin.com/in/irietek/ ---- Thank you so much for checking out this episode of The Tech Trek. We would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

With an observability strategy, businesses can quickly cut through the noise to see key actionable insights. In this episode of The Main Scoop, Greg Lotko and Daniel Newman are joined by Brett Dawson, Principal Mainframe OS Systems Programmer at Fidelity Investments, to discuss observability and how it fits in with AI and hybrid IT strategies.

Ep. 208: Football fields and marathon trails shaped this executive's approach to discipline, teamwork, and maintaining a competitive edge. These lessons became the foundation of his leadership at Coca-Cola, United Airlines, and now in his roles on the Board of Directors for Salesforce, CBRE, Archer, Fidelity Investments, and Televisa Univision. Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights.  Links mentioned in today's episode: Order Oscar's book here - Turnaround Time: Uniting an Airline and Its Employees in the Friendly Skies https://a.co/d/40EqEA8 Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/  Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness.  Special thanks to Allie Karlinsky and Dillon McDonald for making this episode possible 

In this episode, I am talking with the amazing Tamsen Webster.   Part message designer, part English-to-English translator, part magpie, Tamsen helps leaders craft their case for large-scale change. In addition to her work in and for major organizations such as Harvard Medical School, Fidelity Investments, and Klaviyo, she's a judge and mentor for the Harvard Innovation Labs, a professional advisor at the Martin Trust Center for MIT Entrepreneurship, and has spent over 10 years as the Idea Strategist for one of only nine legacy-level TEDx events in the world.    She was named to the Thinkers50 Radar in 2022 and is the author of two books, Find Your Red Thread: Make Your Big Ideas Irresistible and Say What They Can't Unhear: The 9 Principles of Lasting Change.    Tamsen was one of my first guests on The Big Talk, way back in Episode 21. I will never forget her graciousness and clarity. She added so much value and vulnerability for our community, and I am super excited to welcome her back today!    In this episode, we'll explore: What happened when she overcame a 17-year struggle with a panic disorder How her new book Say What They Can't Unhear addresses gaps in advice about creating lasting transformational change Why she believes transformational change doesn't have to be a struggle and the way you can achieve it Her current favorites: Book: The Notebooks of Lazarus Long, Speaker: Sally Hogshead, and Podcast: Taboo Science More from Tamsen Webster   Her first appearance on The Big Talk podcast in Episode 21 Her free gift to our listeners, The Compact Case Her new book, Say What They Can't Unhear: The 9 Principles of Lasting Change Website: https://tamsenwebster.com/  Facebook: https://www.facebook.com/TamsenWebster/  LinkedIn: https://www.linkedin.com/in/tamsenwebster  Instagram: https://www.instagram.com/tamsenwebster/  More from Tricia    Join my Free Transformational Masterclass for Speakers  Explore my content and follow me on YouTube Follow me on Instagram  Connect with me on Facebook  Connect with me on LinkedIn  Visit my website at TriciaBrouk.com 

In this episode of Fail Faster we talk to Todd James. As Chief Data & Technology Officer at 84.51°, Todd oversees all technology functions and enterprise capabilities, including product and design, engineering, data science, and consumer research. He drives digital transformation, enhancing 84.51°'s robust data, science, and technology assets to support sustained growth. Within Kroger, Todd is accountable for setting and advancing the enterprise data and AI agenda to maximize the impact of Kroger's data and analytics. With 15 years at Fidelity Investments, he has led global data and analytics initiatives and AI-driven operational modernization. Todd is a board member for CDO Magazine, GS1, and other advisory organizations, holding degrees in mathematics, computer science, and an MBA.

Kelby Meyers is the CEO and founder of Nestimate, Inc., focused on driving financial security for retirees. With over a decade in financial services, specializing in insurance and annuity products, he founded Nestimate in 2022 to empower advisors with retirement income solutions. Previously, he was an independent financial representative at Ohio National Financial Services, earning recognition on the Wall of Fame and the Executive Council.Kelby holds a degree in Economics from the University of Nebraska and is an Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor. Living in Lincoln, Nebraska, with his family and their goldendoodle, he enjoys staying active, golfing, and mentoring other entrepreneurs.Josh Anderson is the COO of Nestimate Inc, focusing on strategic initiatives, innovation, product development, and fiduciary services. Before joining Nestimate in 2024, he was the VP, Strategic Account & Innovation Director at Franklin Templeton, leading strategic projects for workplace retirement plans. He previously worked in Raymond James's Institutional Fiduciary Solutions group and at Fidelity Investments.Josh holds a BS in Applied Economics from Florida State University and is a CFA Charter holder. He lives in St. Petersburg, FL, with his wife and two daughters.In this episode, Eric, Kelby Meyers, and Josh Anderson discuss:Differentiating services and delivering value Managing longevity risk through income solutions Educating plan sponsors on guaranteed income options Implementing a repeatable process Key Takeaways:Introduce retirement income analytics to clients to differentiate services and deliver additional value beyond plan enrollment. Utilize external resources for guidance on Secure 2.0 and retirement income planning.Offering a retirement income solution helps participants manage longevity risk, increase potential spending, reduce volatility, retain assets, and lower recordkeeping fees while providing a pension-like experience without the downsides of a defined benefit plan.Present retirement income solutions during plan proposals to win business and educate plan sponsors on guaranteed income options.Implement a repeatable, documented process to evaluate retirement income solutions efficiently, provide a framework for plan fiduciaries to prudently select appropriate options tailored to plan demographics, and document the analysis for fiduciary files.“Number one, you can hedge longevity risk. Number two, it can increase potential spending for a retiree so it gives them an extra layer of confidence as they approach and enter those retirement years. And then lastly, it reduces volatility, giving participants peace of mind as they near and enter retirement, to know what they have is going to be there.” - Kelby Meyers Connect with Kelby Meyers and Josh Anderson:Website: https://www.mynestimate.com/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Bill McClay, CFA, portfolio manager at Fidelity Investments, to explore the evolving landscape of high-yield real estate lending. With banks pulling back and a significant volume of commercial real estate debt maturing over the next three years, Bill shares how private lenders are stepping up to fill the gap. He provides an in-depth look at Fidelity's real estate platform, their approach to navigating current market challenges, and the opportunities for investors in middle-market lending.   From bridge loans to construction financing and gap funding, Bill explains how Fidelity has positioned itself to address a supply-demand imbalance in commercial real estate debt. This episode offers valuable insights into the dynamics of property types, regional bank exposure, and the role of private capital in shaping the future of high-yield real estate lending.

Karen Read, charged twice in the death of Boston Police Officer John O'Keefe, has opened up about her ongoing legal battle, strained personal life, and unyielding quest for justice in an interview with *Vanity Fair*. Speaking to reporter Julie Miller, who was granted unrestricted access, Read shared insights into her life since O'Keefe's death and the impact of her highly publicized case. In what Vanity Fair described as a series of candid, in-home interviews, Read, 44, invited Miller to her former Mansfield residence in August. Read opened up about her relationship with O'Keefe, her pending retrial, and the toll her legal battles have taken. Miller reported that Read, who has been staying with family and friends, chose her previous home as the setting for the interviews. She was joined by a volunteer security guard, described by Miller as someone “who looks like John Cena and has a license to carry.” Facing an uncertain future, Read has prepared for the possibility of another arrest, keeping a Ziploc “go bag” on hand with essentials: Advil, melatonin, a toothbrush and toothpaste, a hairbrush, lipstick, and foundation, as well as her lawyer's phone number. “I'm not backing down now,” Read told Vanity Fair, despite the looming prospect of a life sentence if convicted. According to Read, she won't entertain the idea of a plea deal, even under the risk of severe penalties. “As scary as a potential conviction is, I will go to jail for something I didn't do before I plea out. I will never give them that win.” Read, a former Fidelity Investments analyst and Bentley University finance professor, has assembled a team of criminal defense attorneys, but the cost of her legal defense has been steep. She has sold her home to offset expenses and is now living off the remains of her 401(k), accruing more than $5 million in legal fees. “If I can get the entire truth of this case out in the public forum, that, to me, is priceless,” she said. At the core of her defense are allegations that O'Keefe, her boyfriend of two years, was the victim of a violent cover-up involving other Boston police officers. Prosecutors argue that Read deliberately ran him over in her SUV after an evening out on January 29, 2022, a claim her defense refutes, asserting that O'Keefe was beaten by others. In July, her case resulted in a mistrial, and her legal team has appealed to Massachusetts' Supreme Judicial Court to dismiss two of the charges ahead of a scheduled retrial in January. Reflecting on her relationship with O'Keefe, Read described challenges in their dynamic, with disagreements over his role as a disciplinarian for his niece and nephew, who lived with him. According to Read, O'Keefe struggled to mourn his late sister, the children's mother, and remained hesitant about seeking therapy. “I think that's part of his stock,” Read told Vanity Fair, “this Irish Catholic, south-of-Boston, rub-some-dirt-on-it, drink-through-your-problems mindset.” In detailing the night of O'Keefe's death, Read recalled attending a gathering at the Waterfall Bar & Grille in Canton, after which she and O'Keefe joined others at an afterparty. Feeling uneasy upon arrival, she sent O'Keefe inside, only to leave after he didn't return. She admitted to a fleeting thought that he might be “screwing around,” explaining, “I didn't think he was physically incapacitated.” She left him multiple voicemails before heading home. Prosecutors, who highlight Read's flirty exchanges with O'Keefe's acquaintance Brian Higgins, argue that these interactions hint at motives for the crime. In response, Read openly admitted to seeking validation from Higgins. “I knew Higgins found me attractive,” she said, “It helped me emotionally validate myself, which is embarrassing to admit.” Amid the stress of her case, Read has remained steadfast about her innocence. Addressing rumors that she implicated herself in texts, she explained to Vanity Fair that she and her attorney, David Yannetti, only began communicating after police seized her phone. She said she initially told her parents, “If I did anything in any way, I'll pay my dues. That's how this should work. I want to know the truth — good, bad, ugly.” Read's retrial is set to bring her story back into the public eye, with high stakes and public scrutiny on both her legal and personal lives. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, The Menendez Brothers: Quest For Justice, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com

Karen Read, charged twice in the death of Boston Police Officer John O'Keefe, has opened up about her ongoing legal battle, strained personal life, and unyielding quest for justice in an interview with *Vanity Fair*. Speaking to reporter Julie Miller, who was granted unrestricted access, Read shared insights into her life since O'Keefe's death and the impact of her highly publicized case. In what Vanity Fair described as a series of candid, in-home interviews, Read, 44, invited Miller to her former Mansfield residence in August. Read opened up about her relationship with O'Keefe, her pending retrial, and the toll her legal battles have taken. Miller reported that Read, who has been staying with family and friends, chose her previous home as the setting for the interviews. She was joined by a volunteer security guard, described by Miller as someone “who looks like John Cena and has a license to carry.” Facing an uncertain future, Read has prepared for the possibility of another arrest, keeping a Ziploc “go bag” on hand with essentials: Advil, melatonin, a toothbrush and toothpaste, a hairbrush, lipstick, and foundation, as well as her lawyer's phone number. “I'm not backing down now,” Read told Vanity Fair, despite the looming prospect of a life sentence if convicted. According to Read, she won't entertain the idea of a plea deal, even under the risk of severe penalties. “As scary as a potential conviction is, I will go to jail for something I didn't do before I plea out. I will never give them that win.” Read, a former Fidelity Investments analyst and Bentley University finance professor, has assembled a team of criminal defense attorneys, but the cost of her legal defense has been steep. She has sold her home to offset expenses and is now living off the remains of her 401(k), accruing more than $5 million in legal fees. “If I can get the entire truth of this case out in the public forum, that, to me, is priceless,” she said. At the core of her defense are allegations that O'Keefe, her boyfriend of two years, was the victim of a violent cover-up involving other Boston police officers. Prosecutors argue that Read deliberately ran him over in her SUV after an evening out on January 29, 2022, a claim her defense refutes, asserting that O'Keefe was beaten by others. In July, her case resulted in a mistrial, and her legal team has appealed to Massachusetts' Supreme Judicial Court to dismiss two of the charges ahead of a scheduled retrial in January. Reflecting on her relationship with O'Keefe, Read described challenges in their dynamic, with disagreements over his role as a disciplinarian for his niece and nephew, who lived with him. According to Read, O'Keefe struggled to mourn his late sister, the children's mother, and remained hesitant about seeking therapy. “I think that's part of his stock,” Read told Vanity Fair, “this Irish Catholic, south-of-Boston, rub-some-dirt-on-it, drink-through-your-problems mindset.” In detailing the night of O'Keefe's death, Read recalled attending a gathering at the Waterfall Bar & Grille in Canton, after which she and O'Keefe joined others at an afterparty. Feeling uneasy upon arrival, she sent O'Keefe inside, only to leave after he didn't return. She admitted to a fleeting thought that he might be “screwing around,” explaining, “I didn't think he was physically incapacitated.” She left him multiple voicemails before heading home. Prosecutors, who highlight Read's flirty exchanges with O'Keefe's acquaintance Brian Higgins, argue that these interactions hint at motives for the crime. In response, Read openly admitted to seeking validation from Higgins. “I knew Higgins found me attractive,” she said, “It helped me emotionally validate myself, which is embarrassing to admit.” Amid the stress of her case, Read has remained steadfast about her innocence. Addressing rumors that she implicated herself in texts, she explained to Vanity Fair that she and her attorney, David Yannetti, only began communicating after police seized her phone. She said she initially told her parents, “If I did anything in any way, I'll pay my dues. That's how this should work. I want to know the truth — good, bad, ugly.” Read's retrial is set to bring her story back into the public eye, with high stakes and public scrutiny on both her legal and personal lives. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, The Menendez Brothers: Quest For Justice, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com

In this episode of "Screaming in the Cloud," we're making sure things are nice and secure thanks to Ryan Nolette, Senior Security Engineer at AWS Outreach. As a part of the Outreach team, he's responsible for making everyone understand the nuances of AWS's Vulnerability Disclosure Program. Corey and Ryan explore the intricacies of AWS's approach to security, including the emphasis on communication with researchers. You'll also get an overview of what goes into Vulnerability Disclosure Programs and how it courts security researchers over “security researchers.” If there's anything you can take away from this episode, it's that Ryan takes great pride in AWS's commitment to transparency and collaboration when it comes to resolving potential security flaws.Show Highlights(0:00) Intro(0:38) Blackblaze sponsor read(1:06) The role of AWS' security team outreach group(2:21) The nuance of the Vulnerability Disclosure Program(4:05) Will the VDP program replace human interactions(10:08) Response disclosure vs. coordinated disclosure(15:26) The high-quality communication of  the AWS security team(17:33) Gitpod sponsor read(18:45) Security researchers vs. "security researchers"(25:54) What's next for the VDP Program?(29:26) Avoiding "security by obscurity"(32:08) Being intentional with security messaging(36:16) Where you can find more from RyanAbout Ryan NoletteRyan is AWS's Senior Security Engineer for the Outreach Team and CoAuthor of AWS Detective. He has previously held a variety of roles including threat research, incident response consulting, and every level of security operations. With almost 2 decades in the infosec field, Ryan has been on the development and operations side of companies such as Postman, Sqrrl, Carbon Black, Crossbeam Systems, SecureWorks and Fidelity Investments. Ryan has been an active speaker and writer on threat hunting and endpoint securityLinksAWS VDP on HackerOne: hackerone.com/aws_vdpAWS VDP inbox: aws-security@amazon.comLinkedIn: www.linkedin.com/in/cloudy-with-a-chance-of-securityAWS Vulnerability Reporting site: https://aws.amazon.com/security/vulnerability-reporting/Give your feedback on the recently expanded VDP program: https://pulse.aws/survey/MOOFGRLMSponsorsBackblaze: https://www.backblaze.com/Gitpod: gitpod.io

In this episode of the self-employed life, I had the great pleasure of speaking with the author of Say What They Can't Unhear: The 9 Principles of Lasting Change and a third time repeating guest, Tamsen Webster. In this episode, we discuss the importance of having a change in thinking, as well as how to make change possible. Tamsen shares valuable insight on the most effective ways to maximize change. Her insights include how to bridge the gaps, how to view clients, and much more.  Part message designer, part English-to-English translator, part magpie, Tamsen Webster helps leaders craft their case for large-scale change. In addition to her work in and for major organizations such as Harvard Medical School, Fidelity Investments, and Klaviyo, she's a judge and mentor for the Harvard Innovation Labs, a professional advisor at the Martin Trust Center for MIT Entrepreneurship, and has spent over 10 years as the Idea Strategist for one of only nine legacy- level TEDx events in the world. She was named to the Thinkers50 Radar in 2022 and is the author of two books, Find Your Red Thread: Make Your Big Ideas Irresistible and Say What They Can't Unhear: The 9 Principles of Lasting Change. She lives in Boston with her husband, two sons, and two brindle Greyhounds, Hazel and Walnut.  Guest Contact – Book - Say What They Can't Unhear: The 9 Principles of Lasting Change The Compact Case - free resource to help you implement the principles of the book Contact Jeffrey – SelfEmployedNewsletter.com JeffreyShaw.com Books by Jeffrey Shaw Business Coaching for Entrepreneurs Watch my TEDx LincolnSquare video and please share! Valuable Resources – The Self-Employed Business Institute You know you're really good at what you do. You're talented, you have a skill set. The problem is you're probably in a field where there is no business education. This is common amongst self-employed people! And, there's no business education out there for us! You also know that being self-employed is unique and you need better strategies, coaching, support, and accountability. The Self-Employed Business Institute, a five-month online education is exactly what you need. Check it out! Take The Self-Employed Assessment! Ever feel like you're all over the place? Or frustrated it seems like you have everything you need for your business success but it's somehow not coming together? Take this short quiz to discover the biggest hidden gap that's keeping you from having a thriving Self-Employed Ecosystem. You'll find out what part of your business needs attention and you'll also get a few laser-focused insights to help you start closing that gap. Have Your Website Brand Message Reviewed! Is your website speaking the right LINGO of your ideal customers? Having reviewed hundreds of websites, I can tell you 98% of websites are not. Fill out the simple LINGO Review application and I'll take a look at your website. I'll email you a few suggestions to improve your brand message to attract more of your ideal customers. Fill out the application today and let's get your business speaking the right LINGO! Host Jeffrey Shaw is a Small Business Consultant, Brand Management Consultant, Business Coach for Entrepreneurs, Keynote Speaker, TEDx Speaker and author of LINGO and The Self Employed Life (May 2021). Supporting self-employed business owners with business and personal development strategies they need to create sustainable success.

The Internet Archive gets breached and DDoSed. Dutch police arrest the alleged proprietors of an illicit online market. Fidelity Investments confirms a data breach. Marriott settles for $52 million over a multi-year data breach. Critical updates from Mozilla, FortiNet, Palo Alto Networks, VMWare, and Apple. Mongolian Skimmer targets Magento installations. On our Industry Voices segment, we speak with Ben April, Chief Technology Officer at Maltego Technologies GMBH, about "Overcoming information overload: Challenges in social media investigations." Bankruptcy pulls back the curtain on a data brokerage firm.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On our Industry Voices segment, we speak with Ben April, Chief Technology Officer at Maltego Technologies GMBH, about "Overcoming information overload: Challenges in social media investigations."  Selected Reading Internet Archive Breach Exposes 31 Million Users (WIRED) Dutch cops reveal takedown of 'largest dark web market'  Fidelity says data breach exposed personal data of 77,000 customers (TechCrunch) Marriott Agrees $52m Settlement for Massive Data Breach (Infosecurity Magazine) Mozilla releases patches for actively exploited Firefox bug (The Register) CISA says critical Fortinet RCE flaw now exploited in attacks (Bleeping Computer) Palo Alto Warns of Critical Flaw That Let Attackers Takeover Firewalls (Cyber Security News) VMware NSX Vulnerabilities Allow Hackers To Execute Arbitrary Commands (Cyber Security News) iTunes Local Privilege Escalation (CVE-2024-44193) Vulnerability Analysis and Exploitation (CYFIRMA)  The Mongolian Skimmer (Jscrambler) National Public Data files for bankruptcy after info leak (The Register) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

"Every time we make a decision, it is the conclusion of a story that we have built in our minds unconsciously about why that decision does or doesn't make sense."One of the most rewarding parts of being a professional speaker is the feeling of making a difference — the idea that the message you have to share can create real change with your audience. But how do you actually make that happen?Tamsen Webster knows a thing or two about creating an effective message. As the Idea Strategist one of only nine legacy-level TEDx events in the world who has worked for organizations like Harvard Medical School, Fidelity Investments, and Klaviyo, Tamsen has decades of experience in helping speakers develop their message.This week, Tamsen is here to break down how aligning your message with the audience's existing beliefs and desires is the most effective way to create lasting change. If you're ready to make an impact from the stage, this is an episode you can't afford to miss!You'll learn:How to simplify complex ideasWhy storytelling is so powerfulHow to build the "compact case" for your messageThe 7 principles of creating lasting changeHow to harness the "curiosity curve" in your talkHow to turn your basic idea into a finished speech And much, much more!"Lots of people like to quote Maya Angelou — 'They're going to remember how you made them feel.' But wouldn't it be even better if they also remembered what you said in addition to what you made them feel?"Episode Resources:The Compact CaseSay What They Can't Unhear BookEpisode 132 with TamsenEpisode 358 with TamsenGet Free Speaker ResourcesBook a Call with The Speaker LabCalculate Your Speaking FeeJoin The Speaker Lab Community on FacebookSubscribe on Apple PodcastsSubscribe on SpotifySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.