Podcasts about finance specialist

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Best podcasts about finance specialist

Latest podcast episodes about finance specialist

Mortgage Business Uncut
Finance Specialist: The lucrative opportunity of SME diversification

Mortgage Business Uncut

Play Episode Listen Later Sep 9, 2025 17:47


In a competitive market, the true mark of a successful broker isn't just the number of loans settled – it's the strength and depth of their client relationships. While the residential mortgage will always be vital, the most progressive brokers are discovering a powerful strategy to future-proof their businesses: strategic diversification into SME lending. This was the topic of discussion in this week's episode of Finance Specialist. Here, co-host, Accendo Financials' Trent Carter, noted that a broker might wait over four years for another transaction from a typical PAYG home owner. For an SME client, the next opportunity often arises within six months. Diversification into SME lending is the strategic key to building a deeper, more profitable, and future-proof brokerage.

Mortgage Business Uncut
Finance Specialist: The global surge in broker-driven commercial lending

Mortgage Business Uncut

Play Episode Listen Later Sep 2, 2025 19:36


Brokers worldwide are diversifying into commercial and business lending, with the UK seeing a 26 per cent growth in its SME sector directly tied to broker activity. In this week's episode of Finance Specialist, hosts Jack Campbell and Trent Carter from Accendo Financial unpack the international parallels with Australia and ask if the local market is on the cusp of the same surge. The discussion explores opportunities in business acquisitions, APRA's plans to ease small bank regulations, and the Productivity Commission's push for lower corporate tax rates for SMEs. For brokers, these shifts highlight the need to stay flexible, seek out niches, and be ready to capture demand from clients expanding into commercial and business lending.

Mortgage Business Uncut
Finance Specialist: The 3 tech solutions every broker should be aware of

Mortgage Business Uncut

Play Episode Listen Later Aug 26, 2025 20:19


In the ever-evolving world of finance, technology is no longer a distant concept on the horizon – it's a powerful force reshaping the day-to-day operations of mortgage and commercial brokers. In this latest episode of Finance Specialist, host Jack Campbell and co-host Trent Carter delve into the industry's rapid technological adoption, the undeniable benefits, and the critical balance between AI and human expertise. Carter also shares his top picks for the most effective tech investments a broker can make. Tech is augmenting, not replacing, the modern broker.

Mortgage Business Uncut
Finance Specialist: Rates have been cut, now what?

Mortgage Business Uncut

Play Episode Listen Later Aug 19, 2025 13:24


Following the Reserve Bank's third rate cut of 2025, borrowers will be seeking the expert support of a broker. Communication is key, and brokers should proactively discuss rate cuts with clients and lenders. This was the topic of discussion in this week's episode of Finance Specialist, with special guest Tony MacRae, chief commercial officer at Bluestone Home Loans. Business opportunity is likely to boost with the subdued rates. Brokers can benefit by expanding their skill set into self-employed or commercial lending to capture more clients. More rate cuts are expected before year end, which could further stimulate borrowing and spending. Brokers should stay informed and leverage lender resources to better serve clients.

Mortgage Business Uncut
Finance Specialist: WA's booming investor market a goldmine for brokers

Mortgage Business Uncut

Play Episode Listen Later Aug 12, 2025 17:46


Brokers have a great opportunity to cash in on economic prosperity in Western Australia as investor activity thrives. This was the point of discussion in this week's episode of Finance Specialist. Here, the hosts delve into what is keeping Western Australia's investor market booming. There are a variety of reasons for this: a strong property market, active business lending, sustained mining sector growth, and regional development. With Western Australia's economy leading the nation and borrowers regaining confidence, the lending market is set for continued growth.

Mortgage Business Uncut
Finance Specialist: How brokers can capitalise on Australia's property boom

Mortgage Business Uncut

Play Episode Listen Later Aug 5, 2025 19:15


In this latest episode of Finance Specialist, the duo delves into key trends shaping Australia's property and commercial lending markets. From the ongoing property boom to emerging opportunities in childcare, healthcare, and aged care financing, brokers have a wealth of opportunities to expand their services and deepen client relationships. By fostering long-term relationships and staying ahead of industry trends, finance professionals can secure a competitive edge in an evolving market.  

Mortgage Business Uncut
Finance Specialist: How the pandemic sparked the new wave of borrower

Mortgage Business Uncut

Play Episode Listen Later Jul 29, 2025 18:33


The COVID-19 pandemic acted as a catalyst for many Australians to venture into self-employment, whether as contractors, sole traders, or small-business owners. However, many traditional lenders have struggled to accommodate these borrowers. In a special episode of Finance Specialist, the usual duo are joined by RedZed's national commercial BDM Craig Stuart. Here, the team discussed the increasingly important need for alt-doc solutions and how non-banks have met this demand. As self-employment grows and commercial property gains traction, brokers must stay informed to capitalise on emerging opportunities.

Mortgage Business Uncut
Finance Specialist: Unpacking the incredible growth of non-bank lending

Mortgage Business Uncut

Play Episode Listen Later Jul 22, 2025 16:42


In 2014, only 7 per cent of SMEs considered non-bank lenders; by 2025, this has surged to 55 per cent. This massive growth was unpacked by the team in this week's episode of Broker Daily's Finance Specialist. Non-bank lenders have gained market share due to flexibility, niche offerings, and faster approvals compared to traditional banks. Non-bank lending is now a crucial part of SME finance, offering speed and flexibility that traditional banks can't. However, responsible lending and broker guidance are essential to prevent debt traps.

Mortgage Business Uncut
Finance Specialist: Plan for the worst, hope for the best

Mortgage Business Uncut

Play Episode Listen Later Jul 15, 2025 14:32


In this episode of Finance Specialist, Trent Carter and Jack Campbell discuss the importance of prudent financial planning in an uncertain economic climate, balancing optimism with preparedness. Carter reinforced why you should never count your chickens before they hatch. Brokers should avoid guaranteeing rate movements and instead prepare clients for multiple scenarios. While many were caught off guard by the decision, it's important for brokers to help clients focus on controllable factors, rather than speculation.

Mortgage Business Uncut
Finance Specialist: It's time for a new financial year reset

Mortgage Business Uncut

Play Episode Listen Later Jul 8, 2025 17:04


As we enter the financial year 2026, brokers should take the time to review past performance, reset, and prepare for the coming financial year. In this episode of Finance Specialist, Trent Carter reflected on his own experiences, noting proper client expectations helped manage the workload. The focus of early FY26 will depend on the individual's circumstances. New brokers should focus on client acquisition, while established brokers may prioritise nurturing existing clients and referrals.

Mortgage Business Uncut
Finance Specialist: Embrace disruption – why it's a force for good, not fear

Mortgage Business Uncut

Play Episode Listen Later Jul 1, 2025 20:20


Disruption is often seen as an ugly word. It shouldn't though, as it is making way for exciting change, especially in lending. In this episode of Finance Specialist, host Jack Campbell and co-host Trent Carter discuss the innovations that are impacting the industry and shifting processes. Flipping the script on disruption and embracing it can help mitigate some of the challenges that come with change.

Mortgage Business Uncut
Finance Specialist: Helping business customers secure a home loan

Mortgage Business Uncut

Play Episode Listen Later Jun 24, 2025 16:48


Discussions around the servicing of SME clients often revolve around helping them with business loan needs. But what about when that client needs a home loan? This was the topic of discussion in this week's episode of Finance Specialist. Self-employed business owners can be tricky customers. A lack of documentation and irregular income can make for a challenge when securing a loan. Accendo's Trent Carter emphasised the avoidance of “lazy broking”. Don't jump at the easy solution as it may not be right for that client. Brokers must assess the best long-term solution for the borrower.

Mortgage Business Uncut
Finance Specialist: Why brokers can't afford to stand still

Mortgage Business Uncut

Play Episode Listen Later Jun 17, 2025 24:24


In a special episode of Finance Specialist, the usual crew is joined by FBAA's national commercial and asset manager, Steve Ragany. The discussion covers plenty of areas, but most importantly, the power of continuous education. The finance broking industry is dynamic, requiring ongoing development and diversification. Brokers who embrace change, leverage technology, and prioritise client relationships will thrive.

Mortgage Business Uncut
Finance Specialist: Helping clients overcome cash flow challenges

Mortgage Business Uncut

Play Episode Listen Later Jun 11, 2025 24:19


In the latest episode of the Finance Specialist podcast, hosts Jack Campbell and Trent Carter delve into the pressing issues facing SMEs in Australia, particularly focusing on cash flow challenges. The discussion is both timely and crucial, as recent data highlighted the financial struggles many Australian SMEs are currently enduring. The role of commercial finance brokers in these tough times is critical. With the end of the financial year approaching, it is an opportune time for brokers to engage with their clients, ensuring that their funding needs are met. The team also touches on the strategic importance of cash flow forecasting. Carter advocates regular forecasting, not just at the end of the financial year, but whenever significant business changes are anticipated.

Mortgage Business Uncut
Finance Specialist: Where to begin when investing in tech

Mortgage Business Uncut

Play Episode Listen Later Jun 3, 2025 17:09


Tech is imperative for the modern business. But where do you begin? This was the topic of discussion in this latest episode of Finance Specialist. Figuring out what problem you're trying to solve is an important first step. Having a game plan will help make the transition as effective and stress-free as possible. It can help to lean on those in the industry who may be more accustomed to using the latest tech. Seeking support and a second opinion is never a bad idea.

Mortgage Business Uncut
Finance Specialist: Answering broker questions in a Q&A with Interim Finance

Mortgage Business Uncut

Play Episode Listen Later May 27, 2025 21:23


In this latest episode of Broker Daily's Finance Specialist, host Jack Campbell and co-host Trent Carter are joined by Interim Finance BDM Isaiah Tait. The team unpacks leftover broker questions from the recent Commercial Finance Masterclass. From tips on how to get accredited with a lender to best practice for entering the commercial finance side of broking, Tait and Carter give some expert analysis and advice.

Mortgage Business Uncut
Finance Specialist: It's time to get EOFY-ready

Mortgage Business Uncut

Play Episode Listen Later May 20, 2025 19:46


End of financial year (EOFY) is fast approaching. For brokers, this means clients may be looking to the year ahead, planning budgets. In this latest episode of Finance Specialist, co-host Trent Carter outlined how important it is to be prepared for this busy period. It pays to be proactive by engaging with clients prior to the start of the financial year. This will ensure a stronger service and less chance of being overwhelmed.

Mortgage Business Uncut
Finance Specialist: Unlock SME lending success in the upcoming masterclass

Mortgage Business Uncut

Play Episode Listen Later May 13, 2025 16:46


This latest episode of Finance Specialist introduces an upcoming Commercial Finance Masterclass focused on SME lending, hosted by Accendo Financial's Trent Carter. This episode emphasises that SME broking is about expertise, not just transactions. The masterclass aims to equip brokers with the confidence and skills to thrive in this space. The masterclass will provide in-depth training for brokers looking to specialise in SME finance, covering practical skills, financial analysis, and business-building strategies. The event will be hosted in a live session on 21 May, with interactive elements, Q&A, and workbook exercises.

Mortgage Business Uncut
Finance Specialist: Why compliance matters more than ever

Mortgage Business Uncut

Play Episode Listen Later May 6, 2025 20:58


At its core, compliance isn't just about ticking boxes. It's about protecting your business, your clients, and your reputation. This was the topic of discussion in this episode of Finance Specialist. Host Jack Campbell and co-host Trent Carter delved into the world of risk management. Risk and compliance are ever-changing, especially in the modern market where rises in technology and shifting regulation are keeping brokers on their toes. Remaining ahead of the curve can be a competitive advantage and save time and headaches when things inevitably go wrong.

Mortgage Business Uncut
Finance Specialist: Seasonal trends likely to impact SME clients

Mortgage Business Uncut

Play Episode Listen Later Apr 29, 2025 20:40


Seasonal trends are likely to have an impact on the operations of SMEs. For finance brokers, this is something to remain aware of. In this latest episode of Finance Specialist with Jack Campbell and Trent Carter, the duo discuss the latest impacts on small business and what it means for borrowers. With an election right around the corner, interest rate cuts expected, a busy period full of pubic holidays, and global uncertainties, it can be a volatile time for SMEs. Effective brokers help clients manage the highs and the lows through effective guidance and service.

Mortgage Business Uncut
Finance Specialist: Diversification works if done strategically

Mortgage Business Uncut

Play Episode Listen Later Apr 15, 2025 24:15


Brokers have countless avenues available to them when building a career. Whether solo, at a brokerage, or running a business, there are a variety of business models that have unique benefits and disadvantages. Further to the business model, there are plenty of lending options available. This was the topic of discussion in this latest episode of Finance Specialist. Host Jack Campbell was joined by Accendo Financial's Trent Carter to discuss how to settle on a business model. There is no right or wrong answer, as the individual should determine what works best for them. However, strategy must be implemented and half-heartedness removed if a broker is to build a successful brand.

Mortgage Business Uncut
Finance Specialist: How brokers can thrive in a remote work era

Mortgage Business Uncut

Play Episode Listen Later Apr 8, 2025 19:00


The pandemic forced many industries to adopt remote and hybrid work structures. Now off the back of COVID-19, some brokers are choosing to remain virtual. Accendo Finance's Trent Carter discussed these themes in this latest episode of Finance Specialist. His business has gone fully remote, the benefits of which are massive overhead cost savings. Despite this, Carter said there still needs to be connection. While some clients are fine to engage over video call, others can benefit from face-to-face time. This can come in the form of visiting their business or home. This practice of showing up to where they live or work can also give a broker insight into how they operate, strengthening the ability to service them.

Mortgage Business Uncut
Finance Specialist: Guide to navigating business valuation

Mortgage Business Uncut

Play Episode Listen Later Apr 1, 2025 19:15


Brokers servicing SME clients can benefit from having an understanding of risks and value drivers. This was the topic of discussion in this latest episode of Finance Specialist. Here, host Jack Campbell was joined by Trent Carter and John Sgambelluri from Accendo Financial to unpack some actionable tips for navigating business valuation. Sgambelluri outlined how target multiples and diversification can help in performing effective evaluation of companies. Developing a strong understanding of what makes the business tick can help brokers provide a more beneficial service and keep clients informed and engaged.

Mortgage Business Uncut
Finance Specialist: The election promises set to impact SMEs

Mortgage Business Uncut

Play Episode Listen Later Mar 25, 2025 22:33


With anticipation ramping up for the upcoming federal election, many are keeping a keen eye on the policies and promises given, particularly regarding the nation's SMEs. In this latest episode of Finance Specialist, hosts Jack Campbell and Accendo's Trent Carter discussed the range of government policies, such as Labor's new national small business strategy, and how they will affect Australia''s small businesses. Additionally, Campbell and Carter unpack economic uncertainty around international tariffs, along with some advice for brokers to help them navigate the ever-changing economic landscape.

Mortgage Business Uncut
Finance Specialist: Alt doc shouldn't be the default solution

Mortgage Business Uncut

Play Episode Listen Later Mar 18, 2025 24:51


Alt doc is an important offering in the lending ecosystem. However, brokers who immediately jump to these types of loans could be disadvantaging clients. This was one of the topics of discussion in this latest episode of Finance Specialist. Filling in for Jack Campbell, Alex Whitlock unpacked this trend with Accendo's Trent Carter. While Carter said he certainly isn't anti-alt doc, he understands that it isn't always the best option. Some brokers may fall into the trap of going down this path due to its fast and simple nature. Carter urged listeners to really determine what is the best option for the borrower. Understanding who you're representing is crucial for commercial and finance brokers.

Mortgage Business Uncut
Finance Specialist: ‘The best brokers work in collaboration with their clients'

Mortgage Business Uncut

Play Episode Listen Later Mar 11, 2025 19:10


The news has been constant in the broking world. With changes around every corner and trends fluctuating constantly, brokers can have a tough time servicing clients effectively. Trent Carter and Jack Campbell delve into this uncertainty in this latest episode of Finance Specialist, where Carter drives home just how important it is to be across clients' needs and market trends. It's a collaborative effort. The duo also discuss the importance of non-banks in the SME lending space. With high satisfaction scores among these lenders, these offerings are finding an audience and flourishing.

Mortgage Business Uncut
Finance Specialist: Private lenders can be perfect for the ‘right' client

Mortgage Business Uncut

Play Episode Listen Later Mar 4, 2025 20:25


In this latest episode of Finance Specialist, private lenders were the topic of discussion. These niche offerings provide valuable choice for consumers. The stigma that can surround these lenders isn't unfounded, but should not deter brokers and borrowers whose needs fit the proposition. Also touched on was how to establish yourself in SME lending. It can be as easy as approaching residential clients and inquiring about any business loans they may require. The relationship is already there, making it an easy win.

Mortgage Business Uncut
Finance Specialist: What rate cuts mean for brokers

Mortgage Business Uncut

Play Episode Listen Later Feb 25, 2025 18:47


In this episode of Finance Specialist, hosts Jack Campbell and Trent Carter discuss the RBA dropping the cash rate by 25 bps and how this decision is likely to impact brokers. Consumer confidence is likely to rise and in turn brokers should expect an influx of customers. One major benefit will be businesses receiving some much-needed relief as spending climbs, prompting a need for solid commercial and asset finance brokers to service their loan needs. Also touched on was the role of tech and how brokers are leveraging it to drive efficiency. Despite this, in the commercial space, there is a lack of powerful tools, showing how there isn't the same attention that is granted to residential lending.

Mortgage Business Uncut
Finance Specialist: Continuous learning and development are key for brokers

Mortgage Business Uncut

Play Episode Listen Later Feb 18, 2025 22:37


What separates a good broker from a great broker is the appetite to learn. Those who become complacent and think they've unlocked all there is to know are only disadvantaging themselves and potentially their clients. In this episode of Finance Specialist, hosts Jack Campbell and Trent Carter unpack the importance of constant upskilling. Staying curious and prioritising continuous learning and development can keep a broker effective. In the ever-changing industry where new policy and regulation are unrelenting, it pays to stay alert and pushing upward.

Mortgage Business Uncut
Finance Specialist: Who wins and loses after a rate cut?

Mortgage Business Uncut

Play Episode Listen Later Feb 11, 2025 20:24


We are just one week away from the long-awaited meeting of the Reserve Bank of Australia and plenty of economists are predicting a cut for the first time in years. In the latest episode of Finance Specialist, Jack Campbell and Trent Carter discuss the implications of this decision, and how not everyone wins from a rate cut. Still, consumers shouldn't expect changes overnight. While a cut is welcome news for many, it could take a while before any real outcomes are recognised.

Mortgage Business Uncut
Finance Specialist: Servicing clients and building relationships

Mortgage Business Uncut

Play Episode Listen Later Feb 4, 2025 23:29


In this episode of Finance Specialist, join Broker Daily editor Jack Campbell and Accendo's Trent Carter as they explore the world of SME lending. From servicing clients to developing strong relationships, brokers have the opportunity to make a long-lasting impact. Lenders often lump SMEs into broad categories, which can lead to smaller businesses receiving less personalised service compared to larger ones. This creates opportunities for brokers and non-bank lenders to fill gaps, especially for niche needs like invoice financing. Brokers must build trust by being honest and transparent with clients, helping them achieve their goals while managing expectations. Overall, the discussion emphasises the importance of personalised service, education, and strategic planning in helping SMEs navigate their financial challenges.

Mortgage Business Uncut
Finance Specialist: Shining light on commercial and asset finance

Mortgage Business Uncut

Play Episode Listen Later Jan 28, 2025 16:37


In this brand-new podcast series Finance Specialist, Broker Daily is teaming up with Accendo to provide insights into the often-overshadowed world of commercial and asset finance broking. The conversation features Trent Carter, who highlights the potential for growth in the SME market, despite it being less popular among brokers. He emphasised the importance of understanding different industries, managing cash flow, and offering tailored solutions for SME clients, especially in challenging economic times. From established businesses to newcomers, clients can have diverse needs. It's key that brokers understand the financial health of these businesses, not just focusing on profits. It can be beneficial to keep up with industry trends.

Geopolitics & Empire
Gabe (LSN) & Mathew Crawford: Bitcoin’s Rise & Its Future Role…Tulip Mania or Digital Gold?

Geopolitics & Empire

Play Episode Listen Later Nov 15, 2024 111:16


Gabe of Libre Solutions Network and Mathew Crawford discuss all things bitcoin and how it seems the plan was to have Trump installed and push crypto. They comment on the role of the U.S. military, influencers, BlackRock, the potential future role of bitcoin erasing U.S. debt and functioning as a banking currency, digital gold, tulip mania, viewing the technology as neutral, bitcoin's future price, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Gabe (LSN) & Mathew Crawford: Bitcoin's Rise & It's Future Role...Tulip Mania or Digital Gold? #491 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Gabe (Libre Solutions) Websites Libre Solutions Network https://libresolutions.network Libre Solutions Substack https://libresolutionsnetwork.substack.com About Gabe (Libre Solutions) Gabe is working to share and teach the tools and tactics needed to oppose digital tyranny by encouraging others to start their journey in building up their own digital autonomy. Mathew Crawford Websites Substack https://roundingtheearth.substack.com X https://x.com/EduEngineer About Mathew Crawford Mathew Crawford is an Educator, Entrepreneur, Statistician, Finance Specialist, and Founder of Rounding the Earth. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Geopolitics & Empire
Gabe (LSN) & Mathew Crawford: Bitcoin’s Rise & Its Future Role…Tulip Mania or Digital Gold?

Geopolitics & Empire

Play Episode Listen Later Nov 15, 2024 111:16


Gabe of Libre Solutions Network and Mathew Crawford discuss all things bitcoin and how it seems the plan was to have Trump installed and push crypto. They comment on the role of the U.S. military, influencers, BlackRock, the potential future role of bitcoin erasing U.S. debt and functioning as a banking currency, digital gold, tulip mania, viewing the technology as neutral, bitcoin's future price, and more! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Gabe (LSN) & Mathew Crawford: Bitcoin's Rise & It's Future Role...Tulip Mania or Digital Gold? #491 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use code GEOPOLITICS for 15% off!) https://easydns.com Escape The Technocracy course (15% discount using link) https://escapethetechnocracy.com/geopolitics LegalShield https://hhrvojemoric.wearelegalshield.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Gabe (Libre Solutions) Websites Libre Solutions Network https://libresolutions.network Libre Solutions Substack https://libresolutionsnetwork.substack.com About Gabe (Libre Solutions) Gabe is working to share and teach the tools and tactics needed to oppose digital tyranny by encouraging others to start their journey in building up their own digital autonomy. Mathew Crawford Websites Substack https://roundingtheearth.substack.com X https://x.com/EduEngineer About Mathew Crawford Mathew Crawford is an Educator, Entrepreneur, Statistician, Finance Specialist, and Founder of Rounding the Earth. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

The Greener Way
What to study to become a sustainable finance specialist with Rob Langrick

The Greener Way

Play Episode Listen Later Oct 14, 2024 10:40


As the green revolution sweeps the globe, professionals are searching for quality sustainable finance education to help them stay on top of the game in an ever-evolving ESG landscape.This week we hear from Rob Langrick, chief product advocate of CFA Institute, a global professional organisation that provides investment education – including on sustainable finance.Alongside the Chartered Financial Analyst (CFA) designation, the non-profit offers the Certificate in ESG Investing, the Climate Risk, Valuation, and Investing Certificate, and other professional development opportunities.Whether you want to enter the industry or boost your career, make better investment choices or improve your own organisation's ESG performance, this episode is for you.The host of The Greener Way is Rose Mary Petrass, senior journalist at FS Sustainability.This is a podcast episode is brought to you by CFA Institute.For more information, visit www.cfainstitute.org. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Geopolitics & Empire
Mathew Crawford: Mindwar, British Empire, & Kamala Harris as Manchurian Candidate

Geopolitics & Empire

Play Episode Listen Later Sep 12, 2024 107:32


Mathew Crawford discusses psychological mindwar and the British Empire's long-game at controlling the world. India, cults, and theosophy play important roles in London's global machinations. The networked international hierarchy of the globalists is compartmentalized and at times can seem contradictory as well as have real rivalries. He's looked at Kamala Harris' deep history and uncovered some remarkable connections. Their method of warfare can also be classified as induced schizophrenia and the culture of altered states they push should be considered as minor forms of schizophrenia. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Mathew Crawford: Mindwar, British Empire, & Kamala Harris as Manchurian Candidate #465 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Substack https://roundingtheearth.substack.com X https://x.com/EduEngineer Might Kamala Harris be a Manchurian Candidate? https://roundingtheearth.substack.com/p/might-kamala-harris-be-a-manchurian About Mathew Crawford Mathew Crawford is an Educator, Entrepreneur, Statistician, Finance Specialist, and Founder of Rounding the Earth. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Geopolitics & Empire
Mathew Crawford: Mindwar, British Empire, & Kamala Harris as Manchurian Candidate

Geopolitics & Empire

Play Episode Listen Later Sep 12, 2024 107:32


Mathew Crawford discusses psychological mindwar and the British Empire's long-game at controlling the world. India, cults, and theosophy play important roles in London's global machinations. The networked international hierarchy of the globalists is compartmentalized and at times can seem contradictory as well as have real rivalries. He's looked at Kamala Harris' deep history and uncovered some remarkable connections. Their method of warfare can also be classified as induced schizophrenia and the culture of altered states they push should be considered as minor forms of schizophrenia. Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Mathew Crawford: Mindwar, British Empire, & Kamala Harris as Manchurian Candidate #465 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation Become a Member https://geopoliticsandempire.substack.com Become a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (use promo code GEOPOLITICS for 15% off!) https://easydns.com Expat Money Summit 2024 (use promo code EMPIRE for $100 off the VIP ticket!) https://2024.expatmoneysummit.com/?ac=8cDxEbJw LegalShield https://hhrvojemoric.wearelegalshield.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Substack https://roundingtheearth.substack.com X https://x.com/EduEngineer Might Kamala Harris be a Manchurian Candidate? https://roundingtheearth.substack.com/p/might-kamala-harris-be-a-manchurian About Mathew Crawford Mathew Crawford is an Educator, Entrepreneur, Statistician, Finance Specialist, and Founder of Rounding the Earth. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Geopolitics & Empire
Mathew Crawford: The Military-Occult-Banking-Syndicate Has All the Power

Geopolitics & Empire

Play Episode Listen Later May 25, 2024 94:03


Mathew Crawford discusses his research into Covid-19 and bacteriological warfare, his discovery how some in the Medical Freedom Movement (MFM) don't seem to be fighting for freedom, and how this led him to discover links between alternative media, fake opposition, the occult, and military-intelligence.  He looks into theosophy, Nazism, Scientology, Falun Gong, 1960s counter-culture, MK-ULTRA, the Office of Naval Intelligence, and the plans for a New World Order. He believes independence movements (e.g. India) were steered. He questions Bitcoin and says that the military-occult-banking-syndicate virtually has all the power. We are in a pickle! Watch on BitChute / Brighteon / Rokfin / Rumble / Substack Geopolitics & Empire · Matthew Crawford: The Military-Occult-Banking-Syndicate Has All the Power #433 *Support Geopolitics & Empire! Donate https://geopoliticsandempire.com/donationsConsult https://geopoliticsandempire.com/consultationBecome a Member https://geopoliticsandempire.substack.comBecome a Sponsor https://geopoliticsandempire.com/sponsors **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopoliticsBorderless Mexico Expat Health Insurance https://beacons.ai/jamesguzmanLegalShield https://hhrvojemoric.wearelegalshield.comWise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Substack https://roundingtheearth.substack.com X https://x.com/EduEngineer Mathew Crawford on Courtenay Turner Podcast https://rumble.com/v4x4fj9-ep.407-neo-theosophical-cults-and-intelligence-ops-w-mathew-crawford-courte.html About Mathew Crawford Mathew Crawford is an Educator, Entrepreneur, Statistician, Finance Specialist, and Founder of Rounding the Earth. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

The Courtenay Turner Podcast
Ep.407: Neo-Theosophical Cults & Intelligence Ops w/ Mathew Crawford | Courtenay Turner Podcast

The Courtenay Turner Podcast

Play Episode Listen Later May 24, 2024 161:44


Mathew Crawford, Educator, Entrepreneur, Statistician, Finance Specialist, and Founder of Rounding the Earth joins Courtenay Turner for a riveting discussion surrounding what he aptly calls the M.O.B.S. Military Occult Banking Syndicate. Having grown up in a UFO, remote viewing cult (following Edgar Casey) he has insights not only from his tremendous in depth research and analysis but also personal experience. The conversation spans topics such as neo-theosophy, occultism, psychological warfare and more. ▶Follow & Connect with Mathew Crawford::
 ✩ Substack: https://roundingtheearth.substack.com/ ✩ Locals: https://roundingtheearth.locals.com ✩ Twitter: https://x.com/EduEngineer __________________________________________________________ ▶ Help Send Courtenay To Fight The WHO: https://www.givesendgo.com/medical_freedom ___________________________________________________________________ ▶ Follow & Connect with Courtenay:
 https://www.courtenayturner.com ✩ Linktree: https://linktr.ee/courtenayturner ✩Twitter: 
https://twitter.com/KineticCourtz ✩TruthSocial: https://truthsocial.com/@CourtenayTurner ✩Instagram: https://instagram.com/kineticcourtz ✩Telegram: https://t.me/courtenayturnerpodcastcommunity ▶ Read some of her articles:
 https://www.truthmatters.biz ▶ Listen to &/or watch the podcast here! https://linktr.ee/courtenayturner ▶WATCH: VIP Summit 3: Truth to Freedom with Courtenay Turner https://www.universityofreason.com/a/2147831940/KVR3yvZo ▶ Support my work & Affiliate links: ✩Buy Me A Coffee! https://www.buymeacoffee.com/courtzt ✩GiveSendGo: https://www.givesendgo.com/courtenayturnerpodcast ✩Venmo: https://account.venmo.com/u/Courtenay-Turner ✩Cash App: https://cash.app/$CourtzJT ✩ SatPhone123 (Claim Your Free Satellite Phone!) https://bit.ly/COURTZ123 Promo Code: COURTZ ✩ Richardson Nutritional Center: (B-17!)
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 ▶ Disclaimer: this is intended to be inspiration & entertainment. We aim to inform, inspire & empower. Guest opinions/ statements are not a reflection of the host or podcast. Please note these are conversational dialogues. All statements and opinions are not necessarily meant to be taken as fact. Please do your own research. Thanks for watching! 
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CAFMA Connect
Accreditation!

CAFMA Connect

Play Episode Listen Later Jan 26, 2024 20:22


Join Fire Chief Scott Freitag and Chief/Accreditation Manager Dustin Parra as they demystify the rigorous accreditation process and explain how accreditation not only works to ensure a high level of safety, preparedness, and effectiveness, but will also serve to strengthen the bedrock trust within the community we're dedicated to serving. A must-listen!REMINDER: CAFMA is hiring for Finance Specialist and Firefighter Recruit. Learn more and apply here: https://www.cazfire.gov/join-us/Central Arizona Fire and Medical Authority (CAFMA)https://www.cazfire.gov (928) 772-7711

CAFMA Connect
ISO Ratings

CAFMA Connect

Play Episode Listen Later Jan 19, 2024 15:13


What are ISO ratings and why do they matter? Fire Chief Scott Freitag and Operations Chief John Feddema discuss the significance of ISO ratings (and more!) on this week's CAFMA Connect. View CAFMA ISO information on our website, cazfire.gov.REMINDER: CAFMA is hiring for Finance Specialist and Firefighter Recruit. Learn more and apply here: https://www.cazfire.gov/join-usCentral Arizona Fire and Medical Authority (CAFMA)https://www.cazfire.gov (928) 772-7711

CAFMA Connect
Meet the New Admin Chief

CAFMA Connect

Play Episode Listen Later Jan 12, 2024 10:34


Cody Rose, Assistant Chief of Planning and Logistics, extends a warm welcome to Lee Barnes, CAFMA's new Assistant Chief of Administration! With an impressive 30-year career in the Fire Service, Chief Barnes brings a wealth of experience to our community. Notably, he's also a helicopter pilot that ballroom dances... Welcome, Chief!REMINDER: CAFMA is hiring for Finance Specialist and Firefighter Recruit. Learn more and apply here: https://www.cazfire.gov/join-us/Central Arizona Fire and Medical Authority (CAFMA)https://www.cazfire.gov (928) 772-7711

CAFMA Connect
Test #1

CAFMA Connect

Play Episode Listen Later Jan 5, 2024 14:14


Guess who's back just in time for our 150th CAFMA Connect?! That's right, the dynamic duo themselves, Scott Freitag, Fire Chief, and John Feddema, Assistant Chief of Operations. Topics include hiring for Firefighter Recruit and Finance Specialist (apply at https://www.cazfire.gov/join-us/) and what's up and coming for CAFMA in 2024! Can you say “two academies”?! HINT: If you're looking to apply for a position, pay close attention to test #1! Central Arizona Fire and Medical Authority (CAFMA)Yavapai County, Arizonahttps://www.cazfire.gov/928-772-7711

Getting to the top!
Helen Gradstein, Regional Digital Finance Specialist & Representative for Eastern Caribbean at UNCDF

Getting to the top!

Play Episode Listen Later Nov 6, 2023 48:23


Helen Gradstein is the Regional Digital Finance Specialist and representative covering the Eastern Caribbean for the United Nations Capital Development Fund, based in Port of Spain, Trinidad and Tobago. She is an expert in digital finance and financial inclusion and is passionate about ensuring that financial inclusion policies and programmes protect consumers, empower women, and support financial capability, with experience as a Financial Sector Specialist in the World Bank's Financial Inclusion and Payments team. Helen has shared her extraordinary path to success on “Getting to the Top!” in the hope that either inspire others on their leadership journey to shoot for bigger and more transformational change or to help those potential leaders to chase C-level or managerial positions, aiming to close the gap in the most needed diversity at the top of all of our organizations in search of a better world.

Success Is Within Reach Podcast
Season 4 | EP:003 Finance and Credit Conversations w/Jay Allen

Success Is Within Reach Podcast

Play Episode Listen Later May 27, 2023 56:48


In tonight's episode of The Success Is Within Reach Podcast, we'll be joined by certified credit and finance specialist Jay Allen to discuss credit building strategies, new cards for those rebuilding their credit, student loans, budgeting tips, life after bankruptcy and more! Hosted By: Shannon Smith - Author, Business Consultant, Marketing Strategist and Success Coach (@the_ceo_within / Instagram) (www.linktr.ee/theceowithin) Guest: Jay Allen - Certified Credit and Finance Specialist (@jay83allen / Instagram) (www.allenfinancialsolutions.biz) Live episode replay can be viewed at www.facebook.com/siwrpodcast (Join our Facebook Community!) Visit the new Success Is Within Reach Digital Store at www.tinyurl.com/SIWRDigital for your personal and professional development needs (new resources added the 1st of every month) Sponsored By: The CEO Within You (www.theceowithinyou.com) Contact Us For More Info At: siwrpodcast@gmail.com

Success Is Within Reach Podcast
Season 3 | EP:26 Goodbye 2022, Hello 2023! (Season Finale)

Success Is Within Reach Podcast

Play Episode Listen Later Jan 13, 2023 79:28


It's the Season Finale! In this upcoming episode of The Success Is Within Reach Podcast, I'm going to be joined by fellow SIWR Network members Corey Sigue, Mike Williams and Jay Allen. Corey will share with you ways to get the most out of your staff, handling end of the year evaluations and boosting morale to get them excited to enter a new year. Jay will give you a checklist of action items for all of your credit and budget needs. Mike will share tips for getting the most out of social media to boost your advertising and marketing for your business. And I'll give you resources to improve your business acumen in order to enter the new year and dominate! Pull up a chair and bring a notepad, you don't want to miss this! Hosted By: Shannon Smith - Author, Business Consultant, Marketing Strategist and Success Coach (@the_ceo_within | Instagram) (www.theceowithinyou.com) Guest: Corey Sigue - Employee Engagement Specialist, Entrepreneur Coach, and Podcaster (@coreysigue | Instagram) (www.coreysigue.com) Guest: Jay Allen - Certified Credit and Finance Specialist (@jay83allen / Instagram) (www.allenfinancialsolutions.biz) Guest: Mike Williams - Men's Empowerment Coach and Social Media Marketing Expert (@breakthroughkings | Instagram) (www.breakthroughkings.com) Live episode replay can be viewed at www.facebook.com/siwrpodcast (New episodes air live Thursdays at 8pm EST) Sponsored By: Anchor (Anchor.fm) and The CEO Within You (www.theceowithinyou.com) Contact Us For More Info At: siwrpodcast@gmail.com

Entrebrewer
Ep #23: Never Stop Learning w/Brian McKittrick

Entrebrewer

Play Episode Play 50 sec Highlight Listen Later Aug 4, 2022 26:01


In today's episode, I'm joined by Brian McKittrick. Brian is the Director of Sales at Insurance of Texas. He and I first met back in late 2020, after I joined the Apex Entrepreneurs group. He was one of the first people I ever met at that meetup, and I've been following him ever since. At the event, he had personalized cups made for every attendee with his branding on it, and I still use that cup to this day. Brian has a wealth of experience and knowledge, especially when it comes to sales and growing businesses. You'll enjoy the insights and lessons that Brian shares with you in this episode.  Brian McKittrick is the international bestselling author of "It Ain't Rocket Surgery - 21 Simple Tips that will take Your Sales to the Moon!" Brian is a career sales professional and leader. He has been a top performing salesman since his first commission sales position in 1999. For over 20 years, Brian has excelled in retail, car, and insurance sales both as a sales associate, as well as leading sales teams as high as over 100 members.Brian McKittrick is an Insurance & Finance Specialist, and his brokerage Insurance of Texas services Life, Health, and Senior Insurance plans for all 50 states, plus Washington D.C. Also offering Property, Casualty & Commercial plans for Texas.Brian took over as the DFW franchisee of Insurance Training Academy, offering insurance license exam preparation. In 2021, they have expanded to offer into insurance continuing education, and sales skills courses for insurance professionals.Brian is an active writer as a contributor to Forbes.com and Entrepreneur.comBrian is a husband and father of two, and lives in the DFW Metroplex.

The Center of Excellence Sales Podcast

Brad, Oliver, and special guest Scott Cooley, Finance Specialist with the Young Automotive Group, discuss how to improve sales through storytelling.

The Center of Excellence Sales Podcast

Oliver, Brad, and special guest Scott Cooley, Finance Specialist with the Young Automotive Group, lay out three things to stop doing immediately in sales.

finance specialist scott cooley
The Center of Excellence Sales Podcast

Special guest Scott Cooley, Finance Specialist with the Young Automotive Group, talks with Brad and Oliver about developing a strong, productive, focused, and effective mindset.