Podcasts about firm

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    Mo News
    Iran's New Leader; Gas Prices Surge; Cuba Next?; Netflix Buys Ben Affleck's AI Firm, Gen Z=Mall Rats

    Mo News

    Play Episode Listen Later Mar 9, 2026 40:25


    Headlines:  – Welcome To Mo News (02:00) – Trump Calls For “Unconditional Surrender” In Iran As Fighting Hits Civilian Infrastructure (04:45) – What To Know About The Islamic Republic's New Leader: Mojtaba Khamenei (05:40) – Gas Prices Continue To Climb, Up More Than 40 Cents/Gallon In A Week (08:10) – 7th American Service Member Killed During War With Iran (13:30) – Trump Warns Of US Action Against Cuban Regime Next (26:15) – U.S. Loses Nearly 100K Jobs In Unexpected Downturn (30:00) – Netflix Buys Actor Ben Affleck's AI Company (32:45) – The Gen Z Mall Rats (35:00) – On This Day In History (37:50) Thanks To Our Sponsors:  –⁠ Industrious⁠ - Coworking office. 50% off day pass | Code: MONEWS50 – Surfshark - 4 additional months of Surfshark VPN | Code: MONEWS – Monarch - 50% off your first year | Code: MONEWS – Factor - 50% off your first box | Code: monews50off – ShipStation - Try for free for 60 days | Code: MONEWS – Shopify – $1 per-month trial | Code: MONEWS

    Personal Injury Marketing Mastermind
    402. AI, Custom GPTs & 200 Automations: Inside the Modern B2B PI Firm w/ Michael McCready

    Personal Injury Marketing Mastermind

    Play Episode Listen Later Mar 9, 2026 17:50


    Michael McCready is the managing partner of McCready Law, a premier personal injury firm with 16 attorneys, more than 100 staff, and offices across the Midwest. Known for his B2B-first approach, Michael built a referral-driven practice that top advertising firms trust with litigation and casework. He leads the firm remotely from Puerto Rico, where he also runs a consulting LLC. In this episode, Michael shares the playbook behind his firm's 200+ automations, how custom GPTs mimic attorney voices, and why he built a system that reports real-time updates to referring attorneys. Listen to the full episode with Michael McCready on Personal Injury Mastermind, powered by Rankings.io, below: Spotify Apple Podcasts Watch the Episodes On YouTube McCready Law: Website If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: pimcon.org Subscribe to our newsletter: newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

    The Affluent Creative
    181: The Identity Shift: From Talented Designer to Strategic Firm Owner & CEO

    The Affluent Creative

    Play Episode Listen Later Mar 9, 2026 29:09


    Hitting bigger revenue numbers does not automatically make a design business scalable. In this episode, I unpack the critical identity shift interior designers must make to move from being the go-to creative expert to becoming a strategic firm owner and CEO. This conversation gets to the heart of why so many talented designers stay overbooked, overextended, and stuck as the bottleneck in their own business, even with support staff in place. You'll hear how sustainable growth depends on structure, systems, decision-making protocols, and emotional leadership, not just stronger sales. I also share how to spot the "hero trap," why hiring alone will not solve operational strain, and what it really takes to build a profitable interior design firm that creates freedom, resilience, and long-term enterprise value. In this episode, you'll hear: (01:20) Why the "revenue illusion" keeps interior designers thinking they own a firm when they are still functioning like a high-performing solopreneur (03:15) The mindset shift from designer thinking to CEO thinking, including the difference between focusing on projects versus building systems and structure (06:42) A simple two-week disappearance test to reveal whether your business can actually run without you (11:51) Why hiring the cheapest or easiest option often creates more bottlenecks instead of giving you real leadership capacity (14:58) How clearer protocols, decision rights, and consumable SOPs like Loom videos help your team operate with confidence (23:01) The "hero trap" that keeps designers overfunctioning, reinforces team dependency, and prevents true business freedom Because you are far more capable than how you've been operating and I'm here to coach you into your untapped potential, join me at the Designer Profit Intensive! We'll restructure your rates for more revenue, redesign your discovery process to capture high level clients, provide a complete perfect contract template to protect your profit, and deliver a custom marketing plan, all in one day, in person with 14 designers at the table. Connect with Melissa InstagramFacebook LinkedinWebsite

    BE THAT LAWYER
    Leah Miller: Run Your Firm Like a CEO

    BE THAT LAWYER

    Play Episode Listen Later Mar 9, 2026 31:48


    In this episode, Steve Fretzin and Leah Miller discuss: Run your law firm like a business, not a hobby Use accurate financials to avoid hidden risks and overpayment Track key metrics and benchmarks for people, operations, and marketing Leverage metrics to make strategic growth decisions   Key Takeaways: Long-term growth requires regular attention to financials. Cash in the bank is not a strategy; data should guide hiring, marketing, and operational decisions. Bad bookkeeping masks problems and can cost in taxes. Early investment in a bookkeeper or financial team yields high ROI and clarity. Monitor payroll, operating costs, and marketing spend as percentages of revenue. Focus on trends over time and adapt to what works for your firm. Financial data informs hiring, marketing, and process improvements. Treat new hires as investments, plan for cash gaps, and track time spent on business development for accountability.   "If you're not paying attention to the dollars and you're not operational decisions based on the finances, you are not going to have that long-term, sustained growth that you're looking for as a lawyer in a firm." —  Leah Miller   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Leah Miller: Leah N. Miller, MBA, is the founder and CEO of Firmly Profits, a firm providing fractional CFO and bookkeeping services to law firms across the United States. Starting her career as a paralegal, Leah rose to become a firm administrator and CFO at a personal injury law firm in Fort Myers, Florida, where she recognized the need for law firm owners to gain confidence in their finances. Passionate about helping attorneys achieve financial clarity and sustainable growth, she now leads a team dedicated to offering expert financial guidance, process improvement, and strategic planning for firms of all sizes. Outside of work, Leah teaches paralegal courses and enjoys spending time with her husband and three daughters in sunny Southwest Florida.   Connect with Leah Miller:   Website: https://firmlyprofits.com/ YouTube: https://www.youtube.com/@LNMFinancialServices/videos LinkedIn: https://www.linkedin.com/company/firmlyprofits/ Facebook: https://www.facebook.com/people/LNM-Financial-Services/100091343407958/ Instagram: https://www.instagram.com/leah_lnm_financial/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

    Grow A Small Business Podcast
    Scaling from COVID Layoff to a Global Agency: How Sacha Awwa Built Sacha Awwa Marketing Group into a High-Growth Firm Securing $2.5K–$10K Monthly Retainers through Expert Strategy for Small Business Success. (Episode 767 - Sacha Awwa)

    Grow A Small Business Podcast

    Play Episode Listen Later Mar 8, 2026 26:05


    In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Sacha Awwa founder of Sacha Awwa Marketing Group explains how her agency helps small businesses avoid wasted marketing spend by focusing first on strategy and then execution. By combining go-to-market planning with tactical implementation, her agency now charges monthly retainers ranging from $2,500 to $10,000, helping companies grow through targeted and efficient marketing. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Sacha Awwa shares that patience is one of the hardest things in growing a small business. She explains that many entrepreneurs feel pressure from society to constantly achieve the next milestone, which makes it difficult to pause and recognize the progress they have already made. Learning to slow down, reflect on success, and avoid rushing every stage of growth is a key challenge for many founders. What's your favorite business book that has helped you the most? Sacha Awwa shares that one of the business books that has helped her the most is Building a StoryBrand by Donald Miller. She appreciates how the book teaches businesses to communicate clearly with their audience and structure their messaging in a way that makes customers understand the value of their products and services. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Sacha Awwa shares that she has learned a lot from listening to Ed Mylett's podcast. She finds his interviews and conversations with entrepreneurs from different industries very valuable because they provide real insights into the challenges and mindset required to build and grow a successful business. What tool or resource would you recommend to grow a small business? Sacha Awwa shares that using a strong project management tool is essential for keeping a business organized and efficient. She currently recommends Motion, which helps automate planning and task management using AI, allowing teams to stay organized and improve productivity. What advice would you give yourself on day one of starting out in business? Sacha Awwa shares that the advice she would give herself on day one is simply to relax. She explains that starting a business can feel overwhelming, but learning to stay calm, trust the process, and focus on steady progress makes the entrepreneurial journey much healthier and more sustainable. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Patience is the foundation of real business growth because success takes time to build – Sacha Awwa If you lose your connection with customers while scaling, you lose the heart of your business – Sacha Awwa Strategy without understanding your audience is just noise in the marketplace – Sacha Awwa      

    The Maximum Lawyer Podcast
    Why Growing Your Law Firm Can Make You More Isolated

    The Maximum Lawyer Podcast

    Play Episode Listen Later Mar 7, 2026 26:39


    Watch the YouTube version of this episode HEREWhat happens when law firm owners unintentionally isolate themselves while trying to protect their time and focus? In this episode, Tyson Mutrux explores a powerful idea inspired by Robert Greene's 48 Laws of Power: “Do not build fortresses to protect yourself. Isolation is dangerous.” That quote sparks a deeper conversation about how many founders unknowingly create isolation as they scale their businesses.Tyson breaks down how this “fortress mindset” shows up in modern law firms—whether through controlling calendars, avoiding networking, becoming the sole decision-maker, or building overly filtered communication channels. While these actions often start with good intentions, they can lead to dangerous blind spots where leaders lose access to honest feedback, frontline information, and valuable outside perspectives.The episode also dives into the psychological side of leadership isolation. Tyson explains how loneliness at the top can impact mental health, decision quality, and long-term strategic thinking. Ultimately, the solution isn't just working harder—it's intentionally building strong networks, feedback loops, and collaborative environments that help leaders stay connected, informed, and resilient as they grow.3:23 Why isolation disconnects leaders from reality5:44 Why founders accidentally isolate themselves6:54 The importance of dashboards, data, and feedback loops9:04 Why face-to-face connection still matters for leadership11:07 Common isolation traps for law firm owners15:08 Why ideas spread faster in collaborative firms17:18 The psychological cost of leadership isolation23:27 Connection as a strategic advantage for entrepreneursTune in to today's episode and checkout the full show notes here. 

    Alcohol-Free Lifestyle
    Firm Up Your Language: How to Use the "Should Detox" to Rewire Your Alcohol-Free Identity With Coach Matt

    Alcohol-Free Lifestyle

    Play Episode Listen Later Mar 6, 2026 17:40


    Are you "should-ing" all over yourself? Coach Matt reveals why soft talk, words like might, possibly, and one day, is actually a form of internal elusiveness that triggers the amygdala and increases anxiety. Discover how vague language causes decision paralysis and erodes self-trust, keeping your brain in a state of "limbo." Learn a powerful linguistic tool called the Should Detox to shift from shame-based obligations to empowered actions using "Because Statements" (which increase compliance by 33%). This episode provides high achievers with a practical Soft Talk Challenge to pluck indecision from their vocabulary and reclaim the mental clarity needed for a high-performance, alcohol-free life.   Download my FREE guide: The Alcohol Freedom Formula For Over 30s Entrepreneurs & High Performers: https://social.alcoholfreelifestyle.com/podcast ★ - Learn more about Project 90: www.alcoholfreelifestyle.com/Project90 ★ - (Accountability & Support) Speak verbally to a certified Alcohol-Free Lifestyle coach to see if, or how, we could support you having a better relationship with alcohol: https://www.alcoholfreelifestyle.com/schedule ★ - The wait is over – My new book "CLEAR" is now available. Get your copy here: https://www.alcoholfreelifestyle.com/clear

    Inside The Firm
    414 – Why Firms Racing to Automate May Lose Their Project Architects

    Inside The Firm

    Play Episode Listen Later Mar 6, 2026 30:42


    On this episode of Inside the Firm, Claude can Revit?, then the Colorado AIA on how architects can use two new state housing bills to build denser, more affordable multifamily, and finally why firms racing to automate may lose their project architects. Join us as we go back Inside the Firm!

    Dusty and Cam in the Morning

    3.6.26 Hour 2 full 2421 Fri, 06 Mar 2026 23:21:35 +0000 BQOmk1gWymjzsysAseJgj3T3SPjT6GSj sports The Firm of Harris and Marang sports 3.6.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    Vegas Raiders Moving Forward + Jets QB Search

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 6, 2026 24:42


    Vegas Raiders Moving Forward + Jets QB Search full 1482 Fri, 06 Mar 2026 23:17:58 +0000 TFSHK8dwqstHSrPPYaHnRgSbdWY9JUu4 sports The Firm of Harris and Marang sports Vegas Raiders Moving Forward + Jets QB Search Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-lin

    Dusty and Cam in the Morning

    3.6.26 Hour 1 full 2711 Fri, 06 Mar 2026 23:12:51 +0000 SMXvbwoYGcY2CWyeIRCW1UvDefzaOicH sports The Firm of Harris and Marang sports 3.6.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    Interview with Maurice Edu

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 6, 2026 11:11


    Interview with Maurice Edu full 671 Fri, 06 Mar 2026 23:22:55 +0000 Mw2jMY4VZCB6LBBOwjsAWoQyBwhX7CY8 sports The Firm of Harris and Marang sports Interview with Maurice Edu Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss

    Dusty and Cam in the Morning

    3.6.26 Hour 3 full 2132 Fri, 06 Mar 2026 23:26:30 +0000 OmAOlY4if9gIijBuvEUjz5Wgit1jCCA9 sports The Firm of Harris and Marang sports 3.6.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    The Mobility Standard
    Argentina Recommends Four-Firm Consortium for CBI Master Agent Contract

    The Mobility Standard

    Play Episode Listen Later Mar 6, 2026 8:16


    Argentina's CBI evaluation report is out. Four of six bidders were declared inadmissible.View the full article here.Subscribe to the IMI Daily newsletter here. 

    TFRM presents STATE of the FAMILY COURTS
    Due Process: The Secret Shield Every Parent Needs in Family Court

    TFRM presents STATE of the FAMILY COURTS

    Play Episode Listen Later Mar 6, 2026 3:10


    Seeking Divorce Assistance in These Locations? Our Team Can Help!   Riverside: https://bit.ly/4lYPO9o Corona: https://bit.ly/44gJROv Irvine: https://bit.ly/3EvvQSL San Diego: https://bit.ly/4lOg85X Palm Desert: https://bit.ly/4jNWZzc   Founded in 2021, Reel Fathers Rights APC is a Nationally Recognized Family Law Firm that focuses exclusively on representing Men and Fathers in Family Court in California. RFR boasts over 300 years of combined family court experience and was recognized as the top law Firm on the Inc 5000 List for 2025. RFR attorneys have earned dozens of awards and certifications from being named Certified Family Law Speicialist by the State Bar of California to being named Rising Stars by Best Lawyers and Ones to Watch by Super Lawyers. RFR attorneys are equipped to handle everything from contentious Child Custody disputes to high profile, high-stakes divorce, and defense of serious Domestic Violence Allegations. RFR is the go-to attorney for Men and Fathers in California Family Courts. You can learn more about Reel Fathers Rights and their services on our website www.reelfathersrights.com   Mark Reel Jr. is the Founder and CEO of Reel Fathers Rights APC. Since 2021, Mark and RFR have represented thousands of Men and Fathers in California Family Courts. Mark has been named One to Watch by Best Lawyers and a Rising Star by Super Lawyers. He has also been recognized by Inc on their Ince 500 list of fastest growing companies as well as Elite Lawyer and Expertise.com   About This Episode:   On this episode, Mark Reel Jr. breaks down the two-part constitutional shield of due process that stands between a family and state overreach. He explains that procedural due process acts as the court's "user manual," requiring the three pillars of official notice, a meaningful opportunity to be heard, and an impartial judge to ensure the legal process is fair. Mark then dives into substantive due process, which protects the fundamental liberty interest parents have in the care and control of their children. Because these rights are fundamental, the state must meet the "strict scrutiny" standard, proving they have a compelling reason—such as preventing immediate physical harm—before they can legally interfere with a family. Ultimately, he illustrates how procedural due process protects the trial itself, while substantive due process protects the very fabric of the family.

    The Maximum Lawyer Podcast
    The Virtual Scale Blueprint: From Solo Attorney to CEO

    The Maximum Lawyer Podcast

    Play Episode Listen Later Mar 5, 2026 18:48


    Watch the YouTube version of this episode HEREWhat happens when you build the business you thought you wanted… only to realize you've started to hate it? In this honest and eye-opening conversation, Ruma Mazumdar, founder of Key Esquire, shares the moment she almost walked away from the firm she worked so hard to build. After years of growth, hiring, and increasing revenue, Ruma discovered a shocking reality: despite the success on paper, her firm was only producing 2% profit — and she was more burned out than ever.Instead of quitting, Ruma stepped back and examined what had gone wrong. She realized that rapid growth, over-hiring, and a lack of clear systems had created a business that no longer aligned with the life she wanted. Through difficult decisions — including restructuring her team, returning to core operations, and reassessing pricing — she rebuilt her firm with a leaner structure and a stronger focus on profitability, clarity, and intentional leadership.Ruma also shares the deeper mindset shifts that come with entrepreneurship: separating self-worth from revenue, redefining what “scaling” really means, and learning that becoming a CEO is as much a personal evolution as it is a business strategy. Her story is a powerful reminder that success isn't just about growing bigger — it's about building a business you actually want to run.1:08 The biggest risk founders don't talk about2:16 The reality of her four-year business growth4:41 Discovering the firm was only 2% profitable6:04 Making difficult decisions and restructuring the team7:10 Building a lean business instead of over-hiring8:21 Why knowing your numbers changes everything9:26 Auditing time and energy as a CEO10:28 Raising fees and finding the right pricing12:49 Redefining what it means to be a CEO14:50 The messy middle of entrepreneurshipTune in to today's episode and checkout the full show notes here. Connect with Ruma:Website  InstagramFacebook LinkedIn TikTok 

    The Acquirers Podcast
    Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

    The Acquirers Podcast

    Play Episode Listen Later Mar 5, 2026 60:27


    Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

    Inside the ICE House
    February 2026 Rewind: "Best of" Inside the ICE House

    Inside the ICE House

    Play Episode Listen Later Mar 5, 2026 10:31


    In February, Inside the ICE House aired seven new episodes. Episode 511: Marsh CIOO Paul Beswick on Brand Transformation and Scaling AI Across the Organization Episode 512: Abacus Global CEO Jay Jackson on Moving to the NYSE and Shaping the Firm's Growth History Series: The Pneumatic Tube Network that Connected the NYSE Episode 513: Inside NYSE's 24/7 Tokenized Securities Platform with Michael Blaugrund and Jon Herrick History Series: New York City's Geographic Evolution Markets in Focus: Bitcoin's Slide vs. Bullish Holders, AI-Driven Selloffs, Broadening Beyond Big Tech Episode 514: Transocean CEO Keelan Adamson on Rigs, Risk & the Future of Energy

    Dusty and Cam in the Morning

    3.5.26 Hour 1 full 2545 Thu, 05 Mar 2026 23:13:40 +0000 6kgRIxwnQFGM9jxRamCSFESyvB5uhGd4 sports The Firm of Harris and Marang sports 3.5.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    Old Guys Get it Done + Giannis, Garland, or Tatum

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 5, 2026 24:51


    Old Guys Get it Done + Giannis, Garland, or Tatum full 1491 Thu, 05 Mar 2026 23:15:46 +0000 gnPJui6yarwE3FdSpBlNWeYDxzMt5IfI sports The Firm of Harris and Marang sports Old Guys Get it Done + Giannis, Garland, or Tatum Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed

    Dusty and Cam in the Morning

    3.5.26 Hour 3 full 2160 Thu, 05 Mar 2026 23:26:40 +0000 cCNz9DoB050b04MRTJiUqQI9Ekstr0WI sports The Firm of Harris and Marang sports 3.5.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    DJ Moore Traded, Diggs Released + High School Coach Pimps?

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 5, 2026 19:33


    DJ Moore Traded, Diggs Released + High School Coach Pimps? full 1173 Thu, 05 Mar 2026 23:23:20 +0000 UkyUljEK7iiu1WeTrbY9yz3lIRw52m06 sports The Firm of Harris and Marang sports DJ Moore Traded, Diggs Released + High School Coach Pimps? Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting

    Dusty and Cam in the Morning

    3.5.26 Hour 2 full 2332 Thu, 05 Mar 2026 23:21:57 +0000 ebjYORyjAkUQ884MDjraXytkuC3UoXuA sports The Firm of Harris and Marang sports 3.5.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Deep Bench With Todd Burnham

    Todd Burnham and Phil McCarthy explore the difference between work-life balance and work-life flow, and why the distinction matters for performance, culture, and avoiding burnout.They break down practical frameworks like “Zelda Hearts,” the “Two Hands” model, and the idea of finding touchpoints between your work and the parts of life that matter most: relationships, health, learning, and purpose. The conversation dives into how lawyers and firm owners can build sustainable careers by aligning work with their best life instead of treating it as a compromise.

    Nikonomics - The Economics of Small Business
    284 - Best of 2025! He Saved His Firm $100 Million, They Gave Him a Gift Card: What He Did Next with Brian O'Connor

    Nikonomics - The Economics of Small Business

    Play Episode Listen Later Mar 5, 2026 40:42


    MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Brian O'Connor (https://x.com/BrianFOConnor).In this episode, I sit down with prolific entrepreneur Brian O'Connor to uncover how he walked away from a high-stakes corporate strategy job at Deloitte to build his own business empire. Brian reveals the exact breaking point that pushed him to leave the corporate world, it involves single-handedly saving his consulting firm $100 million and receiving a coffee gift card in return!We dive deep into the brutal reality of finding product-market fit, why traditional SWOT analysis is completely useless, and the secret corporate frameworks like the Choice Cascade that can help you create an unbeatable competitive advantage. Brian also shares the crazy story of managing 250 people while distributing billions in PPP loans during the pandemic, and how his journey ultimately led him to start a highly successful fractional CMO company and a unique staffing agency. If you want to know how to transition from a W2 employee to a thriving business owner, or how to navigate a highly competitive Red Ocean, you won't want to miss these insights.Questions This Episode Answers:Why is traditional SWOT analysis considered a waste of time for most businesses?What is the Choice Cascade, and how can it give you a massive competitive advantage?How do you know when you've truly found product-market fit?Should you prioritize deep strategy or raw execution speed when your business is making less than $1 million a year?How can rethinking your business model and adding an advisory component completely transform your customer retention?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 Introduction to Brian's Entrepreneurial Journey01:23 Leaving the Corporate World02:10 Managing a Massive COVID-19 Project03:40 The Decision to Become a Fractional CMO05:48 Understanding Growth Strategy and Competitive Advantage07:42 The Choice Cascade Framework10:42 Strategic Choices for Business Success16:41 Balancing Strategy and Execution in Early-Stage Businesses20:47 The Evolution of Business Questions21:46 Balancing Confidence and Speed in Business Decisions22:07 Launching Business Units in Mexico: A Case Study24:51 The Role of Strategy and Execution in Small Businesses27:26 The Journey to Product-Market Fit30:44 The Importance of Positioning and Iteration34:56 Innovative Pricing Models in Talent Agencies38:58 Advisory Consulting as a Competitive Advantage

    Defending Employers: Audio From Lois LLC, Workers' Compensation Defense Attorneys
    Episode 371: The Intricate Landscape of Wage Replacement and Disability Benefits Within New York Workers' Compensation

    Defending Employers: Audio From Lois LLC, Workers' Compensation Defense Attorneys

    Play Episode Listen Later Mar 5, 2026 40:43


    In this episode, Greg Lois explores the financial aspects of workers' compensation, and enhance your ability to advocate for both employees and employers. Delves into the intricate landscape of wage replacement and disability benefits within New York Workers' Compensation. Whether you're an attorney, claims adjuster, or employer, this episode equips you with essential knowledge to handle these critical aspects effectively. How to attend these webinars live and ask questions Join us for our monthly webinars on New York and New Jersey workers' compensation law. Register for a New York Workers' Compensation Webinar Register for a New Jersey Workers' Compensation Webinar Schedules and Information Handout materials are provided in advance of each session. The webinar courses follow the "life cycle" of a claim and correspond to chapters in the Workers' Compensation Handbooks offered by the Firm. Disclaimer This webinar is not legal advice! The materials presented by this webinar/podcast and any affiliated website are for informational purposes only and are not offered as legal advice as to any particular matter. No viewer/listener/reader should act on the basis of these materials without seeking appropriate professional advice as to the particular facts and applicable law involved. The materials are not represented to be correct, complete, or up-to-date. Opinions presented by this video/podcast are the opinions of the author. Neither the use of this web site nor the transfer of information to or from this web site shall create or constitute an attorney-client relationship between Greg Lois, the presenter in the video/podcast, or LOIS LAW FIRM LLC and any person. You should not send any confidential information to this web site until after you have entered into a written agreement for the performance of legal services.

    Private Equity Funcast
    How do you start a private equity firm from scratch?

    Private Equity Funcast

    Play Episode Listen Later Mar 4, 2026 73:22


    In this episode, Devin and Jim rewind to 2014 — and a $12 bottle of Cabernet at the Macaroni Grill — where they hatched the plan to leave their firm and build a new private equity firm from nothing. This is the insider's guide they wish they'd had.

    Registered Investment Advisor Podcast
    Episode 246: Scaling a Boutique Wealth Management Firm

    Registered Investment Advisor Podcast

    Play Episode Listen Later Mar 4, 2026 14:52


    What's the secret to growing a successful wealth management business? It's not just about the investments, it's about the deep relationships and personalized service you provide to clients. On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Adam Spiegelman, CFP®, Wealth Advisor at Spiegelman Wealth Management, who shares insights from his 25-year journey in the financial services industry, focusing on his recent transition to a Registered Investment Advisor (RIA). From managing $440 million in assets to building an RIA from the ground up, Adam reveals the challenges and strategies behind his firm's success. Tune in for valuable advice on client engagement, business growth, and the importance of personalized financial planning. Key Takeaways: → The breakaway decision is as emotional as it is operational. → “Living wealthy” is about permission, not just money. Enjoy the wealth you've spent decades building, whether that means travel, volunteering, or small lifestyle upgrades. → Transitioning away from third-party models allows for greater customization, cleaner fee structures, and stronger alignment with client goals. → Growth must align with values, not ego. Emphasize stabilizing systems and client experience before pursuing expansion, ensuring growth never compromises service quality. → Consistent saving beats flashy investment schemes. Save regularly, max out retirement accounts, and avoid chasing unrealistic returns. Adam Spiegelman is a Wealth Advisor with Spiegelman Wealth Management, which offers investment and wealth management programs and services for high-net-worth clients. The company's mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security. Adam Spiegelman can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long term. Connect With Adam: Website: https://www.spiegelmanwealth.com/ LinkedIn: https://www.linkedin.com/in/adamspiegelman/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Dusty and Cam in the Morning
    Top Available Free Agents + Transition Tag + Trent McDuffie

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 4, 2026 37:24


    Top Available Free Agents + Transition Tag + Trent McDuffie full 2244 Wed, 04 Mar 2026 23:08:53 +0000 edwKt4nF7CHHpVGMstwzGOc7OeCE5fNu sports The Firm of Harris and Marang sports Top Available Free Agents + Transition Tag + Trent McDuffie Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcastin

    Dusty and Cam in the Morning

    3.4.26 Hour 2 full 2351 Wed, 04 Mar 2026 23:14:12 +0000 Gp22ZQakZSWCr2zld6i2jxGggCRv7B89 sports The Firm of Harris and Marang sports 3.4.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning

    3.4.26 Hour 1 full 2726 Wed, 04 Mar 2026 23:05:51 +0000 yiXTvXBEHRI8w2tuXO8R9peZHQfAC9jt sports The Firm of Harris and Marang sports 3.4.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning

    3.4.26 Hour 3 full 2064 Wed, 04 Mar 2026 23:20:58 +0000 15KWRt4uF8IibpJkJuoiITBDGO1jDVrf sports The Firm of Harris and Marang sports 3.4.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    Assistant Hires in CFB + NFL Mock Drafts

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 4, 2026 21:16


    Assistant Hires in CFB + NFL Mock Drafts full 1276 Wed, 04 Mar 2026 23:16:48 +0000 wrSRuVl9t0zIO8jyUJWBBgscimb1pSpm sports The Firm of Harris and Marang sports Assistant Hires in CFB + NFL Mock Drafts Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=htt

    Empowering Entrepreneurs The Harper+ Way
    Why Success Is More Than Money: Mike Kelly Shares Wisdom

    Empowering Entrepreneurs The Harper+ Way

    Play Episode Listen Later Mar 4, 2026 50:04 Transcription Available


    Get ready to be challenged, inspired, and equipped to define your own version of success!Welcome to another inspiring episode of Empowering Entrepreneurs! Today, hosts Glenn Harper and Julie Smith sit down with Mike Kelly, CFP, CPC, RLP—founder of Kelly Financial Planning, executive coach, and author of "Leaderfluence."Mike's journey is a testament to grit, curiosity, and principled leadership. Growing up as the eldest of four in a small South Carolina town, he witnessed firsthand the hustle and resourcefulness of his parents—a janitor father and a mother who was a seamstress and hairdresser. These early experiences shaped his values of discipline, generosity, and the importance of giving back.Through basketball, Mike earned his way to college and developed vital skills in teamwork and perseverance. His impressive corporate career, spanning roles at Michelin and Macy's, eventually led him to the realization that true success is defined by purpose, impact, and the freedom to serve others.After a pivotal moment in his early 30s, Mike shifted his focus from climbing the corporate ladder to aligning his work with his mission and passions.In this episode, Mike shares how his work as a financial planner and executive coach integrates his love for helping others lead themselves effectively, manage their finances wisely, and find clarity in their lives.He also opens up about the powerful role of accountability, the transition from corporate America to entrepreneurship, and the importance of giving back to the community.Whether you're an aspiring entrepreneur, seasoned business leader, or simply curious about personal growth, you'll find wisdom and actionable insights in Mike's story.Brought to you by Harper & Company CPAs PlusHere are 3 key takeaways entrepreneurs and leaders won't want to miss:Define Your Own Success: Mike reminds us that success isn't one-size-fits-all. He encourages everyone to reflect deeply and define what success means personally, rather than chasing society's “five Ps”—pleasure, prosperity, power, prestige, and position.Prioritize Personal Growth & Accountability: One of Mike's favorite quotes is, “Work harder on yourself than your job.” He stresses that humility and seeking honest feedback are critical for transformation, whether you're a leader or an aspiring entrepreneur.Building Community Makes All the Difference: From family, to mentors and coaches, Mike's journey shows that surrounding yourself with supportive relationships and accountability partners is essential—especially when making big leaps, like leaving corporate life to pursue your passion.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.https://creativecommons.org/licenses/by-nd/4.0/Copyright 2026 Glenn HarperMentioned in this episode:Brought to you by Harper & Company CPAs PlusRunning a business takes vision, grit… and the right financial partner. At Harper & Company CPAs Plus, we don't just crunch numbers—we empower entrepreneurs. From proactive tax strategy and accounting to business advisory services, our team helps you keep more of what you earn and scale with confidence. Whether you're launching, growing, or preparing for exit, Harper & Company is in your corner with expert guidance built for business owners like you. Visit www.harpercpaplus.com to book a complimentary discovery call today - or call us at 614-456-7222. Brought to you by Harper & Company CPAs Plus

    The Growth Minded Accountant
    The 3 Tax Season Signals That Reveal Your Firm's Next Growth Opportunity

    The Growth Minded Accountant

    Play Episode Listen Later Mar 4, 2026 15:41


    Tax season isn't just the busiest time of year for accountants.It's also one of the most revealing.In this micro-episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton break down the three signals that show up repeatedly in client conversations during tax season—and what those signals reveal about the future growth of your firm.They call them the SUC Signals:Surprise – “I wish I had known that earlier.” Urgency – “I need this done by Friday.” Confusion – “Why do I owe so much?”These phrases aren't just client frustrations. They're signals about how your firm is positioned, how your systems operate, and where your next growth opportunity may be hiding.In this short episode, you'll learn:• Why tax season feedback is one of the best diagnostic tools for your firm • How “surprise” reveals missed tax planning opportunities • Why urgency often signals a positioning problem • How confusion points to gaps in client education and communication • Simple changes firms can make to reduce tax season chaos and grow advisory servicesGrowth minded firms don't just push through tax season.They listen to it.Because the conversations you're having right now are telling you exactly where your firm can grow next.

    AP Audio Stories
    Spain's Sánchez stands firm on opposition to war in Iran despite Trump's trade threat

    AP Audio Stories

    Play Episode Listen Later Mar 4, 2026 0:55


    AP correspondent Charles de Ledesma reports Spain's prime minister has defended his government's stance against the Iran war led by the US and Israel.

    Building the Premier Accounting Firm
    Build a 7-Figure Tax Firm: Expert Strategies Revealed w/ Michael Uadiale

    Building the Premier Accounting Firm

    Play Episode Listen Later Mar 4, 2026 50:33


    Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht and tax expert Michael Uadiale discuss strategic tax planning for business owners, moving beyond basic tax preparation to proactive wealth building. This episode reveals how to legally minimize tax liabilities and achieve financial freedom through expert tax strategies and dedicated client relationships. In This Episode: 00:00 Introduction & Journey to Tax Planning 04:31 Tax Prep vs. Tax Planning 08:41 DECIDE: 6-Step Tax Plan 12:51 Achieving Zero Tax Legally 17:15 7 Workhorse Tax Strategies 23:09 Work Less, Keep More: Lifestyle Strategies 30:13 Marketing and Pricing Tax Services 34:16 Client Experience & Deliverables 40:27 Gratitude and Collaborative Mindset 47:09 Conclusion and Resources Key Takeaways: Define the critical differences between tax preparation and strategic tax planning, emphasizing proactive tax reduction. Implement the "DECIDE" six-step plan for slashing tax bills, covering deductions, entity types, credits, income shifting, deferrals, and eliminations. Utilize workhorse strategies like home office deductions, hiring family members, and maximizing auto and health insurance write-offs. Structure services with clear menu pricing for tax advisory and outsourced CFO offerings, demonstrating value to clients. Foster client relationships through consistent meetings and communication, ensuring ongoing tax planning and implementation support. Featured Quotes: "There is no patriotic duty to overpay your taxes." - Michael Uadiale "Our services are free… if we cannot get you to a point where you are able to get at least two to three times reduction in your taxes net of our fees, we don't want you as a client." - Michael Uadiale "Planning is not a firehose activity in December. It's something that you got to do all through the year." - Michael Uadiale Behind the Story: Michael Uadiale shares his personal journey from an immigrant with a significant unexpected tax bill to becoming a master tax advisor. This pivotal experience shaped his approach to tax planning, leading him to found a seven-figure firm focused on proactive client strategies rather than reactive tax preparation. He advocates for a collaborative and value-driven approach within the accounting profession. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Join the Financial Freedom Academy: We guide you through expert wealth and tax strategies to enhance your financial health, regardless of experience. https://www.skool.com/financialfreedomacademy   Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

    AEC Marketing for Principals
    Engineering Firm Leadership and Marketing Alignment with Barge Design Solutions

    AEC Marketing for Principals

    Play Episode Listen Later Mar 4, 2026 44:04


    What does it take to lead a 70-year engineering firm into its next chapter of growth without losing the culture that built it?Katie Cash sits down with Carrie Stokes, President and CEO of Barge Design Solutions, and Erika Booker, Chief Marketing Officer of Barge Design Solutions, to unpack how leadership vision, marketing alignment, and data-driven strategy fuel sustainable growth in today's competitive AEC market. From intentional CEO transition planning to integrating communications and sales enablement, they share how employee ownership, disciplined client selection, and CRM-backed business development decisions protect both culture and profitability.If you lead an engineering firm or support one through marketing and business development, this conversation offers a clear look at how alignment across the C-suite and marketing team drives measurable impact and long-term brand strength.Topics discussed in this episode:Engineering firm leadershipAEC marketing strategyStrategic growth planningEmployee-owned firm modelCRM implementation in AECBusiness development analyticsConnect with Erika and Carrie, BARGE:https://bargedesign.comConnect with Katie:  https://smartegies.com/ Rate, Review, & Follow on Apple Podcasts:We hope you're finding value in our AEC Marketing For Principals.  Your feedback is important to us and we'd love to hear from you. Here's how you can help.  Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.”  Let us know what you found most helpful from this episode!  And if you haven't done so already, give the podcast a follow, and you'll be notified when new episodes come out.

    Purposeful Planning with Aspen Wealth Management
    Premium Tax Credit: What It Is and Who Qualifies

    Purposeful Planning with Aspen Wealth Management

    Play Episode Listen Later Mar 4, 2026 4:23


    Health insurance costs are rising for many Americans following the expiration of enhanced ACA subsidies at the end of 2025. In this episode of Purposeful Planning, we explore how the Premium Tax Credit works, who qualifies, and the options available to those who no longer receive enhanced subsidies. Whether you're self-employed, in early retirement, or simply looking for affordable coverage, understanding these changes is crucial for managing your healthcare costs in 2026. Sources: https://www.irs.gov/credits-deductions/premium-tax-credit-ptc-overview#:~:text=The%20premium%20tax%20credit%20%E2%80%93%20also%20known,with%20Form%208962%2C%20Premium%20Tax%20Credit%20(PTC). https://openenrollment.healthcare/insurance-marketplace-healthcare-quotes/ https://www.cms.gov/marketplace/outreach-and-education/health-savings-account.pdf https://www.healthcare.gov/glossary/high-deductible-health-plan/ https://www.aspenwealthmgmt.com/ https://www.aspenwealthmgmt.com/financial-planning https://www.aspenwealthmgmt.com/blog/webinars/from-countdown-to-confidence-your-retirement-transition-checklist https://www.aspenwealthmgmt.com/resource-center/tax/understanding-the-premium-tax-credit-are-you-eligible The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Aspen Wealth Management is a registered investment advisor with the SEC. This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm's recordings. Hosted on Acast. See acast.com/privacy for more information.

    Financial Advisor Success
    Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko

    Financial Advisor Success

    Play Episode Listen Later Mar 3, 2026 90:00


    Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want. Andy Panko is the owner of Tenon Financial, an RIA based in Metuchen, New Jersey, that oversees $323 million in assets under management for 105 client households. He joins the show today to share why he chose to hire two additional advisors (even though his solo practice already met his lifestyle goals), as well as why he prioritized hiring mid-career professionals who could operate independently and stay for the long haul. We also discuss how his flat-fee model makes it easier to evaluate the time-and-revenue tradeoffs of adding clients, paying competitive salaries, and growing the team, as well as how he fuels a steady prospect flow through content creation, combats the loneliness of a small remote firm, and has adjusted his workload across seasons of life to be able to focus on his highest priorities. For show notes and more visit: https://www.kitces.com/479

    The Maximum Lawyer Podcast
    Your Default Reaction Is Costing You More Than You Think

    The Maximum Lawyer Podcast

    Play Episode Listen Later Mar 3, 2026 19:47


    In this episode, Tyson pulls back the curtain on a powerful training from last week's Phoenix Wellness Workshop with relationship experts Jocelyn and Aaron Freeman. The focus? The conflict cycle and how it quietly impacts your marriage, your leadership, your team, and ultimately your firm.Because here's the truth:Life bleeds into business.Business bleeds into life.And if you don't have equilibrium inside both, everything starts to wobble.Tyson breaks down the core framework the Freemans taught, including: • The “triggering event” that starts every conflict • How unmet needs fuel core fears • The default reactions we've practiced our entire lives • Why arguments spiral out of control • The 3 step self regulation process: Identify, Regulate, InterruptYou'll hear real examples, including Tyson's own default patterns during conflict, and how awareness creates the off-ramp that stops the spiral.Because if you can't regulate yourself, you can't lead others.And if you don't interrupt the cycle, it will run your home and your firm.If this episode hit home, share it with someone who needs a better off-ramp the next time conflict starts to spiral.Upcoming Event: We're bringing the energy back in June with the Chicago YouTube Accelerator featuring Ryan Webber and Jeff Hampton, plus a packed agenda focused on building real YouTube growth systems for law firm owners.Learn more at: 

    Treasured Wellness- Biblical Mindset Holistic Health, Christian Midlife, Improve Energy over 40, Overcome Fatigue & Stress

    To truly steward our midlife wellness, you and I, need to start with a firm foundation in our health.  Not doing everything all at once but truly pausing to reflect with the Lord over your wellness path.  A firm foundation in our health is vital. Critical. Absolutely necessary for truly stewarding our wellness and to BE our own best advocate for our whole health. Join me as I picture myself sitting across from you at a local coffee shop as we talk about stewarding our wellness in the way that will actually help us be able to LIVE out a lifetime of good health... for generational impact and wellness legacy.  Unscripted. My heart to yours.  I pray this episode blesses you and moves you to action! XO, Michelle   Stop pushing through exhaustion and restore your energy, calm your body and clear your mind... naturally.  Book your  Fatigue Freedom Breakthrough Call today! OR Join MidLIFE Health RESTORE! MidLIFE Health RESTORE is where high-achieving Christian women RESTORE their health with ONE wellness focus at a time.   Have questions as you listen? Reach out at michelle@treasuredwellness.com  ***Join our community, RESTORE Energy after 40, to be supported, encouraged and educated as you take back your health WITH God at the center **Catch the Treasured Wellness Podcast on https://christianmix106.com/   AND YouTube   ***DISCLAIMER: By listening to this podcast, you agree not to use this podcast as medical advice to treat any medical condition in either yourself or others. Contact your own physician for any medical concerns you have. This entire disclaimer also applies to any guests or contributors to the podcast. Under no circumstances shall Treasured Wellness, LLC, guests or contributors be responsible for damages arising from the use of this podcast.

    On Your Mark, Get Set, Grow!
    Pushing the Possible: How to Drive Exponential Growth in a PE-Backed Firm with Peter Platten

    On Your Mark, Get Set, Grow!

    Play Episode Listen Later Mar 3, 2026 33:25


    Guest: Peter Platten, Chief Revenue Officer of Protos Security. Peter joined the company in 2020 and has helped lead its transformation from a $150 million organization to a $750 million revenue firm today. Overview: Private equity doesn't reward incremental thinking. It rewards leaders who can scale under pressure, build systems that outperform, and push past what most teams believe is possible to Make BIG Happen.  On today's show, Peter Platten explains his four-move framework to grow fast in a private equity environment. He also discusses how to build teams that overshoot goals instead of simply meeting them and why systems-thinking -- not siloed optimization -- is the real key to exponential success.

    Dusty and Cam in the Morning

    3.3.26 Hour 1 full 2828 Tue, 03 Mar 2026 23:06:57 +0000 yYS4SvpeGxhTtqkEbZGmOeEZNZeDqeNG sports The Firm of Harris and Marang sports 3.3.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    Blazers + Are the Thunder the new Villains?

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 3, 2026 21:53


    Blazers + Are the Thunder the new Villains? full 1313 Tue, 03 Mar 2026 23:08:21 +0000 cqYq82q9Ta1GZh8kbqAbfH13Nwv8T1Fu sports The Firm of Harris and Marang sports Blazers + Are the Thunder the new Villains? Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=

    Dusty and Cam in the Morning

    3.3.26 Hour 2 full 2278 Tue, 03 Mar 2026 23:12:21 +0000 03SBw2gDxv9yMEeIlRwDdooBQYYSGn0a sports The Firm of Harris and Marang sports 3.3.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Dusty and Cam in the Morning
    Derek Carr Un-Retire? + Minnesota QB Options

    Dusty and Cam in the Morning

    Play Episode Listen Later Mar 3, 2026 23:22


    Derek Carr Un-Retire? + Minnesota QB Options full 1402 Tue, 03 Mar 2026 23:14:32 +0000 Zu0ybSim5VIPzRRdX6k9lFm9PNFEeo4j sports The Firm of Harris and Marang sports Derek Carr Un-Retire? + Minnesota QB Options Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link

    Dusty and Cam in the Morning

    3.3.26 Hour 3 full 2204 Tue, 03 Mar 2026 23:18:28 +0000 fvE3w9L4VggjSKbVgLsgUpxLHjdlbYDV sports The Firm of Harris and Marang sports 3.3.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.ne

    Engineering Influence from ACEC
    Industry Strength Heading into 2026 — ACEC Q1 Business Sentiment

    Engineering Influence from ACEC

    Play Episode Listen Later Mar 3, 2026 22:34 Transcription Available


    How confident are engineering firm leaders heading into 2026? In this episode of the Engineering Influence Podcast, Jeff Urbanchuk sits down with Joe Bates, Senior Researcher at the ACEC Research Institute, to break down the findings from the newly released Q1 2026 Engineering Business Sentiment Report. This quarterly report captures insights from CEOs and senior executives at ACEC member firms across the country, offering a real-time look at engineering industry outlook, economic confidence, workforce trends, AI adoption, and federal policy impacts. Key Topics Covered: