Podcasts about firm

Watch the YouTube version of this episode HEREAre you a leader looking for some tips on improving your business? In this episode of The Guild Live Show, Tyson explores the new AI image generation tool Nano Banana, demonstrating its creative features and precise editing capabilities. Tyson also shares insights from Psychology Today on the three habits that set super performers apart.Tyson shares and tests the Nano Banana AI image tool, which can be used to improve your brand. The tool can be used to generate AI images that you can use to create brand logos or designs for your business. You can input words into the generator as well as colours for your image, which will pump out something you can use. You can even edit it further by giving it a command to make it more specific. It's an interesting tool to show your creativity in developing your brand.Tyson also chats about the three habits that set high achievers apart from other people. High achievers usually set transformative goals over transactional ones. Doing this allows individuals to prioritize actions and leave space for exploration. This is something that can set someone apart from others by setting clear expectations for themselves. The second is working backwards to reach a goal. This involves knowing every step of the way from the finish to the start and then figure out where you are. This allows individuals to understand everything they need to do to accomplish their goals. The third and final habit is spending time on things that will deliver returns. In order to reach a goal, it is important to prioritize tasks that will actually get you to the end.Listen in to learn more!00:14 Introduction and testing of the Nano Banana AI image tool7:03 Discussion on habits that set high achievers apart17:06 Lessons for business owners on public behavior22:32 Exploring the push and win lawsuitTune in to today's episode and checkout the full show notes here. 

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About 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).

Tune in to the latest Jabot episode as host Kathryn Rubino chats with Margot Hoppin, co-founder of Hoppin Grinsell. Discover the challenges and victories of starting a law firm post- COVID, the impact of AI in law, and the real deal on work-life balance.   Highlights Transition from Biglaw to founding a boutique firm. Trend of starting new firms post-COVID. Time-tracking challenges of running a law firm. Growth milestone: hiring and team development. Balancing work demands with personal time-off goals. Importance of cash flow management in a small firm. Key learnings: experience in running a law firm. Impact of AI on traditional law firm structures. Maintaining firm culture during growth. Benefits of transparency in a smaller law firm. Valuing open communication and addressing knowledge gaps.   Episode Sponsored By  https://www.lexisnexis.com/lexisplus   Links and Resources https://www.hoppingrinsell.com/team/margot-hoppin    Subscribe, Share and Review To get the next episode subscribe with your favorite podcast player. Subscribe with Apple Podcasts Follow on Spotify Leave a review on Apple Podcasts

Send us a textSPECIAL NOTE: SEASON 15 OF THE GOOD, THE POD AND THE UGLY CELEBRATES THE USE OF THE PRACTICAL AND DIGITAL EFFECT KNOWN AS THE SQUIB. IRL GUN VIOLENCE IS INTOLERABLE AND RENOUNCED BUT... CINEMATIC VIOLENCE WILL BE CELEBRATED IN A WAY THAT MAY DISTURB SOME LISTENERS.  This week TGTPTU covers the film Elephant, no not the 2000s school-shooter mood piece by Gus Van Sant filmed in Portland, OR and covered previously and paired with Scarface (1983, not the earlier, black-and-white 1932 Howard Hawkes version) in Episode 8 of this Squib Season (it's Season 15 after all, not Season 14's Redux where the hosts covered films already covered) but, rather, the 39-minute, made-for-British-TV short film directed by Alan Clarke also entitled ELEPHANT (1989).  Chosen by host Thomas for its un-celebratory violence, the film tracks with Clarke's influential, wide-angle following shots (camera, not bullet) people who shoot other people (with bullets, not cameras) in mostly silent milieus but for environmental sounds, mostly very bloody. (As mentioned by cohost Ken, and for more on this camera placement and its effects and influence on Van Sant, see this video essay on the Film & Media Studies' YouTubeTM channel: https://youtu.be/Z5B8_IDhJQo.) Produced and defended by Danny Boyle, Elephant's unspoken (again, mostly silent with dialogue barely heard in just one scene between four blokes kicking around the football toward the middle of the flick) subject is The Troubles in the UK. In what is either bravery or foolery (callers into the network after this movie aired were split), working class and Brit-born Clarke--by then a celebrated veteran of the medium of the British TV issues film--stripped the original screenplay of dialogue when making the film in order to focus on the act of gun murder as was then currently occurring. With one un-notable exception, each of the eighteen scenes of gun violence has the shooter followed into the setting where the homicide is to occur, shoot his victim, leave followed by the camera/audience, and then cut back to silent moments of each murdered man filling the frame with his recently un-lifed corpse.  Elephant would be Clarke's penultimate work, with The Firm (no, not the adaption of the John Grisham novel that gave Holly Hunter the nom for Best Supporting Actress the same year she won Best Actress for The Piano as The Firm you're thinking of is by Sydney Pollack) also shot for British television and aired in 1989 as his final. Clarke would cross the pond to see if he could sell out in America (according to Ken) and die in 1990 at the age of 54.  The film resoundingly fails the Bechdel test.  Host Ryan calls Clarke a coward.  THEME SONG BY: WEIRD A.I.Email: thegoodthepodandtheugly@gmail.comFacebook: https://m.facebook.com/TGTPTUInstagram: https://instagram.com/thegoodthepodandtheugly?igshid=um92md09kjg0Bluesky: @goodpodugly.bsky.socialYouTube: https://www.youtube.com/channel/UC6mI2plrgJu-TB95bbJCW-gLetterboxd (follow us!):Podcast: goodpoduglyKen: Ken KoralRyan: Ryan Tobias

Welcome to the twenty-six official episode of Off Da Binge!

Today I'm joined by Kaitlyn Carlson, Founder of Theory Planning Partners, and Jordan Paul, Lead Advisor there. Kaitlyn and Jordan share insights on navigating career pivots and key lessons they learned on their journeys in the field. If you're interested in launching a firm and fostering a culture built for long-term success, you won't want to miss this episode! Listen in as Kaitlyn and Jordan talk about how their distinct paths led them into financial planning, as well as the challenges that come with starting and scaling a firm. They also open up about rethinking career choices and finding the right fit in the profession. You'll learn how they've grown their firm together, built a strong culture, and created a quality control plan to support future growth. You can find show notes and more information by clicking here: https://bit.ly/45T8hNk

Can AI be used to improve patient experiences? This week, Technology Now explores how AI is being used to streamline data collection in the healthcare industry, how data should be treated to avoid bias in AI, and the benefits this brings to patients. Derek B. Howard, Programme Manager for the HPE Digital Health Foundry Programme, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Derek B. Howard:https://www.linkedin.com/in/derek-howard1/Sources:https://www.britannica.com/technology/MYCINhttps://www.mghlcs.org/projects/dxplainhttps://www.cedars-sinai.org/discoveries/ai-ascendance-in-medicine.html

Hour twoof Larry Conners USA: RUMBLE: https://rumble.com/c/c-1568182 WEBSITE: https://www.larryconnersusa.com/ FACEBOOK: https://www.facebook.com/larryconnersusa NEWSTALK STL: https://newstalkstl.com/larry/ The post Homan Stands Firm On Deporting Illegals /7p LC-USA 9.10.2025 appeared first on Larry Conners USA.

11 Sep 2025. UK fintech giant Revolut is one step closer to launching in the UAE after receiving initial Central Bank approval. We spoke to regional CEO Ambareen Musa about the rollout. Plus, Dubai Chamber’s Saeed Al Gergawi shares how the emirate plans to become the global capital of the digital economy.See omnystudio.com/listener for privacy information.

At the EUVC Summit 2025, the Firm of the Year award didn't go to a household name—or a partner of the presenter. It went to a firm that's quietly built one of the most impactful portfolios in European venture over the past decade:Credo Ventures – winner of this year's Firm of the Year Award.And the irony? They didn't see it coming.“I never really liked awards like this… but maybe I'm ready to reconsider.”Credo Ventures' rise hasn't always been center stage. Based in Central and Eastern Europe, they've long bet on founders and ecosystems that many in mainstream venture overlooked.But the results speak for themselves—category-defining companies, global expansion stories, and a consistent track record of backing ambitious founders early.“Maybe having such an award can be a new KPI for us—right next to DPI.”The Credo team kept the moment light, thanking not just their founders and LPs—but even the investors who didn't back them.“Thank you, Thomas, for not investing in us. Maybe that pushed us forward even more.”This self-awareness is part of what's made Credo so beloved in the ecosystem: no arrogance, no buzzwords—just clear conviction, strong founder relationships, and outcomes that speak louder than headlines.This award wasn't just about Credo—it was a signal to every fund building off the beaten path:That it's possible to build world-class performance from anywhereThat recognition follows consistencyAnd that humility and humor are strengths, not liabilities“The real credit goes to the founders we've backed. Their success is why we're here today.”Congratulations to Credo Ventures—EUVC Firm of the Year 2025.May DPI stay high, and KPIs stay fun.Building Beyond the SpotlightA Touch of Humility. A Lot of Performance.A Win for the Underdogs

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniels, Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl McKissack Daniels, Topic: Legacy, resilience, and entrepreneurship of the McKissack family, as detailed in the book The Black Family Who Built America. Cheryl shares the powerful story of her family's 230-year legacy in architecture and construction, making McKissack & McKissack the oldest minority woman-owned professional design and construction firm in the U.S. The conversation explores themes of generational resilience, Black excellence, business strategy, and personal growth.

In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From creating simple systems to boosting visibility with media, David's story is full of practical takeaways you can apply in your own practice.

Luis Fernandez's boundless creative energy led him to a career in architecture, fashion, and ultimately, interiors. Now, he's intent on pushing the limits of his craft with new challenges, like designing in the metaverse and some special side projects that have no client attached to them. Along the way, he is establishing airtight systems to guide his firm's output even as his inspiration runs wild.LINKSLuis FernandezKaitlin PetersenBusiness of Home

Welcome back to the Top Contractor School Podcast, where elite contractors learn how to lead stronger, scale faster, and build businesses that last.  In this episode, Eric Guy sits down with Jeff Hancher—leadership coach, speaker, author of Firm Feedback in a Fragile World—to talk about what it really takes to lead people well in today's challenging environment. From growing up in poverty to earning 12 promotions in 24 years at a Fortune 500 company, Jeff shares how leadership, mentorship, and culture transformed his life—and how contractors can use those same principles to build unstoppable teams.

Float like a butterfly, sting like a bee.” Muhammad Ali's iconic words remind us that true power isn't just about force — it's about finesse, timing, and the courage to stay calm when the world wants you loud. In this episode of The Collective Perspective, we dig deeper: What does gentleness look like when you're under pressure? How does it shape trust, defuse conflict, and strengthen our relationships when life gets loud and messy?We explore how gentleness isn't weakness — it's quiet strength in action. From daily conversations to moments of real confrontation, learn how to respond instead of react, stand firm without shouting, and use gentleness as a force for good in your family, friendships, work, and community.This is the power of staying soft when the world goes hard — and why that might just be the bravest thing you can do.#TheCollectivePerspective #Gentleness #QuietStrength #MuhammadAli #FloatLikeAButterfly #PodcastEpisode Chapters (00:00:00) - Introduction: What Makes America Stronger(00:00:27) - Exploring Gentleness: Passive vs. Gentle(00:05:05) - Real-Life Examples of Gentleness(00:10:47) - The Dad Voice: Gentle but Firm(00:14:28) - Clap Back: The Opposite of Gentleness(00:19:33) - Practicing Gentleness in Daily Life(00:21:19) - Conclusion: Reflecting on Gentleness and Parenting

What happens when a design firm makes philanthropy, teamwork, and innovation just as important as the projects themselves? In this episode, Blima Ehrentreu, founder and CEO of The Designers Group, shares her journey in the interior design industry, from launching her firm to leading a growing team across Toronto and New York. Blima opens up about her philosophy on leadership, community impact, and philanthropy, while also exploring how AI and smart technology are transforming the future of design. What sets Blima apart is her role as an activator—someone who sees gaps in the industry and creates initiatives to fill them. From TDG Gives Back to TDG Insider and the TDG Furniture Exchange, she's built programs that extend her firm's impact beyond design projects, addressing real needs in the community and industry. We also discuss how purposeful design enhances healthcare environments, the importance of teamwork in building a thriving creative culture, and the realities of managing a multi-location design firm. Blima reflects on leadership, resilience, and why she believes design should always have a greater purpose. Key Takeaways: Showing up and working hard every day is essential for success. Awards are a recognition of great work, not the end goal. Success comes with unseen challenges and perseverance. User-centered, purposeful design creates spaces that improve lives. Philanthropy is core to TDG, with initiatives like TDG Gives Back, TDG Insider, and TDG Furniture Exchange. Firm growth has been organic, driven by strong client relationships. Diverse teams enhance creativity and deliver stronger solutions. AI and technology streamline design processes and increase efficiency. Clear communication is key to managing clients and projects. Passion and resilience are vital traits for aspiring designers. About the Guest: As Founder and CEO of The Designers Group, Blima Ehrentreu leads an award-winning international interior design firm with offices in Toronto, New York, and Miami. Under her leadership, TDG has completed hundreds of projects across residential, commercial, healthcare, and hospitality sectors, earning recognition from Inc. Magazine, GlobeSt's Women of Influence, and Crain's Notable Leaders in Real Estate. Blima is also the driving force behind initiatives such as TDG Gives Back, TDG Insider, and TDG Furniture Exchange, reflecting her commitment to philanthropy, mentorship, and community impact. Known as an activator, she integrates AI, smart technology, and forward-thinking strategies into her work, positioning design as a tool for both innovation and positive change. Check out The Designers Group's website: www.thedesignersgroup.com Instagram: @thedesignersgroup LinkedIn: The Designers Group

In today's Tech3 from Moneycontrol, we decode how “platform fees” on Swiggy, Zomato, Flipkart, and Myntra are quietly adding up to billion-rupee cushions, but could also spark consumer backlash. We also break down India's pushback against China at the WTO over app bans, we dive into Aakrit Vaish's new $75 mn AI-focused fund, and track IPO action with Pine Labs' global roadshows and Urban Company's blockbuster day 1 subscription.

Midlevel associates at major law firms report dissatisfaction with outdated laptops, slow software, and inadequate remote access, despite increased investments in artificial intelligence. Over half of surveyed Am Law 200 firms had associates who identified technology as a primary concern, with specific complaints directed at firms such as Cahill Gordon & Reindel, Paul Hastings, Dechert, and Morrison & Foerster. Some firms, including O'Melveny & Myers and Morgan Lewis & Bockius, received positive recognition for providing reliable technology and support. The survey results highlight a gap between advanced tech initiatives and the need for functional, everyday tools to support productivity.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Attorney Shawn Packer, a principal at JPH Law Firm, says the unionization of ag workers is one of the bigger problems impacting farmers in recent years.

President Ramaphosa doubles down on the National Dialogue as critics circle, while SA heads back to Washington to battle painful US tariffs. Abroad, Israel's strike on Hamas leaders in Qatar ramps up Middle East tensions. In business, Anglo American and Teck's $50bn copper mega-merger shakes up global mining. Back home, Patriotic Alliance leader Gayton McKenzie stirs controversy, and Parliament erupts as the Sports, Arts and Culture Minister storms out after a fiery EFF clash.

Watch the YouTube version of this episode HEREAre you looking for advice on how to balance a successful marriage with a successful business? In this episode of the Maximum Lawyer Podcast, Tyson and his wife, Amy, share their journey of building and leading the law firm Maximum Lawyer together. The conversation delves into their evolving partnership, from navigating the challenges of working as spouses to developing a supportive and growth-oriented firm culture. Tyson and Amy talk about their personal and professional growth while being law partners. For both, trial and error is the key to growth, especially when building something together as a team. For Amy, this was something she learned while studying journalism. When working together as partners, success really is shared and more so when both are together contributing and putting in work. This collaboration is key to a successful relationship and business.Marriage can affect a business and both Tyson and Amy provide some insights on that idea. Meshing marriage with business can be a huge issue and can lead to riffs. Tyson and Amy reflect on the issue of talking about work in bed, which led to a lot of disagreements. It is important to identify where the boundaries are and respect what each individual likes to do. It is important to have open conversations about how to keep the marriage going strong.2:26 Exploring personal and professional growth7:24 The role of motivation and accountability in personal growth.17:16 How marriage affects the business52:24 Setting boundaries with challenging clientsTune in to today's episode and checkout the full show notes here.

Steve Gordon is a retired partner and former Head of the Tax Department at Cravath, who first appeared as an On Tax guest in the Season 1 pilot. In the show's very first role reversal, Steve returns to talk with Cravath partner and host Len Teti not as a guest, but as a guest host. They discuss Len's path to practicing tax law, their time working together in the Firm's Tax Department and the valuable problem-solving role that tax practitioners play for clients. Hosted on Acast. See acast.com/privacy for more information.

Jami Wintz McKeon, Chair of Morgan, Lewis & Bockius LLP, joins Chris Batz and Howard Rosenberg to share her journey from associate to leading one of the world's largest law firms. She reflects on the moments that shaped her path, including overseeing major integrations, heading the litigation practice, and ultimately stepping into the role of chair.   Jami talks about the personal side of leadership, carrying both the joys and hardships of colleagues, staying connected across a global partnership, and fostering a culture where collaboration comes before credit. She also discusses Morgan, Lewis & Bockius LLP's approach to expansion, the role of client needs in shaping growth, and how the firm has embraced AI as an opportunity to strengthen client service.   Jami's advice for fellow and future law firm leaders is straightforward: you have to love the firm, the people, and the responsibility itself. She shares how gratitude and family keep her grounded and why focusing on what's working is as critical as addressing what isn't. At its core, this episode is a look at what it means to lead with both strategy and heart in an industry defined by constant change.   Episode Breakdown: 00:00  Jami Wintz McKeon's Path to Becoming a Law Firm Leader 02:54  Defining Career Turning Points at Morgan, Lewis & Bockius LLP 05:36  Leading with Connection and Caring for Firm Members 08:28  Morgan, Lewis & Bockius LLP Global Growth Strategy 13:40  Artificial Intelligence in Law Firms and Client Service 16:35  Advice for Current and Aspiring Law Firm Leaders 20:20  Staying Grounded Through Gratitude and Family 25:40  Inspiration and Leadership Philosophy 29:38  Looking Ahead: The Future of Law Firm Leadership   Links Connect with Jami Wintz McKeon: LinkedIn: https://www.linkedin.com/in/jami-wintz-mckeon-1b993746/ Web bio: https://www.morganlewis.com/bios/jmckeon   Connect with Howard Rosenberg: LinkedIn profile: https://www.linkedin.com/in/hrosenberg/ Company web profile: https://www.baretzbrunelle.com/howard-rosenberg   Connect with Chris Batz: LinkedIn Profile: https://www.linkedin.com/in/chrisbatz/  LinkedIn Company page: https://www.linkedin.com/company/columbus-street/ Columbus Street website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm

Episode Summary When I first started my firm, I had no roadmap. I worked hard, said yes to everything, and pushed forward with trial and error. Looking back, I wish I had a clear framework to show me where to focus and what systems to build at each stage. That's exactly why I created the Law Firm Roadmap. In this episode of the Scalable Law Podcast, I'm sharing the five stages of growth that every law firm goes through, the challenges you'll face at each stage, and the systems, people, and strategies you need to move forward with confidence. What You'll Hear in This Episode The five stages of law firm growth I've identified through my own experience and coaching hundreds of firm owners: Startup, Survival, Stability, Scale, and Success. Why every stage has its own challenges — and how knowing your stage helps you focus on the right priorities. The five pillars of growth I guide my clients through: attracting clients, numbers & pricing, systems & processes, team & people, and legal service delivery. How I navigated these stages myself, including the systems that saved me time, the hires that transformed my firm, and the shifts in mindset that kept me moving forward. Why trying to “jump ahead” is one of the biggest mistakes firm owners make — and how to avoid it. My Key Takeaways for You You don't need to do everything at once. Growth is about doing the right things for the stage you're in. A $300k firm doesn't need executive dashboards, and a $3M firm shouldn't be operating off spreadsheets. When you know where you are on the roadmap, you can make decisions with confidence, reduce overwhelm, and build a firm that gives you freedom as well as profit. Resources and Links Want to see how the Law Firm Roadmap applies to your practice? Join me inside the Scalable Law Accelerator Program where we help law firm owners reduce their hours, systemise their firms, and grow profitably. I'd love to see you at Law Biz Con 2026 on the Gold Coast for two days of strategies, speakers, and connections that will change the way you run your firm. Growing a Firm is Easier When We Do it Together Share this episode with a colleague who could use some clarity on their roadmap, and don't forget to follow the show on Apple Podcasts or Spotify to keep scaling alongside us. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

Focus Financial Partners' CEO shares the mindset and required shifts in structure to turn a billion-dollar AUM firm into a lasting 100-year enterprise. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Part 4 of Steve Coughran's book Cash Flow. Steve breaks down the two main ways businesses are valued: the income approach, based on free cash flow, cost of capital, and growth, and the market approach, based on EBITDA multiples. He explains why understanding both is critical, how multiples impact valuation, and what really drives the worth of your company.LinkedIn | YouTube coltivar.com

Time to see what we did and didn't like from the Nebraska game!

Welcome to this week's episode of the PEBCAK Podcast!  We've got four amazing stories this week so sit back, relax, and keep being awesome!  Be sure to stick around for our Dad Joke of the Week. (DJOW) Follow us on Instagram @pebcakpodcast   Please share this podcast with someone you know!  It helps us grow the podcast and we really appreciate it!   Australian firm defends remotely turning on employees' microphones https://www.news.com.au/finance/work/at-work/aussie-firm-defends-remote-work-surveillance-claims/news-story/b844231489a20d9efb31f96dea75ec32  https://www.afr.com/work-and-careers/workplace/company-turned-laptops-into-covert-recording-devices-to-monitor-wfh-20250822-p5mp0z   Scammer Payback takes down $65 million fraud ring https://www.dexerto.com/youtube/youtubers-help-fbi-shut-down-65m-scam-ring-that-stole-seniors-life-savings-3244080/    YouTube uses AI to determine viewer's age https://www.theverge.com/news/715343/youtube-age-estimation-ai-minor-account-restrictions  https://www.androidauthority.com/youtube-first-video-upload-20th-anniversary-3547053/    New iPhone predictions https://appleinsider.com/articles/25/09/03/iphone-17-pro-will-be-brighter-than-iphone-16-pro-and-have-better-battery-life     Dad Joke of the Week (DJOW)   Find the hosts on LinkedIn: Chris - https://www.linkedin.com/in/chlouie/ Brian - https://www.linkedin.com/in/briandeitch-sase/ Raja - https://www.linkedin.com/in/rajazkhalid/

If you downloaded the episode before Wednesday, please remove it and download it again. Thank you!Find me on Substack: https://bogumilbaranowski.substack.com/GUEST PROFILE: Nancy Burger is a leading workplace communication strategist, executive coach, and founder of the Fear Finding Project who helps leaders overcome fear-based thinking after leaving her own Wall Street career to transform her expertise in human psychology into practical strategies for building emotionally healthy, high-performing cultures.EPISODE NOTES:3:00 - Nancy shares her stable suburban upbringing but reveals the hidden family dynamics that shaped her fear-based thinking patterns and career trajectory6:00 - The courage to leave Wall Street: Nancy discusses conquering multi-layered fears to end a 27-year marriage and completely rebuild her life in her 50s9:00 - Key insight: Fear as information tool - "Fear can become a tool. Notice this without judging it...use it as information instead of recoiling and avoiding the thing because it's scary"12:00 - Brain science of fear: Understanding limbic system vs prefrontal cortex responses and why we need both pathways for survival and growth15:00 - Imposter syndrome focus: Nancy's passion project - helping leaders understand "that is something they're making a choice about and they can change it"18:00 - The power of words in building confidence: How feedback can either destroy or empower, drawing parallels to pilot training methodologies24:00 - Difficult conversations strategy: Using "I statements" to avoid defensiveness - "I'm noticing" vs "You did this"35:00 - Career evolution: From finance to writing to music to keynote speaking - "an iterative process...like the inner workings of a massive clock"42:00 - Communication failure story: Learning to consider your audience's experience rather than just your own emotional state55:00 - AI as tool, not threat: "Learn about it and understand that it is a tool...don't let machines help you interact with loved ones"60:00 - Success definition: Impact over achievement - "Did I touch the people in my sphere of influence in a way that left an impact that's positive?"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Kelly Rohrs, CPA, Founder of K. Rohrs, CPA, P.C., shares the journey of launching her firm from concept to reality. Listeners will gain insight into how she structures client relationships, manages expectations during high volume periods, and fosters talent retention through flexibility and trust.  Kelly offers practical advice for firm owners looking to break away from traditional models, emphasizing the power of small, intentional changes. Tune in to hear how she's redefining what it means to operate a modern CPA firm.  To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com    

PJ chats to Matthew about the surge in interest in getting diagnosed and the expansion of their company ADHDnow.ie Hosted on Acast. See acast.com/privacy for more information.

Radio Kerry and leading accounting, audit and tax firm CSG have joined forces to support Kerry businesses. The Working Together promotion allows your business to win a CSG Starter Services Package and €1,500 in radio and digital advertising with Radio Kerry. All businesses need to do is register at radiokerry.ie/workingtogether Then you need to keep listening to Radio Kerry, if we call out your business’s name, call us back within the hour to qualify for the final draw. CSG’s practice development partner Úna McShane and its financial accounting and advisory David Moran, plus Radio Kerry general manager Fiona Stack spoke to Jerry.

In this episode of the Future of the Firm podcast, Emma Carroll, our Head of Content, interviews experts from across Source to unpack what “value” really means in consulting today. Drawing on our Emerging Trends Report and our latest research, we explore the persistent gap between quality and value—and what firms can do to close it.  We discussed the following matters and more:    According to our research, 79% of clients rate consulting quality highly, but only 49% believe they get enough value over and above what they pay in fees. Our experts offer some advice on how firms can close this gap, including by communicating the value they create.  In today's climate of economic uncertainty and tighter budgets, clients are demanding a clear, measurable return on investment (ROI) from every engagement. Before they pursue any new initiative, they need to be certain they will get a tangible return.  Clients see “better” value as being created in many ways, including:   more innovation  stronger stakeholder influence  lasting education for their teams While over 80% of firms discuss value with clients during a project, only 17% continue that conversation once the work is done. This means the vast majority are leaving future opportunities—and important insights—on the table.  High-quality thought leadership creates lasting value when it's differentiated, engaging, credible, and actionable. For example, executives are constantly horizon scanning for market signals and trying to anticipate change. In an unreliable business landscape, thought leadership provides them with data-backed research, expert analysis, and fresh perspectives that help them make smarter decisions and challenge their assumptions.

Brownfield Commodity Market Reporter John Perkins has your look at the firm start for cattle, the early weakness in corn, and the mixed opens for soybeans, wheat, and hogsSoybeans and corn are watching late development weatherWheat has an eye on global crop conditionsCattle are seeing early support from tight suppliesHogs want to see consistent demandSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

9/7/2025 Rev. Paul Bang   Proverbs 15:1; 18:8; 26:28; 27:5-6; 28:23 A soft answer turns away wrath,     but a harsh word stirs up anger. The words of a whisperer are like delicious morsels;     they go down into the inner parts of the body. A lying tongue hates its victims,     and a flattering mouth works ruin. Better is open rebuke     than hidden love. Faithful are the wounds of a friend;  profuse are the kisses of an enemy. Whoever rebukes a man will afterward find more favor     than he who flatters with his tongue.

Watch the YouTube version of this episode HEREAre you looking for more information about the impact of AI? In this episode of "The Guild Live Show," Tyson explores the latest in AI, from Fiverr's AI character Gary transforming marketing, to virtual salespeople in China outperforming humans. Tyson discusses the impact of these innovations on freelancers and sales professionals, and reflects on a major legal tech acquisition.AI tools have the potential to affect freelancers and sales professionals.Tyson references an article that speaks to the mix of AI for video creation and using freelancers for creative ideation. Although AI is taking over many industries, it is interesting to see a space where freelancers are able to get a foot into the industry and use their skills while working with AI to create a great product.Tyson also speaks to the rise of 24/7 AI sales agents that are being used in many companies. AI salespeople are outperforming their human counterparts. Though sales is an area that usually wouldn't get replaced by AI, markets in countries like China are seeing AI sales agents taking over. These agents are making more profit than humans, which is making it a lot more popular.Listen in to learn more!5:11 How AI tools on Fiverr may affect freelancers7:11 The rise of 24/7 AI sales agents11:43 The potential for AI to run continuous webinars for legal professionals Tune in to today's episode and checkout the full show notes here. 

Royal funeral plans are sparking new drama as reports claim Prince Harry may walk side by side with Prince William, but insiders insist he's still out of the inner circle. Meanwhile, fresh details emerge about Kate Middleton's private life, from school-run WhatsApp groups to playing rounders at kids' parties. Plus, royal crushes revealed (from Charles and Barbra Streisand to Diana and Kevin Costner), a Minnesota woman claims she's Queen Victoria's secret descendant, and palace insiders spill the truth about the Firm's ultimate weapon: silence. When the royals erase you, they do it quietly — and permanently.

Trump Acting Like a Jilted Lover | Aides Rain Abuses on India | FM Reacts with Firm Resolve

Greg Hogan is out as the chief information officer of the Office of Personnel Management after roughly seven-and-a-half months on the job. Hogan was installed at the human capital agency on the first day of President Donald Trump's second administration, replacing Melvin Brown II after roughly a week on the job. According to an OPM spokeswoman, Hogan departed the agency earlier this week and Perryn Ashmore, who is currently assistant director of enterprise learning at the agency, is currently serving as CIO in an acting capacity. Although not much was shared by the agency about Hogan's background, a legal filing in a challenge brought by current and former federal employees over Department of Government Efficiency access to OPM data provided some details. According to that document, Hogan was the vice president of infrastructure at comma.ai — a self-driving car software company — before joining the Trump administration. He also told the court he had 20 years of experience in private sector IT and a computer engineering degree. Stephen Ehikian, the deputy administrator of the General Services Administration, has left the agency to take over as chief executive officer at the enterprise AI application software company C3 AI. Ehikian told GSA staff Tuesday in an email obtained by FedScoop that he would “transition out” of the agency's deputy administrator role, but remain an adviser to the leadership team during the transition process. On Wednesday, C3 AI announced Ehikian's hiring as CEO. He said in a statement he is “honored” to join the company “at such a pivotal time in the AI era.” He served as the GSA's acting head for the first half of this year until July, when President Donald Trump tapped State Department leader Michael Rigas for the role and Ehikian moved into the deputy spot. “I want to thank Stephen Ehikian for his service and wish him well,” Rigas said in a statement shared by GSA. Edward Forst, a longtime financial services executive, was nominated by Trump in July to serve as the next administrator of the GSA. A nomination hearing date has not been scheduled, according to congressional records. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we've helped over 150 brand new financial advisory firms launch in the past two years, and we'll show you what it takes to retain clients, establish credibility, and build a strong foundation for long-term growth.What You'll Learn in This Video:✅ Why preparation, communication, and credibility are key to client retention✅ How to set a realistic launch timeline (2–3+ months before going live)✅ Naming your firm: personal brand vs. unique identity✅ Designing a logo that builds trust and future growth potential✅ Studio video & photography: the face of your new brand✅ Website essentials that signal legitimacy and professionalism✅ Signage, stationery, and marketing collateral that excite clients✅ Social media announcement strategies + boosting tips✅ Google Business Profile, Ads, and Press Release best practices✅ Email series & ongoing marketing (social, ads, video, podcasts)Why This Matters:Launching your independent firm isn't the time to cut corners. Every detail—from your logo and website to your first social media post—shapes how clients perceive your credibility and commitment. With the right plan, you can make your breakaway a seamless, successful transition.

Xander Larsen and Matt Pyron are Associate Advisors at 5280 Associates, and they join the show today to share how they transitioned from financial planning students to thriving associate advisors. If you're interested in learning how to make the most of mentorship, gain confidence through early career experiences, and add value as an associate advisor, this episode is for you! Listen in as Xander and Matt share how their journeys have paralleled each other, from the mentors who guided them to the skills they developed through school jobs and early career roles. They discuss what made 5280 a great fit, the training and mentorship they've received, the value they've contributed, and even the mistakes that taught them important lessons along the way. You can find show notes and more information by clicking here: https://bit.ly/45MJ1bm

Watch the YouTube version of this episode HEREAre you an attorney looking for strategies for content and AI? In this special LinkedIn Live episode of Law Subscribed, host Matthew Kerbis (“The Subscription Attorney”) welcomes Tyson Mutrux, co-founder of Maximum Lawyer and practicing injury attorney. They discuss the evolution of legal podcasting, the importance of delivering valuable content, and strategies for effective law firm branding.Matthew and Tyson talk about the importance of valuable content over production quality. Most people will value good content over the quality of how a video is produced. As time goes on, it is important to invest in good production equipment and tools to enhance your content. But, if your content is good and of use to people, they will listen or watch despite how it looks or sounds. As content creators and attorneys, it is important to listen to what your audience wants to learn so you can keep them engaged.As AI progresses, the types of tools will become more mainstream within law firms. Law firms are perfectly equipped to take on AI tools and integrate them into a system. Whether it be intake, case management, bookkeeping, invoicing or research, AI tools like Grammerly, Perplexity or Calendly are great for managing law firms. Matthew suggests utilizing a Roku system, where all of your favourite AI tools can be managed in one place.Take a listen to learn more!05:49 Content Value and Audience Engagement13:19 Law Firm Branding and Trade Names18:31 Geographic and Niche Branding Strategies24:42 Metaverse, Blockchain, and AI in Law36:00 Subscription Models and Tech Industry Shifts39:31 Legal AI Research Tools and Law School TrainingTune in to today's episode and checkout the full show notes here.Connect with Matthew Kerbis:Website

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About 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).

What if you could run your recruiting firm on autopilot while launching a completely new business? Brian Gabay has mastered this balance—his 5-person team makes placements without him while he builds a tech startup. Brian founded Brian Simon Associates (BSA) in 2016, specializing in PR and marketing recruitment. He built systems, transforming his business from constant attention to running independently. This freedom allowed him to launch Arrange AI, eliminating interview coordination, which consumes 70% of recruiters' admin time. Brian reveals his framework: getting your entire team on client calls, his "hire two people" strategy, and the mindset shift to step away from daily operations. Plus, surviving a 6-month placement drought taught him the resilience needed to juggle multiple ventures. Episode Outline and Highlights [7:19] The reality TV opportunity that came at the worst time [8:11] How a 3-year kidney donor search taught him resilience [19:50] Why are placed candidates overlooked for new business [20:27] Daily LinkedIn habit: One new connection PLUS one reconnection [23:40] Surviving the drought: First placement took 5-6 months [26:14] The 6-month cash cushion rule for going solo [36:35] Hiring strategy: "If you like two people, hire them both." [44:27] Why 70% of recruiting time is wasted on scheduling [50:18] Game-changer: Getting your entire team on client calls [52:58] Building systems: "Placements happen without me" Building Through Setbacks Brian's approach to adversity was forged through personal crisis. With his father on dialysis, Brian applied recruiting skills to find a kidney donor. "I wasn't a blood match. Neither were my sisters. He's type O... I searched for three years. There was a dark world out there. People wanted money... My dad's life is on the line." The breakthrough came through Jennifer Wolf, who responded to his outreach "just like we would do on LinkedIn." When Fox discovered his YouTube video and offered him a spot on "Home Free" to compete for a house for Jennifer, the timing couldn't have been worse. The 6-Month Rule Brian's practical approach began with planning: "I saved enough to pay rent for six months. That was my cushion... I need to make a placement within six months. If I can't, then maybe this is not for me." His advice emphasizes transparency: "If you're starting your own firm and leaving your current one, have a transparent conversation... Even if these are connections you made yourself, it was created under someone else's umbrella. Leave on good terms." From Solo to Scale After three years solo, Brian began building a team. When he discovered an employee ignoring candidate emails, instead of retreating, he refined his approach: "Out of 10 people, if there's two you really like and you're on the fence, hire both. If one doesn't work out, you still got a really good one." The transformation came from one change: "Having them involved in all client calls... Now if it's a new business call, it's all five of us. They meet the client, ask questions, take notes... I've seen the ownership kick in." This freed Brian to launch Arrange while BSA operated: "Sometimes there's placements being made and I'm not involved at all." Brian Gabay Bio Brian Gabay founded BSA in 2016, specializing in PR, Marketing, and Digital/Social recruiting. He's partnered with recognized PR agencies and brands nationwide. With over a decade of experience, Business Insider named him one of the top PR recruiters in the country. Earlier this year, he launched Arrange AI—a smart scheduling tool for recruiters coordinating meetings between external parties. Brian on LinkedIn Arrange AI: arrange.ai BSA: briansimonsassociates.com Resources Mentioned "Home Free" on Fox Tim Tebow on LinkedIn Connect with Mark Whitby FREE strategy call: recruitmentcoach.com/strategy-session LinkedIn | Twitter: @MarkWhitby Facebook | Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter

In this episode, Steve Fretzin and Jerold Rothkoff discuss:The importance of time management and daily structure for lawyersHow networking, marketing, and relationship-building drive law practice growthThe role of delegation, staff investment, and team-building in sustaining a firmLearning from mentors, conferences, and coaches to avoid reinventing the wheel Key Takeaways:Tackling the most difficult or uncomfortable task first thing in the morning, whether it's a dreaded client call or writing a newsletter, not only builds momentum but ensures the rest of the day feels easier and more productive.Sustainable law practice growth does not come from waiting for opportunities but from actively creating them by showing up, networking, volunteering, and consistently putting yourself in situations where “luck” can happen.The real challenge is not launching a law practice but learning to manage its growth, which requires letting go of perfectionism, embracing that “good enough” from staff is often sufficient, and shifting focus from doing everything yourself to leading others.Investing in yourself through coaches, conferences, and professional development creates a long-term competitive advantage because the ideas, systems, and connections gained can be implemented in ways that most other attorneys in your area will never pursue. "You create your own luck. Luck just doesn't happen. You will not get lucky no matter what type of business, including being an attorney sitting at your desk, 24/7, hoping the phone rings." —  Jerold Rothkoff 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!Legalverse Media: https://legalversemedia.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/ Episode References: Eat That Frog by Brian Tracy: https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/162656941X About Jerold Rothkoff: Jerold E. Rothkoff is the founder and managing attorney of the Rothkoff Law Group, a Philadelphia-area elder care law firm, where he dedicates his practice to serving clients in the areas of elder law, life care planning, asset protection, veterans' benefits, estate planning, and long-term care advocacy.Jerry Rothkoff is an outspoken advocate for the rights of the elderly and disabled. He writes for and gives presentations regularly to attorneys and other professionals about elder law. Jerry has received numerous awards both locally and nationally for advocating for seniors, including the Alzheimer's Association Kaleidoscope Award for philanthropic excellence and community service, the Mae Krier Award from the Twilight Wish Foundation as Senior Advocate of the Year, and the Artz Philadelphia Community Catalyst Award. Connect with Jerold Rothkoff:  Website: https://rothkofflaw.com/Email: jrothkoff@rothkofflaw.comLinkedIn: https://www.linkedin.com/in/jerry-rothkoff-9a19b921/ & https://www.linkedin.com/company/rothkofflawgroup/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That's where Triad Member Devin Choules found himself a few years ago: 60,000 miles a year on the road, burned out, and questioning the life and business he had built.Everything shifted when Devin stopped trying to do it all himself. For years he had stayed understaffed and tried to get by keeping payroll as one of his lowest expense. But when he finally switched his mindset to "invest" in A-players, everything changed.His director of operations freed him from the grind, a second hire pushed the firm to $19M in total assets, and bringing on a seasoned lead advisor elevated the planning far beyond what Devin could have delivered alone. Each step proved the same point: hire great people, and get the hell out of their way if you want to scale!Today, Devin has rebuilt his firm around freedom—for himself, his team, and his clients. He shows how estate planning tools like the Yes Portal give families peace of mind, how asking emotional questions helps retirees spend without regret, and why true legacy isn't measured in money but in the memories we leave behind.3 of the biggest insights from Devin Choules…#1.) Growth Comes From Hiring A-PlayersDevin's firm jumped from $5M to $19M in just three years—without adding more marketing or seminars. The breakthrough came when he stopped trying to do it all himself and hired A-players. By building a team he could trust, Devin cut out 60,000 miles of travel a year, reclaimed time with his family, and gave clients a better experience. He shares why elite talent pays for itself, and why most advisors stay stuck by hiring cheap or being understaffed.#2.) Estate Planning That Actually Serves FamiliesMost clients have never seen their full net worth on one page. Devin shows how his firm's Yes Portal changes that—one login where clients (and their heirs) can see every account, every document, and every detail of their estate. By documenting everything and making it accessible in one place, advisors can give clients peace of mind now—and prevent chaos for their families later.#3.) Legacy Is About Memories, Not MoneyPeople don't just want to live longer, they want to live more. Devin shares how asking the right emotional questions helps retirees spend without regret, create meaningful experiences (like “cousin time”), and build a legacy their families will remember long after the money is gone.SHOW NOTEShttps://bradleyjohnson.com/132FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE Devin Choules is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.TP08254657234See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.