Podcasts about firm

Watch the YouTube version of this episode HEREAre you a lawyer looking to become better at video marketing? In this episode of the Maximum Lawyer Podcast, marketing expert Ryan Webber addresses lawyers at the MaxLawCon event, urging them to embrace video marketing to grow their practices in 2025. He debunks common excuses lawyers have for avoiding video, shares the success of his wife's real estate law YouTube channel, and highlights how video content builds trust and attracts clients. Marketing has changed over time and more so with the rise of the internet and social media. Many people are looking you up before they call you to get to know you and your business better. Because of this, it is important to have a presence online and have a good marketing strategy. Many lawyers have excuses for why they don't want to be on social media or record videos as part of marketing. Whether it be not knowing how to act on camera or how to edit, not focusing on marketing can keep you from making money and getting a good reach.When focusing on marketing, it is important to build a moat. A moat is doing something different and unique that AI or your competitors can't do. Think about something that makes you stand out from others. Maybe it's your creativity or the type of camera equipment you use when making videos. This will make it difficult for people to copy you. Viewers love paying attention to things that are different and unique, so create something only you can do!Listen in to learn more!1:10 The Evolution of Marketing & Online Presence4:59 Debunking Video Excuses10:38 The Power of Video Reach14:13 Educational vs. Entertainment Content16:17 Building a Moat & Unique Value Connect with Ryan:Podcast InstagramThreads YoutubeYouTube BlueprintTune in to today's episode and checkout the full show notes here.

Wendy and Terry kick off the new year with an honest, heart-led reflection on 2025, the moments that stretched them, shaped their family, and changed them in ways they didn't fully recognize at the time. From navigating grief and faith to watching their kids step into confidence, leadership, and generosity, they share what this past year taught them about trust, commitment, and listening to intuition, even when outcomes weren't guaranteed. They talk candidly about what it really takes to stay all-in through uncertainty, in parenting, marriage, and everyday life. They also share their Word of the Year for 2026, inviting listeners into a simpler, more trusting way of moving forward and choosing what truly matters next. This episode is reflective, real, and deeply encouraging, perfect for parents who want to begin the year feeling connected, clear, and anchored in what matters most. Perfect for parents reflecting on the past year and stepping into a more intentional new year of family life. Head to https://www.freshstartfamilyonline.com/304 for more info and guest links.

Ashley Chamberlain, founder of Chamberlain and Good Company, a bookkeeping and accounting firm that helps small business owners simplify their finances so they can focus on growth.Through her personalised consultations and services ranging from bookkeeping to tax preparation, Ashley empowers entrepreneurs with the knowledge and tools they need to make confident financial decisions and achieve sustainable success.Now, Ashley's journey from leaving corporate stress behind to building a thriving firm demonstrates how creating the right culture and support system can transform both business and personal freedom.And while leading a dedicated team and serving her community through teaching financial skills to women at risk, she's showing how business can be both profitable and purpose driven.Here's where to find more:https://chamberlainandgoodcompany.com/abouthttps://www.facebook.com/ashley.hineslyhttps://www.facebook.com/chamberlainandgoodcompany________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Anyone working in the food service industry knows the importance of operating efficiently, providing a quality product, and always prioritizing customer experience. Today's company, with its impressive roster of brands, has solutions to help with all of that.Tim Fitzgerald is the CEO of the Middleby Corporation, which trades on NASDAQ under the symbol MIDD. Middleby is a worldwide manufacturer of solutions for the commercial kitchen, as well as residential, indoor, and outdoor appliances, and systems for industrial processing, packaging, and baking.Tim was named CEO in 2019. Before that, he served as Chief financial Officer, a position he held since 2003. Since joining Middleby over 25 years ago, Tim has been heavily involved in company-wide strategic decisions and has led acquisition and business development activities, which has led to their portfolio of roughly 120 brands.Today, Tim walks us through the impressive breadth of Middleby's offerings, their strategy for long-term value creation, and their ongoing commitment to innovation. Highlights:Middleby's Evolution (2:15)Spinning off Food processing (6:02)Share Buybacks (10:09)The Middleby Advantage (12:12)Commitment to Innovation (14:01)Sustainability in Kitchens (16:52)Middleby's go-to-market strategy (19:04)Food Service Trends (21:29)Opportunities on the Horizon (23:39)Links:Tim FitzGerald LinkedInMiddleby LinkedInMiddleby WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

Chinese Firm To Cut Silver Use In Solar Cells As Costs Surge As the price of silver continues to rise, solar panel manufacturers continue to move forward their efforts to reduce the amount of silver that's needed, with some manufacturers indicating that they are even finding substitutes. It's an important development you'll want to be aware of, and Vince Lanci goes through what just happened in this morning's show. So to find out more click to watch the video now! - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

With Tom on vacation and an eerily convincing AI stand-in holding down the mic, Don kicks off 2026 by tackling one of the most persistent listener questions: how to actually find a true fiduciary—and how to eliminate salespeople fast. Using FINRA's BrokerCheck as a simple filter, the show explains why the “B” matters, why dual-registered advisors are still a risk, and how complexity is often a red flag. From there, the conversation dives into the rise of RILAs (registered index-linked annuities), why their shiny back-tested returns don't mean much, and how simpler balanced portfolios often do better with far less risk and confusion. Along the way, the hosts cover podcast reviews, investing in bourbon barrels (don't), Roth IRAs for teenagers (do), and close with Tom's five timeless investing rules for 2026: go global, simplify, define risk, rebalance, and understand your taxes. 0:04 New year, Tom on vacation, and the rise of AI Tom 0:22 AI voices, joke quality, and job security jokes 2:20 Welcome and the show's core mission 2:46 How to actually find a real fiduciary 3:30 BrokerCheck explained and why the “B” is a deal-breaker 5:24 Firm searches and fast advisor elimination 6:38 Why dual registration still isn't fiduciary 7:22 RILAs introduced and why “index-linked” is a warning sign 9:38 Hypothetical returns and misleading back-testing 11:19 Balanced index funds vs annuity complexity 13:00 Why RILAs solve no real investor problem 14:08 How to leave podcast reviews (and where) 15:22 Apple vs Spotify reviews and ratings reality 17:34 Ratings, trolls, and thin-skinned hosts 20:07 Tom's five investing rules for 2026 20:41 Go global—actually global 21:56 Fewer accounts, less mess 22:49 Know your risk before the market teaches you 23:50 Rebalancing after strong stock years 24:38 Understanding taxes by account type 27:33 Bourbon barrel investing pitch—hard pass 29:13 Custody risk and private-investment danger 31:35 No sales guests, ever 33:54 Roth IRAs for working teens 34:35 RetireMeet 2026 announcement Learn more about your ad choices. Visit megaphone.fm/adchoices

In Part 2 of this powerful conversation, Zack and Becky Mariscal return to the Deep Spirituality Podcast to discuss the "spiritual mechanics" of resilience. Their story reveals how internal strength is forged through profound suffering, moving from a place of human fragility to firm faith.This episode will help you shift your perspective on current troubles—not by ignoring them, but by learning how to fix your gaze on the unseen. Whether you are facing a health crisis or navigating the "ups and downs" of life, you will walk away with a meaning-making framework for resilience and the inspiration to turn toward God instead of shutting down.► SUBSCRIBE: ⁠https://youtube.com/deepspirituality/?sub_confirmation=1⁠Scriptures:2 Corinthians 12:8-9 NIVEcclesiastes 9:11 NIV2 Corinthians 4:7-9 NLT2 Corinthians 4:16-18 NLTRomans 15:4 NASBPsalm 46:1-3 NASB95Psalm 77:19 NLTChapters:00:00 - Optimistic resilience 01:56 - How does your knowledge of God increase your resilience?08:16 - How breaking up made us stronger.21:44 - What young men can do.26:09 - How do you stay joyful in suffering?32:30 - Ad: Kingdom of Prayer33:24 - Take initiative in relationships40:05 - How what we go through can help others50:51 - Wrap up

Watch the YouTube version of this episode HEREAre you a lawyer looking to learn about personal and professional growth? In this episode of the Maximum Lawyer Podcast, host Tyson Mutrux interviews Chris Earley about his unconventional path to founding a law firm, the challenges he faced in the legal profession, and his journey of personal growth. He discusses the pivotal role of mentorship, mindset shifts, and self-care practices like meditation. Chris shares his insights on the need to address personal issues while running a law firm to ensure they don't interfere with professional responsibilities. Being a lawyer can be very tough, especially with the types of cases seen and it can lead to irrational and heated behaviour that can affect other people. Chris tells listeners to pause and really take some time to think about your feelings before you potentially make a mistake, like sending a fiery email. It is also important to think about healthy alternatives like therapy to work through your issues.It is really important for lawyers to be authentic. Being real and vulnerable is the best way to connect with people and network with others in the industry. For Chris, he uses LinkedIn as a platform to share real, vulnerable moments with followers. It is the perfect place to share successes and failures so others can learn, especially for fellow lawyers who are looking to learn from those who are more seasoned.Listen in to learn more!3:52 Lessons on Mindset Shifts5:48 Navigating the Overload of Legal Experts 16:45 Addressing Personal Issues33:37 Vulnerability as a Superpower38:10 Authenticity for LawyersConnect with Christopher:Website InstagramLinkedin717-956-2501Tune in to today's episode and checkout the full show notes here. 

In this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real estate, private equity secondaries, and private credit. Discover the macro themes shaping these dynamic sectors, from new cycles in real estate to the growing need for liquidity in private equity. Tune in to equip yourself with the knowledge to identify opportunities in the evolving private markets landscape. *********** Anant Kumar is a managing director and head of research with Benefit Street Partners, based in our West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar worked in the capital markets advisory group at Lazard Frères and the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India. Taylor Robinson is a Partner of Lexington Partners, primarily focused on sourcing, negotiating, and executing secondary transactions. Taylor joined Lexington Partners in 2008 from JPMorgan, where he was in investment banking and leveraged finance. Aside from his investment focus and other Firm responsibilities, he is a member of Lexington's ESG steering committee and Franklin Templeton's global Stewardship & Sustainability Council. ​​Jeb Belford, equity owner and Managing Director, is the Chief Investment Officer of Clarion Partners. He is chairman of the Firm's Investment Committee, and a member of the Executive Board​. From 2013-2021, Jeb was the lead Portfolio Manager of the Firm's open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Firm's value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm's Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984.​​ ​************ Resources: 2026 Private Market Outlook Executive Summary Anant Kumar | LinkedIn Taylor Robinson | LinkedIn Rick Schaupp | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Faith doesn't fail in pressure—it grows.1 Thessalonians 3 reminds us that trials don't stop the work of God; they prove it.Follow us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@thebible.girl

Plus: China's electric-vehicle market may see demand cool further this year. And AT&T plans to move its global headquarters from downtown Dallas to a nearby suburb. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

How mathematical rigor, probabilistic thinking, and family priorities shape a young investor's approach to finding overlooked opportunities.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/David Diranko is a 29-year-old German mathematician turned professional value investor who uniquely combines statistical rigor with contrarian small-cap investing, building his investment advisory firm Diranko Capital while sharing research through his newsletter Contrarian Cash Flows.3:00 - David explains his unconventional journey from mathematics to IBM data scientist to full-time value investor, detailing how he worked 40+ hours at IBM while spending another 30 hours weekly on investing before making the leap to launch Duranko Capital.6:00 - Drawing parallels between Ben Graham as "the original data scientist" during the Great Depression, David discusses how mathematical thinking enhances investment analysis through probabilistic frameworks and viewing intrinsic value as a range rather than a single number.10:00 - The decision to share research publicly through Contrarian Cash Flows despite initial hesitation about giving away "edge," leading to deeper thinking, network effects, and unexpected client relationships—though David candidly admits he's still learning to balance transparency with proprietary insights.20:00 - Europe's structural advantages for small-cap investors: fragmented markets across 27 countries, language barriers creating information asymmetries, and limited institutional coverage enabling patient capital to exploit mispricing—with David emphasizing the importance of investing in quality businesses over statistical cheapness.35:00 - AI's transformative impact on investing: from automating routine tasks to potentially replacing 50% of analyst work, while emphasizing that relationship-building, creative thinking, and probabilistic judgment remain distinctly human advantages that AI cannot replicate.50:00 - Balancing entrepreneurship with young family life (two kids under three), David shares his contrarian view that starting families early while building careers creates stronger bonds through shared struggle, rejecting the common narrative of family as a "reward" for career success.1:02:00 - Closing wisdom on finding meaning beyond financial returns, referencing Charlie Munger's caution that a life purely about buying securities wouldn't be enough—investing must serve a deeper purpose than accumulation.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.

Watch the YouTube version of this episode HEREAre you a law firm owner looking to learn more about how to be a good leader? In this solo episode of the Guild Live Show, Tyson reflects on work-life balance, leadership, and the guilt many law firm owners feel about stepping away from the office. Sharing his own experiences, Tyson explores the psychological challenges of letting go, the importance of trusting your team, and why true leadership is measured by outcomes and freedom.Tyson shares some insights on feelings of guilt law firm owners have when being away from the office. A lot of firm owners tend to tie their value to their presence, which is where this guilt can stem from. There can be thoughts of things going wrong in the office or fires not being put out. To move away from this mindset, it is important to ensure you can trust your team to handle things while you are away. Whether it's delegating work to specific people or asking for updates on a recurring basis, these things can help you feel more at ease and allow that guilt to disappear.Tyson talks about visible versus meaningful effort. For leaders, being present in the office doing things does not mean anything unless you are working on the right things. You have to show up and work with intention to ensure your firm is successful. If you know there are improvements that need to be made, show up and outline steps to get that done. This shows you are serious about making sure your firm grows and succeeds.Take a listen to learn more!4:00 The Guilt of Being Away6:52 The Danger of Identity Tied to Work11:07 Visible vs. Meaningful Effort14:42 Trusting Your Team and Letting Go18:33 Leadership Is About Outcomes19:25 Freedom as a Metric for Success Tune in to today's episode and checkout the full show notes here. 

Homily for the Solemnity of Mary, the Holy Mother of God

Early retirement is a dream for many Americans, but making it work requires more than just saving enough money; it requires smart tax strategies. In this episode of Purposeful Planning, we explore how Roth conversions can help early retirees reduce their lifetime tax burden and create more tax-free income in retirement. From understanding the five-year rule to timing your conversions strategically, discover whether this approach makes sense for your situation. Sources: https://www.aspenwealthmgmt.com/retirement-planning https://www.aspenwealthmgmt.com/tax-planning https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds https://www.financialplanningassociation.org/learning/publications/journal/MAY23-arithmetic-roth-conversions-OPEN https://smartasset.com/taxes/conversion-tax-planning-strategy https://www.aspenwealthmgmt.com/about-us https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth https://www.aspenwealthmgmt.com/resource-center/estate/gifting-strategies-without-hurting-retirement https://www.aspenwealthmgmt.com/resource-center/retirement/early-retirement-and-tax-smart-roth-conversions 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.

Watch the YouTube version of this episode HEREAre you a law firm owner looking to change how you run your business? In this episode of the Maximum Lawyer Podcast, Mathew Kerbis, a lawyer and founder of Subscription Attorney discusses how AI is transforming legal work and why the traditional billable hour model is becoming obsolete. Mathew talks about the framework for using AI effectively within the legal space. It is important to remember that AI tools, like ChatGPT, are not calculators. They have biases and are reinforced by the humans who designed them. They are also not perfect and should be used as an aid. For the legal space, AI should be used to give you all the information before giving you an answer.Mathew delves into the topic of the billable hour model and why firms should move to subscription based models. The billable hour includes doing a bunch of tasks for a client within a set time frame for a price. If a client only pays you for one hour, you are only working for that hour. But switching to a subscription based model with AI in mind means you can scale your business better. You can develop better relationships with clients because there is predictable revenue.Listen in to learn more!4:38 The Latent Legal Market Opportunity9:11 Framework for Using AI Effectively13:25 Retrieval Augmented Generation & Tool Selection16:07 AI in Legal Practice19:10 The End of the Billable Hour & Subscription BenefitsTune in to today's episode and checkout the full show notes here. Connect with Mathew:Website  Linkedin Youtube

Join the brand new season of Elite Finance Podcast with Kaushik, with Greg Giordano, from Veritas Capital, one of the leading technology & services Private Equity firms in the world! The Elite Finance podcast features elite professionals & investors from the top PE, HF, VC, IB & AI firms in the world. Kaushik is the leading voice in the High Finance space, having built 3 Private Equity platforms to date, including Onefinnet, the #1 Finance platform in the world245 | Greg's Intro350 | Greg's Experience with Onefinnet500 | What does Veritas Actually Do700 | What does it Look Like to Work in Private Equity900 | Different Kinds of Private Equity Firms1100 | What Goes in Minds of Private Equity Investors1300 | Best Practices of Due Diligence for Private Equity Firms1500 | How to Overcome Large Risks in Private Equity1710 | Strategies Employed in Private Equity2000 | How does a Private Equity Deal Look Like2240 | Private Equity : How does Value Addition Work2510 | Private Equity : Kinds of Exit Strategies2845 | Promising Market Sectors for Next 5 Years3100 | Competition : How to Standout from other Private Equity Firms3350 | Deal Sourcing : How does a Deal Lands with a Firm3600 | Importance of Teams : How is a Team Formed3850 | How to Build a Skillset for Private Equity Operator4110 | Role & Impact of Technology in Private Equity4345 | Future of AI and Human Capital in Finance Industry4630 | Balancing Short-Term & Long-Term Investments 4935 | How to Standout as Candidate for Private Equity5225 | Early Careers : How to Standout as an Analyst5530 | Potential Candidate : Important Factors to Standout5850 | How does Operational Sides of Private Equity Look Like10130 | Challenges You Face in Private Equity10355 | How does MBA help in Career10700 | One Piece of Advice10845 | Ending Note

Do you and your spouse disagree about discipline—one of you feels too strict while the other feels too soft?Are your kids pushing boundaries, playing you against each other, or reacting emotionally because expectations aren't clear?In this episode of the Extraordinary Family Life Podcast, Greg and Rachel Denning break down the authoritative parenting style—and why it's the gold standard for raising confident, capable, emotionally healthy kids. You don't need to parent the same way, but you do need to parent from the same underlying approach.We explain why discipline is rooted in teaching, not punishment, and how authoritative parenting creates structure without control and warmth without permissiveness. When parents are divided, kids feel insecure. When parents are united, children feel safe—and behavior improves naturally.This episode walks through the four major parenting styles, why authoritarian and permissive approaches both fail long-term, and how authoritative parenting balances firm boundaries with connection, respect, and clarity.We also discuss:Why kids actually need boundaries to feel safeHow to disagree as parents without damaging your marriageThe difference between being a boss and being a leader in your homeHow to repair mistakes in real time (even in front of your kids)Why teaching builds internal motivation while punishment creates fearIf you want kids who do the right thing for the right reason—and a home built on trust, stability, and mutual respect—this episode gives you the framework.Key Takeaways✅ The authoritative parenting style creates security and confidence.✅ Discipline works best when it teaches instead of punishes.✅ Kids need clear boundaries to feel safe—not freedom without limits.✅ Parents can have different styles but must share the same approach.✅ Firm and kind are not opposites—you need both.✅ Unity between parents prevents manipulation and power struggles.Memorable Quotes

Jawad Mian is the founder and managing editor of Stray Reflections, serving elite hedge funds and family offices worldwide, while uniquely integrating deep spiritual wisdom with global macro investing through his acclaimed book and podcast.3:00 - Jawad shares how seeking his entrepreneur father's approval shaped his drive for success, revealing the subconscious motivation behind his ambitious twenties working in finance.5:30 - The evolution of motivation: 20s spent seeking dad's approval, 30s deepening spiritual life, 40s focused on marriage—how Jawad's purpose transformed across life decades while pulling more from himself by showing up for others.7:00 - Why Jawad walked away from launching his hedge fund at 30 despite Market Wizards aspirations: "I realized I'm not the same guy who had that dream when he was 20."11:00 - The pivotal Quranic verse that reframed everything: "Competition in worldly increase diverts you until you visit the graveyards"—realizing material pursuits alone weren't enough after witnessing his father's success without contentment.21:00 - Inside Stray Reflections' boutique model: serving 30-40 elite clients at $30K+ annually, rejecting scale for depth, quality, and protecting creative freedom from institutional pressures.28:00 - Big Idea: "There's a certain magic in the mundane" - Jawad's discovery that extraordinary insights emerge from ordinary moments through journaling, not just dramatic events.38:00 - The contrarian case for indexing: Why Jawad holds 80% in passive index funds despite being a macro analyst, acknowledging his cognitive biases and preserving mental bandwidth.46:00 - Writing as meditation: How daily writing became spiritual practice, processing experiences and ideas without agenda, leading to unexpected business opportunities.55:00 - Information diet philosophy: "I'm only reading to write...I trust that what is important will come to me" - shifting from consuming everything to intentional, curated knowledge.59:00 - Redefining success through faith: "Wealth in excess of daily provision isn't a blessing, it's a test" - the Islamic framework of stewardship over ownership that transforms how Jawad approaches money and achievement.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.

Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolving landscape of AI in accounting. In This Episode: 00:00 Welcome & Guest Introduction 01:21 Leroy's Path to Accounting 03:10 Starting a Construction Accounting Firm 05:45 Keys to Firm's Rapid Growth 07:20 Hiring Lessons Learned 10:52 Transition to Tech: Level Copilot 14:03 AI & Automation in Bookkeeping 16:16 Level Copilot vs. QuickBooks Online 18:53 Implementing New Technology 21:37 Roger's Tech Implementation Insights 23:55 Surprises from Level Copilot Use 25:52 Accounting Firm vs. Software Company 27:36 QuickBooks Online's Impact on Tech 29:38 Improving Firm Margins Today 31:02 Gratitude and Future Outlook 32:18 Future of Accounting & Calls to Action 34:53 Conversation Summary & Closing Thoughts 37:38 Final Words & Resources Key Takeaways: Niche Down: Focus on specific client needs, like job costing for construction, to drive growth and attract ideal clients. Hire Smart: Implement a multi-stage interview process, including case studies, to ensure cultural fit and technical proficiency. Embrace Technology: Leverage software like Level to proactively identify errors, improve team communication, and enhance service quality. Optimize Margins: Understand your ideal customer, say "no" to bad clients, and increase prices for valuable services to improve profitability. Stay Optimistic: Maintain a positive outlook and adapt to changes in the industry, including the rise of AI, viewing them as tools to enhance efficiency. Featured Quotes: "Trying to help my parents with their problems, I pursued a career in accounting." — Leeroy Beeby "Niching was really important. Understanding, like, hey, you know, we were solving a very specific problem at that time and we could sell that quite easily to contractors." — Leeroy Beeby "Level is the icebreaker for the questions to be asked on like, okay, well, what's the correct process for this?" — Leeroy Beeby 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: Receive a 25% discount on your subscription: https://www.checkthelevel.com/lp/buildingthepremieraccountingfirmpodcast    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 where 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  

Watch the YouTube version of this episode HEREAre you looking for some insights on how to create a healthy firm culture? In this episode of the Maximum Lawyer Podcast, Tyson interviews law firm co-founder, Travis Howard about his journey from corporate life to building a firm with a strong, authentic culture rooted in shared values, transparency, and conscious leadership. They discuss practical strategies for defining and sustaining company culture, managing ego, and fostering emotional intelligence. As a law firm owner who can control the culture of that firm, it is important for the culture to mimic that of the owners. It is important to take shared experiences of the owners and use those to design the foundations of the culture from that. You don't want to create a culture that simply mimics that of another because you feel that is what your workers want. Using it as inspiration, you understand your own values and that of your staff and create something dynamic.Travis shares some practices that enable growth for a firm. One practice is to be honest with each other about what the core principles are for the firm and follow them. For Travis, his firm still does formal reviews, which began at the start of the firm, to talk about things staff are displeased with and things they can do better. This really builds trust for staff and allows for open dialogue.Listen in to learn more!• 4:19 Building Law Firm Culture• 8:08 Avoiding Toxic Culture• 17:30 Unique Cultural Practices• 31:27 Culture's Role in Reputation and Trust • 35:21 Practices That Enable Growth• 44:51 Introspective and Conscious LeadershipConnect with Travis:Website LinkedIn Tune in to today's episode and checkout the full show notes here.  Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

The Legal Team discusses what happens with clients when leaving a firm.

Are your boundaries too soft… or too strict?Most women fall into one of two extremes:They either give too much and lose themselves…Or push everyone away to protect themselves.But underneath both?The same root wound:“I'm not worthy of love as I am.”In this episode, I break down the subconscious patterns that drive both over-giving and over-protecting, how they stem from childhood beliefs, and why true self-worth isn't found in how much you do—or how tightly you guard yourself.If you've ever felt like you're doing all the work in relationships or feel safer alone than letting someone in… this one is for you.

This week, The Daily is revisiting some of our favorite episodes of the year and checking in on what has happened in the time since.President Trump has used executive orders to wage war on law firms, specifically targeting those whose lawyers have investigated or sued him, or represented his enemies in court.Michael Barbaro speaks to Thomas Sipp, a lawyer who chose to quit after his firm, Skadden, negotiated a deal to placate the president.Guest: Thomas Sipp, a lawyer who left his firm after it negotiated a deal with Mr. Trump.Background reading: Listen to the original version of the episode here.Read about how Paul Weiss, a major democratic law firm, ended up bowing to Mr. Trump.Ever since the elite law firms Skadden and Paul Weiss reached deals with the Trump administration, top partners have closed ranks in support of the agreements.Photo: Graham Dickie/The New York TimesFor more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.  Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

Matthew Stafford is a venture capitalist, angel investor, and co-founder of Nine Others—a global entrepreneur network spanning 5,000 founders across 50 cities—who transformed from school dropout to successful investor by proving that authentic, give-first relationships create more wealth than transactional networking.3:00 - Matthew explains the Nine Others concept: monthly dinners for 10 people where founders share their biggest challenge by answering "What's keeping you up at night?" The community has run for 14 years and inspired his new book of the same title.7:20 - School dropout story: Matthew shares the uncomfortable reality of dropping out after weeks at college, feeling lost in his early 20s, before finding his path through IT work and eventually earning a computer science degree at Durham University at age 27.10:45 - The turning point: Seeing his now-wife graduate sparked his return to education. He proved he could excel academically while surrounded by 18-year-olds with straight A's, learning to balance work, study, and life.18:30 - Building Nine Others: Started with simple dinners to help founders solve problems together. Matthew deliberately enabled connections without trying to capture value, trusting that "being helpful without expectation" would compound over time.28:15 - Give-first philosophy: "If I tried to capture things short term it wouldn't last five minutes." Matthew contrasts his approach with transactional networkers who only make introductions when there's something in it for them.35:40 - Investment approach: Focuses on knowing founders deeply before investing, understanding their sustainability and motivation. At early stages, the people behind the business matter more than the product.54:09 - Long-term greedy: Matthew references Guy Spier's concept, explaining how 10 years of being helpful, honest, and trusted creates "super easy" opportunities that feel like shortcuts but are actually the result of patient relationship-building.56:27 - The real shortcut: "How do you make wealth creation really easy? Know the right people, have them come to you, watch them build big businesses. That's the shortcut—doing that stuff and then having it easy."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.

New episode up!!! This was five year anniversary show! I got an opportunity to chat it up with my first guest Dawn Robinson. We chat about how life has been since her going public about her living quarters. The recent member shift with En Vogue, Her past collaboration with The Firm, We also chat

Watch the YouTube version of this episode HEREAre you a law firm owner who does not know what to do with ideas that stem from conversations from your team? In this episode of The Guild Live Show, Tyson Mutrux explores the concept of "sparks" — those small moments or ideas that ignite creativity and innovation.Tyson shares how sparks can lead to innovation for a firm. In moments of conversation and sometimes friction, sparks can come up through realization. Maybe someone challenges a belief or some personal irritation is expressed to a group of people. They can be created in a few different ways in a team setting.It is important to know when to execute or abandon sparks. Maybe executing a spark makes sense when you have a strong team dynamic. Maybe you need to plan in order to execute the spark, especially if you or the team don't have the capacity. But, sometimes abandoning the spark is better when you realize it is not a possibility at all for your firm.Listen in to learn more!• 6:49 Reflection on Sparks • 10:08 Creating Conditions for Sparks • 14:03 Hypothesis vs. Commitment for Ideas• 22:41 Capturing and Documenting Sparks • 24:43 Knowing When to Execute or Abandon • 25:37 Value of Pattern Interrupts Tune in to today's episode and checkout the full show notes here. 

Most of my team is in the Philippines—one of the best decisions I've made. Here's why it works and how to do it right.

Plus: Nvidia and Coupang shares jump. And analysts say Samsung Electronics and SK Hynix could benefit from DRAM demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy Holidays, Dear Friends! Enjoy this special episode where I share a few stories and my reflections on the year. 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.

Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an advisor-turned-entrepreneur, this episode is for you! Listen in as Mark shares how a period of losing clients pushed him to change his business model, hire a coach, and get hyper-clear on his value proposition and service offering. He also opens up about the lessons he learned through the decisions he made, including the mistakes that contributed to an unsustainably high churn rate. Don't miss hearing key insights from Mark's entrepreneurial journey, as well as what any business owner can take away from the challenges he faced and the growth that followed. You can find show notes and more information by clicking here: https://bit.ly/48zziYI

Alaattin Kilic explains why trust, not ad spend, has become the most valuable asset in today's investor migration market.View the full article here.Subscribe to the IMI Daily newsletter here. 

Watch the YouTube version of this episode HEREDo you want to improve client communication for your firm? In this episode of the Maximum Lawyer Podcast, Devon Slovensky, founder of a Southwestern Virginia Family Law Firm, shares how her team maintains high standards of client communication amid rapid growth. Speaking at a MaxLawCon 2025, Devon introduces the “client happiness call” initiative—which has improved client communication for her firm.A firm's client communication can really make or break its success. Devon shares how her firm's client happiness calls have been used to determine gaps in communication. Doing this ensures that attorneys are held accountable to what they say they will do. Having these calls also ensures clients are prioritized and attorneys are doing their jobs. Creating a system for this can include having a client happiness coordinator and some sort of CRM to manage these calls and input and retain information.Devon speaks to unhappy clients and how to unearth this and understand this as a lawyer. Most of her clients are satisfied, but it can be tough to admit when you as a lawyer can't deliver something 100% because of whatever issue that presents itself. Understanding this can create confidence in a lawyer in having better communication with clients on realistic expectations. Avoiding unhappy clients includes keeping them up to date on their case, explaining things that they don't understand and being honest about next steps.Listen in to learn more!3:10 Client Communication Gaps and Accountability4:08 Building the Client Happiness Call System7:58 Metrics and Board Visualization10:01 Attorney Confidence and Common Issues12:06 Unearthing Quietly Frustrated ClientsConnect with Devon:Website Tune in to today's episode and checkout the full show notes here. 

Christmas Eve Stakes and a Narrow Path The Detroit Lions fly to Minneapolis with a slim, real path. Win at the Vikings on Christmas. Win at the Bears in Chicago. Hope the Packers lose out. That is the math. It is not pretty, but it exists. The other motivator is pride. Going from the best record in the NFC last year to the basement in the NFC North will not sit well with Dan Campbell or his locker room. The Lions are favored. They should play like a team with playoff vitality. Context matters in December in the NFL. Detroit needs urgency and clean execution. The margin is small. The opponent is wounded, not harmless. Vikings Quarterback Shuffle: Max Brosmer Time Minnesota ruled out JJ McCarthy on Tuesday afternoon. A hairline fracture in his hand ends his season. In comes Max Brosmer. He is an undrafted rookie with one start and mop-up reps. He has an arm and workable accuracy. He lost to the Seahawks, which happens to many. He is not Aaron Rodgers or Matthew Stafford. He is not even a fully healthy Jordan Love. That is a reprieve for a Detroit defense that has seen a run of top quarterbacks. The Vikings are battered elsewhere. Christian Darrisaw, their left tackle, is out. They have shut players down after elimination, similar to how the Lions just shut down Kirby Joseph. The depth chart is thin, but the skill talent around Brosmer still gives structure. Detroit must turn those absences into pressure and turnovers. A Defense That Hasn't Allowed a Passing TD in Six Games Here is the problem for the Lions offense. The Vikings have not allowed a passing touchdown in six straight games. That is the first time a team has done it since the 1989 Browns. This is a legit unit. They blitzed the Lions to great effect in the first meeting. They hammered the A gap. They made life hard for Jared Goff. Detroit's passing game has been inconsistent. Goff has been pretty good, but the interior pass protection must be better. Answers versus the A-gap pressure are non-negotiable. Quick decisions. Firm guards and center. Defined hot routes. Detroit Lions Podcast coverage this week centers on interior protection, blitz answers, and a battered Vikings offense. If the Lions cannot block inside, points will be scarce again. What It Means in Minneapolis and Beyond This sets up a grind. Expect Detroit to lean on pass rush against a backup left tackle and an inexperienced quarterback. Expect Minnesota to heat up Goff and test Detroit's A-gap integrity. Field position matters. So do red zone calls when passing touchdowns are hard to find. Win, and the Lions keep the playoff thread intact and roll into Chicago with purpose. Lose, and last place looms. The formula is simple. Protect the pocket inside. Tackle after the catch. Finish drives with touchdowns. It is Christmas in the NFL. Style points can wait. The Lions need a road win to keep the season alive. https://www.youtube.com/watch?v=H7n9Z9vYgPU #detroitlions #lions #detroitlionspodcast #a-gappressure #interiorpassprotection #jaredgoff #maxbrosmer #jjmccarthy #christiandarrisaw #backuplefttackle #undraftedrookie #sixstraightgames #passingtouchdown Learn more about your ad choices. Visit megaphone.fm/adchoices

Beyond celebrating, holidays are often also about giving and receiving. It's a timely episode that explores both, and so much more. Jen Laun is a well-being facilitator who guides family wealth professionals and rising generation members through transformative experiential learning focused on the sacred flow of giving and receiving, spiritual capital, and helping successful wealth creators—who excel at giving—learn the equally vital practice of receiving well.3:00 - Jen shares her upbringing as an only child with loving parents who encouraged her creativity and freedom to be herself. Her Italian family background brought warmth and strong support for her natural drive and interests.5:00 - CORE CHALLENGE INTRODUCED: Jen explains why wealth creators struggle with receiving. The first step is awareness—recognizing "I don't like to receive" or "it's not easy for me to receive." She emphasizes that receiving difficulties show up in complex ways, especially when money is involved.6:30 - BREAKTHROUGH INSIGHT: "When we have trouble receiving well, it also ends up blocking what someone is trying to do by giving." Jen shares transformative story from her workshops: a generous family wealth professional whose sick daughter forced him to receive from community. The healing on his face when he realized "I'm now in a place where I'm receiving more than I'm giving out. And I need that" stayed with her for years.8:30 - THE REFRAME: Jen teaches that receiving is an act of generosity—it gives others the opportunity to give. When you're not open to receiving, you're blocking another person who may experience joy by giving. She shares how her mom used this wisdom with a cousin who struggled to let friends pay for dinner.25:00 - Jen introduces spiritual capital: the intangible resources like wisdom, presence, and authentic connection that create lasting value beyond financial wealth for families.35:00 - Jen's evolution from corporate sales to well-being facilitation, guided by curiosity and inner knowing. Her friend Sam, age six, crystallized her purpose: "Jen, you help people."45:00 - Discussion of what truly creates legacy—not what we accumulate but the wisdom, presence, and authenticity we share.57:00 - JEN'S SIGNATURE QUESTION: "Where do we grow from here?" First requires knowing where you are right now, then exploring what would support your flourishing. Jen's sprout metaphor reminds us that growth begins beneath the soil, unseen, and even tiny growth matters.59:20 - ON SUCCESS: Jen defines success as being yourself and sharing that with others. Her friend Ruth (who died at 107) always said: "Tell people about your mistakes. Be real." Success means honoring yourself entirely—the good, bad, and ugly—and being authentic.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.

It all comes back to the DNA.The firms that know who they are will know who to be.You can learn a lot about an investment firm by listening to what they say.Alt Goes Mainstream's AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.The first season of The DNA stars EQT. In Stockholm, at EQT's AIM this past summer, I sat down for conversations with nine EQT executives.Each executive came from different parts of the firm — and different parts of the world.Each had fascinating backgrounds and stories about how they ended up in private markets and worked to build EQT.But there was a single throughline threaded throughout all of the discussions: the consistency and frequency that each executive talked about the firm's mission, vision, culture, and values.That's why it all comes back to the DNA.Episode 2 features EQT's Jean Eric Salata.Jean Eric Salata is the Chairperson EQT Asia and Head of Private Capital Asia. Jean started the regional Asian private equity investment program for UK-based Baring Private Equity Partners Ltd in 1997 and later led the management buyout of this program in 2000 to establish BPEA as an independent Firm. He has since been responsible for the investment activity of BPEA until 2022, when the company joined forces with EQT and was renamed BPEA EQT.Prior to BPEA, Jean was a Director of Hong Kong-based AIG Global Investment Corporation (Asia) Ltd., the Asian private equity investment arm of AIG. Prior to that, Jean was the Executive Vice President of Finance of Shiu Wing Steel, a Hong Kong-based industrial concern, and prior to that a management consultant with Bain & Company based in Hong Kong, Sydney, and Boston.Jean holds a B.S. (Hons) in Finance and Economics from the Wharton School of the University of Pennsylvania, where he graduated magna cum laude.Please enjoy this conversation with one of the industry's leaders in Jean Eric Salata.You can stream all the episodes on AGM's YouTube channel at AltGoesMainstreamAGM.Show Notes00:00 Introduction: The DNA of Firms00:34 Conversations with EQT Executives01:05 Jean Salata: Chairperson of EQT Asia01:32 Jean's Early Life and Career02:26 Journey to Asia03:28 Cultural Comparisons and Private Equity04:45 The Asian Private Equity Market05:09 Structural Alpha in Asia06:12 Shareholder Activism in Japan06:45 Liquidity in Indian Stock Market08:10 Evolution of BPEA's Strategy10:16 Challenges and Opportunities in Asia11:42 EQT's Partnership and Culture12:04 Building a Lasting Enterprise13:23 Industry Consolidation Trends14:54 Growth Opportunities in Asia15:24 Rebalancing Capital to Asia16:07 Underpenetration in Private Equity18:17 Family Businesses and Generational Change18:46 Wallenberg Heritage and EQT's Reputation20:02 Long-term Growth in Asia20:50 Mid-Market Growth Fund21:21 Exit Market in Asia23:01 Perceived vs. Actual Risk in Asia23:49 Thematic Investing and Value Creation24:32 Alpha in Asian Markets25:35 Intellectual Stimulation in Asia26:44 Leadership and Continuous Learning28:38 Motivation and Career Development31:12 Conclusion and Final Thoughts

Watch the YouTube version of this episode HEREAre you an attorney looking to learn some things from a seasoned attorney? In this episode of the Maximum Lawyer Podcast, Tyson chats with William Reid. who shares insights from his career fighting institutional “bullies,” the challenges and rewards of plaintiff-side practice, and the importance of work-life balance and being present as a parent. William shares some insights on the challenges of practicing criminal law. One challenge is leveling the playing field for those who don't have access to justice. This can lead to many people not getting the conclusions they deserve because they can't afford a lawyer who will fight for them. Many lawyers are only in it to make their money and not fight for their clients. For William and his colleagues, they work to ensure their clients are the main priority.William and Tyson talk about using AI in the legal space. William used AI when he has jury trials. He will read his opening or closing statements into the AI machine and it pops out some good snippets that he will use in court. AI tools can be used as time saving devices in an environment where time is not on your side. For William, trial prep time dropped significantly and this can give you more time to focus on other things.Listen in to learn more!2:25  Motivation for Fighting Giants in Law5:20  Challenges in Criminal Defense and Big Law8:09  AI's Impact on Legal Fees and Law Practice17:54  Practical Uses of AI in Legal Work27:21  Starting a Law Firm and Defining Success39:15  Building and Hiring a Great Legal Team48:26  Empowering Young Lawyers and Team Success Tune in to today's episode and checkout the full show notes here. Connect with William:Website Linkedin 

Matter of Tepec-Garcia, 29 I&N Dec. 371 (BIA 2025)termination; in absentia; DHS burden to prove alienage  Matter of L-A-G-B-, 29 I&N Dec. 339 (BIA 2025)Panama cartels; CAT; snitches; series of suppositions  Matter of Kim, 29 I&N Dec. 339 (BIA 2025)LPR cancellation of removal; discretion; criminal history; South Korea Matter of Lema Mizhirumbay, 29 I&N Dec. 351 (BIA 2025)discretion; weighing factors; criminal history; OSHA violations Matter of N-P-A-, 29 I&N Dec. 347 (BIA 2025)de novo; well-founded fear; ability to freely leave country; pretextual summons; Moldova Matter of Rodriguez Pena, 29 I&N Dec. 358 (BIA 2025)bond; dangerousness; threats; false claim to citizenship; victim affidavits; dismissed criminal charges Matter of Palma-Olvera, 29 I&N Dec. 355 (BIA 2025)good moral character; DUI; Castollo-Perez; rebutting presumption Sanik Herrera v. Bondi, No. 25-3207 (6th Cir. Dec. 15, 2025)motion to reopen; exhaustion; due process; sua sponte Liao v. Bondi, No. 25-60427 (5th Cir. Dec. 17, 2025)untimely petition for review; mandatory claims processing rule; Riley; prison mailbox rule; affidavits Matter of L-T-A-, 29 I&N Dec. 362 (BIA 2025) firm resettlement; some other type of permanent resettlement; A-G-G-Kurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years. Eimmigration "Simplifies immigration casework. Legal professionals use it to advance cases faster, delight clients, and grow their practices."Special Link! Gonzales & Gonzales Immigration BondsP: (833) 409-9200immigrationbond.com  EB-5 Support"EB-5 Support is an ongoing mentorship and resource platform created specifically for immigration attorneys."Contact: info@eb-5support.comWebsite: https://eb-5support.com/Stafi"Remote staffing solutions for businesses of all sizes"Click me!Want to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATION:Email: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerSupport the show

As the year comes to a close and ClientWise marks 20 years in business, Ray Sclafani shares a thoughtful year-end leadership reflection on what it truly takes to build an enduring wealth management firm.In this short, reflective episode of Building the Billion Dollar Business, Ray explains why long-term thinking has become a competitive advantage for financial advisors and why leadership depth is no longer optional. He introduces a practical three-year planning framework that helps advisory firm leaders balance reset, execution, and compounding growth while the business remains in motion.This episode is designed to help financial advisors step back, clarify priorities, and think beyond the next quarter without losing momentum. Ray also shares powerful coaching questions to guide year-end reflection, leadership growth, and intentional planning for the years ahead.Key TakeawaysEnduring advisory firms are built through long-term leadership thinking, not short-term reactionsA three year time horizon is far enough to create clarity but close enough to remain actionableStrong leaders reset, execute, and harvest results simultaneouslyPlanning does not require pausing the business; leadership happens while moving forwardThe future of wealth management remains strong for firms willing to invest with intentionQuestions Financial Advisors Often AskQ: What is the three year planning cycle for financial advisors? A: The three year planning cycle is a leadership framework that encourages advisors to plant seeds in year one, execute in year two, and see visible impact in year three, allowing for clarity without losing momentum.Q: Why is long term thinking important for advisory firm growth? A: Long term thinking helps advisory firm leaders make better trade-offs, avoid reactive decisions, and invest in people, systems, and leadership depth that compound over time.Q: How does leadership depth impact advisory firm success? A: Leadership depth is now a competitive advantage because enduring firms rely on strong teams and next-generation leaders, not just a single founder or rainmaker.Q: How can financial advisors plan while still running the business day to day? A: Effective leaders plan while the business is in motion by resetting what no longer works, executing current initiatives, and benefiting from prior investments all at once.Q: What should financial advisors reflect on at year end? A: Advisors should reflect on who they need to become as leaders, what they must stop tolerating, where to invest earlier, and who deserves recognition for their impact.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

As we navigate the holiday season, setting boundaries can be challenging. Find out how to respond confidently to intrusive questions and requests without guilt or drama. Learn why boundaries are hard to set during the holidays and discover effective strategies to assert your needs while maintaining relationships. From common boundary mistakes to real-life examples, this episode offers practical tips to help you protect your energy and priorities, enhancing both personal and professional interactions. Tune in to develop the skills to speak up with confidence and authenticity. Happy holidays! 00:00 Introduction: Navigating Holiday Boundaries 00:52 Why Setting Boundaries is Challenging During Holidays 08:56 Common Boundary Mistakes and How to Avoid Them 12:52 Effective Communication for Firm and Warm Boundaries 13:56 Handling Pushback on Your Boundaries 16:12 Conclusion: Strengthening Your Unapologetic Voice  

Every firm knows it should be marketing. But go deeper. How should you be thinking about your firm's own individual goals, brand, and budget? If you're at a smaller or mid-size firm, you don't get a pass on marketing. You still need to reach potential clients. But you'll have to do it on a smarter, scaled level. Guest Erika Steinberg spent decades developing marketing strategies for large firms, then she formed her own company, CMO2go, which helps smaller and mid-size firms develop and execute marketing strategies that fit their budgets.  Don't feel overwhelmed by the word “strategy” or be intimidated by the very idea of marketing. Strip it down to the essentials and take it step by step. A good marketing brainstorming can help you not only focus your strategies but also understand your firm's goals and target audience.  Are you committing the sin of “random acts of marketing?” Find out on this episode of the Un-Billable Hour.   Ask us anything for the Community Table. Leave us a question online! Join the next Community Table discussion live! Always the third Thursday of the month at 3pm Eastern.

In this episode, Steve Fretzin and Charlie Gaudet discuss:Moving beyond hard work toward sustainable growthEscaping the founder-centered business modelOutperforming talent using systems Protecting time as the highest-leverage asset Key Takeaways:Hard work eventually becomes a liability when it replaces strategy, systems, and recovery. Sustainable growth requires designing the business so it scales without destroying the founder's health or capacity.Businesses stall when the founder becomes the bottleneck for decisions, delivery, and growth. Long-term scale only happens when systems and teams replace heroic individual effort.Top performers win not because they work harder, but because their systems reduce variation and create consistency. Documented, measurable processes turn small improvements into repeatable, compounding gains.Return on Time matters more than effort, activity, or hours worked. Delegation, automation, and pricing strategy free leaders to focus on high-impact thinking instead of constant execution. "They have to look at ROT, which is return on time… Where are they spending the time, and how do they maximize their time?… Raise your rate… leverage AI… More and more attorneys are able to get more done in less time when they can leverage AI in the right way." —  Charlie Gaudet 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/ 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 Charlie Gaudet: Charlie Gaudet is the author of “The Predictable Profits Playbook: The 7- and 8-Figure CEOs' Guide to Generating Consistent and Sustainable Growth“ (voted #1 Book on Sales & Marketing by Indie Excellence) and host of The Beyond 7-Figures Podcast.The International Business Times called him “The Go-To Business Coach for 7- and 8-Figure Businesses” and perhaps the “busiest sales coach in the US.“GritDaily said Gaudet is: “regarded in entrepreneurial circles as one of the top coaches for helping entrepreneurs surpass the seven and eight-figure mark.”Yahoo Finance referred to him as: “The CEO Whisperer.”CEO Weekly said he was one of the top 10 “Innovative CEOs to Follow.”And he's listed at the top of several “Best Business Coach”  lists.He's been an entrepreneur since the age of 4, created his first multi-million dollar business at 24, and has helped others generate millions with his strategies.He's received numerous awards and recognition (including founding a company named as “One of the Best Seed Stage Companies” by Ernst & Young), received his Certificate of Leadership Development from The US Army War College and has his business advice featured around in the world – including Inc., Forbes, Salesforce, Success, Entrepreneur, and Fox Business – as well as on podcasts and radio.He was named one of American Genius's Top 50 Industry Influencers.He trains in Brazilian Jiu-Jitsu (two gold medal finishes) and is a 3-time wrestling state champion. He lives in Florida with his beautiful wife, three adorable kid-preneurs, and one badass dog. Connect with Charlie Gaudet:  Website: https://predictableprofits.com/  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. 

Which NFL teams are we most confident about?

Dave Sather is a Certified Financial Planner and founder/CEO of Sather Financial Group, a $2 billion fee-only investment management firm in Victoria, Texas, who has built authentic client relationships through disciplined value investing over 25+ years while creating the award-winning Bulldog Investment Company student internship program at Texas Lutheran University.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Dave shares formative childhood shaped by Depression-era parents who instilled frugality, work ethic, and educational investment. Required to save 50% of all earnings for college from early age, working multiple jobs at 14 to fund goals.6:30 - Career path story: From El Paso military town to Texas Lutheran education, initially resisting Victoria, Texas but relocating for family obligations. Started advisory firm during 1990s Texas recession when banks and real estate were collapsing.9:00 - Building relationships in small-town Victoria became competitive advantage. “If I do the right thing by my clients, word of mouth is going to take care of me.” Community connections and authentic service created organic growth without marketing spend.15:00 - Philosophy shift from finding cheap investments to recognizing exceptional value. “I can pay a premium for really good stuff that can grow for a long time versus buying things that are just cheap.”27:00 - The Bulldog Investment Company program: Student-run fund managing real money, teaching ownership and accountability. Students present investment cases, debate merits, vote democratically on portfolio decisions.42:00 - Client relationship insights: Treating wealth transitions with care, understanding accumulation psychology. “This client didn't just wake up one day with five million dollars and decide to behave like an idiot.”54:00 - Success definition: Access to basics (water, food, healthcare, safety), meaningful work, strong marriage, 40-year friendships that pass the “2 a.m. test” - relationships where you'd help immediately without excuses.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.

Watch the YouTube version of this episode HEREAre you a firm owner struggling with hiring top talent? In this episode, Tyson shares a personal story about hiring and professionalism. Tyson encourages listeners to look beyond surface-level traits and trust their intuition, highlighting that true professionalism is revealed in small, everyday actions.After buying a new car, Tyson provides some insights on first impressions for the hiring process. When Tyson called the dealership, he encountered an individual who had amazing phone training. This individual asked him all the right questions, anticipated his answers and overall showed Tyson what smooth, client interactions can look like. After receiving a text from this person asking about a job at his firm, Tyson reflects on professionalism and what to look for when hiring good talent.When it comes to hiring for a firm, it is important to assess fit and look at certain qualities in a candidate. When looking to hire, sometimes you might find someone that checks all of your boxes and might actually be a really good fit. But, it is important to find someone that takes it to the next level. To determine this, you look at those deeper qualities. Do they have the character needed to do well and represent your firm well? This might be the most important quality, so if someone does not have it, you need to re-evaluate.Take a listen!4:12 Reflection on First Impressions and Hiring Process5:42 Cialdini's Principle and Breach of Professionalism10:21 Employer-Employee Relationship and Professional Courtesy12:29 Timing and Judgment in Professional Interactions15:43 Assessing Fit and Deeper Qualities in HiringTune in to today's episode and checkout the full show notes here. 

PREVIEW Guest: Brandon Weichert. Weichert explains how China attempts to reverse engineer advanced chip fabricator machines from the European firm ASML to bypass sanctions. Chinese entities reportedly broke machines while tinkering, then called ASMLfor repairs specifically to observe the technicians and learn the intricate mechanics of the forbidden technology. The strategy is similar to a car mechanic deliberately tampering with a competitor's high-performance engine until it fails, then calling the competitor's support team to fix it—not because they need the car running, but because they want to watch exactly how the expert puts the pieces back together.

David Shedd details espionage cases, including an Apple engineer stealing "Project Titan" car schematics for a Chinese competitor. He also describes a Google employee who stole AI data while secretly working for a Chinese firm, highlighting how corporate greed and weak internal security enable intellectual property theft. 1914

Plus: Accenture sales rise on AI bookings. And DoorDash teams up with OpenAI to offer grocery shopping in ChatGPT. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: a star witness in FTX founder Sam Bankman-Fried's criminal trial leaves prison early. And the Oscars are going to YouTube. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices