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Scaling an advisory firm is often framed as a tradeoff - more clients and complexity in exchange for less time and flexibility. This episode explores how advisors can grow in a way that protects the lifestyle they want. Andy Panko is the owner of Tenon Financial, an RIA based in Metuchen, New Jersey, that oversees $323 million in assets under management for 105 client households. He joins the show today to share why he chose to hire two additional advisors (even though his solo practice already met his lifestyle goals), as well as why he prioritized hiring mid-career professionals who could operate independently and stay for the long haul. We also discuss how his flat-fee model makes it easier to evaluate the time-and-revenue tradeoffs of adding clients, paying competitive salaries, and growing the team, as well as how he fuels a steady prospect flow through content creation, combats the loneliness of a small remote firm, and has adjusted his workload across seasons of life to be able to focus on his highest priorities. For show notes and more visit: https://www.kitces.com/479
In this episode, Tyson pulls back the curtain on a powerful training from last week's Phoenix Wellness Workshop with relationship experts Jocelyn and Aaron Freeman. The focus? The conflict cycle and how it quietly impacts your marriage, your leadership, your team, and ultimately your firm.Because here's the truth:Life bleeds into business.Business bleeds into life.And if you don't have equilibrium inside both, everything starts to wobble.Tyson breaks down the core framework the Freemans taught, including: • The “triggering event” that starts every conflict • How unmet needs fuel core fears • The default reactions we've practiced our entire lives • Why arguments spiral out of control • The 3 step self regulation process: Identify, Regulate, InterruptYou'll hear real examples, including Tyson's own default patterns during conflict, and how awareness creates the off-ramp that stops the spiral.Because if you can't regulate yourself, you can't lead others.And if you don't interrupt the cycle, it will run your home and your firm.If this episode hit home, share it with someone who needs a better off-ramp the next time conflict starts to spiral.Upcoming Event: We're bringing the energy back in June with the Chicago YouTube Accelerator featuring Ryan Webber and Jeff Hampton, plus a packed agenda focused on building real YouTube growth systems for law firm owners.Learn more at:
Building a firm shouldn't feel like a life sentence of long hours and constant pressure. Michelle Weinstein sits down with Renee Daggett, founder of AdminBooks, to unpack how she transformed a burnout-driven practice into a million-dollar fully virtual firm with a long-tenured team. Renee shares the five pillars that made the shift possible—vision, clear roles, delegation with accountability, intentional culture, and performance-based incentives. Drawing from 22 years of experience, she explains how to step out of production without losing control, create career paths that retain top talent, and lead with clarity instead of reaction. This conversation is a practical roadmap for firm owners who want freedom, strong margins, and a business that runs without them.
The credit market's terrible, horrible, no good, very bad week finishes off with yet another bankruptcy and more losses for the big Wall Street names. Worse, it's the same thing yet again: fraud and fake collateral. Plus, more bad news among BDCs has shares down. Dealer banks, however, continue to prepare for not only what we're seeing now, but looking ahead beyond it. Eurodollar University's Money and Macro AnalysisJoin us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-webNew Credit Blowup in London Has Wall Street Chasing Billionshttps://www.bloomberg.com/news/articles/2026-02-26/a-new-credit-blowup-in-london-has-wall-street-chasing-billionsMFS Creditors Warn of £930 Million Shortfall From Double Pledgeshttps://www.bloomberg.com/news/articles/2026-02-27/mfs-creditors-warn-of-930-million-shortfall-from-double-pledgesFS KKR Private Credit Fund Plunges to 2020 Low as Bad Loans Bitehttps://www.bloomberg.com/news/articles/2026-02-26/fs-kkr-private-credit-fund-cuts-dividend-amid-rise-in-bad-loans
Watch the YouTube version of this episode HEREAre you a law firm owner who is struggling with working in a healthy way? In this solo episode of Maximum Lawyer Live, host Tyson Mutrux explores why health is essential for lawyers, not just as a personal goal but as the foundation for professional success, sound decision-making, and balanced family life. Drawing on personal experiences and recent conversations, Tyson discusses the impact of sleep, stress, and daily habits on leadership and productivity. Tyson shares how leadership under stress can really impact the success of a firm, but provides some insights on how to overcome it. Under stress, most people are not thinking clearly and will make decisions that are rash and uncharacteristic. If this happens, the overall environment of a firm can suffer, leading to unhappy employees and clients. In order to move away from this, there are some things you can implement. One way is to figure out how you work best so you are not overwhelmed. Think about stacking meetings during the hours you are most productive, so you can spend other parts of the day focusing on different priorities.Tyson delves into the idea of using health as a competitive advantage. If you are marketing yourself or your firm, you need to present yourself in a healthy way. You need to think clearly, have emotional regulation and strategic thinking in order to attract clients. For some people, your appearance on camera is the first point of contact. If you show potential clients that you are well regulated and communicate clearly, you will look healthy. This can be a big differentiator when clients are making decisions on choosing a lawyer.Listen in to learn more!2:28 Quality of Thoughts and Health5:40 Leadership Under Stress13:09 Exhaustion, Rework, and Profitability20:54 Health as a Competitive Advantage28:48 Health as InfrastructureTune in to today's episode and checkout the full show notes here.
In this episode, I sit down with Zach Arbucci for round three, and we go deep on what actually matters if you're serious about making it in prop firm trading.Sponsor:
The Patriotically Correct Radio Show with Stew Peters | #PCRadio
Stew breaks down Florida HB 945 — the bill creating a full Statewide Counterintelligence and Counterterrorism Unit inside FDLE. This is COINTELPRO + MKUltra + Unit 8200 + Noahide enforcement rolled into one, tested on Palestinians first, now being rolled out on Americans.
The clash between Anthropic and the U.S. government escalated with President Trump ordering every federal agency to stop using any of the AI company's products. It came after Anthropic wanted to limit how the Pentagon used one of its AI tools. William Brangham discussed more with Michael Horowitz. He previously worked in the Pentagon, where he wrote the policy on AI weapon systems. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
In this Daily Shift, Celeste explores how boundaries don't need intensity or anger to be effective. Aggression isn't authority — clarity and consistency are. This episode is a reminder that a calm, steady "no" carries more power than a reactive response. Firm doesn't have to mean forceful. Small shifts create big change.
On this episode of Inside the Firm, AIA says billings are down, then BLOK and Jack lead the way on Ai driven layoffs, and finally what Ai software you need to be implementing NOW at your firm to stay ahead of the curve. Join us as we go back Inside the Firm!
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In this episode, Rory speaks with Nick Pasquarosa, Founder and CEO of Bookkeeper360, about building a modern accounting firm from the ground up and why innovation starts with listening to small business owners. Nick shares how a door-to-door side hustle in high school evolved into a nationwide cloud accounting firm serving nearly 1,000 clients with a fully remote team across 26 states. He explains how his role shifted from boots-on-the-ground bookkeeper to strategic CEO, and why leadership communities like EO, YPO, and Hampton helped accelerate that growth. The conversation dives into the firm's technology roadmap, including the development of its proprietary AI tool BOLT, designed to deliver CFO-level insights at scale while preserving the human relationship. Nick also unpacks how AI is being used internally to surface advisory insights, streamline month-end analysis, and reduce burnout without sacrificing value. Want to know how firms can leverage technology without losing their human edge? Curious how AI can enhance advisory conversations rather than replace them? Find out the answers to these questions and more in this forward-looking conversation with Bookkeeper360's CEO Nick Pasquarosa.
Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions.
Government Intervention in CFB? full 1298 Fri, 27 Feb 2026 23:14:32 +0000 UsIzjBsMBsc3MU0zSJ229pRoHSv8t1kt sports The Firm of Harris and Marang sports Government Intervention in CFB? Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%
2.27.26 Hour 2 full 2527 Fri, 27 Feb 2026 23:13:14 +0000 9snZZ439BapYHmnq9hc7hrdcQpSmEEen sports The Firm of Harris and Marang sports 2.27.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
2.27.26 Hour 1 full 2952 Fri, 27 Feb 2026 23:06:29 +0000 NN3gQRGmeZqIar9lEzcL0evBMUs9mROk sports The Firm of Harris and Marang sports 2.27.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
2.27.26 Hour 3 full 2430 Fri, 27 Feb 2026 23:19:04 +0000 ujxnrDmOTJoIKf8ma02a1Rkq4GuKppmk sports The Firm of Harris and Marang sports 2.27.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
Blazers + NFL Combine full 1574 Fri, 27 Feb 2026 23:08:59 +0000 HDrlUGQZJuqFi2LtAgtMTMfyVuZdyQmJ sports The Firm of Harris and Marang sports Blazers + NFL Combine Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.ampe
In this episode of the Your Practice Mastered Podcast, Richard James breaks down the 7-step system to replace yourself in every role inside your law firm without killing profitability, culture, or growth.Richard shares the exact framework used to help a law firm scale to $3.5M in revenue while keeping 30-40% profit margins by systematically replacing the owner in marketing, sales, operations, and leadership.Inside this episode, you'll learn:How to stop being reactive to leads, consults, and collections in a small law firmHow to hire and train a non-attorney salesperson for a law firm the right wayHow to design a law firm onboarding system that accelerates performanceHow to mentor and test new hires inside a growing law firmWhen to add intake staff, paralegals, sales reps, or associates based on math and volumeHow to move from managing your law firm to creating your law firmThis is operational strategy for serious law firm owners who want freedom, profit, and control. Because you don't scale by hiring randomly. You scale by replacing yourself strategically.
In this episode, Tanya McDonnell and Hemraj Dodiya sit down with two highly regarded toxicologists, Ric Stanulis and Mary Ellen Cosenza, who transitioned from industry and currently work as consultants, either independently or within a consulting firm. During our time together we will explore what it really takes to build and sustain a consulting career to help you consider if consulting may be a good fit for you in your next career and how to get started. Our guests share insights on managing diverse client expectations, balancing unpredictable workloads, and leveraging the tools, soft skills, and business structures that keep practice running smoothly.
The clash between Anthropic and the U.S. government escalated with President Trump ordering every federal agency to stop using any of the AI company's products. It came after Anthropic wanted to limit how the Pentagon used one of its AI tools. William Brangham discussed more with Michael Horowitz. He previously worked in the Pentagon, where he wrote the policy on AI weapon systems. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
Watch the YouTube version of this episode HEREAre you looking for some tips on how to become a better lawyer? In this episode of the Maximum Lawyer, lawyer Brooks Derrick shares personal stories and professional insights about the legal profession, emphasizing the importance of empathy, human connection, and community involvement. He discusses balancing technology with genuine client care, recounts overcoming personal and business challenges, and highlights how true success in law comes from serving people, not just optimizing systems. As a seasoned lawyer, Brooks speaks with colleagues live to share what qualities lawyers should have. Great lawyers are compassionate and empathetic to be able to support clients as well as show good judgement when preparing and arguing cases. Living in a world where AI is growing, these kinds of qualities are so important to develop early on so you can balance technology with client care.With the emergence of AI, Brooks talks about how technology can be used to handle the routines of law firms. Whether it's scheduling, drafting documents or researching for a case, AI can be leveraged to get these things done. This is more so for lawyers who are constantly running around from meeting with clients to being in court. The routine tasks of law firms can become onerous, so involving AI in as many aspects of your firm can really help you focus on the important things.Listen in to learn more!1:36 Qualities of a Great Lawyer12:32 Growth and Success of a Firm16:09 The Power of Human Connection18:46 Letting Technology Handle the Routine22:57 The Importance of Human JudgmentConnect with Brooks:Website Tune 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. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
In episode 604 of Lawyerist Podcast, Stephanie Everett sits down with Andy Hays to explore the shift from solo practitioner to true business owner. After nearly two decades of firm ownership, Andy shares why he recently rebranded to remove his personal name from the firm, a strategic move designed to reduce dependency on him and strengthen the firm's future. They discuss delegation, hiring before you feel fully ready, automating repetitive processes, and setting clear expectations for team performance. The conversation also dives into accountability, leadership growth, and how small operational improvements compound over time. If you are ready to move beyond founder dependence and build a firm designed for scalability, resilience, and long-term value, this episode offers practical frameworks and real-world insight to help you get there. Listen to our previous episodes on Scaling & Building a Sellable Firm. #306: Getting to Know & Love Your Numbers, with Bernadette Harris Apple | Spotify | LTN #583: From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN #588: Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 03:50 – Standards, KPIs & Hard Conversations 07:30 – Meet Andy 08:45 – Lessons from 18 Years in Practice 10:15 – Removing Your Name from the Firm 12:45 – Building a Firm You Can Sell 15:30 – Automation & Low Hanging Fruit 17:00 – Accountability & Team Meetings 19:25 – The “I'll Just Do It Myself” Trap 21:15 – Hiring Strategically 23:30 – Expanding the Physical Office 25:40 – Closing Thoughts
Send a textShownotes can be found at https://www.profitwithlaw.com/522.Most law firm owners hit a ceiling—not because of a lack of ambition, but because they struggle to truly lead and elevate their teams while growing the business. If you feel stuck in the day-to-day or worry your team isn't executing at the level your vision demands, this episode is your breakthrough.Join host Moshe Amsel and leadership expert Brad Farris, executive coach for professional service firm owners, as they dive deep into the leadership evolution every growth-minded law firm needs. Discover the frameworks and tactical steps that help owners move from overwhelmed “doers” to strategic, inspiring leaders.Resources mentioned:
How can better business systems protect your firm's profitability, and your sanity?In this episode of Practice Disrupted, Evelyn Lee is joined by Darguin Fortuna, founding principal of Flow Design Architects and chair of the AIA Small Firm Exchange. Darguin shares his incredible journey from moving to the United States from the Dominican Republic in 2010, learning English while working night shifts at Wendy's, to passing all six ARE exams in just over a year and earning his license the same day his daughter was born.Darguin's frustration with traditional architecture practice didn't stem solely from long hours; it also stemmed from the lack of transparency around business operations, the constant scope creep, and the inability to establish a healthy work-life balance. Determined to build something different, he and his partner, Marcos Severino, founded Flow with rigorous systems designed to protect profitability and empower their staff. They share how they categorize their services into three distinct levels, Ionic, Doric, and Corinthian, charge for initial consultations, and use a fictional office manager to handle difficult financial conversations."Every line is a source of good, and it's worth money. If I draw a map to a treasure that has billions of dollars of gold, how much is that map worth? You can't get the gold without the map." - Darguin FortunaThis episode is a masterclass in treating an architecture firm as a business first. Darguin explains his obsessive focus on process, from recording client meetings and creating standard email templates to building a vast library of internal training videos that enable the firm to run autonomously. Whether you are a firm owner struggling with profitability or a young architect looking to carve your own path, Darguin's story is a powerful reminder that you have the agency to design a career and a life on your own terms.Guest:Darguin Fortuna is the founding principal of Flow Design Architects in Salem, Massachusetts, and the first Dominican-born recipient of the AIA Young Architect Award. After immigrating to the U.S. and completing his architecture degree at the Boston Architectural College, Darguin became licensed and quickly recognized the flaws in traditional practice models. At Flow, he has pioneered highly systematic, business-first approaches to architecture, focusing on profitability, clear client communication, and robust internal training. He is also an entrepreneur with ventures in short-term rentals and childcare.This episode is especially for you if:✅ You are tired of scope creep and want to learn how to ensure you are paid for every service you provide. ✅ You want to understand how to implement tiered service offerings (like Flow's Ionic, Doric, and Corinthian models) to manage client expectations. ✅ You struggle with setting boundaries with clients and want strategies for maintaining work-life balance. ✅ You are interested in how to build internal training systems (SOPs) so your firm can operate without your constant oversight. ✅ You want to hear an inspiring story of resilience, entrepreneurship, and carving out a unique path in the architecture profession.What have you done to take action lately? Share your reflections with us on social and join the conversation.
Mike Switzer interviews Dr. Stephanie Schaller, assistant professor at USC's College of Nursing and founder of NursEdvance Innovations in Columbia, SC.
Ever feel like you are a mean mom? The difference between being mean and being firm can be confusing. A lot of moms think that when they are firm with their children, they are being mean.You'll Learn:How to tell the difference between firmness and meanness as a momWhat to do when you've been mean toward your kidWhy building firm, strong leadership in your family is so importantGet clear on the difference between being firm and mean and what to do when you've actually been mean with your child.-------------------------------------The Difference Between Being Mean & FirmI want you to know…Using a firm voice isn't mean.Keeping people safe isn't mean.Having limits isn't mean.Enforcing your boundaries isn't mean.Following through on consequences isn't mean.Being mean is when you hurt your child's body. It's when the moment of holding their arm to protect yourself or others becomes you squeezing too hard, or shoving their body away.Being mean with your mouth is when you personalize your kid's behavior or mistakes and say something about them as a person.There might be a moment or many moments when you've been physical with your child in a way that crossed a line. Or moments when you've called your child a mean name. Or lectured them into shutdown mode. Cornered them with your rage.Lectures are often mean.Insults are mean.Name calling is mean.Physical aggression is mean.Threats are mean.Sometimes rescuing your kid from a mistake is mean.What To Do When You've Been a Mean MomAs you hear me share examples in this episode, you might be flooded with shame and guilt.The way to get out of that shame and guilt is to talk about these moments. To find out what was going on for you in that moment. To be tender enough with yourself that you can say what you did, and ALSO explore what led up to that moment. You can't change something if you won't look at it.The best thing you can do is find your firm, strong, leadership voice as a mom. Get clear on what is and what is not allowed in your family. Be firm, without being harsh.I'll leave you with this quote from one of my clients who said “Firm limits are the shortcut to the behavior you want without making your kid feel like shit in the process”. Yep. Firm, but not mean. You've got this.Free Resources:Get your copy of the Stop Yelling Cheat Sheet!In this free guide you'll discover:✨ A simple tool to stop yelling once you've started (This one thing will get you calm.)✨ 40 things to do instead of yelling. (You only need to pick one!)✨ Exactly why you yell. (And how to stop yourself from starting.)✨A script to say to your kids when you yell. (So they don't follow you around!)Download the Stop Yelling Cheat Sheet hereConnect With Darlynn:Book a complimentary session with DarlynnLearn about the different parenting programs at www.calmmamacoaching.comFollow me on Instagram @darlynnchildress for daily tipsRate and review the podcast on Itunes
2.26.26 Hour 2 full 2730 Thu, 26 Feb 2026 23:30:24 +0000 BzKdRdKeJv53UJCk3ptJBgSWXDGggh7p sports The Firm of Harris and Marang sports 2.26.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
Kyler Murray Leaving AZ + Sorsby's Million full 1453 Thu, 26 Feb 2026 23:16:13 +0000 uYiMv2DhViSaKSOWzAw2Mwa5VL3dsBqu sports The Firm of Harris and Marang sports Kyler Murray Leaving AZ + Sorsby's Million Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=h
2.26.26 Hour 3 full 2288 Thu, 26 Feb 2026 23:38:43 +0000 fFEjbonhs13kyOgrsAtlA2JqJePzKEOn sports The Firm of Harris and Marang sports 2.26.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
Wayne Tinkle and Oregon State Part Ways full 1435 Thu, 26 Feb 2026 23:35:39 +0000 lYxrzN25CuHinkWBdRCzr2uNhdzwMp4Z sports The Firm of Harris and Marang sports Wayne Tinkle and Oregon State Part Ways Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=http
2.26.26 Hour 1 full 2755 Thu, 26 Feb 2026 23:13:53 +0000 nmYIMuO63Dae7DNvkNmAiKfTsATlSy5V sports The Firm of Harris and Marang sports 2.26.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
Landing a lateral hire is just the beginning. The real impact comes from how you tell the story. Join LMA PR & Communications SIG Co-Chair Corrina Wright of Benesch, Society 54 Managing Director Katy von Treskow and Brownstein Director of Communications Susan Erlenborn for a session breaking down proven strategies for turning attorney arrivals into compelling moments that strengthen your firm's brand, attract attention from key audiences and build momentum across media, web and social channels. Whether you're managing PR solo or collaborating with a larger communications team, you'll walk away with actionable tips to help every announcement make a splash. The LMA Podcast focuses on hot topics in legal marketing and business development with conversations driven by industry professionals. Listen on SoundCloud, or find us and subscribe on Apple Podcasts and Spotify.
What does it really take to scale a law firm profitably? In this episode of the Managing Partners Podcast, Kevin Daisey sits down with Brooke Lively, law firm growth expert, EOS implementer, and founder of CathCap, to unpack why most attorneys struggle to run their firms like businesses. From costly hiring mistakes that can exceed 150,000 dollars per attorney to the six key components of EOS, this conversation dives deep into execution, accountability, leadership, and culture. Brooke explains how law firm owners can move from chaos to clarity using 90-day rocks, measurable data dashboards, core value alignment, and process optimization. They also discuss the biggest myth about self-implementing EOS and why most firms only scratch the surface without guidance. If you are a managing partner looking to improve law firm profitability, build a self-managing team, reduce turnover, and create scalable systems, this episode delivers practical strategies you can implement immediately. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we are a fit. Chapters (00:00:00) - How to Build a Million- Dollar Firm(00:00:32) - Brooke Lively On The Managing Partners Podcast(00:01:16) - When You Should See Your Match Again(00:01:50) - How to Build a Law Firm on EOS(00:05:49) - How to Use EOS to Scale Your Law Firm(00:12:12) - Six Key Components to Getting Your Book Done(00:13:10) - Six Areas of Strengthening the Firm(00:14:23) - The next thing is data. And then that's.(00:15:12) - The 5 Components of a Strategic Plan(00:18:48) - Hiring in the Age of EOS(00:21:56) - How to Fill a Position(00:24:46) - The 3-Step Process for Growing Your Firm(00:28:38) - Core Values vs Accidental Values(00:31:54) - EOS: Scaling Law(00:33:37) - EOS for Law Firms: Connect with Brooke Scaling Law
WSJM Afternoon News for 02-26-26See omnystudio.com/listener for privacy information.
With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.Learn more: https://www.knollcpa.com/The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm
Find me on Substack!Questions from the Talking Billions CommunityThe second installment of my monthly listener Q&A — raw, unscripted, and as close to a one-on-one conversation as you'll get without picking up the phone. I sit down with your real questions about investing, portfolios, patience, and why so few people actually talk to someone about their money.Episode highlights:Why you'll never hear specific stock picks on this show — and why that's actually the point. A single holding pulled out of context is like a prescription without a diagnosis. I explain why frameworks matter more than tickers and how every portfolio is a one-of-one.A candid look at the biggest psychological traps in investing: impatience, borrowed conviction, and saying "long-term" when your behavior says otherwise. I draw on childhood memories of mushroom foraging with my grandfather and the rhythms of farming to make the case that patience isn't a personality trait — it's a skill built through repetition and loss.How 200+ episodes of podcasting quietly transformed my investment practice — the systems thinking, the database mindset, the discipline of showing up week after week. The show didn't just document my process, it sharpened it.The no-middleman philosophy: what it means to own every holding alongside my clients, to write personalized letters each quarter, and to build a practice where the advisor and the investor are on the exact same journey.And the question beneath all the questions: What got you here — will it get you where you're going? A warm, honest invitation to anyone carrying real wealth and wondering whether a second pair of eyes might be worth the conversation.Listen if: You've been managing your own money successfully and have started wondering what you might be missing. Or if you just want to spend 45 minutes with someone who genuinely loves his craft, and enjoys sharing what he has learned so far.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.
2.25.26 Hour 2 full 2623 Wed, 25 Feb 2026 23:35:58 +0000 ZlJe9NcsDWaxMSY0MiOkbQtxYwEDDOrp sports The Firm of Harris and Marang sports 2.25.26 Hour 2 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
Shaedon Injury + Mystery Box? full 1663 Wed, 25 Feb 2026 23:25:56 +0000 7hESc97oRGq44MKksRtXlSYQ9wQAeqd0 sports The Firm of Harris and Marang sports Shaedon Injury + Mystery Box? Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2F
2.25.26 Hour 3 full 2297 Wed, 25 Feb 2026 23:42:08 +0000 00cYEQnGTfk8BjVxycmgKDF7rwqK3p42 sports The Firm of Harris and Marang sports 2.25.26 Hour 3 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
Kirby vs Mario full 1563 Wed, 25 Feb 2026 23:38:09 +0000 aYgLk0ZlPRQZIIvF75B94NVh3hrp7IIJ sports The Firm of Harris and Marang sports Kirby vs Mario Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
2.25.26 Hour 1 full 2688 Wed, 25 Feb 2026 23:24:21 +0000 dcGRGFhwZczExc8mTSq8HvSHjiqoJXjB sports The Firm of Harris and Marang sports 2.25.26 Hour 1 Fast paced and local, giving in depth insights to the Trail Blazers, baseball, college football and the NFL. With the right kind of weird to get Portland through the workday. © 2025 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https%3A%2F%2Frss.amperwave.n
If you're looking to scale your business, reinvent your career, or just hear a story that's as heartfelt as it is instructive, you won't want to miss this candid conversation.Hosts Glenn Harper and Julie Smith sit down with the dynamic Marc L. Daniels—also known as the Billion Dollar Coach. From his entrepreneurial beginnings in New Jersey to orchestrating multi-million dollar exits and even running an alpaca farm on Martha's Vineyard, Marc L. Daniels shares a wild ride packed with sharp business insights and personal transformation.This episode goes into Marc L. Daniels's unexpected pivots: rescuing a Radio Shack dealership from the brink, revolutionizing startups, and leading companies through explosive growth—all while staying grounded with stories of family, resilience, and a healthy dose of humor.Along the way, he opens up about the life-changing events that shaped his fearless approach, the strategies behind his success, and why having a plan is non-negotiable for any entrepreneur.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Moments07:34 "Winning Scholarship and Career Path"11:24 "West Milford's Economic Decline"19:17 "Visionary Paper Route Deal"26:54 "First Business Pivot Success"28:48 "Whiteboard Dashboard for Metrics"36:52 "Board Management Tech Amid Crisis"43:48 "Weaknesses and Unpredictable Threats"46:11 "Finding Profitable Industry Trends"52:53 AI: Business Tool, Not Trend55:53 "Meetings Matter for Project Success"01:00:59 Accountants: Helping is Core ValueRunning a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Here are three key takeaways:Embrace the Pivot: Marc's story is proof that changing directions—whether it's switching industries or business models—can be your biggest opportunity. He spotted industry trends early and wasn't afraid to pivot, from computers to consulting to farming, and then back to business again.Strategic Planning Wins: Marc emphasized that “hope is not a strategy and hustle is not a plan.” He encourages every entrepreneur to have a written business plan, regularly meet with their team, and use tools (like AI) to leverage trends. Execution is everything.Know Your Endgame: Marc challenges entrepreneurs to plan their exit early. Whether it's selling, passing on, or scaling down, having clarity on your business's future is critical for long-term success.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Copyright 2026 Glenn Harperhttps://creativecommons.org/licenses/by-nd/4.0/
With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.Learn more: https://www.knollcpa.com/The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm
Episode 441 | The “Fun Instructor” Problem: How to Keep Culture Consistent Across Staff Podcast Description In Episode 441 of School Owner Talk, Duane Brumitt and Shihan Allie Alberigo dig into a problem that quietly wrecks culture in a lot of schools: when expectations change depending on who's teaching. You've seen it. One instructor has kids lined up, focused, and respectful. Another instructor has kids talking over them, climbing on them, and pushing boundaries. Then the owner walks in, corrects it, and suddenly you're the “bad guy.” This episode breaks down why that “fun instructor” dynamic isn't really about fun—it's about inconsistency. Duane and Allie share practical ways to protect your standards without killing the vibe: non-negotiables, class “formatting,” coaching frameworks like friendly, firm, and fair, and what to do when an instructor (or a family) simply won't align. Key Takeaways This isn't anti-fun. Fun is necessary. The problem is when “fun” turns into unclear boundaries and mixed expectations. Kids don't follow rules—they follow patterns. If standards change by instructor, students learn to test the room. Inconsistency creates a subculture. Over time you end up with “two schools in one,” which confuses parents and hurts retention. Most “fun instructor” issues come from avoidable causes: wanting to be liked, avoiding conflict, unclear standards, lack of training, and no shared scripts. A simple coaching framework helps: Duane's “3 F's” for staff—friendly, firm, and fair. Standards have to be visible and enforced. Small details (bowing correctly, line-up, yes sir/no sir, sitting posture) create the bigger culture. Parents often won't help with standards unless you make it easy—and enforce it. If you don't hold the line, the standard becomes optional. Systems beat speeches. Duane shares how he uses “responsibility strikes” with automated parent communication to reinforce preparedness. Sometimes it's not fixable. If you've trained, coached, and supported an instructor and they still won't operate inside the framework, you may need to let them go. Action Steps for School Owners Define the real problem in one sentence. It's not “my instructor is too fun.” It's: standards change depending on who's teaching. Pick 3–5 non-negotiables for the next 30–90 days. Keep it tight and specific. Examples from the episode: How students line up How students bow (respectful bow, not sloppy) Yes sir / no sir (or your school's equivalent) Sitting posture standards Eye contact / attention stance Standardize your class “formatting.” Allie compares this to coding: if you leave holes, the whole system breaks. Decide how students enter, sit, line up, transition, and reset—then teach it the same way every class. Train your staff on a shared behavior framework. Use Duane's “friendly, firm, and fair” as a simple coaching language: Friendly (not their friend) Firm (clear boundaries) Fair (consistent standards) Fix “huddling” and “hovering.” Duane's rule: assistants shouldn't cluster together. Place staff on opposite ends of the room (or corners) so the whole class is covered. Create a real follow-through system for responsibility. Duane's example: responsibility strikes within a testing cycle (with parent communication each time). Whether you copy that exact system or not, the principle is the same: standards must have consequences. Coach privately, not publicly—and use video when possible. Video review removes emotion and shows what's actually happening. Give tools and scripts, not vague criticism. Get staff buy-in by involving them. Duane's suggestion: ask instructors to write down 10 non-negotiables, then discuss as a team and agree on the top 5–10 to run for the next quarter. Ask the “same school” question. If a parent watched three different classes with three different instructors this week… would it feel like the same program? Know when it's time to part ways. If an instructor won't align with the culture after coaching and support, letting them go protects your sanity, your staff, and your student body. Additional Resources Mentioned “Friendly, firm, and fair” (Duane's staff coaching framework) Class “formatting” (Allie's term for standardizing transitions, posture, and protocols) Responsibility strikes vs. attitude strikes (Duane's standards + accountability system) Huddling and hovering (Duane's terms for staff clustering instead of covering the room) Core principle: “Your culture is whatever you allow repeatedly.”
Most personal injury firms don't collapse because of bad marketing. They collapse under their own weight. As your team grows, every new initiative gets harder to launch. Communication slows down. Silos form. Bureaucracy creeps in. So how do you scale to nearly 300 employees without becoming impossible to steer? David Chamberlin, VP of Marketing and Operations at The Law Offices of James Scott Farrin, shares how he keeps a massive firm moving like a startup—by turning reviews into a growth engine, engineering intake like a sales floor, and applying Lean principles to eliminate waste before it spreads. You'll learn: Why David treats reviews as a critical growth lever—not an afterthought. What a 20-person intake team with dedicated attorneys does to convert higher-value cases. How the intake team aggressively pursues unresponsive leads across phone, text, and email. How Lean reviews every department annually to eliminate waste and silos. If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: pimcon.org Subscribe to our newsletter: newsletter.rankings.io Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok
Watch the YouTube version of this episode HEREAre you a law firm owner who is thinking about integrating AI into your firm? In this episode of the Center Stage Podcast, host Danny Decker welcomes back Tyson Mutrux, founder of a thriving St. Louis personal injury law firm and host of podcast, Maximum Lawyer. Tyson shares updates on his firm's growth, practical AI integration, and the challenges and opportunities AI brings to the legal industry. Tyson shares his approach to AI and automation within his law firm and how others can integrate it into theirs. To get started with using AI, it is best to tackle the low hanging fruit tasks as ways to ease into it. This could be tasks like scheduling meetings for clients. If you can show your team where the improvements are in your systems, it is easier to get them on board to adopting an AI tool. From there, you can move on to larger and more complicated systems.There is a double-edged sword that AI brings that law firm owners need to realize. Although AI has increased productivity and accuracy for completing all sorts of tasks in the legal field, the problem arises where tools like ChatGPT are allowing clients to do some of the work that lawyers would normally charge for. One example for business law and estate planning is document drafting, which clients are using ChatGPT to do instead of paying a lawyer to do it. This is something lawyers need to think about when integrating AI into their practices. Think about what aspects of law could benefit from AI but will still bring you clients and make you money.Listen in to learn more!3:34 - Approach to AI & Automation8:34 - AI's Double-Edged Sword in Legal Industry14:33 - Performance Optimization & Mindset22:20 - Vendor Review Service26:16 - Maximum Lawyer Community OverviewConnect with Danny:Website Linkedin X Youtube Tune in to today's episode and checkout the full show notes here.
This is a one-off episode, in which Gyles and Harriet discuss the British royal family and their future, in light of the recent scandal surrounding Andrew Mountbatten-Windsor and his arrest last week. Gyles has known and been involved with the family for many years, since he first met the Duke of Edinburgh, Prince Phillip, when they both worked for the charity Fields in Trust. In this conversation, Gyles talks about the late Queen and Prince Phillip, and what they were like as parents. He talks about the Queen's close relationship with Andrew, and about the lengths to which she went to stand by him. Gyles gives us his views on the future of the monarchy, and whether or not this serious setback has affected his own loyalty to The Firm. Don't worry, if you're not a fan of royal news, normal Rosebud service will resume on Friday! Hosted on Acast. See acast.com/privacy for more information.