Podcasts about firm

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

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

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

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

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

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

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

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

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

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

Mitsubishi Electric Corp. said Tuesday that it will acquire U.S. security firm Nozomi Networks Inc. for about 130 billion yen, making it the biggest deal by the Japanese company.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

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

In this episode, Steve Fretzin and Jerold Rothkoff discuss:The importance of time management and daily structure for lawyersHow networking, marketing, and relationship-building drive law practice growthThe role of delegation, staff investment, and team-building in sustaining a firmLearning from mentors, conferences, and coaches to avoid reinventing the wheel Key Takeaways:Tackling the most difficult or uncomfortable task first thing in the morning, whether it's a dreaded client call or writing a newsletter, not only builds momentum but ensures the rest of the day feels easier and more productive.Sustainable law practice growth does not come from waiting for opportunities but from actively creating them by showing up, networking, volunteering, and consistently putting yourself in situations where “luck” can happen.The real challenge is not launching a law practice but learning to manage its growth, which requires letting go of perfectionism, embracing that “good enough” from staff is often sufficient, and shifting focus from doing everything yourself to leading others.Investing in yourself through coaches, conferences, and professional development creates a long-term competitive advantage because the ideas, systems, and connections gained can be implemented in ways that most other attorneys in your area will never pursue. "You create your own luck. Luck just doesn't happen. You will not get lucky no matter what type of business, including being an attorney sitting at your desk, 24/7, hoping the phone rings." —  Jerold Rothkoff Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Eat That Frog by Brian Tracy: https://www.amazon.com/Eat-That-Frog-Great-Procrastinating/dp/162656941X About Jerold Rothkoff: Jerold E. Rothkoff is the founder and managing attorney of the Rothkoff Law Group, a Philadelphia-area elder care law firm, where he dedicates his practice to serving clients in the areas of elder law, life care planning, asset protection, veterans' benefits, estate planning, and long-term care advocacy.Jerry Rothkoff is an outspoken advocate for the rights of the elderly and disabled. He writes for and gives presentations regularly to attorneys and other professionals about elder law. Jerry has received numerous awards both locally and nationally for advocating for seniors, including the Alzheimer's Association Kaleidoscope Award for philanthropic excellence and community service, the Mae Krier Award from the Twilight Wish Foundation as Senior Advocate of the Year, and the Artz Philadelphia Community Catalyst Award. Connect with Jerold Rothkoff:  Website: https://rothkofflaw.com/Email: jrothkoff@rothkofflaw.comLinkedIn: https://www.linkedin.com/in/jerry-rothkoff-9a19b921/ & https://www.linkedin.com/company/rothkofflawgroup/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeSharesCompany: Leverage Shares ETPsWebsite: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio:Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe's first options-based income ETPs on single stocks, indices, and commodities. He has been instrumental in bringing some of the most popular products to the London Stock Exchange, including the most traded ETP for three consecutive years.A CFA Charterholder, Oktay has built his career across banking, fund administration, and product strategy before taking on his current leadership role in the ETF industry. He has been quoted in Bloomberg, the Financial Times, CNN, and ETF Stream, and has appeared on CNBC, Benzinga, and others.Known for making complex financial products easy to understand, Oktay has built a following of more than 30,000 investors and professionals by sharing digestible, data-driven content across social media. When he's not deep in markets, he reminds himself - and his audience - that life is too short to overthink the petty things.Disclaimer:The views expressed in this interview are Oktay's own and not necessarily those of Leverage Shares. This content is for informational purposes only and should not be considered investment advice. Always do your own research.

Law firm owners are leaving money on the table, and tax strategist Karen Quintanilla explains why. In this episode, Karen joins Kevin Daisey to share powerful tax planning strategies for law firms, including the Augusta Rule (280A), cost segregation, bonus depreciation, and creative ways to leverage accountable plans and family involvement. She also reveals her firm's bold guarantee to uncover $50K in tax savings within seven days, or pay you $1,000. Whether you're a personal injury firm handling large settlements or a growing boutique practice, these strategies can transform your cash flow and profitability.   Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Network: Managing Partners(00:00:32) - Law Firm Owners on Tax Talk(00:04:42) - How to Make Cash Flow Predictable at Your Firm(00:10:11) - Exit Plan for Law Firm Owners(00:11:26) - Augusta Rule for Law Firm Owners(00:17:11) - Tax Planning: The Key to Success(00:18:37) - How to Manage a Firm's Tax Returns(00:23:14) - How to Connect with Your CPA Firm(00:26:27) - CPA Network: Tax Planning and Compliance(00:31:15) - Taxes on Bonus Depreciation(00:33:00) - Karen Kings: Starting a Law Firm(00:37:38) - Kevin and Karen on The Dress

After decades of saving for retirement, many people focus entirely on accumulation without considering how they'll actually withdraw those funds. In this episode of Purposeful Planning, we explore retirement withdrawal strategies that can help you pay less in taxes, protect your Social Security benefits, and potentially make your money last longer. From the conventional wisdom of spending taxable accounts first to alternative approaches that might work better for your situation, discover how to turn your nest egg into sustainable retirement income. Sources: https://www.ssa.gov/OACT/population/longevity.html https://www.schwab.com/public/file/P-13005058 https://www.cbsnews.com/news/how-much-of-your-social-security-income-is-taxable/#:~:text=If%20your%20combined%20income%20is%20less%20than,85%25%20of%20your%20benefits%20may%20be%20taxable. https://www.aspenwealthmgmt.com/blog/webinars/tax-smart-retirement-keeping-more-of-what-youve-earned https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth 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.

MBRYONICS, a Galway-based leader in photonic satellite optical communication networks, has opened its new Photon-1 volume manufacturing facility in Dangan and announced the creation of 125 new jobs over the next two years in Galway. MBRYONICS currently has a headcount of 100 employees, and these new roles will be in the areas of production, engineering, sales, and marketing support. This represents a major step forward in its mission to deliver the "internet in space" and strengthen Ireland's role in the global space economy. Founded in 2014, MBRYONICS has built a reputation for pushing the boundaries of satellite optical and photonic transport systems, working with clients in the public and private sectors. The Photon-1 launch builds on more than a decade of collaboration between MBRYONICS, the European Space Agency (ESA), and Ireland's ESA Delegation. This sustained partnership has been instrumental at every stage of the company's journey - from early research and technology funding development to scaling internationally - culminating in the company's creation of the first volume manufacturing facility for advanced satellite optical communications technologies in Galway. Minister for Enterprise, Tourism and Employment, Peter Burke TD, said: "MBRYONICS' Photon-1 facility is a landmark for Ireland's space sector and a direct outcome of more than a decade of close collaboration between the company, the European Space Agency (ESA) and Ireland's ESA Delegation. This is another great example of how partnering with ESA has enabled the development of world-leading technology here in Ireland that is now ready for large-scale production and global deployment. It demonstrates how Ireland's membership of ESA not only drives innovation but also creates high-value jobs, boosts exports, and positions our country at the forefront of the fast-growing global space economy. We look forward to continuing these important partnerships between industry in Ireland and ESA." The Photon-1 New Product Introduction facility integrates design, manufacturing, and testing capabilities under one roof, enabling the rapid and scalable deployment of advanced optical communication terminals for satellite constellations. It marks the company's transition from breakthrough R&D to large-scale production, with future expansion planned in the western region and internationally to serve major programmes including the EU's IRIS constellation as well as their international public and private customers. Photon-1 manufacturing facility, located in Dangan Galway will manufacture MBRYONICS's flagship optical communications terminal product StarCom, with initial capacity for 500 units a year. John Mackey, CEO of MBRYONICS, said: "We are proud to open Photon-1, the first of our volume production facilities, right here on the Wild Atlantic Space Coast in Galway. As a Galwegian, it is especially meaningful to see our home city become a hub for cutting-edge space technology. We are deeply grateful to Minister Burke, Enterprise Ireland, and the Irish Delegation to ESA for joining us on this landmark day, and to our dedicated team, investors, and customers whose commitment made this possible. Photon-1 is not just a commercial milestone for Mbryonics - it is a symbol of Ireland's 50-year journey with ESA and our nation's growing role in the trillion-Euro global space economy. Mbryonics is strategically positioned to supply the technologies, infrastructure, operations, and talent that will power this new space era. For us, Photon-1 is just the beginning - the launch pad for what comes next as we look forward to continuing to grow and scale, with our photon-2 site already secured in Shannon for high volume manufacturing with a capacity for production of more than 5,000 units a year." Kevin Sherry, Executive Director, Enterprise Ireland, said: "MBRYONICS' success is built on more than a decade of innovation and sustained collaboration with the European Space Agency and Ireland's ...

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

We all know that Rome wasn't built in a day, but I think it's worth asking why ‘Rome', of all the great cities of antiquity, was chosen as the subject of idiom.Now, setting aside historical-bias, my best guess for this being the case is that the level of infrastructure at the time of the phrase's coining (1190) was well beyond anything available or imaginable. Afterall, the “Dark Ages” earned their moniker because so much of the knowledge that “built Rome” had been lost to time, leaving people ‘in the dark' when it came to using systems that had been put in place for centuries.   And while I've strayed as far into the territory of amateur historian as I feel comfortable, the reason for this though was something my guest said in his latest book: “Until you have systems in place, you don't have a business, you just have a job”.If Rome wasn't connected by all the systems they'd put in place, they'd have had a village, not a City.My guest this week is Brian Glass. A Personal Injury Attorney, Brian was recently named one of Virginia's Top 40 Under 40 by the National Trial Lawyers Association, and is co-author of “Renegade Lawyer Marketing”, now in its second edition and a best-seller on Amazon. We discuss the constantly evolving landscape of legal marketing, why being a good lawyer is only one piece of a much larger puzzle, and how the best leaders learn to celebrate other's victories. Enjoy the show! Listen to Legal Grounds wherever you get your Podcasts.

Feeling overwhelmed, scattered, and all over the map in your firm?In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I'll show you what to quit and what to do instead. These aren't small tweaks—they're the everyday habits that quietly keep you stuck.  Knock them off and you'll have more space, more focus, and a firm that finally feels manageable.…Link to full shownotes: https://www.businessstrategyforcpas.com/362…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

How ugly could this Clippers "endorsement" story for Kawhi get? Is it harder now for NFL coaches to transition to the college ranks...is Carson Beck the guy to lead the 'Canes back to glory...and man bling.

Did Belichick get exposed or was Week 1 just part of the CFB learning curve? Will the Vols be the surprise time in the SEC this year...Swag needs some lunch...and Webgems...is it safe for Nico to be out in the DFW public yet?

The guys compare vices to get them going in the morning...Why is Gundy taking shots at the Ducks? Tyson Alger with his weekly visit to the show wrapping up Week 1 and shedding some insight on the future of athletics at Oregon post Phil Knight

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George Lee, Environment Correspondent, reports on the latest news regarding the recent massive fish kill on the Blackwater River near Mallow in County Cork.

Watch the YouTube version of this episode HEREAre you a law firm owner looking to scale your business? In this episode of the Maximum Lawyer Podcast, Tyson interviews Matt Burke, the founder of Zilla Metrics, who shares his remarkable journey from a troubled youth to building a successful business helping law firms scale. They discuss law firm marketing, client experience, and operational challenges.With expertise in helping law firm owners scale, Matt talks about the importance of mapping the client journey. This includes understanding and mastering every interaction a client will have, from looking you up online to closing a case. Mapping the client journey also involves making each step of the process seamless. For example, if someone is getting to know your firm and wants to see if you are a good fit for them, create a quiz funnel on your website. This allows for someone to answer a few quick questions about their situation, leading to that first call.Matt and Tyson chat about patterns seen in successful law firms. Successful law firms are focused on generating leads and are obsessed with the intake system. Since intake is a crucial part in making money, many successful firms get it right. Their system is easy, quick and uses all the right tools and processes. Another pattern is having a good CRM. Many firms fail because their CRM is not being used by staff or is too complicated. Find a good, simple CRM so your firm can flourish!Take a listen!06:28 Lessons from Legal Struggles16:51 Learning to Read People27:23 Law Firm Growth Patterns37:43 Milestones, Progress, and Zilla Metrics Origins41:42 What Makes a Good Attorney43:10 Three Pillars of Law Firm GrowthTune in to today's episode and checkout the full show notes here. Connect with Matt:Website Instagram Facebook  Linkedin Youtube

On Tax returns for Season 10 on Tuesday, September 9. This season, tune in as Cravath partner and podcast host Len Teti talks to professionals in the world of tax about their career journeys and the lessons, insights and professional relationships they've collected along the way. Next week, retired Cravath partner and former Head of the Tax Department Steve Gordon drops by for another conversation with Len—this time, they discuss working together in the Firm's Tax Department, the importance of proactive teamwork and the valuable problem-solving role that tax practitioners play for clients. Learn more about On Tax at cravath.com/podcast/index. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Grow a Small Business, host Troy Trewin interviews Sharon Francisco, founder of SharonFrancisco.com, shares her inspiring journey from joining her sister-in-law's small bookkeeping business in 2013 and scaling it to a 12-person team within six years, to launching her own coaching business in 2019. Despite facing a divorce after 26 years of marriage and battling serious health issues, Sharon transformed her challenges into strength, now coaching bookkeepers and accountants worldwide. She emphasizes confidence, financial freedom for women, and the importance of building habits like a default diary. Sharon also highlights investing in mentors, creating authentic team culture, and balancing work with personal life. Her story is one of resilience, reinvention, and empowering others to achieve lasting success. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Sharon Francisco, the hardest thing in growing a small business is not overthinking and trying to get everything perfect. She believes many owners get stuck in second-guessing, when the real key is to take action and keep moving forward. What's your favorite business book that has helped you the most? Sharon Francisco's favorite business book that has helped her the most is “The One Thing” by Gary Keller and Jay Papasan. She values it because it teaches the importance of narrowing focus, avoiding distractions, and going deep into one area to get real results. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Sharon Francisco believes that one of the best ways to grow as a small business owner is through continuous learning, especially from books and structured programs. She personally prefers reading and listening to Audible, as she values the ability to access decades of someone's experience in just a few hours. Sharon has invested heavily in online business programs such as Thought Leaders Business School, Key Person of Influence, and Taki Moore's Black Belt, along with Tina Tower's Her Empire Builder. While she doesn't listen to many podcasts herself, she emphasizes that books and high-quality programs can transform your business mindset and skills. Her advice: keep investing in your personal and professional development – it pays off many times over. What tool or resource would you recommend to grow a small business? According to Sharon Francisco, the most valuable “tool” for growing a small business is outsourcing. She recommends not wasting time trying to master tasks you're not good at, but instead focusing on your strengths and hiring experts for the rest. For example, she outsources her social media management for about $2,200 a month, which allows her to stay focused on coaching and client work. Sharon believes this mindset shift—treating outsourcing as a growth tool—helps business owners scale faster, avoid burnout, and concentrate on the areas where they add the most value. What advice would you give yourself on day one of starting out in business? Sharon Francisco says that if she could give herself advice on day one of starting out in business, it would be to borrow the money to get a mentor and follow their guidance 100%. She believes investing in the right mentor early on saves years of trial and error, builds confidence faster, and provides the structure needed to grow with less stress. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success in business isn't about doing it all yourself—it's about knowing when to outsource – Sharon Francisco Investing in mentors will save you years of mistakes and fast-track your success – Sharon Francisco True success is having the choice to create a life and business you love – Sharon Francisco      

Time for our fun new weekly segment!

Alan StraussSenior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assetsWebsitehttps://www.crystalfunds.com/BioAlan has been with the firm since 2009. During that time, he has helped lead the firm's investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and his B.S. in Broadcast Journalism and Spanish from the University of Miami.Crystal has over $1bn of AUM on its platform

Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa's Advisory Service, LLC. Melissa reflects on how the eight-week sales mastery course helped her take control of her finances, determine which clients to let go, and add up to $27,000 to her revenue. Tune in as she shares how embracing such a huge change allowed her to bring her career to greater heights and get out of the hamster wheel.