Podcasts about firm

In this episode of Accountants Minute Podcast, Peter Towers, Founder and Managing Director of ESS BIZTOOLS, explores how accountants, bookkeepers and business advisors can offer powerful value to SME clients through capital raising advisory services. Peter explains the immense opportunity in helping SMEs raise funds through Crowd-Sourced Funding (CSF) Equity Raising and Early-Stage Innovation Company (ESIC) status. These services not only help clients grow without debt but also open new revenue channels for your firm – such as virtual CFO roles and strategic advisory board positions. You'll gain insight into: ✅ How to guide clients through the CSF and ESIC processes ✅ Eligibility rules, documentation requirements, and ATO/ASIC compliance ✅ Why most CSF applications are rejected – and how to help your clients avoid that fate ✅ How your firm can differentiate and grow with these services You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube    

Nnamdi Okike of 645 Ventures joins Nick to discuss From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm. In this episode we cover: Frameworks and Signals for Early-Stage Investing Challenges and Opportunities in Non-Consensus Investing The Role of AI in Venture Capital Guest Links: Nnamdi's LinkedIn Nnamdi's X 645 Ventures' LinkedIn 645 Ventures' Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

In the latest episode of The Future of the Firm podcast, Dr. Katharina Weghmann, Global ESG Leader within Forensic & Integrity Services at EY, and Nick Jones, Director of Client & Markets Engagement also within Forensic & Integrity Services at EY, sat down with Emma Carroll, Head of Content at Source to discuss why ESG integrity is at a crossroads.  Nick and Katharina shared their insights on the following matters and more:    Many organisations face challenges in clearly defining industry-relevant ESG targets and translating them into actionable initiatives. ESG efforts are often siloed from the organisation's core purpose and strategy; treated more as a compliance risk than as an integrated, strategic priority.  A 'say-do gap' often exists between leadership's ESG commitments and how employees perceive those priorities. Bridging this gap requires clear, consistent communication, and alignment across all stakeholders—employees, investors, customers, and boards.  Companies that excel in ESG often view it as a long-term strategic imperative rather than a regulatory exercise. They integrate ESG into their purpose, are willing to make tough choices and short-term sacrifices for long-term value, and they prioritise building trust with all stakeholders.  To drive Integrity-First ESG, organisations should prioritise a few key areas where they can make a significant and measurable impact, rather than spreading efforts across too many KPIs.    Embracing collective action by collaborating with peers in the industry or region can accelerate progress toward shared ESG goals and deliver more meaningful change.  This podcast discusses EY's article Why ESG integrity is at a crossroads between aspiration and regulation, which was rated as one of the top pieces of content in Source's annual report, Quality Ratings of Thought Leadership for 2024.  If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Andrew Brothers, former CIO at Primark, about targeting tech investment in retail as a CIO. 

Watch the YouTube version of this episode HEREIn this episode of the Maximum Lawyer podcast, host Tyson Mutrux introduces the "Routing Framework," an AI-driven system designed to automate and streamline task delegation in law firms. Tyson explains how this framework can reduce response times, minimize manual errors, and boost efficiency by automatically directing tasks and messages to the right team members. Drawing on examples from other industries, he outlines practical steps for implementation, shares best practices, and answers common questions about legal automation. 01:09 What is the Routing Framework?02:12 Current Law Firm Workflow vs. Routing System 05:18 How to Implement Routing in Your Firm06:10 Expanding and Customizing Routing07:09 Results and Proof of Impact08:11 Best Practices for Routing FrameworksTune in to today's episode and checkout the full show notes here. 

(00:00-29:03) Joey Vitale joins us from down in Dallas at a volleyball tournament with a little father/daughter time. More spaghetti, less upset-y. NHL Draft tonight. Does Joey think Jordan Kyrou will be traded? Kyrou's development. Something about Santa Clause. Firm handshakes and eye contact matters. No submissions yet for RHWOFTMA. Bridge Loans.(29:12-54:25) The first song you could ever download on the internet. Aerosmith. Ballwin Beer Bitch is on the phone lines. Thoughts on gentle parenting husbands. Soft nags. Steve Templeton. The odor in the women's restroom at the Doggies game. Update on the EBUG situation in the NHL. Daddy Padre calls in to give his thoughts on losing his job.(54:35-1:03:14) Drops of the Week. St. Louisan Trent Frederic signs with the Edmonton Oilers. Box socials.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of Inside the Firm, more on is being a builder like being a used car salesman? Join us as we go back Inside the Firm!

Recording date: 25th June 2025Compass, episode 20Tether, the company behind the USDT stablecoin, has acquired a 37.8% stake in Elemental Altus Royalties Corp, marking a significant development for the mining royalty sector. The transaction, executed at $1.55 per share through purchases from La Mancha and another shareholder, and grants Tether the right to acquire up to 51.8% of the company.The investment brings unprecedented financial firepower to the mining space. Tether generates over $5 billion annually in cash flow from its $100+ billion in deposits, which are invested in U.S. treasuries yielding 4-5%. To contextualize this scale, Tether's annual revenue is five times larger than Franco Nevada's $1 billion revenue, positioning it as a potentially transformative force in mining sector capital allocation.This move aligns with Tether's hard asset philosophy and anti-fiat currency stance. The company already operates a gold-backed stablecoin and holds approximately seven tons of physical gold, making mining royalties a logical expansion area. Importantly, Tether retained Elemental's existing management team, including CEO Frederick Bell and CFO David Baker, signaling a disciplined approach focused on fundamental value creation rather than aggressive growth at any cost.The market response has been positive, with Elemental's stock price rising from $1.55 to $1.80 following the announcement. Industry observers believe this could trigger broader rerating of mid-tier royalty companies as cryptocurrency-derived capital enters the sector. The transaction represents potential crossover between cryptocurrency and precious metals investors, both sharing anti-fiat currency philosophies.For the mining industry, this development addresses persistent capital constraints and introduces substantial new liquidity. The investment likely represents the beginning of Tether's mining sector involvement, with potential for additional investments across the value chain as the company seeks hard asset exposure for its massive cash flows.Sign up for Crux Investor: https://cruxinvestor.com

You've nailed your value proposition—now what? In this episode, we show how consultancies can embed business development capabilities across the whole firm, turning scattered effort into a coordinated go-to-market machine. Credits Voices, production, etc. by Ash and Flo Creative and design advice by @calmar.creativ Into, outro voiceover for the unbillable hours podcast by @iamthedakota Music also by @iamthedakota   Shownotes No notes for this one!

Cuando se agota el plazo para que el presidente de Estados Unidos, Donald Trump, cumpla su promesa de imponer aranceles agresivos a sus socios comerciales, la Casa Blanca anuncia que firmó un pacto con China -sin mayores detalles- y que se apresta a hacerlo con India, según medios especializados. Además, no descarta extender el plazo para los demás países.

Send us a textIf you want to pass a prop firm challenge to become a funded trader, watch this video. I'm David Capablanca, a verified 7-figure trader. I won 2nd place in the One Best Trader competition, which was a simulated trading competition with major similarities to an online funded trading challenge. I'll tell you what I had to adjust in my trading, how the rules affected my psychology, and what kind of prop firms are truly beneficial to your success in trading. Friendly Bear UniversityGet Profitable & Master Your Trading - Memberships & Courses Now AvailableFriendly Bear Conference 4Early Bird ticket for Friendly Bear Conference 4 in Los Angeles on 10/10/25 ft. Tom Hougaard. David's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!Cobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformAskEdgarUse Code friendlybear for 25% off for AskEdgar, the new standard for researching SEC filingsFlash ResearchUse coupon code FB15 for 15% off Premium. Find your edge with the best stock analyzer Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

You didn't build a business just to stay stuck in it — so why are you still the one holding it back? In this episode of The Game Changing Attorney Podcast, Michael and Jessica Mogill challenge the belief that being essential to your business is a badge of honor. Instead, they reveal why the most effective law firm leaders are the ones who build systems, empower teams, and make themselves operationally unnecessary. From learning how to keep a pulse without micromanaging to redefining your role as CEO, this episode is a tactical playbook for law firm owners who want to scale without staying stuck in the center of everything. Here's what you'll learn: Why stepping back from daily operations doesn't mean losing control — and how to keep a real-time pulse without micromanaging. How boredom can signal it's time to raise your standards, redefine your role, or set a bigger vision for your firm. What it takes to balance your core business with outside interests, without letting performance slip. If you want your firm to grow beyond you, you've got to be willing to let go. ---- Show Notes: 00:00 – Introduction 02:37 – The Robot Dog Experiment: A Lesson in Responsibility 07:02 – Are AI Relationships Really That Far Off? 08:42 – How Involved Should a Law Firm Owner Be? 11:49 – What to Do When You've Lost Passion for the Business You Built 17:21 – The Real Cost of Split Focus and Chasing Too Many Interests 21:53 – Final Thoughts: You Can Have It All, But Not All at Once ---- Links & Resources: AIbo robot dog by Sony Gary Vaynerchuk Tim Cook ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 373. AMMA — Your Firm's Biggest Threat: Too Many Good Ideas 341. The Real Reason Your Firm Isn't Scaling — And It's Not What You Think 189. AMMA — How to Preserve Your Culture While Scaling Your Business

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See 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 is happening at HPE Discover? This week Technology Now is dialing into to HPE Discover Las Vegas, HPE's annual customer and partner event. Our reporter on the ground, Sam Jarrell, is joined by HPE's President and CEO, Antonio Neri, to explore the show floor and learn more about this year's event. This episode is available in both video and audio formats. This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Antonio Neri:https://www.hpe.com/uk/en/leadership-bios/antonio-neri.htmlThis Week in History:https://www.iaea.org/sites/default/files/26404794246.pdfhttps://world-nuclear.org/information-library/current-and-future-generation/nuclear-power-in-the-world-today

Australia is holding firm on its defence spending strategy; A former Western Sydney University student is facing a slew of hacking and fraud charges after allegedly compromising the institution’s systems; A US judge has delivered a partial victory to Meta Platforms in a lawsuit brought by authors over the use of their copyrighted books to train its artificial intelligence system; Prince Joachim of Denmark has opened up about his family's new life in the United States; and Pop superstar Katy Perry and actor Orlando Bloom have reportedly split. The Quicky is the easiest and most enjoyable way to get across the news every day. And it’s delivered straight to your ears in a daily podcast so you can listen whenever you want, wherever you want...at the gym, on the train, in the playground or at night while you're making dinner. Support independent women's media CREDITS Host/Producer: Gemma Donahoe Audio Production: Lu HillBecome a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

"Hey Ray, wouldn't it be funny if I went to Harvard, you went to Jail and we both ended up surrounded by crooks."

Rebecca Driscoll, CPA, Co-founder of The Collaboration Room, walks through her unconventional journey into public accounting, highlighting her transition from working at a large firm to establishing her own CAS and Tax practice. Rebecca elaborates on the significant life changes that motivated her to pursue a different career trajectory.  Emphasized in this episode is the significance of internal CAS practices and the key role coaching plays in assisting firm owners to develop sustainable firms. Rebecca also encourages listeners to think about their goals and desired lifestyle, and how that can be aligned with their career paths. 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    

Australia is standing firm on not raising defence spending to the levels demanded by the United States government, despite NATO countries agreeing to do so at their meeting in the Netherlands.

Amy Walsh, Craig Forrest and Dan Wong, bring the chat with perhaps the Goal of the Year in the Monterrey match, Inter powers through River Plate and the round of 16 is awaiting after one more match day.  GET IN! You can watch every FIFA Club World Cup game free on DAZN. Sign up now.Presenters: James Sharman, Craig Forrest, Jimmy Brennan, Amy Walsh & Dan WongBut in the Meantime: Jeff Cole, VO and Editor/ProducerThis podcast has content that may use words and share tales that offend, please feel free to use your best discretion.Parental discretion is advisedwearefootyprime.comX @footy_primeTikTok @FootyPrimePodcastYoutube @FootyPrimePodcastIG FootyPrimeIGFacebook Footy Prime The PodcastEmail footyprimepodcast@gmail.comONE BALL GIN https://www.nickel9distillery.com/products/footy-prime-one-ball-gin

When money isn't an issue, should your teenager still work a summer job? In this episode of Purposeful Planning, we explore why summer employment remains valuable for teens from wealthy families. From building work ethic and financial literacy to funding retirement accounts early, discover how summer jobs provide benefits that money can't buy—even when you have plenty of it. Sources: https://www.aspenwealthmgmt.com/resource-center/lifestyle/does-our-kid-need-a-summer-job https://www.aspenwealthmgmt.com/resource-center/blog/protect-children-inheritance-trust 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.

Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm's rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped … Read More Read More

Good morning! On today’s show, Matt Swaim and Anna Mitchell welcome Rita Heikenfeld to share more summer recipes featuring foods mentioned in the Bible. Other guests include Gary Michuta from Hands On Apologetics, Courtney Brown from Ruah Woods, and pastoral counselor Kevin Prendergast. Plus news, weather, sports, and more… ***** Prayer of Pope Clement XI Lord, I believe in you: increase my faith.I trust in you: strengthen my trust.I love you: let me love you more and more.I am sorry for my sins: deepen my sorrow. I worship you as my first beginning,I long for you as my last end,I praise you as my constant helper,And call on you as my loving protector. Guide me by your wisdom,Correct me with your justice,Comfort me with your mercy,Protect me with your power. I offer you, Lord, my thoughts: to be fixed on you;My words: to have you for their theme;My actions: to reflect my love for you;My sufferings: to be endured for your greater glory. I want to do what you ask of me:In the way you ask,For as long as you ask,Because you ask it. Lord, enlighten my understanding,Strengthen my will,Purify my heart,and make me holy. Help me to repent of my past sinsAnd to resist temptation in the future.Help me to rise above my human weaknessesAnd to grow stronger as a Christian. Let me love you, my Lord and my God,And see myself as I really am:A pilgrim in this world,A Christian called to respect and loveAll whose lives I touch,Those under my authority,My friends and my enemies. Help me to conquer anger with gentleness,Greed by generosity,Apathy by fervor.Help me to forget myselfAnd reach out toward others. Make me prudent in planning,Courageous in taking risks.Make me patient in suffering, unassuming in prosperity. Keep me, Lord, attentive at prayer,Temperate in food and drink,Diligent in my work,Firm in my good intentions. Let my conscience be clear,My conduct without fault,My speech blameless,My life well-ordered.Put me on guard against my human weaknesses.Let me cherish your love for me,Keep your law,And come at last to your salvation. Teach me to realize that this world is passing,That my true future is the happiness of heaven,That life on earth is short,And the life to come eternal. Help me to prepare for deathWith a proper fear of judgment,But a greater trust in your goodness.Lead me safely through deathTo the endless joy of heaven. Grant this through Christ our Lord. Amen. ***** Full list of guestsSee omnystudio.com/listener for privacy information.

Supio, an AI-driven platform developed specifically for personal injury lawyers, has been generating a lot of buzz. On the heels of reporting record growth last year and raising $25 million in Series A funding in October, last month it raised another $60 million in a Series B round. But what do the lawyers who use the platform think of it? On today's LawNext, we hear from one of those lawyers, as well as from the company's cofounder and CEO. Our guests today are:   Tyler Schneider, managing partner of the personal injury law firm TorHoerman Law. Schneider was an early adopter of Supio. He and his firm used it to help obtain a $495 million verdict against Abbott Labs in a case involving allegations that cow's milk-based infant formula caused intestinal inflammation in premature babies. Jerry Zhou, the CEO of Supio who cofounded it in 2021 together with his childhood friend and coworker Kyle Lam after having held product management and engineering roles at Microsoft and Avalara.    In their conversation with host Bob Ambrogi, Zhou and Schneider talk about the development of Supio, its real-world impact on plaintiffs' lawyers, and their wish lists for further development of the product. They also share their thoughts on how AI is likely to reshape PI practice more broadly.    Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). SpeakWrite: Save time with fast, human-powered legal transcription—so you can focus on your practice   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Forget what you think you know about finance careers. Eric Flynn didn't come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he's the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who believe wealth management should feel a lot less clunky and a lot more human.Eric's story is part Yellowstone, part Wall Street, and all about finding the courage to own your different.  In this Episode, Eric and Stacy dig into: Why he ditched computer science for accounting (and why neither felt like a forever fit)How growing up on a ranch shaped his work ethic, mindset, and ability to fix just about anythingWhat it's really like building your chops at a boutique family office where you do everythingWhy Compound's approach to tech, AI, and client experience is changing the game for advisorsThe power of owning your story, especially in an industry that's slow to celebrate what makes you differentAbout Eric Flynn:Eric is a tenured financial professional with over 23 years of experience in the wealth management space. At Compound Planning, Eric leads the Wealth Management business and is responsible for executing the strategic vision, leading the advisory team, and harmonizing the service offerings for an exceptional client experience. Eric's background is in advising higher net worth clients and providing family office services as well as consulting to firms in the wealth management industry. Eric received a Masters in Professional Accountancy from Montana State University in Bozeman, Montana and is a CPA and CFA Charterholder. Prior to joining Compound, Eric was a Principal of multiple registered investment firms, and also helped build a national consulting team catering to the wealth management industry. He has a passion for helping people and leading/growing teams. Outside of work, Eric enjoys most anything outside after having grown up on a large family ranch in Montana. He also has a passion for giving back to the community and serves on multiple boards including the Montana State University College of Business Dean's Advisory Board, Bozeman Health Foundation Board, and is the President's Council Representative for the Western Region CFA Societies to the CFAInstitute Board of GovernorsWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Watch the YouTube version of this episode HEREAre you a law firm owner looking for strategies to build a better business? In this episode of Maximum Lawyer, Tyson interviews Jonathan Hawkins, an attorney specializing in advising law firms on business management and legal strategy. Jonathan shares practical insights on building strong client retainer agreements, protecting against associate turnover, and planning for partnership transitions. Jonathan shares some strategies law firms need to use to protect themselves when associates leave and take clients with them. One thing to embed in your processes is establishing partnership agreements with lawyers you hire. This is a way to outline stipulations as it relates to a lawyer leaving and taking a client. Though a client has the ultimate choice, it can be included in an agreement that a lawyer should not encourage their client to leave with them. As a firm owner, this protects your downside and provides you with some sort of protection when it comes to losing clients.Tyson and Jonathan chat about value drivers for law firms and how owners can enhance their practice when it comes time to sell. A big value driver for a potential buyer are the employees. If a new owner is looking to take over, having solid employees and a good leadership team will attract someone to jump in. It will make the transition much smoother and leave the buyer feeling confident in their decision. Another value driver are marketing systems. If your firm has great systems to market itself, someone will be more inclined to buy because they see the dedication that exists within the firm and how it presents itself.Listen in to learn more!2:17 Advice on foundational systems for new law firms4:09 Strategies to protect law firms when associates leave9:57 Common legal protections firms neglect28:27 Additional value drivers for law firms36:34 The importance of succession and incapacity planning Tune in to today's episode and checkout the full show notes here. Connect with Jonathan:Website Linkedin

Prince William is reportedly in a "cold war" with Queen Camilla's son, Tom Parker Bowles, leading to his decision to skip this year's royal Christmas festivities, RadarOnline.com has learned.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Japanese shipping company Nippon Yusen Kabushiki Kaisha is acquiring German salary payment platform for seafaring workers, Kadmos. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ankit Shrivastava, founder and managing partner of the private equity firm Enventure, says Midwestern states are teeming with opportunities to buy family-owned businesses, often being sold as part of a succession plan when a new generation of family members have no interest in carrying on the business. (06/2025)

In this episode I sit down with skateboarding legend, Ray Barbee, to explore the heart behind his creativity and faith. We talk about the early days of his skateboarding journey and how music, photography, and especially his relationship with Jesus have shaped the way he approaches art and life. Ray Barbee is a legendary skateboarder, musician, and photographer known for his smooth style, creative spirit, and joyful presence. Turning pro for Powell-Peralta in 1989, he helped shape the early days of street skating with influential video parts in Public Domain and Ban This, later riding for The Firm, Element, and now Krooked. Outside of skateboarding, Ray continues to express his creativity through music and photography. His newest EP is entitled Little Postcards From Home. He also recently released his first photo book, The Joy Is in Capturing the Journey, which features 16 years of black-and-white film photography and darkroom prints. Ray lives in California with his wife and two sons, and continues to inspire with his faith, creativity, and lifelong commitment to doing what he loves. https://www.ryleyheppner.com https://apologeticscanada.com/ryley-heppner/

On this week's Friday Five, NLW and Scott dive into Bitcoin's remarkable stability above $100,000 despite global uncertainty, major bipartisan passage of the Genius stablecoin bill in the Senate, Circle's blockbuster IPO performance, JPMorgan's surprising move onto Coinbase's Base layer, and Elon Musk's continued push toward making X an "everything app." Plus, Fed divisions deepen as rate cuts remain uncertain. Brought to you by: Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. To learn more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grayscale.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

In this episode, Tyson Mutrux breaks down the Evaluator Optimizer Framework, a simple but powerful feedback loop that can transform the way your law firm operates. This is the third framework in a four-part series designed to help you scale smarter.Tyson explains how the Evaluator Optimizer Framework helps you move from rough draft to polished output in everything from client emails and pleadings to marketing content and internal documents. Inspired by the systems used by companies like Netflix, Amazon, and Duolingo, this approach builds continuous improvement into your workflows making your firm more efficient, more consistent, and more profitable over time. Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

John talks about Trump (who pledged to make Juneteenth a federal holiday during his 2020 presidential campaign) ignoring the holiday and complaining on social media that there are "too many non-working holidays". He also discusses NYC Comptroller and Democratic mayoral candidate Brad Lander who was roughed up and arrested by ICE agents at immigration court in Manhattan. Next, John interviews Jasmine E. Sessoms. She is the President of The 1968 Collective, the parent company of Center 1968 and Firm 1968. She has built a visionary career at the intersection of civic engagement, philanthropy, and politics. As leader of The 1968 Collective, Jasmine works to foster strategic leadership, advocacy, and community empowerment to her home city of Philadelphia and beyond. And finally, he speaks with Hope Giselle who is an author, artist, trans activist and representative of the National Black Justice Collective's Good Trouble Network. She's also a member of D.C.'s advisory council for LGBTQ rights. She was the first openly Black trans woman to speak at the 60th anniversary of the March on Washington in 2024. They discuss the Supreme Court decision that poses a direct threat to the rights and lives of transgender youth in Tennessee.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode of Inside the Firm, builder confidence reaches yet another low and construction declines further, and finally is being a builder like being a used car salesman? Join us as we go back Inside the Firm!

Today we are joined by two guests from Paradigm Advisors: Michelle Gass, Partner, and Kathleen Hood, Associate Financial Advisor. They both open up about how their career journeys brought them into financial planning, as well as how they've successfully collaborated and navigated imposter syndrome while growing the business. If you're interested in finding the right career fit or building strong team dynamics, this episode is for you! Listen in as Kathleen shares how she got her start in financial planning through a campus job board, which eventually led her to realize the insurance channel wasn't the right fit and brought her to Paradigm. Michelle discusses founding Paradigm and the thoughtful process of bringing Kathleen onto the team, highlighting the value she adds. Together, they offer a candid look at the challenges they've faced, how they've grown in their careers, and what they anticipate for the future of financial planning. You can find show notes and more information by clicking here: https://bit.ly/4jYRCNf

In this episode of Drink While You Think, Kenji & Matthew talk about what happens after the deal closes — how they told the team, how fast integration started, and how many emotions went into this process.Tune in for topics like...

What if your biggest leadership challenge isn't deciding what to do, but when to do it? In this episode of The Game Changing Attorney Podcast, Michael Mogill shares personal stories and answers listener questions about tough decisions, team feedback, and betting big on your vision. From a solo weekend with his kids to making high-stakes calls at work, Michael pulls back the curtain on how he thinks through pressure, risk, and long-term impact. Here's what you'll learn: Why speed and decisiveness are only advantages when paired with execution How to weigh input from others — and still make the final call yourself What it takes to scale sustainably without losing your mind You make the decision. Don't let someone else make it for you. ---- Show Notes: 01:58 – Michael's Core Memory Weekend with the Kids 06:24 – The CEO's Dilemma: No Clear Right Answers 06:55 – Why Focus Beats Multiple Revenue Streams 10:53 – The Risk of Moving Too Fast — and Too Big 13:04 – Behind the Scenes of Crisp's Busiest Year 14:18 – Why Execution Matters More Than Ideas 17:16 – Acquisition Anxiety: Growth vs. Culture Clash 21:03 – You Make the Decision — Not Your Team ---- Links & Resources: Die With Zero by Bill Perkins ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 349. AMMA. The Leadership Shift: Building a Firm That Doesn't Depend on You 339. AMMA — The Growth Blueprint: What It Takes to Build a 7, 8, and 9-Figure Law Firm 258. AMMA — The Power of No: Setting Boundaries for Focused Growth

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See 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).

Fiala government survives no-confidence vote, but doubts remain over ministers' involvement, How have the Civic Democrats handled the bitcoin scandal so far?, “We call them Mandrakes”: Czech firm unveils whistling drones at Paris Air Show

Alex Kaehler found herself with a rush of new work an opportunity to really scale her business during the pandemic boom—but soon realized that the way the firm was growing didn't leave her feeling fulfilled. Stressed and stretched thin, she decided to push pause on her business—even if that meant winding down active projects and handing them off to other firms. In the quiet that followed, she was able to finally discover what was missing, and establish a new set of intentions to guide her path forward.This episode was sponsored by Lutron and Serena & Lily. LINKSAlex KaehlerKaitlin PetersenBusiness of Home

Learn from a real, honest (and pretty funny) conversation about how couples—specifically the “chicks” and “dudes”—spend money, especially when you throw entrepreneurship into the mix. Glenn breaks down his go-to strategy for keeping household finances in check when your income is anything but steady, while Julie questions whether “bare minimum” budgets really let anyone thrive.They get into the nitty-gritty of why joint accounts seem to mysteriously drain themselves, how guys tend to drop big bucks on a single item while women make more frequent, smaller purchases, and why splitting your fun money into his-and-hers (or hers-and-hers, or his-and-his!) accounts can be a total game changer. Spoiler alert: you might want to start a vacation fund after this episode.If you're sick of fighting about money with your partner or just want some practical, down-to-earth tips to make life as an entrepreneurial couple a little easier, tune in—there's even some banter about jorts and golf clubs you don't want to miss. So kick back, relax, and let's talk about getting more value out of your hard-earned cash!Empowering Moments00:00 Household Finances: Spending Issues05:20 Budgeting: Gender Spending Habits07:36 "Living Within Means for Enjoyment"10:09 "Enhancing Life by Smart Spending"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.Here are 3 key takeaways you won't want to miss:Define Core vs. Discretionary SpendingStart by setting a clear budget for fixed household expenses, then allocate separate discretionary accounts for each partner. This approach helps keep spending balanced and arguments at bay.Transparency is KeyAgree together—using a spreadsheet or whatever works for you—on what counts as joint expenses and personal spending. Honest conversations are the foundation for avoiding surprise credit card bills or missing vacation funds.Preserve the Fun (and the Peace!)By giving each partner their own “no-questions-asked” discretionary account, you reduce resentment, foster independence, and free up energy to focus on meaningful experiences, not just more “stuff.”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,...

Nan entèvyou sa a nou chita ak Peter Bright Joseph, fondatè Le Bright Academy, ki pataje pakou li soti Ayiti pou l vin yon trader ak edikatè ki gen siksè.Peter pale ouvètman sou difikilte li te rankontre antanke etidyan entènasyonal Ozetazini ak kijan li te dekouvri trading kòm yon chemen pou libète finansye. Li demistifye sa trading ye vre, li eklèsi move konsepsyon sou richès rapid, epi li mete aksan sou enpòtans estrateji, sikoloji, ak jesyon risk.Aprann sou diferan kalite traders ak zouti esansyèl w ap bezwen pou kòmanse. Peter souliye tou wòl enpòtan Le Bright Academy li a nan otonòmize kominote Frankofòn ak Ayisyen yo, li ede elèv yo reyisi nan "proprietary firm challenges" e ansanm yo jenere plis pase 5 milyon dola.Videyo sa a se yon gwo opòtinite pou nenpòt moun ki enterese nan trading, espesyalman jèn Ayisyen k ap chèche chemen karyè altènatif san yo pa oblije swiv chemen edikasyon tradisyonèl yo. Peter demanti mit sou trading, tankou nesesite pou gen gwo konpetans nan matematik oswa yon konfigirasyon konplèks. Li menm pale de kijan fanm ka reyisi nan trading gras ak atansyon yo bay detay!Rejwenn Le Bright Community Peter a epi dekouvri kijan ou ka kòmanse pwòp vwayaj trading ou. Li ofri sesyon live gratis sou YouTube chak Mèkredi, Jedi, ak Vandredi a 9:30 AM EST!Konekte ak Le Bright Academy:Instagram: Le Bright Academy WhatsApp: 954-729-0707

My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation have become unexpectedly central to technology investing. He offers his contrarian take on today's market, arguing that consumer internet represents significant opportunity while most investors chase SaaS and AI deals. We discuss investing in new technology versus commercialization, TCV's evolution from cold-calling to AI-powered sourcing of 11 million companies, and their three-person unanimous investment committee structure. Please enjoy my conversation with Jay Hoag.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ ⁠⁠⁠⁠here.⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:18) Market Conditions and Investment Opportunities (00:06:57) Consumer Internet Businesses and AI (00:09:04) Technology Commercialization Challenges (00:11:30) Public vs. Private Market Dynamics (00:15:32) Growth Investing and Competitive Dynamics (00:22:34) History and Resilience of TCV (00:26:32) Understanding the Firm's Investment Lifecycle (00:27:06) Evolution of Sourcing Strategies (00:28:33) The Role of Data Intelligence in Sourcing (00:29:41) Internal Investment Process at TCV (00:34:31) Challenges and Strategies in Long-term Investments (00:41:15) Reflections on the Investment World (00:43:48) Personal Insights and Final Thoughts

Apple Podcast Description: In this episode of the Inner Edison Podcast, host Ed Parcaut sits down with Jeff Trapp, an experienced tax strategist and founder of Tax Planning Pros. Jeff clarifies the differences between an Enrolled Agent (EA) and a CPA, shares candid stories about his path into the tax field, and offers practical advice for business owners on proactive tax planning. Listen in as Jeff reveals common tax mistakes, the importance of building your personal brand, and key tips for keeping your books in order. Whether you're a solo entrepreneur or a seasoned business owner, this episode is packed with timely insights on saving money, building wealth, and navigating the complex world of taxes. Plus, discover how Jeff overcame setbacks to launch his own successful firm and what you should be asking your accountant to maximize your financial legacy. Learn more about Jeff at taxplanningpros.com and get inspired to take control of your business—and your taxes—today! **Contact Ed Parcaut:** -

Watch the YouTube version of this episode HERE.Are you a law firm looking to adopt AI within their firm? In this episode of the Maximum Lawyer Podcast, Tyson interviews Dan Schnurbusch about the evolving landscape of legal case management tools and the impact of AI on the legal profession. Dan shares his experiences with platforms like Clio, Monday.com, and Airtable, emphasizing the need for flexible, integrated solutions. Case management tools in law firms are essential to streamlining processes and ensuring that cases are dealt with effectively. Dan shares the lack of available all in one legal software solutions. Using different softwares for bookkeeping, case management and report writing can cause issues in automation and efficiency for firms. It is costly to have multiple softwares and many companies are still working on creating comprehensive tools for law firms.Dan and Tyson discuss the future of law as it relates to AI. Statistics show that the cost of AI has decreased, compared to other sectors. This means that it is possible for more AI tools to emerge to help different sectors do their work faster and more efficiently. Dan shares his opinion that AI can help everyone do their work and sectors that refuse to adopt AI will suffer compared to companies that do.Listen in to learn more!03:52 All-in-One Software Frustrations05:03 Economics of Legal Software Development 08:19 AI's Impact on Software Development22:51 Automation vs. AI Agents Analogy 33:30 Favorite AI Prompts & ChatGPT Memory 40:05 Transfer of Trust to AI 44:09 Shiny Object Syndrome & AI Tool Longevity Connect with Dan:Website Instagram Linkedin  TikTok Youtube Tune in to today's episode and checkout the full show notes here. Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn

Send us a textIn this episode of the L3 Leadership Podcast, Doug Smith interviews Jeff Hancher, author of 'Firm Feedback in a Fragile World.' Jeff shares his journey from growing up in poverty to a successful 24-year career, emphasizing the pivotal moments shaped by firm feedback and strong leadership. 00:00 Welcome and Introduction00:35 The Journey to Writing a Book01:14 Overcoming Personal Struggles03:05 The Impact of Leadership05:16 The Role of Faith and Mentors06:40 The Importance of Firm Feedback10:00 Transforming Visions into Results12:54 Balancing Love and Accountability in Leadership14:47 The Power of Feedback24:20 Building a Leadership Brand25:50 Speed Limits and Accountability26:59 Setting Realistic Expectations28:26 Techniques for Accountability32:27 The Importance of Time in Leadership35:34 The Fragility of Feedback38:56 The Journey to Writing a Book44:23 Entrepreneurial Challenges and Advice48:06 Connecting with Jeff and Final ThoughtsThe L3 Leadership Podcast is sponsored by Andocia Marketing Solutions. Andocia exists to bring leaders' visions to life. Visit https://andocia.com to learn more.

Episode #120 - In this powerful episode, I am joined by Shab Azma—an accomplished brand strategist, talent manager, and founder of Arc Collective. With over 25 years in the entertainment industry, Shab has helped shape the careers of celebrity experts while championing a new way of doing business—one rooted in passion, purpose, and the divine feminine.Shab shares her journey from managing blockbuster brands at Universal Studios and A-list talent at The Firm to launching her own company after a life-changing plant medicine experience. We discuss what it means to bring heart and authenticity into male-dominated industries, how women can step fully into their leadership, and why balancing masculine and feminine energy in work is more important than ever.This conversation is equal parts career insight, spiritual awakening, and soulful truth-telling—tune in if you're ready to align your outer success with your inner calling.TakeawaysClients come to us with their stories and passions.It's essential to identify your North Star.Creating a strategy requires patience and collaboration.Authenticity is crucial in leadership roles.Balancing masculine and feminine energies is key to success.Delegation and trust empower team members.Money is just energy; it should come from the right sources.Meditation helps strip away distractions to find clarity.Plant medicine can catalyze profound personal transformation.Spirituality is about tuning into your higher self.Sound Bites"What is your North Star?""Money is just energy.""It's an inside job."Chapters00:00 Introduction and Connection02:14 Journey into Branding and Entertainment05:05 The Shift from Performer to Manager08:06 Building Brands and Intellectual Property10:52 The Realization of Purpose13:43 Merging Spirituality with Business18:33 Creating a Collective and Authentic Space22:26 Balancing Masculine and Feminine Energies28:00 The Path to Conscious Leadership40:18 The Journey of Transcendental Meditation42:44 Embracing Spirituality Over Religion46:01 The Role of Plant Medicine in Spiritual Awakening48:43 Experiences with Ayahuasca and Other Plant Medicines53:27 The Importance of Intentional Use of Plant Medicine58:35 Integrating Spirituality into Professional Life01:03:19 The Shift Towards the Divine Feminine01:07:19 Navigating the Impact of AI on Human Connection01:08:51 Living with an Awakened HeartConnect with Shab Azma:WebsiteInstagramLinkedinStreaming: The Sabrina Soto Show & Cultural Eats now available on Hulu, Disney+, and Samsung TV+Channels Let's Connect!⁠Website⁠Instagram FacebookYoutubeRumble⁠Tik Tok⁠Keywordsspirituality, leadership, authenticity, feminine energy, plant medicine, business strategy, collective energy, mentorship, personal growth, women's empowerment

In this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private real estate, focusing on a positive overall outlook as declining valuations made asset values more attractive. They highlighted favorable sectors such as industrial, multifamily, and life sciences, while the office sector faced challenges. Jeb explains how the industrial sector showed resilience due to shifting trade patterns and long-term fundamentals, including e-commerce growth, the persistent housing shortage, and the trend of near-shoring and on-shoring.  Jeb Belford, Managing Director, is the Chief Investment Officer of Clarion Partners. He is an equity owner in the Firm, chairman of the Firm's Investment Committee, and a member of the Executive Board. From 2013-2021 Jeb was the lead Portfolio Manager of the Firm's open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Lion Value Fund, the Firm's value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm's Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984 at Winthrop Financial Associates, Boston, MA. Jeb has a B.A. in Mathematics and Religion from Dartmouth College. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: About Clarion Partners | Alternatives by FTAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Episode 145 is live! This week on the Rock Roulette Podcast, we're wrapping up our review of The Firm's self-titled debut album. Does the second half of this 1985 supergroup release hold strong, or fade out? Tune in for our final thoughts!

A lot of financial planners don't actually want to run a business. They just want to help people.But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, operations, tech, and marketing instead of focusing on clients.Stephen Fox saw that problem firsthand.Marine Corps veteran. Financial planner. Firm builder.And now, the founder of Advice Only—a platform built for planners who want to offer advice without managing assets or selling products.Instead of taking a percentage of revenue, Advice Only charges a flat fee.Instead of leaving you to build everything from scratch, it handles the RIA, compliance, and infrastructure.Instead of forcing you into a traditional model, it gives you space to just be a planner.It's not just idealistic—it's practical.✅ Lower overhead ✅ Faster path to revenue ✅ Easier compliance ✅ Access to a broader client baseStephen believes advice-only planning is the future—and after hearing his story, you might agree.Catch the full conversation on the latest episode.Then visit adviceonly.com or connect with Stephen to learn more.Stephen's Social:https://www.linkedin.com/in/stevenfox3/

Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stories of venture capital. Larry started G Squared with nothing, dialling for dollars having personally invested in Twitter and Uber. In his first fund, Larry made sizable bets into SpaceX, Palantir, Alibaba and Twitter. Larry has also had mega losses along the way (discussed in the show) in Getir, 23andme and more. Today, Larry manages over $5BN and has invested in all the best from Wiz to Spotify to Revolut and Anthropic.  Agenda: 00:00 – From Broke to Billion-Dollar Bets 03:40 – The $800M Coursera Windfall 06:10 – Lyft Made Millions, Uber Lost $50M 09:05 – “We Fcked Up”: The Billion-Dollar Vintage 11:50 – How a $150M Spotify Bet Made a Billion 15:10 – The Gut Call That Dodged Theranos 18:00 – Vampires vs Zombies: The Coming Startup Purge 20:30 – When Success Almost Killed the Firm 24:20 – DPI Is King, MOIC Is Bullsht 27:40 – Why I'd Buy Anthropic at $61BN Today 30:05 – Losing $70M on 23andMe 32:10 – The Janitor of Venture Capital 34:00 – The Getir Deal That Nearly Broke Me 36:25 – Does Money Actually Make You Happy? 39:00 – What Cal Ripken Jr. Taught Me About Venture  

Guest: Dede Eyesan - Founder of Jenga Investment Partners and author of "Global Outperformer"Dede Eyesan, the visionary founder of Jenga Investment Partners and author of Global Outperformers, who shares insights on identifying high-growth companies and navigating global markets with a unique blend of fundamental analysis and entrepreneurial spirit.Key Idea: The counterintuitive nature of finding investment winners globally and the extreme patience required to hold themKey Timestamps & Ideas3:00 - Early Investment LessonsMade first investment at age 10 in Nigerian stocks (Nestle Nigeria, 7up Bottling, First Bank). Two investments went up 4-5x, bank stock fell by half. Introduction to Warren Buffett and fundamental analysis.6:00 - Boarding School EconomicsLearned about delayed gratification and scarcity through food trading. Traded chicken (perishable) for chips (storable) - time arbitrage concept. "It's ironic that what taught me about money had nothing to do with money."9:00 - Investment Philosophy FormationInfluenced by Warren Buffett, Alan Gray (African value investor), and Carlos Slim. Peter Lynch's books: "One Up on Wall Street" and "Beating the Street". Understanding that environment impacts investment approach.16:00 - Global Outperformance ResearchFound 446 companies (not 200 expected) that were 10-baggers in 10 years. Less than 20% were in the US; more multibaggers in Europe than US. Japan was third-best performing country (surprising finding). Only 5-6% were multibaggers in consecutive decades.22:00 - Two Types of Winning BusinessesCyclical businesses with technical barriers to entry (salmon industry example) and large market opportunities with strong unit economics (BYD in China).29:00 - The Challenge of HoldingMSCI case study: stock flat for 9 years while earnings grew 15% annually. Many multibaggers were flat or down 40-50% in the three years before takeoff. Importance of returning to original investment thesis.35:00 - Quantitative vs. Qualitative AnalysisCannot screen for outperformers quantitatively alone. Developed 60-question checklist across 10 categories. Focus on depth over breadth in investment analysis.42:00 - Role of IntuitionIntuition is earned through experience (15-20 years). Overconfidence led to mistakes when abandoning systematic approach. Returning to detailed checklist process.47:00 - Definition of SuccessThree pillars: Individual happiness, family relationships, and client satisfaction. "I want to be in a place where the kids of my investors in 40 years time can look back and be like, yeah, my dad or my mom made a very good decision."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.