Podcasts about firms

Organization undertaking commercial, industrial, or professional activity

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Latest podcast episodes about firms

World of DaaS
The LM Brief: Navigating GDPR Compliance Outside the EU and UK

World of DaaS

Play Episode Listen Later Sep 12, 2025 16:07


This week's World of DaaS LM Brief looks at GDPR compliance for non-EU and non-UK companies. Firms handling resident data in these regions are required to appoint local representatives who serve as points of contact for regulators and individuals exercising their data rights. This step is critical for ensuring compliance with both GDPR and UK GDPR.Listen to this short podcast summary, powered by NotebookLM.

Cato Event Podcast
Federalism and Financial Regulation

Cato Event Podcast

Play Episode Listen Later Sep 12, 2025 67:37


Financial markets are some of the most heavily regulated markets in the United States. Firms and individuals that wish to engage in financial services–related businesses face complex regulatory regimes that are overseen by a web of agencies that includes, on the federal level, several banking regulators, two markets regulators, and a consumer protection regulator. But the regulation doesn't end there, as a host of other agencies, including state-level regulators and self-regulatory organizations, may also have oversight responsibilities. As attention has turned to ideas of government efficiency, financial regulation should not be left out of the conversation. But how should we right-size financial regulation?Our conference seeks to shed light on this question by asking: How many financial regulators is the right number? What should the balance be between federal and state financial regulation? Should the Federal Reserve shed its regulatory functions? Has federal intervention in housing finance gone too far?Join us at Cato's Center for Monetary and Financial Alternatives annual conference for an outstanding program featuring leading policymakers and experts discussing how to right-size financial regulation. Hosted on Acast. See acast.com/privacy for more information.

Cato Event Podcast
Fireside Chat with U.S. Representative French Hill, Chairman, House Financial Services Committee

Cato Event Podcast

Play Episode Listen Later Sep 12, 2025 31:08


Financial markets are some of the most heavily regulated markets in the United States. Firms and individuals that wish to engage in financial services–related businesses face complex regulatory regimes that are overseen by a web of agencies that includes, on the federal level, several banking regulators, two markets regulators, and a consumer protection regulator. But the regulation doesn't end there, as a host of other agencies, including state-level regulators and self-regulatory organizations, may also have oversight responsibilities. As attention has turned to ideas of government efficiency, financial regulation should not be left out of the conversation. But how should we right-size financial regulation?Our conference seeks to shed light on this question by asking: How many financial regulators is the right number? What should the balance be between federal and state financial regulation? Should the Federal Reserve shed its regulatory functions? Has federal intervention in housing finance gone too far?Join us at Cato's Center for Monetary and Financial Alternatives annual conference for an outstanding program featuring leading policymakers and experts discussing how to right-size financial regulation. Hosted on Acast. See acast.com/privacy for more information.

Cato Event Podcast
Fireside Chat with Commissioner Hester Peirce, U.S. Securities and Exchange Commission

Cato Event Podcast

Play Episode Listen Later Sep 12, 2025 31:26


Financial markets are some of the most heavily regulated markets in the United States. Firms and individuals that wish to engage in financial services–related businesses face complex regulatory regimes that are overseen by a web of agencies that includes, on the federal level, several banking regulators, two markets regulators, and a consumer protection regulator. But the regulation doesn't end there, as a host of other agencies, including state-level regulators and self-regulatory organizations, may also have oversight responsibilities. As attention has turned to ideas of government efficiency, financial regulation should not be left out of the conversation. But how should we right-size financial regulation?Our conference seeks to shed light on this question by asking: How many financial regulators is the right number? What should the balance be between federal and state financial regulation? Should the Federal Reserve shed its regulatory functions? Has federal intervention in housing finance gone too far?Join us at Cato's Center for Monetary and Financial Alternatives annual conference for an outstanding program featuring leading policymakers and experts discussing how to right-size financial regulation. Hosted on Acast. See acast.com/privacy for more information.

Cato Event Podcast
Government Intervention in Housing Finance

Cato Event Podcast

Play Episode Listen Later Sep 12, 2025 65:31


Financial markets are some of the most heavily regulated markets in the United States. Firms and individuals that wish to engage in financial services–related businesses face complex regulatory regimes that are overseen by a web of agencies that includes, on the federal level, several banking regulators, two markets regulators, and a consumer protection regulator. But the regulation doesn't end there, as a host of other agencies, including state-level regulators and self-regulatory organizations, may also have oversight responsibilities. As attention has turned to ideas of government efficiency, financial regulation should not be left out of the conversation. But how should we right-size financial regulation?Our conference seeks to shed light on this question by asking: How many financial regulators is the right number? What should the balance be between federal and state financial regulation? Should the Federal Reserve shed its regulatory functions? Has federal intervention in housing finance gone too far?Join us at Cato's Center for Monetary and Financial Alternatives annual conference for an outstanding program featuring leading policymakers and experts discussing how to right-size financial regulation. Hosted on Acast. See acast.com/privacy for more information.

Cato Event Podcast
Regulatory Design

Cato Event Podcast

Play Episode Listen Later Sep 12, 2025 76:05


Financial markets are some of the most heavily regulated markets in the United States. Firms and individuals that wish to engage in financial services–related businesses face complex regulatory regimes that are overseen by a web of agencies that includes, on the federal level, several banking regulators, two markets regulators, and a consumer protection regulator. But the regulation doesn't end there, as a host of other agencies, including state-level regulators and self-regulatory organizations, may also have oversight responsibilities. As attention has turned to ideas of government efficiency, financial regulation should not be left out of the conversation. But how should we right-size financial regulation?Our conference seeks to shed light on this question by asking: How many financial regulators is the right number? What should the balance be between federal and state financial regulation? Should the Federal Reserve shed its regulatory functions? Has federal intervention in housing finance gone too far?Join us at Cato's Center for Monetary and Financial Alternatives annual conference for an outstanding program featuring leading policymakers and experts discussing how to right-size financial regulation. Hosted on Acast. See acast.com/privacy for more information.

Cato Event Podcast
The Federal Reserve as a Financial Regulator

Cato Event Podcast

Play Episode Listen Later Sep 12, 2025 70:44


Financial markets are some of the most heavily regulated markets in the United States. Firms and individuals that wish to engage in financial services–related businesses face complex regulatory regimes that are overseen by a web of agencies that includes, on the federal level, several banking regulators, two markets regulators, and a consumer protection regulator. But the regulation doesn't end there, as a host of other agencies, including state-level regulators and self-regulatory organizations, may also have oversight responsibilities. As attention has turned to ideas of government efficiency, financial regulation should not be left out of the conversation. But how should we right-size financial regulation?Our conference seeks to shed light on this question by asking: How many financial regulators is the right number? What should the balance be between federal and state financial regulation? Should the Federal Reserve shed its regulatory functions? Has federal intervention in housing finance gone too far?Join us at Cato's Center for Monetary and Financial Alternatives annual conference for an outstanding program featuring leading policymakers and experts discussing how to right-size financial regulation. Hosted on Acast. See acast.com/privacy for more information.

The Mobility Standard
RCBI Investors Don't Buy Numbers; They Buy Stories

The Mobility Standard

Play Episode Listen Later Sep 12, 2025 4:10


Alaattin Kilic: “Statistics inform. Stories persuade. Firms win trust when they combine both, but it always begins with the story.”View the full article here.Subscribe to the IMI Daily newsletter here. 

New Solo
Shared Spaces, Separate Firms: How Conti Moore and Barbara Leach Built a Unique Solo Partnership | First Flight #8

New Solo

Play Episode Listen Later Sep 11, 2025 38:41


What does it look like when two solos run completely independent practices—but still share staff, expenses, and even office celebrations? In this episode of New Solo's First Flight series, Adriana Linares revisits her interview with Orlando attorneys Conti Moore and Barbara Leach to unpack how they crafted a “work wife” arrangement that saves money, boosts efficiency, and provides daily collaboration without merging firms. From splitting receptionist hours and copier leases to balancing friendship with professionalism, Conti and Barbara explain how their shared setup helped them avoid loneliness, strengthen their brands, and keep their autonomy while enjoying the benefits of teamwork. Later, ALPS Insurance's Rio Laine joins Adriana to highlight the risks and rewards of these unconventional arrangements and why clear boundaries, role definitions, and coverage conversations are key to making them work. Hear the original episode with Conti Moore and Barbara Leach  Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode.

Legal Talk Network - Law News and Legal Topics
Shared Spaces, Separate Firms: How Conti Moore and Barbara Leach Built a Unique Solo Partnership | First Flight #8

Legal Talk Network - Law News and Legal Topics

Play Episode Listen Later Sep 11, 2025 38:41


What does it look like when two solos run completely independent practices—but still share staff, expenses, and even office celebrations? In this episode of New Solo's First Flight series, Adriana Linares revisits her interview with Orlando attorneys Conti Moore and Barbara Leach to unpack how they crafted a “work wife” arrangement that saves money, boosts efficiency, and provides daily collaboration without merging firms. From splitting receptionist hours and copier leases to balancing friendship with professionalism, Conti and Barbara explain how their shared setup helped them avoid loneliness, strengthen their brands, and keep their autonomy while enjoying the benefits of teamwork. Later, ALPS Insurance's Rio Laine joins Adriana to highlight the risks and rewards of these unconventional arrangements and why clear boundaries, role definitions, and coverage conversations are key to making them work. Hear the original episode with Conti Moore and Barbara Leach  Learn more about ALPS Insurance.  Receive email notifications every time we release a new episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cloud Accounting Podcast
Who Gets No Tax on Tips, Why Firms Struggle With Tech, Xero Updates

Cloud Accounting Podcast

Play Episode Listen Later Sep 10, 2025 84:09


Are AI “super agents” like Xero's Jax actually useful—or just shiny chatbots? Blake and David unpack Xerocon announcements, why embedded agents lack context, smarter way to automate bank feeds with rules, the leaked “no tax on tips” job list and planning opportunities, IRS staffing whiplash, plus what billion‑dollar AI pledges from big firms really mean. Walk away with practical steps to deploy AI that saves hours without losing control.SponsorsTeamUp - http://accountingpodcast.promo/teamupRippling - http://accountingpodcast.promo/ripplingDigits - http://accountingpodcast.promo/digitsChapters(00:00) - Introduction and Podcast Overview (00:45) - Continuing Professional Education (CPE) Credits (03:20) - Live Stream Interactions and Coffee Talk (04:09) - Upcoming Deadlines and Tax Season Tips (05:52) - Upcoming Conferences and Events (14:48) - Blake's New Book Announcement (24:27) - No Tax on Tips Discussion (28:57) - IRS Workforce Challenges (31:41) - State Tax Implications for NFL Players (36:22) - Xero Con and AI Financial Super Agent (37:51) - Analyzing Gross Profit Trends (39:43) - Limitations of AI in Accounting (42:12) - AI-Powered Bank Reconciliation (49:47) - Automating Invoice Creation with AI (55:01) - Grant Thornton's AI Investment (01:02:16) - The Future of AI in Accounting (01:13:03) - AI's Impact on Accounting Jobs (01:21:26) - Implementing AI in Accounting Firms  Show NotesTreasury names jobs for Trump's 'no tax on tips' deduction https://www.cnbc.com/2025/09/03/treasury-trump-no-tax-on-tips-jobs.htmlScoop: List of jobs covered by Trump's "no tax on tips" (See if you qualify) https://www.axios.com/2025/09/01/no-tax-on-tips-jobs-trump-billWorkers in 68 occupations may soon be exempt from paying taxes on tips, including some surprising jobshttps://www.cbsnews.com/news/no-tax-on-tips-trump-big-beautiful-bill-68-occupations-heres-who/IRS is canceling its layoff plans, will ask some it fired or pushed out to return https://www.govexec.com/workforce/2025/08/irs-canceling-its-layoff-plans-will-ask-some-it-fired-or-pushed-out-return/407620/The IRS is Downsizing: Key Divisions Most Affected in 2025 https://sandbergphoenix.com/the-irs-is-downsizing-key-divisions-most-affected-in-2025/Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technologyhttps://www.businesswire.com/news/home/20250904414830/en/Grant-Thornton-Advisors-investing-$1-billion-to-arm-the-multinational-workforce-across-its-platform-with-powerful-AI-tools-and-technologyGrant Thornton Advisors to Sink $1 Billion Over Three Years on AI https://www.cpapracticeadvisor.com/2025/09/05/grant-thornton-advisors-to-sink-1-billion-over-three-years-on-ai/168500/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

The Growth Minded Accountant
Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time

The Growth Minded Accountant

Play Episode Listen Later Sep 10, 2025 40:53


Every tax season, accountants hit the same wall: too many clients, not enough hours. The knee-jerk reaction? Cut clients, cut stress, cut back.But here's the problem: you can't cut your way to growth. And you sure can't cut your way to a 7-figure exit.In this episode of The Growth-Minded Accountant, Lee Reams II (Founder of CountingWorks) reveals why the most successful firms aren't trimming — they're transforming. With AI and modern workflows, firms can cut hours instead of revenue, scale advisory without adding staff, and build practices worth premium multiples at exit.You'll discover:Why cutting clients doesn't reduce client demandsHow to raise prices the right way (without lipstick-on-a-pig processes)The hidden cost of “doing nothing” year after yearHow AI and automation unlock 5–10 hours per engagementWhy tech-enabled firms sell for nearly double the multiples of traditional firmsThe Big Four are pouring billions into AI. Independent firms don't have to lose — but they do have to adapt.If you're ready to stop surviving tax season and start scaling a future-proof firm, this episode is your playbook. Learn more via https://www.countingworkspro.com/.

Caveat REALTOR
Advertising Other Firms' Listings

Caveat REALTOR

Play Episode Listen Later Sep 9, 2025 6:24


The Legal Team discusses how to stay in compliance when advertising listings from other firms.

Secrets of Staffing Success
[InSights] Omnichannel or Obsolete: The Future of Marketing for Staffing Firms

Secrets of Staffing Success

Play Episode Listen Later Sep 8, 2025 36:22


In this episode of InSights, Brad Bialy sits down with Steve Gipson to unpack why omnichannel marketing is the key to staffing firm growth in 2025 and beyond. About the Guest Steve Gipson is the Director of Sales and Operations at Recruiters Websites, bringing over 15 years of recruiting and digital marketing experience. His team has helped more than 700 staffing firms strengthen their online presence through strategy, web development, and SEO. Key Takeaways Omnichannel is not optional—it's essential. The right message matters more than more messages. Marketing consistency drives sales confidence. Growth requires meeting talent and clients where they are. The firms that adapt fastest, win. Timestamps [00:19] – Why omnichannel marketing can't be ignored in 2025 [00:31] – The danger of feeling stuck a year from now [00:36] – How to reach more clients with the right message [00:42] – Why timing determines recruiting success [00:48] – The shift from order taking to strategic marketing [00:53] – Fixing low job fill rates with smarter outreach [00:56] – Building momentum before the new year [01:02] – Omnichannel as the antidote to stalled sales [01:10] – Why more platforms mean more opportunity [01:16] – Matching firm size with marketing strategy [01:22] – Preparing now for 2026 market shifts [01:28] – How omnichannel protects firms from downturns About the Host Brad Bialy is a trusted voice and highly sought-after speaker in the staffing and recruiting industry, known for helping firms grow through integrated marketing, sales, and recruiting strategies. With over 13 years at Haley Marketing and a proven track record guiding hundreds of firms, Brad brings deep expertise and a fresh, actionable perspective to every engagement. He's the host of Take the Stage and InSights, two of the staffing industry's leading podcasts with more than 200,000 downloads. Sponsors and Offers Heard InSights is presented by Haley Marketing. The old way of selling staffing is dead. Let's fix it – with smarter strategies and HUGE DISCOUNTS on modern lead gen tools: https://bit.ly/Bialy20 Book a 30-minute business and marketing consultation with host, Brad Bialy: https://bit.ly/Bialy30 This episode is brought to you by MJA & Associates. For over 20 years, they've helped staffing firms save money by securing federal and state tax credits like the Work Opportunity Tax Credit (WOTC). With performance-based pricing, you only pay when you save—no setup costs, just real results. Learn more at mja-associates.com.

BizNews Radio
The Business Show: Stephen Cranston's The Mavericks - How three firms dominated SA finance

BizNews Radio

Play Episode Listen Later Sep 8, 2025 14:29


Journalist and author Stephen Cranston unpacks his book The Mavericks, revealing how Allan Gray, Coronation, and Investec's NinetyOne reshaped South Africa's financial services industry. From Coronation's explosive breakout to Allan Gray's long-term genius and NinetyOne's global ambitions, Cranston explores the partnerships, culture shifts, and bold moves that defined an era, and why the next wave may come from nimble niche players

SmartBug on Tap
Is It Time to Fire Your ATS? What HubSpot Can—and Can't—Do for Staffing Firms

SmartBug on Tap

Play Episode Listen Later Sep 5, 2025 18:58


In staffing, your applicant tracking system (ATS) may feel like both a lifeline and a limitation. It's great at storing resumes and ensuring compliance—but does it actually help you nurture candidates, align with marketing, or forecast sales? In this episode, host Alexandra Whitmore is joined by Abigail Allen, SVP of Sales at SmartBug, to tackle the big question: Is it time to fire your ATS? Together, they explore:

Ransquawk Rundown, Daily Podcast
Europe Market Open: Trump flags chip tariffs, but some firms will be safe; NFP ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Sep 5, 2025 5:05


US President Trump said he would be placing chip tariffs “very shortly,” which will be “fairly substantial”, but signalled Apple (AAPL) and others will be safe during his dinner with tech CEOs at the White House on Thursday, according to CNBC.Fed's Williams (voter) reiterated that he expects gradual interest rate cuts over time, while he declined to comment if the market's September rate cut view is correct.US President Trump said they are going to get the war in Ukraine settled; US Defense Department said two Venezuelan military aircraft flew near a US Navy vessel in international waters.APAC stocks mostly took their cues from the gains on Wall Street; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.4% on Thursday.Looking ahead, highlights include German Industrial Orders (Jul), French Trade Balance, EZ Employment (Final), GDP Revised (Q2), UK Retail Sales (Aug), EZ GDP Revised (Q2), US Jobs Report (Aug), Canadian Jobs Report (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Behind Your Back Podcast with Bradley Hartmann
476 :: What a British Retailer's Choices on Lingerie Can Teach Construction Firms About Leading High-Performing Teams Today

Behind Your Back Podcast with Bradley Hartmann

Play Episode Listen Later Sep 4, 2025 9:20


Are outdated beliefs silently sabotaging your construction team's performance?   In today's episode, Bradley Hartman breaks down Peter Drucker's timeless “Theory of the Business” to reveal how even successful construction leaders risk falling into groupthink and losing touch with reality—especially when they assume they already know what their customers need.   In this episode you will:  Learn why updating your business assumptions is key to staying competitive in a fast-changing industry. Discover how to identify blind spots within your leadership team. Hear how a century-old retail strategy can reshape your customer approach today.   Press play now to discover one mindset shift that can help you lead with more clarity and better control.   You can download Drucker's seminal article here.        This episode is brought to you by The Simple Sales Pipeline® —the most efficient way to organize and value any construction sales rep's roster of customers and prospects in under 30 minutes once every 30 days. *** If you enjoyed this podcast, please leave a review on Apple Podcasts. Your feedback will help us on our mission to bring the construction community closer together. If you have suggestions for improvements, topics you'd like the show to explore, or have recommendations for future guests, do not hesitate to contact us directly at info@bradleyhartmannandco.com.  

FOX on Tech
AI Reduces Animal Lab Testing

FOX on Tech

Play Episode Listen Later Sep 4, 2025 1:45


Firms like Recursion and Schrodinger are using artificial intelligence to model how drugs work, reducing the need for lab testing on animals. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Irish Tech News Audio Articles
Critical cybersecurity gap: Almost 6 in 10 Irish firms overlook software updates

Irish Tech News Audio Articles

Play Episode Listen Later Sep 4, 2025 7:39


Almost six in ten Irish businesses (57%) do not regularly update their software, while more than half (51%) fail to run regular automated data backups, indicating a worrying lack of protection against cyber criminals. Furthermore, just four in ten (39%) Irish organisations report having provided cybersecurity training to their staff, one of the most effective methods of preventing cyber incidents. These findings come from new research conducted by insurance broker and risk management firm Gallagher in Ireland. The company commissioned a survey of 300 business decision-makers across the UK and Ireland, 100 of whom are based in Ireland, to assess what critical cybersecurity tools organisations are using to protect themselves. Experts at Gallagher warn that, despite these basic gaps in protection, nine in ten (92%) Irish businesses believe they are adequately protected against cyber-attacks highlighting a disconnect between perception and reality. Commenting on the survey findings, Laura Vickers, Managing Director of Commercial Lines at Gallagher in Ireland said: "Our research suggests that there is a mismatch between how well protected businesses in Ireland believe they are against cyber attacks - and the steps they have taken to manage such threats. Regularly updating software is a very basic step but it is crucial for cybersecurity, as updates often include security patches that address vulnerabilities and this in turn could potentially prevent cyber attacks and data breaches. Yet our survey shows that only 43% of Irish businesses do this. "Automatic data backup is another crucial cybersecurity measure, as it helps protect against data loss from various incidents - such as ransomware attacks, hardware failures, and accidental deletions. Automated backups are considered more reliable and less error-prone than manual backups. Yet only half of Irish businesses run regular automated data back-ups." When asked what steps Irish organisations take to protect themselves against cyberattacks, Gallagher found: 1. 49% conduct regular automated data back-ups 2. 48% use multi-factor authentication for all applications utilising remote access 3. 43% conduct regular updates of software 4. 41% run system vulnerability scans 5. 39% provide training for all staff on cybersecurity 6. 38% use multi-factor authentication for employee email accounts 7. 36% undergo regular data back-ups Ms Vickers added: "Cybercrime is no longer a niche or occasional risk - it's a persistent, evolving threat that affects almost every organisation in some shape or form. Training and awareness are crucial when it comes to protecting an organisation against cybercrime - such training will not only equip staff with the skills they need to spot a potential cyberattack, it will also help them protect their business against such an attack. Yet less than four in ten of the businesses in our survey have trained staff in cybersecurity, which is a big oversight." Other headline findings from the Gallagher research reveal that: Almost two-thirds (64%) of Irish businesses believe they are "very protected" against a cyber-attack, with a further 28% saying they are "quite protected". At 92%, the number of Irish businesses that feel adequately protected against cyber attacks is slightly higher than in the UK, where 89% of firms indicated this to be the case. When it comes to the measures taken by firms to improve cybersecurity, UK businesses are more inclined than their Irish counterparts to run regular software updates (71% of UK businesses did so versus 43% of Irish firms) and to train all staff on cybersecurity (57% versus 39%). While numbers were still high, the businesses that feel least protected against cyberattacks are those in the professional services (75% of business decision makers said they feel safeguarded against such threats), healthcare (83%), IT/computing (83%) and financial services (89%) sectors. The businesses that feel most protected against cyber-attacks a...

KentOnline
Podcast: Lullingstone Country Park users prepared to go to court over £20 parking admin fee disputes

KentOnline

Play Episode Listen Later Sep 4, 2025 19:39


Disgruntled drivers are refusing to pay their admin fees and say they're prepared to go to court over parking fines at one of Kent's country parks. It's after it was revealed some were issued penalty notices, despite having proof they'd paid to park. Also in today's podcast, a drink-driving teacher has avoided being banned from the profession after claiming he only got behind the wheel because he “feared for his life” following a knife attack.The former head of chemistry was more than double the legal limit when he was stopped by police. People living on newbuild estates across part of north Kent are banding together to help others in their battle with management companies.Firms have been coming under the spotlight following reports of charges going up - but work not being carried out.You can hear from wildlife experts who were against plans for 2000 homes near Canterbury and are now welcoming news the land's been removed from the city council's local plan.The site is not included in a revised document which sets out where building could take place - meaning properties will need to go elsewhere in the district.And with children back at school this week and autumn under way - we're being encouraged to make sure winter vaccines are booked in.Online bookings have opened for Covid and flu jabs which will start to be delivered next month.

Big Law Life
#88: How Strategic Planning Can Help BigLaw Attorneys Succeed in Their Firms - with Sheri Palomaki

Big Law Life

Play Episode Listen Later Sep 3, 2025 29:26


Strategic planning often feels like corporate jargon that doesn't belong in law firms. Yet without a clear plan, too many lawyers end up chasing random opportunities, wasting time, and missing the clients and matters best suited to help them succeed with building their practice and their business.  In this episode, I talk with Sheri Palomaki, Director of Practice Operations at K&L Gates [Energy, Infrastructure, Resources] about why strategic planning is a critical skill for lawyers today, what makes it so difficult in our environment, and how attorneys in BigLaw can use practical tools like SWOT analysis, SMART goals, and accountability partners to align priorities with results. If you've ever wondered how to turn priorities like “bring in more clients” into real progress, this conversation will give you a concrete path forward. At a Glance: 00:00 Why strategy feels elusive for lawyers but is essential to your practice 01:20 Framing why strategic planning matters for lawyers and practice leaders 03:29 Sheri's career path from practicing at Skadden to law firm operations and strategic planning, and how that shaped her perspective 05:21 Why law firms resist planning: cash-basis financials, partnership politics, and individual achievement culture 08:17 The dartboard and football analogies: why random wins aren't a strategy 10:04 The trap of setting too many priorities and why 2-3 is the sweet spot 12:15 Using SWOT analysis effectively and avoiding the problem of one partner speaking for everyone 14:04 Turning priorities into SMART goals and why specificity matters 16:27 How to avoid chasing the wrong kinds of clients by segmenting your long tail 18:29 Fitness and sports analogies: daily actions, not lofty goals, drive results 21:12 Guarding against shiny object syndrome and staying intentional about shifts 23:10 How recurring accountability meetings and role assignments keep execution on track 25:02 The “accelerator program” model for training rising partners in business development 26:12 First steps: finding an accountability partner and communicating priorities Rate, Review, & Follow on Apple Podcasts & Spotify Do you enjoy listening to Big Law Life?  Please consider rating and reviewing the show! This helps support and reach more people like you who want to grow a career in Big Law.  For Apple Podcasts, click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! Also, if you haven't done so already, follow the podcast here!  For Spotify, tap here on your mobile phone, follow the podcast, listen to the show, then find the rating icon below the description, and tap to rate with five stars. Learn more about Sheri Palomaki and Legal Value Network LinkedIn:https://www.linkedin.com/in/sheripalomaki/ https://www.legalvaluenetwork.com/ Interested in doing 1-2-1 coaching with Laura Terrell? Or learning more about her work coaching and consulting? Here are ways to reach out to her: www.lauraterrell.com  laura@lauraterrell.com   LinkedIn: https://www.linkedin.com/in/lauralterrell/  Instagram: https://www.instagram.com/lauraterrellcoaching/  Show notes: https://www.lauraterrell.com/podcast  

The Model FA
Unlocking Growth: Andrea Schlapia's EOS Blueprint for Advisory Firms

The Model FA

Play Episode Listen Later Sep 2, 2025 36:54


In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms achieve clarity, accountability, and growth. Key Topics Covered: Andrea's background and the evolution of Ironstone Business Coaching What EOS is and why it matters for advisory firms of all sizes The six key components of EOS: Vision, People, Data, Issues, Process, and Traction How EOS helps firms manage complexity, avoid “idea overload,” and create organizational health The importance of getting leadership teams aligned and communicating the vision throughout the company Practical steps for implementing EOS, including the 90-minute overview, Focus Day, and quarterly/annual sessions Real-world case studies of firms that have transformed using EOS The value of structure and discipline in creating freedom and work-life balance Recommended resources: “Traction” and “What the Heck is EOS?” by Gino Wickman Connect with Andrea Schlapia: LinkedIn: https://www.linkedin.com/in/aschlapia/ Email: andrea@ironstonehq.com Ironstone Business Coaching: ironstonehq.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Law Firm Growth Podcast
Why Winning Firms Never Talk about Tire Kickers

Law Firm Growth Podcast

Play Episode Listen Later Sep 2, 2025 13:45


Why Winning Firms Never Talk about Tire Kickers>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.com>> "3 million in revenue is a death zone" with Greg Crabtree - https://youtu.be/1Cl-FH8nxvM?list=TLGGo4v_6p9VyX8yNjA4MjAyNQResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Brave Dynamics: Authentic Leadership Reflections
Jianggan Li: China Price War Chaos, EV Subsidy Battles & Why Firms Flee Abroad – E622

Brave Dynamics: Authentic Leadership Reflections

Play Episode Listen Later Sep 2, 2025 30:37


Jeremy Au and Jianggan explore why China business environment is locked in cycles of over-competition that destroy margins and push firms to seek growth abroad. They trace how JD, Meituan, and Alibaba's food delivery war escalated into billions of yuan in subsidies, why regulators hesitate to intervene, and how clusters like Shenzhen and Hangzhou still thrive despite intense rivalry. Their discussion highlights collapsing product margins, subsidy-driven chaos in the EV sector, and the role of provincial governments in fueling excessive competition. They also examine how talent migration and generational shifts are reshaping workforce dynamics, with younger Chinese workers increasingly prioritizing lifestyle and aspirations over hardship-heavy careers. 00:24 Over-competition defined daily life in China: Companies copied each other's hardware and burned billions on subsidies in food delivery, bubble tea, and coffee. 02:49 JD, Meituan, and Alibaba escalated into a price war: Subsidies wiped out profits and locked companies into a prisoner's dilemma. 07:11 Government offered mixed signals: Some regulators praised subsidies for boosting consumption while others warned about disruption. 13:04 Hardware margins collapsed quickly: AI note-taking devices saw profits fall from 20 percent to 1 percent within a year as competitors rushed in. 15:35 EV industry showed subsidy-driven chaos: BYD slashed prices by 25 percent, alarming regulators who feared smaller firms would be wiped out. 18:58 Shenzhen and Hangzhou emerged as key clusters: They benefited from policy support, inertia, and government backing for overseas expansion. 23:59 Younger workers demanded balance: Unlike older generations, they sought personal aspirations and resisted hardship-heavy roles abroad. Watch, listen or read the full insight at https://www.bravesea.com/blog/jianggan-li-china-price-wars Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

PR With The Pros
The Ins and Outs of Ethics: Handling Ethical Issues in a Student-run Firm

PR With The Pros

Play Episode Listen Later Sep 2, 2025 17:11


Learning is all a part of the process. A statement echoed in this episode of PRSSA Podcasts, where our host, Madeline Emerick, is joined by Dr. Alisa Agozzino, APR, Ohio Northern University's PRSSA Faculty Adviser, on the topic of ethics in Student-run Firms.    Dr. Agozzino shares some of the obvious and not-so-obvious ethical issues Student-run Firms can encounter and how to handle them. From increasing scope to confronting a client, ethical issues need to be handled in a way which promotes the student's education and strengthens the client-firm relationship.    You can find more information about the PRSA Code of Ethics by following this link: https://www.prsa.org/professional-development/prsa-resources/ethics#code   To connect with Dr. Alisa Agozzino, APR:  https://www.linkedin.com/in/alisaagozzino/   To connect with Alicia Caracciolo, International President of PRSSA 2025-2026: https://www.linkedin.com/in/aliciamcaracciolo/ internationalpresident@prsa.org   To connect with PRSSA National:     / prssanational     / prssanational     / prssanational     / prssanational     To connect with Madeline Emerick, VP of Brand Engagement 2025-2025: https://www.linkedin.com/in/madeline-r-emerick/  vpbrandengagement@prsa.org 

The Engineering Project Management Podcast
Leadership in Geotechnical Engineering Firms That Drive Project Success – Ep 085

The Engineering Project Management Podcast

Play Episode Listen Later Sep 1, 2025 23:13


In this episode, I talk with Rodney Jones, RCE, GE, principal engineer and CEO at Skyline Geotechnical Inc., about leadership in geotechnical engineering firms, building a geotechnical engineering firm from the ground up, the lessons learned in engineering leadership strategies and business ownership, and how adaptability, people skills, and strong client relationships drive lasting AEC […] The post Leadership in Geotechnical Engineering Firms That Drive Project Success – Ep 085 appeared first on Engineering Management Institute.

The Mobility Standard
Dubai's Golden Visa for Creators Attracts 2,415 Individuals and 78 Firms in Six Months

The Mobility Standard

Play Episode Listen Later Sep 1, 2025 2:55


Officials say the program's participants have a combined online audience of nearly 2.5 billion followers, and highlighted its positive impact on tourism and retail.View the full article here.Subscribe to the IMI Daily newsletter here. 

Moneycontrol Podcast
4787: Talent trumps tariff - US firms step up hiring in India & other news | MC Editor's Picks

Moneycontrol Podcast

Play Episode Listen Later Sep 1, 2025 5:17


Amid Trump's tariff wars, American firms have stepped up hiring in India, underscoring the country's importance as a talent hub. Nandan Nilekani tells Moneycontrol that AI won't kill Indian IT, “such obituaries have been written before”. Also find an exclusive interview with Naveen Jindal as he addresses wide ranging topics. Also inside: India's consumer credit story, trade moves, and our data story of the day.

Forbes Daily Briefing
Intel Worked With Chinese Firms Sanctioned For Enabling Human Rights Abuses

Forbes Daily Briefing

Play Episode Listen Later Aug 29, 2025 4:52


The U.S. government will take a 10% stake in the company, whose technology has been used by sanctioned Chinese surveillance and facial recognition firms including Uniview and Hikvision. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

SmartBug on Tap
What Staffing Firms Get Wrong About CRM Strategy

SmartBug on Tap

Play Episode Listen Later Aug 28, 2025 39:00


Is your CRM helping you drive placements—or just creating more admin work? In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug Media) sits down with Casey Peddicord (Senior Director of Channel Sales at SmartBug) to uncover the biggest mistakes staffing firms make with CRM strategy—and how to fix them. From poor adoption and messy data to clunky handoffs between recruiters and sales, Casey shares why so many firms struggle to get real ROI from their systems—and what a healthy, revenue-driving CRM should actually look like. You'll learn: ✅ The top pitfalls staffing firms face with CRM adoption and usage ✅ How to spot the warning signs your CRM is costing you placements and revenue ✅ What separates “using” a CRM from optimizing one ✅ How HubSpot helps break down silos between sales, recruiters, and marketing ✅ Practical steps leaders can take today to improve CRM performance Whether you're relying on a legacy staffing CRM, piecing together spreadsheets, or trying to integrate an ATS with your tech stack, this episode will help you rethink how CRM strategy should work for your business. ⏱️ Key Highlights: [01:08] Why recruiters resist CRM adoption (and how leadership buy-in changes everything) [02:32] Data overload: when CRMs become a chore instead of a growth engine [03:55] Missed placements: spotting signs your CRM is quietly draining revenue [06:25] Using vs. optimizing a CRM — why it's the difference between record-keeping and revenue-driving [12:20] What a healthy CRM system looks like for staffing firms today [16:56] Breaking down silos: aligning sales, recruiters, and marketing inside your CRM [22:04] How HubSpot automation turns handoffs into handshakes [27:21] The role of AI in scaling recruiter productivity without losing the human touch [30:04] A quick-win staffing metric you can improve this week [32:03] The mindset shift: moving from “reporting tool” to “revenue tool” [33:52] How SmartBug helps staffing firms customize and optimize HubSpot for growth

Two Drunk Accountants
What Progressive Firms do Different w. Liam Hindle

Two Drunk Accountants

Play Episode Listen Later Aug 28, 2025 33:39


This week Dan is joined by Liam Hindle Head of Product Marketing at MYOB to discuss their Accounting Industry Monitor report. We discuss what they found the best firms were doing in areas like talent retention and tech/AI. Links: MYOB Accounting Industry Monitor Report - Here Website: https://twodrunkaccountants.com.au/ Instagram: https://www.instagram.com/twodrunkaccountants/ Youtube: https://www.youtube.com/@TwoDrunkAccountants   Chapters 00:00 Introduction and Humor in Accounting 02:44 The Impact of COVID on Health Awareness 05:35 Overview of the MYB Accounting Industry Monitor Report 08:18 Talent Shortages in the Accounting Industry 11:05 Investing in People and Processes for Growth 13:52 Automation and Technology in Accounting Practices 14:56 The Importance of Client Engagement 17:07 Enhancing Client Onboarding Experiences 19:06 Navigating AI in Accounting 21:00 The Evolving Role of Accountants 22:49 Adapting to Technological Changes 23:37 AI Innovations in Accounting Software 26:30 The Future of Agentic AI 27:48 Practical Applications of AI in Accounting

Insurance Uncut
S6 Ep. 3 - What can we learn from firms SFCRs?

Insurance Uncut

Play Episode Listen Later Aug 28, 2025 25:46


This week we talk to Wendy Kriz Evans, a principal at LCP, about the key findings from LCP's annual Solvency II report. We discuss: • Changes in the UK and Irish market solvency coverage ratio. • The changes in geo-political risks firms are facing. • How firms are starting to take action on cyber and climate change risks.

Law Firm Growth Podcast
From BUT to AND: How Gary Mitchell Helps Attorneys Build Multi-Seven-Figure Firms While Working 2 Days a Week

Law Firm Growth Podcast

Play Episode Listen Later Aug 27, 2025 35:03


From BUT to AND: How Gary Mitchell Helps Attorneys Build Multi-Seven-Figure Firms While Working 2 Days a WeekGet in touch with Gary!gary@ontraccoach.com>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Peggy Smedley Show
Agentic AI at Frontier Firms

Peggy Smedley Show

Play Episode Listen Later Aug 27, 2025 34:59


Peggy Smedley and Yury Gomez, global commercial head for supply chain manufacturing and mobility industries, Microsoft, talk about the acceleration of AI (artificial intelligence) and agentic AI. She says supply chains are getting drastically overwhelmed once again, with geopolitical conflicts, but the good news is Microsoft is changing how the supply chain is done with technology because technology is really changing the game.  They also discuss: What a Frontier Firm is and how agentic AI can help Frontier Firms. Examples of case studies where agentic AI is helping in the supply chain. Three areas where companies need to intensify. 2025: The year the Frontier Firm is born Building the Frontier Firm with Microsoft Azure: The business case for cloud and AI modernization (8/26/25 - 934) What You Might Have Missed: Key Considerations for Manufacturing The Age of AI in Automotive Manufacturing: Yesterday, Today, and Tomorrow IoT, Internet of Things, Peggy Smedley, artificial intelligence, machine learning, big data, digital transformation, cybersecurity, blockchain, 5G, cloud, sustainability, future of work, podcast, Yury Gomez, Microsoft This episode is available on all major streaming platforms. If you enjoyed this segment, please consider leaving a review on Apple Podcasts.  

Rainmaker Multiplier On-Demand
How Advisory Firms Build Team-First Compensation Models That Motivate

Rainmaker Multiplier On-Demand

Play Episode Listen Later Aug 27, 2025 29:28


Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success. Resources:Program referenced: The Teamwork Movement Practice Management Program Training referenced: The Teamwork Movement Live Training

Personal Injury Marketing Mastermind
346. Bonus: Books Into Cases - Education Marketing for PI Firms w/ Kara Prior

Personal Injury Marketing Mastermind

Play Episode Listen Later Aug 26, 2025 17:34


Content that creates authority. Social ads that set appointments. Referrals that actually call back. Kara Prior (President, James Publishing / James Amplifier) shares how PI firms are converting attention into signed clients—using niche books, AI-cloned video, and a referral system that delivers. Kara explains: Why niche authority books beat generic guides for proof, follow-up, and lead capture. The math behind Social Leads: run tested ads, pre-qualify responders, and feed your intake team hundreds of phone appointments with vetted prospects—for a flat monthly fee. The overlooked referral engine cadence that turns cold contacts into booked partner meetings (plan ~3 hours of calling per appointment). Why most ROI dies in intake—and how mystery shopping shows you where you're losing cases. VIP PIMCON Tickets:  Pimcon.org Open Fortune Exclusive Discount: openfortune.com/pim  Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

Building The Billion Dollar Business
Why Client Engagement Is the New Growth Strategy for Advisory Firms

Building The Billion Dollar Business

Play Episode Listen Later Aug 26, 2025 7:41


In this episode of Building the Billion Dollar Business, host Ray Sclafani reframes what it truly means to engage clients in a modern wealth management practice. He challenges the common misconceptions of client engagement which includes emails, gifts, and review meetings, and instead defines true engagement as emotional, intentional, and rooted in value. Ray outlines three pillars of effective engagement: proactive conversations, customized communication, and meaningful milestone recognition. He emphasizes that real engagement must be embedded into firm culture, not just left to the advisor. Listeners are encouraged to use tools like client journey mapping, achievement reviews, and feedback loops to scale meaningful connections. The episode closes with three reflective coaching questions designed to help advisors evolve their approach and deepen client relationships in a commoditized landscape.Key TakeawaysTrue engagement is emotional, intentional, and value-driven, where clients feel genuinely seen, heard, and understood.Effective engagement is built on three pillars: proactive conversations that anticipate client needs, customized communication that aligns with how each client processes information, and meaningful recognition of personal milestones.It must be embedded into the culture of the entire firm, not dependent on any one advisor, and requires clear systems, roles, and shared ownership to scale.In today's experience-driven world, clients compare their advisors to brands like Amazon, Apple, and Netflix, expecting personalization, speed, and relevance.When done well, client engagement becomes a strategic asset, creating loyalty, increasing referrals, and strengthening cross-generational relationships.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

The Future of the Firm
What do firms need to know about how clients perceive them in 2025?

The Future of the Firm

Play Episode Listen Later Aug 26, 2025 16:10


On our latest episode of The Future of the Firm podcast, Sophie Gunn, Senior Consultant at Source, caught up with Emma Carroll, our Head of Content, to debate some of the most important findings from our Client Perceptions programme so far in 2025. They then discuss how firms can use this information to gain competitive advantage.  Sophie shared her insights on the following matters and more:    Based on surveys of nearly 4,000 senior buyers, sector expertise and subject matter experts have been the top differentiators for consulting services in recent years. Sophie also reveals other crucial attributes.  Client perceptions show notable regional differences. Some examples include:  In the US, there's a rising emphasis on a firm's global reach; a trend likely driven by recent shifts in supply chains and tariffs.  In countries like China and Japan, clients are primarily focused on a firm's implementation ability.  In the UK, GCC, and Australia, thought leadership is comparatively a more highly valued attribute.  According to the survey, there is a gap between the perceptions of firms by existing clients and prospects, with current clients rating firms' quality of work higher than their prospects. Sophie shares what this means for marketing teams.  There's a notable shift in how senior managers perceive consulting firms: those below the C-suite are becoming less positive. Sophie sets out how firms can respond.   If you enjoyed this conversation, then head over to our Client Perceptions reports page, where you'll discover much more about how senior decision makers perceive leading firms. We share our independent analysis by geography, sector, and service lines, with recent reports including those on financial services, energy & resources, and the US market. Use these reports to gain insight into client priorities, competitor strengths, and market gaps to better position your brand. You can access the reports directly or contact us for more information.  

The Mobility Standard
The Lead Gen Trap: Why RCBI Firms Are Paying More and Converting Less

The Mobility Standard

Play Episode Listen Later Aug 24, 2025 6:14


Alaattin Kilic writes that lead generation alone no longer drives results for RCBI firms when product-market fit and clear messaging are absent.View the full article here.Subscribe to the IMI Daily newsletter here. 

The Law Entrepreneur
457. Summer Success Series: AI Revolution: How Technology is Transforming Legal Practice

The Law Entrepreneur

Play Episode Listen Later Aug 22, 2025 44:17


What if this episode wasn't just about AI—but was created BY AI? Dive into how artificial intelligence is revolutionizing every aspect of legal practice, from client intake to profitability.Sam Mollaei, Esq. reveals cutting-edge AI tools like ChatGPT Mobile, Adobe Enhanced Speech, and automated review analysis that are transforming law firms. Learn how to leverage AI for faster intake, data-driven insights, and marketing strategies that maximize ROI while you focus on high-value work.This is innovation in action. Stay tuned and get ready to rethink what's possible for your practice.Key Takeaways from this episode:1. AI Tools to Boost ProductivityCutting-edge AI tools like ChatGPT Mobile, Adobe Enhanced Speech, and Grammarly are empowering legal professionals to automate tasks, clean up workflows, and focus on what matters most.These tools aren't just helpful—they're transformative for efficiency.2. Google Reviews Powered by Data-Driven InsightsLeveraging AI to analyze Google reviews can uncover trends in client satisfaction, helping firms optimize operations.AI-driven sentiment analysis transforms reviews into actionable insights for growth.3. AI in Client IntakeIntegrating AI into the client intake process ensures faster response times, better tracking, and seamless lead conversions.Firms that automate intake functions see significantly higher conversion rates—responding within five minutes can boost chances of success by 21 times.4. The Role of AI in Marketing StrategiesAI-enabled tools like call tracking and Google Local Services Ads help lawyers focus their marketing efforts on what works, maximizing ROI and driving high-quality leads with precision.5. AI for Profitability and Niche ExpertiseUsing AI to automate cost-heavy, repetitive tasks and streamline workflows frees up time to focus on high-value clients.AI also aids in identifying lucrative niches by analyzing market trends and client data, allowing firms to specialize and increase profitability. "If you're not already on board [with AI], you're already behind.""And while some lawyers might be intimidated by AI, Sam really sees it as a powerful tool that you can use to enhance your practice. You can streamline those workflows, provide better service to your clients, and he's all about using technology to create that leverage, freeing yourself up to focus on those tasks that only humans can do."

Grow Your Law Firm
Differentiation Tactics in Competitive Legal Markets With Ron Latz

Grow Your Law Firm

Play Episode Listen Later Aug 22, 2025 32:54


Welcome to episode 293 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Ron Latz, the Founder of LegalFenix, a legal marketing consultancy offering fractional CMO services to growth-minded law firms. With over 15 years of experience in legal marketing, Ron has helped hundreds of firms strengthen their strategy, hold vendors accountable, and create consistent growth. He shares how smaller law firms can stand out in saturated markets, avoid common SEO pitfalls, and use AI strategically without losing authenticity or trust.     What you'll learn about in this episode:   AI is reshaping legal marketing strategy - Law firms must learn how AI-driven search and content affects visibility - Firms that avoid AI tools risk falling behind in efficiency and reach Smaller firms can still compete with giants - Community involvement and personalized branding are powerful differentiators - Grassroots efforts like newsletters, and speaking gigs help smaller firms build trust Differentiation starts with messaging - Firms must clarify why a prospect should hire them instead of a competitor - Storytelling, clear positioning, and niche services help break through the noise AI is a tool- use it wisely - AI is great for content outlines and repurposing - but human oversight is essential - Abuse of AI can hurt search rankings and brand credibility Authenticity wins on social media - Static, outsourced posts often fall flat—audiences prefer real voices and stories - Ghostwriters can help lawyers find and refine their authentic tone for better impact Resources:  Website: www.legalfenix.com/ LinkedIn: www.linkedin.com/in/ronlatz/ Facebook: www.facebook.com/legalfenixmarketing YouTube: www.youtube.com/@LegalFenix Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

AFO|Wealth Management Forward
From Pricing to Leadership: Building Firms That Deliver Value and Stay Future Ready

AFO|Wealth Management Forward

Play Episode Listen Later Aug 22, 2025 34:46


In this episode, Rory speaks with Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, Executive Director of Aprio Firm Alliance, about how firms can adapt and thrive in a fast-moving profession. Loren explains why so many accountants undervalue their services and how shifting from hourly billing to value pricing can align firms more closely with client outcomes while boosting profitability. Mike shares ways practitioners can embrace vulnerability as a leadership strength and how to inspire teams to drive change. Want to know how to strengthen your value beyond compliance? Curious how to lead with empathy while preparing your firm for the future? Find out the answers to these questions and more in this conversation with Loren Fogelman and Mike Maksymiw.

Payrollin': Growing a Payroll Business That Matters
How Do Payroll Firms Make the Inc. 5000 List? Chris Caputo Reveals How Zuma Did It 4 Years in a Row

Payrollin': Growing a Payroll Business That Matters

Play Episode Listen Later Aug 22, 2025 45:36


What is needed for a payroll company to make the Inc. 5000 list and do it four years in a row?In this episode, Matt Vaadi sits down with Chris Caputo, CEO of Zuma Payroll, to uncover the strategies that helped his company earn a spot on the Inc. 5000 list four years running. From carving out a niche in construction and union payroll to going head-to-head with industry giants, Chris shares the mindset and tactics behind Zuma's rapid growth.

Forex Beginner Podcast
Forex Funding Companies (Prop Firms) Are Not A Good Option Anymore!

Forex Beginner Podcast

Play Episode Listen Later Aug 21, 2025 24:08


The Agency Profit Podcast
Operationalizing and De-Risking Positioning, with Mike Grinberg

The Agency Profit Podcast

Play Episode Listen Later Aug 20, 2025 35:47


Points of Interest1:10 – 2:03 – Introduction: Marcel welcomes Mike Grinberg, founder of Proofpoint Marketing, who specializes in helping boutique firms strengthen positioning to compete against large incumbents.2:15 – 3:54 – Competing with “IBM”: Mike explains his role as helping boutique firms reduce client risk perception so they can win against well-known, safer-seeming competitors.4:48 – 5:40 – The Safe Choice Problem: Agencies that differentiate too much without context risk being seen as confusing or risky, which often drives clients back to incumbents.5:46 – 8:44 – Positioning Overlooked Through Risk: Traditional positioning frameworks focus on being better or different but rarely consider how buyers perceive risk in making a nontraditional choice.10:08 – 12:52 – Why Positioning Matters More Now: In uncertain markets, poor positioning is exposed. Firms that only grew with the tide find themselves struggling when growth slows.13:10 – 14:16 – Positioning as an Operational Issue: Positioning cannot be treated as surface-level messaging; it must be reflected in delivery, hiring, onboarding, and overall business design.15:13 – 17:29 – Three Levels of Differentiation: Mike outlines functional, intellectual property (frameworks, tools, methodologies), and promotional differentiation as the three vectors agencies must align.19:00 – 20:13 – The Category Dilemma: Agencies often struggle between fitting into known categories, which brings competition, or creating new ones, which increases client risk and education costs.22:23 – 24:03 – Functional vs. IP Positioning: Mike advocates anchoring to existing categories functionally while differentiating through intellectual property and go-to-market messaging.26:30 – 27:49 – Starting with Ideal Client Profile (ICP): Effective positioning begins with deeply defining the ICP beyond titles and industries, including attributes like stage, structure, and challenges.30:26 – 36:23 – The Risk Perception Matrix: Mike introduces his framework with two axes—personal vs. organizational risk and internal skepticism vs. external questioning—to explain how agencies can derisk buying decisions at every stage.Show NotesConnect with Mike via LinkedInNewsletter: Proofpoint.marketingRisk Perception MatrixLove the PodcastLeave us a review here.

Building The Billion Dollar Business
The Hidden Cost of Haphazard Growth in Advisory Firms

Building The Billion Dollar Business

Play Episode Listen Later Aug 19, 2025 7:28


In this episode of Building the Billion Dollar Business, Ray Sclafani dives into one of the most overlooked dangers facing advisory firms today: haphazard growth. While expanding your team, client base, and offerings may look like success on the surface, growth without intention can breed operational chaos, erode client trust, and reduce long-term enterprise value. Ray outlines the difference between reactive expansion and purposeful scaling, and offers a five-part blueprint for building a sustainable growth strategy that creates real client impact.Listeners will walk away with a sharper understanding of how to reframe growth as a client-centered initiative, not just a business metric. Plus, Ray offers three powerful coaching questions to assess your firm's current trajectory and uncover whether your growth is building trust—or just making noise.Key TakeawaysScaling without value creation can lead to insolvency, not increased enterprise worth.Haphazard growth is reactive, adding services or people without clarity or alignment.Intentional growth begins with segmentation: know who you're built to serve best.Understand what your team can handle before quality slips.Develop clear hiring, career paths, and retention strategies.Communicate growth clearly so clients know how it benefits them directly.Firms that win will be the most intentional, not necessarily the largest.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Personal Injury Marketing Mastermind
344. BONUS: Follow Them Everywhere: The Programmatic Advantage for PI Firms

Personal Injury Marketing Mastermind

Play Episode Listen Later Aug 18, 2025 49:07


Only one in ten PI firms is using programmatic advertising. That means the other nine are sacrificing market share. And cases. If your ads aren't following your ideal clients from Candy Crush to connected TV, it's time to change that. In this special bonus replay of our live Rankings webinar, CEO Chris Dreyer and Director of Paid Ads Brianna Sudbury break down exactly how to put your brand in front of the right audience, on the right device, at the right time, without wasting budget. From CTV spots on Hulu to geofenced audio ads near accident sites, this episode is your roadmap to laser-targeted campaigns that work together, trackable results, and scaling without the guesswork. Learn: The six programmatic formats every PI firm should test Why “one pixel to rule them all” is your retargeting superpower How to combine OTT, display, audio, and native for maximum recall Creative tips that beat “wallpaper” ads every time Budget ranges, CPM benchmarks, and when to go premium vs. remnant PIMCON 2025 Tickets On Sale Now. Get yours today! Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

Unchained
Crypto Firms, Fintechs and Banks Hope to Dominate Stablecoins. Who Will Win? - Ep. 888

Unchained

Play Episode Listen Later Aug 15, 2025 50:48


Stablecoin-focused blockchains are popping up everywhere. Stripe, Circle, and more are betting they can dominate payments. But are these chains even needed? And will Ethereum ever be ready for real-world assets?  Austin Campbell, NYU professor and founder of Zero Knowledge Consulting, joins Unchained to cut through the hype. From why “the market eventually eats you” to how consumers, not companies, could be the real winners, Campbell unpacks the competitive landscape and warns that the ultimate champion might be someone who isn't even on the field today. Thank you to our sponsors! Walrus Xapo Bank Guest: Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Links: Unchained:  Circle to Launch Layer 1 Blockchain ‘Arc' Stripe Is Building Its Own Layer 1 Blockchain: Report Fortune: Top crypto VC Matt Huang to lead Stripe blockchain Tempo as CEO, stay at Paradigm Timestamps: