Podcasts about firms

In today's episode of The Daily Windup, we hear a hard-earned lesson from a federal contractor who reveals the hidden pitfalls of the 8(a) program. While many conferences push small businesses to get 8(a) certified, few explain how to actually leverage the designation. Our guest shares how it took years to find a solid mentor-protégé partner—and by the time they did, their certification had expired. The major takeaway? Relationships matter more than paperwork, and timing your 8(a) strategy is critical. She also drops a crucial warning about NAICS codes—specifically how her primary code of 541310 (Architectural Services) prevented her from winning sole-source 8(a) contracts due to Brooks Act restrictions. It's a painful reminder that not all NAICS codes are created equal when it comes to government contracting. If you're navigating the 8(a) process or thinking about it, this episode is a must-listen to avoid years of frustration and missed opportunities.

What does it take to build a recruiting firm that survives three recessions, operates across borders, and thrives without retainers? In this episode of The Resilient Recruiter, we spotlight David Fishman, founder of Sparrow Company—a bi-national executive search and staffing firm based in both the U.S. and Mexico. David shares how he rebuilt after nearly losing everything in 2009 and developed a resilient, multi-revenue business that consistently closes $30K+ deals on contingency. With a team of 12 and placements ranging from hourly plant workers to C-suite executives, David proves that long-term success in recruiting isn't about flashy tech or a narrow niche—it's about grit, loyalty, smart diversification, and building client trust. Whether you're a firm owner, solo operator, or team leader, this episode will inspire you to think bigger, act faster, and future-proof your business model. Episode Highlights: [2:30] Why David's recruiting journey started with a family staffing business and a Coast Guard exit [7:00] How the 2009 recession nearly wiped him out—and what it took to survive [16:00] Expanding into Mexico: a single client request that changed everything [24:00] Building a binational team and training his kids to become recruiters [36:00] Why he's not retained (yet), and how he consistently closes $30K+ fees on contingency [47:00] How Sparrow places both plant supervisors and presidents using the same recruiting mechanics [1:06:00] David's multiple revenue streams: recruiting projects, temp staffing, nearshore talent [1:13:00] Why impulsivity is his superpower and what legacy he wants to leave behind Why Diversification is Non-Negotiable After nearly losing his business during the 2009 downturn, David made a key decision: stop relying on one industry or one type of placement. Today, Sparrow Company operates across manufacturing, engineering, mining, supply chain, and IT—placing roles at all levels across North America and Europe. Key takeaway for recruiters: Think beyond niche. Build a multi-layered model across industry, function, level, and geography. 3 Revenue Streams Every Recruiting Firm Owner Should Know To protect against market shifts and add recurring income, David built three revenue lines: Embedded recruiters on short-term contracts Temporary staffing through a dedicated local firm Contract engineers working remotely from Mexico for U.S. clients These offerings helped him scale sustainably, stabilize cash flow, and serve clients more deeply. “Every time we add a new service, it helps us survive another economic cycle.” How to Close $30K+ Deals Without Retainers David works 100% on contingency—but trains his clients to expect fewer resumes and faster, more precise matches. His firm is known for first-candidate hires and high-level execution without the upfront fees. “I'm not retained, but I'm still beating the firms that are. Because I'm hungrier.” About David Fishman David Fishman is the founder of Sparrow Company, a bi-national staffing and executive search firm incorporated in the United States and Mexico. With 30+ years in recruiting, he's placed CEO, CFO, VP, Director, Plant Manager, and Engineering roles across global manufacturing, supply chain, logistics, and Tier-One automotive clients. Sparrow's clients include publicly traded multinationals, private equity-backed firms, and international companies operating across the U.S., Mexico, Switzerland, and Germany. David is a member of the Pinnacle Society, recognized by the California Staffing Professionals Association as Staffing Professional of the Year, and frequently speaks on recruiting best practices and production hiring. In 2022, he launched a traditional temporary staffing firm serving the El Paso, TX and Las Cruces, NM region. Connect with David David on LinkedIn Sparrow Company Website Connect with Mark Whitby Book a FREE 30-minute strategy call: https://recruitmentcoach.com/strategy-session Mark on LinkedIn X: @MarkWhitby Instagram: @RecruitmentCoach Facebook: RecruitmentCoach Subscribe to The Resilient Recruiter

How many new clients do you need next quarter?

In this episode of The Sound of Economics, host Rebecca Christie discusses how insurance funds invest in the global economy with Patrick Hoedjes, Head of Policy and Supervisory Convergence Department of the European Insurance and Occupational Pensions Authority (EIOPA), and Bruegel's Jesper Berg, Marie-Sophie Lappe and David Pinkus. Where is the money going? What role does European policy play? How can we make sure citizens understand their options and have confidence in the system? They also discuss new research on how much insurance company and pension fund investments stay in Europe, a key question in the EU capital markets debate. The discussion is based on an upcoming Bruegel Policy Brief written by Marie-Sophie Lappe and David Pinkus.

Alaattin Kilic argues that investment migration firms must abandon all-or-nothing packages to build sustainable client pipelines.View the full article here.Subscribe to the IMI Daily newsletter here. 

Stephen speaks to Michael Hewson, Director at Graphene Economics, about the potential significant impacts of US President Donald Trump's 30% tariff on exports from South Africa to the United States, effective August 1, 2025, on trade routes, tax compliance, and multinational pricing strategies for African-based multinationals, particularly in manufacturing, mining, and agriculture. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Concerns are growing among Japanese firms operating in China, after a Chinese court on Wednesday found an employee of major Japanese drugmaker Astellas Pharma Inc. guilty of spying.

This week, Jack Sharry talks with Jeffrey Levi and Rafael Couto for a deep dive into the future of wealth management. Jeffrey is a Principal at Casey Quirk Deloitte and leads the firm's Strategy Offering for Financial Services. He advises wealth and asset managers on complex strategic challenges and spearheads research in areas like private credit, alternative investments, and evolving investment strategies. Rafael, a Senior Manager at Deloitte, helps wealth managers and retirement providers navigate large-scale technology and operational transformations. He focuses on boosting efficiency and improving service delivery, particularly in the growing convergence of workplace and wealth management. Together, they unpack Casey Quirk's latest white paper, which outlines five key growth drivers for the wealth management industry over the next decade. They explore the critical capabilities top-performing firms are building—and how these firms are aligning strategy, technology, and operations to deliver stronger growth and better client experiences. In this episode: (00:00) - Intro (02:37) - Why Deloitte is doubling down on wealth management research (04:03) - Casey Quirk's research participants (06:01) - The five core drivers of future growth in wealth management (09:43) - How these capabilities show up across different channels (11:00) - What it means to build a “transformative DNA” within a firm (15:30) - The challenge of delivering a truly holistic client experience (19:40) - How leading firms are earning and maintaining client trust (24:30) - Why the core wealth platform is becoming a key competitive edge (26:52) - Taking an end-to-end approach to platform design (29:14) - What the future of work looks like in this space (33:17) - Rafael's and Jeffrey's interests outside of work Quotes "In our advisory work, we're seeing a widening gap in performance, growth, and advisor and client experience in the overall marketplace. Some firms are winning, some firms are clearly more stagnant, and in some cases, some firms are starting to decay." ~ Jeffrey Levi "The ecosystem that exists today is going to look very different in five to 10 years because service providers are all evolving to become technology providers. We're seeing massive convergence across servicers, technology firms, clearing and custody firms, TAMPs. We're seeing IBDs want to launch a platform as a service model to serve other parts of the landscape." ~ Jeffrey Levi "When we looked at the characteristics of those that are growing faster, we really saw that they're shaping their services around financial advice and having that at the center of the journey." ~ Rafael Couto "When we say end-to-end, it is what you put in front of the client that matters. But then you have to think all the way down to the operational component, and how you bring everything together. The value you bring to the client is what really makes you win in the market." ~ Rafael Couto Links  Jeffrey Levi on LinkedIn Casey Quirk, A Deloitte Business Rafael Couto on LinkedIn Deloitte Chip Roame Ridgefield 8 Bocce Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

UK economic data reinforced expectations for an August Bank of England ("BoE") rate cut despite near-term inflation risks. Gross domestic product (“GDP”) unexpectedly contracted 0.1% in May, marking a second consecutive monthly decline, while first-quarter growth was revised up to 0.4%. Services grew modestly but falls in production and construction dragged overall output. Updated Office for National Statistics (“ONS”) data revealed higher-than-reported producer inflation, with input prices rising 0.6% in January. Monetary Policy Committee (“MPC”) member Alan Taylor warned of downside risks and urged faster easing. Business sentiment remained fragile, with BDO's hiring index at a 13-year low and Institute of Chartered Accountants in England and Wales (“ICAEW”) confidence at a three-year low. Yet, Royal Bank of Scotland reported a pick-up in services-driven private sector activity. Firms also flagged price hikes to offset payroll tax rises, highlighting persistent cost pressures...Stocks featured:BP, Glencore and WPPTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

On our latest episode of The Future of the Firm podcast, Ben Tye, CEO of Gate One Consulting, caught up with Emma Carroll, Head of Content at Source, to discuss what clients want from growth and CX work today.  Ben shared his insights on the following matters and more:    While clients rarely begin by stating "we need to grow our business", this desire for growth is behind many of the challenges they raise, such as CRM system issues or new product launch hurdles. It is therefore crucial for consultants to link these discrete problems back to the ultimate business outcome of driving growth in order to tailor the services firms offer.  While traditional buyers like COOs, CTOs, CPOs, CFOs, chief digital & information officers, and chief transformation officers still buy services, consultants need to be careful not to assume these roles are buying the same services as they were historically. For instance, a chief people officer might now be more interested in technology and data insights. This leads to more cross-functional buying, plus two or three buyers may be involved, rather than a single sponsor, making the sales process more complex. Clients want support around the technological, operational, and data aspects of AI.   The need for ethical and responsible AI use is increasingly important to clients and is also driving consulting demand. Where AI-driven decisions influence customer experience or service delivery getting those right is particularly critical.  Clients are actively identifying and developing a backlog of AI use cases. Firms can help them manage these as a portfolio, using clear decision criteria to quickly determine if a proof of concept is viable. Interestingly, "edge cases" from this portfolio, rather than the immediately obvious ones, often prove to be the most impactful.    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 Chief Information Officer at Primark, about targeting tech investment as a CIO. 

This episode features a deep dive into trading psychology, strategy, and lifestyle with JP from JPO Capital. He discusses how taking partial profits in 2023 was the turning point from break-even to profitable. He emphasizes the importance of trading as a scalable side income, not as an all-or-nothing career, especially for those with families or financial responsibilities. JP shares that he trades both prop and personal accounts, sticks to three instruments (gold, oil, euro), and avoids overtrading by capping himself at three trades a day.Sponsor: Top One FuturesLink: https://www.asfx.biz/tof Code: ASFX Sponsor: TradezellaLink: https://tradezella.com?fpr=asfx Code: ASFX for 20% offHe talks about the dangers of strategy-hopping and how consistency and backtesting built his edge. Risk management, discipline, and taking breaks are key themes. JP also explains why he doesn't dynamically size trades—he prefers fixed risk, trusting data over feelings. He highlights revenge trading as his biggest flaw and shares how he avoids burnout with structured time off.The conversation also critiques social media's "go all in" trading culture, discusses prop firms, and why trading personal capital may be better long-term. They explore gold's bullishness, mean reversion strategy, order flow, and even asteroid mining for gold. The episode closes with predictions for gold and equity markets and a shared appreciation for trader Burns Skurupinski's macro approach.Connect with Juan - https://x.com/jpocapital

We begin on a positive note by welcoming a “doer,” citizen extraordinaire, Jon Merryman, who couldn't stand the trash, especially old tires, being dumped in his neighborhood. So, he took it upon himself to clean it up and has now expanded his efforts across the country. Then co-president of Public Citizen, Robert Weissman, joins us to explain how spending in the recent bill passed by the Republican controlled Congress prioritizes the Pentagon and deportation enforcement at the expense of the social safety net, essentially trading life for death.Jon Merryman was a software designer at Lockheed Martin, who after retiring found his true calling, cleaning up trash in every county in America.When I first started looking at the environment next to my place of work, one of the things I did uncover was tires. And they were definitely there from the '20s, the '30s, and the '40s, they've been there for decades. And then just after a while, the soil and the erosion just covers them up. And you just discover them, and you realize this has been going on forever.Jon MerrymanNature is innocent. It really doesn't deserve what we've given it. And I feel like someone's got to step up to undo what we've done.Jon MerrymanRobert Weissman is a staunch public interest advocate and activist, as well as an expert on a wide variety of issues ranging from corporate accountability and government transparency to trade and globalization, to economic and regulatory policy. As the Co-President of Public Citizen, he has spearheaded the effort to loosen the chokehold corporations, and the wealthy have over our democracy.The best estimates are that the loss of insurance and measures in this bill will cost 40,000 lives every year. Not once. Every year.Robert Weissman co-president of Public Citizen on the Budget BillPeople understand there's a rigged system. They understand that generally. They understand that with healthcare. But if you (the Democrats) don't name the health insurance companies as an enemy, as a barrier towards moving forward. You don't say United Health; you don't go after a Big Pharma, which is probably the most despised health sector in the economy, people don't think you're serious. And partially it's because you're not.Robert WeissmanNews 7/11/251. This week, the Financial Times published a stunning story showing the Tony Blair Institute – founded by the former New Labour British Prime Minister and Iraq War accomplice Tony Blair – “participated” in a project to “reimagine Gaza as a thriving trading hub.” This project would include a “Trump Riviera” and an “Elon Musk Smart Manufacturing Zone”. To accomplish this, the investors would pay half a million Palestinians to leave Gaza to open the enclave up for development – and that is just the tip of the harebrained iceberg. This scheme would also involve creating “artificial islands off the coast akin to those in Dubai, blockchain-based trade initiatives…and low-tax ‘special economic zones'.” The development of this plot is somewhat shadowy. The FT story names a, “group of Israeli businessmen…including tech investor Liran Tancman and venture capitalist Michael Eisenberg,” who helped establish the Gaza Humanitarian Foundation in February 2025. GHF has been accused of using supposed aid distribution sites as “death traps,” per France 24. Boston Consulting Group, also named in the FT story, strongly disavowed the project, as did the Tony Blair Institute.2. In more positive news related to Gaza, the National Education Association – the largest labor union in the United States – voted this week to sever ties with the Anti-Defamation League. The ADL, once an important group safeguarding the civil rights and wellbeing of American Jews, has completely abandoned its historic mission and has instead devoted its considerable resources to trying to crush the anti-Zionist movement. The NEA passed a resolution stating that the NEA “will not use, endorse, or publicize materials from the Anti-Defamation League (ADL), such as its curricular materials or statistics,” because, “Despite its reputation as a civil rights organization, the ADL is not the social justice educational partner it claims to be.” Labor Notes writes that the ADL “has been a ubiquitous presence in U.S. schools for forty years, pushing curriculum, direct programming, and teacher training into K-12 schools and increasingly into universities.” One NEA delegate, Stephen Siegel, said from the assembly floor, “Allowing the ADL to determine what constitutes antisemitism would be like allowing the fossil fuel industry to determine what constitutes climate change.”3. Another major labor story from this week concerns sanitation workers in Philadelphia. According to the Delaware News Journal, AFSCME District Council 33 has reached a deal with the city to raise wages for their 9,000 workers by 9% over three years. The union went on strike July 1st, resulting in, “massive piles of trash piling up on city streets and around trash drop-off sites designated by the city,” and “changes to the city's annual Fourth of July concert with headliner LL Cool J and city native Jazmine Sullivan both dropping out,” in solidarity with the striking workers, per WHYY. The deal reached is a major compromise for the union, which was seeking a 32% total pay increase, but they held off on an extended trash pickup strike equivalent to 1986 strike, which went on for three weeks and left 45,000 tons of rotting garbage in the streets, per ABC.4. Yet another labor story brings us to New York City. ABC7 reports the United Federation of Teachers has endorsed Democratic Socialist – and Democratic Party nominee – Zohran Mamdani for mayor. This report notes “UFT is the city's second largest union…[with] 200,000 members.” Announcing the endorsement, UFT President Michael Mulgrew stated, “This is a real crisis and it's a moment for our city, and our city is starting to speak out very loudly…The voters are saying the same thing, 'enough is enough.' The income gap disparity is above…that which we saw during the Gilded Age." All eyes now turn to District Council 37, which ABC7 notes “endorsed Council speaker Adrienne Adams in the primary and has yet to endorse in the general election.”5. The margin of Mamdani's victory, meanwhile, continues to grow as the Board of Elections updates its ranked choice voting tallies. According to the conservative New York Post, Zohran has “won more votes than any other mayoral candidate in New York City primary election history.” Mamdani can now boast having won over 565,000 votes after 102,000 votes were transferred from other candidates. Not only that, “Mamdani's totals are expected to grow as…a small percent of ballots are still being counted.”6. Meanwhile, scandal-ridden incumbent New York City Mayor Eric Adams has yet another scandal on his hands. The New York Daily News reports, “Four high-ranking former NYPD chiefs are suing Mayor Adams, claiming they were forced to retire from the department after complaining that his ‘unqualified' friends were being placed in prestigious police positions, sometimes after allegedly bribing their way into the jobs.” Former Police Commissioner Edward Caban, who was already forced to resign in disgrace amidst a federal corruption investigation, features prominently in this new lawsuit. Among other things, Caban is alleged to have been “selling promotions” to cops for up to $15,000. Adams is running for reelection as an independent, but trails Democratic nominee Zohran Mamdani and disgraced former Governor Andrew Cuomo.7. Turning to the federal government, as the U.S. disinvests in science and technology, a new report published in the Financial Times finds that, “Almost three-quarters of all solar and wind power projects being built globally are in China.” According to the data, gathered by Global Energy Monitor, “China is building 510 gigawatts of utility-scale solar and wind projects… [out of] 689GW under construction globally.” As this report notes, one gigawatt can potentially supply electricity for about one million homes. This report goes on to say that, “China is expected to add at least 246.5GW of solar and 97.7GW of wind this year,” on top of the “1.5 terawatts of solar and wind power capacity up and running as of the end of March.” In the first quarter of 2025, solar and wind accounted for 22.5% of China's total electricity consumption; in 2023, solar and wind accounted for around 14% of electricity consumption in the United States, according to the U.S. Energy Information Administration.8. Developments this week put two key rules promulgated by the Federal Trade Commission under former Chair Lina Khan in jeopardy. First and worse, NPR reports the Republican-controlled FTC is abandoning a rule which would have banned non-compete clauses in employment contracts. These anti-worker provisions “trap workers and depress wages,” according to Connecticut Senator Chris Murphy, who has introduced legislation to ban them by statute. Perhaps more irritatingly however, Reuters reports the 8th U.S. Circuit Court of Appeals in St. Louis has blocked the so-called “click to cancel” rule just days before it was set to take effect. This rule would have, “required retailers, gyms and other businesses to provide cancellation methods for subscriptions, auto-renewals and free trials that convert to paid memberships that are ‘at least as easy to use' as the sign up process.” A coalition of corporate interests sued to block the rule, including the U.S. Chamber of Commerce and a trade group representing major cable and internet providers such as Charter Communications, Comcast and Cox Communications along with media companies like Disney and Warner Bros. Discovery. Lina Khan decried “Firms…making people jump through endless hoops just to cancel a subscription, trapping Americans in needless bureaucracy and wasting their time & money.”9. In another betrayal of consumers, Secretary of Health and Human Services Robert F. Kennedy Jr. continues to break promises and speak out of both sides of his mouth. A new report in NPR documents RFK Jr. speaking at a conference in April, where he “spoke about the health effects of exposure to harmful chemicals in our food, air and water…[and] cited recent research on microplastics from researchers in Oregon, finding these tiny particles had shown up in 99% of the seafood they sampled.” Yet Susanne Brander, the author of the study, had gotten word just an hour earlier that “a federal grant she'd relied on to fund her research for years…was being terminated.” Brander is quoted saying "It feels like they are promoting the field while ripping out the foundation." Ripping out the foundation of this research is felt acutely, as “regulators are weakening safeguards that limit pollution and other toxic chemicals.” So Mr. Secretary, which is more important – stopping the proliferation of microplastics or slashing funding for the very scientists studying the issue?10. Finally, in Los Angeles masked federal troops are marauding through the streets on horseback, sowing terror through immigrant communities, per the New York Times. President Trump mobilized approximately 4,000 National Guard members – putting them under federal control – alongside 700 Marines in response to protests against immigration raids in June. As the Times notes, “It has been more than three weeks since the last major demonstration in downtown Los Angeles,” but the federal forces have not been demobilized. While some have dismissed the shows of force as nothing more than stunts designed to fire up the president's base, Gregory Bovino, a Customs and Border Protection chief in Southern California told Fox News “[LA] Better get used to us now, cause this is going to be normal very soon.” As LA Mayor Karen Bass put it, “What I saw…looked like a city under siege, under armed occupation…It's the way a city looks before a coup.”This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Leaders must decide whether to follow the money—or protect their independence.Accounting InfluencersWith Rob BrownIn a striking shift that's redefining the accounting profession, private equity is no longer circling—it's landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid influx of private equity (PE) into the industry. MORE Accounting Influencers with Rob Brown "Would you sell half of your accounting firm to a private equity firm for a billion dollars?" Brown asks. “Because some of the biggest names in our industry already have.”And they're not small names. Baker Tilly, the 10th largest U.S. accounting firm, recently sold more than 50% of its business to a private equity firm. Grant Thornton did the same. The motivations are clear: stay competitive, invest in technology, attract top-tier talent, and survive the pressures of a changing profession.The episode lays out the perfect storm: firms are grappling with shrinking margins, relentless competition, and a talent shortage unlike any in recent history. Against this backdrop, private equity offers a lifeline—cash, resources, and a roadmap for accelerated growth.But the promise comes with caveats.“With that capital comes leverage and debt,” Brown warns. “Is this injection of cash helping firms stay relevant, or is it putting them at risk of losing their independence?”

Paul shares a study that reveals how AI is actually causing people to turn off important critical thinking skills. What do you think this means for AI's future? Listen along as Paul talks about similarities between AI and the way firms market: They look like experts. They tell you everything you want to hear, but there are some obvious red flags that they aren't looking out for your interests.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

From DeepSeek to the open source Ernie and MiniMax, China’s tech giants are racing ahead in AI — but it’s not just about innovation. It’s about execution at scale. How are Chinese companies embedding AI into their business models — and what can Singapore firms learn from their playbook? On Industry Insight, Lynlee Foo speaks to Guoli Chen, Professor of Strategy, INSEAD to find out more.See omnystudio.com/listener for privacy information.

Chinese customs authorities have registered three Japanese fishery processing firms as companies allowed to export products to China, it was learned Friday.

Send us a textTrump threatens 35% tariffs on Canada in another shock move, EU could be next. Remaining countries face tariffs of 15% or 20% in a major escalation. But only oil, loonie and yen slump, while stocks extend weekly gains. Gold gains some traction but star performer is Bitcoin, hitting new record.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD 

For years, AI crawlers have scraped data and content from the internet for free. But last week, Cloudflare attempted to change that. With an update to its web services, the tech company keeps AI crawlers out by default. The hope? To create a new economic model that makes AI companies finally pay for the content they collect.In this episode, Marketplace's Meghan McCarty Carino speaks with Cloudflare co-founder and CEO, Matthew Prince, about his vision for a fairer internet.

For years, AI crawlers have scraped data and content from the internet for free. But last week, Cloudflare attempted to change that. With an update to its web services, the tech company keeps AI crawlers out by default. The hope? To create a new economic model that makes AI companies finally pay for the content they collect.In this episode, Marketplace's Meghan McCarty Carino speaks with Cloudflare co-founder and CEO, Matthew Prince, about his vision for a fairer internet.

What happens when AI decides who gets promoted and who gets fired? Blake and David dive into the shocking reality that 60% of managers now use AI for HR decisions, with over 20% letting algorithms make final calls without human oversight. They explore a Stanford study revealing that tax preparers are the #1 profession seeking automation, but only for basic calendar scheduling. Plus, discover why young Americans now rank health over wealth as their top measure of success, and how this generational shift is reshaping talent recruitment in accounting.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casKeeper - http://accountingpodcast.promo/keeperChapters(01:27) - Tax Prom: The Must-Attend Event (04:15) - AI in HR: Promotions and Firings (08:48) - AI in the Workplace: Automation and Worker Preferences (13:32) - AI Adoption and Security Concerns (18:21) - AI Training and Education in Firms (24:01) - Armanino's New AI-Powered Data Warehouse (33:07) - The Annoying Know-It-All Employee (33:18) - The Perfect AI Assistant (35:48) - Young People's Values on Success (38:55) - Global Perspectives on Success (41:23) - The Talent Shortage in Accounting (43:10) - Unlimited PTO and Burnout (46:53) - Tariffs Update (50:42) - The Big Beautiful Bill (01:03:52) - IRS Staffing Cuts and Refund Delays (01:08:26) - Conclusion and CPE Information  Show Notes  Half of Managers Use AI To Determine Who Gets Promoted and Firedhttps://www.resumebuilder.com/half-of-managers-use-ai-to-determine-who-gets-promoted-and-fired/Future of Work with AI Agentshttps://futureofwork.saltlab.stanford.edu/Future of Work with AI Agents: Auditing Automation and Augmentation Potential across the U.S. Workforce https://arxiv.org/abs/2506.06576 What workers really want from artificial intelligence https://hai.stanford.edu/news/what-workers-really-want-from-artificial-intelligence Big 4 Firm Discovers That Bragging About AI Efficiencies Leads Clients to Expect a Discounthttps://www.goingconcern.com/big-4-firm-discovers-that-bragging-about-ai-efficiencies-leads-clients-to-expect-a-discount/ Monday Morning Accounting News Brief: PwC Clients Ask For an AI Discount; Big 4 Firms Losing Hundreds of Partners https://www.goingconcern.com/monday-morning-accounting-news-brief-pwc-clients-ask-for-an-ai-discount-big-4-firms-losing-hundreds-of-partners-6-30-25/ Armanino planning data warehouse service, used AI for development https://www.accountingtoday.com/news/armanino-planning-data-warehouse-service-used-ai-to-help-development Bolt's millennial founder has just ‘killed' its unlimited PTO perk because it was actually causing burnout https://fortune.com/2025/07/02/bolt-millennial-founder-ceo-ryan-breslow-killed-unlimited-pto-burnout-mandatory-four-weeks-paid-vacation-fintech-startup/ Agentic Misalignment: AI Agents in Corporate Environmentshttps://www.anthropic.com/research/agentic-misalignment Relationships, health and financial stability are the defining priorities for Gen Z, according to new EY survey https://www.ey.com/en_gl/newsroom/2025/05/relationships-health-and-financial-stability-are-the-defining-priorities-for-gen-z-according-to-new-ey-survey 2025 Technology Perceptions Survey https://www.intapp.com/2025-tech-perceptions-survey/ Trust, attitudes and use of artificial intelligence https://kpmg.com/us/en/articles/2025/trust-attitudes-and-use-of-artificial-intelligence.html Tax Foundation Tax Prom 2025 https://taxprom.comNeed 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/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebo...

Allie Allen, BCE, CAE, VP of Membership and Certifications for National Pest Management Association, joins Dan and Donnie this week. She shares takeaways from the recent Executive Leadership Forum, where industry leaders discussed challenges and opportunities related to workforce development, regulatory challenges, the economy and insurance.   Guest: Allie Allen, BCE, CAE, VP of Membership & Certification, National Pest Management Association   Hosts:  Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services

JPMorgan Asset Management is seeking hedges against credit market losses as risks rise and spreads tighten. “There’s value in shorts and credit protection,” Oksana Aronov, the firm’s head of market strategy for alternative fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest Credit Edge podcast. “It is very undervalued today because of the complacency in the market,” says Aronov, referring to the high-grade credit default swap index. Aronov and Lurie also discuss the increasing amount of bond and loan interest being repaid with additional debt, dwindling recovery rates, private debt convergence and high-grade opportunities.See omnystudio.com/listener for privacy information.

In a recent Forbes article, Paul Peterson, CPA, CEO and managing partner of Wiss, wrote that if you were designing the accounting profession from scratch today, it wouldn't look anything like the version most firms are still trying to maintain. Paul joins us for a discussion about how firms are adapting to the changes in career expectations, shifting client expectations, the impact of AI and more. Resources:Disruption In Accounting: The CPA Shortage Meets the Rise of AI (Paul's Forbes article)Firm Management Knowledge HubCPA Pipeline Knowledge Hub

 In this episode, host Victoria Collier explores what might be the most overlooked—and most valuable—segment of the law firm market: mid-size law firms. Victoria explains why these firms strike the perfect balance between solo practices and large firms, making them especially attractive to buyers. From their scalable infrastructure to their reduced owner-dependence, mid-size firms offer lower risk and higher reward—whether you're looking to buy or sell. What You'll Learn in This Episode •⁠  ⁠What actually defines a mid-size firm (hint: it's not just about headcount) •⁠  ⁠Why buyers are increasingly targeting this “just right” tier of firms •⁠  ⁠The three things sellers should focus on to make their firm irresistible to buyers Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.   We want to hear from you! You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section. You can also leave us a rating in Spotify by clicking here. Connect with Victoria Collier https://quidproquolaw.com/ Private Facebook Group https://www.facebook.com/groups/1284225722042602 LinkedIn https://www.linkedin.com/company/victoria-collier-coaching/      

Andrea Scassola, from independent energy research firm Rystad energy, sits down with Windpower Monthly for the final part of a series of interviews recorded at the WindEurope conference in Copenhagen.Scassola, who is vice president of wind research at Rystad, spoke about the implications of non-price criteria for renewable energy auctions under the Net Zero Industry Act, which will become mandatory by the end of this year, the multiple challenges Chinese turbine firms face when trying to enter the European market and how developers may still turn to them in order to pressure European OEMs to give them better contract terms. The conversation also touched on how global trade wars could present both opportunities and challenges for Europe as it seeks new partners and it addressed the looming funding gap for EU wind power manufacturing. This episode was produced by Inga Marsden. Hosted on Acast. See acast.com/privacy for more information.

Crypto firms often pitch themselves as an alternative to and the future of traditional finance. So why are firms like Ripple, Circle, Wise and Erebor attempting to charter banks? Penny Crosman, executive editor for technology at American Banker, talks about what's going on, how regulators will view these applications, and whether banks plan to fight back. 

Vivian Gonzalez is the President of Park Capital Search, a global finance and accounting executive search firm that helps organizations — from private equity-backed companies to public corporations — build senior leadership teams in areas like finance, accounting, data science, and business analytics. With a focus on retained, C-suite and functional leadership assignments, Vivian spearheads senior-level placements that shape the operational health and strategic direction of client organizations. Vivian is a recognized member of CHIEF and contributes thought leadership on efficient and transformative hiring practices for today's rapidly evolving economy. In this episode… Executives stepping into private equity roles often face overwhelming expectations, vague performance goals, and high-pressure environments. Many leaders don't receive clear guidance on negotiating equity or navigating the cultural shift that comes with PE-backed companies. At the same time, firms risk costly mis-hires by failing to define tactical needs during the hiring process. How can both sides align to build strong leadership teams that scale effectively? According to Vivian Gonzalez, a seasoned executive recruiter, success begins with clarity, communication, and advocacy on both ends of the hiring table. Firms must set expectations early and look beyond credentials to assess mindset, humility, and grit. Candidates, meanwhile, benefit from partners who help them package their experience, position their value, and negotiate for long-term upside, including equity. With the right match and support, executives can step into transformative roles that accelerate both personal and business growth. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Vivian Gonzalez, President of Park Capital Search, to explore how executive search drives successful outcomes in private equity-backed companies. They discuss what sponsors really want in C-suite talent, how candidates can break through career ceilings, and why humility and grit are often stronger indicators of success than titles. Vivian also shares stories of executives who turned career stagnation into seven-figure exits — and how her immigrant upbringing and background as a competitive gymnast shaped her leadership journey.

Send us a textStartups and scaleups often sprint toward innovation, laser-focused on building game-changing products—but in the rush, many forget that visibility is just as critical as viability. While founders perfect their pitch decks and chase product-market fit, they often underestimate the power of analyst firms. These aren't just report writers—they're strategic allies offering market intelligence, competitive benchmarking, and credibility boosts that can shape investor confidence and buyer trust. Yet, too many treat analyst engagement like that unused gym membership—clearly valuable, rarely prioritized. In truth, tapping into analyst networks can be the growth lever that helps a brilliant product avoid fading into obscurity.In this episode, Sam Gupta engages in a LinkedIn live session with Chris Holscher, Holscher.one in a live LinkedIn session as they discuss Chris' research on the value analyst firms bring to the table for startups.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Struggling to scale your outreach without overwhelming your sales team? In this episode, we break down how marketing automation for staffing firms is transforming business development—if used correctly.   On this episode of InSights, presented by Haley Marketing, Brad Bialy and Rachel Reed tackle one of the biggest misconceptions in staffing today: that automation just means blasting emails. Instead, discover how the best firms are building intent-based journeys that track buyer behavior, signal readiness, and trigger hyper-personalized follow-ups that drive actual conversions. Expect to Learn: 1. Why more emails ≠ better results 2. How to segment and nurture clients at scale 3. When automation empowers sales reps vs. replaces them 4. Real-world examples of marketing automation in staffing 5. The #1 mistake staffing firms make with automation This episode should inspire you to explore strategies like lead scoring in Bullhorn Automation and candidate re-engagement to maximize your tech stack. Rachel breaks down a smart funnel strategy that mirrors the same approach taken by top-ranked staffing marketers like ClearlyRated and Staffing Referrals, offering insights you can implement right away—even with a messy database. Chapters and Key Moments: 00:00 – Introduction: Misconceptions of marketing automation 01:00 – Myth-busting: Automation isn't just sending emails 03:00 – What leading staffing firms do differently 04:20 – Determining trigger points (2 vs 80 touches) 08:46 – Getting started: Mapping customer journeys 11:40 – Importance of clean data and how to start scrubbing 14:20 – Reactivating former customers with targeted messages 16:40 – How often to monitor automation data triggers 20:30 – Automation as a sales enablement tool, not replacement 28:00 – Integrating PPC, email, direct mail: surround sound marketing 33:30 – Extending automation to the candidate experience Ready to implement marketing automation the right way? Start here: https://www.haleymarketing.com/services/marketing-automation/ About the Speakers Brad Bialy is the host of Take the Stage and InSights, the staffing industry's leading podcasts with close to 175,000 downloads. He has a deep passion for helping staffing and recruiting firms achieve their business objectives through strategic marketing concepts. For over a decade, Brad has developed a proven track record of motivating and educating staffing industry professionals at over 150 industry-specific conferences and webinars. His keen eye for strategy and delivery has resulted in multiple industry award-winning social media campaigns, making him a sought-after speaker and expert. Rachel Reed is a recruitment and sales automation expert specializing in marketing automation strategy and execution for clients large and small. With experience in both recruitment automation and B2B sales strategy, she brings a unique perspective to the potential of automation tools in the industry. Rachel excels in making sophisticated platforms accessible and valuable for staffing and recruiting professionals – delivering actionable strategies to drive sales leads, qualified applications and customer retention.   Offers Heard in this Episode: 30-minutes of strategic marketing consultation with Brad Bialy: https://bit.ly/Bialy30 Special Offers! Our Best Savings of 2025: https://bit.ly/bialyoffer If you're running a staffing firm and your tech stack feels more like a roadblock than a growth engine—Broad & Madison is your fix. With over 60 years of recruitment technology expertise, they streamline your systems, automate the boring stuff, and make your tech finally work for your team, not against it. Broad & Madison doesn't just keep your systems running... they make them smarter, faster, and more profitable. To learn more about our friends over at Broad and Madison and how they can help your staffing firm maximize its technology visit https://www.BroadAndMadison.com    

Inside INdiana Business Radio for the morning of July 8, 2025. Bloomington is rebooting its Hopewell Neighborhood project, shifting from a single-developer model to a multi-builder approach to spur affordable housing. Two Indiana-based companies—AgrAbility and BraunAbility—are named to Forbes' Accessibility 100 List. Also: Exhibit Columbus installations are now permanent, Elkhart County pushes high school apprenticeships, and Franciscan Alliance announces leadership changes. Get the latest business news from throughout the state at InsideINdianaBusiness.com.

This week on UTH, Alan FitzGerald, founder of Practice Connections Advisory, and Matthew Peng, managing director of Business Continuum, join Imogen to share their thoughts on the IT knowledge gap in accounting firms, why it needs crucial attention and what they're doing to fix it. As the technology space rapidly evolves, accounting firms are being left in the dust at a time they need to pick up their game. Tune in to hear more about: What the IT knowledge gap is and why it exists. Why accounting firms are struggling with the fast-paced evolution of technology. Common misconceptions about technology within firms. How Alan and Matt plan to help close the IT knowledge gap. How closing the gap would improve the broader profession. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

You've probably seen the headlines about major law firms pulling out of diversity programs and capitulating to executive orders. Sarah has been calling out these decisions and explaining why DEI isn't actually the problem in Biglaw. But what does someone who works specifically with diverse attorneys see when firms make these choices?Sarah recently talked with Bryson Malcolm, a legal recruiter who has unique insight into how these changes are playing out. He owns Mosaic Search Partners, a recruitment firm that focuses on historically underrepresented attorneys in Biglaw. When firms started abandoning their diversity commitments, Bryson had a front-row seat to the consequences.See show notes at formerlawyer.com/275

In this Home Team episode of The Day Trading Show, James Bruce and Evan Dyer join me to break down how one of our students just had a $113,000 day trading with prop firms. We unpack exactly what led to that kind of result — from smart account scaling to clean VWAP-based execution and total detachment from the P&L.We also dive into the mindset differences between traders just getting started and those taking consistent payouts, plus how to build confidence, avoid overtrading, and actually treat this like a business. You'll hear us share real wins, real losses, and the behind-the-scenes of trading funded accounts at scale.Of course, it wouldn't be a Home Team episode without a little trash talk and debate — we get into which sport produces the best athletes (spoiler: it's not basketball), and kick around ideas for a future Europe or South Africa content trip.Sponsor: Top One FuturesLink: https://www.asfx.biz/tof Code: ASFX Sponsor: TradezellaLink: https://tradezella.com?fpr=asfx Code ASFX for 20% offConnect with James - https://x.com/JamesBruce131Connect with Evan - https://x.com/itsevandyer

Choosing a Tax Relief Company to work with is difficult. So much can go wrong... like what happened with these five tax companies! Learn more now!Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec#TaxServices #TaxCompany #TaxRelief

In this Mission Matters episode, Adam Torres interviews Shupto Mahbub, Co-Founder of MatrixMindz Financial Consultants, live from the Original Mixer in Los Angeles. Shupto shares insights into his boutique firm's innovative Managed Accounting Solutions, a client-first, subscription-based model that brings hands-on support to small and mid-market companies nationwide. With over 25 years of financial experience spanning New York to California, Shupto is building trust, scalability, and profitability for clients who need more than just billable hours. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michael Barry, Adjunct Associate Professor, Pharmacology & Therapeutics and Clinical Director National Centre for Pharmacoeconomics, outlines how much pharmaceutical companies are paying out to healthcare professionals and organisations.

During Ep. 25 of the Ask the Law Firm Seller Show, Jeremy E. Poock, Esq. addresses the following question: Why should Senior Attorney-led Firms consider selling or merging with a Growing Law Firm in the Mid-2020s?   As Poock explains, those Senior Attorneys who built their Books of Business during the pre-Google Word-of-Mouth Era will not originate as many clients as yester-year because today's (and tomorrow's) clients continue searching for lawyers and law firms via “Uncle Google,” America's greatest referral source and rainmaker for law firms in today's Digital Era for the legal industry.   As Poock states, “[B]usiness development for law firms fundamentally changed post-2020. And, the reason why is because of a shift in consumer behavior . . . They are going straight to Google . . . And, for those law firms that are investing in multi-channel digital marketing, they're attracting more clients than those than those . . . Senior Attorney-led firms that are maintaining a website only, Word-of-Mouth type approach.”   As Poock also explains, “[I]f your firm is generating less clients in the post-2020 era because you're not investing in digital marketing to attract new clients, and if you're seeing that your firm is not generating as many clients as you did in the pre-Google Word-of-Mouth era, then now is the right time to sell.”   This episode also explains that Growing Law Firms want and need the following 3 resources that Senior Attorney-led firms offer:   (1) New clients from a Senior Attorney-led firm's Book of Business.   (2) Key employee lawyers and para-staff; and   (3) Treasure chests of subject matter knowledge to convert into digital content to attract the attention of today's (and tomorrow's) clients who search for lawyer and law firms online.   In addition, Poock debunks the following 3 fears that many Senior Attorneys express about selling or merging with a Growing Law Firm:   (1) Fear of having a Boss   (2) Fear of losing control by no longer managing “the office”   (3) Fear of loss of identity by transitioning from owning a law firm to joining a Growing Law Firm   And, the episode concludes with the following overview of typical payment terms by Growing Law Firms when acquiring Senior Attorney-led firms:   “What we're seeing, and what we call Law Firm Sales 1.0, is that when you are transitioning your Book of Business (your clients and your referral sources) to the lawyers at Growing Law Firms . . . that the consideration is structured as an earnout, that is, that you're being paid a percentage of the revenues that is derived from your Book of Business, paid over a negotiated period of time, which often happens during your retirement years. Hence, you're able to monetize, annuitize that all important Book of Business that you've worked so hard over the course of your career to develop.”

In this episode, Rob Brown delivers a wake-up call to accounting firms stuck in legacy thinking and explains why entrepreneurial mindsets are now mission-critical.Accounting used to be about consistency, caution, and compliance. Today, it's about creativity, innovation, and commercial bravery. In this solo episode, Rob Brown unpacks why accounting firms must ditch their old ways of working and embrace an entrepreneurial mindset. Whether it's the pressure from private equity, client expectations, or shrinking margins, the message is clear: evolve or get left behind.This episode explores what entrepreneurial thinking looks like in a firm, how to identify intrapreneurs, and what leaders must do to create a culture of experimentation and growth. A must-listen for partners, managers, and future leaders who want to stay relevant in a rapidly changing industry.Key Takeaways:➜ Traditional firm models are being disrupted by tech, client demands, and PE influence➜ Entrepreneurial thinking isn't optional, it's survival➜ Innovation doesn't happen in 6-minute increments➜ Billable hours can kill creativity and change➜ Firms must reward courage, not just efficiency➜ Intrapreneurs are the untapped growth engine inside most firms➜ Leadership must model risk-taking, not just manage itKiller Quotes:"Stability is no longer a growth strategy.""Firms that can't innovate will quietly fade away.""Billable hours are the enemy of entrepreneurship.""Clients don't want accountants. They want problem-solvers.""Stop managing what is. Start imagining what could be.""The future of accounting won't be found in last year's playbook.""Entrepreneurial thinking is not a department. It's a culture."The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.You can find this on youtube here: https://youtu.be/7ZrBD_UmLoA◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Think the billable hour is just the way things are in law? Think again. In this eye-opening conversation, guest host Bridgit Norris sits down with The Subscription Attorney Mathew Kerbis, who shares how shifting to a subscription-based legal model can transform your practice—financially, operationally, and ethically. Mathew, founder of Subscription Attorney LLC and host of the Law Subscribed podcast, offers affordable, automation-powered legal services starting at just $20 a month. You'll discover why traditional firm structures are failing both lawyers and clients—and how a modern, recurring-revenue model can help you build a scalable practice without burnout. If you're tired of chasing hours, confused about AI's role in your firm, or ready to design a legal business that supports your life—not consumes it—this episode is your permission slip to evolve. Your law firm deserves better, and so do you.Key Takeaways from Bridgit and Mathew:1. The Billable Hour Is a Broken Business ModelMany lawyers operate within a system that punishes efficiency and incentivizes burnout.Once you stop tracking time and start delivering outcome-based value, a better way of practicing becomes not just possible, but inevitable.2. Recurring Revenue Brings Predictability and ImpactSubscription-based legal services make it easier to serve clients proactively while generating stable, recurring income.Instead of chasing invoices and hours, lawyers can focus on meaningful client work that builds long-term relationships.3. Subscription Models Are Flexible Enough for Any PracticeFrom family law to immigration and even litigation, flat-fee and tiered subscription structures can be designed to accommodate complexity and shifting case dynamics.What matters is communicating the scope and pricing thresholds upfront.4. AI + Alternative Fees = Scalable, Leaner FirmsLaw firms can now scale without scaling staff by leveraging AI tools to enhance—not replace—human expertise.Firms that embrace AI see higher-quality work done faster and cheaper, making traditional staffing models less necessary.5. There's a Massive Market the Legal Industry Is IgnoringWith over 75% of legal needs going unmet, the industry is leaving behind a $1.3 trillion opportunity.Firms that rethink how they serve and price legal help can tap into this underserved market while making law more accessible to everyone. "The only people who are going to lose their jobs in this AI-powered world are employees who refuse to leverage AI." — Mathew KerbisGet in touch with Mathew Kerbis:Website: https://mathewkerbis.com/ & https://subscriptionattorney.com/Show: Law Subscribed: https://podcasts.apple.com/us/podcast/law-subscribed/id1586707101LinkedIn: https://www.linkedin.com/in/kerbisverse/Are you a high-achieving woman in law ready to become a powerhouse CEO?Then HER Law was built for you.

This is part two of our podcast on the Top 50 Modern Firms—digging into what sets them apart and what you can take away for your own firm.

HEADLINES:♦ Fadel Al Ali Named Chairman of Majid Al Futtaim Group in Major Governance Shakeup♦ Maersk Cuts Ties With Firms Linked to Israeli Settlements After Activist Pressure♦ Replit Hits $100 Million in Revenue, Founder Amjad Masad Reveals Rapid Growth♦ UAE's Baraka Launches AI Assistant to Help Retail Investors in the GulfNewsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

SummaryIn this episode, Mo Arbas and Paul Miller discuss the recent Partner Summit and the evolving landscape of advisory services in the accounting industry. They reflect on the challenges firms face, including pricing strategies, client relationships, and the impact of AI. The conversation emphasizes the importance of understanding client perspectives and the need for firms to adapt to changing market conditions while maintaining strong relationships with clients.TakeawaysAI is becoming a crucial part of advisory services.Firms are facing challenges with pricing and client expectations.Building confidence in pricing changes is essential for firms.Legacy clients can be difficult to transition away from.Communication with clients about changes is vital.Customization in services can lead to unsustainable practices.The accounting industry must evolve to remain competitive.Understanding client perspectives can improve relationships.Firms need to balance legacy clients with new business models.Sustainability in business practices is a growing concern.Keywords: partner summit, advisory services, client relationships, legacy clients, business sustainability, change management, AI in accounting, pricing strategies, firm evolution, client communication

As they adapt to shifting investor expectations and a changing deal flow, many private capital firms are returning to fundamentals, focusing on risk management and value creation. They are also prioritizing enhanced exit planning and geographical diversification, with Europe becoming a focal point for many PE firms. This is happening at a time when consolidation among various stakeholders is reshaping the industry and providing new avenues for risk management and investment opportunities. In this episode of Risk in Context, Marsh's Emily Almond, Oliver Wyman's John Romeo, and Mercer's Tamsin Coleman discuss some of the top risks that private equity firms should be aware of and share strategies for addressing them effectively. You can access a transcript of the episode here. For more insights and insurance and risk management solutions, follow Marsh on LinkedIn and X and visit marsh.com.

In this episode, Leader's Edge hosts a conversation at The Council's Employee Benefits Leadership Forum with Jonathan Hsieh, CEO of Pacific Prime Americas. Hsieh shares how his background in law helped him break into insurance industry, how medical inflation and tariffs are impacting his clients, and what trends he's watching in the benefits market.

Send us a textCurious about a career in healthcare consulting? In this live panel recording, hear directly from leaders at Guidehouse, L.E.K. Consulting, Simon-Kucher, and Stax as they discuss what's happening in the industry, how AI is shaping the work, and what they look for when hiring.You'll walk away with practical advice on how to break into the industry, and stand out once you're in - plus:Trends shaping healthcare consulting in 2025How each firm is using AI Hiring hot spotsThe #1 soft and hard skills to start building nowThe biggest mistakes candidates make - especially when using AI tools to prepareSee jobs and connect with these 4 firms.AdditiJoin Management Consulted for the NYC Case Camp from June 27-29Intensive, hands-on experience that will give you skills, confidence, and insider insights to break into consultingSeats are limited; confirm your spot

In this episode, host Brent reunites with Kennedy Intelligence's Ramone Param and Alex Klein for Part 2 of the “Breaking the $30 Million Ceiling” series. This installment dives deep into the nuances of profitability and growth, challenging the conventional wisdom of chasing top-line revenue at the expense of sustainable success.Together, they explore how consulting and professional services firms can transition from founder-led sales to scalable growth engines. The conversation is packed with tactical advice, real-world insights, and candid reflections drawn from decades of experience in strategy, M&A, and high-growth consulting environments.Key Topics Covered:Why building a professional business development function is essential for long-term growthThe foundational components of effective BD and marketing strategiesHow to go beyond a top line focus and drive better profitability over timeThe risks of anchor clients, the importance of diversification, and how a mature BD function can provide strategic freedom and enhance M&A attractivenessPractical ways to cultivate commercial acumen within delivery teamsWhy recurring revenue streams can be a game changer for valuation, resilience, and exit readinessExclusive Offer: Our listeners get preferred rates on Kennedy's market research, strategic advisory, performance improvement benchmarking, and M&A services! Mention Kantata for special pricing. Learn more at kenneyintel.com Hosted on Acast. See acast.com/privacy for more information.

OA1167 - Georgetown law student Mari Latibashvili is the co-founder of the GU Law Coalition for Justice, which recently made national headlines by organizing law students to refuse interviews and job offers from law firms which have given in to the Trump administration's war on the legal profession. We discuss (among other things) this remarkably successful campaign, what life in law school has been like since the November 2024 election, and the growing influence of abolitionism among law students and new lawyers. Spreadsheet assembled by Georgetown Coalition of Students for Justice cataloging hundreds of law firms and their responses to the Trump administration's executive orders targeting specific law firms “Law students organize to give Trump-caving law firms a recruitment problem,” Adam Klasfeld, All Rise News (4/25/2025) Amicus brief filed by 1,129 law students in the Susman Godfrey litigation against the Trump administration Check out the OA Linktree for all the places to go and things to do! This content is CAN credentialed, which means you can report instances of harassment, abuse, or other harm on their hotline at (617) 249-4255, or on their website at creatoraccountabilitynetwork.org.

The latest price moves and insights with CoinFund President Chris Perkins.To get the show every day, follow the podcast here.CoinFund President Chris Perkins joins CoinDesk live to break down the highly anticipated SEC Roundtable on DeFi. As a member of the CFTC's Global Market Advisory Committee, he shares insights into inter-agency cooperation and the future of stablecoin legislation in the U.S.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit ledn.io to learn more. -This episode was hosted by Jennifer Sanasie. “Markets Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WarRoom Battleground EP 778: Big Tech Dominance Crushes Small AI Firms