Podcasts about firms

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. 

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

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.

In this third discussion in our series focusing on Private Equity investment in professional services firms, Managing Partner Clare Murray and Partners Corinne Staves and Zulon Begum discuss the key considerations in relation to governance that firms should be thinking about when contemplating PE investment for their firm. In this discussion, Clare, Corinne and Zulon cover: - Current law firm governance structures: What are typical governance models? Smaller firms tend to rely on partner consensus, while larger firms typically delegate authority to management or executive board. Fundamental decisions - such as mergers, capital events and partner admissions/exits - usually remain subject to partner approval. - The governance changes introduced by PE investment: What specific governance changes might PE investors expect? - Cultural impact and partner dynamics: Is your firm culturally ready to shift from an owner-manger model to accept investor involvement? What challenges can arise from unanimity clauses, and how can leadership manage the threats sometimes posed by dissenting partners? - How to prepare for PE investment: What are the key steps for firms to follow before seeking investment, and how can they mitigate governance risks? - Impact on talent retention and recruitment: Does governance affect a firm's talent strategy? What attracts talent to a PE-backed firm over others? - Top tips for law firm leaders considering PE investment: What should leaders assess before proceeding? How can governance changes be aligned with long-term objectives? If you would like to discuss any aspect of private equity investment in relation to your firm, or if you have any questions arising from this recording, please contact Managing Partner Clare Murray, or Partners Corinne Staves or Zulon Begum.

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

Balancing exploration and exploitation is a fundamental strategic challenge for organizations operating in dynamic environments. Managers must decide how often and when to search for new technologies and products, weighing the costs of exploration against the risk of missing trends that could render their business models obsoleteTo dig deep into this topic I am delighted to be speaking today to Professor Axel Zeijen.About our guest…Axel Zeijen is a Lecturer at the Department of Management, Technology, and Economics at ETH Zurich in Switzerland.With a background in industrial engineering and innovation sciences, Axel is broadly interested in technological change and its organizational implications. In particular, he attempts to understand where and how technological forces and firm strategy interact, and how this process plays out. His research projects cover industries where new technologies change the capabilities of firms, create new opportunities for change, and affect how competition plays out. The articles discussed in the podcast area as follows (both open access):Zeijen, A., Romagnoli, M., & Marengo, L. (2025). Signposts for problemistic search: Reference points and adaptation in rugged landscapes. Strategy Science. https://pubsonline.informs.org/doi/full/10.1287/stsc.2023.0072Denrell, J., Zeijen, A., Romagnoli, M., & Marengo, L. (2025). Absolute, average‐based, and rank‐based aspirations. Strategic Management Journal. https://sms.onlinelibrary.wiley.com/doi/full/10.1002/smj.3715Websites for Axel and each of his co-authors are as follows:Axel Zeijen - https://timgroup.ethz.ch/people/senior-researchers/dr-axel-zeijen.htmlJerker Denrell - https://www.wbs.ac.uk/about/person/jerker-denrell/Manuel Romagnoli - https://www.wiwi.uni-jena.de/en/11462/dr-manuel-romagnoliLuigi Marengo - https://scholar.google.com/citations?user=OKWSBtQAAAAJ&hl=en Hosted on Acast. See acast.com/privacy for more information.

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

China's biopharma boom is on, and foreign investors are flooding in. As we dive into the billion-dollar wave of foreign investment reshaping China's biotech landscape, check out Why pharma giants like Roche and AstraZeneca are expanding their footprint here. What strategic edge does China offer in global drug development? And can the country become a global biopharma innovation powerhouse by 2030? Host Tu Yun joins Dr. Zhou Mi, the Deputy Director of the Institute of American and Oceania Study, Chinese Academy of International Trade and Economic Cooperation, Warwick Powell, an Adjunct Professor at Queensland University of Technology in Australia, and Chen Jiahe, the Chief Investment Officer of Beijing-based Novem Arcae Technologies for a close look.

In this special episode of The Lawyers Weekly Show, recorded at the Partner Summit 2025, LEAP Legal Software founder and chief executive Christian Beck talks about the most notable productivity gains we're seeing from the increased use of artificial intelligence by law firms across the board. Host Jerome Doraisamy speaks with Beck about the monumental shifts being witnessed from such increased use of AI by law firms, his perception of firms' embrace of AI and new technologies, the key challenges pertaining to billing of clients in the age of AI, and the need to adjust a firm's billing practices accordingly. Beck also delves into how best to maximise productivity gains within your own law firm, determining how best to charge for legal services and provide additional value to clients, the need to “be more engaged than ever before” and think more creatively, the practical steps he advises firm leaders to take, what lawyers will be judged on moving forward, and whether it is harder to be a law firm partner now than ever before.

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.

We recently finished working on a major resource: the Top 50 Modern Firms. Find out how we selected them (No, it's not just about revenue).

What's it really take to run a profitable home service business?

Shiv interviews Jon Nuger, Managing Director at Berkshire Partners.Shiv and Jon discuss the importance Berkshire Partners places on culture within the firm and the impact this has on the way they invest and create value. Learn how a focus on culture can be a differentiating strategy, how it shapes your relationships and conversations (particularly in difficult circumstances), and how to avoid the challenges of over-indexing on culture.

AP correspondent Charles de Ledesma reports U.S. contracting firms led by former American intelligence and military officers are taking on aid delivery in conflict zones.

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.

In this episode of Building the Billion Dollar Business, Ray Sclafani explores how financial advisory firms can unlock leadership readiness by creating intentional, real-world growth experiences. Ray introduces the concept of performative opportunities- purposeful assignments that prepare next-generation leaders for the challenges of firm leadership. He shares insights on implementing Leadership Labs, cultivating autonomy, and building a culture of development and accountability. Whether you're focused on succession planning, scalable growth, or team empowerment, this episode offers actionable strategies to strengthen your firm's leadership pipeline and long-term stability.Key TakeawaysPerformative opportunities are structured projects that test leadership ability.Demonstrate, Observe, and Verify is a key structure for leadership development.Autonomy is crucial for advisor satisfaction and happiness.Motivation drives followership and career development.Firms should not wait to develop leaders; they must act now.Sharing leadership creates stability and a clearer path for future ownership.Ready to explore this topic more? Download our Successful Next Generation Leaders: 8 Essential Qualities checklist to help identify, develop, and cultivate the right future leaders. For more information click here to visit the Best in the Business Blog.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.

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, Threads and YouTube.

Struggling with growth? These proactive strategies for staffing firms will help you thrive—even in uncertain times. Staffing firm leaders are facing structural shifts: AI, automation, and budget pressure are no longer future threats—they're current realities. In this episode, Brad Bialy sits down with Marty Borosko and Michael Napolitano to break down how firms can get ahead by leveraging data, strengthening leadership infrastructure, and avoiding the reactive cycle that defines most staffing operations. This discussion unpacks urgent priorities for firms that want to scale, sell, or simply survive in today's economy: Why the current downturn may be structural, not just cyclical—and how to respond How data analytics (not just intuition) can guide smarter decisions Why founder-led firms must evolve: from founder-dominant to founder-inspired leadership What separates commoditized staffing vendors from trusted advisors How AI is impacting the staffing landscape—and why it's still the human conversation that closes deals The role of strategic partnerships in creating real value (beyond cutting costs) Whether now is the right time to sell your staffing firm—and what makes a firm market-ready This video should inspire you to explore: Staffing data optimization Founder evolution and exit strategies Positioned for staffing leaders, recruiting firm owners, and executive teams, this episode features insights that rival those shared by Staffing Industry Analysts and The SIA Podcast, highlighting how high-performing firms are adapting faster—and smarter. About the Speakers: Brad Bialy is host of Take the Stage and InSights, two of the leading podcast for the staffing industry, presented by Haley Marketing. He has a deep passion for helping staffing and recruiting firms achieve their business objectives through strategic digital marketing. For over a decade, Brad has developed a proven track record of motivating and educating staffing industry professionals at over 100 industry-specific conferences and webinars. As a visionary leader, Brad has helped guide the comprehensive marketing strategy of more than 300 staffing and recruiting firms. His keen eye for strategy and delivery has resulted in multiple industry award-winning social media campaigns, making him a sought-after expert and speaker in the industry. Martin L. Borosko has been the Managing Member of the firm since 2006. Under his leadership, the firm has grown into one of the premier boutique firms with offices in New York, California, New Jersey and Pennsylvania. Marty leads the Staffing team within the firm dedicated to studying the best legal practices within the Staffing Industry. His philosophy is to direct clients toward legal strategies that facilitate growth and increase enterprise value in the long term.  He often works as part of a team with leading investment bankers, accountants and risk managers to implement comprehensive growth strategies for clients. Marty is a frequent contributor to legal & business publications and lectures across the country on emerging issues impacting the Staffing Industry.  He is the Chairman of the Becker Buy-Side M&A Summit, one of the Founders of the Launch Staffing Conference and sits on the TechServe Alliance M&A Marketplace as their designated law firm. Michael Napolitano is a partner with over 25 years of experience providing counsel and services in areas of profit enhancement, budgeting, planning, and compensation restructuring, helping clients to operate more efficiently. As a practice co-leader of Citrin Cooperman's Staffing Services Practice, Mike has a specialized focus in the staffing industry. He also has deep expertise in the construction industry, advising contractors, developers, and construction products manufacturers. Additionally, he advises clients in technology, health care, food services, manufacturing and distribution, and various professional services firms. Michael provides a balance of deep industry knowledge and insight, extending his services beyond financial statements and tax returns to help clients understand the impact of their decisions, as well as plan for their future success. As a partner in valuation advisory services practice, Michael provides fraud and forensic accounting counsel in the areas of business partner disputes, marital dispute resolutions, damage calculations, uncovering hidden revenue, and litigation support. Clients benefit from his extensive experience and knowledge, as well as his strategic approach, which combines identifying clear, concise objectives with efficient follow-through. Michael frequently speaks and writes on issues related to the construction and staffing industries. He has presented at annual industry conferences held by the New Jersey Staffing Association.   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 What if your back office fueled your growth instead of holding it back? TRICOM makes it happen! From payroll and billing to accounting and asset based lending, they clear the roadblocks and power your path forward. Your team gets paid, your cash flow stays steady and your business scales like never before. TRICOM doesn't just support you, they set you up to soar. Visit https://www.TRICOM.com to learn more. 

In the newest Trial Lawyer View episode, host Jason Lazarus talks with Matt Thelen, former CEO of AttorneyShare about how law firms can increase efficiency, improve referrals, and build stronger professional communities by rethinking how they operate.

On this episode of Inside the Firm, business conditions at architecture firms continue to decline, inflation and job creation is at another low, and finally what are the other forms of wealth you can't buy! Join us as we go back Inside the Firm!

Explore the Prudent Pedal Growth Framework—a strategic, no-fluff model designed to help professional services firms align culture, strategy, and execution for sustainable growth. The post The Framework for Firms That Want to Win: The Prudent Pedal Growth Framework appeared first on Rattle and Pedal.

In this episode of The Core Report Weekend Edition, Govindraj Ethiraj speaks with Anshul Jain, Chief Executive - India, SE Asia & APAC Tenant Representation at Cushman & Wakefield, to unpack the sharp rise in commercial real estate demand across India — especially driven by Global Capability Centres (GCCs), domestic expansion, and post-pandemic workplace shifts.From Bangalore's dominance in leasing activity to the rise of institutional investors, Anshul breaks down the numbers, the sectors driving growth (like BFSI, pharma, and engineering), and how green buildings, amenities, and hybrid work models are transforming modern office demand.The conversation also explores:a) Why GCCs are driving a third of India's office space demandb) How net absorption post-COVID surged by over 30%c) The premiumization of office space and rise of Grade-A infrastructured) The future of REITs and office investments in Indiae) Key policy and infrastructure gaps that must be addressed to sustain growth

BUSINESS: Financial firms may be liable for fraud losses | June 13, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes Hosted on Acast. See acast.com/privacy for more information.

Jacob Mullins, Venture Partner at Village Global, welcomes Kristen Ostro, founder and CEO of Strut Consulting, to discuss the foundational elements that set venture capital firms up for long-term success. Kristen shares how her career began under the mentorship of Dick Kramlich at NEA, where she was trained in the core values and operational excellence that have shaped her approach to supporting dozens of VC firms across Silicon Valley. Drawing on this experience, Kristen explains why establishing a clear mission, vision, and values (MVV) framework is essential for firm alignment, decision-making, and building a resilient culture.Kristen outlines the common pitfalls firms face when they skip the MVV exercise, such as misalignment, wasted resources, and cultural drift, and offers actionable advice for integrating MVV into hiring, branding, and succession planning. She emphasizes that it's never too late for a firm to revisit and refine its core principles, and shares practical tips for making the process collaborative and authentic.Listeners will gain valuable insights on how to differentiate their firm in a competitive market, attract top talent, and create a legacy that stands the test of time. Kristen's reflections, inspired by her early training with one of venture capital's founding fathers, offer a roadmap for building a values-driven organization that can thrive for decades.VC Mastermind is a private podcast for VC Managing Partners. Designed for senior decision-makers at VC firms managing $50 million to $5 billion of institutional capital, VC Mastermind delivers premium insights, peer exchange, and operational best practices across all stages of a firm's life cycle. It was founded by Jacob Mullins (@jacob on X / twitter) – a 20-year veteran of the Silicon Valley startup tech and venture capital industry based in San Francisco.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

In this episode of the Digible Dudes Podcast, we sit down with Laurel Zacher, Founder of LZ Strategic and former VP of Marketing at Security Properties Residential, to explore the real state of marketing in multifamily.After leaving a high-powered VP role, Laurel launched a fractional CMO consultancy without a website, a pitch deck, or a team—just pure reputation and results. Now, she's helping property management companies bridge the gap between marketing, operations, and revenue.This episode is a masterclass in modern multifamily marketing leadership. If you're in marketing, operations, or proptech—don't miss it.

Donnie Gebert joins the Highway Diary podcast to talk about currency and citizenship. In this talk, we Donnie teaches us how to reframe our relationship with the fraud in our government. His big idea is blockchain legislation.  We talk about The Federal Reserve, Elon Musk, Donald Trump, and how he and some crafty Video Game Nerds taked Wall St. Firms in retaliation for trying to dump GameStop. You can read free at thenullhypothesisofpolitics.com - Please Welcome Donnie Gebert. www.erichollerbach.com You can read free at thenullhypothesisofpolitics.com       

In this episode of The Advisor Journey, Ben Olsen, founder of Beemo Automation, shares his remarkable journey from financial advisor to a leading innovator in advisory technology. Ben dives deep into how his passion for improving day-to-day advisor workflows led him to create a company dedicated entirely to AI-driven solutions and automation tailored specifically for RIAs.In his conversation with hosts Will Steiner and Dasarte Yarnway, Ben highlights the most significant bottlenecks facing advisory firms today, such as onboarding, meeting preparation, and client lifecycle management. He walks through real-world examples demonstrating dramatic efficiency improvements, including a detailed case where a firm with $800M in AUM significantly increased their capacity for client meetings by automating their scheduling, preparation, and follow-up processes.Ben also addresses the critical but often overlooked area of proactive client communication and how automation can drive deeper relationships and increased referrals. He explains how firms of various sizes can begin integrating AI solutions, emphasizing a balanced approach between technology and human touch.Advisors looking to enhance their operational efficiency, scale their practice responsibly, and deliver exceptional client experiences will find practical, implementable strategies in this conversation.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

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.

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.

Anthony M. DeSimone is a leading advocate for integrating generative AI into the legal profession, specializing in helping law firms harness AI to enhance efficiency, profitability, and client service. With more than 25 years of experience as a CPA and CMA, Anthony began his career at Deloitte before transitioning to focus on business optimization. Today, he operates "You're the Expert Now, LLC" and serves as a faculty member at the University at Buffalo Center for Entrepreneurial Leadership. In addition to delivering keynote presentations at national conferences, Tony leads AI accelerator courses and shares insights through his YouTube channel and podcast, "AI Mastermind." His groundbreaking work, including publishing a book in under 24 hours and producing AI-generated illustrations, underscores his expertise at the intersection of AI, data, and legal practice. WHAT'S COVERED IN THIS EPISODE ON AI STRATEGY FOR LAW FIRMS Many law firms are intrigued by AI, but unsure how to move forward. Questions about confidentiality, security risks, and the reliability of AI tools leave many lawyers hesitant, and expose firms to risks they don't fully understand. But AI isn't about replacing lawyers. It's about amplifying their capabilities while safeguarding client trust. Firms that learn how to integrate AI strategically will not only protect sensitive data but also position themselves for greater efficiency, profitability, and resilience in a changing legal landscape. In this episode of The Lawyer's Edge Podcast, Elise Holtzman talks with Anthony DeSimone, a CPA, CMA, and AI strategist who advises law firms on safe and effective AI adoption. Tony shares practical insights on the risks lawyers can't afford to ignore, how to train teams to use AI responsibly, and how the right AI strategy can streamline firm operations without sacrificing security or professionalism. 2:10 – How law firms are approaching AI today — early adopters versus laggards 4:20 – The hidden risks when lawyers use AI tools without firm oversight 6:00 – What AI hallucinations are and why they matter for law firms 8:42 – Practical ways lawyers are using AI now — drafting, research, and more 13:14 – How to safeguard client confidentiality when using AI 17:23 – The leadership role in encouraging smart AI experimentation 21:35 – Why large language models struggle with numbers and how that impacts legal work 24:50 – What's next — how AI will reshape law firm operations in the next five years MENTIONED IN ANTHONY DESIMONE | MAKING AI WORK FOR YOUR LAW FIRM WITHOUT COMPROMISING SECURITY OR EXCELLENCE You're the Expert Now, LLC | LinkedIn AI Usage Policy Maker Managing Partner Forum Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE… Today's episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of The Lawyer's Edge coaching team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, just email the team at hello@thelawyersedge.com.

Join us at the 2025 Annual Convention and Legislative Summit as we explore the transformative role of AI in engineering. Our latest podcast features an insightful discussion with Joe Bates, a senior researcher from the ACEC Research Institute, on the pioneering study that delves into AI's impact on the engineering industry. Uncover how AI is set to enhance, not replace, the talent within engineering firms, help bridge workforce gaps, and drive unprecedented efficiency and creativity. With the industry's changing dynamics and the potential AI holds, this episode offers a compelling look at how firms can adapt and thrive in the future. Whether you're already leveraging AI or just beginning to explore its possibilities, this episode is your gateway to understanding AI's evolving role in engineering.

In this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it.Here's the core issue: advisors say they're client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations. Meanwhile, research shows clients stay loyal because of service, not performance.This episode is a must-listen for founders, advisors, and anyone who wants to build a business rooted in trust, not jargon.Connect with us below!Zach Conway on LinkedInKelsey McKenna on LinkedInSeeds InvestorJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn PodPonyIf you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.>>FinServ Foundation Website

Sales Enablement in staffing is no longer a tactical side function, it's the engine of your entire go-to-market strategy. In this eye-opening episode, Avner Baruch (Author of Project Moneyball) shares how top staffing and recruiting firms are transforming enablement from “content dumping” into measurable impact through coaching, role practice, and feedback loops. This video will inspire you to re-evaluate your GTM systems and explore enablement through the lens of performance coaching and strategic execution. In This Episode: What Sales Enablement in Staffing really means today How to build a go-to-market strategy aligned with sales motion The hidden cost of relying solely on content (and what to do instead) Why role practice and feedback loops are critical for sales acceleration How elite teams reinforce skills—without blowing their budget The enablement tech stack that makes it all possible Avner's Project Moneyball methodology for enabling outcomes across the customer lifecycle Whether you're launching a new GTM motion or trying to reverse stagnant revenue, the insights here are built to drive impact across your customer lifecycle. Timestamps: 00:43 - What is sales enablement? A Moneyball analogy 02:57 - Sales enablement in startups vs. enterprises 03:45 - Why the best companies go beyond content 04:55 - The economic pressure fueling enablement evolution 06:43 - Common pitfalls: Content without context 08:51 - Why content is only half the battle 10:53 - The power of role practice and daily sales routines 12:55 - Real-world staffing challenges and playbook creation 16:29 - Why leaders avoid role practice—and how to fix it 20:52 - Leveraging AI for sales coaching 22:30 - Shifting outdated staffing habits 25:12 - Consistency beats intensity in sales enablement 27:26 - Misalignment of seller skills and roles 31:59 - Coachability and cultural fit in hiring 34:17 - The ideal sales enablement hire 37:01 - Content graveyards vs. actionable insights 41:36 - Meet Avner Baruch and Project Moneyball 44:26 - Moneyball methodology for enablement ROI 46:30 - Avner's favorite book: Crossing the Chasm   About the Speakers: Brad Bialy is host of Take the Stage and InSights, two of the leading podcast for the staffing industry, presented by Haley Marketing. He has a deep passion for helping staffing and recruiting firms achieve their business objectives through strategic digital marketing. For over a decade, Brad has developed a proven track record of motivating and educating staffing industry professionals at over 100 industry-specific conferences and webinars. As a visionary leader, Brad has helped guide the comprehensive marketing strategy of more than 300 staffing and recruiting firms. His keen eye for strategy and delivery has resulted in multiple industry award-winning social media campaigns, making him a sought-after expert and speaker in the industry. As an executive GTM and Enablement leader, Avner Baruch has built and led GTM, Sales Enablement and RevOps functions from the ground up for leading Startups such as Walkme, Imperva-Incapsula, Rapyd and more notable SaaS businesses. As a consultant, member of Advisory Boards and Design Partners, he has helped entrepreneurs and scaling startups implement and reinforce their sales methodologies, fine-tune their Product-Market Fit, design, build and scale their selling motion. In 2020 he founded Project Moneyball (a GTM consulting firm) to help early-stage startups and scaling businesses overcome growth challenges. He is a certified sales trainer holding a B.Eng with Honors in Electrical Engineering & Physics from Coventry University (UK) and the Max Planck Institute (France).   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 What if your back office fueled your growth instead of holding it back? TRICOM makes it happen! From payroll and billing to accounting and asset based lending, they clear the roadblocks and power your path forward. Your team gets paid, your cash flow stays steady and your business scales like never before. TRICOM doesn't just support you, they set you up to soar. Visit https://www.TRICOM.com to learn more. 

Donald Trump and Elon Musk’s relationship imploded this week like a star going supernova as the two took to social media to take jabs at each other. At stake are the future of Musk’s companies, including electric car company Tesla and rocket manufacturer SpaceX, both of which receive government subsidies or contracts. President Trump took to his social media website, Truth Social, yesterday to threaten subsidies to Musk’s companies. Musk then threatened to decommission SpaceX’s Dragon spacecraft, which the country’s space agency, NASA, has come to depend on heavily to ferry cargo and astronauts to the International Space Station on a regular basis. Musk later walked back this threat. NASA is said to have few viable alternatives to the Musk-owned company, as many of SpaceX’s competitors are still catching their technology up with the company. Joining Larry to discuss how and why NASA relies so heavily on private contractors is Kenneth Chang, science reporter for The New York Times. With files from the Associated Press.

Andy discusses what financial firms do for their fee, using his own firm, Tenon Financial, as an exampleLinks in this episode:Tenon Financial's website - https://tenonfinancial.com/Tenon Financial's June 2025 newsletter - hereAndy's article explaining how it's impossible to quantify the value of advisory services in - How Much Are Your Services Worth?Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

As the legal industry reckons with the growing influence of generative AI and automation, law firms are facing far more than just new tools—they're confronting a fundamental shift in how talent is managed, work is structured, and value is delivered. In this episode, I'm joined by Keith Maziarek, a Big Law expert in strategic pricing and legal project management, to talk about how AI is reshaping the legal talent model and how firms will measure and track value—from flattening the traditional associate pyramid to forcing firms to rethink hiring, development, and retention strategies. Keith and I dive into what this means for lawyers and business professionals alike, and why this is likely to mean that law firms will need fewer—but more specialized—junior lawyers, how non-legal professionals like data scientists will be essential to client service, and the ways in which the future of legal work will demand both new skillsets and new incentives. If you're a senior lawyer navigating firm leadership, or thinking about how to future-proof your career, this episode is essential listening. At a Glance: 00:00 Introduction and why Big Law isn't ready for what's coming 01:20 Keith Maziarek returns to share insights on generative AI's disruption of legal work 03:01 How automation changes the leverage model and firm economics 05:13 Why the traditional associate-heavy pyramid is changing 06:21 The shift toward a rectangular org chart and what that means for firm structure 07:26 Shocking stat: 80% of associates leave by year five—and why that's unsustainable 08:50 Future associates will need a new skillset law schools still aren't teaching 10:07 Why firm recruiting, professional development, and retention must evolve now 11:20 Non-lawyer experts—data scientists and technologists—are becoming central 12:40 Firms rely on lawyer-only profit-sharing, but this may not be sustainable 14:03 Hiring fewer lawyers doesn't cut costs but will shift them to expensive specialists 15:34 Investigations and data science: where collaboration is already essential 16:26 How embedded data teams are unlocking new revenue and client insights 17:32 Can firms fairly compensate non-lawyers generating economic value? 18:07 Rethinking pricing: how to quantify the value of data-driven insights 20:53 True value-based pricing is possible—when noise is removed by data teams 22:19 Why most firms still aren't prepared to sell or price non-legal services 24:23 The market isn't ready—and clients struggle to evaluate unfamiliar services 25:23 Why this creates opportunity for innovation in both delivery and monetization 26:04 Keith shares details on upcoming Legal Value Network events 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. Ways to reach Keith Maziarek www.legalvaluenetwork.comLinkedIn: https://www.linkedin.com/company/legal-value-network/ LinkedIn: https://www.linkedin.com/in/keithmaziarek/  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  

In this episode, Ray Sclafani discusses the importance of intentional growth in financial advisory firms. He shares a story about a Barron's ranked advisor facing team mutiny due to unmanaged growth, highlighting the need for leaders to balance ambition with stability. The episode covers the risks of unchecked growth, including operational chaos and cybersecurity threats, and emphasizes the importance of sustainable growth strategies. Sclafani provides practical steps for leaders to foster intentional growth, including assessing capacity, phasing growth plans, and investing in team-based models. The episode concludes with reflection questions for leaders to consider in their growth journey.Key TakeawaysGrowth is essential but must be managed with intention.Ignoring team concerns can lead to disengagement and burnout.Balancing ambition with operational stability is crucial for success.Cybersecurity risks increase with rapid growth.Fostering leadership development is key to sustainable growth.Measuring growth should focus on capacity and client satisfaction.Practical Steps for Sustainable Expansion ChecklistAssess Capacity Before Scaling: To identify gaps, audit your workflows, client portfolios, time spent per client, and technology systems.Phase Your Growth Plan: Divide your journey into achievable steps with clear goals and metrics (e.g., client satisfaction scores, and compliance benchmarks).Invest in Team-Based Models: Cerulli data indicates that team advisors oversee larger client portfolios, and implementing a team structure can increase capacity and enhance outcomes.Strengthen Cybersecurity: Implement multiple layers of security protocols and educate your team on cyber hygiene. Hurley's findings show that human error and remote work vulnerabilities continue to pose significant risks.Foster leadership development by delegating responsibilities to capable team leaders and ensuring your team is prepared to handle complexity.For more information click here to visit The Best in the Business Blog.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.

Firms are the means of economic progress. India's micro, small and medium enterprises have been hobbled for decades, and flounder even today. Sudhir Sarnobat and Narendra Shenoy join Amit Varma in episode 419 of The Seen and the Unseen to discuss this landscape -- and Sudhir's brilliant new venture that aims to tackle this. (FOR FULL LINKED SHOW NOTES, GO TO SEENUNSEEN.IN.) Also check out: 1. Sudhir Sarnobat on Twitter and LinkedIn. 2. Naren Shenoy on Twitter, Instagram and Blogspot. 3. How Frameworks — Sudhir Sarnobat's new venture. 4. Narendra Shenoy and Mr Narendra Shenoy — Episode 250 of The Seen and the Unseen. 5. Sudhir Sarnobat Works to Understand the World -- Episode 350 of The Seen and the Unseen. 6. We Are All Amits From Africa — Episode 343 of The Seen and the Unseen (w Krish Ashok and Naren Shenoy). 7. You're Ugly and You're Hairy and You're Covered in Shit but You're Mine and I Love You -- Episode 362 of The Seen and the Unseen (w Krish Ashok and Naren Shenoy). 8. The Teaching Learning Community. 9. Ascent Foundation. 10. The Beauty of Finance -- Episode 21 of Everything is Everything. 11. Other episodes of Everything is Everything on firms: 1, 2, 3, 4. 12. The Incredible Insights of Timur Kuran -- Episode 349 of The Seen and the Unseen. 13. Restaurant Regulations in India — Episode 18 of The Seen and the Unseen (w Madhu Menon). 14. Restart -- Mihir Sharma. 15. Backstage — Montek Singh Ahluwalia. 16. The Life and Times of Montek Singh Ahluwalia — Episode 285 of The Seen and the Unseen. 17. The Devil's Dictionary -- Ambrose Bierce. 18. The Bad and Complex Tax -- Episode 74 of The Seen and the Unseen (w Shruti Rajagopalan). 19. They Stole a Bridge. They Stole a Pond -- Amit Varma. 20. Bihar real estate brokers build illegal bridge on river. 21. The Globalisation Episode -- Episode 95 of Everything is Everything. 22. Is Globalization Doomed? -- Episode 96 of Everything is Everything 23. The Brave New Future of Electricity -- Episode 40 of Everything is Everything. 24. The Case for Nuclear Electricity -- Episode 78 of Everything is Everything. 25. अंतू बरवा -- Pu La Deshpande. 26. Testaments Betrayed -- Milan Kundera. 27. The Double ‘Thank You' Moment — John Stossel. 28. Marginal Revolution University. 29. The Bankable Wisdom of Harsh Vardhan — Episode 352 of The Seen and the Unseen. 30. Regrets for my Old Dressing Gown -- Denis Diderot. 31. Good to Great -- Jim Collins. 32. Economics in One Lesson -- Henry Hazlitt. 33. The Goal -- Eliyahu Goldratt. 34. The Toyota Way -- Jeffrey Liker. 35. Start With Why -- Simon Sinek. 36. The Lean Startup -- Eric Reis. 37. The Hard Thing About Hard Things -- Ben Horowitz. 38. Romancing the Balance Sheet -- Anil Lamba. 39. Connect the Dots -- Rashmi Bansal. 40. Zero to One -- Peter Thiel. 41. Acquired, Lenny's Podcast, EconTalk, Work Life, Rethinking, The Knowledge Project, How I Built This, Everything is Everything, HBR Podcast, Ideacast, Deep Questions. 42. How Family Firms Evolve -- Episode 34 of Everything is Everything. 43. Can We Build Switzerland in India? -- Episode 58 of Everything is Everything. 44. Dwarkesh Patel and Hannah Fry. 45. Habuild. This episode is sponsored by CTQ Compounds. Check out The Daily Reader and FutureStack. Use the code UNSEEN for Rs 2500 off. Amit Varma and Ajay Shah have launched a new course called Life Lessons, which aims to be a launchpad towards learning essential life skills all of you need. For more details, and to sign up, click here. Amit and Ajay also bring out a weekly YouTube show, Everything is Everything. Have you watched it yet? You must! And have you read Amit's newsletter? Subscribe right away to The India Uncut Newsletter! It's free! Also check out Amit's online course, The Art of Clear Writing. Episode art: ‘Battleground' by Simahina.

Send us a textIn this exclusive episode of The Family Office Club Podcast, top billion-dollar allocators share invaluable insights into their investment strategies and real-world experiences. Hosted by John Latter, founder of Fabridge Asset Management, the discussion features a panel of seasoned family office executives and investment firm leaders. These experts discuss a wide range of high-impact investment opportunities, including real estate, private equity, alternative assets, and emerging markets. Learn about their strategies for navigating current economic challenges, capitalizing on distressed assets, and making innovative investments in sectors like affordable housing, AI, critical minerals, and vertical farming. Additionally, panelists share valuable lessons learned from years of experience, focusing on due diligence, risk management, and long-term wealth creation. Whether you're an investor or a family office looking to expand your portfolio, this episode provides critical knowledge on high-net-worth investment strategies and success in today's evolving market.

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

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information  Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ 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 Cloud 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, 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...

Given the new administration's tariff policy and the global unease we've seen in recent months, we felt it was a good time to pick the brain of someone who's spent decades studying China's economy and its evolving relationship with the United States.Andy Rothman is the founder and CEO of Sinology, a consulting firm that provides advice to institutional investors and companies on the opportunities and risks presented by China's economy and on the impact of changes in US China relations. Previously, Andy spent 11 years working as China strategist for Matthews Asia, one of the largest active US based investors in China's equity markets. That comes after a 17-year China-focused career as US foreign service officer that included serving as the Taiwan desk officer at the State Department in the mid-nineties, and serving as head of the Macroeconomics and Domestic Policy Office at the American Embassy in Beijing.  Andy shares his thoughts on the current trade dispute and the economic situation within China, and discusses what he's heard from Chinese business people and political officials during recent visits to the country.  Highlights:Andy's history with China (1:57)The situation within China (4:08)Exports vs. domestic demand (7:09)Where negotiations go from here (8:41)Supply chain impacts (11:29)The tech race (13:33)Taiwan (14:48)Consumer sentiment in China (16:40)China's demographic challenges (20:07)China's capital markets (21:19)Planning for the future (22:45) Links:Andy Rothman LinkedInSinology WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

SummaryIn this conversation, Mo Arbas and Paul Miller discuss the evolving landscape of advisory services in the accounting and tax industry. They reflect on their recent experiences at a conference, the importance of understanding what advisory truly means, and the challenges firms face in delivering value to clients. The discussion highlights the need for structured advisory services, the role of technology, and the importance of client relationships. They also touch on the future of advisory services and the necessity for firms to adapt to changing client expectations.TakeawaysAdvisory services are becoming increasingly important in the accounting industry.There is a need for clarity in what advisory services entail.Firms must evolve their client relationships to provide more value.Technology plays a crucial role in enhancing advisory services.Clients are looking for proactive solutions rather than reactive ones.Understanding client needs is essential for delivering effective advisory services.The advisory landscape is broad and requires firms to define their niche.Private equity is recognizing the potential in the advisory space.Firms should focus on structured processes for delivering advisory services.The future of advisory will involve more collaboration and integration of services.Keywords: advisory services, client relationships, tax advisory, accounting, technology, client expectations, business transformation, private equity, consulting, financial planning