Podcasts about firms

On this episode of Inside the Firm, Claude can Revit?, then the Colorado AIA on how architects can use two new state housing bills to build denser, more affordable multifamily, and finally why firms racing to automate may lose their project architects. Join us as we go back Inside the Firm!

Preview for Later Today: Max Meizlish details how Chinese firms leverage satellite imagery to help Iran track U.S.and Israeli military assets, providing a critical tactical advantage. (3)1951

What builds a recruiting firm that lasts? In this Industry Spotlight, Kortney Harmon sits down with Norm Volsky, Managing Partner at DRI and leader within the Pinnacle Society, to explore why long-term success comes down to relationships—not shortcuts.Norm shares how top firms balance technology with trust, invest in operations to protect the client experience, and why reputation and delegation matter more than any single placement.Tune in as Norm breaks down what it really takes to build a recruiting firm that lasts—from choosing the right clients to investing in operations and protecting trust with every placement.______________________Connect with Norm VolskyFollow Norm Volsky on LinkedIn: LinkedIn | NormCheck out Direct Recruiters Inc. (DRI) hereOrganizations Mentioned in This EpisodeCheck out Pinnacle Society's Website hereCheck out Sanford Rose Associates (SRA) hereCheck out Starfish Partners hereConnect with CrelateFollow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season.   Topics include:  DC update Latest technical guidance Top 100 Firms report insights Small firms update   Speakers:  Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Dan Hood, Editor-in-chief, Accounting Today Stephanie Otero, VP, Small Firm Advocate, AICPA 

As Generative AI moves from pilot to practice, firms need to equip their teams with a new skill set: the ability to serve as “AI editors." Firms need to think about how to train their teams to review and validate AI-supported work to ensure accuracy, ethics, and client trust. This podcast explored why this skill set is critical, how firms can upskill attorneys to do it, and practical steps to maintain quality and keep matters moving fast.  Moderator: @Patrick DiDomenico - Founder & CEO, InspireKM Consulting Speaker: @Kathy Harford - Senior Knowledge Lawyer - Innovation & IP, Stevens-Bolton Recorded on 03-05-2026.

To mark International Women's Day 2026, Part two of our special episode of CMO Series REPRESENTS brings together senior leaders from across the legal sector to focus on one thing. How firms turn intent into action for women in law. The conversation centres on advocacy and access, who is in the room when decisions are made, who gets named in the room when they are not there, and who is given real exposure to clients, leadership and opportunity. Our guests discuss how progress doesn't happen by chance. Firms must create structured pathways to influence, move beyond informal networks and back women with visible sponsorship. Flexibility and parental support also need to be real, not theoretical, if firms want talent to thrive. The episode offers practical advice on building open, transparent cultures where equity is embedded into how firms operate. We're so grateful to all of our guests for joining this special episode:  Raj Aujla, Director of Communications and Corporate Affairs, Charles Russell Speechlys Aubrey Bishai, Chief Innovation Officer, Vinson and Elkins Sarah-Jane Howitt, Business Development & Marketing Director and Partner, Weightmans LLP Susan Kurz, Chief Marketing and Client Development Officer, Calfee, Halter and Griswold LLP Laura Louw, Director of Business Development, Norton Rose Fulbright Laura Ottley, Chief Marketing Officer, Addleshaw Goddard Susanne Pugsley, Director of Business Development and Marketing, Carpmaels and Ransford Clare Quinn-Waters, Chief Growth Officer, Edwin Coe Anna Steinberg, Chief Marketing Officer, Tressler LLP Kerri Vermeylen, Chief Marketing Officer, Sidley Austin LLP

Cameron Anderson General Manager XBert What does AI fluency really mean for accountants and bookkeepers? This episode explores governance, prompting frameworks, and practical AI use cases you can apply immediately. Summary In this episode, we explore AI fluency for accountants and bookkeepers and what it really means in practice. From governance to prompting frameworks, we unpack practical steps firms can take today. Key Discussion Points What AI fluency means for modern bookkeeping firms Traditional AI vs Generative AI explained simply The AI and human partnership model Governance, ethics, and client disclosure considerations The RTRI prompting framework: Role, Task, Requirements, Instructions AI use cases across client communication, reporting, and operations Using AI for financial analysis and contextual insights Capacity planning and workflow intelligence Starting small and building sustainable capability Why data quality underpins every AI initiative Key Takeaways AI should augment human judgement, not replace it Start with low risk, easy to validate use cases Build AI capability alongside human skills Transparency and governance matter Small, consistent learning builds long term fluency Apps & Tools Mentioned XBert, Xero, ChatGPT, Gamma, Otter.ai, Fireflies.ai, Gmail, Microsoft Outlook Contact details: Cameron Anderson : https://www.linkedin.com/in/cameronanderson2/ XBert : https://www.xbert.io/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Ukraine has lost close to a quarter of its civilian workforce since the invasion. Three and a half million workers left government-controlled areas: mobilised into the armed forces, displaced inside the country, gone abroad as refugees, or killed. Giacomo Anastasia, Tito Boeri, and Oleksandr Zholud draw on an unprecedented wartime dataset to document how Ukraine's labour market adapted under that pressure. What they find is not what you might expect. Aggregate matching efficiency fell by only about 15%; less than the decline recorded in the United States during the 2008 financial crisis. Firms hired women into roles previously closed to them by law, took on older workers and people with disabilities, and expanded remote work to keep displaced employees and refugees connected to Ukrainian payrolls. The collapse was real, but concentrated: in contested territories near the frontline, employment fell to less than half its pre-war level and vacancy postings dropped to virtually zero. The question the paper poses for reconstruction is how to sustain that resilience, absorb close to a million returning soldiers, and begin to reverse what five years of disrupted schooling has done to a generation.The research behind this episode:Anastasia, Giacomo M., Tito Boeri, and Oleksandr Zholud. 2026. "A Wartime Labor Market: The Case of Ukraine." Economic Policy: Papers on European and Global Issues, special issue: "What's Next for Ukraine?"To cite this episode:Phillips, Tim. 2026. "What's Next for Ukraine: A Wartime Labour Market." Economic Policy: Papers on European and Global Issues (podcast).Assign this as extra listening. The citation above is formatted and ready for a reading list or VLE.About the guestsGiacomo Anastasia is a PhD student in Economics at Columbia University and Columbia Business School. His research interests include public economics, labour economics, and industrial organisation.Tito Boeri is Professor of Economics at Bocconi University and one of Europe's leading authorities on labour markets, unemployment insurance, and welfare state reform. He served as President of INPS, Italy's national social security institution, from 2015 to 2019.Oleksandr Zholud is a researcher at the National Bank of Ukraine. He was central to maintaining the economic data systems that continued to function through the war, and which made the empirical work in this paper possible. Research cited in this episodeThe civilian labour force contraction is estimated at roughly twenty to twenty-five per cent of the pre-war workforce in government-controlled areas, equivalent to a loss of around 3.5 million workers. The calculation combines refugees abroad (between six and seven million, of whom approximately seventy per cent are of working age), military mobilisation (at least 800,000 since 2022, up from 250,000 before the war), and combat casualties. The authors note that a shock of this scale has almost no modern precedent; the closest comparisons are Serbia's losses in the First World War and the economic disruption caused by the 1994 Rwandan genocide.Work.ua is the largest online job-search platform in Ukraine, covering around 125,000 firms and 4.5 million workers. The paper draws on weekly data from Work.ua on vacancy postings, job-seeker resumes, and offered and expected wages to track labour market dynamics across sectors and regions throughout the war. This platform data continued to be updated through the conflict and provided the primary source for the paper's matching analysis, replacing the State Statistics Service household survey, which suspended publication after the invasion.The InfoSapiens household survey, commissioned by the National Bank of Ukraine since 2021, serves as the wartime replacement for the State Statistics Service quarterly Labour Force Survey. It interviews around 1,000 individuals per quarter on employment, unemployment, and labour force participation, stratified by gender, age, region, and settlement size. Despite its smaller sample, it remains the primary regular survey-based source on Ukraine's labour market since the full-scale invasion.The State Employment Service (SES) firm survey, conducted in January 2025 in cooperation with Helvetas Swiss Intercooperation, covered 55,000 enterprises employing 4.2 million workers plus 70,000 registered unemployed persons. This cross-sectional survey provided the paper's evidence on how recruitment practices, remote work adoption, and workforce composition changed after the invasion; it is described in the paper as one of the largest wartime enterprise surveys of its kind.Air raid alarm data are used as the paper's proxy for regional exposure to the war. When missiles or drone attacks are detected, sirens activate across affected areas; the authors use the frequency and duration of these alarms to classify Ukrainian regions on a spectrum from low-exposure (western oblasts such as Lviv) to high-exposure (eastern regions such as Kharkiv) to contested (partially or fully occupied territories including parts of Donetsk and Luhansk). This classification is the basis for the paper's finding that war intensity is the primary driver of differences in labour market outcomes across regions.Matching efficiency is a standard labour economics measure of how effectively the market converts a given stock of unemployed workers and open vacancies into new hires. A fall in matching efficiency means that jobs and workers exist but find each other more slowly. The paper estimates that Ukraine's aggregate matching efficiency declined by about fifteen per cent after the invasion; a smaller fall than the more than twenty per cent recorded in the United States during the 2008 financial crisis, though with severe deterioration concentrated in frontline and contested regions, where matching efficiency dropped by close to twenty-five per cent.Remote work as a retention mechanism. A survey of Ukrainian refugees abroad found that roughly forty per cent of those in employment were working for Ukrainian firms remotely. Those maintaining an employment link to a Ukrainian company reported a significantly higher intention to return to Ukraine after the war compared with refugees employed by foreign firms. Anastasia argues this makes remote work not only an economic adaptation but a tool for sustaining the connection between displaced workers and the country they may one day return to rebuild.More in the "What's Next for Ukraine?" seriesThis episode is the third and final in a series based on papers presented at the inaugural Economic Policy winter conference, Paris, December 2025.Episode 1, with Yuriy Gorodnichenko and Maurice Obstfeld: why $40 billion a year in investment is more achievable than it sounds, why deep debt restructuring is a prerequisite for attracting private capital, and what the Euroclear frozen assets could unlock. Episode 2, with Edward Glaeser, Martina Kirchberger, and Andrii Parkhomenko: why the right model for rebuilding Ukraine's cities is postwar Tokyo rather than postwar Berlin or Warsaw, and why directing reconstruction spending towards the most damaged regions would be rebuilding in the wrong direction. Related reading on VoxEUThe labour market in Ukraine: Rebuild better, the companion VoxEU column by Anastasia, Boeri, and Zholud, summarising the paper's findings on matching efficiency, firm adjustment, and the policy priorities for reconstruction. You only live twice: A growth strategy for Ukraine, Gorodnichenko and Obstfeld's companion column to Episode 1, making the case for $40 billion a year in investment and explaining why EU and NATO accession momentum is the key enabling condition.Rebuilding cities in Ukraine, a VoxEU column on the spatial and urban decisions that will shape how Ukraine's cities develop in the decades after the war, and why the Tokyo model of decentralised land readjustment is the right precedent.

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The profession talks too much about deadlines and not enough about impact. Students are listening.FULL show notes hereMOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchThe CPA profession has only itself to blame for a talent shortage.Firms have spent years talking about the grind of deadlines and busy season, instead of selling the career's impact, stability, and range of opportunities, according to Carrie Steffen, CEO of the Iowa Society of CPAs.MORE MOVE Like This | MORE CPA Trendlines Streaming NetworkIn the new episode of MOVE Like This, Steffen tells Bonnie Buol Ruszczyk the profession must rethink its narrative, strengthen cultures of belonging, and bring younger professionals into leadership conversations if it hopes to rebuild the CPA pipeline.

Many investors feel a real tension today. They want their portfolios to reflect biblical convictions. They care about justice, stewardship, and human dignity. Yet they're also navigating volatility, inflation, and economic uncertainty. When markets feel unstable, the question quietly surfaces: Do I have to choose between faithfulness and financial performance? The answer may surprise you. Today, we sat down with Stella Tai, Stewardship Investing Impact and Analysis Manager at Praxis Investment Management, one of the country's oldest faith-based mutual fund families and a valued underwriter of this program. Our conversation centered on whether values-aligned investing can truly pursue both impact and competitive returns—even in uncertain times. The Tension Investors Feel In strong markets, impact investing can sound inspiring and straightforward. But when markets grow choppy, many investors feel drawn into survival mode. “I need to focus on returns.” “I can't afford to think about impact right now.” Stella noted that this tension isn't just financial—it's spiritual. People of faith don't want to pull back from caring about stewardship or community flourishing. But they also worry: Will my returns suffer if I invest with conviction? That's an honest question.  Scripture reminds us in Proverbs 21:5 that “the plans of the diligent lead surely to abundance.” There's a difference between being responsive and being reactionary. When anxiety drives decisions, fear often replaces conviction—and that's when costly mistakes happen. Discipline Over Panic At Praxis, stewardship in uncertain markets begins with discipline. Stella described three anchors: Financial rigor in every market cycle. Serious analysis, ongoing evaluation of risk and opportunity, and team-based decision-making help ensure emotions don't drive the ship. Integration of impact with fundamentals. Impact and performance are not competing priorities. They are designed to work together. A long-term orientation. Rooted in stewardship, not speculation. Hebrews 12:11 reminds us that discipline may feel painful in the moment, but it yields a peaceful fruit of righteousness. That's true in spiritual formation—and in investing. What Values-Aligned Performance Actually Looks Like One common misconception is that screening companies based on faith convictions automatically sacrifices performance. Stella explained that Praxis uses what's called benchmark tracking. In simple terms, that means aiming to closely track the broader market while thoughtfully excluding companies that don't align with biblical values. The goal isn't to “beat the market.” It's to minimize what's known as “tracking error”—the gap between a fund's returns and its benchmark. In other words, you can seek market-level returns while owning companies that better reflect your convictions. Over full market cycles—not just in a single quarter—faith-based investors should expect competitive returns. That commitment to consistency is central. Impact Beyond Screening Screening is often the most familiar strategy in values-aligned investing. But real impact doesn't stop there. Praxis recently released its Real Impact Report, highlighting a framework that includes multiple strategies—from screening and shareholder advocacy to direct community investing. One powerful example involved long-term engagement with a large utility company in the Southeast. Instead of divesting, Praxis used its ownership stake to advocate for: A just transition for workers and communities as coal plants retire Science-based emissions reduction targets Responsible planning tied to renewable energy growth The company published just transition metrics and began tracking progress. That's what patient, long-term engagement looks like. Rather than stepping away, they stayed invested—believing transformation often happens through steady, faithful presence. Where to Begin If you're intrigued by impact investing but feel overwhelmed, start with clarity. Ask yourself: What values matter most to me? What kind of world do I want my capital to help build? What are my long-term financial goals? Then consider working with an advisor familiar with faith-based investing options. You don't have to master every strategy. Firms like Praxis Investment Management handle the research, engagement, and implementation. Your role is simpler—and profound: to say, "I want my money to reflect my values." When multiplied across many investors, even small portfolio decisions can move markets toward greater justice, dignity, and stewardship. And in uncertain times, that kind of disciplined conviction may be one of the most faithful investments you can make. On Today's Program, Rob Answers Listener Questions: I'm 60 and recently lost a long-time job. I have about $1.5 million in a volatile 401(k) and would prefer not to draw from it yet. With my wife working part-time and income limited, how should I reposition this account to make it safer and navigate this transition? If I take Social Security before full retirement age and accept the reduced benefit, how do cost-of-living adjustments factor in? Do future COLAs help offset that early-retirement reduction? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) Praxis Investment Management Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor (CKA) FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Building the Billion Dollar Business, Ray Sclafani delivers a direct message to advisory firms. Market appreciation is not the same as real growth. When AUM climbs because of a bull market, it may boost revenue, but it does not automatically build enterprise value.Ray challenges firms to separate capital market lift from true organic growth. Real growth comes from net new relationships, expanded wallet share, stronger engagement, and intentional investments in business development and marketing.He outlines the practical shifts the best firms make, including tracking net new assets accurately, funding growth strategically, upgrading marketing from SEO to AEO, and setting ambitious targets that are not dependent on market momentum.The message is clear: growth is not accidental. It is earned through deliberate choices, disciplined execution, and a mindset that refuses to confuse momentum with mastery.Key Takeaways70% of RIA channel growth over the past decade has come from capital markets.Firms must clearly distinguish net new assets from capital appreciation.Tracking client acquisition, retention, wallet share, and lifetime value is critical.Advisors must know their CAC (client acquisition cost) and LTV (lifetime value).Firms that build organic growth muscles win new clients even when markets stall.Questions Financial Advisors Often AskQ: What is the difference between market-driven growth and real organic growth for RIAs? A: Market-driven growth occurs when portfolios expand due to a bull run and AUM increases because of capital appreciation. Real organic growth is the kind that builds enterprise value by adding new ideal clients, increasing wallet share from existing clients, creating deeper engagement, and expanding capacity to serve more clients.Q: How can advisory firms accurately measure organic growth? A: Firms should separate net new assets from capital appreciation, monitor actual client acquisition and retention, track wallet share and client lifetime value, and analyze numbers as if the market did not change.Q: What reports should advisory firms review to track real growth? A: Firms should be able to track net new assets from existing clients, new assets from new clients, and opportunity reports showing client meetings and new opportunities created. They should generate reports that clearly distinguish net new assets from capital appreciation.Q: What should financial advisors do immediately to improve organic growth? A: Strip market gains from reports and analyze numbers without market lift. Develop a focused business development strategy with defined roles and funding. Audit marketing strategy, including SEO to AEO and AI usage. Define an ambitious growth target tied to new relationships and revenue streams.Q: What growth rate should firms target for real organic expansion? A: Firms serious about organic growth should pursue mid to high teens year-over-year growth, minus capital markets and inorganic growth.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.

Episode 134: This week, Kyle Van Pelt talks with Chip Kispert, Founder & Managing Partner at Beacon Strategies. Chip has spent decades building and leading one of the country's most trusted wealth management partners, helping shape its national footprint through intentional M&A, strong partner alignment, and disciplined operational systems. His career reflects a deep commitment to sustainable growth, advisor development, and long-term enterprise value creation. Kyle and Chip explore what it takes to build durable advisory businesses while embracing innovation. They discuss the power of structured peer roundtables, how firms can move beyond legacy technology assumptions, and why operational rigor becomes more important as firms grow. The conversation also dives into AI adoption—distinguishing native versus enabled tools, addressing internal fear, and establishing formal AI policies—highlighting how thoughtful leadership can turn disruption into long-term enterprise value. In this episode: (00:00) - Intro (01:45) - Chip's money moment (04:23) - What Beacon Strategies does and who it serves (08:03) - Why structured roundtables outperform traditional conferences (11:39) - Why firms are reassessing legacy technology providers (15:19) - Native AI vs. AI-enabled tools (17:27) - Managing fear and uncertainty around AI (22:48) - Avoiding AI overload and creating a formal policy (27:29) - Introducing the Beacon Provider Network (BPN) (31:20) - One area financial services must improve (35:08) - Chip's Milemarker Minute Key Takeaways Don't adopt AI casually—govern it deliberately. Experimentation is fine, but firms need a formal AI policy to reduce risk, clarify expectations, and prevent tool sprawl. Thoughtful governance creates confidence internally and credibility externally. Distinguish between “native AI” and “AI-enabled” tools. Not all AI is created equal. Leaders must understand whether AI is foundational to a product or simply layered on as a feature. That distinction impacts scalability, data security, and long-term strategic fit. Peer collaboration beats passive learning. Structured roundtables and curated peer groups often produce more actionable insight than traditional conferences. Real progress happens when leaders openly share what's actually working—and what isn't. Operational discipline becomes more important as innovation accelerates. As firms scale and technology multiplies, clarity around standards, vendor evaluation, and internal processes becomes a competitive advantage. Growth without structure creates fragility. Quotes "Most firms don't have any AI policy. They need to have an AI vision and an AI policy to lay out their plans and the information they need, so they know their data is protected. They need to have their guidelines and guardrails, which drive their decisions on how they interact with firms." ~ Chip Kispert "There's a lot of talk about AI, but a true understanding of it is not rich. It's not deep. So, it would be absolutely valuable for the wealth space to really have some AI learning. Everybody can say large language model, but truly understanding it is another world." ~ Chip Kispert "Data management is the foundation of everything. You can have great AI or rules-based engines, but if the data is not good, it doesn't mean anything. All the pretty stuff, the shiny metal lures don't have that much integrity, or their integrity gets questioned by the quality of the data." ~ Chip Kispert Links  Chip Kispert on LinkedIn Beacon Strategies Fidelity Investments Beacon Provider Network Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. Learn more at Turncast.com.

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework What happens when AI meets the business of architecture? In this episode, Rion sits down with Dr. Sam Zolfagharian—co-founder of YegaTech—to explore how AI is reshaping the AEC industry. Sam shares insights from years of experience in structural engineering, construction tech, and leading-edge AI. But this isn't just about tools and tech. It's about mindset, risk, and what happens when firms approach AI the wrong way. Sam unpacks how small firms can gain a huge edge—without chasing every shiny new tool. You'll also hear why AI isn't here to replace architects—but it will change who thrives and who gets left behind. In this episode, you'll discover: The most dangerous question firms ask when starting their AI journey How one engineer cloned herself—and why your next hire might not be human The quiet revolution happening inside clients' minds (and how it could change your fee structure forever) To learn more about Sam, visit her website: https://yegatech.com/

Almost one in five of Ireland's top companies have experienced significant cyber attacks in the last two years, new data shows today. The findings come as national domain registry .IE launches Ireland's first Digital Trust Mark. Described as an NCT for your online identity, websites and emails carrying the distinctive wolfhound symbol will give customers confidence that businesses of all sizes are operating to the highest digital standards. "If you have an online presence, you can now be assessed on DigitalTrust.ie in just a few clicks," said Louise McKeown Doogan, Chief Growth Officer at .IE. "Once an organisation applies, their website, email and domain setup is assessed using a proprietary scoring evaluation that checks against industry-defined best practice. "These checks confirm that digital fundamentals are correctly configured, responsibly managed and set up to support trust and reliability online. "Once you receive your Digital Trust Score, you will either be entitled to carry the mark or you will have clear next steps to reach the required standard. "We live in an age where some ransomware companies now have customer care departments, and the online health of the nation needs to improve as a consequence." The research found that 17pc of Ireland's key organisations have experienced a significant cyber attack since 2024. Conducted by Amárach on behalf of .IE, it surveyed 354 essential Irish firms in January. It follows last week's Garda data that fraud-related crimes more than doubled in the last 12 months, up 137pc – mainly due to bank scams, phishing and smishing. "Our findings are concerning, particularly when we know phishing scams (60pc) and the exploitation of system weaknesses (21.3pc) are the most common ways attackers gain access," said Ms McKeown Doogan. "An online presence that appears to function may not always demonstrate the authenticity and trustworthiness customers expect. "Until now there has been no visible way for consumers to know that a website meets a recognised standard – and no way for businesses or organisations to signal that they do. "The mark signals that they demonstrate authenticity, responsible digital practice and a trustworthy online experience. "We hope it will become a digital equivalent of the NCT and an essential part of interacting online in Ireland within the next year." The Digital Trust Mark is not just for .ie domains but is open to .com and other domains used by Irish organisations. Applicants will receive a grade by the next working day, and if an A-rating is achieved, businesses can display the mark on their website or in their email signature for the following 12 months. Domains that do not reach an A-rating will be given a detailed outline of what and how they can improve. See digitaltrust.ie for more information. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Kia ora. Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news the world has suddenly gotten far more dangerous after the US/Israeli strike on Iran. Shipping costs especially are in a dramatic rise on necessary re-routing. The cost of war will hit inflation soon and that is a looming problem for central bank policymakers. And investors are demanding higher yields from not only corporate paper, but benchmark government bonds as well. But first in the US, the February PMI from the widely-watched ISM survey dipped very slightly from January, but held up better than analysts were expecting. It is only the third time in 40 months that this metric shows an expansion. It was driven by prices and imports, both of which are rising faster. New order flows rose at a slower pace. This metric is basically the same as the parallel S&P Global factory PMI for February, which noted faltering exports. This contrasts with the latest EU PMI which reports its strongest rise in new factory orders since April 2022 taking their factory PMI to a 44-month high. But coming with it are building inflationary pressures. Driving this result is a notable uptick in Germany which is now back in expansion. The rise and rise of Japanese manufacturing is now getting real momentum. Their February factory PMI burst out of its trend (confirming the January rise), to now be at almost a four year high. This is on the back of output, new orders and employment that all expanded at their fastest rates since January 2022. Not to be outdone, Taiwan's factory PMI rose sharply too in February, although this also came with higher inflationary pressure than for Japan. Firms there are struggling to meet demand. In some other selected Asian nations, their factory PMI's were mostly positive. This is true for Vietnam, Indonesia, and Thailand, although the same survey in Malaysia isn't quite so positive. Indian industrial production rose 4.8% in January from a year ago, and while most countries would love that, it represents a sharp slowing from December's +8.0% and is way below the +6.5% expected. The December rate was unusual however, and the January expansion mirrors what we saw for most of 2025. China announced late yesterday that they attracted ¥92 bln (US$12.6 bln) in foreign direct investment in January 2026. This was -5.7% less than in January 2025. But we probably should also note that the December FDI was quite good, standing out from the long run of negative flows. (The December inflow was +US$20.6 bln.) In Australia, the Melbourne Institute monthly inflation gauge recorded an easing in monthly inflation in February, dipping -0.2% from January. The main influence were lower fuel prices. In annual terms, however, headline inflation remains elevated above the RBA's 2–3% target band and has exceeded the top-end of the band for the past six months. Changes in the monthly cost of living were mixed, with employee households experiencing the largest monthly increase. And staying in Australia, the Cotality Home Value Index rose +0.7% in February, easing slightly from a +0.8% gain in January. Price growth remained strong in Brisbane, Adelaide, and Perth, but values were flat in Melbourne and Sydney. Year on year, national home values rose +9.6%, moderating from +10.2% rise in January on this basis. Globally, we should probably note that the aluminium price is up during this turmoil, now at a four-year high. And tin has taken off, now at a record high. Copper is near a record high too, but it isn't changed during this crisis; its been at the current level all year. Also globally, we should note that air cargo demand rose +5.6% in January from a year ago with international airfreight up +7.2%, driven by the +9.4% rise in the Asia/Pacific region, and restrained by the +1.4% riser in North America. Meanwhile passenger air travel rose +3.8% with international travel up +5.9%. It is notable that domestic air travel fell in the US on a year-on-year basis. But it also did in Australia as well. And ocean freight costs have surged in the past day, shocking many as ships need to be re-routed away from the Middle East. The UST 10yr yield is now just on 4.06%, up +10 bps from this time yesterday.  The price of gold will start today up +US$18 from yesterday at US$5296/oz. Overnight it got up to a new record high of US$5415 but it has retraced since then. Silver is down a sharp -US$6 at US$87/oz today also after an interim burst higher. American oil prices are up +US$3.50 at just on US$70.50/bbl, while the international Brent price is up +US$4 to be now just over US$77/bbl. These at +6% rises. Given the intensified Middle East tensions, this seems pretty restrained. But European natural gas prices have leapt overnight. The Kiwi dollar is -70 bps lower against the USD from yesterday, now just on 59.3 USc. Against the Aussie we are down -40 bps at 83.9 AUc. We are down -20 bps against the yen. Against the euro we are unchanged at 50.7 euro cents. That all means our TWI-5 starts today down -50 bps, now just on 62.9 and a one month low. The bitcoin price starts today at US$69,835 and up +5.5% from this time yesterday. Volatility over the past 24 hours has been high at just under +/- 3.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

12AM Agency has officially launched its new Civil Dispute Client Acquisition Engine, available starting March 3, 2026. 12AM Agency City: Dallas Address: 1919 McKinney Ave Suite 100 Website: https://12amagency.com Phone: +1 855 603 5723 Email: PR@12AMAgency.com

Henry Sokolski reports that the US navigates Saudi nuclear demands against Iranian restrictions, while the Pentagonpressures AI firms to allow autonomous systems for surveillance and weaponized combat operations. 15.1886 VERNE

In this episode, Steve Fretzin and Brooke Lively discuss: Recognizing that law firms must master the business of law Prioritizing rocks before everything else Building culture through the right people and real accountability Understanding personal wiring and stage fit   Key Takeaways: Law school teaches legal doctrine, not leadership, systems, or execution. Firms that struggle often lack clear vision, aligned people, and real accountability. Frameworks like EOS provide structure for turning intention into consistent results. You cannot pursue every opportunity at once without diluting impact. Identifying quarterly “rocks” forces focus and determines what gets a firm's time and attention. Without clear priorities, “urgent” noise will crowd out important progress. Success depends on having the right people in the right seats and refusing to tolerate toxic high performers. Clear metrics, documented processes, and regular follow-through create traction. When accountability becomes normal, execution improves across the firm. Leaders thrive in different environments, whether scrappy growth or mature stability. Misalignment between personality and company stage can create friction and unintended chaos. Self-awareness allows both the leader and the firm to operate at their best.   "The urgent overtakes the important, and the important never gets done." —  Brooke Lively   Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.   Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Lawyer.com: https://www.lawyer.com/   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   About Brooke Lively: Brooke Lively is a speaker, author, and profitability expert, and the founder of Cathedral Capital, a team of CFOs and Profitability Strategists dedicated to helping entrepreneurs transform their private practices into profitable, well-managed businesses. With an MBA in Investments and Corporate Finance, Brooke has leveraged her experience growing multiple companies to guide clients—from law firms to marketing agencies—in understanding financial statements, making data-driven decisions, and increasing profitability. She is the author of the 6 Key Numbers series, providing accessible financial guidance for business owners, psychologists, and attorneys. Known for her approachable yet candid style, Brooke also delivers engaging keynote presentations that educate entrepreneurs on financial stability, growth management, and sustainable profitability.   Connect with Brooke Lively:  Website: https://brookelively.com/ Facebook: https://www.facebook.com/CathedralCapital LinkedIn: https://www.linkedin.com/in/brookelively/ YouTube: https://www.youtube.com/channel/UCg1JD7XBFwGjizaa9_566sg Instagram: https://www.instagram.com/cathedralcapital/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Knowing what to do has never been the real problem. Doing it has. In this episode of The FutureProof Advisor, I explore the uncomfortable gap between awareness and action — the space where most progress quietly dies. Whether it's a simple Amazon box that sits untouched for days or a strategic shift in an advisory firm that never quite gets implemented, the barrier isn't information. It's psychology. Our brains are wired for short-term comfort, not long-term transformation.We talk about why conferences, podcasts, and new tools often create the illusion of progress without real change. Drawing from behavioral science research, I unpack why goals alone don't move behavior — systems do. Implementation requires clarity around when and how something will happen, not just why it should. Firms don't stagnate because they lack ideas. They stall because they never build the structure that turns insight into habit.Future-proofing isn't about accumulating more knowledge or investing in more technology. It's about designing environments that make the right action the easy action. When motivation, ability, and prompts align, change becomes inevitable. When they don't, even the smartest teams stay stuck — not from lack of intelligence, but from lack of intentional execution.

Send a textEver wonder why hiring costs keep rising while performance stalls? We sit down with HR leader turned fractional consultant Seth McColley to unpack how founder-led companies in construction, manufacturing, and distribution can get senior HR capability without a full-time hire. Seth shares practical plays that save money fast—like replacing pricey recruiter fees with smart sourcing—and shows how to build a review process that actually improves performance instead of sparking anxiety.We dive into the backbone of execution: job descriptions that are real, measurable, and updated on a cadence. Seth walks through pairing self-assessments with manager assessments to expose gaps early, then turning those insights into targeted coaching, training, and better project assignments. We challenge the norm of tying performance reviews to pay, making the case for separating growth conversations from compensation so people hear feedback and act on it. Along the way, we cover legal pitfalls across states, termination planning, and why clear documentation is both fair and protective.This conversation also tackles culture and operations at street level. From low-hanging revenue—like calling back parts portal visitors—to mystery-shopping your phones and building rotation programs, we highlight repeatable habits that compound trust and results. And when succession looms, we map the human risks: runners-up who bolt, or worse, stay bitter. The fix is proactive roles, rotations, or dignified off-ramps. Above all, we argue HR must learn the business: margins, customers, shop realities. That's how policies, hiring, and reviews line up with what wins in the field.If you lead a small to mid-sized, founder-led team and want fewer landmines, faster hires, and reviews that move the needle, this one's for you. Subscribe, share with a colleague who wears “HR by default,” and leave a review with your biggest HR challenge—what should we break down next? Visit us at LearningWithoutScars.org for more training solutions for Equipment Dealerships - Construction, Mining, Agriculture, Cranes, Trucks and Trailers.We provide comprehensive online learning programs for employees starting with an individualized skills assessment to a personalized employee development program designed for their skill level.

If you're trying to scale your advisory firm, there's a stage where things start to feel harder than they should. Everyone's busy. Communication gets messy. You're still producing, but you're also trying to lead a team that needs clarity, feedback, and direction.In this episode, I'm joined by Triad's Member Culture Coach, Kenzie Olejnik. Kenzie joined Triad in April of 2022, when we were right in the middle of the chaos as a new company. She helped us turn good intentions into an intentional culture built on clarity, communication, and shared language. You'll hear Kenzie talk about the simple culture moves that actually matter, how to onboard people in a way that builds trust and excitement quickly, and why you can't treat your team like an afterthought if you want clients to have a great experience in every interaction.3 of the biggest insights from Kenzie Olejnik…#1.) Clarity and Communication Fix More Than You ThinkKenzie breaks down why most culture problems aren't “people problems.” They're clarity problems in terms of who owns what, how decisions get made, and how teams communicate when things move fast.#2.) Treat Your Team Like Your Best ClientsFrom onboarding touchpoints to celebrating wins consistently, Kenzie explains how removing friction and making people feel seen creates a culture that scales and protects the client experience.#3.) The Shared Language That Holds the Line and Fosters AccountabilityWe get into why words like “family” can quietly undermine accountability, and how Triad built a shared language that made expectations clear and culture self-sustaining.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: The Enneagram Cheat SheetDownload here: https://bradleyjohnson.com/157SHOW NOTEShttps://bradleyjohnson.com/157FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02265233532See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com

Roger Knecht and Mary Delaney, CEO of Karbon, discuss the cultural shift of AI in accounting. Learn how to leverage AI-powered accounting software and transform your firm's operations. This episode offers practical advice for accounting professionals looking to build premier firms and embrace technological advancements. In This Episode: 00:00 Introduction to Karbon & AI in Accounting 04:03 AI: A Cultural Shift for Firms 09:44 Practical AI Applications in Accounting 14:20 AI's Role in Advisory & Value-Based Pricing 19:24 Impactful Client Relationships: Joe's Story 26:49 Thriving in Accounting: Mindset & Future 35:54 Gratitude and Closing Thoughts Key Takeaways: Leverage existing software partners to integrate AI into your accounting practice. Cultivate a culture of AI adoption within your firm through training and leadership. Transition from historical analysis to forward-thinking CFO advisory services for clients. Understand and communicate your value to clients to implement value-based pricing effectively. Prioritize client relationships and proactive communication to make a meaningful impact on small businesses. Featured Quotes: "AI doesn't just change the tools or technology in the firm. It changes habits, expectations, roles, and the defined outcomes of the people that are using it." — Mary Delaney "The accounting bookkeeper community people believe that all boats rise together, that there's a reason to help others." — Mary Delaney "We are powered by small businesses. To me, the accounting and bookkeeping profession is really the power behind small businesses." — Mary Delaney Behind the Story: Mary Delaney, CEO of Karbon, shares her vision for the accounting profession, emphasizing the critical role of AI in moving beyond transactional tasks to a more advisory, client-facing approach. She illustrates this with stories of accountants making profound differences in their clients' lives, highlighting the relational aspect of the profession. The discussion underscores the importance of leadership in driving cultural change and embracing technology to enhance efficiency and client value. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Karbon isn't just another tool—it's embedding AI into the very infrastructure of how accounting firms work. It simplifies daily tasks, reduces manual work, and frees up teams to focus on higher-value advisory services. Listeners can learn more or book a demo at karbonhq.com.    Download Karbon's 2025 State of AI in Accounting Report to explore how AI is transforming accounting firms and where the biggest opportunities lie. (https://karbonhq.com/resources/state-of-ai-accounting-report-2025/)    Download Karbon's 2025 Practice Excellence Report for Accounting Firms for a roadmap that guides accounting firms on their journey to practice excellence. (https://karbonhq.com/practice-excellence/)    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

 Emily Laidlaw is the Canada Research Chair in cybersecurity law at the University of Calgary. Learn more about your ad choices. Visit megaphone.fm/adchoices

My planner of 20 plus years has struck out on his own with a large fiduciary firm and would like me to move my money to his new company. Should I? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode of Building the Billion Dollar Business, host Ray Sclafani breaks down six practical ways financial advisory firms can fuel organic growth, the most reliable indicator of long-term firm health.Organic growth goes beyond market-driven AUM increases. It reflects a firm's ability to consistently attract new client relationships, deepen existing ones, and create a repeatable, scalable growth engine. Ray explains why firms that win new households outperform peers in revenue, enterprise value, and advisor productivity, yet still underinvest time and resources in client acquisition.The result is a clear roadmap for firms that want to move from opportunistic growth to a self-sustaining, institutionalized client acquisition model.Key Takeaways Organic growth is one of the clearest indicators of an advisory firm's long-term health and sustainability.Firms that consistently attract new client households outperform peers in revenue, enterprise value, and productivity.A focused, consistent value proposition strengthens marketing effectiveness and client relevance.CRM systems should be actively used to track opportunities, heirs, and wallet-share expansion.Firms that embed growth into their culture create repeatable and scalable client acquisition engines.Questions Financial Advisors Often AskQ: What is organic growth in a financial advisory firm?A: Organic growth reflects a firm's ability to deepen existing client relationships and consistently attract new client relationships, rather than relying solely on market performance or external acquisitions.Q: Why is organic growth important for wealth management firms?A: Organic growth enables firms to expand capabilities, increase capacity, reinvest in client value, and build a scalable, self-sustaining business. Firms that consistently attract new clients outperform peers in key performance areas.Q: What is a Loyal Client Advocate (LCA)?A: Loyal Client Advocates are clients who are vocal supporters and active connectors. They often generate referrals and play a critical role in helping firms grow through trusted introductions.Q: Why should advisory firms move away from the “eat what you kill” model?A: Organic growth works best as a team-based effort. The most effective firms divide responsibilities for lead generation, nurturing, and closing, allowing advisors to focus on their strengths rather than operating independently.Q: How does CRM support organic growth?A: CRM systems help firms track opportunities with current clients, heirs, and future inheritors. Regularly reviewing CRM reports ensures growth opportunities don't fall through the cracks.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.

In this episode of Accounting Voices, Rob Brown discusses key predictions for the accounting profession in 2026 based on insights from 48 industry leaders. The conversation covers themes of automation, revenue shifts from compliance to advisory, the integration of AI in accounting practices, talent sustainability, and the ongoing trend of consolidation within the industry. The episode emphasizes the need for firms to adapt to rapid changes and prepare for future challenges, particularly during busy seasons.TakeawaysThe month-end close process will be automated by 2026.Audits will be completed in under five hours.Advisory revenue is set to surpass compliance revenue.Firms will budget for AI as they do for headcount.AI will become the first staff accountant in firms.50% of firms will use AI assistance systematically.Consolidation in the industry will intensify.Busy seasons will continue to be challenging for firms.Change is inevitable in the accounting profession.Firms must stay relevant and adapt to new trends.You can watch this on YouTube here: https://youtu.be/z-4VrkN3KscCome and join our Accounting Voices Collective on Linkedin to find out more about our shows and virtual networking events: https://www.linkedin.com/company/accounting-voices◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Voices Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. Host Rob Brown delivers insights to help professionals strengthen their personal brand, stay informed about industry changes and navigate disruptive forces affecting accounting business models and trends. Check out the show on your preferred podcast app or platform, or go to the Accounting Voices YouTube channel for all of the episodes in video format. https://www.youtube.com/@accountingvoicesRob 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/therobbrownIf 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.

In this episode of Take the Stage, Brad Bialy sits down with Nicole Krensky to break down how AI is separating the leaders from the laggards in staffing and what firms must do now to stay competitive. About the Guest Nicole Krensky is Director of Product Marketing at Bullhorn, where she leads go-to-market strategy for Amplify, Automation, and Search & Match. With nearly a decade in tech marketing and deep exposure to AI adoption across staffing firms, Nicole works directly with companies navigating the shift toward AI-powered recruiting. Key Takeaways AI adoption is no longer optional—it's operational. The pack is already separating. Automation amplifies recruiters; it doesn't replace them. Database depth is a competitive weapon. Curiosity with action beats hesitation. Timestamps [00:39] – How AI is reshaping staffing firms [02:25] – The evolving role of the modern recruiter [05:12] – Leading AI adoption without team resistance [09:26] – Using AI to drive recruiting firm growth [12:10] – Why AI creates competitive advantage [13:11] – Best first step for AI in recruiting [16:10] – Eliminating the resume black hole with AI [18:30] – Improving candidate experience through automation [23:53] – Quick-win AI tools for recruiter productivity [28:35] – Increasing recruiter output with AI workflows [31:57] – Cleaning and leveraging your staffing database [35:44] – Advanced AI strategy for staffing leadership About the Host Brad Bialy is a trusted voice and highly sought-after speaker in the staffing and recruiting industry, known for helping firms grow through integrated marketing, sales, and recruiting strategies. With over 13 years at Haley Marketing and a proven track record guiding hundreds of firms, Brad brings deep expertise and a fresh, actionable perspective to every engagement. He's the host of Take the Stage and InSights, two of the staffing industry's leading podcasts with more than 200,000 downloads. Sponsors and Offers Heard Take the Stage is presented by Haley Marketing. For a limited time, we're offering 50% off a brand new staffing website. Just message Brad Bialy on LinkedIn and mention the Crazy Website Promo. Book a 30-minute business and marketing consultation with host Brad Bialy: https://bit.ly/Bialy30 Benefits in a Card helps staffing firms offer meaningful benefits to their entire workforce through flexible, unbundled plans designed for high-turnover environments—making it easier to control costs, improve retention, and stay competitive. https://www.BenefitsInACard.com TRICOM partners with staffing firms as an asset-based lender and full-service back-office provider, helping owners scale confidently by reducing risk and easing the operational strain of payroll, cash flow, and administration. https://www.tricom.com

Top firms have stopped posting jobs entirely. They found a faster path: workforce leasing connects them with verified technical experts in days, delivering premium skills without permanent headcount, administrative chaos, or budget-breaking salaries.Learn more: https://www.optimo-jobcorner.ch/ Optimo Jobcorner City: Winterthur Address: 11 Franz Burckhardt-Strasse Website: https://www.optimo-jobcorner.ch

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - including what advisors often misunderstand about control, exit clauses, valuation multiples, and long-term implications.Frank explains why even a 10–20% minority stake effectively creates a partner in your business - whether you think of it that way or not - and why advisors must think beyond the upfront check and consider the unwind scenario before signing anything.They also explain the difference between taking a transition loan versus selling equity - and why one is far easier to reverse if things don't go as planned.Key questions explored in this episode:What does selling a minority stake actually mean for control?Even at 10–20%, you now have a financial partner whose incentives may influence hiring, spending, technology, and growth strategy.Is there usually an exit clause?In many cases, especially with smaller RIAs, there may be little to no unwind option. Larger firms may offer buyback terms — but often at a higher multiple if you've grown.Why are broker-dealers offering these deals now?Firms are looking to accelerate growth beyond the industry's typical 5% net new asset growth rate and to retain advisors long term.If you're a financial advisor considering selling 10–30% of your practice - or being approached with a “sell and stay” offer - this episode will help you think through the long-term consequences before you sign.Chapters:01:06 – Episode Intro03:12 – Advisor Concerns04:45 – Revenue vs Profit Share06:02 – You Now Have a Partner06:59 – Exit Clauses Explained10:16 – Control & Fees14:09 – Growth Expectations18:25 – Why Firms Invest25:28 – Don't Decide on MoneyLearn more about Elite and our resources:Elite Consulting Partners | Financial Advisor Transitionshttps://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisorshttps://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers & Acquisitionshttps://eliteadvisorsuccessions.comJEDI Database Solutions | Technology Solutions for Advisorshttps://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/

Stephen Grootes speaks to Kumba CEO, Mpumi Zikalala about Kumba’s strong 2025 performance, the rising demand for premium lump iron-ore, and how the UHDMS project is set to further elevate the company’s product quality and market advantage. In other interviews, the Head of Cartels at the Competition Commission breaks down the findings against PG Glass and Glasfit, explaining the alleged long‑running price‑fixing cartel and what it could mean for consumers and the broader automotive‑glass industry. 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/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

AP's Lisa Dwyer reports on research showing Tariffs are hitting the bottom line.

Gregory Copley reports Nigerian President Tinubu advocates for an African credit rating agency to reduce reliance on external assessments from firms like Moody's, reflecting growing desire for statistical independence and better quantification of local economies to attract investment.1910 BRUSSELS CATHEDRAL

In this first part of a two-part series, Jeff and Luca explore how different types of service-oriented engineering organizations should focus their learning and improvement efforts. Drawing from their consulting experience, they examine three distinct categories: product development firms that turn client ideas into reality, engineering development firms that sell specialized technical expertise, and solo engineers who package all necessary knowledge into one person.The core insight: what you should focus on learning depends entirely on what you're actually selling. Product development firms need to master the entire client journey and product design process, not just engineering excellence. Engineering development firms must become technical wizards in a specific domain that clients actually value. Solo engineers face the challenge of needing deep expertise while wearing every business hat. Across all three types, the common traps are the same: focusing too much on craft and too little on client experience, failing to specialize, and not investing enough in teaching as marketing.Throughout the discussion, Jeff and Luca emphasize that for service firms, you are the product - and that changes everything about where you should direct your improvement efforts. The conversation is grounded in real experiences, including some cautionary tales about firms that tried to be everything to everyone.Key Topics[00:00] Introduction: Two-part series on engineering organizations and their different focuses[02:30] Overview of the framework: Service firms vs. product-building companies[05:15] Product development firms: Why engineering excellence isn't enough[08:45] The critical importance of product design and client guidance over pure engineering[12:20] Process-level learning: Shortening cycle times and enabling rapid prototyping[15:40] The Irinos example: In-house board manufacturing to tighten feedback loops[18:30] Requirements will always change - designing for learning, not perfection[21:00] The danger of being a generalist: Why specialization matters for service firms[24:15] Engineering development firms: Selling technical expertise, not complete products[27:45] Technology-focused learning: Going deep on specific technical capabilities[30:20] The trap of becoming a commodity: Why domain expertise beats technology alone[33:40] The forklift invoice review example: You can't specialize too narrowly[35:30] Solo engineers: The complete package vs. temporary employee trap[39:00] Common failures across all service firms: Too much craft focus, too little client experience and marketing[41:30] Teaching as the best form of marketing for technical service firmsNotable Quotes"The customers don't actually hire them for their engineering skills. They are sort of a given. But what such a product development firm should offer the client is guiding them through the development process, which they don't have enough skills for to do it on their own." — Luca"Engineering is not the point. The unit of work is delivering a working product to the client that satisfies their business case, that has a reasonable cost to manufacture, and that you feel confident your own client has validated their market." — Jeff"It's not that engineering is irrelevant, but rather that it's table stakes. This is just taken for granted, but what such a product development firm should offer is guiding them through the development process." — Luca"You almost can't be narrow enough. I remember our friend Philip Morgan having this example of a company that specializes in reviewing invoices of forklift repairs. This is what they do. They review forklift repair invoices. And they're doing very well apparently." — Luca"Teaching and giving information and solving problems publicly is the best form of marketing. It's not advertising. It's building trust with an audience." — JeffResources MentionedIDEO - Prototypical design firm mentioned as an example of companies specializing in product designIRNAS - Product development firm with in-house board manufacturing capabilities, featured in previous episodes, exemplifying tight feedback loopsPhilip Morgan - Consultant and friend mentioned for his example about specialization (forklift invoice review company)Jeff Gable's website - Jeff's consulting services for medical device software development and advisoryLuca Ingianni's website - Luca's training products and resources for embedded systems, IoT, and AIConnect With UsStay tuned for Part 2, where we'll explore organizations that build products and what they should focus on when the market decidesIf you're in the medical device industry and need help with embedded software - either writing it or navigating the regulatory landscape - reach out to Jeff at jeffgable.comCheck out Luca's training products for embedded systems, IoT, and AI at luca.engineerReflect on your own organization: Are you focusing on the right things for the type of service firm you are? Are you specializing enough? You can find Jeff at https://jeffgable.com.You can find Luca at https://luca.engineer.Want to join the agile Embedded Slack? Click hereAre you looking for embedded-focused trainings? Head to https://agileembedded.academy/Ryan Torvik and Luca have started the Embedded AI podcast, check it out at https://embeddedaipodcast.com/

In this episode, Ray Sclafani challenges financial advisory teams to confront a hard truth: growth is revealed through behavior, not intentions. While many firms talk about growth, few operate in true “growth mode.” Instead, they rely on capital market appreciation, passive referrals, and overextended teams, which creates the illusion of growth rather than sustainable, controllable expansion.Ray walks through 10 common missteps even top-performing advisory teams make, from confusing revenue growth with organic growth to underinvesting in marketing, capacity, and next-generation leaders. He emphasizes that real growth requires intentional planning, shared alignment, measurable client acquisition strategies, proactive hiring, and consistent execution.Key Takeaways What your firm does day-to-day matters more than what it says in vision decks.Organic growth comes from new ideal clients and expanded wallet share.Teams must define growth together. Misalignment on what “growth” means is a primary cause of ensemble breakdowns.Firms operating at full capacity cannot grow without proactive hiring and role clarity.Leading indicators matter more than lagging ones.Questions Financial Advisors Often AskQ: What is the difference between revenue growth and organic growth?A: Revenue growth driven by capital market appreciation is not growth you can control. Organic growth comes from acquiring new ideal clients and expanding wallet share with existing clients.Q: Why is a client acquisition plan essential for growth?A: Without a documented and measurable client acquisition plan, referrals become sporadic, follow-ups are inconsistent, and the pipeline lacks reliability.Q: What metrics should growth-oriented advisory firms track?A: Firms should track leading indicators such as the number of new clients onboarded, revenue per new ideal client, close rates, and time in the pipeline, not just AUM or revenue.Q: How much should financial advisors invest in marketing for growth?A: Studies referenced suggest investing approximately 5–7% of gross revenue into marketing and growth initiatives for firms operating in true growth mode.Q: Why is next-generation development critical to growth?A: Without actively developing future growth leaders, firms are not preparing for sustained expansion or long-term succession.Q: How often should advisory firms review their growth strategy?A: Growth-oriented firms review strategic priorities quarterly, course-correct intentionally, and ensure every team member understands their role in executing the organic growth plan.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.

Welcome to It Was What It Was, the football history podcast. In this first part of a two-part special on football hooliganism, co-hosts Jonathan Wilson and Rob Draper are joined by special guest Cass Pennant - former West Ham United Inter City Firm member who later became an author and film producer. They discuss director Ian Stuttard (known as “Butch”) and his 1985 groundbreaking documentary 'Hooligan', which challenged the stereotype of hooligans. Cass explains how Stuttard earned access by spending months with the ICF without a camera, building trust, and later filming from inside the action. The episode also covers the Thatcher-era context, the film's controversial release and its wider impact on how 'firms' were understood. We finish the episode with Cass reflecting on Stuttard's wider documentary career, their later partnership in a production company, and Stuttard's lasting legacy. Join us next week for the history of football hooliganism.You can listen to this episode ad-free over on our Patreon - Follow the link here - or go to Patreon.com and search for It Was What It Was. You will also get access to our World Cup countdown, magazine retrospectives and bonus episodes as well as a monthly Q&A with Rob and Jonathan.00:38 Introducing Cass Pennant and the Documentary03:21 How Ian Stuttard Got Access to the ICF11:08 Trust Test: A Year With No Camera15:28 1985 Context: Thatcher's Britain, Youth Culture, and Misread ‘Casuals'24:19 Inside the Footage: Street Fighting, Early Video Cameras, and Codes of Conduct26:23 Butch's War-Correspondent Mindset33:22 Back in the Studio: How ‘Hooligan' Got Its Unfiltered Authenticity34:02 Pre-Broadcast Panic: Calls to Ban the Film & Fears of Copycats40:18 From Gangs to ‘Firms'45:33 Inside Whitehall: Giving Evidence to the Popplewell Inquiry54:59 Why It Faded: Fans Wanting Out, Politics, Policing & the Premier League Era58:42 Stuttard's Legacy: Funeral Reflections, Final Bucket List Match & Lasting Impact Hosted on Acast. See acast.com/privacy for more information.

Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year's best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant's take on Carvana's too-good-to-be-true margins.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncFutureViews System - http://accountingpodcast.promo/bezChapters(01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today's Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How the Rankings Work: Sample Size, Methodology & Office Variance (19:28) - Service Lines Compared: Tax vs Audit vs Advisory Satisfaction Trends (22:28) - Hours Worked Rankings + Do Hours Actually Drive Happiness? (25:04) - Where the Big Four Land: Satisfaction & Hours Benchmarks (26:51) - AI Disruption Debate: “Every PWC Webpage Is a $10B Startup” Tweet (28:47) - AI Startups vs QuickBooks: The SaaS Attack Cycle Restarts (29:55) - Hazel AI Shakes Wealth Management: Tax Planning at Scale (32:19) - Consumers Trust AI Money Advice + A Withholding/W-4 Use Case (35:11) - “Good Enough” AI: How Firms Can Productize & Review AI Work (36:38) - What Humans Still Do: Taste, Comfort, and Serving the Underserved (41:51) - Intuit & Xero Stocks Drop: CEOs Defend the Data-and-Trust Moat (45:11) - TurboTax Disruption? Building Tax Engines with AI Agents (46:52) - Vibe Coding Reality Check: Small Tools Now, ERPs Much Later (51:32) - Carvana Accounting Red Flags: When Margins Don't Add Up (56:04) - Wrap-Up: Big Four Transparency + CPE Credits via Earmark  Show NotesValentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/ Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/ AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/ Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai 82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026 https://www.tikr.com/blog/intuit-is-down-33-year-to-date-heres-where-the-stock-could-be-headed-in-2028 Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/ Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/ I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/ AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding What's actually driving Carvana's margins? https://www.cfo.com/news/whats-actually-driving-carvana-margins-ernie-garcia-drivetime-bridgecrest-zach-shefska-ray-shefska-/810911/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 sponsori...

In this episode, Steve Fretzin and Ted DeBettencourt discuss:Making prospects feel heard before they hireFixing intake as the real growth leverOptimizing website conversion channelsAdopting a builder's mindset in business development Key Takeaways:Emotional needs matter as much as legal expertise when someone is choosing a lawyer. If prospects do not feel listened to or cared for, they continue shopping. Human connection is often the deciding factor in a crowded legal marketplace.Many firms invest heavily in marketing but lose revenue at the intake stage. Speed of response determines success, as delays of even 24 hours can cost the case. Clear criteria for qualified leads protect attorney time and improve conversion rates.Law firm websites must make contact effortless through visible phone numbers, live chat, text, and forms. Human-powered chat and SMS are increasingly driving higher engagement and signed cases. Firms that reduce friction in communication dramatically improve conversion outcomes.Opportunities rarely arrive on their own, even with strong credentials. Growth begins when professionals stop waiting and start creating value. Taking initiative and solving real problems can open entirely new career paths. "Running a law firm 101: don't answer your own phone, because you're never getting any work done." — Ted DeBettencourt Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/Lawyer.com: https://www.lawyer.com Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Ted DeBettencourt: Ted DeBettencourt is the founder and CEO of Juvo Leads, a human-powered intake and chat service helping law firms convert more website visitors into signed clients. With a JD/MBA background, Ted shifted from pursuing traditional legal roles to building solutions that improve law firm marketing and intake performance. He focuses on speed, connection, and ensuring prospects feel heard — proving that human engagement remains a powerful differentiator in a digital world. Connect with Ted DeBettencourt: Website: https://juvoleads.com/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911

In this podcast, Greg Voisen sits down with visionary thought leader Raj Sisodia to discuss his provocative and deeply personal new book, "Healing Leaders: 7 Steps to Recovery of Self." Shifting away from traditional business tactics, Sisodia reveals a startling truth: most corporate suffering is "unintentional," stemming from leaders who have yet to heal their own internal wounds. Drawing from his transformative experiences with indigenous shamans in the Amazon and silent retreats in the Himalayas, Sisodia explains how a leader's "cracked open" heart is actually the key to a thriving organization. This conversation serves as a wake-up call for anyone at the top who feels the weight of stress and burnout, offering a roadmap to trade ego-driven tyranny for a leadership style rooted in love and wholeness.

Shoot us a Text.Episode #1268: Today we cover Lithia's reluctance to sell Chinese brands in the U.S., Stellantis quietly bringing diesel back to Europe as EV demand cools, and how companies like Canva and Meta are now testing job candidates on how well they use AI instead of banning it.Show Notes with links: Lithia Motors CEO Bryan DeBoer signaled the company is not planning to be an early retailer of Chinese vehicles in the U.S. or Canada, citing the lack of a built-in service base to support long-term profitability.DeBoer said without an established fleet of vehicles on the road, new Chinese brands would not provide the recurring service traffic dealerships rely on.After-sales generated 41% of Lithia's gross profit in 2025 with a 58% gross margin.Lithia currently sells several Chinese brands in the U.K., including BYD, MG, Chery, Leapmotor and Jaecoo, across a “double-digit” number of stores.DeBoer said entering the U.S. market would require a broader partnership with a Chinese automaker, including greater control over after-sales operations and potentially pricing, in order to make the economics work without an existing service base.Stellantis is quietly reintroducing diesel engines across at least seven models in Europe, positioning the automaker against Chinese EV competitors and responds to sustained customer demand.Diesel accounted for just 7.7% of European new car sales in 2025, compared to 19.5% for fully electric vehicles, but remains a lower-cost alternative for high-mileage and towing customers.Chris Knapman, CarGurus UK editorial director: “If you're a European brand looking to differentiate yourself, diesel is an area where you could have a competitive advantage over those newer brands.”A growing number of companies are no longer trying to prevent candidates from using AI during interviews — they're encouraging it. Firms like Canva, Meta and McKinsey are redesigning hiring processes to evaluate how well applicants work with AI tools.Canva reworked technical interviews to allow — and expect — AI use, focusing on complex problems where candidates must show how they interact with the tool, not just the output.Candidates share their screens or submit AI chat transcripts so interviewers can evaluate judgment, iteration and decision-making.Arcade, an IT startup, now expects candidates to use AI in take-home exercises, emphasizing a candidate's “taste” and ability to refine AI-generated work.Meta is developing AI-assisted coding interviews, and McKinsey is piloting case interviews using its internal AI tool, Lilli.“What we're testing for now … is an ability to harness that power, to control that power — to kind of ride the dragon,” said Canva CTO Brendan Humphreys.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Austin Hunt from Legal Guardian Digital helps law firms win visibility in search, and he believes the rules have already changed. Firms that still think SEO ends with Google rankings miss where cases increasingly originate: AI tools that summarize, recommend, and decide which firms people see. In this episode, Austin explains how AI systems like ChatGPT and Google Overviews decide which law firms appear, why the same signals still drive both SEO and AI visibility, and what PI firms need to change now to avoid disappearing from search altogether. You'll learn: How AI decides which law firms it recommends. Why content structure matters more than length. How directories and reviews influence AI visibility. What firms should fix now before competitors adapt. If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: pimcon.org Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

If you've ever looked around your workplace and thought, "There has to be a better way to do this," you're not alone. Many physicians see inefficiencies, gaps in care, and systems that don't truly serve patients—but feel powerless to change them from the inside. In today's episode, I'm thrilled to welcome back Dr. Alison Curfman, pediatric emergency medicine physician, co-founder of Imagine Pediatrics, and founder of Startup Physicians. Alison previously shared her remarkable journey from frontline medicine into the startup and venture capital world, and today she's back to help demystify how any physician can use their expertise to consult with startups—without giving up clinical work. We talk about what these roles actually look like, who qualifies (spoiler: almost everyone), and how physicians can begin building meaningful, paid advisory work that creates real impact. Whether you're early in training, mid-career, clinically inactive, or nearing retirement, this conversation will expand your sense of what's possible. And if this topic resonates, be sure to listen through to the end. We're hosting a free live webinar together on Wednesday, February 25th, 2026, where we'll go much deeper into the step-by-step process of breaking into startup consulting. In this episode we're talking about: Why physicians are uniquely valuable to startups and venture firms The different ways doctors can consult (advisory, product design, research, policy, and more) Whether you need to be clinically active, board-certified, or mid-career to qualify How residents, fellows, and retirees can all find opportunities in this space Why early roles may involve equity or lower pay—and why that's often worth it How physicians actually find and connect with startup opportunities Why this work feels so energizing and meaningful for many doctors Links for this episode: Alison Curfman MD Startup Physicians Startup Physicians Launchpad – A 12-week physician-only program with self-paced modules, live coaching, and a private community that teaches you how to turn your clinical expertise into paid advisory work. *Disclaimer: I am an affiliate of this program which means if you sign up through my link, I may receive a small commission at no additional cost to you. I only recommend programs I truly believe in, and this one is a great fit for physicians exploring non-clinical opportunities. Episode 192: Refusing to Take No for an Answer: A PediER Doctor's Journey to Help Kids with Complex Medical Needs with Dr. Alison Curfman Join us for here for a Webinar with Heather Fork and Dr. Alison Curfman!

The Dow hit a new record, but the Nasdaq was down. Plus: Spotify shares rose after their quarterly results beat expectations. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices