Podcasts about firms

Are you using your technology to its fullest potential? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christopher Johnson, CEO of TrigaByte Technologies, who delves into the challenges wealth management firms face when integrating technology and maximizing its potential. With 30 years of experience, Chris shares his journey from working as a compliance officer to founding Trigger Byte, where he helps advisors leverage technology for greater efficiency and client satisfaction. Chris discusses everything from client onboarding to the rise of AI in wealth management, offering actionable insights for firms looking to scale smarter. Key Takeaways: → Why the biggest challenge in wealth management is effectively integrating and using technology. → How optimizing tech usage helps firms increase their ROI. → How AI is the future of automating client interactions and tasks for wealth management firms. → Why wealth management firms are shifting from commission-based models to fee-for-service models. → Why it's vital to choose and implement technology that fits a firm's specific needs. Christopher Johnson has spent over 30 years in the financial services industry, leading, growing, and guiding wealth management firms through both change and opportunity. With deep expertise in building strong operational foundations and scalable infrastructure, Chris understands what advisory offices need to truly thrive. He believes that when the right tools and technology are applied intentionally, they do more than improve efficiency—they create space for purposeful growth, elevate the client experience, and enhance team performance. Passionate about helping advisors reach their full potential, Chris works closely with firms to streamline processes, optimize existing systems, and deliver exceptional service at every stage of their evolution. Connect With Christopher: Website: https://www.trigabytetech.com/ LinkedIn: https://www.linkedin.com/in/christrigabytetech/ Learn more about your ad choices. Visit megaphone.fm/adchoices

00:00 Intro0050:U.S. Firms Leaving China, Despite Tariff Truce03:02 European Firms Move Supply Chains Out of China03:47 Chipmaker's China Branch Goes Rogue06:40 Prosecutors: Linda Sun Helped Husband Make Money in China09:09 CCP Grants for American Schools in the Spotlight11:00 FBI Director Vows to Hold China Accountable15:02 151 Confirmed Dead, Beijing Warns Against Protests17:23 Two Mainland Chinese Manufacturers in the Spotlight18:01 Taiwanese Airline Offers to Do Surveillance Flights20:53 Students Ask Taiwan President: Will the CCP Attack?

Episode 121: This week, Kyle Van Pelt talks with Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Since founding BIP Capital, Mark has helped shape the firm into one of the most active and respected investment brands outside Silicon Valley. He's also spearheaded several of its most forward-thinking initiatives, from a private-equity Evergreen BDC to a proprietary deep-data AI platform and a Performance Engineering framework built to create category-leading companies and deliver premium exits. Mark and Kyle explore what it takes to build a wealth advisory practice that blends growth, service, and innovation. Mark explains the regulatory and educational hurdles that have historically kept most individuals at arm's length from the innovation economy—and the unconventional solution BIP created to bridge that gap. He also breaks down how BIP adapted “performance engineering” principles from its tech portfolio to transform business culture and fuel record-breaking growth in the wealth management space. In this episode: (00:00) - Intro (02:30) - Mark's money moment (08:50) - Why individuals struggle to access private markets (15:08) - How BIP connects investors to alternative and private market opportunities (23:32) - Bringing “performance engineering” into BIP's business strategy (27:46) - The challenge of building a sales culture on top of a service culture (31:43) - The internal and external tech stack powering BIP's growth (37:15) - Mark's outlook on the future of financial services (43:16) - Mark's Milemarker minute Key Takeaways A sales culture can enhance—not replace—service excellence. A strong service-driven culture doesn't conflict with growth. When layered thoughtfully, a disciplined sales and marketing process amplifies the value you deliver while expanding your firm's reach. The traditional advisory value proposition isn't enough. As the industry becomes more complex and competitive, simple asset allocation or basic planning won't consistently attract or retain clients. Advisors need differentiated value supported by expertise, technology, and innovation. Technology is a strategic advantage when you control it. Building or owning your tech and data enables better decisions, stronger efficiency, and a better client experience—especially as AI accelerates what's possible. Innovation removes structural barriers. Regulation, access limitations, and operational friction often hold back growth. Firms that find creative ways to overcome those barriers can separate themselves from competitors and unlock new opportunities. Quotes "The market shifted. Traditional advisors that provide basic asset allocation and some basic planning are not enough to win and keep business consistently." ~ Mark Buffington "In a world where advisors are increasingly under competitive pressure, how do we give them an advantage? Technologically, with AI and with private market products, and in ways that integrate with their workflows." ~ Mark Buffington "We are in the advice business, but we're also in the worry elimination business. The real value to individuals with complex lives, who are raising kids and trying to manage their own careers, is to take that worry and concern off their plates." ~ Mark Buffington Links  Mark Buffington on LinkedIn Bill Harris BIP Capital BIP Ventures BIP Wealth iCapital CAIS Charles Schwab Christy Johnson Andrew Somoza Hart Williford Tamarac | Envestnet Orion Advisor Solutions Envestnet | MoneyGuide eMoney Advisor Plaid Skin in the Game Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

Firms that translate AI-driven data into clear insight will lead the next era of advisory. By Rory Henry CFP®, BFA™For CPA TrendlinesFew people have been able to bridge the gap between emerging technology and the accounting profession the way Dr. Sean Stein Smith does. A CPA, researcher, Forbes contributor, and professor at Lehman College, Stein Smith serves on the advisory board of the Wall Street Blockchain Alliance and has spent more than a decade helping practitioners make sense of blockchain, crypto, and artificial intelligence.  MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management MORE Dr. Sean Stein Smith | Crypto Tax Planning – Beyond the Basics & What Practitioners Need to Know Going Forward | Dec. 11, 12:30 p.m. ET | On-Demand “The whole blockchain conversation has moved from the back burner to the front [burner],” he says. “Every major financial institution is entering the on-chain space.”And CPAs can no longer afford to ignore it.  

In this episode of CTRMradio we talk to Value Creed's Rathin Gupta about the trend for European energy firms to open trading operations in the USA and what that means in terms of their ETRM infrastructure. What are the challenges and what is driving this trend? Our thanks to Rathin Gupta for being our guest today. Please do subscribe to our channel to stay up to date with our content.

After a large-scale fire broke out in the Saganoseki district of the city of Oita in the namesake prefecture in southwestern Japan, many companies and prominent figures with ties to the region have announced donations and other aid to support recovery efforts.

In this episode of Business Lunch, we dive into the critical 90 to 100-day period following a private equity acquisition, emphasizing the need for rapid, auditable value creation. It outlines a strategic framework for CFOs, detailing tactical moves to achieve immediate financial impact while integrating lean thinking principles to eliminate waste and enhance operational efficiency. The discussion also highlights the importance of human behavior in executing these strategies effectively.Chapters00:00 The Critical 90-Day Sprint10:05 Strategic Framework for CFOs18:37 Tactical Moves for Immediate ImpactSpecial AnnouncementAfter 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault here: Go to the vaultConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

In this timely episode of The Eric Coffey Show, Eric sits down with Danielle and Amy to unpack what small businesses should be doing right now as the shutdown slows federal acquisition. They break down the practical moves contractors can execute today—strategic partnerships, diversifying into state and commercial markets, staying visible online, and tightening your brand and capability positioning. The panel also stresses the importance of joining (or creating) think tanks, keeping LinkedIn current, tracking regulatory changes, and sharpening your understanding of your customer as agencies prepare for major reorganizations once the government reopens. Key Takeaways Diversify & Pivot: Explore state, local, commercial, and adjacent markets to keep revenue flowing while federal spending slows. Stay Visible: Keep networking, update LinkedIn and capabilities, and join (or build) think tanks to expand your circle and opportunities. Prepare for the Reopen: Monitor regulatory changes, study agency reorganizations, and understand your customer deeply so you're ready the moment doors open. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Watch the full Youtube Live here: https://www.youtube.com/live/c7fV-oJd74k

Official data shows profits of China's major industrial firms increased 1.9 percent year on year in the first 10 months of this year. From January to October, major industrial firms involved in equipment manufacturing saw a steady growth of 7.8 percent for their profits.

HEADLINES: BIR files charges against firms for ghost flood control projects in Bulacan | Nov. 28, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

NEWS: BIR files charges against firms for ghost flood control projects in Bulacan | Nov. 28, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Construction BD expert Ken Harms joins me to break down the rise of the Doer–Seller model — a relationship-driven approach where project managers and superintendents help win work by serving clients, asking better questions, and building long-term trust. We unpack how owners' expectations have shifted, why the rainmaker era is over, how to train introverted technical pros to engage confidently, and why firms that ignore this model will be trapped in low-bid work. If you want more negotiated work, more repeat clients, and teams who know how to build trust on and off the job, this episode delivers the roadmap. Ken's links:Website: www.kenharms.com LinkedIn: linkedin.com/in/kenneth-harms-12b56629/

On today's episode, Editor in Chief Sarah Wheeler talks with Lead Analyst Logan Mohtashami about housing demand firming up and what to expect from mortgage rates as we head into the holidays. Related to this episode: Total pending home sales reach multiyear high with mortgage rates near 6% ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More info about HousingWire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To learn more about Trust & Will, click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.

In this episode of The Thrivecast, Jason Blumer interviews Heath Alloway, Growth Partner at Sorren, who brings extensive experience from BKD and the Upstream Academy. Heath introduces a transformative framework he calls the "four pillars of success": culture, people, clients, and wise growth. This sequencing is deliberate—growth sits last because it exists to fuel the other three, challenging the profession's tendency to pursue revenue targets disconnected from organizational health. Heath draws a critical distinction between healthy and unhealthy growth. Firms growing too rapidly with misaligned clients experience culture rot, elevated turnover, and declining engagement, while strategic growth creates space to say yes to the right opportunities and invest meaningfully in team development. He addresses a counterintuitive reality: humans process thousands of thoughts daily, with 80% skewing negative and 95% being repetitive. Heath advocates for fundamental reorientation, asking: "When you think about the future, if it hasn't happened yet, why would you choose to think about everything that could go wrong?" This shift from defensive positioning to intentional optimism becomes the foundation for sustainable transformation. The conversation explores evolved approaches to business development in accounting. Heath challenges the conventional wisdom that business development belongs exclusively to partners, arguing that early exposure throughout team members' careers transforms what could be a shocking transition into natural professional evolution. He provides tactical frameworks rarely executed: identify your top three prospective clients by name (most partner groups cannot), prioritize cross-selling within existing relationships where trust already exists, and proactively request introductions from clients who genuinely want to see you succeed. His role extends beyond traditional growth activities to include facilitating strategic planning retreats and leadership development for clients—services that internal surveys identified as highly requested offerings, revealing that clients are inviting deeper partnership if firms are willing to see beyond compliance work. Heath acknowledges COVID's paradoxical gift to the profession, noting it forced changes firms should have made voluntarily: fee increases reflecting actual value, termination of misaligned client relationships, and more intentional investment in team connection. His concern is that firms might abandon these strategic gains as they return to task-focused execution, forgetting the cultural intentionality that emerged during crisis. The episode concludes with Heath reframing business development anxiety through a powerful metaphor: if you were a doctor with the cure for a rare disease, wouldn't you feel obligated to share it? Accountants possess gifts that can genuinely transform client businesses and communities, yet fear and introversion often prevent initiating the conversations where that value could be realized. His message to the profession is both challenge and invitation: "This profession will do more for you than you can ever do for it." The path forward requires moving beyond reactionary growth toward intentional design—building firms where strategic choices about clients, team development, and cultural investment align with a clearly articulated vision of who we are becoming, demonstrating that sustainable growth emerges not from grinding harder but from thinking more clearly about what we're building and why it matters.

 Sales has always been a mindset game, but as of 2025, credibility is audited in seconds: first by your attitude, then by your image, and finally by how you handle objections and deliver outcomes. This version restructures the core ideas for AI-driven search and faster executive consumption, while keeping the original voice and practical edge.  Is attitude really the master key to sales success in 2025? Yes—your inner narrative sets your outer performance curve. From Henry Ford's "whether you think you can or can't" to Dale Carnegie's focus on personal agency, top performers engineer their self-talk under pressure. Post-pandemic, the volatility of B2B buying cycles and procurement scrutiny means sellers in Japan, the US, and Europe face more "no's" before a "yes." Adopt deliberate mental scripts before client calls ("You can do this") and after setbacks ("Reset, learn, re-engage"). Layer temporal anchors—quarterly targets, weekly pipeline reviews—to keep momentum objective, not emotional. In startups and SMEs, the founder-seller's mindset colours the whole team; in multinationals, it influences cross-functional trust with legal, finance, and delivery. Do now: Write a 30-second pre-call mantra and a 60-second post-call reset. Repeat both for 30 days; track conversion lift in your CRM. How do I bounce back fast after rejection without losing my edge? Counter-programme negativity with immediate, structured inputs. After job loss or a blown deal, flood your cognition with high-quality content the way athletes use tape review—books, playbooks, and leader debriefs instead of doom-scrolling. Think "input replacement": replace rumination with skill-building (objection patterns, pricing frameworks). Firms like Toyota or Rakuten institutionalise retrospectives; emulate that at team scale. In APAC vs. US contexts, timelines to re-pitch can differ—use a 24–48 hour window to reframe, then re-engage stakeholders. Treat every rejection as data: log cause (timing, budget, political capital) and countermeasure (proof, pilot, reference). Do now: Create a "rejection to routine" checklist: 1) log cause, 2) choose countermeasure, 3) schedule next touch, 4) upgrade enablement asset. Which people should I avoid—and which should I seek—when my pipeline wobbles? Avoid the "whine circle"; seek performance environments. Misery compounds in sales teams when negative talk becomes a daily ritual. Protect your focus like revenue: step away from low-agency chatter and toward deal rooms, peer reviews, and customer-back sessions. The classic Glengarry Glen Ross contrast—Ricky Roma selling while others complain—remains instructive, even if your 2025 "bar" is a Zoom room. In Japanese enterprise sales, senpai-kohai norms can pressure you to join the gripe; politely decline and book a customer discovery call instead. In US/Europe, use enablement Slack channels for pattern-spotting (what's working now vs. last quarter). Do now: Time-audit one week. Replace 2 hours of complaint conversations with 2 customer conversations, a reference call, or a pilot design session. Does my image still matter when most buyers research online first? Absolutely—executive presence accelerates trust in the first 90 seconds. "Image" isn't just suits and watches; it's congruence: neat dress, crisp opening, concise agenda, and credible artefacts (case studies, pilots, references). Think "BMW energy" without the bravado: quiet competence, simple visuals, punctuality. In conservative sectors (financial services, manufacturing), formality signals reliability; in startups and creative industries, smart-casual with clean slides signals agility. Japan versus US norms diverge in attire, but converge on preparation and respect: arrive early, name roles, confirm outcomes. Keep a repeatable first-impression kit: one-page credibility sheet, short customer video, and a 15-minute discovery plan. Do now: Build a 3-item presence kit (attire checklist, one-pager, discovery plan). Rehearse your first 90 seconds until it's muscle memory. How do I sound fluent without sounding "slick" or manipulative? Use structured clarity, not theatrics. Buyers fear the "too smooth" pitch; answer crisply, invite scrutiny, and show your working. Use a simple objection map: acknowledge → clarify → evidence → confirm. Anchor with entities (benchmarks, standards, regulations) and timelines ("as of Q4 2025, compliance rules changed"). In enterprise deals, suggest a small pilot to lower risk; in SME deals, offer a 30-day milestone plan. Keep language plain English with Australian spelling—short sentences, verbs first. Record and review your calls like athletes; look for hedging, filler, and jargon. Replace with specifics and proof. Do now: Write 5 top objections with one-sentence answers and one proof each (metric, customer name, or pilot result). Practise aloud. What proves credibility over time when problems inevitably arise? Calm accountability beats charisma after the contract is signed. When delivery hits turbulence, credibility is measured by cadence (weekly updates), transparency (risk log), and persistence (closing loops). Map stakeholders: executive sponsor, user lead, procurement, security. In Japan, escalate with harmony (nemawashi) before the formal meeting; in US/Europe, publish a written corrective plan and owner names. Tie each update to outcomes (uptime, cycle time, ROI proxy). Startups: emphasise speed of fix. Multinationals: emphasise governance and documentation. The goal is partner status, not vendor status. Do now: Implement a two-line status format in every email: "What changed since last week" and "What will change before next week," plus a single risk with owner. Quick checklist — first 90 seconds with a new buyer Confirm time, agenda, and outcome. One-sentence value prop, one credible proof. Ask one context question, one metric question, one timing question. Conclusion — the three pillars work together Mindset, image, and delivery are a system, not a buffet. Get your inner voice aligned, present like a pro, and then prove it under pressure. Do those three consistently, and 2025's buyers—whether in Tokyo, Sydney, or New York—will pick you when it counts.  FAQs What should I change first if I'm overwhelmed? Start with a pre-call checklist and a 30-second mantra—both are fast and compounding. How formal should I dress in Japan vs. the US? Japan skews more formal; the US tolerates smart-casual—match the client's culture and the meeting's stakes. How do I track mindset ROI? Tag calls where you used the routine; compare conversion rate and cycle time vs. prior month. Next steps for leaders/executives Install objection maps and first-impression kits across the team. Run weekly deal reviews focused on clarity, not theatre. Standardise pilot templates and two-line status updates. Author credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan. 

Send us a textGood morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we dive into a series of significant stories shaping the future of healthcare, from innovative financing strategies to groundbreaking scientific advancements.The biotech industry in 2025 has experienced a notable shift in funding strategies, particularly through the rising trend of royalty financing. This approach, involving the exchange of future drug revenue for immediate capital, has surged to approximately $3.5 billion in disclosed upfront volume in just the first half of the year. According to health economist Julien Willard, this represents a transformative shift from a niche option to a mainstream strategy amid challenging equity and credit markets. Royalty financing provides biotech companies with a lifeline, allowing them to avoid the pitfalls of equity dilution or high-interest debt while retaining control over their clinical developments. Firms like Royalty Pharma and Healthcare Royalty Partners are at the forefront, offering upfront cash for future sales royalties, typically ranging from 2.5% to 7.5%.This trend has accelerated due to economic pressures like low stock valuations and rising interest rates, making traditional funding routes less viable. A closer look at this year's deals reveals a cautious approach among investors, who are focusing on phase 3 trials or candidates awaiting FDA approval rather than early-stage assets. Oncology takes center stage as the leading therapeutic area, accounting for about 70% of total disclosed funding, thanks to its potential for large revenue streams. Other areas like rare genetic diseases and immunology also attract significant attention.Interestingly, even large pharmaceutical companies such as Biogen have ventured into royalty financing—an unconventional move for well-capitalized firms. Biogen's collaboration with Royalty Pharma for lupus drug development illustrates innovative financial engineering by transferring clinical trial risk through milestone-tied payments. As this strategy gains traction globally, especially in cash-strapped regions like Asia, it serves as a crucial tool for companies prioritizing survival and continued innovation amidst financial uncertainties.Turning now to regulatory dynamics and strategic shifts within the industry. The legal controversy between GSK's subsidiary Tesaro and AnaptysBio over Jemperli highlights complexities in collaborative agreements within drug development. Such disputes could reshape how companies negotiate intellectual property rights and revenue sharing in future co-development deals.The FDA's investigation into Takeda's Adzynma following a pediatric patient's death underscores the critical role of post-market surveillance in drug safety. This incident could potentially impact Takeda's market position while emphasizing the need for robust adverse event monitoring systems across biopharmaceutical firms.In Australia, the government's decision to block Cosette's proposed $430 million acquisition of Mayne Pharma reflects increasing scrutiny on foreign investments in healthcare companies, prioritizing national interest. This move signals a growing trend that could reshape global M&A strategies within the sector.Meanwhile, Moderna's strategic financial maneuvering is noteworthy. By securing a $1.5 billion loan aimed at supporting its commercial and R&D endeavors with an eye on breaking even by 2028, Moderna demonstrates its commitment to diversifying its mRNA technology applications beyond COVID-19 vaccines—a move likely to influence innovation trajectories across biotech landscapes. Additionally, Moderna's decision to discontinue three clinical mRNA programs showcases strategic pipeline management amidSupport the show

Intentional Visibility for Small Architecture FirmsIn this episode of the EntreArchitect Podcast, Mark R. LePage explores the concept of intentional visibility for small architecture firms with marketing experts Katie Alessi and Kelly Donahue. Together, they unpack what it truly means to be visible in a crowded market and how small firms can strategically connect their message to the right audience. Listeners will gain clarity on how to define their ideal client and make consistent marketing decisions that support long-term growth.Katie and Kelly share real-world insights from decades of experience helping AEC firms build brands that resonate. They break down the difference between marketing and public relations, offering actionable steps for architects who feel unsure where to start. Through practical examples and approachable strategies, they show how intentional visibility can transform a firm's reputation and attract the right kind of work.The conversation also touches on the evolving role of AI in marketing and the importance of staying consistent, even when results take time. By the end, listeners will feel empowered to align their marketing efforts with their values and goals—proving that visibility isn't about shouting the loudest, but about showing up with purpose.This week at EntreArchitect Podcast, Intentional Visibility for Small Architecture Firms with Katie Alessi and Kelly Donahue.Learn more about Katie and Kelly at Trifecta Collaborative, and connect with them on LinkedIn: Katie & Kelly. Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:SpacesContext & ClarityBuild Your Brand

Power 4 Athletic Director jobs don't open too often. Baylor is one of only 4 current Power AD jobs open, with the others being Cal, Oklahoma and Colorado. This is the only one that appears to be a quick hire because it was unexpected. There have been 21 Power AD hires since 2024 with 8 of those hires coming from sitting Power ADs and 5 from deputy AD positions at Power schools.Below are many names I think will be mentioned as potential replacements. Let me be clear, I think some of these ADs would simply say no, but I suspect they'll get a call from a search firm about the opening.I am not making a prediction on the next Baylor AD as I look to transition into executive search and I want to put more emphasis on the profile of the position and potential candidates for institutions to consider – not me making predictions on what I'd do. These mentioned names are simply based on my own research and understanding of situational factors.2:00 Jeramiah Dickey - Boise State AD4:47 Wren Baker - West Virginia AD6:05 Jeremiah Donati - South Carolina AD7:15 Jared Mosley - North Texas AD9:20 Bryan Blair - Toledo AD11:25 Amy Folan - Central Michigan AD13:04 Scott Woodward13:44 Hunter Yurachek - Arkansas AD14:41 Ryan Peck - TCU Senior Deputy AD15:56 Marcus Sedberry - Wisconsin Deputy AD/COO16:52 John Daniel - Cincinnati Senior Deputy AD/COO17:50 Brady Hart - Tennessee Deputy AD/CROHigher Ed Athletics is presented by PILYTIX, an AI tech company for higher education institutions and sports organizations. Increased Donations. Fast, Effective Targeting. Improved Performance. Learn more: ⁠https://pilytix.ai/HEA has partnered with AD Vantage for AD Insights and Coaching Hires. AD Vantage empowers athletic directors with comprehensive staff data, performance analytics, and AI-powered candidate insights to make smarter hiring, compensation, and retention decisions in an era where every dollar counts. Learn more: https://www.athleticdirectorvantage.com

In today's MadTech Daily we cover Perplexity launching a tool to simplify online shopping, a Spanish court ordering Meta to pay $550m to digital media firms, and new EU probes into Meta.

In this episode, Steve Fretzin and Danielle Hendon discuss:Embracing perseveranceShifting mindsets for sustainabilityTransitioning toward flat fee modelsBalancing finances for growth Key Takeaways:Perseverance shapes long-term success by turning setbacks into momentum rather than defeat. Continuing the work is what separates progress from failure. Stopping, not struggling, is the only real loss.Firms thrive when they prioritize profitability and long-term health, ensuring they can keep serving clients with excellence. This mindset shift strengthens stability. It helps legal teams build a practice that lasts.Moving from billable hours to flat fees boosts efficiency, scale, and client trust when managed with clarity and intention. Careful rollout keeps expectations aligned. The shift can transform the client experience.Monitoring vital metrics like the rule of thirds helps maintain healthy revenue distribution and protects profitability. This supports passion projects and pro bono work. Clients benefit from transparency and lower stress. "You are never a failure until you stop trying. Everything is an opportunity to win and move forward. You haven't failed until you stop persevering. When you've given up, that's failure." —  Danielle Hendon 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/HireParalegals: https://hireparalegals.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 Danielle Hendon: Danielle Hendon is the Founder and CEO of 4 Corners CFO, where she helps small business owners make smart financial decisions. She has over a decade of experience in corporate finance and accounting, and once led an audit team through a corporate bankruptcy.Danielle believes that financial statements tell a story, not just numbers—and that entrepreneurs should be empowered to write their own chapters. She started 4 Corners CFO to give business owners clarity and confidence so they can build profitable and sustainable legacies.Before her finance career, she studied music. Today, she draws on that creativity to bring both discipline and vision to her work. At the heart of it all, Danielle is a mom—and her children inspire her daily to do work that matters. Connect with Danielle Hendon: Website: https://4cornerscfo.com/LinkedIn: https://www.linkedin.com/in/danielle-hendon/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 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Prof Brian Caulfield, Trinity College Dublin, on the latest about the new Metrolink in Dublin.

The Data Center Boom: Five Trends Engineering Firms Need to Know The data center market is experiencing unprecedented growth, driven by artificial intelligence adoption and changing infrastructure demands. For ACEC member firms, this represents both a substantial business opportunity and a chance to shape critical national infrastructure. ACEC's latest Market Intelligence Brief reveals a market poised to reach $62 billion in design and construction spending by 2029, with implications that extend far beyond traditional data center engineering. The launch of ChatGPT in 2022 marked an inflection point. What began as voice assistants has evolved into sophisticated language learning models that consume dramatically more energy. A standard AI query uses about 0.012 kilowatt-hours, while generating a single high-quality image requires 2.0 kWh—roughly 20 times the daily consumption of a standard LED lightbulb. As weekly ChatGPT users surged from 100 million to 700 million between November 2023 and August 2025, the infrastructure implications became impossible to ignore. AI-driven data center power demand, which stood at just 4 gigawatts in 2024, is projected to reach 123 gigawatts by 2035. Even more striking: 70 percent of data center power demand will be driven by AI workloads. This explosive growth requires engineering solutions at unprecedented scale, from power distribution and backup systems to advanced cooling technologies and grid integration strategies. Public perception about data center water consumption often overlooks important nuances in cooling technology. While mechanical cooling systems have historically consumed significant water resources, newer approaches could dramatically reduce water use. Free air cooling, closed-loop systems, and liquid immersion technologies offer low-water use alternatives, with some methods reducing freshwater consumption by 70 percent or more compared to traditional systems. As Thom Jackson, mechanical engineer and partner at Dunham Engineering, notes: "Most data centers utilize closed loop cooling systems requiring no makeup water and minimal maintenance." The "big four" hyperscale operators—Amazon Web Services, Microsoft Azure, Google Cloud Platform, and Meta—have all committed to becoming water-positive by 2030, replenishing more water than they consume. These commitments are driving innovation in cooling system design and creating opportunities for engineering firms with expertise in sustainable mechanical systems. The days of one-size-fits-all data centers are over. Latency requirements, scalability needs, and proximity to end users are accelerating adoption of diverse building types. Edge data centers bring computing closer to users for real-time applications like IoT and 5G. Hyperscale facilities support massive cloud and AI workloads with 100,000-plus servers. Colocation models enable scalable shared environments for enterprises, while modular designs—prefabricated with integrated power and cooling—offer rapid, cost-effective deployment. Each model presents distinct engineering challenges and opportunities, from specialized HVAC systems and high floor-to-ceiling ratios for hyperscale facilities to distributed infrastructure planning for edge networks. Two emerging trends deserve particular attention. First, the Department of Energy has selected four federal sites to host AI data centers paired with clean energy generation, including small modular reactors (SMRs). The Nuclear Regulatory Commission anticipates at least 25 SMR license applications by 2029, signaling strong demand for nuclear co-location expertise. Second, developers are increasingly exploring adaptive reuse of underutilized office spaces, Brownfield sites, and historical buildings. These locations offer existing utility infrastructure that can reduce construction time and costs, making them attractive alternatives despite some design constraints. Recent federal policy changes are streamlining data center deployment. Executive Order 14318 directs agencies to accelerate environmental reviews and permitting, while revisions to New Source Review under the Clean Air Act could allow construction to begin before air permits are issued. ACEC recently formed the Data Center Task Force to advocate for policies that balance speed, affordability, and national security in data center development, complimenting EO 14318. For engineering firms, site selection expertise has become increasingly valuable. Success hinges on sales and use tax exemptions, existing power and fiber connectivity, effective community engagement, and thorough environmental risk assessment. AI-driven planning tools like UrbanFootprint and ESRI ArcGIS are helping developers evaluate site suitability, identifying opportunities for firms. The data center market offers engineering firms a chance to lead in sustainable design, infrastructure innovation, and strategic planning at a moment when digital infrastructure has become as critical as traditional utilities.  

The Government is bringing in emergency regulations to stop companies attempting to dodge the new pension auto-enrolment system by forcing employees to join less favourable schemes.Charlie Weston, personal finance editor of the Irish Independent, and Dr Laura Bambrick, head of social policy with the Irish Congress of Trade Unions, join The Last Word to discuss.Catch the full chat by pressing the 'Play' button on this page!

The Government is being forced to bring in emergency regulations to stop companies attempting to subvert the new auto-enrolment pension. We get more on this with Charlie Weston, Personal Finance editor with the Irish Independent.

With a growing use of artificial intelligence in law, will we soon have robots defending us in court? Not exactly. Firms are increasingly using AI to take care of the more mundane aspects of law, but the effects will be profound. General Counsel at Luminance Harry Borovick joins David Rothkopf to explore the fundamental ways that AI is evolving the field of law and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

With a growing use of artificial intelligence in law, will we soon have robots defending us in court? Not exactly. Firms are increasingly using AI to take care of the more mundane aspects of law, but the effects will be profound. General Counsel at Luminance Harry Borovick joins David Rothkopf to explore the fundamental ways that AI is evolving the field of law and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

This Day in Legal History: Gettysburg AddressOn November 19, 1863, President Abraham Lincoln delivered the Gettysburg Address at the dedication of the Soldiers' National Cemetery in Gettysburg, Pennsylvania, months after the blood-soaked Civil War battle that left over 50,000 dead or wounded. The speech nearly didn't make it—Lincoln's draft was reportedly misplaced during the train ride to Gettysburg, and he completed the final version just the night before the ceremony. The headliner that day was Edward Everett, a famed orator who delivered a two-hour address rich in historical detail and classical references. Lincoln followed with a two-minute speech of just 271 words.Drawing inspiration from Pericles' Funeral Oration in ancient Athens, Lincoln sought to elevate the sacrifices of Union soldiers into a reaffirmation of democratic ideals. He framed the war as a test of whether a nation “conceived in Liberty, and dedicated to the proposition that all men are created equal” could endure. In his address, Lincoln humbly suggested that “the world will little note, nor long remember what we say here,” asserting that the deeds of the fallen, not words, would be remembered by future generations.Afterward, Lincoln reportedly told his bodyguard, “that speech won't scour,” using a Midwestern farming phrase to express doubt about its impact. But Everett, recognizing its brilliance, wrote to Lincoln the next day to say that the president had accomplished in two minutes what he had failed to do in two hours. Indeed, Everett himself is now most famous for his connection to Lincoln's words. Though met with mixed reviews at the time, the speech has since eclipsed the Battle of Gettysburg itself in cultural memory and certainly legal significance.Lincoln's words at Gettysburg echoed something he had written five years earlier, after his defeat in the 1858 Illinois Senate race to Stephen Douglas. Reflecting on what seemed like the end of his political career, Lincoln wrote, “and though I now sink out of view, and shall be forgotten, I believe I have made some marks which will tell for the cause of civil liberty long after I am gone.” These words, penned just two years before he became president, speak to Lincoln's deep conviction that principles—not personal success—leave the most enduring legacy. The Gettysburg Address ultimately became one of those “marks,” still telling for the cause of civil liberty over 160 years later.The Gettysburg Address endures not just as a piece of oratory but as a touchstone of American constitutional values, echoing through the Fourteenth Amendment and generations of civil rights jurisprudence.A federal judge in Virginia will hear arguments from former FBI Director James Comey's legal team seeking dismissal of criminal charges against him, alleging the case was politically motivated by President Donald Trump's long-standing animosity. Comey's lawyers argue the prosecution is a form of “vindictive” retaliation for his public criticism of Trump, who has often called for Comey's prosecution since firing him in 2017. Comey, charged in September with making false statements and obstructing a congressional investigation, has pleaded not guilty and is pursuing multiple avenues to have the case thrown out before trial.The hearing will also examine the controversial role of Lindsey Halligan, a former Trump personal lawyer with no prosecutorial background, appointed as interim U.S. Attorney overseeing the case. A separate judge is reviewing whether Halligan's appointment was lawful, while a magistrate judge recently flagged serious procedural concerns with how she handled the grand jury that indicted Comey. Prosecutors maintain that Trump's public statements and criticism of Comey do not meet the legal threshold for a vindictive prosecution claim and argue the charges are legitimate.Comey's case is part of a broader pattern, with other Trump critics, including New York Attorney General Letitia James and former national security adviser John Bolton, also facing charges following Trump's calls for retribution. Legal observers are closely watching whether courts will allow such prosecutions to proceed given the appearance of political targeting.US judge to weigh Trump's influence over case against ex-FBI chief Comey | ReutersCravath, Swaine & Moore has kicked off the 2025 year-end bonus season for major U.S. law firms by announcing associate bonuses of up to $140,000. According to an internal memo, standard year-end bonuses will range from $15,000 for first-year associates (on a pro-rated basis) to $115,000 for the most senior associates. Additionally, the firm will issue special bonuses between $6,000 and $25,000, aligning with bonus levels previously set by competitor Milbank.Cravath, long viewed as a market-setter in associate compensation, made the announcement on Tuesday, prompting at least one other major firm—Paul Hastings—to follow suit with matching payouts. These bonuses mirror those issued last year, maintaining pressure on peer firms to remain competitive in compensation.Currently, associates at top U.S. firms earn base salaries ranging from $225,000 to $435,000 depending on seniority. Firms often wait for Cravath to act before making their own compensation decisions. The announcement comes amid strong financial performance across the legal sector, with a surge in client demand—especially for transactional work—reported in the third quarter. Analysts suggest this demand positions firms for a profitable close to 2025.Cravath sets pace for US law firm bonuses, promising associates up to $140K | ReutersCravath Doles Out Associate Bonuses Ranging Up to $140,000 (2)The U.S. Senate is set to question Michael Selig, President Donald Trump's nominee to lead the Commodity Futures Trading Commission (CFTC), with a focus on his views on cryptocurrency regulation and election betting markets. Selig, currently the chief counsel for the SEC's crypto task force and an adviser to Republican SEC chair Paul Atkins, has been an outspoken supporter of pro-crypto policies. In a recent social media post, he pledged to help make the U.S. the “Crypto Capital of the World.”Trump's administration has embraced the crypto sector, rolling back enforcement efforts and enacting a regulatory framework for stablecoins. The CFTC could gain expanded oversight powers under the proposed CLARITY Act, which passed the House in July and is now being reviewed by the Senate. That legislation aims to clarify when a digital asset is a commodity versus a security, a long-standing jurisdictional issue between the CFTC and the SEC.Selig's nomination follows the withdrawal of Trump's earlier pick, Brian Quintenz, who alleged his nomination was derailed by pressure from major crypto donors, the Winklevoss twins. Senators are expected to press Selig on his approach to inter-agency cooperation, how he would regulate crypto spot markets, and how the CFTC might handle politically sensitive areas like election betting. Currently, only one commissioner remains on the CFTC, Republican Caroline Pham, who is serving as acting chair and has signaled plans to step down once a new leader is confirmed.Senate to grill Trump's pick for CFTC head on crypto regulation | ReutersThe U.S. Court of Appeals for the Eleventh Circuit ruled on Tuesday that Donald Trump cannot revive his defamation lawsuit against CNN over its use of the term “Big Lie” to describe his false claims about the 2020 presidential election. Trump filed the suit in 2022, arguing that the phrase linked him to Nazi propaganda and unfairly compared him to Adolf Hitler. However, both the district court and the appeals court found that CNN's language constituted protected opinion, not provable falsehoods.The court emphasized that Trump failed to demonstrate that CNN's statements were factually false, which is a necessary element of a defamation claim. While Trump asserted that “Big Lie” was unambiguous and defamatory, the panel disagreed, finding the term inherently subjective and open to interpretation—particularly in political contexts. They noted that if politically charged terms like “fascist” are ambiguous, then “Big Lie,” which is facially apolitical, must be considered at least as ambiguous.Trump had also tried to compare CNN's interpretation of his actions to his own self-assessment, in which he saw himself as exercising constitutional rights. But the court held that differing views on Trump's conduct are subjective and not subject to clear proof. The district court's refusal to reconsider or allow Trump to amend the complaint was upheld, as he failed to present new evidence or show any legal error.The opinion was issued per curiam by Judges Adalberto Jordan, Kevin Newsom, and Elizabeth Branch.Trump Fails to Revive Defamation Suit Against CNN Over ‘Big Lie' This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Over the last decade, I've watched private equity surge into the machining world — and I've seen firsthand how often the short-term flip-in-five-years strategy ends up hurting shops, people, customers, and entire supply chains. While the capital can help, the incentives often drive decisions that weaken the very businesses PE firms acquire. But every now and then, someone comes along with a model that stops you in your tracks because it actually makes sense for our industry. That someone is Mark Hillenburg, co-founder of Collective Manufacturing Group, a company built on a radically different vision: buy great machine shops and hold them forever. No flipping. No short-term targets. No cultural upheaval. Just long-term stewardship, disciplined investment, and a deep respect for the people who built these businesses in the first place. In this conversation, Mark and I dig into his incredible journey — starting a tiny shop with his father in a 700-square-foot garage, learning machining the hard way, living through major turnarounds, scaling multi-site aerospace manufacturing, and ultimately becoming disillusioned with traditional PE models. His experiences shaped a philosophy that aligns closely with the heart of American manufacturing: protect the legacy, empower the people, and build a business that lasts. We also talk about how his team is already reviving shuttered shops, empowering internal leaders, gaining trust from OEMs, and receiving deal flow from customers who don't want their critical suppliers bought by traditional PE firms. If you care about the long-term health of the machining ecosystem, you'll want to hear this one. Mark's approach gives me real hope for where this industry can go. You will want to hear this episode if you are interested in... (0:00) Mark Hillenburg's background in manufacturing (7:07) Exiting the family shop and transitioning into sales/business development roles (9:10) Rebuilding MSP Aviation during a downturn and rising to President/CEO  (13:25) Reconnecting with Matt Ritchie to pursue a new vision: Collective Manufacturing Group (22:38) Finding and acquiring the three shops they purchased (26:59) Why owners chose Collective over traditional PE buyers (32:09) Identifying "hidden gem" employees and future leaders (35:22) Culture-building and becoming an employer of choice (38:34) Collective's four-pillar stakeholder philosophy (39:00) Deal flow (48:13) What matters to Collective when it comes to PE and acquisitions  (51:50) How shops create strategic value—not just parts (53:17) Why going deep with customers beats being transactional (56:44) Collective's financial backing and long-term capital structure (58:31)) Buying three shops in nine months: challenges and lessons (59:33) Is the industry moving away from traditional PE models? Connect with Mark Hillenburg Connect on LinkedIn Collective Manufacturing Group Connect With Machine Shop Mastery The website LinkedIn YouTube Instagram Subscribe to Machine Shop Mastery on Apple, Spotify Audio Production and Show Notes by - PODCAST FAST TRACK

Cameo Roberson has made it her mission to rescue advisors from operational chaos.In this episode of The Advisor Journey, Cameo—founder and managing partner of Atlas Park Consulting—shares how she helps growing advisory firms build infrastructure, clarity, and confidence as they evolve from practitioners to business owners.With over 20 years of experience in wealth management, Cameo brings a unique lens to operations—helping advisors reclaim time, strengthen decision-making, and design systems that actually support growth. From tackling “head trash” to redefining what independence really means, she offers tangible steps for advisors at every stage of their journey to run a more intentional business.Advisors will walk away with insights on operational leadership, mindset shifts for breakaways, and what it takes to transition from doing the work to leading the firm.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

In today's Tech3 from Moneycontrol, we break down how India's new-age tech firms have doubled their share of the market cap, what's driving the shift, and which companies are leading the surge. We also unpack UIDAI's upcoming Aadhaar app that could change identity verification across daily life, decode the massive Microsoft–Nvidia–Anthropic partnership reshaping global AI, and look at why Indian investors bought the Bitcoin dip even as global markets panicked.

This week, NK News Data Correspondent Anton Sokolin joins the podcast to discuss Russian participation in North Korea's fall trade fair and the latest in the two sides' military cooperation over the war in Ukraine. He talks about how over a dozen Russian commercial firms hawked their electronics and foods in Pyongyang last month, as well as about Moscow's announcement that DPRK military engineers have started work in Kursk to clear “hundreds of different types of explosive devices” left by Ukrainian troops. He also explains why the Russian communist party recently awarded North Korean leader Kim Jong Un the “Lenin Prize,” tracing the history and significance of the little known award. About the podcast: The North Korea News Podcast is a weekly podcast hosted by Jacco Zwetsloot exclusively for NK News, covering all things DPRK — from news to extended interviews with leading experts and analysts in the field, along with insights from our very own journalists.

Growing biotech firms are bleeding cash on technology decisions made without strategic expertise. While scientists focus on breakthrough therapies, makeshift digital infrastructure quietly creates expensive problems. There's a smarter way to access executive-level technology leadership without the commitment most startups can't afford.​​​​​​​​​​​​​​​​Visit https://www.gamma-solutions.llc/services GAMMA SOLUTIONS, LLC City: Newton Address: 45 Nonantum St. Website: https://www.gamma-solutions.llc Email: ga.morin@gamma-solutions.llc

How do you run a $2 trillion segment of the economy with just a book?In today's episode of Bricks and Bytes, we had Dmitry Alexin from Handoff and we got to learn about how AI is transforming residential construction, why 90% of US construction firms are one-person operations struggling with back-office work, and how a former IMF economist ended up building technology that delivers cost estimates in 30 seconds... and many more!Tune in to find out about:✅ Why traditional construction cost data is stuck in the physical book era and how real-time APIs are changing the game✅ How contractors can now delegate entire workflows to an AI agent through simple voice commands while driving between jobs✅ Why selling to residential contractors requires throwing out the enterprise playbook and leading with instant product value✅ The surprising shift of professionals from marketing and accounting backgrounds entering residential construction with a software-first mindsetWatch now to hear Dmitry's journey from GDP forecasting during the Ebola pandemic to revolutionizing how residential contractors run their businesses.Our Sponsor: Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision -   streamlining the construction supply chain with a unified platform - www.buildvision.ioAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coChapters00:00 Intro03:40 Introduction to Handoff and Its Purpose06:41 Dmitry's Background and Transition to Construction09:30 The Data Challenge in Construction12:49 Building the First Real-Time API for Construction Prices15:35 The Evolution of Handoff and Its Features18:37 The Importance of Accurate Estimating21:37 The Role of AI in Construction Estimating24:40 Understanding Labor and Material Costs27:32 Streamlining Procurement Processes30:36 Product-Led Growth Strategy33:35 Overcoming Skepticism in the Industry37:55 Leading with Value: Product-Led Growth38:42 Go-To-Market Strategies: Finding Your Audience43:24 Targeting Residential Contractors: A Strategic Choice46:54 The Role of AI Agents in Construction Tech49:25 Learning from Failures: Experimentation in Startups55:35 Future of Construction: Robotics and Material Science58:60 Funding Insights: Building a Diverse Investor Base01:05:05 Advice for Technical Founders: Embracing Humility01:07:15 Join the Team: Opportunities at Handoff

Jamie and Jaeden explore Wikipedia's decision to launch a paid API as a new revenue model in the AI age. They discuss the platform's fading relevance, community tensions, and what AI-generated content means for the future of global information. Our Skool Community: https://www.skool.com/aihustle Get the top 40+ AI Models for $20 at AI Box: https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Steve Fretzin, Tim Semelroth, Casey Grabenstein, and Neil Dishman discuss:Treating business development as essentialUsing systems and empowering teamsBuilding a culture of growthLearning through resilience and honesty Key Takeaways:Integrating business development into daily routines and tracking it like billable work ensures steady growth. Making it non-negotiable builds consistency and prevents unpredictable cycles.Leveraging CRM tools, spreadsheets, and point systems keeps outreach organized and accountable. Involving junior lawyers in relationships and strategy builds future rainmakers.Firms that reward, support, and normalize business development create sustainable success. Encouragement at every level strengthens engagement and results.Focusing on process over outcome turns setbacks into lessons and maintains momentum. Honest communication and reflection foster better relationships and continuous improvement. "For me, making myself feel satisfied that I've put in enough in that week to get good results, and then not worrying about whether the results come in… Try to stop worrying about the results and focus on the process is the best that I can do." —  Casey Grabenstein 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/Legalverse Media: https://legalversemedia.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 Tim Semelroth: Tim Semelroth is Iowa's only board-certified truck accident attorney and a partner at RSH Legal. With over 25 years of experience, he provides trusted expertise in trucking litigation and collaborates with attorneys statewide and beyond. Known for his strategic approach and commitment to fairness, Tim offers consultation to help chart the best course for complex truck accident cases. Connect with Tim Semelroth: Website: https://www.timsemelroth.com/LinkedIn: https://www.linkedin.com/in/timsemelroth/ About Casey Grabenstein: Casey Grabenstein is a litigation partner at Saul Ewing LLP, handling complex commercial disputes and class actions involving securities, consumer fraud, and ERISA. He also advises clients in the cannabis and litigation funding industries, serving as both due diligence and primary counsel. A frequent writer and speaker, Casey brings deep insight into emerging issues in litigation finance and commercial law. Connect with Casey Grabenstein: Website: https://www.saul.com/professionals/casey-grabensteinLinkedIn: https://www.linkedin.com/in/casey-grabenstein-a375094/ About Neil H. Dishman: Neil H. Dishman is a principal at Jackson Lewis P.C. in Chicago, where he helps employers prevent and resolve workplace disputes. His practice spans discrimination, retaliation, and wage-hour compliance, with extensive experience across multiple industries. A sought-after speaker and published author, Neil is known for his practical guidance on employment law and risk management. Connect with Neil H. Dishman: Website: https://www.jacksonlewis.com/people/neil-h-dishmanLinkedIn: https://www.linkedin.com/in/timsemelroth/Email: Neil.Dishman@jacksonlewis.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 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Austin sits down with Mike from Trader Post to unpack automation, prop firm scaling, and the future of retail trading tech. Mike shares his wild early-crypto story — including holding nearly 1,000 Bitcoin during the 2013–2014 era — and how that journey led him from valuation investing, to arbitrage, to building automated mean-reversion and trend-following systems. He explains how Trader Post became the “Zapier of trading,” letting traders fire one signal and execute across dozens of accounts, brokers, and asset classes simultaneously. The two dive deep into the prop-firm boom, how automation fits into scaling, and why risk management matters more than any strategy.Sponsor: Breakout PropLink: https://www.breakoutprop.com/ Code: ASFX  Sponsor: TradezellaLink: ⁠https://tradezella.com?fpr=asfx⁠Code ASFX for 20% offThe episode also explores AI's rapid influence on trading — from generating indicators and strategies to soon analyzing trader behavior, reactions, and performance. Mike breaks down the biggest mistakes he sees retail traders make, how to know if you're a trend or mean-reversion trader, and why most people fail because they rush instead of collecting real data. They wrap with insights on diversification, long-term portfolio building, and why the next decade of trading will reward those who embrace technology, automation, and disciplined execution.Try TradersPost Today!!Link: https://traderspost.io/?via=ASFXCode: ASFX to save 20%Connect with Mike: https://x.com/TradersPostInc -----------------

Earmark Media Presents a bonus episode of Earmark Podcast:Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't afraid to say no to the wrong clients, how transparency in compensation and career pathways can address the talent crisis, and the hard-won lessons learned about building cultures of collaboration over competition.Meet Our GuestsMadeline ReevesLinkedIn: https://www.linkedin.com/in/madelinefearless/Learn more about Fearless FoundryOfficial website: http://www.fearlessfoundry.comWesley McDonaldLinkedIn: https://www.linkedin.com/in/wmcdonald48/?originalSubdomain=caLearn more about RelayOfficial website: https://relayfi.comNeed CPE?Get CPE for this episode: https://earmark.app/c/2880Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In today's episode, Eric sits down with Mark Amtower, one of the most respected voices in the government contracting (GovCon) space. With over 18 years hosting on Federal News Radio and 17 years writing for Washington Technology, Mark shares timeless insights from his decades-long career helping companies master government marketing, branding, and networking. From the days of mailed newsletters in the '80s to the LinkedIn era, Mark explains how visibility, credibility, and consistency still drive business in the federal market. He also dives deep into the state of small businesses in 2025, why consolidation and shutdowns pose new threats, and what GovCon entrepreneurs must do now to adapt, brand smarter, and thrive. Mark also offers tactical tips on LinkedIn strategy—from optimizing your profile headline and banner to building influence through content, engagement, and authentic relationships. He reveals how only 1% of LinkedIn users post weekly, and why that tiny number creates a massive opportunity for those willing to show up, share expertise, and stand out. Key Takeaways: LinkedIn remains the #1 platform for B2B and B2G visibility—with nearly 3 million feds active on the platform. Small businesses face their toughest market in years—success now requires brand credibility and proactive strategy, not just certifications. Engagement beats perfection: meaningful posts and personal follow-ups convert better than flashy marketing. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Mark's Linkedin: www.linkedin.com/in/markamtower Website: https://markamtower.net/  Mark's Podcast: https://federalnewsnetwork.com/shows/amtower-off-center-podcast/   Resources mentioned:  I'm on LinkedIn—Now What? by Jason Alba – Amazon listing: https://www.amazon.com/Im-Linkedin-Now-What-Fourth-Linkedin/dp/1600052541 Amazon The New Rules of Marketing & PR by David Meerman Scott – Publisher's page: https://www.davidmeermanscott.com/books/the-new-rules-of-marketing-and-pr

The Ministry of Industry and Information Technology says China has incubated more than 17,600 national-level "little giant" enterprises in the manufacturing sector.

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Show Notes: Samora Wolokolie talks about his dual roles as a CPA and attorney in Monrovia, Liberia. Samora lists his credentials: chartered accountant, certified public accountant, certified forensic investigation professional, certified fraud examiner, certified tax practitioner, and lawyer, and  details his academic background. He is also an associate professor at the University of Liberia where he teaches all levels of accounting. Samora also teaches at other universities and holds degrees from  Cuttington University, and Chariot University. He talks about his career path, including working with Deloitte in 2000, then moved to PKF Liberia and Baker Tilly, where he qualified as a chartered accountant in 2014.  Serving as Liberia's Deputy Minister of Finance for Fiscal Affairs Samora served as Liberia's Deputy Minister of Finance for Fiscal Affairs from 2018 to 2024, managing the national budget and growing it from $600 million to $800 million. When asked about the major sources of revenue for the Liberian government, Samora explains that over 80% of the government budget comes from domestic revenue, with the rest from donors like the IMF, World Bank, and European Union. He details the importance of conducting audits and meeting benchmarks to access external resources, and shares a few examples of how this works. Samora discusses his role in developing revenue policies and regulations, focusing on domestic resource mobilization to grow the budget to $1 billion. He highlights the challenges and strategies needed to achieve this goal, including tax policies and revenue measures. He goes on to explain the structure of the companies he currently works for, his roles there, and how it focuses on both accounting and legal issues.  Major Industries and Economic Potential in Liberia The conversation turns to the main industries in Liberia. Samora describes Liberia as an input-driven economy with significant potential in mining, forestry, and infrastructure development. He mentions the mining sector's potential, including gold, iron ore, and diamonds, and the involvement of companies like ArcelorMittal. Samora also discusses the forestry sector's potential, including logs and the Kimberley Process. He emphasizes the government's efforts in infrastructure development, particularly road construction and building maintenance. He goes on to talk about investment potential and licensing, shipping, and exporting. Consulting and Legal Processes in Liberia  Samora talks about the process of hiring independent consultants in Liberia. He advises talking to an attorney and a CPA. He recommends checking with the Liberian Institute of Certified Public Accountants and the Liberian National Bar Association for licensed professionals. Samora explains the distinction between attorneys and counselors at law in Liberia, and recommends dealing with firms to ensure coverage through professional liability and insurance coverage. He goes into detail on the importance of following processes and doing due diligence and background checks when hiring consultants.  Taxation and Labor Law Considerations for Foreign Companies Focusing on the tax implications for foreign companies hiring consultants in Liberia, Samora explains the withholding tax rates for resident and non-resident taxpayers, including the 10% and 15% rates for ordinary companies and the 6% rate for mining operations. He clarifies the concept of resident and non-resident status based on the number of days spent in Liberia. Samora discusses the importance of understanding labor law considerations, including contracts, occupational health and safety, and long-term employment. He also explains the tax brackets and Social Security tax obligations for foreign companies, employees and independent contractors, in addition to labour laws and health and safety laws in Liberia. Insurance Requirements for Firms in Liberia. Samora advises firms to have professional liability insurance to cover potential transgressions. He emphasizes the importance of ensuring payments pass through formal financial institutions to avoid money laundering issues. Samora suggests using bank-to-bank wire transfers or prepaid cards for payments to consultants, and he reiterates the importance of due diligence and background checks when hiring consultants in Liberia. Timestamps: 04:11: Revenue Sources and Management in Liberia  09:38: Major Industries and Economic Potential  20:04: Consulting and Legal Processes in Liberia  27:08: Taxation and Labor Law Considerations 36:50: Insurance and Payment Methods  Links: LinkedIn: https://www.linkedin.com/in/atty-samora-p-z-wolokolie-ph-d-cfe-ca-cpa-fcfip-l-l-b-67315438/ Alliance CPA Inc:  https://alliancecpainc.com/ TORCH Professional Consultancy Inc:  https://topcinc.com/   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

Unlock the secrets of business growth with Andy Drummond, the mastermind behind ShireGrowth Partners, as he shares his wealth of experience in nurturing mid-market and low-mid-market industrial companies. Discover how Andy's background as a "solopreneur" and his family's legacy in sales have shaped his approach to overcoming the challenges faced by companies pursuing growth strategies, particularly those under the umbrella of private equity firms. His story is a testament to the power of great leadership, constant learning, and the courage to seize opportunities and risks along the way. Explore the fascinating world of private equity-backed companies and the catalysts that drive them to challenge conventional norms. Andy reveals the transformative impact of transparency and engagement, emphasizing the necessity for leaders to articulate the rationale behind organizational changes. By fostering trust and involving teams in developing solutions, these companies can create a dynamic environment conducive to innovation and growth. This episode sheds light on the dynamic interplay between external pressures and internal resilience that fuels success in this unique business landscape. Dive into the complexities surrounding CRM system implementation and the hurdles companies must overcome to unlock their full potential. Andy offers insights into aligning CRM efforts with strategic business goals and the critical role of a robust data foundation. Recognizing the human factor as a barrier to adoption, he highlights the importance of identifying key performance indicators for effective data analysis and decision-making. As the conversation unfolds, listeners are encouraged to explore the vast collection of episodes available on Sales Lead Dog and connect with Andy Drummond for further insights into sales leadership and business growth. Andy Drummond is the Founder and Principal of ShireGrowth Partners, where he helps small and mid-sized industrial companies unlock sustainable top- and bottom-line growth. With a career spanning leadership roles at SC Johnson, Grainger, James Hardie, and more, Andy brings deep expertise in sales acceleration, commercial strategy, and operational execution. Known for his analytical, high-energy approach, Andy works with clients through interim leadership, fractional roles, and consulting engagements. His focus areas include pricing optimization, go-to-market strategy, and scaling for growth—always with an eye toward measurable impact and lasting value.   Quotes: "Great leadership, continuous curiosity, and the courage to seize opportunities and risks are the pillars of success in any business growth strategy." "Private equity-backed firms are a hotbed for innovation, where challenging the status quo and embracing data-driven strategies create significant business transformations." "Transparency and engagement are key in driving growth; leaders must communicate the 'what' and 'why' behind changes to build trust and overcome resistance.” "CRM systems often promise more than they deliver, leaving companies to navigate the complexities of implementation and adoption. It's the human factor that poses the biggest challenge, not the technology itself."   Links: Andy's LinkedIn: https://www.linkedin.com/in/andydrummond4/ ShireGrowth Partners: https://shiregrowthpartners.com Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ 

What should a law firm owner do today to protect personal income five years from now? In this conversation, Sam Mollaei, Esq. shares how he scaled to six firms, signing 1,000 to 1,200 cases per month while working 25 to 30 hours a week. The playbook blends AI-enabled intake, an org chart that creates freedom, and disciplined media buying that tracks results to the dollar. You will hear how to shift from referrals to predictable business generation, why 99 percent of Sam's current ad spend is on Meta, how to calculate true cost per acquisition, and why document collection is the hidden bottleneck AI can fix next. If you feel the check engine light blinking on your practice, this episode shows you what to change now.Key TakeawaysFreedom comes from structure. An accurate org chart, not more revenue, creates time freedom for owners.Think like an owner, not an operator. Work with COOs and directors and focus your energy on strategy, marketing, and automation.Business generation is the moat. Firms that master client acquisition will outlast firms that wait for referrals.Track to the penny. Monitor spend, leads, qualified leads, signed cases, CPA, and ROI by channel, campaign, and asset.Practical CPA math. Up to one-third on marketing and roughly one-third on operations can work if delivery is efficient. Aim for profitable CPA by practice type and market.Go where scale lives. Sam currently allocates the vast majority of spend to Meta and targets state, multistate, or national rather than a single city.Intake is a system. Use AI to contact instantly, qualify with 3 to 4 questions, and auto-book qualified prospects for top intakers.Fix the survival rate. After signing up, AI can drive document collection and client follow through which determines how many cases reach the finish line.Urgency beats perfection. Keep a standing R and D budget, test quickly, delegate experiments, and decide fast.Prepare for leaner teams. AI will compress headcount across repetitive and text-heavy tasks. The best lawyers will run the business and perform high-level work.Resources MentionedCRM and automation: Legal Funnel, HubSpotCall tracking and recording: CallRailTelephony and call analysis: AlowareAutomation. Zapier or MakeAI research tools. Grok and similar agents for deep research and decision supportFeatured Guest: Sam Mollaei, Esq.Founder of My Legal Academy, serial law firm entrepreneur, and industry leader in automating legal client acquisition. Sam has helped over 1,400 law firms build predictable growth systems through marketing automation, AI, and intake optimization.“Winning today is business generation plus AI plus speed of implementation.”Get in touch with Sasha Berson: https://growlaw.co/sasha-bersonhttps://www.linkedin.com/in/aleksanderberson/

Every firm loses good cases, they just don't know it. David Haskins, president of SPEED AI, reveals where those hidden “lead leaks” start and how to fix them before opportunity slips away. From bias at the intake desk to systems that never catch mistakes, David explains what the best firms are doing to convert more of the leads they already have. You'll learn:  The unseen reasons firms lose qualified leads before they hit the CRM The “one call close” mindset that stops giving clients homework Why call auditing and AI tools are changing intake accountability How recognizing your best calls can motivate—and multiply—wins If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA based in St. Louis, Missouri, where she oversees $250 million in AUM for 108 client households. Listen in as she shares how her career transitions have helped her find the equity path she was seeking. We talk about how she successfully took over a retiring advisor's book of business, how she achieved a high retention rate in part by refreshing these clients' financial plans and offering deeper tax planning services, and how building her own team has helped her balance career growth with family life. For show notes and more visit: https://www.kitces.com/462

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework Architect Nation, this episode tackles the silent killer in many firms: weak accountability. Enoch and Rion reveal how polite habits and fear of conflict drain authority, profit, and joy. You'll hear why "safety" and "fierce compassion" can live in the same room. Through real stories, they show what happens when leaders avoid hard talks—or explode instead. You'll learn how language choices signal ownership, and why clients sense wobble long before you do. The result: missed deadlines, shrinking margins, and the "supplier" label. Then they point to a better way. A simple conversation frame, a different stance on responsibility, and a mindset that turns collision into creation. The payoffs touch culture, fees, and speed of execution. The two-word shift that changes everything with staff and clients. A ruthless-yet-loving move that ends chronic deadline drift. The profit leak hiding in your "nice" culture (and how leaders plug it).

Proliferation Risks from US Surplus Plutonium Sales Guest: Henry Sokolski Henry Sokolski critiques the Department of Energy's plan to sell 20 tons of surplus weapons-grade plutonium to American firms for use in new reactor designs. He warns that promoting plutonium fuel exports substantially raises international proliferation risks by bringing nations substantially closer to nuclear weapons capability. Sokolski notes that South Korea is actively seeking permission to recycle plutonium domestically, a development that increases nuclear uncertainty across the Korean Peninsula and challenges the global nonproliferation regime. 1955