Podcasts about firms

Optimizing the client experience is the real key to growth and profitability.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesOn a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don't just need better systems—they need a client-first approach to technology."Most of the problems firms are facing stem from one thing," said Farrell, a CPA and veteran software innovator. "You're always waiting on the client."More Jackie MeyerFarrell knows both sides of the equation: as a former Arthur Andersen accountant and CFO, and as a serial entrepreneur who's spent 15 years building tools specifically for accountants. With Liscio, a client experience platform, he's tackling a key pain point: fragmented communication. “When clients don't know where to send documents or how to respond, the firm grinds to a halt.”Farrell argues that accounting technology has historically focused on optimizing firm-side operations—tax software, practice management tools, document handling—but has neglected the user experience for clients. That, he says, is the real productivity roadblock.

First-time jobless claims have been pretty stable since the start of March — unlike many other parts of the economy. President Donald Trump's tariffs and immigration restrictions may not be ideal for businesses, but they could give companies a reason to hold on to workers. Also in this episode: The European Central Bank cuts its key interest rate, get that EV tax credit while you can, and a martial arts master stays in Altadena, California, after losing her studio in the wildfires. 

First-time jobless claims have been pretty stable since the start of March — unlike many other parts of the economy. President Donald Trump's tariffs and immigration restrictions may not be ideal for businesses, but they could give companies a reason to hold on to workers. Also in this episode: The European Central Bank cuts its key interest rate, get that EV tax credit while you can, and a martial arts master stays in Altadena, California, after losing her studio in the wildfires. 

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In this conversation, Mo and Paul discuss the challenges of navigating tax season, the evolving nature of client engagements, and the generational shifts in client expectations. They explore the role of meetings in client relationships, emphasizing the need for effective communication and understanding client dynamics. The discussion highlights the importance of adapting to new client behaviors and the necessity of balancing traditional practices with modern expectations.Navigating tax season can be challenging but rewarding.Younger clients often prefer electronic communication over in-person meetings.Generational shifts are changing client expectations in the tax industry.Meetings should focus on knowledge transfer rather than routine tasks.Clients today are more dismissive of their financial responsibilities.Effective communication is key to understanding client needs.Legacy clients may require different engagement strategies than new clients.The role of technology in client interactions is increasingly important.Firms must adapt to changing client dynamics to remain competitive.Team collaboration is essential in managing client relationships.Keywords: tax season, client engagement, generational shifts, meetings, client dynamics, tax returns, electronic communication, legacy clients, firm culture, client expectations

United Airlines and J.B. Hunt Transport are among many firms reporting today after a solid Monday session. The market is also gearing up for central bank meetings this week.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0130-0425)

Engineering Firms Screw These 3 Things Up When They Get BusyComment your thoughts below and don't forget to like, SHARE, and subscribe!Sign up for Dillon Mitchell's Straight Shooting Construction Letterhttp://kowabungastudios.hubspotpagebuilder.com/constructionletterConnect with Dillon MitchellLinkedIn - https://www.linkedin.com/in/dillon-mitchell-kowabungastudios/Instagram - https://www.instagram.com/dillonAMitchell Kowabunga Studios - https://www.kowabungastudios.com/ Instagram - https://www.instagram.com/kowabungastudios/Facebook https://www.facebook.com/kowabungastudiosWant to speed up your Revit production and take your time back?https://www.kowabungastudios.com/products/

I spoke with an expert in the technology space about how law firms can better leverage AI for a competitive advantage. Episode Highlights 02:14 - Defining this week's challenge: AI effectiveness in law firms. 03:50 - Guest introduction: Kim Bookout, Director at Opus2. 05:10 - Opus2's approach to AI integration. 09:40 - Legal Week insights: AI adoption trajectory. 12:00 - Lawyer's biggest AI fear: confidentiality breach. 14:22 - Practical AI use in personal life for beginners. 19:14 - Low-risk AI use in law: summarizing deposition transcripts. 22:23 - Urgency of adopting AI in law practices. 23:23 - Will AI replace lawyers? Kim's perspective. 26:56 - Using AI to enhance, not replace, legal expertise.   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal  www.linkedin.com/in/jaredcorreia/ Connect with Kim Bookout kbookout@opus2.com https://www.opus2.com/ https://www.linkedin.com/in/kim-bookout-496a8193/  

This episode was sparked by a recent chat I had with Helen Neal from HN Communications. We covered loads of ground around sustainability and transparency, but one theme really stood out to me - and that was humility in brand communication. It got me thinking: in the built environment, we're often working on big, complex, long-term change. That makes messaging tricky because let's face it, not everything's sorted. And there is a lot of focus on what happens when something is complete, and little focus on progress over perfection.   So, what if we took a leaf out of the consumer brand playbook? I thought it would be interesting if we looked at how brands like Patagonia or Tony's Chocolonely talk about progress and imperfection, and applied that to how we communicate about our own sustainability efforts? So, let's dive in!  

This Day in Legal History: Fair Housing ActOn this day in legal history, April 11, 1968, President Lyndon B. Johnson signed the Civil Rights Act of 1968 into law, a pivotal expansion of civil rights protections in the United States. Commonly referred to as the Fair Housing Act, the legislation was enacted just days after the assassination of Dr. Martin Luther King Jr., whose legacy of nonviolent activism heavily influenced its passage. The law made it illegal to discriminate in the sale, rental, financing, or advertising of housing based on race, color, religion, or national origin.It aimed to dismantle the systemic barriers that had long segregated American cities and suburbs, including redlining, racially restrictive covenants, and other discriminatory practices. Title VIII of the Act directly addressed these inequities and empowered the federal government to enforce fair housing standards for the first time. Though political resistance to housing integration had stalled similar legislation for years, the national mourning following Dr. King's death shifted public and congressional sentiment.Johnson, in a nationally televised address, described the signing as a tribute to Dr. King's life and a necessary step toward realizing the full promise of civil rights in America. Subsequent amendments expanded protections to include sex, disability, and familial status, making the Fair Housing Act one of the most comprehensive civil rights laws on the books. Enforcement mechanisms, however, remained a challenge, and litigation over housing discrimination has continued into the present day.The law has been central to major legal battles over zoning laws, gentrification, and access to affordable housing. It also laid the groundwork for subsequent legislation aimed at combating economic and racial segregation. While the Act did not instantly eliminate housing discrimination, it marked a legal turning point that recognized the home as a critical site of equality and opportunity.A small team from the Department of Government Efficiency (DGE), created under Elon Musk's initiative to reduce government spending and staffing, has arrived at the Federal Deposit Insurance Corp. (FDIC), according to an internal email from the agency. While the team is working with FDIC leadership to identify internal efficiencies, it does not have access to sensitive or confidential bank data, including resolution plans, deposit insurance records, or examination materials. The FDIC emphasized that the DGE operatives are full-time federal employees working under formal interagency agreements and have not sought access to confidential information.DGE has previously drawn concern from industry participants during its visit to the Consumer Financial Protection Bureau due to fears over data exposure. The FDIC oversees highly sensitive information about major U.S. banks and their failure plans, which regulators rely on during crises. The number and identity of DGE team members at the FDIC have not been disclosed, and the agency declined to comment further.The agency is also preparing for staff reductions, following the Trump administration's deferred resignation program that has already led to the loss of 500 FDIC employees. Additional buyouts and formal layoffs are expected soon. The timing of DGE's involvement comes as global markets react to new tariffs announced by President Trump, prompting concerns from former officials about weakening regulators' ability to respond to potential financial instability.DOGE Arrives at FDIC but Doesn't Have Access to Bank Data (2)At least three major law firms—Kirkland & Ellis, Latham & Watkins, and Simpson Thacher & Bartlett—are in talks with the Trump administration to reach a joint agreement that would commit over $300 million in pro bono services to causes favored by the White House. The potential deal is also intended to resolve federal investigations into the firms' diversity programs, which the administration has scrutinized for alleged discriminatory practices. If finalized, the arrangement would bring the total pledged in pro bono services from various firms to at least $640 million.President Trump, speaking at a Cabinet meeting, hinted that a handful of firms remain in negotiations, emphasizing that many firms have already paid significant sums or made concessions. He stated that he expects lawyers from participating firms to assist with policy efforts such as implementing tariffs and expanding coal mining.The administration has previously targeted several firms with executive orders for representing causes or clients viewed as oppositional to Trump's agenda. These orders have included punitive measures such as revoking security clearances and restricting federal access. Some firms—like Perkins Coie and Jenner & Block—have successfully blocked these actions in court, while others like Paul Weiss settled by agreeing to pro bono contributions. Firms such as Skadden and Milbank preemptively negotiated similar deals.Trump Talks Deal With Three Massive Law Firms as Others FightA U.S. immigration judge is set to rule today on whether Mahmoud Khalil, a Palestinian student activist at Columbia University, can be deported. Khalil, who holds Algerian citizenship and became a lawful U.S. permanent resident last year, was arrested last month at his New York City apartment and transferred to an immigration jail in rural Louisiana. Secretary of State Marco Rubio has called for Khalil's removal under the 1952 Immigration and Nationality Act, arguing that his presence in the U.S. poses foreign policy risks due to his role in pro-Palestinian campus protests.Rubio's letter to the court claims Khalil was involved in “antisemitic protests and disruptive activities” but does not accuse him of any crimes. Instead, Rubio argues the government can revoke legal status based solely on speech or associations if deemed harmful to U.S. interests. Khalil's attorneys say the case is an attempt to punish constitutionally protected speech and have called the letter politically motivated and authoritarian in tone.They are requesting to subpoena and depose Rubio as part of their defense. The immigration court hearing the case operates under the Department of Justice and is separate from the federal judiciary. Khalil is also suing in a New Jersey federal court, alleging that his arrest, detention, and transfer far from his legal team and family were unconstitutional.US immigration judge to decide whether Columbia student Mahmoud Khalil can be deported | ReutersPresident Trump signed a bill nullifying a revised IRS rule that would have broadened the definition of a “broker” to include decentralized cryptocurrency exchanges, or DeFi platforms. The rule, finalized in the final weeks of the Biden administration, was part of a broader IRS effort to tighten crypto tax enforcement and was rooted in the 2021 Infrastructure Investment and Jobs Act. It would have required DeFi platforms to report user transactions to both the IRS and the users themselves.The crypto industry strongly opposed the rule, arguing that DeFi platforms do not function like traditional brokers and lack access to user identities, making compliance impossible. Centralized exchanges like Coinbase and Kraken, by contrast, already meet these reporting requirements as intermediaries. Both the House and Senate voted in March to repeal the IRS rule through the Congressional Review Act, which allows Congress to overturn recent federal regulations with a majority vote.Trump, who has positioned himself as a pro-crypto candidate, had campaigned on promises to support digital asset innovation. Since taking office, he has formed a federal cryptocurrency working group and signed an executive order to establish a national bitcoin reserve.Trump signs bill to nullify expanded IRS crypto broker rule | ReutersThis week's closing theme takes us back to April 13, 1850, when Richard Wagner's opera Lohengrin premiered in Weimar under the baton of his friend and supporter, Franz Liszt. Wagner, one of the most influential and controversial figures in classical music, was then in political exile, and unable to attend the debut of what would become one of his most iconic works. Known for his revolutionary approach to opera—melding music, drama, and mythology—Wagner crafted Lohengrin as a sweeping, mystical tale of a knight of the Holy Grail who arrives in a swan-drawn boat to defend the innocent Elsa of Brabant. The opera's shimmering textures, leitmotif-driven score, and spiritual overtones would set the stage for his later monumental works like Tristan und Isolde and the Ring Cycle.Lohengrin remains best known for its third-act bridal chorus—“Here Comes the Bride”—but the opera's deeper themes of identity, trust, and the cost of forbidden questions give it lasting emotional and philosophical weight. Set in a quasi-medieval world laced with mystery, the opera tells of a hero who must depart the moment his name is asked, leaving love suspended in silence. Wagner's orchestration in Lohengrin is luminous and patient, often evoking shimmering water and distant prophecy, with long-breathed phrases that seem to float above time.As a closing theme for this week, Lohengrin invites reflection—on belief, on leadership, and on how history so often pivots on names, silence, and the tension between loyalty and doubt. Its premiere on April 13th marks not only a moment in Wagner's evolution as a composer but also a cultural point of departure, where German Romanticism began leaning toward something darker and more transcendental. We end the week, then, with the slow unfurling of Lohengrin's prelude: a gentle, ascending shimmer that begins almost imperceptibly, and rises—like the swan on the river—toward the unknown.This week, we close with the prelude to Lohengrin by Richard Wagner—music of undeniable beauty from a composer whose legacy includes both brilliance and deeply troubling beliefs. We share it for its artistry, not its ideology. Without further ado, Richard Wagner's Lohengrin, the prelude. Enjoy! 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

PIMCON 2025 Tickets On Sale Now —--> Get yours today! You've got mountains of records, limited bandwidth, and a ticking clock. When the stakes are high in mass tort litigation, even the sharpest teams need an edge. Lisa Gorshe and Cara Wall have found it. In this episode of Personal Injury Mastermind, discover how forward-thinking attorneys are using AI not to replace legal judgment—but to sharpen it. From eDiscovery to cross-examination prep, Lisa and Cara reveal how AI is helping mass tort firms scale smarter, move faster, and fight harder for their clients. They're not talking about hypotheticals. This is hands-on insight from two litigators testing tools, navigating ethical gray areas, and presenting together at Mass Torts Made Perfect. Whether you're AI-curious or deep into prompt engineering, this episode will change how you think about the tech reshaping the industry. Key insights: What happens when your AI assistant knows your case better than your associate? The one AI feature that helped organize 20,000+ pages—and saved weeks of manual work Why seasoned trial lawyers are turning to AI for cross-exams (and what they're not trusting it with) The surprising metaphor trick that unlocked a powerful opening statement What happens when you treat AI like a coworker—with a name, role, and attitude The real reason AI won't replace lawyers (but will absolutely replace something else) Guest Details Lisa Ann Gorshe Managing Attorney | Johnson // Becker, Lisa brings over 25 years of experience in mass torts and complex litigation. Known for her even-tempered leadership and strategic insight, she's guided her firm through massive technological shifts with a steady hand and open mind. Johnson Becker | LinkedIn Carasusana “Cara” Wall Partner | Zoll & Kranz, A rising force in PI and mass torts, Cara blends courtroom skill with tech fluency. She's part of a new generation of lawyers who treat AI like a teammate—and know how to use it to get results. Zoll & Kranz | LinkedIn Chris Dreyer and Rankings Details Chris Dreyer is the CEO and founder of Rankings.io, the elite law firm marketing experts - for all your digital and traditional needs.   Rankings: Website, Instagram, Twitter Chris Dreyer: Website, Instagram Newsletters: The Dreyer Sheet  Books: Personal Injury Lawyer Marketing: From Good to GOAT; Niching Up: The Narrower the Market, the Bigger the Prize Work with Rankings: Connect

This episode dives into the real challenges recruitment professionals face—like perfectionism—and why consistency and authenticity are key when it comes to content creation. Dandan shares her journey from young recruiter to founder of DG Recruit, offering powerful insights into using social media and content to elevate your executive search practice.Discover proven strategies for building a strong personal brand, creating impactful content, and navigating the modern recruitment landscape. Whether you're scaling your search firm or aiming to hit new revenue goals, you'll walk away with actionable takeaways and fresh inspiration.Tune in and learn from industry leaders as they share the tools and tactics redefining success in executive search.________________Follow Dandan on LinkedIn: LinkedIn | Dandan ZhuTo learn more about agency recruitment check out: https://www.agencyrecruitmentacademy.com/Want to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Kilic argues that investment migration firms struggle to build credibility because they view branding as mere decoration, not strategy.View the full article here.Subscribe to the IMI Daily newsletter here.

Providing Salary Transparency to PractitionersIn this episode of the Accountant's Flight Plan Podcast, Dominic Piscopo shares with Brannon about his startup–Big4Transparency. This service provides accounting firms with data around salary compensation, breaking up the data by sector, geography, and position seniority. It is easy to use and accessible for firm owners who value their employees and want to compensate them fairly. They offer a tiered price model based on firm size and additionally offer recruitment services. To learn more, you can visit their website here: https://www.big4transparency.com/Dom is the founder of Big 4 Transparency, the largest crowdsourced database of accounting salaries on the market with over 18,000 rows of cleaned, standardized data. Big 4 Transparency is where 250,000+ accounting professionals go for high-quality salary data. Dom created this based on his own experience as a CPA working in tax at Deloitte and his frustrations with how difficult it was to find proper salary data - he's now built a business around it charging firms a subscription fee for access to in-depth analytics on this data set with quarterly updates, helping them set salaries without all the leg work of being involved in compensation surveys.Following Your Passions to Find BalanceBrannon and Dom discuss their shared experiences starting out their careers in Big 4 Firms. In Dom's experience working for a Big 4 before striking out on his own, he highlights the value of following all your disparate passions. He shares how his side business as a bartender and DJ for weddings led to cross-pollination with his tax work. With prospective clients meeting him through his side jobs and discovering the possibility of utilizing his tax services. The opportunity to find new and exciting opportunities outside of the traditional mold is important to keeping balance, as well as feeding your work-life balance. Connect with Dom: LinkedIn: https://www.linkedin.com/in/dopiscopo/Email: dom@big4transparency.com Big4Transparency: https://www.big4transparency.com/ Timestamps:00:47 - Introduction of Dominic Piscopo and his service: Big4Transparency8:30 - The Image Problem in the Accounting Industry 14:50 - How new technology provides an opportunity to add value17:22 - Balancing a side business as a DJ with a Big 4 job22:06 - Breakdown of how Big4Transparency works

Source's Natasha Campbell, Principal Thought Leadership Consultant, and Nicola Kostrzewska, Senior Consultant, caught up with Emma Carroll, Head of Content, on the latest episode of our The Future of the Firm podcast.  Natasha and Nicola shared the themes and findings from Source's latest Quality Ratings of Though Leadership report, including:  Being relevant to your target audience isn't just about making your presence continually felt in the market, but also about showing that you deeply understand your clients' current and future—even latent—needs. For firms to improve their resilience scores in Source's Quality Ratings report, they should make sure they are not merely naming authors but are also including biographies that outline their experience and knowledge to boost credibility. There is little transparency about how firms have been using GenAI in their thought leadership—and firms could be making an error here: Our quarterly survey found that clients actively want firms to demonstrate their use of AI. This year's report found that there was less thought leadership made in collaboration with think tanks, universities, or other organisations—but firms would benefit from using partnerships to foster innovation, expand reach, and amplify content.  If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Francine Bennett, Board Member at the Ada Lovelace Institute, about the opportunities and risks of AI for client organisations.

Firms are facing major capacity and talent challenges—and many are turning to offshoring, or global resourcing, to keep up. But how do you make it work?In this episode of Futureproof, GRF CPAs and Advisors partner Tricia Katebini shares how her firm built a global team that's fully integrated into their culture and client service model.Whether you're just getting started or refining your approach, this episode is packed with practical insights to help you navigate the future of talent.Resources:Tricia Katebini, CPA, MBA, Partner, Audit and Assurance at GRF CPAs and AdvisorsIndia GCC Landscape Report – The 5 Year Journey

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

Partner with GAMMA SOLUTIONS, LLC for an easier and affordable way to upgrade your digital infrastructure to better serve your customers and stakeholders. More details at 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

Breaking Into SEO in 2025: Opportunities for Attorneys That Big Firms Can't Touch with Lindsey Busfield>> Contact Lindsay at lindsey@optimizemyfirm.com>> Subscribe to the Personal Injury Marketing Minute: https://podcasts.apple.com/au/podcast/personal-injury-marketing-minute/id1536073987>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

This Day in Legal History:  Law for the Restoration of the Professional Civil ServiceOn April 7, 1933, the German government enacted the Law for the Restoration of the Professional Civil Service, a key early legal step in the Nazi regime's campaign to marginalize and exclude Jews and political dissenters from public life. The law targeted civil servants, stating that anyone who was not of “Aryan” descent or who held views deemed politically unreliable—especially Communists and Social Democrats—could be dismissed from government service. While phrased in bureaucratic language, the law was a thinly veiled act of political and racial purging. Jewish teachers, professors, judges, and other state employees were removed from their posts, some having served Germany for decades, including veterans of World War I.The law also gave the regime a tool to begin shaping state institutions along Nazi ideological lines. Its vague language about “unreliability” gave officials wide discretion to remove not only Jews but anyone who opposed the Nazis or failed to show sufficient loyalty. Although certain Jewish individuals were temporarily exempted under a “front-line fighter” clause—meant to placate concerns about fairness—the loophole would soon be closed in later legislation.This marked the first legal codification of anti-Semitism in Nazi Germany, providing a model for further exclusionary laws such as the 1935 Nuremberg Laws. It also demonstrated how laws could be used not only to formalize discrimination but to normalize it, embedding it into the everyday machinery of the state. By disguising oppression as administrative reform, the Nazi government laid the groundwork for a bureaucratic system of persecution that would escalate into far more violent phases in the years to come.Kirkland & Ellis, the world's highest-grossing law firm, is in negotiations with the Trump administration to avoid being targeted by an executive order similar to those issued against several of its competitors. The firm reportedly reached out to the White House proactively, hoping to strike a deal that would spare it from the penalties imposed on others—such as revoking security clearances, limiting federal access, or canceling client contracts.Other cowardly firms like Paul Weiss, Skadden Arps, and Milbank have already secured deals involving multimillion-dollar pledges for pro bono legal work aligned with White House priorities. These agreements also include commitments to avoid discriminatory diversity practices and to recruit ideologically diverse attorneys. Kirkland, though not yet the subject of an executive order, is one of 20 firms under Equal Employment Opportunity Commission scrutiny following Trump's directives.In 2024, Kirkland earned nearly $9 billion, with its lawyers playing key roles in major private equity and M&A deals, topping Bloomberg Law's transactional rankings. The firm's aggressive style and market dominance have made it a heavyweight in the legal world, and this move signals its intent to shield its interests amid the Trump administration's ongoing pressure campaign against firms seen as politically opposed.$9 billion in earnings is, apparently, not enough to buy a spine. Kirkland Talks Deal With Trump White House, Looks to Avoid OrderMore than 500 law firms have signed onto a court brief supporting Perkins Coie in its legal challenge against a Trump executive order that penalizes the firm over past political work and diversity policies. The brief, filed with U.S. District Judge Beryl Howell, criticizes what it describes as a dangerous effort to intimidate the legal profession, warning that legal representation of disfavored causes may now provoke government retaliation. Perkins Coie filed the lawsuit on March 11, following Trump's order targeting the firm for its past representation of Hillary Clinton's campaign and its internal diversity policies. Several firms targeted by similar orders—such as WilmerHale, Jenner & Block, and Covington & Burling—have either sued or signed the brief. Others, including once again the aforementioned Paul Weiss and Skadden Arps, reached deals with Trump to avoid formal action.Judge Howell has already blocked parts of Trump's order, calling it unconstitutional and a threat to the legal system's foundations. The White House maintains the orders are lawful exercises of presidential authority. The brief was spearheaded by former Obama Solicitor General Donald Verrilli, who now practices at Munger, Tolles & Olson, one of several prominent firms suing the administration over related matters. Many top law firms have stayed silent, but the growing backlash reflects broad concern about the use of presidential power to retaliate against legal opposition. Critics say the executive orders weaponize the law to chill dissent and undercut core legal protections.More than 500 law firms back Perkins Coie suit against punitive Trump order | ReutersA U.S. Department of Justice attorney has been placed on administrative leave after failing to defend the government's actions in a wrongful deportation case that a federal judge described as “wholly lawless.” The case involves Kilmar Abrego Garcia, a legally present Salvadoran migrant with a valid work permit, who was mistakenly deported despite a court order blocking his removal. U.S. District Judge Paula Xinis ordered that he be returned to Maryland and found no legal basis for his arrest, detention, or deportation, noting he had complied with all immigration requirements and had no criminal record.At a recent hearing, DOJ lawyer Erez Reuveni struggled to explain the deportation and admitted he lacked evidence justifying the government's actions. Attorney General Pam Bondi confirmed that Reuveni and his supervisor August Flentje have been sidelined from the case. The administration is appealing the order but has acknowledged in court filings that Abrego Garcia's deportation was a mistake.The deported man is now being held in a high-risk prison in El Salvador. The Trump administration has justified its actions by claiming gang affiliations, though there are no charges against Abrego Garcia. The case highlights broader concerns about due process and immigration enforcement under the current administration, with critics pointing to a pattern of ignoring legal protections in deportation proceedings.US sidelines DOJ lawyer involved in deportation case, which judge calls 'wholly lawless' | Reuters 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

In this episode, we sit down with Gabriel Stiritz, founder of Lexamica, to explore his journey from nonprofit fundraising to transforming the legal industry with technology-driven solutions. Gabriel shares how his passion for building organizations and mission-driven work led him from helping youth in Jersey City to revolutionizing how law firms handle referrals. He dives into the challenges of entrepreneurship, the power of learning from others, and the evolving role of AI in the legal space. Gabriel also reflects on the critical role of leadership, the importance of aligning business with personal values, and how his experiences across different industries shaped his approach to innovation. Whether you're an entrepreneur, a legal professional, or someone passionate about making an impact, this conversation offers valuable insights into finding purpose in business and building solutions that truly matter. Takeaways: Finding purpose in a career makes even the toughest days worthwhile. When work is centered around helping others, it creates lasting motivation and fulfillment.Success in business often comes from applying lessons learned across different industries and experiences. Skills developed in one field, like fundraising or sales, can translate effectively into other areas.Some of the best business opportunities come from recognizing inefficiencies in an industry and creating innovative solutions to improve outdated processes.A leader's primary responsibility is to set a clear vision for the team and ensure they have the resources to execute that vision. Effective leadership involves stepping back and allowing team members to thrive.The legal industry has undergone significant changes with advancements in cloud computing, AI, and automation. Firms that embrace these technologies can operate more efficiently and serve more clients.There are countless ways to build a successful brand today, from social media and digital marketing to traditional advertising. Businesses need to choose the approach that aligns with their strengths and market positioning.Achievements in business are important, but maintaining a strong foundation in personal relationships, especially with family, is the ultimate long-term success.

This Day in Legal History:  MLK AssassinatedOn April 4, 1968, civil rights leader Dr. Martin Luther King Jr. was assassinated while standing on the balcony of the Lorraine Motel in Memphis, Tennessee. King had traveled to Memphis to support striking sanitation workers, emphasizing his ongoing commitment to economic justice alongside racial equality. His death sent shockwaves through the United States, triggering riots in more than 100 cities and accelerating the passage of key civil rights legislation.King was a central figure in the American civil rights movement, having led campaigns against segregation, voter suppression, and economic inequality. His advocacy relied heavily on nonviolent protest and legal strategies that tested the limits of constitutional protections and federal civil rights enforcement. The assassination drew intense public scrutiny to the federal government's role in protecting civil rights activists.James Earl Ray, an escaped convict, was arrested and charged with King's murder. He pleaded guilty in 1969, avoiding a trial, but later recanted and sought to withdraw the plea. Controversy surrounding the investigation and conviction has persisted for decades, with some—including members of King's own family—questioning whether Ray acted alone or was part of a larger conspiracy.King's assassination directly influenced the U.S. Congress to pass the Civil Rights Act of 1968, also known as the Fair Housing Act, which prohibited housing discrimination based on race, religion, or national origin. The legislation had faced significant resistance before King's death but was passed just days afterward. His assassination also galvanized greater federal attention to civil rights enforcement under the Equal Protection Clause of the Fourteenth Amendment.A group of 12 Republican-led states, including Texas, Florida, and Missouri, has asked 20 major U.S. law firms to provide documentation on their diversity, equity, and inclusion (DEI) initiatives. The request, led by Texas Attorney General Ken Paxton, seeks to determine whether the firms' practices comply with federal and state anti-discrimination laws. In a letter sent Thursday, the states referenced recent concerns raised by the U.S. Equal Employment Opportunity Commission (EEOC), which had previously asked the same firms for similar information.Paxton cited potential violations of Title VII of the Civil Rights Act, alleging that some law firms may use hiring policies that prioritize race, sex, or other protected characteristics. He also pointed to possible state-level violations, including those related to deceptive trade practices. The letter specifically called out programs such as diversity fellowships and hiring goals aimed at increasing representation from historically marginalized groups.The states argue they have authority to investigate and enforce laws that prohibit employment discrimination, including policies that may inadvertently or intentionally favor individuals based on race or other traits. Firms named include top legal players like Kirkland & Ellis, Ropes & Gray, and Skadden, Arps.GOP-Led States Want 20 Law Firms to Disclose Their DEI PracticesRepublicans are considering a significant shift in tax policy by potentially introducing a new top tax bracket for individuals earning $1 million or more annually. The proposed rate, currently under discussion, would range from 39% to 40%, marking a departure from the party's longstanding resistance to tax increases. This idea is part of a broader effort to offset the cost of a multi-trillion dollar tax package being developed by Trump administration allies and Republican lawmakers.Also on the table is a return to the 39.6% top income tax rate previously enacted during the Obama administration, replacing the current 37% rate for high earners. The GOP aims to pass the new tax legislation within months, renewing provisions from the 2017 Tax Cuts and Jobs Act while incorporating new deductions and reforms to appeal to middle- and working-class voters.Treasury Secretary Scott Bessent has emphasized the urgency of making Trump's earlier tax cuts permanent and stabilizing markets following recent tariff announcements. The evolving plan reflects a broader ideological shift within the Republican Party toward more populist economic messaging.To help pay for the new tax measures, the proposal also includes eliminating the carried interest loophole used by hedge fund and private equity managers and expanding deductions such as those for car loan interest and tipped wages. Trump's campaign promises — including removing taxes on overtime pay and Social Security benefits — are being considered for inclusion as well.Republicans Debate Hiking Top Tax Rate to 40% For Millionaires - BloombergOver 300 law professors from top institutions, along with legal advocacy groups across the political spectrum, have filed court briefs supporting Perkins Coie in its lawsuit against an executive order issued by Trump. The order, signed on March 6, penalizes the law firm for its work with Hillary Clinton and its internal diversity policies by restricting its access to federal buildings, officials, and contracts. Professors from Yale, Harvard, and Stanford argued the order is unconstitutional and undermines the independence of the legal profession.Their brief warned that targeting a firm for political reasons threatens any lawyer or firm that chooses to oppose the president in court, calling the order a dangerous precedent. Advocacy groups such as the ACLU and the Cato Institute echoed that concern, labeling Trump's action an attack on the legal system and a threat to Americans' right to legal representation.The White House responded by defending the order as a lawful measure to align federal partnerships with the administration's policies, criticizing the lawsuit as an attempt to preserve "government perks." Meanwhile, the Justice Department has requested that a Washington federal judge dismiss the lawsuit. Other firms named in similar orders — Jenner & Block and WilmerHale — have also filed suits, while some, like Skadden Arps and Paul Weiss, have made agreements with the White House to avoid sanctions.Law professors, legal groups back Perkins Coie in lawsuit over Trump order | ReutersThis week's closing music comes from one of the most innovative and influential composers of the 20th century: Igor Stravinsky. Known for revolutionary works like The Rite of Spring and The Firebird, Stravinsky continually reinvented his style throughout his long career. Born in 1882 near St. Petersburg, Russia, and passing away on April 6, 1971, in New York City, Stravinsky's life spanned continents, world wars, and artistic upheavals. While he is best remembered for his large-scale ballets and orchestral works, he also composed for smaller forms, including a fascinating piece titled simply Tango.Composed in 1940, Tango marks Stravinsky's first original composition written entirely in the United States after his move from Europe. At the time, he was living in Hollywood and adapting to a new cultural and musical environment. The piece is short, dark, and rhythmically sharp—more brooding than danceable—and carries the flavor of the tango tradition filtered through Stravinsky's idiosyncratic, angular style. It was originally written for piano, though Stravinsky later orchestrated it.Tango reflects Stravinsky's interest in blending traditional forms with modernist dissonance and unpredictability. It's a brief but compelling listen that offers a very different side of a composer often associated with thunderous orchestras and ballet scandals. Its rhythmic complexity and stark character echo the uncertainties of the time it was written, just as World War II was escalating. The piece serves as a reminder that even in exile, Stravinsky continued to experiment, innovate, and absorb new influences. As we remember his death on April 6, Tango is a fitting close—wry, lean, and unmistakably Stravinsky.Without further ado, Igor Stravinsky's Tango — enjoy! 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

When a high-value case walks through your door, you know this could be the catalyst that transforms your practice. But without substantial resources, you're faced with difficult choices: refer the case out for a fraction of its value or risk your entire practice. Elizabeth Larrick discovered a third option. In this episode of Personal Injury Mastermind, learn how virtual focus groups provide an innovative solution for small and mid-sized personal injury firms. Elizabeth explains how this approach allows firms to maximize case value without requiring the extensive resources traditionally needed to handle high-value cases. Key insights: Virtual focus groups can help firms identify case strengths and weaknesses early in the process These cost-effective alternatives to traditional focus groups help small firms make strategic decisions about whether to litigate or settle The approach allows attorneys to identify blind spots before major depositions and expert testimony Focus groups can be conducted throughout the case timeline - as short as one hour early on, with longer sessions as trial approaches Guest Details Elizabeth Larrick works primarily with solo practitioners and small to mid-sized firms, helping them make strategic decisions about high-value cases without requiring the traditional "war chest" that larger firms maintain. Elizabeth Larrick: LinkedIn, Podcast  Larrick Law Firm: Website Chris Dreyer and Rankings Details Chris Dreyer is the CEO and founder of Rankings.io, the elite law firm marketing experts - for all your digital and traditional needs.   Rankings: Website, Instagram, Twitter Chris Dreyer: Website, Instagram Newsletters: The Dreyer Sheet  Books: Personal Injury Lawyer Marketing: From Good to GOAT; Niching Up: The Narrower the Market, the Bigger the Prize Work with Rankings: Connect

Welcome to another insightful episode of The Full Desk Experience, where we dive deep into the talent industry with top leaders shaping the field. Kortney Harmon is joined by Jeff Kaye, a powerhouse in executive search with leadership roles at Kaye/Bassman, Next Level Exchange, and Sanford Rose Associates.This conversation unpacks the challenges and opportunities in recruiting, from technological advancements to niche specialization and strategies for profitable, sustainable growth. Whether you're a seasoned recruiter or new to the field, you'll gain valuable insights to refine your approach and elevate your success.Tune in as we explore the evolving world of executive search and what it takes to thrive!________________Follow Jeff on LinkedIn: LinkedIn | Jeff KayeCheck out the Next Level Exchange Website hereFor Starfish Partners Website hereFor Stanford Rose Associates click hereFor Dimensional Search click hereFor Recruiter University click hereWant to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

In today's episode, I sit down with Gretta Rusanow, Head of Law Firm Group Advisory Services for Citi Global Wealth at Work, to break down the findings of the 2025 Citi Hildebrandt Client Advisory. This annual report is one of the most closely watched analyses in the legal industry, providing insights on market trends, firm growth strategies, and the evolving business model of law firms. We explore some of the biggest challenges and opportunities law firms are facing, including the slow but inevitable adoption of generative AI, shifting leverage models, the expansion of non-equity partner tiers, and how firms are approaching lateral hiring in an increasingly competitive market. If you're a law firm leader, an aspiring partner, or simply want to stay ahead of where the legal industry is headed, this episode is packed with valuable insights. At a Glance: 00:00 Introduction: The Future of Big Law  01:20 Overview of the Citi Hildebrandt Client Advisory and its influence on law firm strategy 04:03 How law firms are responding to generative AI and why spending remains low 08:20 The challenge of recouping AI investment costs while maintaining profitability 10:46 How AI may reshape associate leverage models and impact billing structures 16:07 The role of lateral partner hiring and why success rates remain modest 20:56 The rise of the non-equity partner tier and its impact on law firm economics 27:21 The risks of an overgrown income partner tier and how firms can manage it effectively 30:51 Growth markets and law firm consolidation trends in 2025 A Few Takeaways: Generative AI Adoption Is Slow, But Inevitable: Despite all the buzz, law firms spent less than 1% of their revenue on generative AI tools in 2023. Firms are still in the assessment phase, but large-scale investment is coming. Those that successfully integrate AI will need to balance efficiency gains with sustainable billing models. Leverage Models Will Shift, But Not Disappear: While AI may reduce the need for first- and second-year associates to perform certain tasks, firms are more likely to reshape their leverage models than abandon them. Many firms expect a shift toward mid-level and senior associates who can refine AI-generated work rather than a dramatic cut in junior hiring. Lateral Hiring Is a Gamble: The success rate of lateral hires remains low, with many firms finding that promised books of business don't always materialize. Firms that succeed in lateral hiring have rigorous integration strategies, ensuring new partners are fully embedded in firm culture and client relationships. The Non-Equity Partner Tier Is Expanding for Retention: More firms are embracing the income partner model as a way to retain senior associates who might otherwise leave. While this strategy can strengthen talent pipelines, firms must carefully manage this tier to avoid the inefficiencies seen in past decades. Market Consolidation Is Expected to Continue: The cost of running a law firm is rising, from AI investments to partner compensation. In an environment of modest demand growth, firms will increasingly turn to mergers and strategic consolidation to remain competitive, particularly in high-cost legal markets like New York, California, and London. Rate, Review, & Follow on Apple Podcasts & Spotify Do you enjoy listening to Big Law Life?  Please consider rating and reviewing the show! This helps support and reach more people like you who want to grow a career in Big Law.  For Apple Podcasts, click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! Also, if you haven't done so already, follow the podcast here!  For Spotify, tap here on your mobile phone, follow the podcast, listen to the show, then find the rating icon below the description, and tap to rate with five stars. How to reach Gretta Rusanow: gretta.rusanow@citi.com Interested in doing 1-2-1 coaching with Laura Terrell? Or learning more about her work coaching and consulting? - here are ways to reach out to her: www.lauraterrell.com  laura@lauraterrell.com   LinkedIn: https://www.linkedin.com/in/lauralterrell/  Instagram: https://www.instagram.com/lauraterrellcoaching/  Show notes: https://www.lauraterrell.com/podcast  

Podcast Guest: Mark BassingthwaighteEmail Address: mbass@alpsinsurance.comWebsite: https://www.alpsinsurance.com/Blog: https://www.alpsinsurance.com/blogCLE Catalog: https://alps.ce21.com/Facebook: https://www.facebook.com/alpscorporation/Instagram: https://www.instagram.com/alpsinsurance/LinkedIn: https://www.linkedin.com/groups/3966272/YouTube: https://www.youtube.com/ALPSCorporation

In this episode of the Accounting Influencers Podcast, host Rob Brown speaks with Gale Crosley, one of the world's foremost strategic growth advisors to accounting firms. Together they explore why many CPA firms struggle with sustainable growth, the rise of private equity in the profession, and how firms can position themselves for long-term success.Key TakeawaysStrategic growth means sustainable, profitable, and efficient growth—not luck or market dependency.Many accounting firms rely on opportunistic growth instead of a strategic plan.Private equity is accelerating the adoption of C-suite roles in accounting firms.Firms without a clear growth framework risk irrelevance or acquisition.Chief Growth Officers (CGOs) are becoming vital for future-proofing firms.Leadership alignment around growth strategies is crucial.Entrepreneurial and intrapreneurial mindsets are game changers for CPA firms.Killer Quotes"Strategic growth isn't about fishing; it's about building the right boat.""The firms thriving tomorrow are planting seeds today.""Private equity is here, and it's changing everything.""If you don't have a growth framework, someone else will buy you.""The future belongs to firms who think like entrepreneurs.""A Chief Growth Officer isn't a luxury, it's a necessity.""Leadership without strategy is just hope with a deadline."The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. To find out more, contact host Rob Brown on LinkedIn https://www.linkedin.com/in/therobbrown

A group of taxi drivers in Dublin have come together to create their own app in response to the big taxi firms and the bills they impose on drivers.Dublin taxi drivers Kamal Gill and Lar Kelly felt these big ­companies were taking too much from fares and have started their own app, Hola Taxi, that charges taxi drivers just €1 per fare…Both of them join Kieran to discuss.

Today's blockchain and cryptocurrency news  Bitcoin is up half a percent at $85,137 Eth is down half a percent at $1,895 XRP, is up one percent at $2.22 SEC drops enforcement against Kraken, Consensys and Cumberland Learn more about your ad choices. Visit megaphone.fm/adchoices

From the BBC World Service: As Canada's prime minister, Mark Carney, says the U.S. is no longer a reliable partner, Canadian businesses that work with American companies are facing a tough decision: continue their trading relationships or try to bring more operations and supply chains home. Also, as card payments rise, the UK sees an unintended benefit for children’s health.

From the BBC World Service: As Canada's prime minister, Mark Carney, says the U.S. is no longer a reliable partner, Canadian businesses that work with American companies are facing a tough decision: continue their trading relationships or try to bring more operations and supply chains home. Also, as card payments rise, the UK sees an unintended benefit for children’s health.

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Running an engineering firm is already hard enough. Why make it worse by using static spreadsheets, many disconnected apps, or (even worse) century-old methods your grandpa used to run his shop?

Chinese President Xi Jinping has met representatives from the international business community in Beijing. Over the past week, heads of some 80 multinationals including Siemens, Apple, Samsung and Pfizer have flocked to China to seek new cooperation opportunities, with nearly 30 U.S. companies—more than any other foreign country—represented at the China Development Forum. Why are these firms still betting big on the Chinese market? Host Ge Anna joins Ann Lee, Expert of China US economic relations and the author of the book "What the U.S. Can Learn from China"; Haolan Wang, Research Assistant at the Asia Society Policy Institute's Center for China Analysis; Dr. John Gong, Professor with University of International Business and Economics.

In this episode of The PDB Afternoon Bulletin:   First, Israel is upping the pressure on Hezbollah militants in Lebanon, launching another series of overnight strikes that killed a senior commander of the terror group's elite Radwan force, as well as a group of weapons smugglers. Later in the show, the Trump administration is tightening the screws on Beijing, adding 50 Chinese tech firms to the U.S. export blacklist in an effort to restrict the CCP's access to advanced American technology, including artificial intelligence. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Kikoff: Build credit fast and get your first month for just a dollar at https://GetKikoff.com/mike today. Thanks to Kikoff for sponsoring us! Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, we're diving deep into the ever-evolving legislative and regulatory landscape shaping the staffing and recruiting industry. Joining us is Toby Malara, Vice President of Government Relations at the American Staffing Association. With over two decades of experience in government affairs and legal counsel, Toby unpacks the latest legislative changes, regulatory shifts, and challenges facing staffing firms today. From DEI programs and immigration policies to independent contractor regulations, pay transparency laws, and business-to-business service taxes—there's a lot to cover.If you're in staffing or simply want to understand the policies shaping the industry, this conversation is a must-listen. Sit back, tune in as we break down the key trends influencing the future of staffing and recruiting.________________Follow Toby on LinkedIn: LinkedIn | Toby MalaraFor more information on the Staffing Law Conference click hereTo become a member of ASA click hereWant to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

00:00 Intro01:11 Chinese Firms Raise $2 Billion from US Stock Market03:19 Intel Heads Say Ccp Biggest Threat to the US06:40 Report Highlights China's Strategy to Overtake US in AI12:35 US Adds Dozens of Chinese Firms to Blacklist14:37 Vance, Second Lady to Visit Greenland Base17:44 Religious Freedom Commission Names Countries of Concern20:03 Anecdote at Hearing About China, Russia, Iran

Here's how we keep them honest... And here's the website helping us all: https://www.themidasproject.com/watchtower/

US federal funding cuts to the cybersecurity center that serves state and local government entities has raised concern about vulnerabilities in these decentralized systems. Netta Squires, President of Government Affairs, Cybersecurity Strategy, and Enterprise Resilience at Open District Solutions, told KAN reporter Naomi Segal that the situation has created an opportunity for Israeli startups to collaborate more closely with US state and local authorities to deliver cybersecurity solutions. Squires is currently in Israel attending Cybertech Global Tel Aviv. (Photo: Courtesy)See omnystudio.com/listener for privacy information.

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I'm David Capablanca, a stock trader verified by multiple third-party auditors. I'm explaining 4 Concerning Reasons why the new wave of " Funded Trading " and " Online Prop Firms " are harmful to the trading community, especially to the beginner traders. Send us a text Friendly Bear UniversityGet Profitable & Master Your Trading - Memberships & Courses Now AvailableFriendly Bear DiscordJoin The Friendly Bear Discord (message a mod for trade floor channel access)David's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!Cobra TradingClick the link and get 33% off commissions for life as well as one month of free DAS Trader PlatformAskEdgarUse Code friendlybear for 25% off for AskEdgar, the new standard for researching SEC filingsFlash ResearchUse coupon code FB15 for 15% off Premium. Find your edge with the best stock analyzer EdgeToTradeUse coupon code FRIENDLYBEAR15 for 15% off EdgeToTrade, the financial research platform for tradersDilution TrackerClick the link and get 10% off of Dilution TrackerTraderSyncClick the link for a FREE 7-day trial of the best and only trade journaling software that I use. TradeIdeasUse coupon code FRIENDLYBEAR for 15% off TradeIdeas real-time data stock scannerFlashSECClick the link and get 15% off 12 months of FlashSECTC2000Click the link to get $25 off TC2000 servicesOrtexORTEX brings you the most timely and accurate Short interest data availableKinfoUse coupon code FRIENDLYB106728 for 10% off Kinfo PRODisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Is MAHA being invaded? X users noticed a strange pattern of MAGA influencer accounts posting near-identical oppositions to the removal of sugary soda drinks from the SNAP program. Journalist Nick Sortor alleges the campaign was funded by Big Soda organizations in an attempt to subvert the MAHA movement via a secretive agency called Influenceable. Though it was likely a legitimate sponsorship, the posts did not include FTC disclosures and misleadingly excluded any indications that they were paid promotions. “I strongly lean libertarian and don't care what choices people make – UNLESS they impact others,” writes attorney Tom Renz. “We pay for SNAP and if you are on SNAP you may well also be on Medicaid. I don't want to pay for unhealthy food and then have to turn around and pay for your healthcare because you ate it.” Tom Renz is an attorney from Ohio dedicated to fighting corruption and defending freedom. Find more at https://tomrenz.com and follow him at https://x.com/RenzTom Dr. Randy Bock is a physician at Regeneris Elite Men's Health Clinic with over 30 years in primary care. He pioneered a sobriety-based narcotic-detox program in 2008 and authored Overturning Zika. His forthcoming book is titled Withdraw to Freedom. Find more at https://randybock.com and https://x.com/DrRandallBock 「 SUPPORT OUR SPONSORS 」 Find out more about the brands that make this show possible and get special discounts on Dr. Drew's favorite products at https://drdrew.com/sponsors  • FATTY15 – The future of essential fatty acids is here! Strengthen your cells against age-related breakdown with Fatty15. Get 15% off a 90-day Starter Kit Subscription at https://drdrew.com/fatty15 • PALEOVALLEY - "Paleovalley has a wide variety of extraordinary products that are both healthful and delicious,” says Dr. Drew. "I am a huge fan of this brand and know you'll love it too!” Get 15% off your first order at https://drdrew.com/paleovalley • THE WELLNESS COMPANY - Counteract harmful spike proteins with TWC's Signature Series Spike Support Formula containing nattokinase and selenium. Learn more about TWC's supplements at https://twc.health/drew 「 MEDICAL NOTE 」 Portions of this program may examine countervailing views on important medical issues. Always consult your physician before making any decisions about your health. 「 ABOUT THE SHOW 」 Ask Dr. Drew is produced by Kaleb Nation (https://kalebnation.com) and Susan Pinsky (https://twitter.com/firstladyoflove). This show is for entertainment and/or informational purposes only, and is not a substitute for medical advice, diagnosis, or treatment. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ray Sclafani discusses the critical importance of structured career paths in advisory firms. He outlines five key reasons why career paths matter, including employee retention, skill development, stronger client relationships, succession planning, and enhanced firm value. Ray then presents seven actionable steps to build effective career paths for team members, emphasizing the need for clear definitions, mentorship, measurable milestones, and ongoing conversations about career development. He concludes by addressing common challenges faced by advisors in implementing these strategies and encourages leaders to cultivate talent within their firms for long-term success.Key TakeawaysCreating structured career paths boosts employee satisfaction.94% of employees are willing to stay longer with career development.Firms with strong career development report higher client retention.Career paths enhance firm value during ownership changes.Compensation should align with career growth.Encourage ongoing career conversations for continuous development.Click here for the CFP Board Financial Planning Career Paths downloadFor more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode, I sit down with Seema, a partner on the Andreessen Horowitz Fintech Team, to explore how AI is transforming accounting. We uncover why 75% of accountants may retire over the next decade and how AI could relieve shortages by streamlining data ingestion, research, reporting, and client advising. Seema also shares insights from her comprehensive market map on AI in accounting, along with strategies for founders looking to sell either directly to firms or through embedded solutions. Whether you're curious about the future of audit, tax, or month-end close, this conversation reveals how AI can reshape one of the largest professional fields.00:00:00 - Why Accounting Faces a Crisis00:02:06 - Seema's AI & Accounting Market Map00:04:23 - Four Big Jobs for AI in Firms00:06:57 - Data Ingestion & Month-End Close00:09:08 - Research & AI-Driven Judgments00:12:08 - Firms' Excitement, Key Obstacles00:15:08 - Challenges with Trust & Accuracy00:17:27 - Selling AI: Firms vs. Companies00:20:29 - Automation & Billable Hours Shift00:23:38 - Embedded Accounting & Verticalization00:26:52 - Niche Communities & Next Steps00:29:24 - Future Outlook & Conclusion

In this episode of the Perfect RIA Podcast, Matthew Jarvis sits down with financial powerhouse Jenny Martella, whose journey from managing $19 million to $250 million before joining Modera is nothing short of inspirational. Jenny shares wisdom that goes beyond numbers, revealing how meaningful connections shaped her success story. She unpacks the secret of effective succession planning (hint: it's not just about retirement) and why creating the right firm culture can make or break your practice. Jenny offers refreshing insights on why women advisors bring distinctive strengths to the table that boost bottom lines and how finding your niche can transform casual prospects into devoted clients. The conversation weaves through practical advice on building leadership teams, embracing mentorship, and staying "bus ready" to protect client interests. Perhaps most compelling is Jenny's philosophy that when your team thrives, your clients flourish – suggesting that the path to profitability might be paved with purpose rather than just profit margins. The 'Bus Ready' Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300] Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Jenny Martella: LinkedIn | Website

Robert H. Bork Jr., President of the Antitrust Education Project, and recently reissued his father's book, The Antitrust Paradox: A Policy at War with Itself. Trump warns EU against targeting U.S. tech firms

Here's something a little creepy. In a bonus episode from August 2022, Matt and Sam were discussing Sam's profile of Arizona Senate hopeful and Peter Thiel-protégé Blake Masters when we found ourselves imagining how a future union of MAGA nationalism and Silicon Valley libertarianism might try to run the government. A listener flagged it for us, noting that the description — which we call "exit from within" — sounds remarkably similar to what we are now experiencing with Trump, Musk, DOGE, and the tech right. We had totally forgotten about this, and thought the rest of you might like to hear it. We'll be back to our regular programming, with the Elon Musk episode, next week. The full episode, "Masters of War," is on Patreon. Readings: Sam Adler-Bell, "The Violent Fantasies of Blake Masters," NYTimes, Aug 3, 2022. Albert O. Hirschman, "Exit, Voice, and Loyalty: Responses to Decline in Firms, Organizations, and States," (1970) ...and don't forget to subscribe to Know Your Enemy on Patreon to listen to all of our premium episodes!