Podcasts about firms

Amid Trump's tariff wars, American firms have stepped up hiring in India, underscoring the country's importance as a talent hub. Nandan Nilekani tells Moneycontrol that AI won't kill Indian IT, “such obituaries have been written before”. Also find an exclusive interview with Naveen Jindal as he addresses wide ranging topics. Also inside: India's consumer credit story, trade moves, and our data story of the day.

The U.S. government will take a 10% stake in the company, whose technology has been used by sanctioned Chinese surveillance and facial recognition firms including Uniview and Hikvision. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Reform firm structures before outside forces impose changes that erode independence.Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“We don't change unless we have to, but waiting for a crisis to force transformation is a failure of leadership,” says Michael Meihaus, owner of Meihaus CPA, appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing. Meihaus calls for firm leaders to embrace meaningful ownership authority and rethink outdated business models that are no longer serving their people or their purpose.  More Gear Up for Growth here. | More Jean Caragher here |  Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here |  More CPA Trendlines videos and podcasts here Meihaus identifies two core failings within many accounting firms.

Is your CRM helping you drive placements—or just creating more admin work? In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug Media) sits down with Casey Peddicord (Senior Director of Channel Sales at SmartBug) to uncover the biggest mistakes staffing firms make with CRM strategy—and how to fix them. From poor adoption and messy data to clunky handoffs between recruiters and sales, Casey shares why so many firms struggle to get real ROI from their systems—and what a healthy, revenue-driving CRM should actually look like. You'll learn: ✅ The top pitfalls staffing firms face with CRM adoption and usage ✅ How to spot the warning signs your CRM is costing you placements and revenue ✅ What separates “using” a CRM from optimizing one ✅ How HubSpot helps break down silos between sales, recruiters, and marketing ✅ Practical steps leaders can take today to improve CRM performance Whether you're relying on a legacy staffing CRM, piecing together spreadsheets, or trying to integrate an ATS with your tech stack, this episode will help you rethink how CRM strategy should work for your business. ⏱️ Key Highlights: [01:08] Why recruiters resist CRM adoption (and how leadership buy-in changes everything) [02:32] Data overload: when CRMs become a chore instead of a growth engine [03:55] Missed placements: spotting signs your CRM is quietly draining revenue [06:25] Using vs. optimizing a CRM — why it's the difference between record-keeping and revenue-driving [12:20] What a healthy CRM system looks like for staffing firms today [16:56] Breaking down silos: aligning sales, recruiters, and marketing inside your CRM [22:04] How HubSpot automation turns handoffs into handshakes [27:21] The role of AI in scaling recruiter productivity without losing the human touch [30:04] A quick-win staffing metric you can improve this week [32:03] The mindset shift: moving from “reporting tool” to “revenue tool” [33:52] How SmartBug helps staffing firms customize and optimize HubSpot for growth

This week we talk to Wendy Kriz Evans, a principal at LCP, about the key findings from LCP's annual Solvency II report. We discuss: • Changes in the UK and Irish market solvency coverage ratio. • The changes in geo-political risks firms are facing. • How firms are starting to take action on cyber and climate change risks.

The Bank of Ghana has directed mining firms to channel their foreign exchange inflows through commercial banks, rather than directly to the central bank.

From BUT to AND: How Gary Mitchell Helps Attorneys Build Multi-Seven-Figure Firms While Working 2 Days a WeekGet in touch with Gary!gary@ontraccoach.com>> 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.

Peggy Smedley and Yury Gomez, global commercial head for supply chain manufacturing and mobility industries, Microsoft, talk about the acceleration of AI (artificial intelligence) and agentic AI. She says supply chains are getting drastically overwhelmed once again, with geopolitical conflicts, but the good news is Microsoft is changing how the supply chain is done with technology because technology is really changing the game.  They also discuss: What a Frontier Firm is and how agentic AI can help Frontier Firms. Examples of case studies where agentic AI is helping in the supply chain. Three areas where companies need to intensify. 2025: The year the Frontier Firm is born Building the Frontier Firm with Microsoft Azure: The business case for cloud and AI modernization (8/26/25 - 934) What You Might Have Missed: Key Considerations for Manufacturing The Age of AI in Automotive Manufacturing: Yesterday, Today, and Tomorrow IoT, Internet of Things, Peggy Smedley, artificial intelligence, machine learning, big data, digital transformation, cybersecurity, blockchain, 5G, cloud, sustainability, future of work, podcast, Yury Gomez, Microsoft This episode is available on all major streaming platforms. If you enjoyed this segment, please consider leaving a review on Apple Podcasts.  

Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success. Resources:Program referenced: The Teamwork Movement Practice Management Program Training referenced: The Teamwork Movement Live Training

Send us a textSteadier bonds and AI optimism help stocks to bounce back; Nvidia eyed. Dollar edges up as Fed independence fears ease slightly. But inflation and borrowing concerns keep risk appetite in check.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Content that creates authority. Social ads that set appointments. Referrals that actually call back. Kara Prior (President, James Publishing / James Amplifier) shares how PI firms are converting attention into signed clients—using niche books, AI-cloned video, and a referral system that delivers. Kara explains: Why niche authority books beat generic guides for proof, follow-up, and lead capture. The math behind Social Leads: run tested ads, pre-qualify responders, and feed your intake team hundreds of phone appointments with vetted prospects—for a flat monthly fee. The overlooked referral engine cadence that turns cold contacts into booked partner meetings (plan ~3 hours of calling per appointment). Why most ROI dies in intake—and how mystery shopping shows you where you're losing cases. VIP PIMCON Tickets:  Pimcon.org Open Fortune Exclusive Discount: openfortune.com/pim  Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

In this episode of Building the Billion Dollar Business, host Ray Sclafani reframes what it truly means to engage clients in a modern wealth management practice. He challenges the common misconceptions of client engagement which includes emails, gifts, and review meetings, and instead defines true engagement as emotional, intentional, and rooted in value. Ray outlines three pillars of effective engagement: proactive conversations, customized communication, and meaningful milestone recognition. He emphasizes that real engagement must be embedded into firm culture, not just left to the advisor. Listeners are encouraged to use tools like client journey mapping, achievement reviews, and feedback loops to scale meaningful connections. The episode closes with three reflective coaching questions designed to help advisors evolve their approach and deepen client relationships in a commoditized landscape.Key TakeawaysTrue engagement is emotional, intentional, and value-driven, where clients feel genuinely seen, heard, and understood.Effective engagement is built on three pillars: proactive conversations that anticipate client needs, customized communication that aligns with how each client processes information, and meaningful recognition of personal milestones.It must be embedded into the culture of the entire firm, not dependent on any one advisor, and requires clear systems, roles, and shared ownership to scale.In today's experience-driven world, clients compare their advisors to brands like Amazon, Apple, and Netflix, expecting personalization, speed, and relevance.When done well, client engagement becomes a strategic asset, creating loyalty, increasing referrals, and strengthening cross-generational relationships.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.

On our latest episode of The Future of the Firm podcast, Sophie Gunn, Senior Consultant at Source, caught up with Emma Carroll, our Head of Content, to debate some of the most important findings from our Client Perceptions programme so far in 2025. They then discuss how firms can use this information to gain competitive advantage.  Sophie shared her insights on the following matters and more:    Based on surveys of nearly 4,000 senior buyers, sector expertise and subject matter experts have been the top differentiators for consulting services in recent years. Sophie also reveals other crucial attributes.  Client perceptions show notable regional differences. Some examples include:  In the US, there's a rising emphasis on a firm's global reach; a trend likely driven by recent shifts in supply chains and tariffs.  In countries like China and Japan, clients are primarily focused on a firm's implementation ability.  In the UK, GCC, and Australia, thought leadership is comparatively a more highly valued attribute.  According to the survey, there is a gap between the perceptions of firms by existing clients and prospects, with current clients rating firms' quality of work higher than their prospects. Sophie shares what this means for marketing teams.  There's a notable shift in how senior managers perceive consulting firms: those below the C-suite are becoming less positive. Sophie sets out how firms can respond.   If you enjoyed this conversation, then head over to our Client Perceptions reports page, where you'll discover much more about how senior decision makers perceive leading firms. We share our independent analysis by geography, sector, and service lines, with recent reports including those on financial services, energy & resources, and the US market. Use these reports to gain insight into client priorities, competitor strengths, and market gaps to better position your brand. You can access the reports directly or contact us for more information.  

In the Tech.eu podcast, Ziv Riechert, partner at LocalGlobe, and Bobby Jackle, partner, Visionaries Club, talk AI.

Michele Schneider, Chief Strategist, MarketGauge Group discusses the takeaways for wider markets with the Trump administration taking a 10 percent stake in chipmaker Intel. This comes as White House economic advisor Kevin Hassett says this is part of a broader strategy to create a sovereign wealth fund that could include more companies. She also takes a closer look at Nvidia ahead of its earnings, and why she still like Novo Nordisk despite recent negative headlines. Produced/Presented: Ryan HuangImage by 3D Animation Production Company from PixabaySee omnystudio.com/listener for privacy information.

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.By Rory Henry CFP®, BFA™For CPA TrendlinesOn the latest episode of The Holistic Guide to Wealth Management, Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, CPA, Executive Director of Aprio Firm Alliance, share strategies for firm growth, profitability, and sustainability. Their discussion covers value-based pricing, client relationships, team culture, leadership authenticity, and the role of technology in shaping the accounting profession's future. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Fogelman argues that firms often avoid raising rates out of fear of alienating long-time clients, but that reluctance undervalues their services. She stresses that a structured approach to rate increases allows firms to retain most clients while improving profitability.The first step, she explains, is identifying which clients are profitable and which ones drain resources. By focusing on “what's behind the money,” firms can better understand client goals and position themselves as consultants rather than technicians.

Alaattin Kilic writes that lead generation alone no longer drives results for RCBI firms when product-market fit and clear messaging are absent.View the full article here.Subscribe to the IMI Daily newsletter here. 

What if this episode wasn't just about AI—but was created BY AI? Dive into how artificial intelligence is revolutionizing every aspect of legal practice, from client intake to profitability.Sam Mollaei, Esq. reveals cutting-edge AI tools like ChatGPT Mobile, Adobe Enhanced Speech, and automated review analysis that are transforming law firms. Learn how to leverage AI for faster intake, data-driven insights, and marketing strategies that maximize ROI while you focus on high-value work.This is innovation in action. Stay tuned and get ready to rethink what's possible for your practice.Key Takeaways from this episode:1. AI Tools to Boost ProductivityCutting-edge AI tools like ChatGPT Mobile, Adobe Enhanced Speech, and Grammarly are empowering legal professionals to automate tasks, clean up workflows, and focus on what matters most.These tools aren't just helpful—they're transformative for efficiency.2. Google Reviews Powered by Data-Driven InsightsLeveraging AI to analyze Google reviews can uncover trends in client satisfaction, helping firms optimize operations.AI-driven sentiment analysis transforms reviews into actionable insights for growth.3. AI in Client IntakeIntegrating AI into the client intake process ensures faster response times, better tracking, and seamless lead conversions.Firms that automate intake functions see significantly higher conversion rates—responding within five minutes can boost chances of success by 21 times.4. The Role of AI in Marketing StrategiesAI-enabled tools like call tracking and Google Local Services Ads help lawyers focus their marketing efforts on what works, maximizing ROI and driving high-quality leads with precision.5. AI for Profitability and Niche ExpertiseUsing AI to automate cost-heavy, repetitive tasks and streamline workflows frees up time to focus on high-value clients.AI also aids in identifying lucrative niches by analyzing market trends and client data, allowing firms to specialize and increase profitability. "If you're not already on board [with AI], you're already behind.""And while some lawyers might be intimidated by AI, Sam really sees it as a powerful tool that you can use to enhance your practice. You can streamline those workflows, provide better service to your clients, and he's all about using technology to create that leverage, freeing yourself up to focus on those tasks that only humans can do."

Welcome to episode 293 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Ron Latz, the Founder of LegalFenix, a legal marketing consultancy offering fractional CMO services to growth-minded law firms. With over 15 years of experience in legal marketing, Ron has helped hundreds of firms strengthen their strategy, hold vendors accountable, and create consistent growth. He shares how smaller law firms can stand out in saturated markets, avoid common SEO pitfalls, and use AI strategically without losing authenticity or trust.     What you'll learn about in this episode:   AI is reshaping legal marketing strategy - Law firms must learn how AI-driven search and content affects visibility - Firms that avoid AI tools risk falling behind in efficiency and reach Smaller firms can still compete with giants - Community involvement and personalized branding are powerful differentiators - Grassroots efforts like newsletters, and speaking gigs help smaller firms build trust Differentiation starts with messaging - Firms must clarify why a prospect should hire them instead of a competitor - Storytelling, clear positioning, and niche services help break through the noise AI is a tool- use it wisely - AI is great for content outlines and repurposing - but human oversight is essential - Abuse of AI can hurt search rankings and brand credibility Authenticity wins on social media - Static, outsourced posts often fall flat—audiences prefer real voices and stories - Ghostwriters can help lawyers find and refine their authentic tone for better impact Resources:  Website: www.legalfenix.com/ LinkedIn: www.linkedin.com/in/ronlatz/ Facebook: www.facebook.com/legalfenixmarketing YouTube: www.youtube.com/@LegalFenix Additional Resources:    https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind

In this episode, Rory speaks with Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, Executive Director of Aprio Firm Alliance, about how firms can adapt and thrive in a fast-moving profession. Loren explains why so many accountants undervalue their services and how shifting from hourly billing to value pricing can align firms more closely with client outcomes while boosting profitability. Mike shares ways practitioners can embrace vulnerability as a leadership strength and how to inspire teams to drive change. Want to know how to strengthen your value beyond compliance? Curious how to lead with empathy while preparing your firm for the future? Find out the answers to these questions and more in this conversation with Loren Fogelman and Mike Maksymiw.

What is needed for a payroll company to make the Inc. 5000 list and do it four years in a row?In this episode, Matt Vaadi sits down with Chris Caputo, CEO of Zuma Payroll, to uncover the strategies that helped his company earn a spot on the Inc. 5000 list four years running. From carving out a niche in construction and union payroll to going head-to-head with industry giants, Chris shares the mindset and tactics behind Zuma's rapid growth.

Points of Interest1:10 – 2:03 – Introduction: Marcel welcomes Mike Grinberg, founder of Proofpoint Marketing, who specializes in helping boutique firms strengthen positioning to compete against large incumbents.2:15 – 3:54 – Competing with “IBM”: Mike explains his role as helping boutique firms reduce client risk perception so they can win against well-known, safer-seeming competitors.4:48 – 5:40 – The Safe Choice Problem: Agencies that differentiate too much without context risk being seen as confusing or risky, which often drives clients back to incumbents.5:46 – 8:44 – Positioning Overlooked Through Risk: Traditional positioning frameworks focus on being better or different but rarely consider how buyers perceive risk in making a nontraditional choice.10:08 – 12:52 – Why Positioning Matters More Now: In uncertain markets, poor positioning is exposed. Firms that only grew with the tide find themselves struggling when growth slows.13:10 – 14:16 – Positioning as an Operational Issue: Positioning cannot be treated as surface-level messaging; it must be reflected in delivery, hiring, onboarding, and overall business design.15:13 – 17:29 – Three Levels of Differentiation: Mike outlines functional, intellectual property (frameworks, tools, methodologies), and promotional differentiation as the three vectors agencies must align.19:00 – 20:13 – The Category Dilemma: Agencies often struggle between fitting into known categories, which brings competition, or creating new ones, which increases client risk and education costs.22:23 – 24:03 – Functional vs. IP Positioning: Mike advocates anchoring to existing categories functionally while differentiating through intellectual property and go-to-market messaging.26:30 – 27:49 – Starting with Ideal Client Profile (ICP): Effective positioning begins with deeply defining the ICP beyond titles and industries, including attributes like stage, structure, and challenges.30:26 – 36:23 – The Risk Perception Matrix: Mike introduces his framework with two axes—personal vs. organizational risk and internal skepticism vs. external questioning—to explain how agencies can derisk buying decisions at every stage.Show NotesConnect with Mike via LinkedInNewsletter: Proofpoint.marketingRisk Perception MatrixLove the PodcastLeave us a review here.

In this episode of Building the Billion Dollar Business, Ray Sclafani dives into one of the most overlooked dangers facing advisory firms today: haphazard growth. While expanding your team, client base, and offerings may look like success on the surface, growth without intention can breed operational chaos, erode client trust, and reduce long-term enterprise value. Ray outlines the difference between reactive expansion and purposeful scaling, and offers a five-part blueprint for building a sustainable growth strategy that creates real client impact.Listeners will walk away with a sharper understanding of how to reframe growth as a client-centered initiative, not just a business metric. Plus, Ray offers three powerful coaching questions to assess your firm's current trajectory and uncover whether your growth is building trust—or just making noise.Key TakeawaysScaling without value creation can lead to insolvency, not increased enterprise worth.Haphazard growth is reactive, adding services or people without clarity or alignment.Intentional growth begins with segmentation: know who you're built to serve best.Understand what your team can handle before quality slips.Develop clear hiring, career paths, and retention strategies.Communicate growth clearly so clients know how it benefits them directly.Firms that win will be the most intentional, not necessarily the largest.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.

Only one in ten PI firms is using programmatic advertising. That means the other nine are sacrificing market share. And cases. If your ads aren't following your ideal clients from Candy Crush to connected TV, it's time to change that. In this special bonus replay of our live Rankings webinar, CEO Chris Dreyer and Director of Paid Ads Brianna Sudbury break down exactly how to put your brand in front of the right audience, on the right device, at the right time, without wasting budget. From CTV spots on Hulu to geofenced audio ads near accident sites, this episode is your roadmap to laser-targeted campaigns that work together, trackable results, and scaling without the guesswork. Learn: The six programmatic formats every PI firm should test Why “one pixel to rule them all” is your retargeting superpower How to combine OTT, display, audio, and native for maximum recall Creative tips that beat “wallpaper” ads every time Budget ranges, CPM benchmarks, and when to go premium vs. remnant PIMCON 2025 Tickets On Sale Now. Get yours today! Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok

In this final episode of the six-part series, Rob Brown explores what the accounting firm of the future will really look like.Smaller teams. Fewer layers. Modular delivery. Tech-first talent. Clients demanding speed, insight and strategic value. The future firm is already taking shape. Are you part of it?Global economic pressure, rising automation, and evolving business models are forcing firms to rethink how they're structured. Rob outlines what changes are happening now and what professionals must do to stay valuable in the next chapter of the profession.Whether you're just starting out, navigating mid-career or sitting in the partner seat, this episode gives you the playbook for what's coming.**Key Takeaways:**➜ Firms are shrinking by design, not decline➜ AI and tech are replacing repetitive tasks➜ Modular, freelance and specialist talent is on the rise➜ Subscription and advisory models are replacing hourly billing➜ Influence, adaptability and visibility are now essential➜ Individuals must build relevance before they need it➜ Firms must stop hoarding talent and start activating it**Killer Quotes:**"The firm you knew is already gone.""Smaller teams are not a weakness. They're a strategy.""Your job is no longer to report the past. It's to shape the future.""Influence beats tenure in the new model.""AI doesn't replace you. It replaces what you've outgrown.""Visibility isn't ego. It's career insurance.""If you're not building relevance now, you'll be left behind later."The Accounting Influencers Podcast (AIP) is aimed at accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally.You can find this on youtube here: https://youtu.be/4ja_ouLBO5k◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast serves accounting firm leaders, managers and partners looking to build their executive presence, influence and credibility both internally and externally. The show focuses on helping professionals strengthen their personal brand, stay informed about industry changes, and navigate disruptive forces affecting accounting business models and trends. The content includes solo insights from host Rob Brown as well as interviews or panel discussions with industry leaders. Check out the show on your preferred podcast app or platform, or go to the Accounting Influencers YouTube channel for all of the episodes in video format. Rob works with consultants/experts in the accounting space via personal interviews to create video snippets and thought leadership pieces. If you have success stories, valued expertise or a brand that needs amplifying, but lack the time to create thought leadership or video content, chat with Rob on LinkedIn: https://www.linkedin.com/in/therobbrownThanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comIf you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

Stablecoin-focused blockchains are popping up everywhere. Stripe, Circle, and more are betting they can dominate payments. But are these chains even needed? And will Ethereum ever be ready for real-world assets?  Austin Campbell, NYU professor and founder of Zero Knowledge Consulting, joins Unchained to cut through the hype. From why “the market eventually eats you” to how consumers, not companies, could be the real winners, Campbell unpacks the competitive landscape and warns that the ultimate champion might be someone who isn't even on the field today. Thank you to our sponsors! Walrus Xapo Bank Guest: Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Links: Unchained:  Circle to Launch Layer 1 Blockchain ‘Arc' Stripe Is Building Its Own Layer 1 Blockchain: Report Fortune: Top crypto VC Matt Huang to lead Stripe blockchain Tempo as CEO, stay at Paradigm Timestamps:

Why Most Firms Stall (And How to Scale Without Breaking)In this episode of the podcast, Mark Orttung, CEO of Projectworks and Chair of Provoke, unpacks why so many service-based firms hit growth plateaus—and how to scale without breaking. Drawing from his decades in the tech industry, Mark shares lessons learned leading high-growth companies like Nexient and Bill.com, as well as his time in product leadership at GetThere, Genesys, and Rearden Commerce. He explains the critical balance between selling work and hiring staff, why defining a unique value proposition is non-negotiable, and how transparency in financial management drives long-term success. Listeners will gain actionable insights on adopting a growth mindset and structuring operations to support sustainable scaling.Mark also offers an inside look at how Projectworks is using AI to transform service firm management. He highlights how leveraging technology can help smaller firms optimize staffing, forecast revenue, and improve project delivery without sacrificing culture or quality. The conversation blends strategic thinking with practical examples, showing leaders how to prepare their businesses for both rapid growth and unexpected market changes. From startup founders to established firm executives, the takeaways are designed to help leaders unlock new growth opportunities.Beyond the boardroom, Mark's diverse experiences—from inventing 43 U.S. patents to creating Andersen Consulting's Palo Alto tech center—inform his approach to leadership and innovation. He also shares personal passions, from running and snowboarding to traveling and exploring great food and wine. This mix of professional expertise and personal perspective makes for a compelling conversation that inspires leaders to reimagine what's possible for their organizations. Whether you're scaling a consultancy, agency, or tech-enabled service firm, this episode offers a roadmap for building a thriving, future-ready business.This week at EntreArchitect Podcast, Why Most Firms Stall (And How to Scale Without Breaking) with Mark Orttung.Learn more about Mark online at Projectworks and Provoke, or connect with him on LinkedIn.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.

Send us a textVikram R Singh takes us on a journey from his unexpected entrepreneurial beginnings to building Antier, a blockchain powerhouse with 700+ team members that has weathered multiple market cycles through unwavering vision and purpose.What draws someone to blockchain beyond the hype? For Vikram, it was the revelation that this technology could create trust and accountability within systems themselves, reducing intermediaries and putting control back in people's hands. This vision guided Antier through three bear markets while maintaining impressive growth, proving that sustainable success comes from solving real problems rather than chasing trends.Vikram shares powerful insights about India's position as a Web3 talent hub, needing only regulatory clarity and better storytelling to claim its place as the global Web3 capital. His perspective on the relationship between blockchain and AI is particularly enlightening—"Blockchain is trust, AI is intelligence"—positioning these technologies as complementary forces rather than competitors in our digital future.For founders and marketers, Vikram offers practical wisdom: focus on the problem you're solving, not your technology, ensure your narrative answers "why now, why you, and why should I care" and remember that people don't adopt technology, they adopt stories that reflect their needs. His Co-Pilot Program demonstrates how partnerships built on equal risk/reward and aligned energies can accelerate innovation in the Web3 space.Perhaps most surprising is Vikram's revelation about what truly transformed his business after years of perfecting delivery, sales, and management: it was marketing that ultimately enabled exponential growth. This lesson holds particular value during market downturns, when maintaining visibility can position companies for success when conditions improve.This episode was recorded through a Descript call on July 7, 2025. Read the blog article and show notes here: https://webdrie.net/from-accidental-entrepreneur-to-building-one-of-asias-leading-blockchain-firms/

In 2025's hyper-competitive staffing landscape, staffing firm branding is no longer optional—it's the deciding factor between being ignored and being the go-to choice for clients and candidates. In this in-depth conversation, Brad Bialy and Becca Searns from Haley Marketing reveal how staffing companies can differentiate themselves in a commoditized market by building a brand that is authentic, consistent, and memorable across every touchpoint.   If your staffing firm still thinks “brand” means a logo and some colors, this episode will change your perspective.   Expect to Learn: 1. Why branding in staffing is more important now than ever before 2. How to move beyond visual identity into voice, tone, and value proposition 3. What the best staffing firms do differently to create trust and loyalty 4. How to integrate brand into every medium—from your website to sales collateral 5. The role AI can play in personalization, content creation, and CRO (without losing your brand voice) 6. Proven website strategies that improve conversions while reinforcing your brand identity   This episode should inspire you to explore staffing marketing strategies and recruiting firm differentiation so you can rise above generic, AI-generated content and stand out from competitors. You'll also hear why companies like top-ranking Haley Marketing clients consistently show up on page 1 for staffing firm branding searches—and how you can adopt similar strategies. 

Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it right.

Stephen Grootes speaks to Sim Tshabalala, CEO at Standard Bank about Standard Bank profit at record as fees trump waning loan incomeHeadline earnings up 8% to R23.8bn. In other interviews, Jan Vermeulen, Editor at MyBroadband, discusses the complaints lodged by South African companies accusing Truecaller of breaching POPIA. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Jan Vermeulen, Editor at MyBroadband, about complaints lodged by South African companies accusing Truecaller of breaching POPIA. The companies allege that Truecaller harms their businesses and charges a fee to be “whitelisted.” The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant's Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways:

On today's podcast: 1) China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China revenue as well as the Trump administration’s unprecedented push to turn those sales into a US government windfall.2) President Donald Trump extended a pause of higher tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an order extending the truce through Nov. 10, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies.3) Donald Trump downplayed expectations for his upcoming meeting with Russian leader Vladimir Putin as the US president seeks to end the war in Ukraine, casting it as a “feel-out meeting” and saying he would confer with Ukrainian and European leaders after the sitdown.See omnystudio.com/listener for privacy information.

HEADLINES:♦ Norway's $2 Trillion Wealth Fund Divests from Israeli Companies♦ MBC Group's H1 Profit Soars 41% Despite Q2 Dip Amid Leadership Change♦ Breadfast Secures $10 Million in Series B2 Funding, Valued Close to $400M♦ Abu Dhabi's AI Sector Grows 61%, Adds 150 Firms in H1 2025 to Lead MENA Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

On our latest episode of The Future of the Firm podcast, Fiona Czerniawska, CEO of Source, caught up with Emma Carroll, our Head of Content, to discuss how the volatile environment is shaping client futures, and what that means for firms' scenario planning.  Fiona shared her insights on the following matters and more:    Using Source's proprietary data, clients (and by extension firms) have been categorised into three groups: undecided, frightened, and determined. These are defined by their approach to strategy and investment in an unpredictable market.  While many firms engage in scenario planning, its value diminishes after a certain point. To keep the scenarios relevant, they must be converted into credible strategies that empower people to take confident steps in an uncertain world.  This episode discusses two major challenges for professional services firms in their own scenario planning:  Leading with a narrative: It's difficult for firms to convince their teams and clients to believe in a strategic direction when there's no visible, concrete path forward. Business leaders must build "an invisible staircase" to help their people move forward with confidence.  The rise of AI: AI introduces uncertainty about how to price services and deliver value.  Given the unreliable global environment, it is crucial for firms to prepare for worst-case scenarios. Having a clear plan can help them navigate uncertainty and respond effectively.  Value creation is seen as a crucial concept that underpins all the scenarios. Firms need to shift their focus from pricing based on inputs to pricing based on outputs, or the value delivered to the client.  If you enjoyed this conversation, don't miss our sister podcast, Business Leader's Voice. In a recent episode, we talked to Husayn Kassai, CEO and Founder of Quench.ai, about AI adoption and how you can move beyond the hype to achieve success. 

The SPX started Friday morning strong with three-quarters of the index moving higher. Kevin Green calls the broadening market positive for long-term growth, as long as a reversal in price action doesn't occur intraday. He later turns to a bull cross happening in the U.S. dollar. Additionally, Kevin breaks down key levels to watch in gold after it briefly tapped new highs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of The Korea Pro Podcast, Jeongmin and John dive into President Lee Jae-myung's escalating confrontation with major firms after a series of deadly workplace accidents, with POSCO and SPC under fresh scrutiny. They examine what the government's shift toward aggressive administrative penalties means for business. The hosts also break down why inflation remains volatile despite a steady consumer price index and why South Korea's export outlook is darkening amid U.S. tariffs. They then turn to the upcoming Ulchi Freedom Shield drills — including the decision to postpone half of the planned field exercises — and preview next week's ROK-Vietnam summit and President Lee's Aug. 15 Liberation Day address. About the podcast: The Korea Pro Podcast is a weekly 15-minute conversation hosted by Korea Risk Group Executive Director Jeongmin Kim, Editor John Lee and correspondent Joon Ha Park, diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday. This episode was recorded on Thursday, Aug. 7, 2025. Audio edited by Gaby Magnuson

In this episode, Wayne Pollock (Founder of the Law Firm Editorial Service) discusses the benefits of plaintiffs' firms crafting thought leadership that discuses how they secured the big settlements and verdicts they tout in their advertising and marketing.====+ Learn more about Wayne Pollock, the host of Legally Contented and the founder of the Law Firm Editorial Service: https://www.linkedin.com/in/waynepollock+ Learn more about the Law Firm Editorial Service:http://www.lawfirmeditorialservice.com+ Do you have any idea how much money your firm is losing when its lawyers write thought-leadership marketing and business development content themselves?Learn how much with the Law Firm Editorial Service's Thought Leadership Cost Calculator:http://www.WriteLessBillMore.com+ Do you want to elevate your thought leadership, distinguish yourself from your competitors, and never again be your target clients' second choice? Our Legal Thought Leadership Accelerator is a FREE five-day educational email course, in which you will learn five advanced principles for conceptualizing and crafting revenue-generating legal thought leadership that positions you to be your target clients' top choice over your competitors (and the one the media regularly calls and conference organizers regularly put on stage): https://www.lawfirmeditorialservice.com/legal-thought-leadership-accelerator+ Check out blog posts and videos designed to help you and your colleagues improve their content marketing and thought-leadership marketing efforts:https://www.lawfirmeditorialservice.com/bloghttps://www.lawfirmeditorialservice.com/videos+ Do you have a question about content  marketing or thought-leadership marketing you would like us to answer on a future Practice Pointer episode? Please email us at hello@legallycontented.com

Anush Newman is the CEO and co-founder of JMAN Group, a leading data consultancy that specializes in empowering private equity firms and their portfolio companies with data-driven insights and solutions.   Founded in 2010, JMAN Group now serves over 88 private equity funds and 152 portfolio companies across 38 countries, with a team of more than 300 consultants.   Anush emphasizes the firm's unique ability to integrate disparate data sources into unified, actionable systems, setting a strong foundation for advanced analytics and AI tools.    He shares that success comes not just from strategic decisions but also from being financially aware, clear on what sets your business apart, and emotionally anchored through family and balance.   Website: JMAN Group  LinkedIn: Anush Newman   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today's top advisors really value—and why some firms are standing out while others fall short.

“The fastest-growing firms marry organic excellence with a disciplined, outsourced M&A engine.” — MikeI. Warm-Up: The CEO MindsetQ1. Mike, what are some of the most common reasons CEOs in IT services think about buying another company?Q2. When should a CEO not consider buying? When is it too early or misaligned with the company's strategy?Q3. What are some signs a firm is ready to start looking for acquisitions? II. Why Engage a Buy-Side Firm at All?Q4. So let's get into it: why hire a buy-side advisor like Revenue Rocket instead of just sourcing deals yourself? What's the real value?Q5. What are the risks of going it alone? Can you talk about deal fatigue, overpaying, or getting stuck in a bad fit?Q6. Some CEOs think they know their market well enough to hunt alone. What's your response to the “we've got it covered” argument?Q7. We often say we're not bankers, we're operators. How does Revenue Rocket's buy-side work differ from traditional investment banking? III. Timing and Engagement StrategyQ8. When is the right time to engage a buy-side firm—before or after you've identified a target?Q9. How long does a typical buy-side process take—from kickoff to LOI to close?Q10. What should a buyer come to the table with? What homework should they do before engaging an advisor? IV. Results, Metrics, and MistakesQ11. What makes a buy-side project successful? What metrics or signals tell you it's working?Q12. What are the biggest mistakes buyers make—even with an advisor in place?Q13. Talk about deal volume vs. deal quality. How do we balance sourcing a lot of targets with getting the right ones? V. Case Study and Wrap-UpQ14. Mike, can you share a story—no names needed—where hiring us as a buy-side advisor turned a good idea into a great outcome?Q15. For the CEO listening who's on the fence—what's your final argument for why now might be the time to engage a buy-side partner? Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

This week, we welcome longtime friend and legal tech veteran Ken Crutchfield, founder of Spring Forward Consulting. Ken brings his extensive experience from major legal information vendors like Thomson Reuters, Bloomberg, and Wolters Kluwer into a timely and candid discussion about the current phase of artificial intelligence in the legal industry. Comparing today's generative AI surge to the American Industrial Revolution, Ken describes this moment as the “Wild West” era—full of promise, hype, overinvestment, and, critically, few rules.Drawing historical parallels to railroads, oil barons, and steel magnates, Ken illustrates how unchecked growth and technological innovation can outpace regulation until market forces or policy catch up. He notes the resurgence of large-scale infrastructure investment, now not in steel or steam, but in compute power and data centers. Just as J.P. Morgan helped stabilize chaotic markets in the 19th century, Ken suggests today's AI frontier needs a similar recalibration, and possibly new rules of engagement.The conversation shifts toward the practical realities of legal tech adoption. Ken emphasizes that law firms' expectations of perfection often collide with startups' resource limitations. Vendors need to rethink how they engage with firms by building credibility, focusing on integration, and delivering actual use-case wins. Firms, in turn, must move beyond the billable hour mindset and consider new metrics like Return on Experience. Adoption is no longer optional, it's strategic, competitive, and increasingly client-driven.Ken also unpacks the looming implications of content rights and data ownership in the age of AI. If firms aren't investing in data hygiene now, they risk being left behind when more sophisticated AI tools demand clean, structured, and secure datasets. AI isn't just about automating workflows, it's about being ready to plug into a future where interoperability, metadata, and permissions will dictate who thrives and who gets leapfrogged.Finally, Ken calls for scenario planning: not just reacting to what OpenAI or Anthropic might do next, but anticipating it. Firms and vendors alike should double down on what works, define success before launching new projects, and invest in meaningful adoption strategies. In a world moving this fast, it's no longer about who gets there first, it's about who gets there with a plan.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript

Dave Sobel interviews Raffi Jamgotchian, founder and CEO of Triada Networks, about the current landscape of AI adoption in the financial services sector, particularly among small to medium-sized investment firms. Jamgotchian notes that while some clients are eager to embrace AI, others remain hesitant, mirroring trends seen with cloud technology. For those leaning into AI, Triada Networks is focusing on proof of concepts, helping clients structure their data effectively to leverage AI tools, especially in data analytics and research.Regulatory considerations play a significant role in how firms approach AI implementation. Many of Jamgotchian's clients operate in regulated environments, which affects their choice of data models and the types of large language models (LLMs) they can use. The challenge lies in handling sensitive, non-public information without risking regulatory violations. As firms navigate these complexities, the importance of data preparation becomes evident, with varying levels of readiness among clients impacting their ability to utilize AI effectively.Cybersecurity is a critical aspect of the conversation around AI and data management. Jamgotchian highlights that clients are increasingly proactive in seeking guidance on cybersecurity implications related to their business decisions. This shift is attributed to a combination of heightened regulatory scrutiny and a growing awareness of cybersecurity risks in the market. The conversation has evolved from being initiated by service providers to clients actively engaging in discussions about their cybersecurity needs.Looking ahead, Jamgotchian emphasizes the importance of monitoring regulatory developments, particularly from organizations like FINRA and the FCC, as they relate to AI. He anticipates that AI-related lawsuits will emerge, prompting changes in laws that could impact managed service providers (MSPs). The conversation concludes with a recognition that while the MSP landscape is evolving, the core mission of solving business problems through technology remains unchanged, and those who adapt will thrive in the future. All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

From academic struggles at SUNY Albany to holding the world record for the largest prop firm payouts—roughly $4.5 million in total, Kyle Ng a.k.a. JadeCap's journey started out like many aspiring traders. Sparked by a childhood friend's success in forex about 14 years ago, he found his way into the financial markets.  Like many traders, he went through the pain, losses and sacrifices and struggles, but at the same time he's also unlike many traders, slowly building his edge through discipline, risk management, and a long-term mindset. Over the years, he's leveraged prop firms to scale his returns, transitioning fluidly between forex and futures while adapting his approach to changing market conditions. Influenced by ICT's teachings, his style blends patience, adaptability, and the wisdom to step back when the market calls for it. In this episode, we dive into the mindset behind the milestones, the real-life lessons from his trading evolution, and what it truly takes to thrive in trading. Trading Disclaimer Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Time Stamps Please note: Exact times will vary depending on current ads. 00:00 Introduction and background 10:25 Early trade experiences 12:30 Evolving strategies 16:55 Blowing up accounts 21:10 Evolving into a full time trader 25:55 Utilizing online prop firms to minimize risk 01:55 The real money is made with processes 35:05 ICT trading system 39:40 Success tied to intuition? 43:30 When to put the foot on the gas 50:00 Resisting the urge to change strategies 56:05 What Kyle struggles with 58:20 How to reach Kyle 58:40 Bonus Section:  Tessa Chats with Kyle – more on prop firms Links + Resources Reach Kyle on X:  https://x.com/jadecap_ Kyle's YouTube Channel: https://www.youtube.com/@JadeCap Kye's Instagram:  https://www.instagram.com/jadecapofficial/?hl=en Sponsors of Chat With Traders Podcast: Plus500:  Try futures trading with Plus500 >> Start with a FREE demo or claim a bonus up to $200 with an open account 

What if there was a system that could decide who to consult for a decision in real time? How would the diversity of the available sources affect the information gathered?Scott E. Page is a professor of management, social science, and complexity at the University of Michigan. He's also the author of several books including The Model Thinker: What You Need to Know to Make Data Work for You, Complex Adaptive Systems: An Introduction to Computational Models of Social Life, and The Difference: How the Power of Diversity Creates Better Groups, Firms, Schools, and Societies.Greg and Scott discuss the importance of diverse models and perspectives in decision-making. Scott also shares insights on the evolving nature of information access and the role of AI in augmenting diversity in team decision-making processes. The conversation covers themes like cognitive diversity, the role of selection and treatment in maintaining diverse perspectives, and the challenge of fostering a healthy organizational culture where diverse ideas can thrive.*unSILOed Podcast is produced by University FM.*Episode Quotes:How do we design institutions for diversity and better decisions with AI01:01:46: So how do we design, especially now with AI, institutions, organizations, whether they're for-profits, universities, governments, that creates, you know, better people in a way, right? We're so focused on the allocation or the decision that's being made. At the end of the day, the decisions and the allocations are going to be made by those people. So you're getting the outcome, but you're also getting the people. And how do we kind of—and to your point about the treatment—you also want those people to be diverse, right? And you want to allow them and encourage them to be learning new things. In fact, I think you do not want to solve it because you could not solve it, because it would be like social engineering. But I think you want to have some awareness that particular institutional structures and incentives of structures that you're putting in place are not necessarily creating the world you want—or are creating the world you want.How AI's power to curate makes culture more important than ever28:58: We all know AI can know—these are really nice knowledge maps. But the question is: when you start linking people to the knowledge maps and start saying, ‘We can dynamically bring people into the meeting and get their feedback,' now you're suddenly curating. I think AI's ability to curate, to your point, is amazing. But now, let's pull the culture thing in. How do I not feel like a gadget? How do I not feel like some sort of widget that the AI is using? I think this is where creating the right organizational team culture is going to be really important.Invisible forces behind organizational design01:01:30: What comes for free, whether you like it or not, whenever I design an institutional structure and organizational structure, are the norms, the behaviors, the beliefs, the networks—all that other stuff. The kind of dark matter that really matters for society.Why simple models fail on complex problems07:59: If you take something like inequality, it is a complex problem, right? Or the environment. It is a complex problem. Models are simple. So there is no way you can explain something complex with something simple. You are kind of explaining a 16 with a three or something. You just cannot. If the problem is this big and your model is this big, you cannot get it all. But if you have a bunch of models in conversation with one another, then I think you can, potentially, reach a deep understanding. You could predict better, right? I think it is a better way to advance science.How AI can bridge decision gaps across social inequality58:12: People who come from families who are well socially connected, who have wealth, who are educated—they get good advice on big decisions that maybe other people do not get. And you can go to the internet to get advice, but you are going to get it pointing in a thousand directions. The question is: will there be ways to have—like, will banks, will others—will they develop AI that they say, “Look, okay, we are going to approve this, but why do you not, you know, use this software and go through this process? It may help you think about particular things.”Show Links:Recommended Resources:Keynesian EconomicsJames G. MarchMarkov ModelPorter's Five ForcesCharlie MungerBayesian StatisticsPhilip E. TetlockDaniel KahnemanJohn Seely BrownGuest Profile:Faculty Profile at the University of MichiganWikipedia ProfileLinkedIn ProfileSocial Profile on XGuest Work:Amazon Author PageThe Model Thinker: What You Need to Know to Make Data Work for YouComplex Adaptive Systems: An Introduction to Computational Models of Social LifeThe Difference: How the Power of Diversity Creates Better Groups, Firms, Schools, and SocietiesThe Diversity Bonus: How Great Teams Pay Off in the Knowledge EconomyDiversity and ComplexityGoogle Scholar Page

In the first half of 2025, private equity exits reached their highest levels in three years. Corporate acquirers became active buyers, and firms showed increased flexibility on valuations to facilitate the sale of long-held assets. Despite ongoing market volatility, global M&A activity rose by 30%, with private equity contributing significantly. Although fundraising challenges exist, many investors remain optimistic and expect increased deployment activity in the coming months. Firms are prioritizing exit readiness and operational enhancements across various sectors, reflecting a proactive approach in a dynamic private equity landscape. Explore more at https://www.ey.com/pepulse

Steven Perry's story is one of grit, reinvention, and making the leap—from commercial fishing in Alaska at 14, to making nearly $1M/year running Fortune 100 teams, then burning the boats to launch his own recruiting firm. As founder of The Well Recruiting Solutions, he now builds revenue-generating teams for advisory firms, aiming to empower 1,000+ clients by 2030. On this episode we talk about: Early hustle: commercial fishing in Alaska, learning at 14 the difference between working for a check and owning the business His first true entrepreneurial venture—sealing driveways, scaling a six-figure business by the end of college, and the lesson he learned when he simply shut it down instead of selling it Why Steven ultimately turned down a prestigious ROTC scholarship and a Navy career path to pursue entrepreneurship and finance His entry into financial services, starting as an intern at New York Life, becoming a top-producing advisor, and why being surrounded by high performers forced him to level up Lessons from sales and financial advising—mastering rejection, discipline, and the numbers game ("Whoever's willing to be told 'no' the most wins fastest") How being in the right environment and seeing other people succeed reframed what's possible, pushing him to greater heights Reaching financial milestones by 30—making $500K/yr, giving away and saving large percentages, but discovering money alone doesn't bring fulfillment or lasting happiness The personal finance strategy that enabled freedom: maximizing cash value life insurance and variable universal life for tax-free, flexible, and compound growth (plus why he prefers guaranteed accounts over variable for business owners) Navigating the transition out of a lucrative corporate job: searching for purpose, listening to intuition, and eventually being "pushed" into launching his own firm after a job opportunity disappeared How The Well Recruiting Solutions emerged from listening, networking, and recognizing a deep need for white-glove recruiting in wealth management; now scaled to nearly 30 employees with a future goal of $1B in revenue The difference between grinding for someone else and building for yourself—now hiring for his strengths and delegating everything else for maximum impact and fulfillment Top 3 Takeaways Ownership > High Salary: Building long-term wealth and fulfillment comes from owning and growing businesses, not just earning a high paycheck. Skill Stacks Compound: Every job, network, and hard moment (from fishing boats to insurance sales) built the resilience and expertise needed for entrepreneurial success. Freedom is Designed: Smart moves—like flexible, tax-efficient investments—enable you to take risks, start over, and say yes to your true calling without fear. Notable Quotes “I looked up and had a great income, but I didn't own anything. The day I left was the day there was no more equity, no more income.” “Whoever's willing to be embarrassed, to be told no, the most—wins the fastest.” “If you operate in your gifting all day, you'll be more profitable and productive. Now, if I don't want to do something, I can hire someone who does it better and faster.” Connect with Steven Perry: Recruiting for advisory/financial services: The Well Recruiting Solutions https://thewell.solutions/