Podcasts about fractional

What does it actually take to create an event that people remember for years? Whether you're dreaming of hosting a conference, retreat, concert series, fundraiser, festival, or community gathering, there's a lot more happening behind the scenes than most people realize. Successful events require vision, strategy, leadership, budgeting, marketing, logistics, and perhaps most importantly, a deep understanding of the people you're bringing together. In this episode, I sit down with Ginger Taylor, founder of Ginger Taylor Collective and a Fractional Head of Events with more than 15 years of experience across hospitality, conferences, and live experiences. Ginger shares how she found her way into the events industry, what separates professional event strategy from simply "throwing a party," and why events can be one of the most powerful tools for building community, growing a business, and creating lasting impact. We also discuss: • The biggest mistakes first-time event hosts make • Why attendee experience begins long before people arrive • The power of intentional networking and community-building • How to know when it's time to bring in outside support • The role of sponsorships, partnerships, and long-term strategy • What makes an event feel magical from the attendee perspective • Why gatherings can become powerful engines for leadership, influence, and legacy If you've ever dreamed of creating an event of your own, or if you're currently wearing all the hats in your business and wondering how to make a bigger impact without burning yourself out, this conversation is for you. Connect with Ginger: LinkedIn: Ginger Taylor Collective Email: ginger@gingertaylorcollective.com Resources Mentioned: The Art of Gathering by Priya Parker Ready to create something bigger? Many of the listeners of this podcast have ideas for retreats, conferences, workshops, festivals, concert series, and community-building events that could become meaningful parts of their legacy. If that's you, I encourage you to pick up a copy of my book, Beyond Potential: A Guide for Creatives Who Want to Re-Assess, Re-Define, and Re-Ignite Their Careers, where I walk through the frameworks I use to help people move from idea to action. And if you'd like personalized support mapping out your vision, you can book a 90-Minute Strategy Session with me. Together, we'll clarify your goals, identify your biggest opportunities and obstacles, and build a practical roadmap for bringing your ideas to life. Learn more at katekayaian.com. If you enjoyed this episode, please share it with a friend, leave a review, and subscribe so you never miss an episode of Tales from The Lane.

You know your retainers have a ceiling. You have even picked your specialty. But your calendar is full, your fractional clients still need you, and you are stuck on one question: how do I actually start to move to a scalable offer? Fractional retainers feel safe, but that steady monthly model is the thing capping your business. Moving to scalable high-ticket projects sounds like a leap you cannot afford while clients still depend on you. This episode is the practical one. The three steps to take to begin the transition. Send me a DM on LinkedIn. Tell me where you are in your journey to a scalable offer! Work With Coach Natalie

Joseph (Joe) Frost is the Co-founder of yorCMO, a franchise-based company that provides fractional Chief Marketing Officers to help businesses achieve strategic growth through expert marketing leadership. Under Joe's direction, yorCMO has helped dozens of companies scale, and his previous ventures include multiple EO-qualifying, million-dollar-plus businesses across the US and Canada. Joe is known for spotting emerging trends early, such as leveraging video marketing and launching community-driven networks for fractional professionals. He hosts The Fractional C‑Suite Retreat podcast, where he discusses leadership and the future of work. In this episode… Today's entrepreneurs face unprecedented demands  — technology, competition, and a constantly shifting market. How can business leaders leverage expert guidance without hiring full-time executives? Drawing from his experience building multiple ventures, Joseph Frost believes the key lies in fractional professionals. He explains that giving companies access to top-tier executives on a flexible basis allows them to scale smarter and faster, like catching the next big wave without buying the entire surfboard. The result is strategic growth that's nimble and sustainable in an unpredictable market. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Joseph (Joe) Frost, Co-founder of yorCMO to discuss leveraging fractional professionals. They cover building fractional CMO teams, creating sellable firms, adapting to AI in marketing, and Joe also shares tips on expanding fractional networks internationally.

Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. Today, we explore how startups can scale strategically by building the right foundation before investing heavily in growth. Joining us is Cyril Kowaliski, Founder of Sugarcube Strategy. With deep experience across global brands and startups, Cyril shares how founders can move from scattered efforts to structured, data driven growth. Key Highlights Sequencing Growth: Cyril explains the right order startups should follow before investing in marketing. Product Market Fit: Cyril shares how founders can validate true market demand. Fractional Leadership: Cyril highlights how fractional CMOs bring strategic clarity without full time cost. Leader vs Agency: Cyril explains the difference between strategic leadership and execution focused agencies. Scaling Readiness: Cyril outlines how founders can identify the right moment to scale marketing. Special Thanks to Our Partners: UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA ADP Canada: https://www.adp.ca/en.aspx For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age! To learn more about how we are supporting the ecosystem, please visit the CanadianSME Small Business Foundation at smbfoundation.ca. Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

What if the next chapter of your career is not full-time, but fully aligned?In this episode of Corporate Cafecito, Nallely and Carlos are talking about fractional work, what it means, why it is growing, and why so many professionals are starting to see it as more than just a backup plan.Fractional CFOs, COOs, CHROs, consultants, strategists, and operators are stepping into companies for a season, solving real problems, and bringing years of experience without being tied to one permanent role.But let's be honest, mi gente.This shift comes with both opportunity and concern.For some, fractional work creates freedom, flexibility, and a chance to use your expertise on your own terms.For others, it may feel like another sign that secure corporate jobs are changing.So we're talking about it all:✨ What fractional work really means✨ Why it is becoming more common✨ How it can help entrepreneurs and small businesses✨ What to consider before saying yes✨ Why your resume, skill set, and confidence matter more than everBecause sometimes the next move is not about starting over.Sometimes it is about realizing that what you already know has value.Pour your cafecito, bring your questions, y vámonos. This conversation is one many of us need right now.Watch the full episode at www.corpcafecito.com#CorporateCafecito #LatineProfessionals #CareerGrowth #FractionalWork #Leadership #Entrepreneurship #LatinasInBusiness #LatinosInBusiness #CareerStrategy #CafecitoConPurposeSupport the showIf you'd like to join Nallely y Carlos for a conversation, collaborate, or suggest a topic that matters to our community, we would love to hear from you. This podcast centers real conversations that move culture and careers forward. Visit www.corpcafecito.com/contact-us or email admin@corpcafecito.com.Elevar Development, founded by Nallely Suárez Gass, helps professionals and organizations grow with clarity and purpose. With over two decades of corporate experience, Nallely is known for helping people lead authentically, uncover strengths, and make confident, aligned decisions. Through personalized coaching and impactful workshops, Elevar creates practical, lasting change. Visit www.elevardevelopment.com or email Nallely@elevardevelopment.com today.Every business decision carries social, political, and economic considerations. Avizo Consulting helps organizations navigate complexity with intention, cultural awareness, and strategic insight. Carlos Butler Vale partners with leaders who want their values and actions aligned. Learn more at www.avizoconsulting.com or email carlos@avizoconsulting.com. Two leaders. One shared commitment to growth, cultura, and impact. 

Richard McGirr interviews David Bacon, who discusses why story-driven marketing channels like podcasts and influencers outperform many traditional approaches, how his company evaluates campaign success beyond the initial conversion, and the importance of understanding investor lifetime value. The conversation also explores how AI is transforming marketing analytics, audience segmentation, personalization, and attribution, giving operators access to insights that previously required large teams and significant resources. Throughout the episode, David and Richard exchange practical lessons on funnels, automation, investor behavior, and building scalable marketing systems. David Bacon Current role: Head of Marketing of Worthy Financial, Inc. Based in: Atlanta Metropolitan Area Where to find them: worthywealth.com worthyseniorliving.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Every day, billions of transactions settle between strangers who have no idea which bank the other uses. That lack of friction is not automatic. Nine-tenths of the money in daily circulation has been created by commercial banks, but it stays trustworthy only because central banks stand behind it, and keep the system in balance.In this week's episode Tim Phillips talks to Stephen Cecchetti (Brandeis University, CEPR) about what happens when new forms of digital money test that architecture. Cecchetti is one of the authors of the eighth Barcelona Report in The Future of Banking series, part of the Banking Initiative at IESE Business School, just published by CEPR as a free download.Will retail central bank digital currencies, tokenised deposits, and stablecoins upset the delicate balance of system that has been running for decades? Stablecoins, for example, do not create money, but they claim the status of money without the institutional guarantee that makes money trustworthy. Three jurisdictions — the US, the EU, and the UK — are each resolving the same underlying contradiction in different ways. None has fully resolved it.The research behind this episode:Niepelt, Dirk, Stephen G. Cecchetti, Hélène Rey, and Xavier Vives. 2026. Digital Money: The Future of Banking 8. London: CEPR Press. Available as a free download from CEPR.To cite this episode:Phillips, Tim, and Stephen G. Cecchetti. 2026. “The digital money supply.” VoxTalks Economics (podcast). Assign this as extra listening. The citation above is formatted and ready for a reading list or VLE.About the guestStephen Cecchetti is the Rosen Family Chair in International Finance at Brandeis University, a Research Fellow of the Centre for Economic Policy Research (CEPR), and a Research Associate at the NBER. He was previously Economic Adviser and Head of the Monetary and Economic Department at the Bank for International Settlements, and Director of Research at the Federal Reserve Bank of New York. His research spanning monetary policy, financial stability, and banking regulation has shaped both academic and policy debate over three decades. He blogs at moneyandbanking.com.Research cited in this episodeWalter Bagehot's lender of last resort doctrine. In Lombard Street: A Description of the Money Market (1873), Bagehot argued that a central bank under stress should lend freely against good collateral at a penalty rate. The prescription remains the intellectual foundation for how central banks manage runs and systemic crises. Cecchetti invokes it to make the point that no private substitute for a central bank backstop has ever proved durable, and that the doctrine is now, one hundred and fifty years on, being tested by instruments its author could not have imagined.Monetary uniformity, mobility, and elasticity. The three institutional conditions underpinning general acceptance of money, developed in analysis by the Bank for International Settlements and discussed extensively in the report. Uniformity means a pound is a pound regardless of which bank holds it. Mobility means claims move between users and institutions at low cost and settle with finality. Elasticity means the supply of money can expand when it is under stress. Together they explain why we accept a deposit at face value without doing any analysis of the bank that issued it; and together they identify exactly where new forms of digital money create institutional gaps.Silicon Valley Bank failure, March 2023. SVB's collapse illustrates both the lender of last resort functioning and the limits of no-bailout commitments. Cecchetti notes that SVB's liabilities were still trading at par on the Thursday before its Friday failure because the Federal Reserve stood behind them. He also notes that Circle, the issuer of USDC, held $3.3 billion of its reserves at SVB and was effectively bailed out in the resolution. The episode is one of two occasions in the past twenty years where money market fund-like instruments have been backstopped by the Federal Reserve under stress.Genius Act (United States). Principle-based stablecoin regulation expected to come into effect in the US around 2027. Under its provisions, only stablecoins issued by bank-affiliated issuers will have access to the Federal Reserve; only those will therefore have the institutional backing needed to function as money. Stablecoins issued by non-bank entities will not.Markets in Crypto Assets Regulation (MiCA), European Union. The EU framework for crypto assets, which entered into force in 2024. For stablecoins, MiCA requires issuers to hold 30 to 60% of their reserves in bank deposits, with no provision for central bank backing. The stated rationale is to keep deposits within the banking system; Cecchetti notes this creates a different category of vulnerability and leaves the question of what happens under stress unresolved.Bank of England stablecoin proposal (United Kingdom). The Bank of England's approach differs from both US and EU frameworks by explicitly requiring large stablecoin issuers to hold significant reserve deposits at the Bank of England, making them in effect narrow banks with a direct central bank backstop. Cecchetti regards this as the most coherent of the three approaches in terms of institutional logic, though the same fundamental question applies: whether holding to that design under stress would be politically sustainable.Tether and the jurisdictional challenge. Tether, the largest stablecoin issuer, is registered in El Salvador having previously operated out of the British Virgin Islands. Its tokens are held by users in multiple countries, traded on exchanges in multiple jurisdictions, and backed by US Treasury securities. Cecchetti uses this to illustrate why local regulation, however well-designed, is necessary but not sufficient; effective oversight of instruments that are genuinely global requires international standards and coordination.Fractional reserve banking and the goldsmith model. The institutional structure described in the episode has roots in mid-seventeenth century England, when goldsmiths began issuing more paper receipts than they had gold in their vaults. The goldsmiths became bankers; the paper became money; the vulnerability to runs became a structural feature of private money creation that persists today. Cecchetti uses the history to make the point that while technology changes how we store and transmit information, the underlying architecture of trust in private money is as old as Newtonian physics.More VoxTalks Economics episodesMaking banking safe, Stephen Cecchetti and Kermit Schoenholtz. Our financial system is supposed to be more resilient than before the global financial crisis, but that didn't save Silicon Valley Bank, Signature Bank or First Republic. So what went wrong?Related reading on VoxEUNew coins on the block: Digital currencies and the financial system. The authors of the Barcelona Report warn that “Digital money will be reliable only where sound institutions and robust technology come together.”

Fractional CEO Services For Small Businesses In this episode, Tim Staton and Kristen McAlister explore fractional CEO services for small businesses, clarifying fractional CEO meaning and what does fractional CEO mean for today's leaders and owners. They discuss fractional CEO jobs, typical fractional CEO salary expectations, and answer the question: What can a fractional CEO make? Kristen McAlister explains how fractional CEO services work for small businesses by providing on-demand executive expertise that delivers immediate impact without the overhead of a full-time C-suite hire. Listeners will learn How to become a fractional chief executive and gain insight into the growing world of fractional leadership roles. Key Topics Covered: The surge in awareness around fractional CEO meaning and the benefits of fractional leadership roles for small businesses Kristen McAlister's journey into fractional and interim leadership, including her experience as a military spouse Real-world examples of how fractional CEO services transform business performance, from financial oversight to strategic growth The critical importance of agility in leadership and what is leadership agility in today's uncertain environment How leadership and agility enable companies to adapt quickly while developing internal teams Addressing common challenges like team cohesion, delegation, and resistance to external fractional leaders Market trends showing rapid adoption of fractional CEO services across the U.S. and globally Practical advice for business owners on when and how to engage fractional leadership Guidance for military veterans interested in fractional CEO jobs and transitioning into fractional chief executive roles, including programs like SkillBridge The future of flexible leadership models emphasizing specialized expertise and work-life balance Tim Staton and Kristen McAlister also touch on Kristen's upcoming podcast “She Owns It,” which amplifies stories of women entrepreneurs. This episode is essential listening for anyone exploring what fractional CEO services can do for their business, seeking greater leadership and agility, or considering a career in fractional leadership roles. Whether you want to understand fractional CEO salary potential, how to become a fractional chief executive, or simply need proven strategies for sustainable growth, you'll walk away with actionable insights.   Connect with Kristen McAlister Fractional CEO | Interim Leadership | Leadership Agility Expert LI: https://www.linkedin.com/in/kristenmcalister/ IG: https://www.instagram.com/kristenmcalister/ She Owns It! podcast: https://www.youtube.com/@SheOwnsItPodcast Book: https://www.amazon.com/dp/B0CV4G9CJ1   Connect With Tim Website: timstatingtheobvious.com Facebook: https://www.facebook.com/timstatingtheobvious YouTube: https://www.youtube.com/channel/UCHfDcITKUdniO8R3RP0lvdw Instagram: @TimStating TikTok: @timstatingtheobvious LinkedIn: https://www.linkedin.com/in/tim-staton-04b41a271/ SKOOL Community: https://www.skool.com/timstatingtheobvious-9537/about?ref=de9c7e65d8ba4eeabc1a8eea413c125b

Dave Martin has spent more than two decades in product leadership, with a string of C-suite roles, a couple of exits and a book, The Product Momentum Gap, to his name. He is also dyslexic and ADHD, and has built a career while masking the effort it takes to "think normal". In this episode he makes the case that the advice handed to neurotypical leaders often fails the roughly half of tech workers who are neurodivergent, and lays out a practical playbook for landing your message, leading the room and progressing without pretending to be someone else. Chapters00:00) Welcome, and Dave's background in product(02:03) "I've been masking it": faking thinking normal(02:37) The meeting where your idea is ignored, then credited to someone else(03:28) AI as a "spell check for influence"(04:07) The myth that growth requires pretending to be neurotypical(05:15) Why standard leadership advice fails neurodivergent leaders(06:45) Executive presence, signal presence and signal drift(07:57) Is this universal, or specific to neurodivergence?(09:48) From "dumb kid" to writing C++ at ten(11:27) When a word processor flipped his Fs to As(13:24) The trap: leading with detail(15:42) The boardroom moment that gets you labelled "not strategic"(17:05) Designing for re-tell: what the room repeats when you leave(18:19) Three mistakes that kill your influence(19:36) The CALM framework(21:32) Authority and the signal prep exercise(22:14) Three questions: outcome, one-line recommendation, re-tell(24:44) "Minutes not months": seeding the line that gets repeated(26:56) Learning: vulnerability and psychological safety(28:27) Momentum, well-being and burnout(31:21) Why burnout is a leadership fault(32:01) Mia's story: the head of product who wanted to be CPO(34:20) Recognising the trigger and practising signal prep(37:06) When stakeholders started calling her strategic(38:31) The opposite trap: abandoning detail entirely(39:22) Why some leaders step back into IC roles(41:16) Free training and AI as your spell checker for influence(42:26) Closing thoughtsKey takeaways— Authenticity is not the goal; deliberate communication is. Dave's central provocation is that "be your authentic self" assumes everyone in the room thinks the way you do. For a leader who sees patterns instantly and works in deep, hyperfocused bursts, behaving authentically can mean failing to explain the obvious and struggling to empathise with those who need the journey, not just the destination.— The symptoms are universal, the tax is not. Everybody's message gets lost in meetings. What separates neurodivergent leaders is the cognitive cost of noticing that drift and correcting it. As Randy and Dave agree, the tools discussed here help everyone, but the impact is far larger for those paying the higher tax.— Leading with detail is the career trap. The very trait that makes someone an exceptional individual contributor, the ability to go deep and surface every edge case, can sink them in the boardroom. — Answer a strategic question with edge cases and you are labelled "not executive" with alarming speed, and undoing that label takes months of work.— CALM is the alternative. Clarity, authority, learning and momentum, delivered calmly. Authority comes from being clear on the outcome and the ask, asking for support and guidance rather than permission, and not feeling obliged to justify every edge case.— Signal prep is the practical tool. Three questions: what do I need from this room; what is my one-line recommendation; and what will they repeat when I am not in the room. A bonus question for higher-stakes meetings asks what the room feels now and how you want them to feel when you leave.— Design for re-tell. Dave's example of a leader who reduced a lengthy objective to "minutes not months for our customers", and repeated it, is the clearest illustration. That phrase, not someone else's reframe, is what got repeated in the room afterwards.— Well-being underpins momentum. Dave nearly named the framework around well-being. Without a sustainable pace, leaders cannot lead, and the unprocessed meeting that keeps you awake at 3am is a momentum problem. He frames widespread tech burnout as a leadership failure, because leaders set the expectation.— AI is a spell checker for influence. Just as a word processor turned Dave's Fs into As without changing his brain, AI tooling can help neurodivergent leaders translate their thinking into the right language for the room, supporting the communication without doing the thinking or the judgement for them.Our HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath.Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

Discover how ProspEx Group is building a platform that digitizes and fractionalizes mining royalties, making this historically exclusive asset class more accessible to a broader market. Kassia and Adrian explain why royalties are considered a long life and resilient investment, how they can provide inflation protection, survive operational challenges, and offer investors exposure to both yield and capital appreciation throughout the mining project lifecycle.

Flat-Fee Legal Services & the Rise of Fractional General Counsel w/ Ryan Hurley of Litix Legal - AZ TRT S07 EP08 (290) 5-28-2026       Things We Learned This Week Small businesses still need sophisticated legal strategy Even companies with only 5–10 employees need governance, operating agreements, cap tables, and employment structures built correctly from day one. The traditional legal billing model is under pressure Hourly billing and massive retainers are frustrating both client & attorneys. Flat-fee legal services are emerging as a more predictable alternative. Arizona is becoming a legal innovation hub Arizona's ABS laws now allow non-attorney ownership & outside investment. This could fundamentally reshape how legal services operate. AI will likely compress legal fees across the industry AI is helping firms automate admin, documents and research. That efficiency may lower costs for clients and increase competitive pressure on traditional firms. AI legal tools still need human oversight Platforms like Legalzoom can help with basic setup work, but founders still need experienced legal counsel for fundraising, equity structure, governance, and long-term growth decisions.   Guest: Ryan Hurley, CEO - Principal Attorney & Co-Founder, Litix Legal Website: https://www.litixlegal.com/ Certified Attorney | Strategic Business Guidance | Startup Representation | Compliance & Risk Mitigation | HR Oversight | Contract Negotiation | Equity & Debt Raises | Joint Ventures | Mergers & Acquisitions | Board Governance | Investor Relations | Government & Media relations   An experienced attorney with 20 years, Ryan Hurley is CEO and co-founder of Litix Legal, a new kind of law firm on a mission to make clients love their lawyers and lawyers love their law firm by replacing the outdated hourly billing model with flat fees whenever possible. Hurley previously served as general counsel for Copperstate Farms, a vertically integrated cannabis company with 9 dispensaries under the Sol Flower brand name and one of the largest greenhouse cannabis production facilities in North America. Hurley was an instrumental player in Copperstate Farms' birth, growth, and development, positioning the company as a market leader through his strategic business advice, careful compliance and risk mitigation. Referred to as Arizona's "Father of Cannabis Law," Hurley has been recognized as one of the Top 100 Lawyers in Arizona and as one of the 20 Names to Know by Phoenix Business Journal. He has been a part of the Arizona cannabis industry from its inception and played a pivotal role in the initiatives to legalize medical and adult-use cannabis in Arizona. A founding member and former board member of the National Cannabis Industry Association, Hurley is deeply entrenched in all aspects of the cannabis industry and a sought-after expert on cannabis policy. Ryan Hurley was also a founding member of the Arizona Dispensaries Association and the organization's former vice president. Hurley was also a pioneer in the AZ solar energy and cryptocurrency/blockchain industries. A dedicated, passionate, and knowledgeable attorney, innovator, and entrepreneur, Hurley has presented at several conferences and seminars throughout the country and has been featured in many interviews in television, print, and radio. His expansive background in policy has cemented his reputation as a reliable thought leader. Hurley holds a B.S. in environmental science from the University of Arizona and a J.D. from the University of Arizona's James E. Rogers College of Law. Before emerging as a leader in the cannabis industry and co-founding Litix, Hurley was an associate attorney at Lewis and Roca LLP focusing on land use, zoning, water, and environmental issues and a named partner at Rose Law Group.   Podcast Notes Guest: Ryan Hurley Company: Litix Legal Episode Theme: How Arizona's new legal business model, flat-fee legal services, and AI are reshaping legal support for startups and small businesses.     Episode Notes Episode Overview Litix Legal was formed in 2025 using Arizona's new "alternative business structure" (ABS) law, which allows non-attorneys to own equity in law firms. The firm is focused on: Startups Small businesses Growth-stage companies Fractional / outsourced general counsel services Their mission is to modernize legal services through: Flat-fee pricing Technology and AI workflows More accessible legal support Strategic partnership models for founders The firm does not handle: Litigation Criminal law Segment 1 — The Legal Gap for Small Businesses Key Discussion Points Small businesses still need real legal infrastructure Many startups and smaller businesses are: Too small for a full-time in-house attorney Too large or complex for DIY legal templates Most companies still need: Corporate structure setup Governance Employment agreements Operating agreements Cap table strategy Investor preparation Equity and profit-sharing guidance Startups need strategic legal guidance early Ryan discussed how founders preparing for: fundraising, seed rounds, or Series A growth need legal partners who understand: ownership structure, equity distribution, governance, and investor expectations. Important startup legal topics include: Number of company units/shares Ownership percentages Cap table organization Equity incentives Employment contracts A poorly structured company early on can create major issues later. "An ounce of prevention is worth a pound of pain later." Traditional legal billing frustrates startups Traditional law firms often: Charge large retainers ($10,000+) Bill hourly ($650/hour+) Create unpredictable costs Litix Legal is attempting to solve this with: predictable flat-fee pricing, monthly packages, and faster attorney access. Example package: Around $2,000/month Includes meetings, calls, emails, and ongoing support The model functions similarly to: outsourced general counsel, or a fractional legal department. Segment 2 — Reinventing the Law Firm Business Model Ryan Hurley's Background Ryan has: practiced law for 20 years, worked at large corporate firms, worked in zoning and politics, advised cannabis and solar companies, and served as in-house counsel for a fast-growing cannabis company. That cannabis company reportedly grew to: 650 employees $100M in revenue Problems with the traditional legal industry Ryan explained how many attorneys dislike the traditional billable-hour system. Large firms often require: 2,000+ billable hours annually intense time tracking constant pressure to maximize billing According to Ryan: clients dislike the unpredictability, attorneys dislike the structure, and the industry has resisted modernization for decades. Arizona's Alternative Business Structure (ABS) Arizona changed legal industry rules through ABS reform. Historically: Only attorneys could own law firms Non-lawyers could not receive equity or profit-sharing The new Arizona model allows: non-attorney ownership, outside investment, operational partners, and more scalable business structures. Example: Ryan's COO/cofounder has a technology background and is not an attorney. Other regions experimenting with similar models: Utah Washington DC Internationally: UK and Australia already use versions of this structure Industry resistance Ryan noted that some traditional firms oppose these changes because: legal firms have operated similarly for 100+ years, entrenched firms fear competition, and fee compression threatens legacy models. States like: California Illinois have reportedly pushed back on similar reforms. Segment 3 — AI and the Future of Legal Services AI is changing law firm economics AI and automation tools are helping firms: reduce administrative work, improve workflow efficiency, lower operating costs, and potentially reduce client fees. Ryan believes AI will contribute to: industry-wide fee compression, more efficient legal delivery, and increased competition. LegalZoom and AI still have limits Ryan noted that: DIY legal platforms, template systems, and AI tools like Claude can help with: boilerplate documents, simple entity setup, and basic workflows. However: businesses should still seek professional legal review, especially for growth-stage decisions or investor preparation. The concern is: founders may over-rely on generic AI outputs without understanding legal risks. Fractional legal services are growing Litix Legal positions itself as: an outsourced general counsel solution, or a fractional legal department. Monthly plans reportedly range from: $1,000 to $4,500+ depending on complexity and communication needs. The firm says early client feedback has been strong.         Legal Shows: https://brt-show.libsyn.com/category/Legal-Asset+Protection-Estate+Planning       Investing Shows:  https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement    'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT      Thanks for Listening. Please Subscribe to the AZ TRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ 'Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

CardioNerds Dr. Joseph Kassab, Dr. Mariana Garcia-Arango, and Dr. Christopher Mason explore the technological revolution of Coronary CT Angiography (CCTA) with expert faculty Dr. Michael Gallagher. The discussion details how CCTA has evolved into a frontline diagnostic and preventive tool, moving beyond simple anatomy to incorporate physiology via CT-FFR and biology through AI-driven plaque quantification. The episode reviews landmark evidence like the SCOT-HEART and PROMISE trials, the nuances of CAD-RADS 2.0 reporting, and the emerging role of AI in monitoring treatment response and personalizing cardiovascular care. Critically, they also discuss some of the assumptions and limitations of these techniques. Stay tuned for a matching review article to be submitted to US Cardiology Review, the official Journal of CardioNerds. This episode was supported by an independent medical education grant from HeartFlow. All CardioNerds education is planned, produced, and reviewed solely by CardioNerds.  Enjoy this Circulation Paths to Discovery article to learn more about the CardioNerds mission and journey. US Cardiology Review is now the official journal of CardioNerds! Submit your manuscripts here. CardioNerds Multimodality Cardiovascular Imaging PageCardioNerds Episode PageCardioNerds AcademyCardionerds Healy Honor Roll Pearls Shift in Paradigm: CCTA is no longer just an anatomic test; with some key limitations, it can provide anatomy, physiology (CT-FFR), and plaque biology (AI-CPA) in a single non-invasive scan. The “Power of Zero” vs. Plaque: While a normal CCTA has a >95% negative predictive value, future MIs often arise from non-obstructive plaque that traditional stress tests might miss. CAD-RADS 2.0 Utility: The addition of plaque burden modifiers (P1–P4) is a “game changer,” allowing clinicians to identify high-risk patients who need aggressive lipid-lowering despite having only mild stenosis. CT-FFR as a Virtual Stress Test: CT-FFR uses computational fluid dynamics to simulate blood flow, potentially reducing unnecessary invasive catheterizations by approximately 61% without sacrificing safety. Seeing the Invisible: AI-based quantitative plaque analysis (QCPA) can identify “subvisual” plaque and low-attenuation (lipid-rich) components that are the primary drivers of acute coronary syndromes. Show Notes How has the role of CCTA changed compared to traditional functional testing? Historically, stress testing answered “is there ischemia today?”, which often reflects late-stage disease. CCTA identifies disease across the entire spectrum, asking “is there atherosclerosis and how much plaque is present?”. Landmark evidence: SCOT-HEART showed a 41% relative risk reduction in MI at 5 years attributed to intensified preventive therapies, and PROMISE showed CCTA was better at selecting patients who truly needed invasive angiography. Diagnostic CCTA imaging depends on the protocol, contrast timing, heart rate, heart rhythm, breathholding, scanner quality, and several patient factors (obesity, prior stents, heavy calcification, complex bypass anatomy, and motion artifact all may limit imaging). “CCTA is exceptional for the right patient, with the right scanner, and the right team.” What are the key modifiers introduced in CAD-RADS 2.0, and why do they matter? CAD-RADS 2.0 moved beyond stenosis severity to include plaque burden (P0 to P4), high-risk plaque (HRP) features, and the presence of ischemia based on CT-FFR. It serves as a clinical decision support tool: a patient with mild (25-49%) stenosis but “extensive” (P4) plaque burden is considered high risk and warrants aggressive risk factor modification. How is CT-FFR calculated, and when is it most useful in clinical practice? CT-FFR uses resting CCTA data and computational fluid dynamics to create a 3D model of coronary flow during simulated maximal hyperemia. It is often used for intermediate lesions (40–90% stenosis) to predict if they are  ischemia-producing, guiding the decision whether to proceed with invasive angiography.  The assumptions necessary for this computational modeling may not apply well to patients with microvascular dysfunction, significant myocardial scar or prior infarction, or ventricular hypertrophy. Still, data indicate that CT-FFR performs similarly to PET in predicting hemodynamically significant lesions.  CT-FFR performs well at the extremes (either clearly normal or clearly abnormal). Accuracy dips, however, in the intermediate range (~0.75-0.80), where decision-making is most critical. In this grey zone, additional factors can help guide the approach, including the amount of myocardium supplied, translesional gradient, and plaque features.   CT-FFR has not been validated in distal segments, stented segments, heavily calcified coronary arteries, or in patients with severe aortic stenosis. Caution with CT-FFR should be utilized in very calcified coronary segments.  What is AI-based quantitative plaque analysis (QCPA), and what metrics are ready for clinical use? This is potentially a paradigm shift, moving away from stenosis-centric thinking to a more disease burden and plaque biology focus. QCPA uses deep learning algorithms to automatically segment the vessel wall and quantify plaque volume in mm³. Ready for “prime time” metrics include: Total Plaque Volume (TPV), non-calcified plaque volume, and Low-Attenuation Plaque (LAP) burden. Can serial CCTA be used to monitor the effectiveness of medical therapies like statins? While not yet a routine guideline-driven practice, trials like PARADIGM and EVAPORATE show that therapies can stabilize plaque; notably, CCTA is better for monitoring than CAC scores, which can be misleading as statins often increase plaque calcification as part of the stabilization process. There are no randomized trials that serial CCTAs improve outcomes. Cost and radiation exposure will be notable limitations. Serial scan timing, scan acquisition and interpretation standardization would be key. Dr. Gallagher notes that we are moving toward a world in which plaque burden may become a “treatment biomarker,” similar to tumor burden in oncology.  References 1. Coronary Computed Tomography Angiography From Clinical Uses to Emerging Technologies: JACC State-of-the-Art Review. Abdelrahman KM, Chen MY, Dey AK, et al. Journal of the American College of Cardiology. 2020;76(10):1226-1243. doi:10.1016/j.jacc.2020.06.076. 2. Non-Invasive Imaging in Coronary Syndromes: Recommendations of the European Association of Cardiovascular Imaging and the American Society of Echocardiography, in Collaboration With the American Society of Nuclear Cardiology, Society of Cardiovascular Computed Tomography, and Society for Cardiovascular Magnetic Resonance. Edvardsen T, Asch FM, Davidson B, et al. Journal of the American Society of Echocardiography : Official Publication of the American Society of Echocardiography. 2022;35(4):329-354. doi:10.1016/j.echo.2021.12.012. 3. 2021 AHA/ACC/ASE/CHEST/SAEM/SCCT/SCMR Guideline for the Evaluation and Diagnosis of Chest Pain: A Report of the American College of Cardiology/American Heart Association Joint Committee on Clinical Practice Guidelines. Gulati M, Levy PD, Mukherjee D, et al. Journal of the American College of Cardiology. 2021;78(22):e187-e285. doi:10.1016/j.jacc.2021.07.053. 4. Contemporary, Non-Invasive Imaging Diagnosis of Chronic Coronary Artery Disease. van der Bijl P, Gulati M, Saraste A, et al. Lancet (London, England). 2025;406(10519):2577-2587. doi:10.1016/S0140-6736(25)01586-7. 5. State of the Art: Evaluation and Medical Management of Nonobstructive Coronary Artery Disease in Patients With Chest Pain: A Scientific Statement From the American Heart Association. Slipczuk L, Blankstein R, Bucciarelli-Ducci C, et al. Circulation. 2025;152(23):e443-e466. doi:10.1161/CIR.0000000000001394. 6. Diagnostic Performance of Fractional Flow Reserve Derived From Coronary CT Angiography: The ACCURATE-CT Study. Li C, Hu Y, Jiang J, et al. JACC. Cardiovascular Interventions. 2024;17(17):1980-1992. doi:10.1016/j.jcin.2024.06.027. 7. Clinical Outcomes Based on Coronary Computed Tomography-Derived Fractional Flow Reserve and Plaque Characterization. Sato Y, Motoyama S, Miyajima K, et al. JACC. Cardiovascular Imaging. 2024;17(3):284-297. doi:10.1016/j.jcmg.2023.07.013. 8. Clinical Use of Coronary Computed Tomography Angiography-Derived Fractional Flow Reserve: Expert Consensus by an International Working Group. Tang CX, Leipsic JA, Nørgaard BL, et al. European Radiology. 2026;:10.1007/s00330-025-12313-6. doi:10.1007/s00330-025-12313-6. 9. Diagnostic accuracy of computed tomography–derived fractional flow reserve: a systematic review. Cook CM, Petraco R, Shun-Shin MJ, et al. JAMA Cardiol. 2017;2(7):803-810. Doi:10.1001/jamacardio.2017.1314 10. Diagnostic performance of noninvasive fractional flow reserve derived from coronary computed tomography angiography in suspected coronary artery disease: the NXT trial (Analysis of Coronary Blood Flow Using CT Angiography: Next Steps). Nørgaard BL, Leipsic J, Gaur S, et al. J Am Coll Cardiol. 2014;63(12):1145-1155. Doi:10.1016/j.jacc.2013.11.043 11. Comparison of coronary computed tomography angiography, fractional flow reserve, and perfusion imaging for ischemia diagnosis. Driessen RS, Danad I, Stuijfzand WJ, et al. J Am Coll Cardiol. 2019;73(2):161-173. Doi:10.1016/j.jacc.2018.10.056. 12. 1-year outcomes of FFRCT-guided care in patients with suspected coronary disease: the PLATFORM study. Douglas PS, De Bruyne B, Pontone G, et al. J Am Coll Cardiol. 2016;68(5):435-445. Doi:10.1016/j.jacc.2016.05.057. 13. Comparison of an initial risk-based testing strategy vs usual testing in stable symptomatic patients with suspected coronary artery disease: the PRECISE randomized clinical trial. Douglas PS, Nanna MG, Kelsey MD, et al; PRECISE Investigators. JAMA Cardiol. 2023;8(10):904-914. Doi:10.1001/jamacardio.2023.2595. 14. Diagnostic and clinical value of FFRCT in stable chest pain patients with extensive coronary calcification: the FACC study. Mickley H, Veien KT, Gerke O, et al. JACC Cardiovasc Imaging. 2022;15(6):1046-1058. doi:10.1016/j.jcmg.2021.12.010. 15. Low-Attenuation Noncalcified Plaque on Coronary Computed Tomography Angiography Predicts Myocardial Infarction: Results From the Multicenter SCOT-HEART Trial (Scottish Computed Tomography of the HEART). Williams MC, Kwiecinski J, Doris M, et al. Circulation. 2020;141(18):1452-1462. doi:10.1161/CIRCULATIONAHA.119.044720. 16. AI-Guided Quantitative Plaque Staging Predicts Long-Term Cardiovascular Outcomes in Patients at Risk for Atherosclerotic CVD. Nurmohamed NS, Bom MJ, Jukema RA, et al. JACC. Cardiovascular Imaging. 2024;17(3):269-280. doi:10.1016/j.jcmg.2023.05.020. 17. Interaction of AI-Enabled Quantitative Coronary Plaque Volumes on Coronary CT Angiography, FFRCT, and Clinical Outcomes: A Retrospective Analysis of the ADVANCE Registry. Dundas J, Leipsic J, Fairbairn T, et al. Circulation. Cardiovascular Imaging. 2024;17(3):e016143. doi:10.1161/CIRCIMAGING.123.016143. 18. Prognostic Value of AI-Based Quantitative Coronary CTA vs Human Reader-Based Visual Assessment: Results From the CONFIRM2 Registry. van Rosendael A, Nakanishi R, Bax JJ, et al. JACC. Cardiovascular Imaging. 2026;19(3):345-359. doi:10.1016/j.jcmg.2025.09.021.13. Pericoronary Adipose Tissue as a Marker of Cardiovascular Risk: JACC Review Topic of the Week. Tan N, Dey D, Marwick TH, Nerlekar N. Journal of the American College of Cardiology. 2023;81(9):913-923. doi:10.1016/j.jacc.2022.12.021. 19. Effect of Icosapent Ethyl on Progression of Coronary Atherosclerosis in Patients With Elevated Triglycerides on Statin Therapy: Final Results of the EVAPORATE Trial. Budoff MJ, Bhatt DL, Kinninger A, et al. European Heart Journal. 2020;41(40):3925-3932. doi:10.1093/eurheartj/ehaa652. 20. Coronary CT Angiography Evaluation With Artificial Intelligence for Individualized Medical Treatment of Atherosclerosis: A Consensus Statement From the QCI Study Group. Schulze K, Stantien AM, Williams MC, et al. Nature Reviews. Cardiology. 2026;23(2):100-115. doi:10.1038/s41569-025-01191-6.

If you've been quietly wondering whether the shifts you're feeling in your business are temporary, or something bigger, this episode names it. All markets mature eventually and push generalists to specialize, but AI is speeding this process up at breakneck speed. In this episode, you'll hear the 5 things that happen in every commoditizing market, why being stuck in the middle is the most dangerous place to be right now, and the 3 moves to AI-proof your consulting business before AI eats the bottom and middle of the market.   Work With Coach Natalie

Kristopher "Kris" Grey is the founder of Creatapult and a seasoned project management consultant with over two decades of experience helping contractors and growing businesses scale without operational chaos. A self-described "construction brat" who grew up inside his family's contracting company, Kris launched his entrepreneurial journey under pressure — just days after the birth of his first child — and turned that crisis into a mission to help business owners build the systems, dashboards, and accountability frameworks they need to protect margins, reduce risk, and lead with clarity through fractional project management leadership.SHOW SUMMARYIn this episode, Jonathan Goldhill is joined by Kristopher Grey of Creatapult about how contractors and other organizations can scale without operational chaos. Kristopher shares his origin story of losing all family income three days after his first child was born, which shifted his view that entrepreneurship and having a “side” income can be less risky than relying on one W2 job. Drawing on his upbringing in a family construction business, he describes common contractor failures such as bad bookkeeping, overreliance on tribal knowledge and heroics, understaffing project management, and the “death spiral” where winning more work leads to schedule slips, quality decline, change-order losses, and margin erosion. They discuss the “Who does what by when” accountability tool, dashboards, backup PMs, and the rise of fractional project management leadership. Kristopher outlines a 90-day execution engine focused on project intake, portfolio stabilization with RAG reporting, and risk tracking, and shares a transit-operator turnaround that enabled growth and COVID resilience.KEY TAKEAWAYSWinning more work can kill a company. Growth without systems creates a "death spiral" — slipping schedules, declining quality, and cash flow collapse, even when revenue is rising.Bad bookkeeping is the #1 contractor mistake. If you don't know your margins, you can't manage your business — you're running a personal ATM, not a company.Project managers lose effectiveness past 2 projects. Overloading PMs is a silent killer of profitability and client relationships."Who Does What By When" is the foundation of execution. Without a clear owner, a clear task, and a hard deadline, everything drifts.Systems are the antidote to turnover. With employees switching jobs every ~4 years, institutional knowledge must be documented — not held in someone's head.Fractional project management lowers the barrier to scaling. Companies don't need a full-time executive to get enterprise-level PM leadership — they just need the right fractional fit.Don't be afraid to ask for help. Pride is the number one source of doom for family construction businesses.Risk tracking is almost always missing. Most contractors react to problems instead of forecasting and mitigating them early.A RAG dashboard (Red/Amber/Green) gives leadership real-time project visibility and frees CEOs from daily firefighting to focus on strategy.QUOTES"It's kind of like a fish drowning in water. You'd think that winning more work would be a good thing… but if they've not been managing those projects well, they're bleeding out." — Chris Grey"If you don't put a deadline on something, your project is always at risk of falling behind by the longest single scheduling item you have.""Pride is probably the number one source of doom for a lot of these companies — the name is often on the building.""Most employees are essentially a statistic or a number for a company — they can be let go at any time.""Always have something on the side. If the thing takes off, run with it.""Growth alone doesn't create successful companies — but execution does." — Jonathan Goldhill (closing)"We were doing more with less — but less stress overall — because the PMs had the tools they needed to be successful."Connect and learn more about Kristopher Grey.https://www.linkedin.com/in/kristophergrey/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

Harmonizing the Brand Symphony: Unified Messaging Architecture with Joshua AltmanIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Joshua Altman, the Managing Director of Beltway Media, to dissect the communication breakdowns that quietly dilute the market authority of growing businesses. Operating near the strategic hub of Washington, D.C., Joshua brings an elite corporate perspective to executive storytelling, utilizing frameworks refined through his work with organizations like the Department of Justice and Dow Jones. This conversation provides an essential strategic overview for small-to-mid-sized business owners and startup founders who struggle with siloed corporate messaging—where PR, outbound sales, internal culture, and digital marketing pull the brand narrative in completely different directions.The Architecture of Consistency: Eliminating Communication Silos through Fractional OversightThe primary point of friction holding back a company's market positioning is rarely the quality of the product itself, but rather a fragmented brand narrative where different departments are singing completely different songs. Joshua Altman explains that when small-to-mid-sized businesses scale rapidly, marketing pipelines, product documentation, and client-facing communication channels organically decouple from the founder's original vision. This lack of messaging unity introduces friction into the sales funnel, confuses key stakeholders, and erodes consumer trust at critical touchpoints. By treating brand communication as an interconnected corporate ecosystem, companies can deploy fractional oversight to synthesize every piece of collateral—from investor pitch decks to automated social content—into a unified, harmonious voice that commands premium industry credibility.To systematically align an organization's public footprint, executives must look beyond basic content calendars and embrace advanced narrative auditing tools. Beltway Media champions the "Four Languages Model," a comprehensive audit framework that forces an enterprise to map and evaluate how its core message is consumed across four distinct dimensions: what audiences read, see, hear, and experience. When an organization meticulously reviews its visual identity, written copy, audio media, and physical customer service touchpoints simultaneously, it can instantly isolate the messaging gaps that cause prospect attrition. This data-driven alignment moves corporate communications away from reactive, ad-hoc task management and into a highly optimized, proactive corporate asset that builds predictable long-term value.Furthermore, building an authoritative presence in a crowded digital marketplace requires executive leadership to actively step onto media platforms, particularly through strategic podcast guesting. Many founders and technical executives initially resist media appearances out of perfection paralysis or a lack of formal broadcasting experience; however, modern audiences aggressively favor unscripted, human transparency over clinical corporate polish. Leveraging podcast appearances allows a leader to deliver an authentic narrative that remains discoverable online for years, generating a continuous pipeline of warm, incoming referrals. When advanced technological infrastructure and strategic media exposure are paired with a unified communications framework, an enterprise can effectively bridge the gap between complex internal data and compelling external impact.About Joshua AltmanJoshua Altman is the Managing Director of Beltway Media and a premier corporate communications strategist with a career spanning both high-level public sectors and corporate private markets. Drawing from deep analytical experience with the Department of Commerce and various enterprise networks, Joshua specializes in translating complex corporate missions into concise, authoritative brand narratives. Outside of his advisory work, he is a dedicated community volunteer, managing dog adoption coordination initiatives throughout the greater Washington, D.C. area.About Beltway MediaBeltway Media is an elite strategic advisory firm that provides specialized fractional Chief Communications Officer (CCO) services, messaging audits, and narrative design for startups and mid-market organizations. The consultancy eliminates executive administrative debt by bringing public relations, internal branding, corporate documentation, and digital media pipelines under a single, unified oversight structure. Through science-backed auditing frameworks and hands-on execution playbooks, Beltway Media helps high-growth organizations establish absolute messaging consistency to accelerate investor trust and market share.Links Mentioned in This EpisodeBeltway Media Official Leadership Page: beltway.media/leadershipJoshua Altman on LinkedIn: linkedin.com/in/joshuaialtmanKey Episode HighlightsThe Symphony Analogy of Branding: Understanding why individual department communication channels must be structurally harmonized to prevent brand dilution.The Fractional CCO Advantage: Accessing high-level enterprise messaging governance and PR strategy without the overhead of a full-time executive hire.The Four Languages Model: A comprehensive structural framework to audit and align what your audience reads, sees, hears, and experiences across your entire sales funnel.The Multi-Dimensional Messaging Audit: Practical exercises for founders to benchmark their internal communication maturity and spot brand misalignments.The Long-Tail Media Asset Loop: Leveraging podcast guesting to build permanent, searchable authority assets that drive compounding inbound attention.ConclusionThe conversation with Joshua Altman emphasizes that clear, consistent communication is the ultimate driver of enterprise trust and market differentiation. By treating brand narrative design as a strict structural discipline and leveraging fractional executive frameworks, founders can convert fragmented company data into a powerful, unified story that establishes permanent authority across their entire industry.More from The Thoughtful Entrepreneur

Lucinda talks to HR transformation specialist Sharon Green to demystify the evolving world of independent people professionals. Sharon draws on her extensive 20-year career to clearly distinguish between traditional interim management and the emerging trend of fractional HR, which offers scalable, long-term strategic leadership for growing businesses that don't yet need a full-time executive.  Packed with practical advice, the conversation explores the mindset, adaptability, and relationship-building skills required to thrive as a solo practitioner in a changing corporate landscape. KEY TAKEAWAYS While interim roles are typically full-time, project-driven, or coverage-based for a finite period, fractional roles provide ongoing, long-term strategic leadership on a part-time basis tailored to a company's growth stage. Succeeding as an independent consultant requires a high tolerance for ambiguity, as practitioners must frequently step into unfamiliar corporate cultures and hit the ground running without formal onboarding. The value of a senior interim or fractional professional lies less in highly specialised industry knowledge and more in transferable leadership skills and the ability to view business challenges from an objective, outside perspective. Managing the exit phase of a consultancy contract with a thorough handover is just as critical as the onboarding phase to ensure long-term trust and sustainable change for the client. BEST MOMENTS "You're not really leveraging off your domain knowledge... it's more about the transferable skills and experience that you bring to that organisation and the outside-in perspective." "Clients aren't paying to manage you... they're paying for you to manage the work that they are engaging you to deliver." "Doing a good job at the ending is just as important as doing that good job right at the start to build those trusting relationships." VALUABLE RESOURCES The HR Uprising Podcast | ⁠Apple⁠ | ⁠Spotify⁠ | ⁠Stitcher⁠   ⁠The HR Uprising LinkedIn Group⁠ ⁠How to Prioritise Self-Care (The HR Uprising)⁠ ⁠How To Be A Change Superhero - by Lucinda Carney⁠ HR Uprising Mastermind - ⁠https://hruprising.com/mastermind/⁠   ⁠www.changesuperhero.com⁠ ⁠www.hruprising.com⁠            Get your copy of How To Be A Change Superhero by emailing at ⁠info@actus.co.uk⁠ CONTACT SHARON LinkedIn: https://www.linkedin.com/in/sharongreenchiara/ Chiara Consulting Website: http://chiaraconsultancy.co.uk/ ABOUT THE HOST Lucinda Carney is a Business Psychologist with 15 years in Senior Corporate L&D roles and a further 10 as CEO of Actus Software where she worked closely with HR colleagues helping them to solve the same challenges across a huge range of industries. It was this breadth of experience that inspired Lucinda to set up the HR Uprising community to facilitate greater collaboration across HR professionals in different sectors, helping them to ‘rise up' together. “If you look up, you rise up” CONTACT METHOD Join the LinkedIn community - ⁠https://www.linkedin.com/groups/13714397/⁠ Email: ⁠Lucinda@advancechange.co.uk⁠ Linked In: ⁠https://www.linkedin.com/in/lucindacarney/⁠ Twitter: @lucindacarney Instagram: @hruprising Facebook: @hruprising This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

SUMMARY:Aaron and Terryn tackle one of the most expensive decisions entrepreneurs get wrong: hiring full time when fractional would serve them better. They run through a rapid-fire breakdown of common roles including executive assistants, finance team, customer support, and tech, and call out exactly when each one makes sense as a fractional hire versus an internal employee. They also get into the EA versus VA debate, why hemisphere matters more than most people think, and why piloting with a fractional expert first almost always sets you up for a smarter full-time hire down the road. Grab the free recruiting templates and interview questions at recruiting.opsexpertsacademy.com. Minute By Minute: 00:00 Introduction to Recruiting Challenges 03:05 The Benefits of Fractional Hiring 05:51 Understanding Executive Assistants vs. Virtual Assistants 08:48 When to Hire an Internal Finance Team 12:00 Customer Support: Internal vs. Fractional 14:58 Tech Roles: Fractional Hiring Insights 17:55 Final Thoughts on Hiring Strategies

What does it look like to have a world-class CMO in your corner without the full-time price tag? In this episode, Alloy founder Rick Mayo sits down with Erin Levzow, CMO at CapitalSpring, to talk about the real value of fractional marketing leadership. Erin has held CMO roles at Wingstop, Freebirds, Museum of Ice Cream, and Marcus Hotels, and now works across the full CapitalSpring portfolio to help franchise brands build stronger marketing systems and better internal teams. She and Rick dig into how she mentors marketers inside growing companies, why most franchisees make the mistake of betting everything on one marketing channel, and what the faucet-and-bucket analogy tells you about why your spend is or is not working. They also talk about the human connection at the core of the Alloy model and why that matters more than ever in an AI-driven world. If you are building a franchise brand or trying to get more out of your marketing team, this episode is worth your time. Listen in to learn what great franchise marketing leadership actually looks like. Key Takeaways: 00:00 There Is No Silver Bullet 02:48 From Vegas Dead-Body Apartment to CMO 05:00 Wingstop, Museum of Ice Cream and the Road to CapitalSpring 07:32 Why CapitalSpring Recruited Erin onto Their Own Team 09:26 What a Fractional CMO Actually Does Day to Day 13:04 The Cyclical Relationship Between Franchisees and Customers 16:42 Why Alloy Stood Out as a Marketing Story 17:36 Mentoring Marketers Who Want to Do Everything Themselves 21:06 The Faucet and Bucket: Why Dripping Does Not Work 23:36 Do Not Get Drunk on Digital 25:16 The Karaoke Question Additional Resources: - Alloy Personal Training - Learn About The Alloy Franchise Opportunity --------- You can find the podcast on Apple, Google, Spotify, Stitcher, or wherever you listen to podcasts. If you haven't already, please rate and review the podcast on Apple Podcasts! To learn more about the Alloy Personal Training Franchise Opportunity, visit

Andrew Parish and Tillman Holloway are the co-founders of Arch Public, a software platform that helps investors automate their trading strategies across crypto and traditional markets. In this conversation, we discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pompGet $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp=======================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro1:05 - AI infrastructure, dollar printing & national security5:37 - Crypto's role: stablecoins, bitcoin, or tokenization?7:57 - Why volatility is only going to get worse13:26 - AI agents & crypto as the default exchange layer15:40 - Tokenization race & the banking revenue opportunity21:55 - Fractional assets & borrowing against tokenized holdings26:41 - Hyperliquid, private company tokenization & M&A outlook29:50 - Pros/cons of open markets & financial education 32:40 - Prediction markets, tokenized ETFs & the war for capital34:23 - Arch Public: what it does & where to find it

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In Episode 7, of Season 7 of Driven by Data: The Podcast, Kyle Winterbottom was joined by Edward Chenard, Fractional Chief Data and Analytics Officer, where they discuss how data leaders can break free from the cost centre trap and drive measurable, quantifiable business value, having personally delivered over $2.5 billion in revenue across Fortune 500s and start-ups alike, which includes;How a career in product management at GE laid the foundation for an outcome-first approach to data leadership.Why not having a seat at the table is not an excuse and why the biggest commercial wins came from several levels below the C-suite.How to read the type of organisation you are in and choose your influence strategy accordingly.Why the shift from AI-as-tool to AI-as-strategy matters for how data leaders position themselves now.Why data teams are correctly perceived as overheads.Building a personalisation platform at Best Buy that generated over $1 billion in revenue.Why identifying the metrics the C-suite actually obsess over is the only way to get and keep their attention.Why delivering what the job description says is the riskiest career move a data leader can make.How a predictive shipping tool built in four months turned a century-old logistics company into a recognised innovator.Why agreeing attribution with business stakeholders before the work starts is the only way to get the credit you deserve.Why the individual contributor mindset of doing what you are told actively works against data leaders when they step into leadership roles.Why data leaders need to think like intrapreneurs, owning a P&L and speaking the language of finance, VCs, and private equity rather than just tech.Why a background in international business and theology turned out to be better preparation for data leadership than a technical degree.Why philosophy and physics majors often outperform computer science graduates in data roles because thinking through problems without solid facts is the real differentiator.Why IT cultures that lead with process are structurally incapable of delivering transformation.Why training your team on AI regardless of what the C-suite thinks is a leadership obligation, not insubordination.How Edwards frameworks for moving data teams from dashboard builders to decision-makers are publicly available.Why it is human as the loop, not human in the loop, and why AI will quickly expose those who have been faking it.Thanks to our sponsor, Data & AI Literacy Academy.Data & AI Literacy Academy is leading the way in transforming enterprise workforces with data literacy across the organisation, through a combination of change management and education. In today's data-centric world, being data literate is no longer a luxury, it's a necessity.If you want successful data product adoption, and to keep driving innovation within your business, you need to start with data & AI literacy first.At Data & AI Literacy Academy, they don't just teach data skills. They empower individuals and teams to think critically, analyse effectively, and make decisions confidently based on data. They're bridging the gap between business and data teams, so they can all work towards aligned outcomes.From those taking their first steps in data & AI literacy to seasoned experts looking to fine-tune their skills, our data experts provide tailored classes for every stage. But it's not just learning tracks that they offer. They embed a deep data culture shift through a transformative change management programme.They take a people-first approach, working closely with your executive team to win the hearts and minds. We know this will drive the company-wide impact that data teams want to achieve.Get in touch and find out how you can unlock the full potential of data in your organisation. Learn more at www.dl-academy.com.

Meet Kevin Deasy, Fractional Director and Senior Management Consultant in IT Digital Transformation. To Kevin, leadership is the art of influencing and guiding a group toward a shared destination, standing in stark contrast to the "command and control" nature of managers. He believes true leaders don't need a title; instead, they rely on deep self-awareness and the wisdom to surround themselves with people more talented than they are. Kevin views communication as the ultimate “differentiator” in the age of AI, prioritizing the ability to listen and maintain respect even when opinions clash. Outside of the digital world, he finds balance and joy in Irish history, hot yoga, and the stress-relieving power of the sea. A quote that resonates with him: A leader is best when people barely know he exists. When his work is done, his aim fulfilled, the group will say they did it themselves – Lao Tzu.

Hiring the wrong fractional CFO will cost you more than not hiring one at all. In this episode, David Richter breaks down exactly how to know when you're ready for a fractional CFO, what questions to ask before you hire one, and the secret question most business owners never think to ask that reveals everything about whether someone is actually worth trusting with your finances.Whether you're at $100K and feeling the cash crunch for the first time or already past seven figures and wondering where it all went, this episode gives you a clear framework for finding the right financial leader for your business — and avoiding the wrong one.Timeline Highlights[0:26] Why hiring the wrong fractional CFO costs more than hiring none at all[1:03] What a CFO is actually there to help you do — and why your bookkeeper and CPA can't fill that role[1:41] How to know if you're even ready to look for a fractional CFO[2:02] Why the same cash flow problems show up at $100K and $1M+ — and what that tells you[3:06] The scaling trigger: when deals and complexity outgrow your spreadsheet[3:24] What a short-term CFO engagement looks like and who it's built for[4:39] Under $500K: why a short-term engagement beats a long-term one[5:16] Why getting good financial habits early means those habits scale with your business[6:10] Question #1 to ask a fractional CFO: do you work with businesses at my revenue level?[6:33] Question #2: do you have experience in my specific industry?[6:53] Question #3: how many clients have you worked with and what's your track record?[7:33] The secret question: are you part of any masterminds or member communities — and how long?[8:38] Why financial freedom is about what you do with the money once it's in the door[9:33] If you're over $1M in revenue, a fractional CFO is no longer optional[10:59] The revenue roadmap: fractional CFO at $100K+, required at $1M+, consider full-time at $10M+Key TakeawaysHiring the wrong fractional CFO is more costly than not hiring one — know what to look for before you commit.If you're making money but feel broke, a bookkeeper and CPA can't solve that problem — a CFO can.You don't need to be at seven figures to benefit from fractional CFO support — $100K in revenue is a reasonable starting point.Under $500K, look for a short-term engagement to build your financial foundation first.Good financial habits built early scale with your business — bad habits at seven figures are far harder to undo.Ask a fractional CFO about their industry experience, client track record, and how long they've been part of professional communities.The secret question — how long have they been in a mastermind or member group — reveals whether they have a real reputation to protect.Links & ResourcesBook a free discovery call to find your path to financial clarity and freedom: profitrei.comClosingThanks for spending time with me today. If this episode gave you clarity or a new perspective on how to find the right financial partner for your business, be sure to like, subscribe, and comment below. If you're ready to apply what we talked about today with real guidance and accountability, visit profitrei.com to schedule a free discovery call and create your path to financial clarity and freedom.

Is fractional real estate investing the wealth builder you've been looking for, or does owning rentals still reign supreme? In this episode, Alex Blackwood joins Russ and Joey to talk about fractional real estate investing and compares it with the traditional model of owning rental properties. Alex, co-founder of a successful investment platform, reveals how fractional ownership provides an opportunity to invest in lucrative properties without the full responsibility of property management. He explains how fractional real estate investing works, why it's gaining popularity among investors, and how it can help you diversify your portfolio and scale your wealth.If you've been considering ways to break into real estate investing without the high barriers of entry, this episode is for you. Tune in and discover how fractional real estate investing can be a game-changer in building wealth.Top three things you will learn: -The advantages of fractional real estate investing over traditional rental property ownership-How to invest in high-quality properties without the time and hassle of direct ownership-The key strategies for selecting profitable properties in top markets and scaling passive incomeAbout Our Guest:Alex Blackwood is the 29-year-old co-founder and CEO of mogul, a real estate investment startup. He previously worked at Goldman Sachs, making $250,000 a year. Alex says it is more rewarding to be a startup founder compared to working 100-hour weeks as a real estate investing associate for another company. Alex started his company after buying a property for the first time and realizing how capital and time-intensive it was. At the end of the transaction, he knew there had to be a better way to own real estate. As CEO of mogul, Alex says he plays the part of a lawyer, an accountant, an investor, and a marketer. Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Alex Blackwood:- Website - https://www.mogul.club/

In this episode of the CRO Spotlight podcast, Warren Zenna sits down with Neil Weitzman, Founder of weitzmanGTM, to tackle the fractional CRO debate head-on. They examine the friction between the theoretical appeal of fractional leadership and the gritty reality of executing it. The conversation highlights why early-stage companies often need foundational builders rather than traditional executives, and where the fractional model fits.A central point of contention is the issue of accountability. Warren and Neil debate whether a fractional leader can truly own a revenue target when they are not in the building full-time. Neil argues that while fractional CROs can build systems and drive pipeline, demanding full-time metrics from a part-time partner is a recipe for failure, emphasizing the need to align expectations with the actual scope of the engagement.The discussion shifts to the push and pull between what founders want and what they actually need. Founders often demand immediate sales traction, while a fractional CRO knows a sustainable go-to-market engine must be built first. Neil shares blunt insights on navigating these misalignments, avoiding toxic setups, and ensuring the fractional role serves as a bridge to eventual full-time leadership rather than a permanent crutch.Finally, they explore how the debate intersects with the evolving nature of the CRO role itself. Whether full-time or fractional, modern revenue leaders must adapt to an increasingly complex landscape driven by artificial intelligence. By integrating AI to automate repetitive tasks and refine outbound strategies, fractional leaders can punch above their weight, driving efficiency and leaving behind a scalable system for the next full-time hire.

Most small-to-mid manufacturers know they've under-invested in marketing, but where do you even begin? Javier Lozano, Founder of Bolder Media and a fractional CMO, joins Carman and Jeff to lay the foundation. He explains why your founder's origin story falls flat, how to mine real differentiation from customer interviews, and why your brand should be more Yoda, the guide, than Luke, the hero. Plus: how to find a wedge in a “red ocean” without making yourself unfindable, and what a fractional CMO actually does that a consultant or full-time hire can't.

You keep saying yes to small organizations whose missions you love. The dollars are precious. The ED is exhausted. You have the exact skill set they need. And every yes is keeping you stuck. In this episode, I share why you need to shift upmarket and the difference it will make in your own company as you build a scalable consulting firm. Work With Coach Natalie

Stella Han shares her journey from growing up in the Bay Area with software engineer parents who flipped houses, to becoming a real estate entrepreneur and founder of Fractional. After starting with out-of-state single-family investments in Atlanta, she attempted to raise $1M at age 22 for a 22-duplex portfolio but lost $55K due to securities and fundraising challenges. That failure inspired her to create Fractional, a platform helping investors form investment clubs as an alternative to traditional syndications. Backed by Y Combinator, Stella discusses failing forward, building in public, and embracing the identity shift required to become a startup founder.

You are at maximum capacity. Your calendar has no whitespace. You know you need help, but you cannot justify hiring yet. This is the loop. It is not a discipline problem. It is a structural bind almost every consultant building a scalable firm hits at some point. In this episode, our fictional consultant Fiona is experiencing THE LOOP, and we uncover two real paths through it. If you are feeling the loop in your own business, the best first step to working with Natalie is a 90-minute intensive. You bring the loop. You leave with a clear next move and a focused game plan. If it is not worth every penny, Natalie will refund you. One-on-one coaching spots are also currently open.  Work With Coach Natalie

Today we're talking about what it really takes to align brand, marketing, and revenue in a world where channels change daily but fundamentals still matter. Our guest, Jinnie Austin, is a Marketing and Ecommerce Strategic Advisor and fractional CMO who helps growing brands connect the dots between who they are, how they show up, and how they make money. Jinnie has worked with organizations like 361º USA and Exponent Edge, advising on strategy, ecommerce, and digital growth, and she's built a reputation for stepping into leadership gaps and bringing clarity to messy marketing situations. Based in the Charlotte area, she partners with founders and leadership teams to create practical, sustainable marketing systems that actually move the needle instead of adding more noise. We're going to dig into what she's seeing in the market right now, how brands can get unstuck, and why a strategic advisor or fractional CMO might be exactly what a scaling company needs.  

In this Command Control Power episode, host Joe and guests discuss standards, policies, certification, and compliance with Michael Thomsen of Origin 84 in Sydney, continuing an ISO 27001 deep dive. Michael explains how policies are written to solve specific control problems (e.g., MFA) and can be reusable, while areas like data classification require tailoring based on a client's industry, legislation, contracts, and workflows; key discovery questions include where data is stored and shared, and what obligations contracts impose. The conversation contrasts frameworks (NIST, Essential Eight) and notes auditors verify that policies drive processes and are followed, emphasizing continual improvement through audits, risk/incident tracking, and iterative remediation. Jerry and Sam share healthcare/SOC 2 experiences and discuss shifting solo consultants from tactical support to higher-value strategic advisory/account management, using fractional roles and partners. Michael outlines Origin 84's fractional model (financial controller, HR, strategy officer, plus legal/CFO) and sourcing via professional networks, LinkedIn, and conferences like ACEs, where Michael will present on account management

Wyatt's team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at much lower costs. With a clear process, Till CFO makes it easy for company leadership to make strategic decisions and have confidence in the details. Improved automation and reporting are among the benefits, and their technology is AI native. AI Native means that that AI agents can actually become co-workers; agentic workers do the analysis, data mining, and more to help a company leadership make good financial decisions. Till has a unique team with a CFO, controllers, analysts and data engineering as well. And perhaps even more unique, AI agents make hiring expensive, human, on-site experts no longer needed. Till CFO also works with family offices. Each family office has unique needs, including many goals other than what is taught in business school. Making an impact in the work they do, helping family members be joyful, navigating difficult decisions, these are some of the goals of family offices. These metrics are outside traditional financial statements. Every family office is unique. As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today's guest. And please share this podcast with anyone who you think might find it interesting. As always, it is good to have an expert on your side. The Expert Network Team provides a free consultation. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Karl FrankFinancial planner helping a small number of successful families grow and protect their wealthCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Paris and James Williams, Next Level Financial, on Fractional CFO Services for Commercial Real Estate Firms (North Fulton Business Radio, Episode 960) In this episode of North Fulton Business Radio, host John Ray welcomes Paris and James Williams, co-founders of Next Level Financial, a fractional CFO firm based in Suwanee that works specifically with commercial real […]

In today's episode I interview Jamie Pridmore! Jamie is a mom of two, and a bookkeeper and Fractional CFO for moms.She specializes in bookkeeping and CFO services for moms who own businesses. She loves teaching the value of knowing your business numbers so you can grow and the best ways to track your numbers both on the computer and on the go (because moms are always on the go).In this episode we talked about her story of how she got to where she is now in business, the heart behind her business, how she has firm boundaries that protect her priorities, how she keeps family as number one in her life while running a business, the importance of knowing your numbers, the different ways to track on the computer and on the go and financial tips that you don't want to miss!If you are a mommy business owner who wants her more stories from moms just like you balancing business and motherhood, and to learn more about how to manage finances in your business - this episode is for you!Want to connect with Jamie?Find her on Instagram @JamiepridmorebookkeepingClick here to check out her website and learn more about how she can support you.Click here to grab her bookkeeping toolkit that you need in your business for only $57!

Episode Summary: In this episode of the Work at Home Rockstar Podcast, Tim Melanson chats with Kerri Roberts, Founder of Salt & Light Advisors. Kerri shares her journey from a 20-year corporate career to launching her own HR consulting business, breaking down the real lessons behind tech overwhelm, pricing mistakes, and building a business that actually supports your life. Who is Kerri Roberts? Kerri Roberts is the founder of Salt & Light Advisors, a People Operations and HR consulting firm helping small to mid-sized businesses build strong, practical HR foundations. With over 20 years of experience in corporate HR and operations, she now helps companies clarify roles, expectations, and systems so their teams can succeed. Connect with Kerri Roberts: Website: https://saltandlightadvisors.com Website: https://kerrimroberts.com Instagram: https://www.instagram.com/kerrimroberts LinkedIn: https://www.linkedin.com/in/kerrimroberts Host Contact Details: Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast X / Twitter: https://twitter.com/workathomestar Email: tim@workathomerockstar.com In this Episode: 00:00 Welcome and Guest Intro 00:21 Big Leap to Entrepreneurship 00:57 Early Mistakes and Lessons 02:29 Essential Tools and Tech 05:03 Home Office and Self Care 07:07 Client Boundaries and Value 08:32 Project Pricing Over Hourly 12:40 Marketing Beyond Your Network 14:20 First Client and Contractor Shift 16:42 Pricing Reality and Revenue Growth 21:03 Money Systems Taxes and AI 24:46 Why Leave a 300K Job 29:06 Business Refinement and Alignment 30:51 Connect and Closing Questions 31:33 Rock Star Picks and Wrap Up  

In this episode of the Grow A Small Business Podcast, host Troy Trewin interviews Michael Harvey, founder of MDH Accounting, shares how he grew his business from a spare bedroom startup into a multi-service firm with 25+ team members and nearly $5 million in annual revenue through steady, organic growth and smart hiring. He explains the power of networking, word-of-mouth referrals, and staying close to clients to build long-term trust and consistent growth. The conversation highlights how developing people, supporting flexible work, and focusing on team strengths became key drivers of sustainable success. Michael also reflects on major challenges, including scaling teams, adopting new technology, and adapting to the rise of AI in accounting and advisory services. Ultimately, he emphasizes that true business success comes from continuous learning, strong relationships, and helping other small business owners achieve their wins. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Michael Harvey believes one of the hardest parts of growing a small business is managing the transition from having just a few employees to building a larger team, where hiring, training, and paying wages can feel stressful and uncertain. He also highlights that opening new branches and handling different team cultures adds unexpected complexity. Another major challenge he faced was keeping strong client relationships while adopting new technology, as efficiency can sometimes reduce the personal touch that customers value most. What's your favorite business book that has helped you the most? Michael Harvey says his favorite business books that helped him the most are Good to Great by Jim Collins, along with The Five Dysfunctions of a Team and The Advantage by Patrick Lencioni. He shared that Good to Great was an early revelation for him, while The Advantage is a book he regularly revisits because of its strong focus on culture and team success in business. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Michael Harvey recommends tuning into the podcast The Imperfects, even though it isn't strictly business-focused. He says he listens to it regularly because of the inspiring guests and meaningful topics, particularly those connected to The Resilience Project, which motivates him indirectly as a business owner. He also highlights that much of his learning comes from networking with other professionals and learning from real conversations, rather than relying only on formal online tools. What tool or resource would you recommend to grow a small business? Michael Harvey recommends using a simple one-page planning tool, where you summarize your key business goals and priorities onto a single page to stay focused. He believes the real value comes from cutting through unnecessary details and clearly identifying the number one issue your business needs to solve. This approach helps business owners stay clear, decisive, and action-oriented instead of getting lost in too much information. What advice would you give yourself on day one of starting out in business? Michael Harvey says that if he could go back to day one, he would remind himself to enjoy each moment and celebrate milestones along the way instead of always chasing the next goal. He admits he was so driven early on that he often missed the joy of progress. His advice is to enjoy the journey, stay humble, and build a business that you genuinely enjoy rather than feeling trapped in it.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Growth becomes easier when you focus on solving the one problem that matters most — Michael Harvey Technology can speed up your business, but relationships are what keep it alive — Michael Harvey A simple, clear plan beats a complicated strategy that never gets used — Michael Harvey  

What if I told you that for less than the cost of one case, you could buy back hours of your week—and finally focus on the work that actually grows your practice?In this Five Minute Friday, I'm challenging one of the biggest blind spots I see in orthodontists today: the belief that “I can do it all myself.” After coming off a high-level Orthopreneurs RD meeting, it became crystal clear—most of you aren't lacking solutions… you're lacking time. And more importantly, you're holding onto tasks you should've delegated years ago.Quotes“The overwhelming majority of you are way too busy, don't have enough time, and are making enough money that you can afford an executive assistant.”— Dr. Glenn Krieger“If you can take $20,000 a year to free you up and focus on the things you need to be doing, it'll be the best money you ever spend.”— Dr. Glenn KriegerKey TakeawaysIntro (00:00)Why orthodontists resist solutions they actually need (00:58)What an executive assistant really does (and doesn't do) (01:20)Real-world examples: travel, scheduling, and life logistics (01:45)Fractional hiring: how to start small (02:25)The ROI of buying back your time (03:00)Why this may be the highest-leverage investment you can make (03:45)Additional Resources

What are the advantages of using fractional paralegals and staff in a law firm? Fractional paralegals and staff offer a cost-effective solution for law firms by reducing overhead costs, minimizing risk, and providing faster ramp-up time. These professionals bring years of experience, require no benefits or additional costs like workers’ compensation, and can adapt quickly to the firm’s needs. This model allows firms to access expertise without the commitment of a full-time hire, making it an attractive option for increasing capacity and profitability without the burden of a large payroll. What types of tasks are suitable for fractional positions in a law firm? Fractional professionals can handle a wide range of tasks that do not require court appearances. Common responsibilities include paralegal work, law clerk duties, administrative tasks, virtual executive assistant roles, and specialized consulting such as marketing, finance, or IT support. The flexibility of fractional positions allows firms to outsource specific functions based on their needs, providing a scalable solution to operational challenges without the commitment of a full-time hire. How do law firms ensure that fractional professionals stay productive during slow periods? Law firms can maximize the profitability of fractional staff by structuring agreements based on hours worked or tasks completed. For offshore employees on retainer, firms may pay a fixed amount regardless of workload, while onshore professionals may be paid hourly for work completed. This arrangement helps mitigate financial risks during slow periods, as firms only pay for services rendered, providing a cost-effective solution that aligns with the firm’s workload and budget. Where can law firms find qualified fractional professionals for their practice? Law firms can source fractional professionals through staffing agencies, referrals from trusted networks, or online platforms that connect freelancers with employers. For executive-level roles like fractional COOs or CMOs, networking within the legal community and vetting candidates based on references and experience is crucial. When hiring fractional attorneys or paralegals, firms can explore freelance attorney platforms or advertise on professional networks like LinkedIn to attract part-time legal professionals. Leveraging agency services can also streamline the hiring process and ensure access to a pool of qualified candidates for fractional positions.

The conversation in this episode starts by discussing a post-pandemic practice pivot and how one litigator chose a new path, which led to establishing a new business at the intersection of law and finance. For a long time, the need for in-house counsel meant the company had crossed a certain size threshold: enough contracts, enough regulatory touchpoints, enough disputes and enough litigation to justify building a legal department. But an alternative has emerged — companies keeping their core teams lean while bringing in senior legal judgment on a part-time, flexible basis. In this episode I enjoyed catching up with Jonathan Sablone, founder of Sablone Advisory LLC, about why that model works and what it looks like when the lawyer is, in his words, a “fractional general counsel” and a litigation manager.Sablone's résumé reads like a tour through the high-end litigation market. He spent roughly 25 years at global firms including Nixon Peabody and DLA Piper, where he held leadership roles and built practices focused on complex commercial and private funds disputes. His work has spanned the financial services world—private equity funds, hedge funds, institutional investors—and often had a cross-border component. Thanks to Jonathan for sharing his insights, which should give comfort to litigators who might be asking themselves: Is there anything else that is just as fulfilling? ______________________________________Thanks for listening! If you like what you hear please give us a rating. You'd be amazed at how much that helps. If you have questions for Tom or would like to participate, you can reach him at Editor@LitigationConferences.com. Ask him about creating this kind of content for your firm -- podcasts, webinars, blogs, articles, papers, and more. Tom on LinkedInEmerging Litigation Podcast on LinkedInEmerging Litigation Podcast on the HB Litigation site 

Kelsey Geist, Custom Human Resource Solutions (CHRS), on HR Compliance Risks, Fractional HR, and the Mistakes Small Businesses Make (North Fulton Business Radio, Episode 956) In this episode of North Fulton Business Radio, host John Ray welcomes Kelsey Geist, Vice President of HR Operations at Custom Human Resource Solutions (CHRS), a fractional HR firm serving small- […]

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Scott Royal Smith joins Dave Dubeau to demystify the concept of a "fractional family office," a sophisticated wealth management solution typically reserved for the ultra-wealthy. Scott, an attorney and FINRA Series 65 investment advisor, shares his personal journey from law school investor to building his own family office, realizing that many successful real estate investors face similar challenges with legal protection, tax optimization, and deal pipelines. Discover how Scott's firm, Royal Legal Solutions, brings this high level of wealth system management to investors earning $150,000 to $2 million annually. He discusses the common pitfalls investors encounter, such as insufficient legal structures, reactive tax planning, and the struggle to maintain a consistent deal flow. Learn how a fractional family office can provide a proactive, integrated approach to safeguarding and growing your real estate portfolio. #familyoffice #wealthmanagement #realestateinvesting #legalprotection #taxstrategy #capitalraising #realestatepodcast - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience?   Want to get great exposure and be seen as a bonafide real estate pro by your friends?  Would you like to inspire other people to take action with real estate investing?  Then we'd love to interview you!  Find out more and pick the date here   httpdaveinterviewsyou.com

Many entrepreneurs feel like their business operations and life logistics are quietly running them, rather than the other way around. In this episode, we discuss how great support—through a virtual assistant or fractional chief of staff—not only boosts productivity but actually serves as a wellness strategy, helping founders reclaim their focus and peace of mind.Nikol's unconventional journey across Bulgaria, Germany, France, and Malta, and how her cross-cultural fluency shapes her approach to supporting founders.The nuanced differences between personal assistant, executive assistant, virtual assistant, and chief of staff—and how Nikol blends and evolves these roles based on client needs.Why genuine connection, trust, and relationship-building are the foundation for successful delegation and operational support.How AI tools are transforming workflows, automating repetitive tasks, and why staying on top of tech is now essential for assistants and chiefs of staff.The impact of outsourcing mental load—especially the “open tabs” in our brains—and how letting go can dramatically improve founders' mental health, focus, and creativity.TL;DR: Delegating operational complexity isn't just about saving time; it's an essential act of self-care and a wellness strategy for founders overloaded by their businesses. Building trust, leveraging AI, and embracing nuanced support empowers entrepreneurs to operate in their zone of genius—with fewer burdens, more clarity, and better health.Thank you for listening!If this episode inspired you, please screenshot and share it on social media—be sure to tag @meganswanwellness so we can cheer you on. Your support means the world!Connect with Megan SwanInstagram:http://www.instagram.com/meganswanwellnessLinkedIn: http://www.linkedin.com/in/megan-swan-wellnessWebsites: www.meganswanwellness.com + https://altavitahealth.ca/Subscribe to my Substack: ⁠⁠https://meganswan.substack.com/⁠⁠Connect with Nikol TotevaLinkedIn: https://www.linkedin.com/in/nikol-toteva/Keywordsvirtual assistant, chief of staff, delegation, business operations, workflow automation, AI in business, onboarding process, personal assistant, executive assistant, productivity, founder support, cross-cultural fluency, entrepreneurship, remote work, trust in business, task management, stress management, burnout prevention, mental health, outsourcing, business efficiency, operational systems, wellness strategy, personal organization, upwork, relationship building, workflow optimization, business automation tools, Claude AI, business growth

Fractional employees are quickly becoming a practical solution for nonprofits facing talent shortages and budget constraints, but they're not a simple fix. This episode explores how fractional roles can unlock high-level expertise without full-time costs, while also exposing the hidden risks to continuity, culture, and donor relationships. The key insight: success isn't about whether you use fractional talent, but how intentionally you design and manage it.

AI is moving fast. So why are so many fractional CMOs spending their nights vibe coding SaaS tools that nobody's paying for? In this episode, Casey draws a hard line between eating your dinner and eating dessert — and explains why most marketers are choosing the wrong one.   He breaks down the two camps: the ones who feel behind and don't know how to talk about AI without sounding lost, and the ones who can't stop tinkering long enough to close a client. Neither extreme wins. What wins is knowing enough to lead — and selling that leadership at a price that reflects it.   But here's the positioning trap Casey flags early: don't walk into a prospect conversation rattling off a hundred AI use cases like you're reading from a feature list. The CMO who says "I do a thousand things with AI" gets tuned out. The CMO who says "here are the three things I'd tackle with AI so we don't have to hire for them" gets hired. Specificity is confidence. Overwhelm is not.   Because AI doesn't have taste. It doesn't have discernment. It doesn't have experience. And without those three things in the room, your client is already heading toward a slop loop — generating garbage that looks like growth until it isn't. That's why the market needs you more right now than it ever has, not as the person who builds the tools, but as the person who decides whether to use them.   Key Topics Covered:   The two camps fractional CMOs fall into — and why both are leaving money on the table What the "$6 Uber era" of AI compute means for how fast you need to move with clients The three things AI will never have — and why your clients are paying for exactly those What a slop loop looks like before it becomes obvious (and why it's your job to see it coming) Why vibe coding gives you dopamine but not dollars How to talk about AI in a pitch without overwhelming a prospect or underselling yourself The one-line positioning shift that turns "you're smart" into "I want to bet on you"  

What if you could go from GENERALIST fundraising consultant to a FOCUSED firm with a SCALABLE offer - in just five months? That's exactly what Robin Engle, CFRE, founder of Abundance Catalyst, has done. In this client success episode of the Fractional to Scalable series, Robin shares how she built a scalable Major Gifts offer, narrowed her niche to movement organizations, climbed "Cringe

From dot-com survivor to fractional CFO, Salvatore Tirabassi shares how his venture capital and private equity background enables him to deliver PE-grade financial strategy to founder-owned businesses, why the AI bubble looks fundamentally different from 2000, and how unit economics analysis should drive every growth-stage debt decision. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Salvatore Tirabassi, a seasoned CFO who also brings a 15-year background as a partner in growth equity and venture capital funds. Sal is the founder of CFO Pro Analytics, where he delivers comprehensive financial strategy, modeling, analytics, and capital raising services to founder and family-owned businesses in the $3 million to $100 million revenue range. WHAT YOU'LL LEARN In this episode, you'll discover how the venture capital and private equity landscape evolved from a barbell structure into today's multi-tiered capital ecosystem, why the AI bubble debate is fundamentally different from the dot-com era based on where risk sits in the markets today, and the unit economics framework Sal uses before any client takes on debt to fuel growth. You'll also learn why most founder-owned businesses need practical capital like receivables financing and SBA loans rather than venture funding, and what the private credit market and AI-driven hiring shifts could mean for Main Street businesses. SAL'S JOURNEY Sal grew up playing basketball in competitive New York City high school leagues before moving through consulting and business school into venture capital in August of 1999. Seven months later, the dot-com bubble burst. While most investors fled, his fund doubled down on the companies they believed in. His first deal was a company called Gomez, a SaaS business before anyone used the term, with clients like Amazon paying subscription fees to measure customer web experience. Gomez ultimately sold for approximately $350 million around 2008. Sal continued doing growth equity deals in tech-enabled services before moving to the operating side as a CFO, merging his investor experience with operational expertise into a fractional CFO practice built specifically for founders and family-owned business owners. KEY INSIGHTS Having sat on the investor side as a partner in growth equity and VC funds, Sal builds his clients' financial infrastructure to the standard that institutional capital partners expect. His firm serves three segments on a nationwide basis. Long-term fractional CFO partnerships with founder-owned businesses priced on a fixed basis, investment banks prepping companies for sale on three-to-six-month engagements, and private equity funds needing to upgrade post-acquisition finance operations. On the AI bubble, Sal argues that in 2000, investment banks took small companies with no revenue public, giving individual investors venture capital-level risk exposure. Today that speculative risk sits in private markets. If a correction comes, it will likely show up in private assets rather than devastating public markets. Of the top 20 S&P 500 companies from 2000, only Microsoft remains in the top 20 today. Sal is also watching how AI will reshape hiring for knowledge-based organizations that need to balance automation with talent development, and whether the private credit market could create downstream pressure on Main Street businesses. Perfect for founders weighing different types of capital, business owners who know their financial infrastructure needs an upgrade, and anyone who wants a grounded AI bubble perspective from someone who survived the dot-com crash. Episode Highlights with Timestamps:[00:03:37] - Introduction and Sal's credentials [00:04:55] - Childhood basketball dreams in NYC [00:07:18] - Starting in VC in August 1999 and the dot-com crash [00:12:45] - Evolution of the VC and PE landscape over two decades [00:20:34] - From investor side to operator side as a CFO [00:26:28] - Practical forms of capital for founder-owned businesses [00:31:22] - Unit economics analysis and modeling the J-curve [00:36:16] - AI bubble versus dot-com bubble [00:42:06] - AI's impact on hiring and the private credit question [00:46:46] - Nine fundamental business models across every industry [00:52:00] - Freedom as time with family and opportunity for the next generation Related Episodes:Episode 350 with Tom Dillon explores fractional CFO work from a complementary angle, including when companies should avoid venture capital and what alternative funding sources might serve them better. Episode 326 with Herman Dolce covers raising capital in shifting markets and how technology cycles create winners and losers, connecting directly to Sal's observations about the private credit market. Episode 370 with Gerry Hays examines VC access and launching companies during the dot-com era, offering a founder's perspective that complements Sal's investor-side view. Guest Bio:Salvatore Tirabassi is the founder of CFO Pro Analytics, a fractional CFO firm serving founder and family-owned businesses in the $3 million to $100 million revenue range. He brings a 15-year background as a partner in growth equity and venture capital funds, with 20 years of expertise in strategic forecasting and capital management. His team operates primarily from the New York City area with remote capabilities nationwide. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/salvatoretirabassi FOR MORE ON SALVATORE TIRABASSI:Website: https://cfoproanalytics.com/ LinkedIn: https://www.linkedin.com/in/stirabassi/ FOR MORE ON COREY KUPFER: https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Keywords: fractional CFO, venture capital, private equity, dot-com bubble, AI bubble, capital raising, founder-owned business, growth equity, debt financing, unit economics, SBA loans, private credit, business models, exit planning

In this episode, Neil Cohen, Founder/CEO, Quantum CFO Advisory and Services LLC, shares insights on the rising demand for fractional CFOs and how they help companies become fundable, scalable, and sellable.

Government contracting certifications like CMMC, ISO, and CMMI are no longer optional — they're the difference between standing out and getting buried in a pile of minimum-qualified vendors. In this episode, a seasoned IT govcon professional breaks down the exact moves small businesses need to make to get their foot in the door and grow once they're in. You'll learn: Why niche certifications win contracts — With CMMC Level 2 deadlines approaching, the shortage of certified companies is your window to stand apart from competitors still meeting bare minimums How security clearance sponsorship actually works — There is no application you can submit; you have to create value first, and this episode shows you exactly how to position yourself to get sponsored Subcontracting as a low-risk entry strategy — Learn why starting as a sub gives you past performance, prime relationships, and critical compliance knowledge without carrying all the risk Fractional support and contract funding — Discover how to build a back office with SME-level talent on a startup budget, and why getting funded before you win is non-negotiable OASIS Plus and contract vehicle timing — Why you need to start the onboarding process now, and how to use the Mentor-Protege Program to unlock reimbursable expenses and government-backed growth EPISODE CHAPTERS: 0:00 - Welcome to the Federal Help Center Podcast 0:31 - How to add value and address government pain points 1:29 - Niche certifications that set your company apart 2:27 - Subcontracting strategy for low-risk market entry 3:19 - How security clearance sponsorship really works  5:15 - Building your govcon growth strategy from the ground up 5:44 - Fractional support and getting your business funded 7:36 - OASIS Plus onboarding and contract vehicle timing 8:33 - Networking, mentors, and the Mentor-Protege Program If you want to learn more about the community and to join the webinars go to: https://federalhelpcenter.com/ Website: https://govcongiants.org/ Connect with Encore Funding: http://govcongiants.org/funding

Have you ever thought about getting rich with music royalties? Jon Gestal explains how music royalties function as an alternative investment and the complex ecosystem where songwriters, artists, publishers, and labels earn income from licensing, streaming, radio, and live performances. He shares how platforms like Royalty Exchange create liquidity by allowing creators to sell partial or full rights to those cash flows. Royalty streams vary in structure and stability, often following a lifecycle where earnings spike early and then settle into more predictable long-term income, making seasoned catalogs attractive for passive income investors seeking diversification from traditional markets. We discuss... Music royalties consist of multiple income streams, including performance, mechanical, and sound recording royalties. Artists earn money from a mix of royalties, live performances, advances, and synchronization deals like TV, movies, and commercials. Streaming platforms like Spotify pay royalties based on a share of revenue rather than a fixed rate per play. Music catalogs typically follow a lifecycle where earnings spike early and then decline into a more stable, predictable long-term cash flow. Older, "seasoned" catalogs tend to be more attractive to investors seeking consistent passive income. Investors can purchase royalties from individual songs, groups of songs, or entire catalogs depending on the seller's needs. The growth of global streaming and emerging markets continues to expand the overall music royalty pool. Technology and social media have changed how artists are discovered, but success remains just as difficult as before. Artists today have more independence and flexibility, reducing reliance on traditional record label deals. The conversation highlighted the increasing financialization of entertainment assets, including music, sports, and film. Fractional ownership allows smaller investors access to royalties but often reduces returns due to multiple layers of fees. "Vanity investing" and emotional attachment can influence decisions when investing in entertainment assets. Music royalties can serve as a diversification tool since they are largely uncorrelated with traditional financial markets. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Marc Walton | Forex Mentor Pro Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/getting-rich-with-music-royalties-jon-gestal-806