Podcasts about lead advisor

Carter Cofield is one of the co-founders of Melanin Money, a platform dedicated to empowering Aspiring 1st Generation Melanin Millionaires. He's a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), is the Lead Advisor at Cofield Advisors, LLC. He is passionate about empowering entrepreneurs to thrive by strategically navigating their taxes. Carter's dedication to financial literacy led him to co-create Melanin Money, the #1 brand for wealth builders of color, with a mission to close the racial wealth gap by 10%. Melanin Money was born out of the need to bridge the wealth gap for people of color. With a focus on providing trusted education, resources, and a supportive community, the platform equips individuals with the tools to start building wealth and securing financial freedom. Through a combination of financial education, branded initiatives, and merchandise, Melanin Money is creating a movement to help individuals of color build generational wealth and leave a legacy for future generations.   During the show we discussed: Understand the $100B wealth gap and how to close it. Learn how to reach your first $1M in net worth. Discover legal ways to pay less in taxes. Use proper strategies to shelter money from the IRS. Turn everyday expenses into tax deductions. Apply income shifting to reduce taxes. Invest while saving on taxes using real estate and other assets. Know key financial principles before investing. Believe wealth is possible to achieve it. Avoid common mistakes new investors make. Align investments with business growth goals. Assess risk and diversify your portfolio. Invest wisely with limited time and resources. Choose the right assets to grow your wealth. Balance business reinvestment with personal investing. Structure finances for business and personal wealth. Build passive income while growing your business. Balance short-term and long-term investments. Explore overlooked wealth-building opportunities. Plan taxes smartly to boost investment returns. Leverage compound interest for long-term gains.   Resources: https://melaninmoney.com/   

Ministry of Social Development is on a campaign to reduce Domestic Violence and this campaign in particular is focused on reaching men with the tools and resources they need to be able to manage their stress instead of turning to violence. They have a creative platform called 'Everything Better' all focused on how much better life gets when you get help. For exclusive content and the full show including music features, visit: https://www.rova.nz/podcasts/george-fm-breakfast-with-lee-tammy Join the Whānau on Instagram, Facebook & Tik Tok.

In times like these, when there's market volatility and financial insecurity, it's more important than ever to have a financial plan to know that you can weather the storm and wild swings in the markets. It's the difference between having a plan vs just having a portfolio. In today's episode, Derek Gregoire is joined by SHP Financial's Lead Advisor, Kyle Britton, to discuss how they're helping their clients navigate the emotions of investing during bear markets. While many people would assume that the phones are ringing off the hook with clients filled with panic, you'll hear why that might be the exception rather than the rule because of the methods SHP Financial uses to build comprehensive financial plans that help their clients prepare for these very moments. In this conversation, they discussed how SHP helps clients determine their risk score and how they stress test portfolios to demonstrate the outcomes of down years. They'll explain what sequence of returns risk means and how important it is for investors to understand it as they approach retirement. They'll also discuss how bear markets create opportunities for those who have time on their side to weather the storm and take full advantage when the recovery happens. In this podcast interview, you'll learn: What sequence of returns risk is and how SHP helps to calculate risk in your portfolio The benefits of using tools like Riskalyze to analyze the risk in your portfolio. How the news and media can make market volatility feel worse than it is by leaning on the chaos and negativity. The three bucket strategy that SHP uses to protect your annual income and long-term growth investments. How quickly market recoveries happen and the opportunities that bear markets can create. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

Elson discusses the mindset, methods, and mentorship that fueled her quick rise from intern to lead advisor at Perigon Wealth. Host: Steve Sanduski, CFP.

Joy Maxwell, Owner and Lead Advisor for Ark Advising, shares about her journey from working in a nonprofit to starting her own business, ARK Advising. Joy shares her experiences with mentorship, financial challenges, and the importance of community support. She discusses how she transitioned to a retainer model for her services, allowing her to achieve a better work-life balance while significantly increasing her revenue. The conversation highlights the challenges and triumphs of entrepreneurship, especially in the context of the nonprofit sector. In this conversation, Joy M. Maxwell discusses her journey in balancing nonprofit work with a business mindset. She shares insights on shifting relationships with nonprofits, navigating emotional connections, and embracing flexibility in business operations. Joy highlights the importance of mentorship and the tools that have helped her grow her business while achieving a better work-life balance. The discussion emphasizes the value of community support and the ongoing process of adapting to changes in the nonprofit sector. Doors to the Grant Professional Mentorship on Friday, April 4th, 2025 at 11:59 pm EST. https://grantwritingandfunding.com/grant-professional-mentorship The Grant Professional Mentorship is a 12-Month Mastermind Coaching Program for 5 to 6-figure Grant Professionals to Double Your Revenue with Scalable Services, Systems and a Part-Time Team - without burning out. Rate, Review, & Follow on Apple Podcasts “Every time I listen to Holly's show, I learn something”

Send us a textWondering how to build financial stability and growth this year? Whether you're recovering from holiday spending, navigating post-divorce finances, or looking for smarter money moves, this episode is packed with expert strategies you can apply today.Join Arizona Divorce Attorney Billie Tarascio and financial planner, Michael Tarascio CFP, Owner & Lead Advisor at Tarascio Financial Planning, as they discuss:✅ The #1 mistake keeping people in financial stress post-holidays✅ Why a big tax refund isn't a win—and how to avoid giving the IRS a free loan✅ How to maximize your paycheck without switching jobs or starting a side hustle✅ Smart money moves post-divorce to get back on track faster✅ Beginner-friendly investing strategies that build wealth with minimal riskMichael shares expert insights on quick financial wins, optimizing 401k contributions, and making your money work for you—whether you're a business owner, high earner, or just getting started.

Mivida Burrus is an expert Fund Developer, Lead Advisor with Mondo Unlimited, and Sr. Director at Avalon Healing Center. During our conversation we celebrate #BlackHistoryMonth by acknowledging numerous contributors to the history of our wonderful country. Mivida emphasizes not only the importance of African American contributions, but our responsibility to tell our own story. Enjoy!#BaxtersBuzz#BaxtersBuzz Angelic 8s: A Letter To Zara" and is available. ⁠⁠⁠https://amzn.to/37BIX44

Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Two-time Emmy and three-time NAACP Image Award-winning, television Executive Producer, Rushion McDonald interviewed George Acheampong and Carter Cofield. They own Melanin Money, which aims to empower the Black community through financial literacy and wealth-building. They have been recognized for their innovative approach to bridging the wealth gap and fostering a culture of financial empowerment. Melanin Money has implemented the challenges they have had to overcome, as well as their advice for aspiring entrepreneurs. Melanin Money was a platform designed to create a space curated exclusively to serve Aspiring 1st Generation Melanin Millionaires. When looking at the disparities in the wealth gap for people of color, we knew we needed to create a trusted community and platform, uniquely serving the needs of those who need the education, support and resources the most. George AcheampongCo-Founder and Investment SpecialistA thought leader in the area of finance and entrepreneurship. I am the Founder and Managing Partner of Capitalwize, LLC - A Financial Planning and Investment Management Firm. We work with aspiring & current 1st Generation millionaires to become legacy leavers for their families. Additionally, the Founder of Melanin Money, the #1 Brand for wealth builders of color. We create merchandise, targeted initiatives, and programming with a mission of closing the wealth gap by 10%. Carter CofieldCo-Founder and Tax SpecialistA co-owner of Melanin Money and the Lead Advisor at Cofield Advisors, LLC. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.My commitment to financial literacy has provided the opportunity to establish a space where entrepreneurs can immerse themselves in their zone of genius while learning how their finances can set them free. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.

Eddy Ricci, a founding partner of Lead Advisor, LLC., a wealth management consulting and talent acquisition firm, discusses his thoughts on acquiring the highest level job candidate on our latest podcast. Key points:Lead Advisor provides industry insights, career strategies and professional development resources for wealth management professionals. He has also founded and operates other consulting firms focused on professional development, recruiting and acquisitions for businesses outside of the wealth management space.Eddy reads a business or leadership book each month and summarizes it for his closest contacts and clients.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with GregLinkedInConnect with Eddyhttps://www.lead-advisor.comLinkedInNow Available!The Sea Captain Way for Financial Advisors

CTL Script/ Top Stories of December 21st Publish Date: December 21st   PRE-ROLL: 01.20.25 ETOWAH MILL HOLIDAY SCREEN & RINK_FINAL From the Ingles Studio Welcome to the Award-Winning Cherokee Tribune Ledger Podcast  Today is Saturday, December 21st and Happy Birthday to Samuel L Jackson ***12.22.24 - BIRTHDAY – SAMUEL L JACKSON*** I’m Keith Ippolito and here are the stories Cherokee is talking about, presented by Credit Union of Georgia.  Cherokee County Asks Lawmakers to Consider Sales Tax Referendum Etowah Teacher Earns National Career Education Award Cherokee Schools Announces REACH Georgia Scholars We’ll have all this and more coming up on the Cherokee Tribune-Ledger Podcast, and if you’re looking for Community news, we encourage you to listen and subscribe!  Commercial: 06.26.24 CU OF GA FREE CHECKING_REV_FINAL STORY 1: Cherokee County Asks Lawmakers to Consider Sales Tax Referendum Cherokee County commissioners are urging the legislative delegation to propose a Homestead Option Sales Tax (HOST) referendum, aiming for a 1% sales tax to eliminate property taxes for homeowners and fund road improvements. The Board of Commissioners approved a resolution for this, seeking a November 2025 ballot inclusion. The proposed HOST would allocate 75% of proceeds to reduce property taxes and 25% for capital projects, primarily roads. A 10-year sunset clause is suggested, allowing voters to decide on its continuation. The initiative aims to benefit both residents and visitors, with a quick implementation if approved. STORY 2: Etowah Teacher Earns National Career Education Award Lt. Col. (Ret.) Stephen Bergey, a career education teacher at Etowah High School, has been recognized as the Region II New Teacher of the Year by the National Association of Career and Technical Education. This award honors outstanding CTE teachers who demonstrate classroom innovation and dedication. Bergey, with a 20-year military and diplomatic background, has led Etowah's JROTC program to numerous accolades, including the 2024 Distinguished Unit Award. He holds multiple advanced degrees and has been elected president-elect of the Georgia Association of Career and Technical Education. STORY 3: Cherokee Schools Announces REACH Georgia Scholars The Cherokee County School District is celebrating its new class of REACH Georgia Scholars, a program offering mentorship and college scholarships to promising middle and high school students. This year, four eighth-graders—Sara Chance, Farrah Fascitelli, Fernanda Hernandez, and Leila Morris—were selected. The district held a signing day-style reception to honor them, followed by recognition from the school board and Superintendent Mary Elizabeth Davis. REACH Scholars who meet program requirements can receive up to $10,000 in scholarships for eligible Georgia universities or technical colleges. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info.    Back in a moment  Break: Drake Realty (Cherokee County) STORY 4: Cherokee County Theater Programs Earn Honors at Regional Contest Cherokee County School District theater programs excelled at regional One Act Play competitions. Etowah High School won the Region 5-6A championship with "Eurydice," while Sequoyah High School won the Region 6-5A championship with "Little Shop of Horrors," also placing third in the 5A state competition. Sequoyah's production will perform at the Georgia Thespian Conference. Both schools received individual honors for acting and technical roles. Cherokee High's Brandon Mears and River Ridge High's Tripp Scurlock earned Best Actor awards in their respective regions, with additional All-Star Cast recognitions for students from both schools. STORY 5: Brooke Ice Tapped as Lead Advisor for Cherokee Fire Explorers Brooke Ice has been appointed as the new lead advisor for Cherokee County Fire and Emergency Services' Explorer program, succeeding Capt. Michael Sims, who led the program for 17 years. Sims, a former Explorer himself, guided the program to numerous successes, including many first-place trophies at competitions and helping over 50 former Explorers pursue careers in public safety. Ice, also a former Explorer, brings extensive experience and passion to her new role, aiming to maintain high standards while introducing new initiatives. Sims will continue to support the program as Committee Chair, ensuring its continued success. Commercial: 12.14.24 FALANY DEC_FINAL STORY 6: Cherokee Commissioners Approve 85 Townhomes on Bells Ferry The Cherokee County Board of Commissioners approved a rezoning request for an 85-unit townhome development on 10.66 acres at 6355 Bells Ferry Road. The development, by David Pearson Communities, will feature owner-occupied townhomes with two-car garages, a pool, and a clubhouse. The project includes 2.25 acres of open space for a pedestrian path. Initially proposed at 102 units, the plan was revised to 85 units after density concerns. The development will have a density of 7.97 units per acre, aligning with county standards. Despite some local opposition, the project was seen as a responsible use of the property. STORY 7: Cherokee County School Board Appoints New Chief Academic Officer The Cherokee County school board appointed Joshua Heath as the new chief academic officer on December 12. Heath, who joined the district in July as the executive director for accountability, succeeds the previous officer who retired earlier this year. With 12 years of educational experience, Heath is also a CCSD parent and spouse of a district teacher. During the board's work session, he presented reports on student performance in AP, SAT, and ACT exams, as well as the district's performance on the state's CCRPI.   We’ll have closing comments after this.    COMMERCIAL: Ingles Markets 5   SIGN OFF –   Thanks again for hanging out with us on today’s Cherokee Tribune Ledger Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.tribuneledgernews.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: www.ingles-markets.com www.drakerealty.com cuofga.org #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations See omnystudio.com/listener for privacy information.

Qwynn Galloway-Salazar is the heart and soul of this week's Heroes Caring for Heroes episode. As an Army veteran, end-of-life doula, and the founder of In Their Honor, Qwynn has dedicated over two decades to elevating the quality of life for military, veteran, and caregiving communities. Her personal journey, however, took an unexpected turn when her husband, Jose, a retired combat veteran and law enforcement officer, faced a major medical emergency.Qwynn found herself thrust into a new role - that of a caregiver. Despite her extensive experience and expertise, Qwynn struggled to reconcile her professional identity with the deeply personal and emotional experience of caring for her own loved one. Her vulnerability and honesty in sharing this journey are both inspiring and heartbreaking as she navigates the challenges of maintaining her own well-being while supporting her husband through his recovery. Qwynn's story serves as a poignant reminder that even the most seasoned caregivers can find themselves in need of support and community.Throughout our conversation, Qwynn's resilience, compassion, and unwavering commitment to her family and her mission shine through. Her willingness to open up about the isolation and loneliness of caregiving, the importance of self-care, and accepting help from others offers a powerful message. Qwynn's journey is a testament to the strength and resilience of military and veteran caregivers, and her story will resonate with and inspire others who find themselves in similar circumstances.About Qwynn:Dr. Qwynn Galloway-Salazar, known as Doc Q, is the Founder and CEO of In Their Honor. An Army Veteran and spouse to a Combat Veteran, she has devoted over two decades to enhancing the quality of life for military and Veteran communities. As an End-of-Life Doula Educator and Storyteller, Qwynn launched In Their Honor to collaborate with various stakeholders, ensuring Veterans and their families receive the care and support they need through the end of life. Her previous role as Co-Director of SAMHSA's Service Members, Veterans, and Their Families Technical Assistance Center underscores her deep commitment to this cause.Qwynn's influence extends across numerous initiatives focused on women Veterans, LGBTQIA+ Veterans, and end-of-life support. Notable roles include Lead Advisor for PsychArmor's “Caring for Veterans Through the End-of-Life Collection” and her ongoing contributions as a Creative Advisor. She is also involved with the National Hospice and Palliative Care Organization's End-of-Life Doula Council and the Compassionate Communities Think Tank. Her research and advocacy have earned her recognition as one of USA Today's 2024 Women of the Year and the inaugural Woman Veteran of the Year by Georgia's Department of Veterans Services, highlighting her leadership and dedication to making a significant impact.Support the showConfessions of a Reluctant Caregiver Sisterhood of Care, LLC Website: www.confessionsofareluctantcaregiver.com Like us on Facebook! Tweet with us on Twitter! Follow us on Instagram! Watch us on Youtube! Pin us on Pinterest! Link us on LinkedIn!Tune in on Whole Care Network

Bryan Moylan is a financial advisor at Traverse Private Wealth Group based out of Philadelphia, PA. He joins the show today to share his journey in the financial planning profession, beginning his career at a large asset management firm after college, then changing course multiple times before ultimately starting his own firm. If you're interested in navigating career transitions in financial planning, this episode is for you! Listen in as Bryan shares why he pursued the CFP certification, as well as what led him to join a small startup. He also explains why the startup wasn't the right long-term fit and how transitioning to a small RIA allowed him to work his way up to Lead Advisor before eventually starting his own firm. You'll hear the challenges and successes he encountered along the way, valuable tips for new planners, and more. You can find show notes and more information by clicking here: https://bit.ly/3A3w69i

The quote is from Mordecai Evans who is the Lead Advisor for Business Acquisition Advisors, LLC located in Augusta, Georgia. Mordecai went to work for a pharmaceutical company after graduating from Clemson. His passion for entrepreneurship and sales led him to becoming a broker with a business brokerage firm. Recently, Mordecai formed his own merger and acquisition firm, Business Acquisition Advisors. Rick asked Mordecai to do a Zoom interview about his experiences with the small to medium size business market. What follows is a summary of that conversation. Rick began by asking about what the broker's response should be to a business owner asking about what is necessary to sell a business. Mordecai answered that after looking at the financial statements and the marketplace, he takes the buyer's perspective and conducts a “pre-due-diligence investigation.” Also, he conducts a conversation with the seller about price expectations. For the highest price possible there may be some things that need to be changed, which might take one to two years. There is always the option to take the business to market without a price to better understand what the market price might be. Rick observed that the diligence investigation Mordecai conducts is similar to what he recommends for the business owner with the strategy of Prior Diligence explained at his substack (rickriebesell.substack.com). Often, the reason owners fail with the strategy is that they fail to prioritize important tasks of planning and taking action while paying attention only to urgent tasks. Mordecai mentioned that he had a friend who said: “The only reason to start a business is to sell a business.” The point being that a business owner should run the business like a business not a job. “Nobody wants to buy a job.” Business owners are often well advised to counsel with a business broker, understand the market for their business, and make the changes over time to obtain the highest price for their business. Rick responded that where the owners of a business have received advice from a broker that to get the highest price there were some things to work on, that work might take as much as three years. The issue arises of an owner who might not make it to the end of three years for health or other reasons. In this case, the owners should have an owner agreement among them to provide a value, among other things, to a withdrawing owner. Mordecai provided some examples of where business sales were adversely affected by the absence of an owner agreement. Mordecai cited a recent video he had done on identifying a business broker early in the sales process to obtain advice about what buyers are looking for. Rick asked about the relationships of the professionals, such as lawyers, accountants, and appraisers, with business brokers. Mordecai pointed out that business brokers, like consultants, can talk directly to all the parties unlike the professionals who have client relationships involving advocacy and confidentiality constraints. Rick and Mordecai discussed the difference between selling to an insider, such as an employee or other owner, and selling to a outside buyer without prior experience in the business. An insider will not pay as high a price as an outside buyer, because the insider already possesses the “good will” knowledge that an outside buyer will pay for. Notwithstanding an appraised value for a minority interest, that type of valuation is not available in the marketplace because there is no market demand for a minority business interest. For those looking for a business broker relationship, Mordecai's contact information is as follows: Mordecai L. Evans, Lead Advisors Business Acquisition Advisors, LLC mevans@baallc.biz Office: 706-828-1483 Mobile: 706-631-2466 The video and podcast of the complete conversation is available on https://businessconcern.net.          

Whitney Magendie, Lead Advisor of the Public Health Infrastructure Grant at the Public Health Accreditation Board, tells us about PHAB's involvement in the newly announced National Implementation Centers; Ann Abraham, Senior Analyst of Chronic Disease Risk Factors at ASTHO, explains the tobacco retailer licensing policy trends; Dr. Umair Shah, Secretary of Health for the Washington State Department of Health, recently spoke with Dr. Vivek Murthy, the United States Surgeon General, about loneliness in the United States; ASTHO has a new blog article on the integration of health equity into state and local data-sharing practices; and an ASTHO brief dives into the Grants Management Office Structure Optimization Toolkit. ASTHO News Release: Public Health Infrastructure Partners Launch National Implementation Center Program to Support Data Modernization  PHIG Partners Webpage: Data Modernization Implementation Center Program ASTHO Blog Article: Enhancing Tobacco Control through Retailer Licensing Policies Public Health Connects - RX For a Lonely Nation YouTube Video ASTHO Blog Article: Integrating Health Equity into State and Local Data Sharing Practices ASTHO Brief: Strengthening Grant Management Functions in Puerto Rico  

7Michael Connaughton – Lead Advisor Hosts Brad Wright and Kathleen Kenealy are joined by Michael Connaughton. Mike is co- founder of Lead Advisor, a wealth management collective that specializes in building firms, practices and careers. They provide creative perspective, time leverage and industry insights for growth focused businesses and professionals. With a niche in talent acquisition and development, Lead Advisor partners with firms and practices to help solve for service, scalability and succession planning. They also empower professionals in the field through career strategy coaching, leadership development and study groups.  Michael is a CFP who went to Providence College, lives in the Boston area, and yet somehow finds himself a Milwaukee Bucks fan?! Find out why… They discuss: -What goes into a talent search and whether candidates are difficult to find - What candidates are searching for in a new firm -Coaching both firms and candidates -Lead Advisor's app for vetted candidates Learn more about Michael and Lead Advisors: https://www.lead-advisor.com/ Newsletter:  https://mailchi.mp/1f81a3c34ca4/lead-advisors-talent-market-insights-for-september-17380127 Web based app for several core employee roles for hiring firms:  https://app.careers.lead-advisor.com/login/start      

Your clients can be your biggest cheerleaders. Giving them a special event experience to remember, brag about, and bring a friend to, is a great way to strengthen your existing relationships and secure more referrals. Join guest host Matt Seitz, Chief Marketing Officer at C2P, as he talks with Grace Nicholson, Lead Advisor and Owner of Akamai Advisors, and Nikki Glynn, Marketing Director at JL Smith, about the power of hosting client events. They discuss creative strategies for hosting unique and engaging events that enhance client relationships and generate referrals. Grace shares her success with women-focused retreats, while Nikki highlights innovative event ideas such as cooking classes and sailing excursions. Tune in to learn how to plan impactful events that resonate with your clients and prospects.

There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs of your firm. In this Coffee Break with C2P, host Jason L Smith discusses the challenges of managing small accounts as your firm grows and the benefits of setting account minimums. Joined by Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor, President, and CFO at JL Smith Holistic Wealth Management, and Greg Hammer, CEO and President of Hammer Financial Group, they explore the financial strain of servicing small accounts and how strategic client reallocation can enhance your firm's efficiency, maintain service quality while managing costs, and ensure a sustainable work environment. Additionally, they provide practical solutions for communicating with and offboarding smaller accounts.

If you're tired of the same old business strategies (that don't even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo.  Not sure how? You're in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success. Listen in as they discuss:  ●      The danger of not using EOS ●      How over tracking marketing analytics can be harmful●      How specializing supercharged their success●      A fresh client acquisition playbook that skips the usual pestering for referrals strategy  Ready to break the mold so you can take your boutique to new heights? This episode has all the insights you need to make it happen.  About Matthew Blocki: Matthew Blocki is the founder and CEO of Equilibrium Wealth Advisors, an SEC-Registered Investment Advisory Firm. He has a Bachelor of Science in Business Administration with concentrations in Finance and Accounting. He also holds several designations as a financial advisor: CFP® ChFC® and RICP®.  Before founding EWA as an independent RIA, Matthew started off his financial advisor career with a fortune 100 company, where in his 2nd year he achieved several qualifications that put him in the segment of the top 1% of financial advisors in the USA (based on quality and production metrics). He has maintained this every year since He is a Pittsburgh native, and enjoys spending time and traveling with his daughter, Aurora (who is almost 5), and his girlfriend (Beth). They also have 2 golden retrievers (Sammie and Chloe) and a Frenchie (named Tito). About Jamison Smith:  Jamison has dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. He began in the financial planning industry as a college intern a large broker dealer, where he met Matt, and later joined EWA shortly after the RIA was launched in 2020. Jamison is now a Lead Advisor and Partner at EWA, where he spends much of his time working with some of the firm's top clients. After spending 2 years inside of a fortune 100 broker-dealer crafted his belief that there was a lack of training and awareness of sound financial planning and advice in the industry where much of the training offered is product centric. That's why In 2022, Matt and Jamison founded Wealth Advisor Training, LLC. Outside of business, Jamison resides in Pittsburgh where he spends much of his free time with his dog Chance, on the golf course, or traveling to new places.

In today's episode of the Wealthy Advisor Mindset podcast, Nina is joined by Steve Taylor, an attorney and certified financial planner as well as the founder and Lead Advisor with Merited Wealth, an investment management and financial planning firm based out of Miami, Florida. Steve shares insights on his career journey and the importance of mindset in financial success. He began as a law practitioner but found his passion in financial planning, overcoming initial struggles and learning from experiences. He believes in holding a strong core belief in one's ability to succeed, drawing inspiration from seeing others' successes and trusting one's gut instincts.Nina and Steve discuss the challenges financial advisors face, particularly in sales and marketing. Steve advises focusing on selling through education and forming genuine connections rather than aggressive sales tactics. He also touches on dealing with rejection, emphasizing that a "no" often means "not now," as well as the importance of resilience in an entrepreneurial journey. They also explore the value of networking. Steve suggests making genuine connections in networking situations and avoiding interactions that feel forced or superficial. Additionally, he talks about the transparency of fees in financial advising, advocating for clear communication of the value provided to clients.Steve also shares his approach to handling setbacks and the importance of resilience. He advises focusing on learning from setbacks rather than dwelling on them. Nina and Steve discuss the importance of having a supportive personal environment, especially when embarking on entrepreneurial endeavors.Enjoy!What You'll Learn in This Episode:The role of self-belief in achieving success, especially in the context of financial advising and entrepreneurship.How financial advisors can approach sales and marketing by focusing on education and genuine relationships rather than aggressive selling.Tips on making authentic connections in networking situations and advice on how to navigate networking events comfortably, even for introverts.How to deal with setbacks and failures in business, the importance of learning from these experiences, and moving forward.Advice on ensuring a supportive personal environment, particularly the role of family and close relationships in supporting entrepreneurial endeavors.And much more...Resources:Nina CookeSteve's LinkedInMerited WealthAre you ready for the breakthrough? Let's get started!https://chatwithnina.org/Get my book for FREE:http://ninabook.org/

If you're interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and where to host them. You'll also hear key insights from Matt Seitz, Chief Marketing Officer at C2P, on marketing best practices and how much to spend. Discover the keys to driving attendance and how to make these events a regular, profitable part of your business.ResourcesTrue Productions Digital Agency Eight Digit Media American Financial Education Alliance (AFEA)

When financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, investment, insurance, and especially their taxes into one overall plan, you can provide remarkable value to your clients and your firm. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, with special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management, and Scott Kaup, CFP®, of Kaup's Financial Advisors, as they share personal anecdotes on how integrating tax strategies they learned from The Tax Management Journey ® have impacted their advisory services. Tune in to learn how a holistic financial planning approach that includes tax management has on your business growth and overall advisory skills.ResourcesThe Tax Management Journey training®

Host: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA   Episode Overview: In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith,  discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers … Continue reading Episode 6: Year-End Tax Strategies and Investment Insights →

The Investing Circle - Personal Finance that makes Cents #TheInvestingCircle #passiveincome #henry This is the interview with the Founder and Lead Advisor at Hoskin Capital, Nate Hoskin. Nate is a new breed of Advisor helping all types of clients, but specifically the H.E.N.R.Y's. Never heard of that? Read on because you might be one. We talk about the beginning to his investing journey, how he shares his passions of personal finance, and his HOT TAKE on personal finance. You can connect with Nate at... TikTok: https://www.tiktok.com/@natehoskinHoskin Capital site: https://www.hoskincapital.comInstagram: https://www.instagram.com/hoskincapital/ LinkedIn: https://www.linkedin.com/in/nghoskin To listen watch check it out here -https://youtu.be/A0hrS4iqc90 To read it check it out here - https://theinvestingcircle.com/the-new-breed-of-advisor-empowering-h-e-n-r-ys-with-nate-hoskin/ Get Connected: Site - theinvestingcircle.com Instagram - https://www.instagram.com/theinvestingcircle/ FB - https://www.facebook.com/TheInvestingCircle LinkedIn - https://www.linkedin.com/company/the-investing-circle/ ___________________ *As an Amazon Associate I earn from qualifying purchases* ⚠️ Copyright Disclaimers • We use images and content in accordance with the YouTube Fair Use copyright guidelines • Section 107 of the U.S. Copyright Act states: “Notwithstanding the provisions of sections 106 and 106A, the fair use of a copyrighted work, including such use by reproduction in copies or phone records or by any other means specified by that section, for purposes such as criticism, comment, news reporting, teaching (including multiple copies for classroom use), scholarship, or research, is not an infringement of copyright.” • This video could contain certain copyrighted video clips, pictures, or photographs that were not specifically authorized to be used by the copyright holder(s), but which we believe in good faith are protected by federal law and the fair use doctrine for one or more of the reasons noted above. ⚠️ None of this is meant to be construed as investment advice. I am not a financial advisor. You should not treat any opinion expressed on this YouTube channel as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of opinion. Opinions expressed are based upon information considered reliable, but this YouTube channel does not warrant its completeness or accuracy, and it should not be relied upon as such. This YouTube channel is not under any obligation to update or correct any information provided in these videos or their descriptions. Statements and opinions are subject to change without notice. Past performance is not indicative of future results. This YouTube channel does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this YouTube channel. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested or lose more than their original investment. Investments or strategies mentioned on this YouTube channel may not be suitable for you. This material does not consider your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this YouTube channel. Before acting on information on this YouTube channel, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor.

In 10 years, the medicine supply chain in Africa will look very different than it does today. In Part 2 of this podcast, we examine four key trends which are going to re-shape the medicine supply chain in Africa over the next decade - and shout out to a few of the entrepreneurs that are leading the charge. From regulatory changes spearheaded by the African Union to biomedical innovation requiring new pathways to patient, the medicine market is both growing and changing in Africa. Our lineup includes:* Mila Nepomnyashchiy, Lead Advisor, Center for Innovation and Impact, USAID* Sidharth Rupani, Senior Advisor for Supply Chain, The Global Fund* Yusuf Rasool, Director of Global Market Access at MSD/Merck* Clinton De Souza, former Director of Public Health for Imperial Logistics (now DP World), Managing Partner at Celsian Consulting* Dr. Prashant Yadav, one of the world's leading scholars on healthcare supply chains. Dr Yadav is a Senior Fellow at the Center for Global Development, Affiliate Professor at INSEAD and Lecturer at Harvard Medical SchoolListen now wherever you get your podcasts (Apple Podcasts, Spotify, Overcast, etc.).In case you missed it, don't forget to check out Part 1 of this episode, where we trace the movement of a pack of medicines from a factory in India to the shelves of a mom-and-pop pharmacy in Zambia. Connect with Africa Health Ventures

In episode 196 America Adapts, we partnered with the Climate Science Alliance to cover their Climate Science Summit at the San Diego Natural History Museum.   Experts, speakers and participants from the Summit are highlighted in this episode. We kick things off with Dr. Amber Paris of the Alliance setting the stage for the Alliance's approach to transformational adaptation, emphasizing community-centered approaches, resilience, and relationship building. Multiple tribal voices share the importance of indigenous approaches to climate adaptation. The summit was a rousing event with many diverse voices sharing their perspectives on transformational adaptation. You'll also hear how art and culture play a critical role in how society is going to adapt to the impacts of climate change. Looking ahead, the Alliance aspires to build on their momentum, encouraging others to adopt their transformational adaptation model and fostering partnerships. The episode highlights the power of collective action and offers insights for organizations on a similar adaptation journey. This episode was generously sponsored by the Climate Science Alliance Experts in this Episode: Dr. Amber Pairis - Founder and Lead Advisor of the Climate Science Alliance  Paula Ezcurra - Operations and Grants Manager, Climate Science Alliance  Martha Rodriguez - Sycuan Cultural Dept. Director, Instructor Nikki Cooley - Co-manager for the Institute for Tribal Environmental Professionals' Tribal Climate Change Program Lauran Engeman - Coastal Climate Resilience Specialist at California Sea Grant Amy Larson – Grants Program Director at the California Wildlife Foundation Angela Mooney D'Arcy - founder and Executive Director of the Sacred Places Institute for Indigenous Peoples Richelle Ellis - Artist, Curator, Analog Astronaut connecting Art + Science Dr. Megan Jennings - Conservation ecologist and Co-Director of San Diego State's Institute for Ecological Monitoring and Management Althea Walker - Co-Director and Community Resilience Lead for the Climate Science Alliance Check out the America Adapts Media Kit here! Subscribe to the America Adapts newsletter here. Donate to America Adapts Listen to America Adapts on your favorite app here! Facebook, Linkedin and Twitter: https://www.facebook.com/americaadapts/ @usaadaptshttps://www.linkedin.com/in/doug-parsons-america-adapts/ https://www.instagram.com/america_adapts/?hl=en Resources and Links in this episode: https://www.climatesciencealliance.org/2023-climate-summit Summit summary and photo gallery with you, both of which can be found on our webpage: www.climatesciencealliance.org/2023-climate-summit https://www.climatesciencealliance.org/building-resilience Stay up to date on projects, trainings, and more from the Climate Science Alliance and their partners. Subscribe to our newsletter Follow up on Facebook, Instagram, LinkedIn, and YouTube Letter of Relationality The third annual Innovations in Climate Resilience Conference (ICR24) takes place on April 22-24, 2024, in Washington, DC. This toolkit is meant to help share messaging and information with your audiences.  ICR24 Websitehttps://www.battelle.org/conferences/conference-on-innovations-in-climate-resilience IMPORTANT KEY DATES ·         Abstract Submission Deadline – December 11, 2023 – Submission link Early Bird Registration Opens – November 1, 2023 – Registration link Early Bird Registration Deadline - February 16, 2024 Standard Registration Closes - April 15, 2024 Donate to America Adapts Follow on Apple Podcasts Follow on Android Hey Adapters, I'm excited to announce a new partnership with Atmos. America Adapts has been selected as one of the non-profits that gets direct donations when you start banking with Atmos, the world's most climate-focused bank account. From solar loans, cash-back checking to high yield savings accounts, Atmos is 'banking with a purpose.' When you open a bank account you can increase your monthly savings rate when you regularly support their select list of non profits working for a sustainable future. Yes, there are other options besides America Adapts...like Amazon Watch, 1% for the Planet, Grist, Project Drawdown and many more. Please watch the short video below to get a specific explanation of what Atmos offers. America Adapts gets individual donors because we're a 501(c)3, but Atmos might be a better fit, as you get banking services with your donations.. Doug Parsons and Speaking Opportunities: If you are interested in having Doug speak at corporate and conference events, sharing his unique, expert perspective on adaptation in an entertaining and informative way, more information can be found here! Now on Spotify! List of Previous Guests on America Adapts Follow/listen to podcast on Apple Podcasts. Donate to America Adapts, we are now a tax deductible charitable organization! Federal Reserve Bank of San Francisco Strategies to Address Climate Change Risk in Low- and Moderate-income Communities - Volume 14, Issue 1 https://www.frbsf.org/community-development/publications/community-development-investment-review/2019/october/strategies-to-address-climate-change-low-moderate-income-communities/ Podcasts in the Classroom – Discussion guides now available for the latest episode of America Adapts. These guides can be used by educators at all levels. Check them out here! The 10 Best Sustainability Podcasts for Environmental Business Leadershttps://us.anteagroup.com/news-events/blog/10-best-sustainability-podcasts-environmental-business-leaders The best climate change podcasts on The Climate Advisorhttp://theclimateadvisor.com/the-best-climate-change-podcasts/ 7 podcasts to learn more about climate change and how to fight ithttps://kinder.world/articles/you/7-podcasts-to-learn-more-about-climate-change-and-how-to-fight-it-19813 Directions on how to listen to America Adapts on Amazon Alexahttps://youtu.be/949R8CRpUYU America Adapts also has its own app for your listening pleasure!  Just visit the App store on Apple or Google Play on Android and search “America Adapts.” Join the climate change adaptation movement by supporting America Adapts!  Please consider supporting this podcast by donating through America Adapts fiscal sponsor, the Social Good Fund. All donations are now tax deductible! For more information on this podcast, visit the website at http://www.americaadapts.org and don't forget to subscribe to this podcast on Apple Podcasts.   Podcast Music produce by Richard Haitz Productions Write a review on Apple Podcasts ! America Adapts on Facebook!   Join the America Adapts Facebook Community Group. Check us out, we're also on YouTube! Executive Producer Dr. Jesse Keenan Subscribe to America Adapts on Apple Podcasts Doug can be contacted at americaadapts @ g mail . com

What does it take to move a pack of medicines from a factory in India to the shelves of a mom-and-pop pharmacy in Zambia? In this episode, we explore the world of the medicine supply chain in Africa, as told by the people who run it. Along the way, we unpack the market dynamics which limit access to low-cost, essential medicines.Our lineup includes:* Yusuf Rasool, Director of Global Market Access at MSD/Merck* Clinton De Souza, former Director of Public Health for Imperial Logistics (now DP World), Managing Partner at Celsian Consulting* Michael Moreland, CEO and Founder, Field Intelligence* Sidharth Rupani, Senior Advisor for Supply Chain, The Global Fund* Mila Nepomnyashchiy, Lead Advisor, Center for Innovation and Impact, USAID* Dr. Prashant Yadav, Senior Fellow at the Center for Global Development, Affiliate Professor at INSEAD and Lecturer at Harvard Medical SchoolListen now wherever you get your podcasts (Apple Podcasts, Spotify, Overcast, etc.).Stay tuned for Part 2, when we look at the future trends which are going to dramatically change this supply chain and highlight a few of the new ventures which are leading the way.Connect with Africa Health Ventures

How do you usually great veterans? Do you nod and thank them for their service? In this episode, Dr. Qwynn Galloway Salazar, an Army veteran and military spouse, joins me for a second time to revisit her work with veteran and military communities. Her role as an end-of-life doula, educator, and facilitator uncovers unique perspectives on addressing trauma, suicide prevention, and end-of-life care.We discuss the sensitive, yet crucial topic of death, bridging the divide between the veteran and civilian communities.  Dr. Quinn's work as an end-of-life doula is inspiring, and the ripple effect of her commitment to supporting veterans and their families through this profound journey is truly moving.  We wrap up by shedding light on the creative side of advocacy. We reflect on the potential of creativity in addressing tough topics and inspiring change. We invite you to explore how we can collectively confront social, economic, and political challenges. Links mentioned in this episode:Link to Episode 10, my first conversation with QwynnConnect with Qywnn In Their Honor Caring for Veterans Through the End of Life, PsychArmor and In Their HonorDr. Gallow-Salazar's Bio:Dr. Qwynn Galloway-Salazar is the Founder of In Their Honor. As an Army Veteran, Spouse to a Combat Veterans, End-of-Life Doula, and Educator, she has devoted over two decades to enhancing the quality of life for military and Veteran communities. Driven by her deep commitment, Qwynn has delved into crucial topics such as trauma, behavioral health, end-of-life care, and suicide prevention, gaining profound insights into the enduring impact of military experiences on Veterans and their loved ones.As a Compassionate and Creative Innovator, Qwynn passionately unites diverse communities, states, academic institutions, and end-of-life organizations under a joint mission: to ensure that Veterans and their loved ones receive unparalleled care and support throughout life's final journey. She served as the Lead Advisor for the groundbreaking launch of the "Caring for Veterans Through the End-of-Life Collection" by PsychArmor Institute. This 3-part collection, infused with profound wisdom and empathy, stands at the forefront of end-of-life education for Compassionate Communities, Caregivers/Loved Ones, and Healthcare Providers alike, offering invaluable guidance and support.Like what you heard? Please like and share wherever you get your podcasts! Connect with Ann: Community Evaluation Solutions How Ann can help: · Support the evaluation capacity of your coalition or community-based organization. · Help you create a strategic plan that doesn't stress you and your group out, doesn't take all year to design, and is actionable. · Engage your group in equitable discussions about difficult conversations. · Facilitate a workshop to plan for action and get your group moving. · Create a workshop that energizes and excites your group for action. · Speak at your conference or event. Have a question or want to know more? Book a call with Ann .Be sure and check out our updated resource page! Let us know what was helpful. Community Possibilities is Produced by Zach Price Music by Zach Price: Zachpricet@gmail.com

Susan Guthrie welcomes Top Financial Professional Nicole Romito as she shares some of the big issues to look for in a complex property divorce case. This episode can save you big bucks!  We've discussed many financial issues that arise during divorce - including whether or not to keep the house, how to find hidden assets and more. In this episode, Nicole Romito will help us dive into the more difficult issues about asset division in divorce. There is no do-over when it comes to the division of assets. You are making life-altering decisions that will impact you for the rest of your life. Knowledge is power when it comes to these complex financial issues, and even more powerful is having a financial professional who knows what they're doing.  Nicole Romito, CFP, CDFA, is a Partner and Lead Advisor with Private Vista. While she has clients who are in all different cycles of life, she gets an extra boost collaborating with women who are going through a transition and are making life-altering financial decisions. This could be due to divorce, becoming a widow, selling their business, or being able to retire from their corporate executive career. Topics and Golden Nuggets include: Why it is so important to have a financial planner on your divorce team The most common complex investment pitfalls “It's a lot easier to come to agreements when it's a win-win agreement.” Retirement, pensions, 401ks, and IRAs asset division  What you should be aware of about executive compensation **************************************** About this week's special guest: Nicole Romito Nicole Romito, CFP, CDFA, is a Partner and Lead Advisor with Private Vista. While she has clients who are in all different cycles of life, she gets an extra boost collaborating with women who are going through a transition and are making life-altering financial decisions. This could be due to divorce, becoming a widow, selling their business, or being able to retire from their corporate executive career. What excites Nicole about what she gets to do each day? Helping women make smart and thoughtful decisions as they navigate an emotionally stressful time. Clients see her as a teacher, advocate, and partner. Having gone through a divorce herself and leaving a 10-year career with a bank to start my own financial planning practice, Nicole understands the stress of being 100% responsible for your financial security. That is why she invests extra time with her clients and their other professionals such as their attorney and CPA to create a plan which takes them from a place of fear and uncertainty to one of clarity and confidence.  Whether it is a proposed divorce settlement, settling an estate or navigating deferred compensation plans and exercising employer stock plans on your way to retirement; her clients are relieved, that together, we create a forward-looking financial plan so they can see what the future may mean for them and their family. Since I walked by their side and never judged, during a very emotional time during which is it common to become flooded and unable to make decisions, they look to me as their ongoing partner to successfully manage their wealth. Connect with Nicole: https://myprivatevista.com/index.html Nicole on LinkedIn: https://www.linkedin.com/in/nicole-romito-cfp-cdfa-993b07/ Nicole on Instagram: http://instagram.com/nicole.romito ***************************************** THANK YOU TO OUR SPONSORS:   SOBERLINK Thriving in divorce and beyond means not having to worry about the safety of your children when it comes to co-parenting. With alcohol abuse on the rise, many co-parents are turning to the system committed to providing proof, protection, and peace of mind. Soberlink's alcohol monitoring system is the most convenient, reliable, and reasonable way for a parent to provide evidence that they are not drinking during parenting time. Soberlink's real-time alerts, facial recognition, and tamper detection ensure the integrity of each test, so you can be confident your kids are with a sober parent. With Soberlink, judges rest assured that your child is safe, attorneys get court-admissible evidence of sobriety, and both parents have empowerment and peace of mind.  Pull back the curtain on the mysteries of parenting time and trust The Experts in Remote Alcohol Monitoring Technology™ to keep you informed and your kids safe and secure. To download the addiction and children resource page that I developed with Soberlink, visit www.Soberlink.com/Susan  ________________________ AMAZON PRIME VIDEO TRIAL After a long day at work helping people to navigate divorce, I like to unwind with a little binge-watching, and currently, Amazon's Prime Video is my channel of choice.   If you want to try out Prime Video for free, I've got a 30-day trial for you!  Just go to https://divorcebeyond.com/Prime-Video for your free trial.    ********************************************************************* SPONSORSHIP OPPORTUNITIES ARE AVAILABLE!  https://divorcebeyond.com/Sponsorship-Info ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is the Vice Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here:  https://neon.page/susanguthrie Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 25,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold-standard, fully online training for mediation and collaborative professionals at all stages of their careers.   Follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan on LinkedIn: https://www.linkedin.com/in/susaneguthrie/ Susan on Instagram @susanguthrieesq ********************************************************************* We'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ********************************************************************* DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

This week, I'm joined by Ann Petronio, Founder and Lead Advisor at Shared Adventures Travel. Together we first discuss the latest trending news in the travel industry, including the REAL ID situation, travel prices, and more.  Later, Petronio shares insights into what she sees at the top trends in European travel scene today. Italy is booming, prices are high, crowds are big, the heat is intense, and so on. Petronio also provides some underrated European destinations travelers should put on their radar, as well as offering some tips and advice for travel advisors to enhance their Europe bookings.  The discussion on Europe travel begins after the 14-minute mark.  Have any feedback or questions? Want to sponsor the show? Contact us at Podcast@TravelPulse.com and follow us on social media @TravelPulse. See omnystudio.com/listener for privacy information.

The inflation wave that crested at a 40-year high last year and remains elevated has eroded US households' sense of financial security, the Federal Reserve reported.  In an annual survey showing the corrosive effects of inflation on Americans' economic confidence, many complained they had reduced their savings to make ends meet, felt less secure about retirement, and had delayed purchases or swapped into cheaper products as they shopped.  The Fed said the percentage of respondents who said they were doing “at least OK financially” in 2022 tumbled by 5 percentage points — the most since the survey was launched a decade ago — to 73%.  It had stood at a record high the year before.  The share of those saying they were worse off shot up 15 points to 35%, the highest level by far since the Fed first started asking that question in 2014. Chartered Retirement Planning Counselor // VP of Investment Strategy & Lead Advisor at Paradiem, a firm that helps Clients Bridge The Gap Between Family & Finance KRISTINA SCHULER joins Hal and Ernie to discuss.See omnystudio.com/listener for privacy information.

Chartered Retirement Planning Counselor // VP of Investment Strategy & Lead Advisor at Paradiem, a firm that helps Clients Bridge The Gap Between Family & Finance Kristina Schuler joins JT to explain more.

While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors.  For full show notes, see kitces.com and thesocietyofadvice.com.

Danqin Fang is a Lead Advisor for Austin Asset, an independent RIA based out of Austin, Texas, that oversees more than $1.3 billion in assets under management for nearly 400 client households. Danqin stands out for her intentional career path in the financial services industry that involved her leaving China, learning a new language and culture in the U.S., getting a Master's in Financial Planning, and creating opportunities for herself through industry associations and networking. In this episode, she shares her journey to Lead Advisor, from connecting with the description of a CFP professional after a Google search to leaving China and immigrating to the U.S. to pursue her CFP marks and having the opportunity to follow a clear career path in finance. You'll hear about how she navigated the complexities of relocating to another country and leveraged cultural differences to better connect with clients, how she used networking opportunities to get connected with the right people in the industry (and ultimately find better jobs), and why it's important for newer and younger advisors to get clear on their vision of the future so they can work backward to figure out the next best step forward. For show notes and more visit: https://www.kitces.com/321

Part of our Theologies of Transformation and Actions for Justice SeriesDuring this session, we had the privilege of welcoming Dr. Clark Gilpin to give a reflection on our tenth Interfaith Action principle. Clark is Interfaith Action's Lead Advisor for Faith Framing, and the Margaret E. Burton Professor, emeritus, at the University of Chicago Divinity School, where he served as dean from 1990 to 2000. He lives in Stevensville and attends the Berrien Unitarian Universalist Fellowship, where he and his wife Nancy co-chair the Social Justice Committee. Clark studies the history of modern Christianity, especially in relation to literature, and he recently published Religion Around Emily Dickinson (Penn State University Press). The tenth principle states: 'Our faith traditions uphold the common good as grounded in solidarity with the poor and the vulnerable. Alleviation of poverty, homelessness and hunger are essential causes for people of faith. This commitment requires us to promote basic standards of living and to confront excesses of capitalism and growing wealth divides.' You can find our Interfaith Principles on our website: https://swmichinterfaith.org/whoweare Music Attribution: "Night Owl" from the Directionless EP by Broke For Free, licensed under a Creative Commons Attribution License. Available at http://freemusicarchive.org/music/Bro....

Richard Perez is the Lead Advisor for the Sales and Go-To-Market Practice for the Operational Excellence Practice. Prior to joining Apax, he was an independent consultant advising organizations across different industry segments, small and large, focusing on growth strategy and revenue operations. Richard has spent most of his 25-year career in high-growth environments, including several years at the Corporate Executive Board (now Gartner) and the Business Talent Group.During this episode of the Growth Enablement Madness podcast, the BrainSell team sit down with Perez to discuss what private equity firms truly look for when researching companies to bring into their portfolio. The group also discuss Perez's introduction to the business and what he's learned since joining the industry.Other topics discussed include:  What Private Equity Firms look for when investing in a company.  How to develop sustainability when fueling growth at your company.  How People, Process, and Technology impact the way businesses grow and scale.  Related Links  See what Apax Partners does for the industry.  Learn more about BrainSell's blueprinting methodology here!  Check out these YouTube videos detailing BrainSell's consulting work.  Follow BrainSell on Twitter and LinkedIn!  

Tanner and Jeff talk with Jerad Minnick, Founder and Lead Advisor of Natural Grass Advisory Group. There are more than a dozen ways to reduce compaction's effects. In this episode, we discuss several different pieces of equipments that can be used under different scenarios. Jerad is a longtime natural grass advocate who brings years of turf management to the show. Jeff Fowler, Penn State Extension (host) Tanner Delvalle, Penn State Extension (host)Jerad Minnick, Principal, Natural Grass Advisory Group Lead photo: Jeffrey Fowler, Penn StateSend us an email! We would love to hear your thoughts, suggestions, and questions! freshcutgrass@psu.eduMeet some of the characters Tanner and Jeff work with and join the Penn State Green Industry Team for their 2023 winter meeting season. We have in-person events and webinars!Green Industry Conference, 1/4/2023Turf and Ornamentals Conferences and Webinars, Various dates & locations, 1/10/2023 to 3/22/2023Estimating and Bidding for Landscape InstallationBucks County, PA: 1/19 and 1/20/2023 and Allegheny County, PA: 2/8 and 2/9/2023Golf, Lawn, Landscape, and Sports Turf Conferences: Held by the PA Turf Council • Northeastern PA Golf, Lawn, Landscape and Sports Turf Conference, 1/26/2023 • Eastern PA Golf, Lawn, Landscape and Sports Turf Conference, 2/2/2023• Western PA Golf, Lawn, Landscape and...

How do we learn to make good financial choices? Join Founder and Lead Advisor of Optometry Wealth Advisors LLC Evon Mendrin, as he talks about the different mindsets and how it will impact your future financial success.    Get in touch with Evon Mendrin at https://optometrywealth.com  The Wealthy Barber is a financial plan book that will show you how to take control of your financial future!

Andrea Delucia is the founder and Lead Advisor at Life Future Wealth. She is a global success retirement expert. "You can make a living with what you get, but it is best to build a life with what you give. It is not just about the numbers and math, it's about caring and giving more. Using education to upgrade the way others feel, think and perform; especially around money. Let us help you create clarity and full understanding for today, tomorrow, and 50 years from now. Life can change quickly, what is sweet and solid one minute can become painful the next. Our aim as integral financial professionals is to create awareness about the importance of securing a retirement plan. Not just working with the portfolio, but working with the individual. Together, we learn where you want to be and with a balanced purpose-driven plan, we will help you achieve an extraordinary and exceptional life." Life Future Wealth specializes in helping individuals that are in retirement or within 10 years of retirement. https://lifefuturewealth.org/about-us/ https://thestarspodcast.com/

In the latest episode, we speak with Jack Purcell, Sales Generation Lead Advisor - MyParcel at GEODIS. GEODIS is a supply chain operator ranking among the top brands in its field in both Europe and the rest of the world. GEODIS manages customer supply chain by offering end-to-end solutions enabled by the company's expert staff, infrastructure, processes, and systems.In the episode, we discuss:The challenges and opportunities for subscription-based businessesHow GEODIS helps merchants understand legislation and regulationsHow merchants should handle chargesHow GEODIS deals with products held up in different countriesHow to stay updated with legislation and regulations of different countries How to choose the right merchants to work withHow GEODIS can help merchants solve complex problems… and so much more.If you have questions for Jack or want to connect with him, you can reach out directly by email at jack.purcell@geodis.com.Be sure to rate, download, and subscribe to the podcast, so you don't miss an episode, and we can keep creating helpful content on the subscriptions industry. Learn how a subscription-based supply chain operator works by tuning into the latest episode of Subscriptions: Scaled with Jack Purcell, Sales Generation Lead Advisor - MyParcel at GEODIS.GEODIS Ready to get started with Rebar?Head to rebartechnology.com or email info@rebartechnology.com to schedule a call today.

Thank you to our sponsors without them this series wouldn't be possibleTitle Sponsor: Women Veterans Alliance:Women Veterans Alliance is the premier national network focused on directly impacting the quality of life of women veterans. This year, Women Veteran Alliance is hosting a live Broadcast in person throughout the U.S. and online. It will be held on September 9 and 10, 2022. You can head over to www.Womenveteransalliance.org/women-veterans-edge to learn more about where in-person locations are and to register.Garrett Sorenson with Marcum Wealth: Garrett is a Lead Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, he is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Exit Planning Advisor. Garrett served nearly ten years on active duty in the U.S. Army, with one tour in Afghanistan during 2010, and he continues to serve in the Tennessee Army National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance” where he shares his knowledge to help the military community with their financial mission. Want a free financial plan email Garrett at garrett.sorenson@marcumwealth.com or head to  www.marcumwealth.com going to contact, and select start a plan. Be sure to mention the Women of the Military podcast!Want to learn more about joining the military?Check out my free guide to joining here.Pre-order your copy of A Girl's Guide to Military Service: Selecting Your Specialty, Preparing for Success, Thriving in Military Life here.Check out the full show notes here: Mentioned in this episode: Military Blended RetirementThrift Saving Plan (TSP) InvestingRoth IRA/Traditional IRAVA Home loanLegal Disclaimer: Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability. This discussion is intended to be general and educational in nature and is not tailored to any listener's individual circumstances or financial situation. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice. All investment strategies have the potential for profit or loss. This communication should not be construed as a recommendation or solicitation to take, or refrain from taking, any particular course of action. Due to various factors, including changing regulations and market conditions, the information discussed may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up-to-date as of the date of publication, Marcum Wealth does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. The subjects discussed herein are general in nature, provided for informational purposes only, and should not be construed as legal, tax, or investment advice. Listeners should consult with the professional(s) of his or her choosing regarding their specific legal, tax, or financial situation.Thank you to my Patreon Sponsor Col Level and above:Kevin BarbaGet your Women of the Military Podcast gear here.Thank you Patreon members for your support. Become a Patreon member today! Click here.  Thank you to all of the A Girl's Guide to Military Service Series sponsorsTitle Sponsor: Women Veteran Alliance Gold Sponsor: J Vollbrecht Consulting, Garrett Sorenson with Marcum WealthSilver Sponsor: Photography by Trish Alegre-SmithBronze Sponsor:  Nomades Collections, Served Like HER

Scott Eckart is the Owner and Lead Advisor at West Point Financial Group. His passion for connecting with people is what makes him such a natural at helping people design the life they aspire to live. His thorough process helps to provide a path for his clients to take their vision of the future and translate it into a blueprint that can be implemented in an organized and systematic fashion. “I love seeing people make progress toward their goals,” says Scott. Scott draws on years of experience as a business consultant to help people better articulate their goals and take the necessary steps to accomplish them. His practice focuses on the needs of closely held business owners and pre-retirees, helping those clients to proactively take control of their personal, legacy, tax and gift resources. In addition, Scott volunteers his knowledge of personal finance to provide financial literacy education to children and young adults. Having benefited from strong mentors and role models in his formative years, Scott works to pay their gift forward by acting as an advisor and instructor to others. Outside of work he is an avid reader and outdoor enthusiast. On many weekends Scott can be found tending to his garden. He and his wife, Elsa, reside in Zionsville, Indiana, and enjoy spending time with their children, granddaughter and grandson. In this fun and insightful episode, Scott talks about becoming an accidental entrepreneur, financial planning, leading by influence, getting your hands dirty, the reason behind the answer to what his super power would be, embracing change, accountability, the power of friendship, and a moment while going through a business divorce that he realized that life is a classroom.  Learn more about West Point Financial Group Connect with Scott on LinkedIn  Sponsors: Ninety.io Straticos Buy your copy of Level-UP To Professional: Second Edition  

In this episode, we interviewed a lead advisor who had just gotten off the trail at Philmont.  We are calling this a Philmont Hotwash to get the immediate impressions of a trek just off the trail.   We explore what worked, what didn't, and what he would change for another trip.  The lead advisor, Bryan King, organized a crew of 11 for a 12-day trek at Philmont Scout Ranch.  Mr. King is the immediate past Scoutmaster for Troop 85 in O'Fallon, IL.

Ari Parker, Lead Advisor from Chapter, discussing "Tips for Avoiding Medicare Scams." Joe and Dave share some follow up from several listeners, who write in about various scams they have encountered. Joe's story is on Facebook messenger and how more and more victims are being claimed to scams and cons through the popular social media app. Dave's story shares disturbing information regarding LinkedIn scams, explaining how North Koreans are stealing resumes off the job site in a new crypto job search scam. Our catch of the day comes from listener Jon who writes in about him receiving $10,500,000.00 and how he needs to claim this offer before the end of 2021. Sadly he missed the deadline and wanted to share. Links to stories: Facebook Messenger scam snags 10 million victims, more conned every day North Koreans Steal LinkedIn Resumes in Crypto Job Search Scam Have a Catch of the Day you'd like to share? Email it to us at hackinghumans@thecyberwire.com or hit us up on Twitter

7investing Lead Advisor, Luke Hallard, is joined on the podcast this week by Adam Mead, CEO and Chief Investment Officer for Mead Capital Management, and author of “The Complete Financial History of Berkshire Hathaway”, a chronological history of Berkshire Hathaway, from its inception as a Textile Conglomerate in the 1950s to its status today as one of the world's largest and most respected companies. The last eight months have been a pretty tough time for growth investors, and perhaps the best example of this is the performance of the Ark Invest fund, which is currently underperforming Berkshire Hathaway over pretty much every timeframe. In his conversation with Luke, Adam draws out five key lessons from the last seventy years of Berkshire's history that any growth investor can apply to improve their investment returns. In the discussion, Adam discusses why simple businesses can often make the best investments; the importance of focusing on the right variables, and tracking the business performance rather than the stock price. Luke and Adam also discuss the power of patience, and why a ‘fear of missing out' can be a wealth-destroying trap for any investor. Adam can be found on Twitter @BRK_Student, at his YouTube channel ‘The Oracles Classroom', or at his investment newsletter, ‘Watchlist Investing'. The Complete Financial History of Berkshire Hathaway can be purchased at Amazon. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

Pat Dossett sat down with neuroscientist and Madefor's Lead Advisor, Dr. Andrew Huberman to talk about mental health. Dr. Huberman talked about gauging your individual risk for mental illness, how mental health affects us all every day, and the eight critical habits for mental wellness: quality sleep, sunlight each day, movement, nutrition, hydration, social connection, deliberate decompression (NSDR or Physiological Sigh), and gratitude.The best news is the 8 habits are all free and easy to do, however, consistency is key. Dr. Huberman also talked about how to reset when you're feeling a little low, stressed, or anxious, and reaching that higher level of living with purpose, mattering, and coherence.For a summary recap, check our Madefor's blog here.

If you consume a lot of financial media or spend a lot of time on twitter there is no doubt you have heard my guest today, He often invests in companies long before most of us have heard of them with a focus on high growth tech, he is a long time Tesla bull and holds a PHD in Computer Science Today Dale sits down with Anirban Mahanti how is full time investor and the Lead Advisor at 7investing a US-based research company, Links and ways to contact us

For this episode of the Planet MicroCap Podcast, I spoke with Matthew Cochrane, Lead Advisor at 7Investing. I had been following Matthew a while now, and I invited him on to get to know him better, as well as his investing philosophy. We chatted about how he got his start investing, how his strategy evolved over time, and how his full-time job has influenced his due diligence process. In proper true crime form, the clue is in the title. For more information about 7Investing, please visit: https://7investing.com/ You can Follow Matthew Cochrane on Twitter @Matt_Cochrane7: https://twitter.com/Matt_Cochrane7 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Matt Pech served in the Army for 15 years, 12 of which were on a Special Forces Operational Detachment Alpha (ODA). His specialties were advanced demolitions, breaching, sniper, and technical intelligence specialist. He had 4 combat deployments to Iraq and Afghanistan and 9 rotations in total. Because of the strain these rotations put on Matt, he chose to leave the military early to be home for his family. In 2015 he became a police officer in Southern California. After leaving the Army Matt founded the non-profit, Ruck for Vets. An organization aimed at raising awareness for Veterans issues and mental health. Through his non-profit he brings the brotherhood he loves so much back to my community and giving back to those who gave more than enough. If all of this wasn't enough, Matt provides fitness training through his company Operational Athlete, he also serves as the Lead Advisor for Hard to Kill Fitness, and is in the process of opening a boxing gym in Southern California, which will combing the boxing community with the military mindset of training.  PODCAST - LISTEN, WATCH, AND SUBSCRIBE https://linktr.ee/TransitionDrillPodcast CONNECT WITH MATT https://operationalathlete.us/ https://www.instagram.com/theoperationalathlete/ https://www.ruckforveterans.com/ https://www.instagram.com/ruckforvets/   MAY 21, 2022 – Ruck for Vets Event – Redondo Beach, CA https://www.ruckforveterans.com/register-here   https://hardtokillfitness.co/ https://www.instagram.com/hardtokill_fitness/

This week's Urban Valor episode features former U.S. Special Forces Green Beret, Matt Pech. He's the Founder of Ruck for Vets and Lead Advisor for Hard to Kill Fitness. Matt talked us through fond memories of his military service. From rocking out in Afghanistan to thriving off the adrenaline rush from conducting missions, to remembering a good friend and warrior he served with. Matt also speaks on how he continues to serve by giving back to the veteran community and how he keeps a strong mental state of mind. In this interview, you truly get a glimpse INSIDE the Green Berets and what incredible and heroic stories Matt shares with us! Not only will you hear some history of the Green Berets, but what it takes to become a Green Beret. Enjoy listening and watching as this Green Beret tells stories that are absolutely incredible to hear, as well as this may inspire those wishing to become a green beret! If you'd like to discover more about Urban Valor and our mission to share the heroic stories of our veterans, then please SUBSCRIBE and click the bell notification- we have weekly episodes! Want to listen on the go? All of our episodes are currently being uploaded to our podcast as well!  Just search for URBAN VALOR on your favorite podcasting platform, you'll find us! Lastly, be sure to check out urbanvalor.com as we work to spread our veteran stories and military interviews with the masses!