Podcasts about Mark Hoffman

Flipped | Part 4 | Mark Hoffman

Curious how cross-specialty teamwork is reshaping endometriosis care? In this episode of BackTable OBGYN, host Dr. Mark Hoffman speaks with Dr. Peter Movilla, Associate Medical Director at Newton Wellesley Hospital, and Dr. Anuradha Shenoy-Bhangle, Assistant Professor of Radiology at Harvard Medical School, about their collaborative efforts in advancing endometriosis care. --- SYNPOSIS The discussion covers the development and benefits of monthly multidisciplinary conferences that include gynecologists, radiologists, colorectal, urologic, and thoracic surgeons. The conferences aim to improve preoperative planning, intraoperative accuracy, and postoperative care through detailed imaging techniques, primarily MRI. They also highlight the importance of educating fellows and colleagues, the role of ultrasound screening, and future directions like AI and PET imaging. The episode emphasizes the challenges and rewards of treating endometriosis and fostering better patient outcomes through teamwork and innovation. --- TIMESTAMPS 00:00 - Introduction 01:55 - The Journey to Specialization 07:02 - Building a Multidisciplinary Team 15:07 - The Value of Postoperative Reviews 22:49 - Patient Counseling and Personalized Care 29:36 - Challenges in Endometriosis Treatment 31:00 - Educating Beyond the Clinic 33:05 - Innovations in Imaging 46:22 - Future Directions in Endometriosis Research 53:15 - Conference Highlights and Final Thoughts --- RESOURCES Recommendations for MRI technique in the evaluation of pelvic endometriosis: consensus statement from the Society of Abdominal Radiology endometriosis disease‑focused panel: https://drive.google.com/file/d/1VRBpw5V3AH-rWGEG43K1CMCx2flCXl2M/view?usp=sharing

Easter Eggs | Part 6 | Mark Hoffman

When should you consider surgical management of chronic pelvic pain conditions? In this episode of the BackTable OBGYN podcast, Dr. Mark Dassel, a MIGS surgeon at Intermountain Health in Salt Lake City, joins hosts Dr. Mark Hoffman and Dr. Amy Park to discuss medical and surgical management strategies for chronic pelvic pain, particularly endometriosis. --- SYNPOSIS Dr. Dassel emphasizes the importance of stopping the hormonal triggers associated with pain and explores various medical treatments, including hormonal therapies and the role of contraceptives. He also highlights his approach to surgical interventions such as endometriosis excision, endometrioma removal, and hysterectomy, and the importance of holistic treatment plans involving pelvic floor physical therapy and central pain modulators. The episode also covers the complexities of diagnosing and treating pelvic pain, the role of early intervention, and the value of multidisciplinary care. --- TIMESTAMPS 00:00 - Introduction 07:55 - Differentiating Causes of Chronic Pelvic Pain 10:13 - Multidisciplinary Care and Costs 14:26 - Acute vs Chronic Pain 17:00 - Centralized Pain 18:46 - When to Offer Surgery 23:42 - Fertility and Endometriosis 33:25 - Hormonal Suppression Post-Surgery 37:24 - Pelvic Floor Botox and Physical Therapy 44:42 - Hysterectomy for Pelvic Pain 51:53 - Nerve Ablation and Pain Management 57:10 - Final Thoughts

Bob Campbell isn't your average coin dealer. Raised in a poor family, Bob climbed to the top of the numismatic world, becoming President of the American Numismatic Association and a recognized expert in counterfeit coin detection. He has taught U.S. federal agencies like the FBI, Secret Service, IRS, Homeland Security, and collectors how to spot fake coins. In this podcast, Bob shares:  How he built his coin business from nothing The secrets to finding rare, valuable coins (including the $500,000 penny!)  The importance of knowledge and passion in coin collecting How to avoid scams in the coin and gold market Plus, hear fascinating stories about Mormon gold coins, the infamous 1943 copper penny, and Mark Hoffman's counterfeiting schemes. Learn how to get into coin collecting and protect your wealth with precious metals.

Endometrial ablation has become a cornerstone procedure in the treatment of abnormal uterine bleeding, but is it the right solution for every patient that meets the indication? In this episode of the BackTable OBGYN Podcast, Dr. Ted Anderson from Vanderbilt University joins host Dr. Mark Hoffman to discuss the evolution of endometrial ablation and its contemporary utilization, including patient selection, technical considerations, and alternative treatments for abnormal uterine bleeding. --- SYNPOSIS Dr. Anderson begins by detailing the history of abnormal uterine bleeding alongside the evolution of the endometrial ablation techniques that have been used to treat it. Shifting focus to current day practice, he then shares his approach to endometrial ablation, covering patient selection and the technical aspects of his approach. Throughout the conversation, Dr. Anderson emphasizes the importance of how we define success in endometrial ablation, explaining that eumenorrhea (normal bleeding that no longer interferes with life events) is the goal, as opposed to the more traditional view that amenorrhea is the target outcome. The episode closes with a discussion on the role of alternative treatments, such as the Mirena IUD and hysterectomy for abnormal uterine bleeding. --- TIMESTAMPS 00:00 - Introduction 09:29 - History of Abnormal Uterine Bleeding and Endometrial Ablation 23:31 - Evolution of Endometrial Ablation Devices/Techniques 31:11 - Selecting the Right Patient for Ablation Success 34:38 - Post-Tubal Sterilization Ablation Syndrome 38:27 - The Role of IUDs in Managing AUB 44:07 - Reevaluating Endometrial Ablation Success Metrics 49:55 - Innovative Ablation Techniques: Cryoablation and Steam 51:48 - Adenomyosis and Fertility-Sparing Treatments 57:28 - Final Thoughts

Easter Eggs | Part 2 | Mark Hoffman

What surgical techniques and safety measures are important to consider when operating in a pregnant patient? In this episode of the BackTable OBGYN podcast, Dr. Craig Sobolewski, a minimally invasive GYN surgeon at Duke, speaks with host Dr. Mark Hoffman about the intricacies of laparoscopic surgery in pregnant patients. --- SYNPOSIS The surgeons delve into the critical importance of understanding anatomy and ensuring proper exposure during surgeries, particularly the challenges and techniques for operating during pregnancy. Key discussions include the use of liver retractors, the management of symptomatic ovarian cysts, and the methods for performing and evaluating abdominal cerclages. They also explore the physiological changes in pregnant patients and the adjustments needed for anesthesia, laparoscopic entry, pressures during surgery, and pre/post-operative care. --- TIMESTAMPS 00:00 - Introduction 07:20 - Laparoscopy in Pregnant Patients 11:23 - Common Surgeries During Pregnancy 15:56 - Laparoscopic Surgery Techniques 24:04 - Physiologic Changes in Pregnancy 27:33 - Access Methods and Pressure Considerations 28:53 - Managing Torsion and Cysts in Pregnancy 30:21 - Energy Use and Safety in Pregnant Patients 31:38 - Preoperative and Postoperative Care 34:15 - Cerclage Procedures and Counseling 47:46 - Professional Reflections and Conclusions

In July 1980, the official magazine of The Church of Jesus Christ of Latter-day Saints scrubbed an article that described the Anthon Transcript, supposedly what was given to Professor Anthon describing the lettering of the Gold Plates. The article discussed how LDS scholars were convinced this was real, and there was even an article from Mark Hoffman. Problem? Mark Hoffman was shown to be a forger and this manuscript was a fake! Thus, if you are finding the July 1980 Ensign magazine online using the church's website, you are not told several pages of the magazine are not a part of this anymore. Is this deceptive? Or is it allowed? Bill and Eric debate this as they discuss the fascinating story of Mark Hoffman.

In July 1980, the official magazine of The Church of Jesus Christ of Latter-day Saints scrubbed an article that described the Anthon Transcript, supposedly what was given to Professor Anthon describing the lettering of the Gold Plates. The article discussed how LDS scholars were convinced this was real, and there was even an article from Mark Hoffman. Problem? Mark Hoffman was shown to be a forger and this manuscript was a fake! Thus, if you are finding the July 1980 Ensign magazine online using the church's website, you are not told several pages of the magazine are not a part of this anymore. Is this deceptive? Or is it allowed? Bill and Eric debate this as they discuss the fascinating story of Mark Hoffman.

In July 1980, the official magazine of The Church of Jesus Christ of Latter-day Saints scrubbed an article that described the Anthon Transcript, supposedly what was given to Professor Anthon describing the lettering of the Gold Plates. The article discussed how LDS scholars were convinced this was real, and there was even an article from Mark Hoffman. Problem? Mark Hoffman was shown to be a forger and this manuscript was a fake! Thus, if you are finding the July 1980 Ensign magazine online using the church's website, you are not told several pages of the magazine are not a part of this anymore. Is this deceptive? Or is it allowed? Bill and Eric debate this as they discuss the fascinating story of Mark Hoffman.

In July 1980, the official magazine of The Church of Jesus Christ of Latter-day Saints scrubbed an article that described the Anthon Transcript, supposedly what was given to Professor Anthon describing the lettering of the Gold Plates. The article discussed how LDS scholars were convinced this was real, and there was even an article from Mark Hoffman. Problem? Mark Hoffman was shown to be a forger and this manuscript was a fake! Thus, if you are finding the July 1980 Ensign magazine online using the church's website, you are not told several pages of the magazine are not a part of this anymore. Is this deceptive? Or is it allowed? Bill and Eric debate this as they discuss the fascinating story of Mark Hoffman.

In July 1980, the official magazine of The Church of Jesus Christ of Latter-day Saints scrubbed an article that described the Anthon Transcript, supposedly what was given to Professor Anthon describing the lettering of the Gold Plates. The article discussed how LDS scholars were convinced this was real, and there was even an article from Mark Hoffman. Problem? Mark Hoffman was shown to be a forger and this manuscript was a fake! Thus, if you are finding the July 1980 Ensign magazine online using the church's website, you are not told several pages of the magazine are not a part of this anymore. Is this deceptive? Or is it allowed? Bill and Eric debate this over this week as they discuss the fascinating story of Mark Hoffman.

Unveiled | Part 9 | Mark Hoffman

How does gynecology care in the United States compare to Canada? In this episode of the BackTable OBGYN podcast, Dr. Jonathon Solnik, head of gynecology and minimally invasive surgery at Mount Sinai in Toronto, speaks with hosts Dr. Mark Hoffman and Dr. Amy Park about the significant differences between the healthcare systems in the US and Canada. --- SYNPOSIS The doctors cover financial incentives and constraints faced by hospitals in the US vs. Canada, the role of insurance companies, and how resource limitations impact clinical practice. Dr. Solnik shares insights from his career journey, emphasizing the challenges and opportunities he has encountered in Canada, including longer wait times for elective surgeries and the intricacies of the Canadian global budget system. The conversation also covers the impact of robotics in surgery, standardization of care, and the differences in the handling of high-acuity medical cases. The episode provides an insightful discussion on how different healthcare models affect patient care, physician practices, and hospital administration. --- TIMESTAMPS 00:00 - Introduction 01:39 - Dr. Solnik's Career Journey 03:30 - Healthcare System Differences: US vs Canada 09:57 - Balancing Quality and Volume in Healthcare 12:18 - Private Practice in Canada 25:03 - Wait Times and Capacity Issues 34:44 - Oncology and Semi-Salaried Positions 39:03 - Negotiating CPT Codes and RVUs 42:14 - Access to Care in Remote Areas 44:42 - Robotics in Surgery 55:09 - Incentives and Productivity in Healthcare Systems 01:01:33 - Concluding Thoughts

What skills and disciplines can a surgeon take from their training to succeed in a new leadership / hospital administration role? In this episode of BackTable OBGYN, Dr. Mark Hoffman discusses his transition from a minimally invasive gynecologic surgeon to the Chief Medical Officer at his hospital with co-host Dr. Amy Park. --- SYNPOSIS The doctors cover the importance of high-functioning teams, the unexpected challenges of hospital administration, and the impact of clinical experience on decision-making. Additionally, they explore the broader responsibilities and skill sets required for effective leadership in a hospital setting, and offer advice for others considering a similar career shift. Dr. Hoffman emphasizes the value of servant leadership, the benefits of focusing on strengths, and the necessity of building strong, resilient teams. --- TIMESTAMPS 00:00 - Introduction 05:16 - Transitioning to Hospital Administration 07:17 - Balancing Workload 10:33 - Teamwork and Leaning into Strengths 13:30 - Decision Making in Administration 26:20 - Unique Challenges for OBGYNs in Hospital Administration 31:48 - Engagement in Leadership 35:03 - Focusing on People to Improve Patient Care 44:18 - Building Effective Leadership Teams 45:25 - Transitioning to Hospital Administration 52:07 - Finding Joy in Leadership and Mentorship

Within the first 10 days of 2025, we saw massive wildfires devastate Los Angeles, winter storms disrupt lives across the US and the UK, an earthquake that ravaged Tibet, the resignation of Canada's Prime Minister and more. What will the rest of the year bring? Hello everyone, and welcome to episode 167 of the Resilient Journey podcast, presented by Anesis Consulting Group! This week we're joined by our good friend Regina Phelps, who helps Mark put together a bingo card of plausible crisis level events that could happen in 2025. The card is available by clicking here. Mark and Regina are using this approach to raise awareness of the vast number of things that we as risk and resilience professionals need to be aware of as we plan for 2025. Topics include infrastructure, geo-political threats, natural disasters, supply chain, cyber, AI and even diseases. As Regina says, people who aren't scared to death  , simply aren't paying attention.     Be sure to follow The Resilient Journey!  We sure do appreciate it! Want to learn more about Anesis Consulting Group or Mark Hoffman? Click here or on LinkedIn or Twitter. Special thanks to Bensound for the music.     

There are tangible ways to advocate for health equity and address demographic disparities in patient care and the healthcare workforce. In this episode of the BackTable OBGYN Podcast, Dr. Teni Brown, an assistant professor of OBGYN at Northwestern University's Feinberg School of Medicine, speaks with hosts Dr. Amy Park and Dr. Mark Hoffman about DEI efforts and ways she has made real change. --- SYNPOSIS Dr. Brown shares her journey from Nigeria to the United States, detailing her path from middle school teacher to a leading advocate in diversity, equity, and inclusion (DEI) within the medical field. The conversation touches on systemic barriers in healthcare, the impact of historical practices like redlining, and practical steps institutions can take to foster a culture of equity. Dr. Brown emphasizes the importance of sustained engagement, multi-level interventions, and action-oriented solutions to create a more diverse and inclusive medical workforce. --- TIMESTAMPS 00:00 - Introduction 05:44 - Equity in OBGYN: Workforce and Patient Care 08:41 - Advocacy for Medication Access 15:25 - Systemic Barriers and Social Determinants of Health 20:22 - Understanding Redlining and Its Impact 25:10 - Efforts to Address Inequities 34:14 - Equity and Diversity in Healthcare 36:39 - The Role of Leadership in Promoting Equity 44:08 - AI and Technology in Addressing Gaps 50:00 - Vision for a More Equitable Future 58:26 - Final Thoughts and Encouragement

Unveiled | Part 1 | Mark Hoffman

In this episode, Sandra Tanner and Chris delve into key figures and moments in Mormon historical scholarship. They discuss individuals like Dee Jay Nelson, Mark Hoffman, and Wesley Walters, highlighting their contributions to uncovering evidence that challenges official LDS narratives, including the Palmyra revivals and the 1826 trial of Joseph Smith. The conversation touches on the work of scholars like Dan Vogel, Stan Larson, and D. Michael Quinn, as well as influential writers such as Fawn Brodie. Topics include changes in the Book of Mormon, early Mormon controversies, and the deeper complexities of Mormon history. This episode provides a compelling exploration of the intersection between faith, evidence, and critical analysis. Show Notes YouTube Mormon Stories Thanks Our Generous Donors! Help us continue to deliver quality content by becoming a donor today: One-time or recurring donation through Donorbox Support us on Patreon PayPal Venmo Our Platforms: YouTube Patreon Spotify Apple Podcasts Contact us:MormonStories@gmail.comPO Box 171085, Salt Lake City, UT 84117 Social Media: Insta: @mormstories TikTok: @mormonstoriespodcast Join the Discord

Living Advent | Part 5 | Mark Hoffman

This week, WealthTech on Deck producer Matt Nollman takes over hosting duties to interview Jack Sharry about the podcast's standout moments of 2024. They discuss the evolution and future of UMH, including the transformative impact of LifeYield's recent acquisition by SEI. Jack highlights pivotal industry conversations with leaders advancing UMH capabilities, explores strategies for overcoming implementation challenges, and emphasizes the importance of innovation for financial advisors and firms. Jack also shares key career advice that has shaped his professional journey. In this episode: (00:19) - Year-end wrap-up and review (00:58) - The dawning of UMH (03:10) - Defining UMH and its importance (04:41) - Key elements of UMH (07:43) - UMA vs UMH (09:15) - Memorable episodes from 2024 (13:25) - AI, research, and the digital frontier (15:01) - Building multi-account UMH capabilities (19:05) - Career advice and closing thoughts Quotes “Through this acquisition, SEI will be the first in the industry to provide real-time, automated, unified managed household or UMH capabilities in a cost-effective, fully bundled overlay solution.” ~ Jack Sharry “The single biggest challenge we find is getting all the departments, all the silos to work together. And that is also why it is important to have a single executive sponsor or leader.” ~ Jack Sharry “Improving after-tax returns and income is inherently a multi-account exercise.” ~ Jack Sharry Links  SEI: https://www.seic.com  Morgan Stanley: https://www.morganstanley.com  MoneyGuide Pro: https://www.moneyguidepro.com  Tifin: https://tifin.com  Wells Fargo: https://www.wellsfargo.com  EY: https://www.ey.com  Franklin Templeton: https://www.franklintempleton.com  Matt Nollman: https://www.linkedin.com/in/mattnollman  Mark Hoffman: https://www.linkedin.com/in/mark-hoffman-16946359  Martin Cowley: https://www.linkedin.com/in/martincowley  WealthTech in the Weeds with Charles Smith: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-charles-smith  WealthTech in the Weeds with Rose Palazzo: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-rose-palazzo-and-mark-hoffman  WealthTech in the Weeds with Jeff Benfield: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-jeff-benfield-and-martin-cowley  WealthTech in the Weeds with Eric Lori: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-eric-lordi-and-martin-cowley  WealthTech in the Weeds with Roger Paradiso: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-roger-paradiso  The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham: https://wealthtechondeck.com/episodes/the-evolution-and-resurgence-of-sei-with-ryan-hicke-and-sean-denham  The Age of the New Wealth Portfolio with Erich Holland: https://wealthtechondeck.com/episodes/the-age-of-the-new-wealth-portfolio-with-erich-holland  Unlocking the Potential of Generative AI in Asset and Wealth Management with Amy Young: https://wealthtechondeck.com/episodes/unlocking-the-potential-of-generative-ai-in-asset-and-wealth-management-with-amy-young  Unlocking AI's Potential in Wealth Management with Rob Pettman: https://wealthtechondeck.com/episodes/unlocking-ais-potential-in-wealth-management-with-rob-pettman  WealthTech in the Weeds with Michael Liersch: https://wealthtechondeck.com/episodes/wealthtech-in-the-weeds-with-michael-liersch-and-harry-bartle  Scott Smith: https://www.linkedin.com/in/scott-smith-148360  Financial Advisor Magazine: https://www.fa-mag.com  Frances Frei: https://www.linkedin.com/in/francesfrei  Edward Jones: https://www.edwardjones.com  JP Morgan: https://www.jpmorgan.com  Merrill: https://www.ml.com  Harvard Business School: https://www.hbs.edu  Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

This week, Jack Sharry is joined by LifeYield co-founders Mark Hoffman and Paul Samuelson to discuss SEI's acquisition of LifeYield. They explore the strategic implications for LifeYield, the integration of multi-account management, and the potential benefits of Unified Managed Household for clients and the broader industry. They also discuss the comprehensive service capabilities the SEI-LifeYield partnership provides, focusing on improving financial outcomes through advanced tax optimization and holistic portfolio management.  In this episode: (01:18) - What LifeYield's acquisition means for the industry (02:24) - Understanding UMH (10:08) - The importance of tax alpha (15:29) - Product and capability enhancements (17:14) - Distribution and operational capabilities (21:30) - Final thoughts and acknowledgments Quotes “For LifeYield, [the aquisition] means unequivocal validation of the premise that my partners and I founded LifeYield to begin with—that only in managing an investor's coordinated accounts together can one provide the best outcome for those investors.” ~ Mark Hoffman “In order to have success, you need investment software and you need the whole support of onboarding accounts and connecting accounts to just be in the game at all. I can look back at the mistakes I've made, and if I'd had the right advisor equipped with what SEI-LifeYield is going to be equipped with, it would've been much better.” ~ Paul Samuelson Links  LifeYield SEI Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Operating on the pregnant patient can be intimidating, but there are many ways to do so safely. In this episode of the BackTable OBGYN podcast Dr. Jamal Mourad, a MIG surgeon at Mayo Clinic, joins hosts Dr. Mark Hoffman and Dr. Amy Park to discuss the nuances of robotic surgery, particularly in the pregnant patient. --- SYNPOSIS Dr. Mourad shares his extensive experience with robotic platforms and his techniques for addressing complex cases such as transabdominal cerclage in pregnant patients and the management of endometriosis and uterine niche. The conversation covers best practices, the importance of continuous learning through observations and video analysis, and practical tips for improving surgical outcomes. The episode also emphasizes the importance of interdisciplinary collaboration and mentorship in advancing surgical skills and patient care. --- TIMESTAMPS 00:00 - Introduction 04:05 - Single Port vs. Multi-Port Approach 06:08 - Robotic Surgery on Pregnant Patients 08:20 - Anesthesia During Pregnancy 10:39 - Transabdominal Cerclage Techniques 19:27 - Techniques for C-section Scar Ectopic Pregnancy 23:45 - Surgical Considerations in the Pregnant Patient 28:37 - Diagnosing and Treating Ovarian Torsion 32:20 - Managing Placenta Accreta Spectrum 35:29 - Innovations in Robotic Surgery 39:26 - Mentorship and Continuous Learning 54:50 - Concluding Thoughts and Advice for Early Learners

 Ready for Resilience: Thriving Through Crisis with Mark HoffmanThis week, we welcome the incredibly insightful (and delightfully relatable!) Mark Hoffman, a senior crisis management and business resilience consultant. Mark takes us on a rollercoaster of a conversation, blending his love of disaster movies with real-life crisis survival tips—from bouncing back after financial hardship to thriving in his current role helping organizations stay strong in the face of chaos.Spoiler alert: This episode is packed with practical advice, powerful personal stories, and a splash of humor that'll leave you feeling more prepared to handle life's curveballs.Key Takeaways to Boost Your Bounce-Back Game:1️⃣ Plan It, Practice It, Perfect It: Mark breaks down a no-nonsense, three-step formula to bulletproof your organization against disruptions. Think of it as your resilience recipe: know what's critical, map out the dependencies, and tackle those gaps like a pro.  (It works in your personal life too!)2️⃣ Call in the Experts: No need to go solo during a crisis! Mark shows how leveraging subject matter experts (think legal, communications, and beyond) can create a dream team for smooth sailing through stormy waters.3️⃣ Embrace the Awkward and Uncomfortable: Whether it's owning up to personal challenges or navigating high-stakes situations, Mark highlights the magic of leaning into discomfort. Pro tip: Don't forget to rest and recharge—your resilience depends on it!Mark's raw and real approach, paired with his actionable insights, makes this episode an absolute must-listen for anyone looking to handle adversity with grace and grit.  Don't forget to bring your popcorn—it's like a disaster movie, but WAY more useful!Connect with Mark on LinkedIn https://www.linkedin.com/in/mark-hoffman-cbcp-mbci-4b26554/Listen to The Resilience Journey podcast: https://resilientjourney.podbean.com/

Radical | Part 4 | Mark Hoffman

Human trafficking is a complex health issue, with many providers unsure how best to detect, counsel, and care for victims and survivors of human trafficking. In this episode of the BackTable OBGYN Podcast, hosts Dr. Amy Park and Dr. Mark Hoffman are joined by Dr. Julia Geynisman-Tan, a urogynecologist at Northwestern, to discuss signs of human trafficking and resources for caring for this patient population. --- SYNPOSIS Dr. Geynisman-Tan shares her extensive experience in caring for survivors of human trafficking and discusses the complexities surrounding this issue. She emphasizes the importance of trauma-informed care, recognizing signs of trafficking, and providing support to survivors. The conversation covers her journey into this field, the challenges faced by survivors, and practical steps that healthcare professionals can take to aid these vulnerable patients. The episode underscores the need for multidisciplinary approaches and the critical role of healthcare providers in identifying and assisting those affected by human trafficking. --- TIMESTAMPS 00:00 - Introduction 05:08 - Identifying Signs of Human Trafficking in Patients 09:14 - Referral and Support Systems for Trafficking Survivors 11:31 - Common Health Issues Among Trafficking Survivors 13:17 - Understanding the Complexities of ‘The Life' 18:13 - Immigration and Human Trafficking 20:48 - Providing Trauma-Informed Care 25:55 - Identifying Resources for Victims 29:23 - Healthcare Protocols 32:50 - Addressing Needs and Building Trust 36:58 - Psychosomatic Effects of Trauma 40:50 - Impact on Pregnancy 42:55 - Supporting Survivors and Long-Term Rehabilitation 48:30 - Conclusions --- RESOURCES Human Trafficking Hotline: https://humantraffickinghotline.org/en HEAL Trafficking: https://healtrafficking.org/

Taxes are a major concern for both investors and advisors. As such, minimizing tax liability is a priority in wealth management. Asset location, a strategy that places assets in the most tax-efficient accounts, can significantly enhance a portfolio's overall efficiency. While this approach can be a multi-account exercise, having a modern portfolio management system equipped with tax-smart technology can streamline this process and effectively coordinate unified managed household accounts. In this episode, Jack Sharry talks with LifeYield's Founder and Chief Investment Officer, Paul Samuelson, and CEO, Chairman, and Founder Mark Hoffman. Paul has written algorithms that power investment software for more than four decades. He's spent the past 16+ years devising algorithms around minimizing taxes and maximizing retirement income, all part of a robust asset location process. Mark turns Paul's algorithms into industrial-strength software used by many of the largest financial institutions in the world. They discuss asset location and tax-smart strategies to minimize tax liabilities and maximize retirement income. In this episode: [01:46] - Asset location explained [03:05] - The evolution of holistic wealth management [04:36] - What inspired Paul to help advisors produce better outcomes [08:00] - Harnessing the potential of asset location [11:50] - LifeYield's capacity to scale and operationalize asset location  [14:08] - The difference between single-account and multi-account tax-loss harvesting [15:44] - The benefits of modern portfolio management systems [17:29] - The model portfolio in wealth management [18:50] - The importance of asset location to boomers [22:35] - Key takeaways and final thoughts Quotes [04:08] - "Financial planning systems are one good way to look at multiple accounts. And then, to have the financial plan implemented, you really need to consider asset location." ~ Mark Hoffman [06:56] - "Certain assets are likely to be more tax-inefficient, but they don't always land the way you would expect. So, for investors who happen to hold low turnover stock portfolios, you can effectively have quite tax-efficient equity investing as long as you're willing to pay great attention to sales of stock." ~ Paul Samuelson [22:57] - "Asset location, placing the most tax-efficient assets in your taxable accounts and the least tax-efficient assets in the qualified accounts, raises the after-tax return of your portfolio. That means you'll get more balance, which can create more income. Asset location is the dominant form of tax alpha you'll get." ~ Mark Hoffman [23:50] - "The real opportunity in looking at all the household assets is that you're going to be able to pick up some of the client accounts that have been unmanaged or very poorly managed. It's an opportunity for the advisors and a real service to the clients." ~ Paul Samuelson Links  Mark Hoffman on LinkedIn Paul Samuelson on LinkedIn Investment and Wealth Institute Envestnet EY Morningstar Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Stay up to date on the latest advancements in gynecologic surgery. In this episode of the BackTable OBGYN Podcast, hosts Dr. Amy Park and Dr. Mark Hoffman invite Dr. Johnny Yi, a pioneer in the field of minimally invasive surgery and urogynecology, to discuss the latest advancements in, benefits of, and challenges with single port robotic gynecologic surgery. --- SYNPOSIS The discussion covers evolutionary strides in robotic-assisted surgeries such as sacral colpopexy and myomectomies, the transition from traditional laparoscopy, and the intricacies of handling large uteri procedures. The episode also navigates the global adoption of these technologies, particularly in South Korea and Japan, and the varying applications in different specialties. Key topics include surgical skill requirements, training needs, innovative techniques, FDA approvals, and the future potential of single port surgeries. Overall, this discussion provides a well-rounded perspective on the current state and forward-looking innovations in the field of gynecologic surgery. --- TIMESTAMPS 00:00 - Introduction 03:57 - Single Port Robotic Surgery 08:27 - Benefits of Robotics with Sacral Colpopexy 11:37 - Technical Aspects of Single Port Surgery 14:40 - Training for Single Port Surgery 19:43 - Global Adoption and Future Potential of Single Port Surgery 25:35 - Access into the Abdomen 29:39 - Challenges and Innovations in Single Port Surgery 31:34 - Evaluating Risks and Success Rates 33:16 - Cost Analysis 35:16 - Training and Simulation for Single Port Surgery 39:35 - Future of Single Port and vNOTES Surgery 45:05 - Patient Reactions and Satisfaction 46:34 - Closing Techniques 52:14 - Future Prospects and Final Thoughts --- RESOURCES Oh S, Yi J, Song AY, Jee J, Bae N, Shin JH. Intraoperative Complications and Perioperative and Surgical Outcomes of Single-Port Robotics-Assisted Sacrocolpopexy. Int Urogynecol J. 2024 Jul; 35 (7):1521-1526 Epub 2024 June 20.

In The Wilderness | Part 3 | Mark Hoffman

In The Wilderness | Part 3 | Mark Hoffman

WealthTech in the Weeds is a series in which we talk to industry experts about the details of building an effective, productive, coordinated, and comprehensive advice system. In this episode, Jack Sharry talks with Ted Dimig, Global Head of Wealth Management Advisory Solutions at J.P. Morgan, and Mark Hoffman, CEO, Chairman & Founder at LifeYield. They discuss trends like tax optimization and the role of modern technology in enhancing advisory practices. They explore the challenges and strategies involved in operationalizing these innovations, emphasizing the necessity of embracing technology to improve client outcomes. They also touch on advisor adoption, the benefits of models-based practices, and the industry's trajectory toward increasingly personalized financial services. In this episode: [02:05] - Major trends in asset management [03:56] - Ted's role in fintech [06:11] - The importance of tax optimization in the investment ecosystem  [09:29] - Ted's operational approach to tax management [11:41] - How LifeYield helps clients manage their taxes [13:51] - Why tax matters to clients and advisors [16:31] - How firms can get started with tax management [20:43] - What drives advisors to adopt tax-smart technologies [25:15] - Ted's outlook on the future of wealth management [27:14] - Ted's key takeaways [28:23] - Ted's interests outside of work Quotes [02:22] - "The first big trend in asset management is the importance and the need to personalize investments. The more you can get a client's goals to match their investment solutions, the higher the probability that they're going to stick with their investments over the long run." ~ Ted Dimig [11:42] - "You want to build your ecosystem in a way that is easy to explain to the client. Being able to explain to them the savings and why you're doing certain things reduces the trading that you have to do." ~ Mark Hoffman [17:11] - "Technology allows you to be more holistic. It allows you to make all the connections and to do things right. And that frees up the advisor to have a conversation at the client's own level." ~ Mark Hoffman [26:06] - "You need to embrace technology if you want to be a winner in the personalization space, in the end-to-end client investment journey, and in the tax space. So those who don't adopt will be left behind." ~ Ted Dimig Links  Ted Dimig on LinkedIn Mark Hoffman on LinkedIn J.P. Morgan EY 55ip Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Pregnancy and childbirth have a significant impact on the pelvic floor, often more than patients realize and even more still than most of our current postpartum care models are designed to address. In this episode of the BackTable OBGYN podcast, hosts Dr. Mark Hoffman and Dr. Amy Park welcome Dr. Lisa Hickman, a urogynecologist and pelvic reconstructive surgeon from The Ohio State University, to discuss peripartum pelvic floor disorders and her dedicated clinic for women with advanced obstetric lacerations. --- This podcast is supported by: PearsonRavitz https://pearsonravitz.com/backtable --- SYNPOSIS The conversation touches on key aspects of pelvic floor health, the impact of pregnancy and childbirth, and effective strategies for preventing and managing pelvic floor disorders. The episode emphasizes the importance of patient education, tailored postpartum care, and multidisciplinary collaboration with pelvic floor physical therapists and other healthcare personnel. Dr. Hickman shares insights on building a sustainable clinical model for peripartum pelvic floor disorders, securing stakeholder support, and implementing standardized processes to enhance patient outcomes. --- TIMESTAMPS 00:00 - Introduction 04:21 - Understanding the Pelvic Floor 05:36 - Impact of Pregnancy and Childbirth 07:48 - Preventing and Managing Tears 22:56 - Postpartum Care and Challenges 28:54 - Starting a Peripartum Clinic: A Roadmap 33:54 - Pelvic Floor PT and Patient Education 40:03 - Impact of Repair Techniques on Long-term Outcomes 50:56 - Sustaining and Expanding the Program --- RESOURCES Hickman LC, Propst K, Swenson CW, Lewicky-Gaupp C. Subspecialty care for peripartum pelvic floor disorders. Am J Obstet Gynecol. 2020 Nov;223(5):709-714. doi: 10.1016/j.ajog.2020.08.015. Epub 2020 Sep 2. PMID: 32888923; PMCID: PMC7720615.

Thoracic endometriosis occurs in about 12% of patients with advanced endometriosis. Due in part to its lower incidence and inherent diagnostic challenges, many providers are not well-versed in the workup and management of this advanced disease. In this episode of The BackTable OBGYN Podcast, host Dr. Mark Hoffman interviews Dr. Shanti Mohling, a gynecologic surgeon at Northwest Endometriosis and Pelvic Surgery, regarding her approach to thoracic endometriosis. --- CHECK OUT OUR SPONSOR PearsonRavitz https://pearsonravitz.com/backtable --- SYNPOSIS The physicians discuss the embryological and congenital theories of endometriosis etiology, the impacts of retrograde menstruation, and epigenetic factors. Dr. Mohling shares insights into her advanced surgical techniques for treating endometriosis, including diaphragmatic and thoracic disease, and the importance of a comprehensive history, exam, and diagnostic imaging. Her practice patterns, patient care strategies, and interdisciplinary collaborations for optimal outcomes are also highlighted. --- TIMESTAMPS 00:00 - Introduction 06:40 - Pelvic Pain Workup 08:09 - Thoracic Endometriosis 14:12 - Medical Management Post-Surgery 18:48 - In-Office Ultrasound Techniques 23:33 - Collaboration in Surgery 24:59 - Preparing for Thoracic Endometriosis Surgery 36:44 - Managing Postoperative Care 41:13 - Theories on Endometriosis Etiology 46:31 - Concluding Thoughts

The Grateful Life | Part 4 | Mark Hoffman

Women's health has a history of being underfunded in the United States, leading many women to receive suboptimal care. In this episode of the BackTable OBGYN podcast, hosts Dr. Mark Hoffman and Dr. Amy Park engage in a detailed discussion with Dr. Louise P. King, a minimally invasive gynecologic surgeon, and Christopher Robertson, a law professor at Boston University, regarding the inequitable reimbursement structures that persist within the field of OBGYN. --- SYNPOSIS The guests emphasize the systemic discrepancies between gynecologic and other surgical disciplines. The conversation delves into the origins of these disparities, the complexities of revising current codes and creating new codes, and potential legislative and legal remedies to address gender-based inequities. The guests also stress the importance of patient care outcomes and the role of proper reimbursement in enhancing healthcare delivery. --- TIMESTAMPS 00:00 - Introduction 06:28 - Background on RVUs and Disparities in OBGYN 12:39 - Gender Disparities in Medical Billing 18:00 - Efforts to Address Inequities 31:22 - RUC Structure and Surgical Specialties 32:42 - Billing and Reimbursement Inequities 35:15 - Diagnosis Related Groups 36:42 - Turnover Times and Gender Disparities 40:21 - Advocacy and Legislative Solutions 48:23 - Legal Approaches for Change 52:44 - Conclusion --- RESOURCES Watson KL, King LP. Double Discrimination, the Pay Gap in Gynecologic Surgery, and Its Association With Quality of Care. Obstet Gynecol. 2021 Apr 1;137(4):657-661. doi: 10.1097/AOG.0000000000004309. PMID: 33706362. Robertson, Christopher T. and Kupke, Annabel and King, Louise P., Structural Sex Discrimination: Why Gynecology Patients Suffer Avoidable Injuries and What the Law Can Do About It (May 9, 2024). Emory Law Journal, Forthcoming, Boston Univ. School of Law Research Paper Forthcoming, Available at SSRN: https://ssrn.com/abstract=4800783 or http://dx.doi.org/10.2139/ssrn.4800783

The Grateful Life | Part 1 | Mark Hoffman

Often the first practical thing we're taught in medical school is the importance of taking a thorough patient history. In this BackTable OBGYN Brief, Dr. Mark Hoffman and Dr. Ted Lee bring us back to the basics and emphasize the importance of conducting a quality patient interview to elucidate symptoms of endometriosis. The physicians first explore the limitations and practicalities of patient surveys, and move on to discuss the importance of thorough history taking along with specific symptoms to look for. The conversation also delves into the diagnostic challenges and delay of diagnosis in endometriosis patients. They explain the role of surgical diagnosis in endometriosis, emphasizing the necessity of listening to and believing patients' experiences with chronic pelvic pain. TIMESTAMPS:  00:00 - Introduction 00:14 - Initial Patient Workup: Surveys and History 01:19 - Key Patient History Indicators 04:24 - Endometriosis Symptoms 07:49 - Treatment Approaches and Surgical Considerations 09:32 - Barriers to Diagnosis CHECK OUT THE FULL EPISODE BackTable OBGYN Ep. 30: Ambulatory Workup of Endometriosis Patients https://www.backtable.com/shows/obgyn/podcasts/30/ambulatory-workup-of-endometriosis-patients

In the modern era of rapid technological progress and AI, the medical community is abuzz with discussions on how medicine will change and how practice will adapt. In this episode of the BackTable OBGYN podcast, hosts Dr. Mark Hoffman and Dr. Amy Park welcome Dr. Arnold Advincula, a leading figure in minimally invasive and robotic surgery, to discuss the evolution and impact of robotic surgery in the field of gynecology. --- SYNPOSIS Dr. Advincula shares his journey from training to pioneering robotic-assisted procedures, emphasizing the benefits and challenges faced along the way. The conversation delves into the future of robotics, including the potential of AI in surgery and the integration of digital tools to enhance surgical outcomes. Listeners gain insights into the importance of ergonomic surgery, the advancements in robotic technology, the future of minimally invasive gynecologic surgery, and the collaborative efforts required to elevate patient care in gynecology. --- TIMESTAMPS 00:00 - Introduction 06:05 - Pioneering Robotic Surgery 12:50 - Challenges and Innovations 24:43 - Allure of Robotic Surgery 28:05 - Challenges in Rural Healthcare 35:00 - Future of Minimally Invasive Surgery 42:00 - Advancements in Surgical Training 43:35 - Ergonomics 49:28 - The Future of Gynecologic Surgery 53:06 - Closing Thoughts --- RESOURCES BackTable OBGYN Ep. 2: Surgeon Ergonomics https://www.backtable.com/shows/obgyn/podcasts/2/surgeon-ergonomics

In this BackTable OBGYN Brief, Dr. Mark Hoffman and Dr. Ted Lee discuss the clinical approach to diagnosing endometriosis through physical exam and imaging, and the collaborative surgical approach to treating it.  Dr. Lee explains the importance of detailed patient history and various examination techniques, including palpation and rectovaginal exams, to identify potential signs of endometriosis. He emphasizes the specificity of these exams in differentiating endometriosis pain from other causes. The discussion also covers the role of imaging, such as MRI, particularly in advanced cases, and the collaborative approach with colorectal surgeons for bowel-related complications. Dr. Lee shares insights on the use of physical therapy and managing musculoskeletal pain related to endometriosis, highlighting the importance of multi-disciplinary care for optimal patient outcomes. TIMESTAMPS 00:00 - Introduction 00:15 - Initial Patient Assessment for Endometriosis 01:00 - Detailed Physical Exam Techniques 07:00 - Imaging and Further Diagnostic Steps 10:55 - Collaborative Surgical Approach CHECK OUT THE FULL EPISODE BackTable OBGYN Ep. 30: Ambulatory Workup of Endometriosis Patients https://www.backtable.com/shows/obgyn/podcasts/30/ambulatory-workup-of-endometriosis-patients

Tess and Brock get to know Henry Wadsworth-Longfellow, the so-called hometown poet of Portland, ME. To find out whether Longfellow's fame is justified, Tess and Brock head down to the Wadsworth-Longfellow house in the center of town. Longfellow wrote his first poem and other works in the house, but the house doesn't just honor him but the whole Longfellow family.Tess and Brock also talk with Ari Gersen, the owner of Longfellow Books in Portland, and ask what the “aura” of the name does for the shop. Does having a great poet's name on the door help sell any books?Mentioned:“The Battle of Lowell Pond” by Henry Wadsworth-Longfellow“The Rainy Day” by Henry Wadsworth-Longfellow“A Psalm of Life” by Henry Wadsworth-Longfellow“The Courtship of Miles Standish” by Henry Wadsworth-Longfellow“The Song of Hiawatha” by Henry Wadsworth-LongfellowLongfellow BooksThe house:Wadsworth-Longfellow house in Portland, METess Chakkalakal is the creator, executive producer and host of Dead Writers. Brock Clarke is our writer and co-host.Lisa Bartfai is the managing producer and executive editor. Our music is composed by Cedric Wilson, who also mixes the show. Ella Jones is our web editorial intern, and Mark Hoffman created our logo. A special thanks to our reader Aidan Sheeran-Hahnel.This episode was produced with the generous support of our sponsors Bath Savings and listeners like you.

Tess and Brock travel to Wiscasset, ME, to investigate the scene of James Weldon Johnson's tragic death in a train accident. Author Russell Rymer gives us a glimpse of Johnson's life as a Black poet, diplomat, novelist, and activist—Johnson was a jack of all trades, master of all. Poet C.S. Giscombe discuss Johnson's The Autobiography of an Ex-Colored Man and finds surprising similarities to the tv cartoon Futurama.Tess and Brock also meet with Melanie K. Edwards, Johnson's great grandniece, who gives some insight into what her famous uncle was doing in Maine in the first place.Mentioned:The Autobiography of an Ex-Colored Man by James Weldon Johnson“We To America” by James Weldon JohnsonGod's Trombones by James Weldon Johnson“Listen Lord, A Prayer” by James Weldon Johnson“Lift Ev'ry Voice and Sing” by James Weldon JohnsonNegro Mountain by C.S. GiscombeAmerican Beach by Russell RymerFuturama (1999)Simpsons (1989)The house:James Weldon Johnson Bench in Wiscasset, METess Chakkalakal is the creator, executive producer and host of Dead Writers. Brock Clarke is our writer and co-host.Lisa Bartfai is the managing producer and executive editor. Our music is composed by Cedric Wilson, who also mixes the show. Ella Jones is our web editorial intern, and Mark Hoffman created our logo. This episode was produced with the generous support of our sponsors Bath Savings and listeners like you.

Tess and Brock dive into the unconventional life of Sarah Orne Jewett by first venturing to Berwick Academy, the school that Jewett attended. As an alum, Jewett was somewhat of a “patron saint”, and there are still students there who read and relate to her wild ways. At Jewett's house, Tess and Brock are fascinated by her desk due to its unexpected position and discuss Jewett's lover, Annie Fields.Marilyn Keith Daily, who works for Historic New England, shares that she became a Jewett fan after starting to work at Jewett's house which proves that stepping foot in an author's home can indeed encourage the need to read.Mentioned:A White Heron and Other Stories by Sarah Orne Jewett”The Angels of Buena Vista” by John Greenleaf WhittierThe Country of the Pointed Firsby Sarah Orne JewettThe house:Sarah Orne Jewett House and Visiting Center in South Berwick, ME Tess Chakkalakal is the creator, executive producer and host of Dead Writers. Brock Clarke is our writer and co-host.Lisa Bartfai is the managing producer and executive editor. Our music is composed by Cedric Wilson, who also mixes the show. Ella Jones is our web editorial intern, and Mark Hoffman created our logo. A special thanks to our reader Colleen Doucette.This episode was produced with the generous support of our sponsors Bath Savings and listeners like you.

Road Trip | Part 7 | Mark Hoffman

In this episode of the BackTable OBGYN podcast, host Dr. Mark Hoffman is joined by MIGS specialist Dr. Uchenna Acholonu to discuss the intricacies of complex gynecologic surgeries, focusing particularly on handling large uteruses during total laparoscopic hysterectomy (TLH). --- SYNPOSIS The discussion begins with talk of the doctors' practices and friendship. They then cover comprehensive patient evaluations and various surgical techniques, including skeletonizing the uterines, colpotomy tricks, uterine manipulators, and morcellation. Dr. Acholonu also shares his personal routines and preferences, including the use of a flexible scope to get around the big uterus. The duo exchange insights on surgical techniques, patient-centered care, and the continuous learning necessary in the medical field. They emphasize the significance of safety, adequate planning, and the benefits of engaging in community networks for better surgical outcomes. The conversation concludes with a light-hearted note on their shared experiences and camaraderie, offering both educational value and a glimpse into the dynamic relationship between two seasoned professionals. --- TIMESTAMPS 00:00 - Introduction 04:01 - Building a Subspecialty Practice 07:34 - Patient Referrals 12:41 - Surgical Approach 16:06- The Big Uterus 28:36 - Surgical Steps in TLH, Skeletonizing the Uterines 32:56 - Challenges and Solutions 36:49 - Energy Sources and Surgical Tools 42:34 - Colpotomy 44:43 - Tissue Extraction and Morcellation 50:27 - Closing and Post-Operative Care 52:05 - Use of Lupron 53:16 - Final Thoughts

Road Trip | Part 4 | Mark Hoffman

Hosts Dr. Mark Hoffman and Dr. Amy Park invite Dr. Vadim Morozov, a minimally invasive gynecologic surgeon at MedStar Washington Hospital Center, to discuss the applications and implications of artificial intelligence (AI) in gynecologic surgery both currently and in the future. --- SYNPOSIS Dr. Morozov shares his insights on the basics of AI as well as how it is currently being used in medicine and research. He shares his experiences working with AI to develop algorithms for robotic gynecologic procedures. Furthermore, he predicts the direction AI is going in medicine and highlights the complexities and ethical considerations of integrating AI into medical practice. The conversation delves into the advancements, potentials, and concerns surrounding AI, addressing its impact on surgery, privacy, and the future of medical practice. --- TIMESTAMPS 00:00 - Introduction 03:52 - AI in Gynecologic Surgery 06:10 - Understanding AI Basics 13:24 - AI in Medical Applications 17:09 - Future of AI in Medicine 33:24 - AI in Surgery 45:10 - Data and Privacy Concerns 57:35 - Call to Action: Get Involved --- RESOURCES BUMP Study: Goodday, S.M., Karlin, E., Brooks, A. et al. Better Understanding of the Metamorphosis of Pregnancy (BUMP): protocol for a digital feasibility study in women from preconception to postpartum. npj Digit. Med. 5, 40 (2022). https://doi.org/10.1038/s41746-022-00579-9

WealthTech in the Weeds is a series covering the broad yet critical path to financial services. The goal is to get together with industry experts and get into the details of building an effective, productive, coordinated, and comprehensive advice system. The wealth management industry is moving away from individual products and strategies and shifting toward a more coordinated approach with comprehensive advice systems that incorporate the entire scope of investors' household accounts. Firms like Franklin Templeton and LifeYield are at the forefront of this evolution, leveraging technology and partnerships to provide better financial outcomes for clients and advisors. In this episode, Jack talks with Roger Paradiso, Global Head of Advisor Portfolio & Technology Solutions at Franklin Templeton and Executive Chairman at O'Shaughnessy Asset Management, and Mark Hoffman, Co-Founder and CEO of LifeYield. They discuss the shift in the wealth management industry toward a more coordinated approach to improving financial outcomes for clients. Roger highlights Franklin Templeton's comprehensive advice capabilities, focusing on personalization, customization, and curation of solutions. Mark talks about LifeYield's role in connecting and optimizing various capabilities to create better portfolios and solutions. Key Takeaways [02:34] - Franklin Templeton's asset management strategies and solutions. [06:00] - The acquisition of O'Shaughnessy Asset Management. [07:29] - Investing in Eaglebrook Advisors. [08:49] - Franklin Templeton's innovative investment strategies. [10:57] - Franklin Templeton's technology integration. [14:02] - Franklin Templeton's collaborative solutions across financial networks. [22:06] - Optimizing investment strategies to improve client outcomes. [27:54] - Franklin Templeton's custom wealth solutions. [33:49] - How LifeYield helps partners generate tax alpha. [36:07] - Roger and Mark's key takeaways. Quotes [03:18] - "While our core belief in business is always around the manufacturing of great investment solutions and products, if you really want to remain relevant in the industry going forward, you need to do more than that. You always need to have core products, great investment performance, and a broad swath of solutions." ~ Roger Paradiso [08:49] - "Franklin Templeton has assembled all the right pieces to create customized strategies and advice for financial advisors." ~ Mark Hoffman [36:07] - "Our business is evolving fast. Technology is becoming more powerful, and clients demand a much higher level of relationship and solution." ~ Roger Paradiso [36:34] - "We see the retirement market evolving at a hastened pace. This retirement advice, the wheel of wealth, and the client's choices to customize their solution to get a better outcome is the key for any firm in the wealth management space to be aware of." ~ Mark Hoffman Links  Roger Paradiso on LinkedIn Mark Hoffman on LinkedIn Franklin Templeton O'Shaughnessy Asset Management Eaglebrook Advisors Paul Samuelson Goals Optimization Engine (GOE®) | Franklin Templeton Portfolio Analytics Tool | Franklin Templeton Franklin Templeton Investment Solutions Franklin Templeton Academy Morningstar EY Vanguard Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Road Trip | Part 2 Vision Weekend | Mark Hoffman, Dave Gruhn

Today we take a look at how the state of Wisconsin qualifies athletes to their outdoor state track and field meet. *Fun Fact: In lieu of a meet of champions after the official state meet, Wisconsin hosts a Freshman State Invitational where any freshman can run in a high caliber competition!