Podcasts about mba

Sometimes retirement planning is not about optimization. It is about rebuilding.In this episode, Ari Taublieb, CFP®, responds to a voicemail from a 52 year old widow whose life changed overnight. The plan she once built with her spouse no longer applies, but the desire to retire early and live intentionally is still there.On paper, she is in a strong position. Over $2.5 million saved across retirement accounts, no debt, a paid off home, and relatively low spending. The question is not whether she can retire. It is how to navigate the years before 59 and a half, when most of her money is not easily accessible.Ari walks through the real constraint. It is not total wealth. It is flexibility. With limited funds in a brokerage account, generating income in the early years requires careful coordination. That could mean drawing from taxable assets, adjusting spending, or continuing part-time work not out of necessity, but as a bridge that preserves long-term growth.But the deeper conversation goes beyond numbers.After a loss like this, the goal is not to build the most efficient plan possible. It is to build a life that feels meaningful again. Travel. Volunteering. Creating structure and purpose. The financial plan exists to support that, not replace it.There is also a quiet risk that shows up in moments like this. Playing it too safe. Delaying experiences out of fear of running out later, only to realize those early years were the ones that mattered most.The takeaway is simple. A good plan adapts when life changes. A great plan makes space for what matters now, not just what might matter decades from now.--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA  is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

In this week's MBA Admissions podcast we began by discussing the upcoming events Clear Admit is hosting. We plan to do a livestream event on Tuesday, September 1, ahead of the Round 1 deadlines. This event is for participants to ask any questions they have for their Round 1 strategy. Graham and Alex will be hosting, as usual. We hope to roll out these livestream events on a monthly schedule. Later in September, Clear Admit will also host several more webinar events featuring admissions professionals from the top MBA programs. Signups for those events are here: https://www.clearadmit.com/events Graham highlighted a recently published article that focuses on Chicago / Booth's new research center for supply chain and applied technologies. Graham also noted an admissions tip detailing how to identify and prepare recommenders for the MBA admissions process. Clear Admit continues its Adcom Q&A series. This week Graham notes a written and a podcast Q&A from Berkeley / Haas. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries: This week's first MBA admissions candidate has a 3.73 GPA and 675 GMAT. They have what appears to be strong work experience and some decent entrepreneurial experience. This week's second MBA applicant is seeking to pivot away from the Oil and Gas sector. They are from Pakistan and have more than 11 years of experience. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

In this episode, Alyssia Crews, MBA, FACHE, Vice President of Orlando Health Cancer Institute, joins the podcast to discuss expanding access to cancer care and improving clinical access for patients across the communities the institute serves. She shares insights on addressing workforce and staffing challenges, as well as the key operational and strategic issues oncology leaders are navigating to deliver high-quality, patient-centered care in a rapidly evolving healthcare landscape.

Sriram is a Certified Independent Director (IICA) and Corporate Governance Practitioner with 20+ years of experience across india, APAC, US, and UK; an MBA and B Tech (IT), certified in Al Security & Governance, Cybersecurity, and DPDPA, and published author on corporate governance and Al. Website: https://www.sriramvijayakumar.com  LinkedIn: https://www.linkedin.com/in/sriram-vijayakumar-id/ CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!

Elder Scott N. Taylor is a professor of Organizational Behavior holding the Arthur M. Blank Endowed Chair for Values-Based Leadership at Babson College, having previously taught at Boston University and the University of New Mexico. He holds a bachelor’s degree in Spanish from Brigham Young University as well as an MBA and a Ph.D. in Organizational Behavior from Case Western Reserve University. An award-winning educator and researcher whose work centers on leader assessment, executive coaching, and emotional competence, Scott has authored numerous scholarly publications and consulted internationally with dozens of major companies and government entities. Elder Taylor has served as an Area Seventy since 2022. His Church service includes callings as a missionary in the Spain Bilbao Mission, young single adult branch president, bishop, high councilor, stake presidency counselor, and stake president. Scott married Ashley Anne Boyter and they are the parents of four children and reside in Franklin, Massachusetts. Watch the video and share your thoughts in the Zion Lab community Transcript available with the video in the Zion Lab community Highlights Scott discusses the intersection of organizational behavior and church leadership. He shares insights on effective leadership qualities, the importance of creating a positive environment, and the balance between achieving goals and fostering relationships within church communities. Key Insights Outward Focus: Effective leaders prioritize the needs and well-being of others, creating a connection that fosters trust and engagement. Positive Environment: Leaders should cultivate a supportive and uplifting atmosphere, which enhances motivation and collaboration among members. Relational Leadership: Leadership is fundamentally relational; outstanding leaders are not necessarily the most technically skilled but excel in building relationships and fostering a sense of belonging. Cognitive Dynamics: The brain’s analytical and empathetic networks are antagonistic; leaders must be aware of emotional climates to encourage creativity and openness rather than stress and defensiveness. Charisma vs. Competence: Charismatic leaders can inspire hope, but relying solely on charisma can lead to overlooking effective leadership qualities that are not immediately visible. Leadership Applications Storytelling: Latter-day Saint leaders can use personal stories to illustrate the impact of ministering, helping members connect emotionally and understand the importance of their roles in the community. Cultural Focus: By emphasizing a culture of belonging and support, leaders can motivate members to engage in ministering efforts naturally, rather than through pressure or performance metrics. Awareness of Bias: Leaders should recognize their biases when selecting individuals for leadership roles, ensuring that they look beyond charisma and traditional expectations to identify those who truly embody the principles of effective leadership. The award-winning Leading Saints Podcast is one of the top independent Latter-day Saints podcasts as part of nonprofit Leading Saints’ mission to help Latter-day Saints be better prepared to lead. Find Leadership Tools, Courses, and Community for Latter-day Saint leaders in the Zion Lab community. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Reyna and Elena Aburto, Liz Wiseman, Stephen M. R. Covey, Benjamin Hardy, Elder Alvin F. Meredith III, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, Lynn G. Robbins, J. Devn Cornish, Bonnie Oscarson, Dennis B. Neuenschwander, Kirby Heyborne, Taysom Hill, Coaches Jennifer Rockwood and Brandon Doman, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, Ganel-Lyn Condie, Michael Goodman, Wendy Ulrich, Richard Ostler, and many more in over 800 episodes. Discover podcasts, articles, virtual conferences, and live events related to callings such as the bishopric, Relief Society, elders quorum, Primary, youth leadership, stake leadership, ward mission, ward council, young adults, ministering, and teaching.

— What separates those who thrive from those who remain stuck? Is success determined by talent, circumstances, or something deeper?  In today's conversation, we explore the power of mindset and how the way we think shapes the way we live. We'll discuss how limiting beliefs can quietly hold us back, why resilience is often more important than talent, and how our thoughts, emotions, and daily habits influence the results we create in our lives. We'll also dive into the relationship between mindset, manifestation, and purposeful action—examining how lasting transformation occurs when we align our vision with consistent effort. Along the way, we'll explore practical tools for overcoming self-doubt, navigating setbacks, cultivating confidence, and developing the mental resilience needed to pursue our dreams. At its heart, this conversation is about becoming the person capable of creating the life you desire—not through luck or circumstance, but through intentional awareness, growth, and action. It is an invitation to discover how changing your mindset can open the door to greater success, fulfillment, meaning, and joy. Valeria sits with Alexander Pelley — He is the author of  "The Champion's Mindset: Unlocking The Power Of Positive Thinking, Manifestation, Success."  Alexander (Alex) Pelley is a global mindset and business strategist and the international best-selling author of The Champion's Mindset. He is a certified speaker and coach with Maxwell Leadership and the Brave Thinking Institute, holds an MBA from Edinburgh Business School, and completed the Marketing Strategy program at Cornell University. Over the past 20 years, Alex has coached business executives to achieve extraordinary levels of success, and following a profound personal tragedy, he dove into in-depth research on mindset, neuroscience, and performance. He now combines these experiences to help leaders and high performers unlock breakthrough results in both business and life. Today, he empowers entrepreneurs, executives, and elite performers with the Champion's Mindset—a practical framework for mental resilience, clarity, and peak performance. To learn more about Alexander Pelley and his work, please visit: https://alexanderpelley.com/

In this episode, Cory Connors welcomes back longtime friend of the show Ryan Fox from Bloomberg Intelligence for his fourth or fifth appearance. Ryan shares how he stumbled into the corrugated industry by accident in 2010 after a career detour through ministry and fitness equipment sales, and how he eventually landed at Bloomberg Intelligence in 2020 to cover the industry full time. The conversation dives deep into Ryan's one-of-a-kind Box Makers' Certificate (BMC) collection, the surprising history behind why BMCs exist at all, and what's really driving corrugated demand (or the lack of it) in 2025. Key Topics Discussed: Ryan's winding path into corrugated: ministry, fitness equipment sales, an MBA in innovation management, and a chance connection into a box plant sales jobHow Ryan became a full-time industry analyst at Bloomberg Intelligence starting April 1, 2020Ryan's collection of over 500 Box Makers' Certificates (BMCs), how he organizes and classifies them, and his "This Old Box" LinkedIn seriesThe 100+ year history of the BMC: corrugated's origins in the late 1890s, Robert Gare's accidental invention, and Sam Langston's early corrugating machineThe 1914 Pridham decision, railroad price gouging, and how Rule 41 created the need for box certificationThe 1960s shift with NMFC Item 222 and how the 42-lb kraft linerboard / 26-lb semi-chemical medium index shaped "should-cost" pricing for 200-lb Mullen boardThe industry's move from Mullen to ECT (Edge Crush Test) starting in 1990, and why 32 ECT (C-flute) dominates as the commodity grade for single-wall boxesThe science of box strength: the McKee formulation, predicting ECT from paper properties, and tools like the Chalmers Dynamic Stiffness TesterBehind-the-scenes craftsmanship: corrugator operations, die-mounting, flexographic print plates, and why a cutting die can cost $5,000The value of skilled trades on the plant floor and the case for box buyers to tour a corrugated plant2025 industry trends: square footage of boxes produced matching 1994 levels, the impact of offshoring pre-packaged imports, and 400,000+ open U.S. manufacturing jobsWages and opportunity in box plants, from $22/hour entry-level to $35/hour for skilled press operatorsWhy corrugated demand spiked during the pandemic and has since receded: shifting consumer spending, GLP-1 drugs, e-commerce paper mailers, and macro headwinds like conflict in Iran and rising freight and gas pricesOutlook for corrugated volume heading into the next 12-18 monthsResources Mentioned:Bloomberg IntelligenceFibre Box Association dataLinkedIn: Ryan FoxLinkedIn: BloombergContact: Listeners interested in Bloomberg Intelligence's corrugated and box industry research can reach out to Ryan Fox.Support our Sponsors Learn more here:- 3M- Specright- Forest Thank you for tuning in to Sustainable Packaging with Cory Connors!https://anewearthproject.com/collections/new-earth-approvedConnect with CoryConnect with Cory on LinkedIn here: https://www.linkedin.com/in/cory-connors/I'm here to help you make your packaging more sustainable! Reach out today and I'll get back to you asap. This podcast is an independent production and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2022.

Sriram is a Certified Independent Director (IICA) and Corporate Governance Practitioner with 20+ years of experience across india, APAC, US, and UK; an MBA and B Tech (IT), certified in Al Security & Governance, Cybersecurity, and DPDPA, and published author on corporate governance and Al. Website: https://www.sriramvijayakumar.com  LinkedIn: https://www.linkedin.com/in/sriram-vijayakumar-id/ CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!

"The most important thing for a leader, in my view, is integrity." "You need to be hands-on, but then you need to delegate." "If this fails, ultimately, the accountability sits with me." "Culture is something that all of us jointly develop and nurture." "At the end of the day, you have to own your decisions, so you cannot just let AI make   Noriko Sasaki is Country Head of Checkout.com Japan, leading the UK-based payment service provider's expansion in the Japanese market. Checkout.com helps online merchants, gaming companies and digital platforms process payments, improve acceptance rates, receive settlement funds and use payments as a driver of growth and profitability. Sasaki was born in Saitama and spent part of her childhood in Los Angeles when her father was assigned to American Honda. Returning to Japan as a teenager, she rebuilt her Japanese literacy, entered a leading Tokyo high school through a returnee pathway and later studied political science at Waseda University. She began her career in international consulting, working on business-process reengineering and SAP implementation, before earning an MBA from Carnegie Mellon University. After returning to Japan, she worked at Walt Disney and then spent close to twenty years at Citibank, where she led major sales operations and participated in the historic transfer of Citi's Japanese retail-banking business into SMBC Trust Bank. She later held roles at Accenture, PwC and a Japanese consulting start-up before joining Checkout.com in November 2024. Her career combines consulting discipline, financial-services leadership, operational transformation, bicultural communication and a long-standing commitment to advancing women in leadership.   Noriko Sasaki's leadership journey has been shaped by repeated transitions across cultures, industries and organisational models. Born in Japan and raised partly in Los Angeles, she returned at fifteen with strong spoken Japanese but limited reading ability. Re-entering the Japanese education system required intensive study, adaptability and resilience. That bicultural experience later became a professional advantage, allowing her to move between Japanese context and international corporate expectations. After studying political science at Waseda University, Sasaki entered international consulting, where she worked on business-process reengineering, operational standardisation and SAP implementation. She eventually questioned whether advice based mainly on frameworks was enough without experience inside a company. An MBA at Carnegie Mellon gave her a broader business foundation, after which she returned to Japan, joined Walt Disney and then moved into banking through a major Citi integration project. Her first substantive people-management role came at Citi. The team was small and entirely female, and one early challenge was managing someone older, more experienced and more knowledgeable about banking. Sasaki responded with humility and respect rather than relying on title. She clarified that both people had different responsibilities, maintained a continuous dialogue and focused the team on a shared goal. That approach became a recurring leadership principle: alignment requires over-communication, clear accountability and respect for expertise at every level. Sasaki later led Citi's branch sales organisation and became closely involved in the transfer of the Japanese retail bank into SMBC Trust Bank. The experience taught her how to translate vision into strategy, strategy into action and action into clearly assigned responsibility. She also learned that senior leaders cannot remain distant from operations. At times, she worked directly on front-line tasks and took customer calls to understand the real issues. The challenge is to remain sufficiently hands-on to retain credibility while delegating enough to expand the organisation's capacity. Her delegation model is structured rather than passive. Before assigning work, she checks the timeline, capacity, assumptions and direction. She asks for interim updates well before completion so that course corrections do not arrive at the final moment and destroy motivation. The employee retains room to execute, but Sasaki remains accountable for the outcome. That air cover matters in a Japanese environment where fear of mistakes can discourage initiative. Innovation similarly depends on lowering the barrier to contribution. Sasaki uses brainstorming rules that give everyone an equal opportunity to speak and explicitly reject the idea of a stupid suggestion. She reminds teams that improvement does not always require a dramatic zero-to-one breakthrough. A small change from 1.0 to 1.1 can still create meaningful value. This framing is especially useful in Japan, where perfectionism, hierarchy, seniority and concern about losing face can suppress ideas before they are voiced. Trust, in Sasaki's view, is built through the smallest commitments. If she casually promises dinner, she records it and follows through. Technology helps her remember birthdays, promises and relationship milestones, but the principle is behavioural consistency. Blaming someone when something goes wrong can destroy trust immediately. Leaders therefore need to own consequences, support people through difficulties and demonstrate that accountability flows upward as well as downward. At Checkout.com, Sasaki works within global operating principles while adapting them to Japan. A principle such as 'talk straight' cannot simply be imported as blunt communication. Honesty must remain, but the method should fit the individual and the high-context Japanese environment. She rejects the notion of building a personal empire around the country head. Culture should survive the leader and be jointly developed by everyone, because engagement is a shared responsibility. Her advice to expatriate leaders is to be patient, recognise the depth of context behind Japanese communication and keep searching for channels through which people can contribute. She also urges them to enjoy Japan beyond the office. For women seeking leadership, she stresses sponsors, internal and external networks, authentic behaviour and the willingness to accept promotion as a means of influencing change for others, not merely pursuing personal ambition. Sasaki's leadership definition rests on four pillars: integrity, vision, communication and accountability. AI can strengthen decision intelligence by processing more information and highlighting options, but leaders must still judge relevance and own the final decision. AI also creates a human-capital challenge: when routine work collapses from 100 hours to ten, leaders need a vision for the capacity released. People should be treated as capital and sources of ideas, not simply as costs to eliminate. Q&A Summary What makes leadership in Japan unique? Leadership in Japan operates inside a high-context culture where a spoken sentence rarely contains the entire message. Sasaki advises leaders to consider background relationships, informal communication and the time people need to digest information before responding. Silence does not necessarily indicate disengagement, and an immediate answer may not be realistic when employees are trying to avoid mistakes. Hierarchy, age, tenure and gender can also influence who feels entitled to speak. Effective leaders create equal opportunities for contribution, clarify expectations and adapt the communication method to the individual without compromising honesty. Why do global executives struggle? Global executives often struggle because they import behavioural principles without local adaptation. A global instruction to 'talk straight', for example, can be interpreted as permission for bluntness, even though direct confrontation may shut down dialogue in Japan. Leaders also underestimate how much patience, explanation and relationship-building are required. Sasaki recommends resisting the urge to judge delayed responses as resistance. Foreign executives should search for different communication channels and recognise that Japanese colleagues often have valuable ideas but may lack confidence in English or fear offering unverified information. Is Japan truly risk-averse? Japan's reluctance to take risk is closely connected to perfectionism, accountability and fear of public error. Sasaki lowers this barrier by making delegation explicit, requesting early updates and accepting ultimate accountability when an initiative fails. She also reframes innovation as incremental improvement rather than demanding a revolutionary breakthrough. An idea that improves a process from 1.0 to 1.1 is still worthwhile. When leaders demonstrate that there are no stupid ideas and that people will be supported rather than blamed, employees become more willing to test improvements and leave the safety of established routines. What leadership style actually works? Sasaki's style balances humility, structure and hands-on credibility. When managing people with greater age or technical experience, she respects what they know while remaining clear about her own role. She aligns people around mission, breaks vision into strategy and action, and specifies responsibility, including her own. She will enter the operation to understand reality, but she does not remain there permanently. Delegation succeeds when people know the direction, assumptions, deadline and escalation points. The leader provides support, receives interim updates and owns the consequence without micromanaging every step. How can technology help? Technology supports both Checkout.com's payment business and Sasaki's leadership practices. Payments data can help merchants improve profitability and growth, while productivity tools help leaders keep promises and maintain relationships through reminders and accurate follow-up. AI extends this further by processing a much larger volume of information and supporting decision intelligence, scenario development and contingency planning. Sasaki nevertheless draws a clear boundary: AI can provide evidence and insights, but leaders must determine what is relevant and own the decision. Technology should strengthen judgement rather than replace responsibility. Does language proficiency matter? Language proficiency matters because Japanese is a high-context language and much meaning sits in nuance, implication and relationship history. At the same time, Sasaki believes communication is possible even when English proficiency is limited, provided there is patience and genuine will on both sides. Leaders should use multiple channels, allow preparation and avoid assuming that difficulty expressing an idea means the person has nothing to contribute. Her own bicultural background demonstrates the value of moving between languages and contexts, but the deeper skill is creating enough psychological safety for people to keep trying. What's the ultimate leadership lesson? The ultimate leadership lesson is to act with integrity and accept accountability. Sasaki believes leaders must consistently do what is right for the company, customers, society and other people. Vision gives direction; communication enables others to understand it; accountability assures employees that the leader has their back. Culture should not become a personality cult or depend on one country head. It should be jointly developed, durable and grounded in shared behavioural principles. Leadership is therefore not personal dominance, but consistent stewardship that allows others to act, learn and contribute. Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have also been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). In addition to his books, Greg publishes daily blogs on LinkedIn, Facebook, and Twitter, offering practical insights on leadership, communication, and Japanese business culture. He is also the host of six weekly podcasts, including The Leadership Japan Series, The Sales Japan Series, The Presentations Japan Series, Japan Business Mastery, and Japan's Top Business Interviews. On YouTube, he produces three weekly shows — The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews — which have become leading resources for executives seeking strategies for success in Japan.

What if the skills forged in chaos aren't flaws to fix, but the strengths our brittle systems need? Art Wilson knows chaos intimately. He's lived through homelessness, addiction, and incarceration—and discovered something most leaders miss: excellence doesn't live in the safe center. It's born at the edge of chaos, where complexity scientists say we're most adaptive. Through raw, lived stories, Art reveals how chaos trains the skills most organizations and communities desperately need: rapid trust-building, instant threat assessment, and finding resources where others see nothing. He explores the “edge of chaos”, that fertile zone between order and disorder where innovation and resilience emerge. Wilson brings lived experience from both sides of this edge, from years of homelessness, addiction and incarceration to an MBA and leadership in nonprofits and business. Drawing on work in shelters, prisons and reentry programs, he offers a clear systems lens for staying adaptive without losing structure. He is a graduate of Nebraska Wesleyan.

Welcoming Shruthi Vijay Kumar, coach, facilitator andeducator based in Aotearoa New Zealand, to Purposely Podcast. Shruthi works with leaders and organisations trying to shiftfrom extractive to more regenerative ways of working. She draws on indigenous, eastern and western knowledge traditions to do it. She holds an MBA from Oxford, has worked with the World Economic Forum, taught at AUT, and foundedthe Fire Circle, a space for cross-cultural wisdom bringing together indigenous elders from around the world with leaders in business, education and community. This conversation starts with pain. Shruthi was a highachiever who found her way into a blue chip consulting firm in Melbourne, only to be sat down by a senior partner and told her performance was not where it needed to be. She talks openly about what that did to her, the tears, thecollapse of external validation, and the long process of rebuilding a sense of worth that did not depend on how a company reviewed her every few months. Thatexperience, she says, set her free. Rather than waiting for conditions to change or for someone to give her permission, she left and went to India to work for a small education startup trying to reimagine curriculum throughstorytelling. It was, she says, the most aligned she had ever felt. From there, a career took shape that sits at the intersection of inner work and outer impact. Shruthi trained as a coach fromher mid-twenties, drawn to a discipline that holds space for people to find their own answers rather than being told what to think. She is clear that the most important thing she has brought to that work is her own inner journey, including time in ashrams in India, with a mindfulness community in theCoromandel, and with spiritual teachers whose presence, she says, has helped her meet the grief and pain that clients bring. The Fire Circle grew out of the COVID period, when Shruthiand three colleagues from Australia, New York and Arnhem Land asked what it would look like to elevate indigenous and pre-colonial wisdom in conversations about business, leadership and how to build back differently. The circle nowhas eight or nine elders from around the world. It has run online gatherings, retreats with climate leaders, and guest lectures at business schools. The animating idea is that nature is not one priority among many. It is the foundation on which everything else rests. This episode of Purposely is brought to you by Benevityand Trust Investments.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Robert Fitzpatrick. A Navy veteran, business consultant, fraternity brother (ΩΨΦ), and now the owner reviving his family’s historic Texas barbecue legacy. The conversation dives deeply into Fitzpatrick’s upbringing, his father’s groundbreaking barbecue business in 1950s Texas, his educational and military journey, his corporate career, and his decision to launch Dewey’s Barbecue Market in Skokie, Illinois—honoring his father’s original recipes and values. The interview blends entrepreneurship, legacy, cultural history, and personal transformation, while highlighting the courage of Fitzpatrick’s father and the humility and faith-driven foundation of his family. Purpose of the Interview The interview aims to: 1. Inspire entrepreneurship and legacy-building Fitzpatrick’s story showcases how family heritage and values can shape a business vision across generations. 2. Highlight resilience, faith, and leadership His upbringing in a household rooted in Christian humility, strong expectations, and boundary-breaking courage provides a blueprint for character-driven success. 3. Educate listeners on transitioning careers Fitzpatrick exemplifies pivoting from engineering and corporate consulting to pursuing passion-driven entrepreneurship. 4. Promote Dewey’s Barbecue Market The interview introduces the Chicago-area community—especially the Skokie region—to his upcoming restaurant built on a 70-year-old Texas barbecue tradition. Key Takeaways 1. A powerful family legacy rooted in courage Fitzpatrick’s father, Dewey, opened a barbecue restaurant in 1951—before desegregation—and insisted that Blacks and whites could eat together. He enforced respect and safety in his establishment, even confronting racist patrons. 2. Education was non-negotiable in the Fitzpatrick household Robert is the youngest of seven siblings, all college graduates; five hold master’s degrees. He himself holds an MBA and an MS in Management Information Systems. 3. A bridge between technology and business Fitzpatrick spent decades in consulting with major firms (EDS, Dell, Arthur Andersen, KPMG) focusing on business process improvement. His dual MS/MBA made him a translator between tech and finance. 4. Military discipline shaped his personal and professional life Served in the U.S. Navy from 1986–1990, plus reserve duty (including deployment to Iraq). Balanced military service with graduate studies and advancing his corporate career. 5. A calling to revive his father’s barbecue His wife recognized his talent early, telling him for years he should be barbecuing. A shortage of good Texas barbecue in Virginia pushed him to recreate his father’s recipes. 6. Skokie, Illinois: the ideal launchpad After moving to the Great Lakes Naval Base area for a federal role, Fitzpatrick began scouting locations. Skokie offered: active support from city leadership grants an ideal building community enthusiasm 7. Dewey’s Barbecue Market offerings Meats: brisket, sausage, hot links, smoked boudin (monthly special) Sides: potato salad (egg/mayo base), pineapple vinegar coleslaw, fried okra, smoked pinto beans Desserts: apple cobbler, blueberry cobbler, sweet potato pie, possibly fried pies Bread: sliced “light bread” for dipping—traditional Texas style Experience: dine-in with 60s–80s “feel-good” music 8. A commitment to doing things the right way Fitzpatrick refuses to launch unless he can deliver “the best product on the planet.” Focuses on simplicity, authenticity, and quality. Notable Quotes About his father and legacy “He said anybody who wants to eat here can eat here.”(His father defying segregation laws in the 1950s.) “I can call an undertaker or an ambulance. Which one do you prefer?”(Dewey enforcing respect from a belligerent white customer.) “That was my barbecue.”(On being raised around his father’s legendary pit.) About family and humility “We are firmly rooted in Christ. If you try to get too big, He has a way of humbling you.” “Seven kids, all with degrees… that’s normal to you. But we know that’s not normal.”(McDonald highlighting the family’s extraordinary achievement.) About his calling “If I didn’t think I was bringing the best product on the planet, I wouldn’t even do it.” “My wife tasted the barbecue and said, ‘This is what you need to be doing.’” About launching in Skokie “They really want me to be there… the economic development team didn’t treat it like just another restaurant.” Short 3–5 Sentence Summary (For Quick Use) In his interview with Rushion McDonald, Robert Fitzpatrick shares his journey from Navy veteran and Fortune 500 consultant to entrepreneur reviving his family’s historic Texas barbecue. He describes growing up with a courageous father who defied segregation in 1951 by serving Black and white customers together, and a family culture steeped in education, discipline, and humility. Fitzpatrick’s passion for barbecue and encouragement from his wife led him to bring his father’s 70-year-old recipes to Skokie, Illinois through Dewey’s Barbecue Market. The interview emphasizes legacy, faith, courage, and the pursuit of purpose. #SHMS #STRAW #BEST #AMISee omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Robert Fitzpatrick. A Navy veteran, business consultant, fraternity brother (ΩΨΦ), and now the owner reviving his family’s historic Texas barbecue legacy. The conversation dives deeply into Fitzpatrick’s upbringing, his father’s groundbreaking barbecue business in 1950s Texas, his educational and military journey, his corporate career, and his decision to launch Dewey’s Barbecue Market in Skokie, Illinois—honoring his father’s original recipes and values. The interview blends entrepreneurship, legacy, cultural history, and personal transformation, while highlighting the courage of Fitzpatrick’s father and the humility and faith-driven foundation of his family. Purpose of the Interview The interview aims to: 1. Inspire entrepreneurship and legacy-building Fitzpatrick’s story showcases how family heritage and values can shape a business vision across generations. 2. Highlight resilience, faith, and leadership His upbringing in a household rooted in Christian humility, strong expectations, and boundary-breaking courage provides a blueprint for character-driven success. 3. Educate listeners on transitioning careers Fitzpatrick exemplifies pivoting from engineering and corporate consulting to pursuing passion-driven entrepreneurship. 4. Promote Dewey’s Barbecue Market The interview introduces the Chicago-area community—especially the Skokie region—to his upcoming restaurant built on a 70-year-old Texas barbecue tradition. Key Takeaways 1. A powerful family legacy rooted in courage Fitzpatrick’s father, Dewey, opened a barbecue restaurant in 1951—before desegregation—and insisted that Blacks and whites could eat together. He enforced respect and safety in his establishment, even confronting racist patrons. 2. Education was non-negotiable in the Fitzpatrick household Robert is the youngest of seven siblings, all college graduates; five hold master’s degrees. He himself holds an MBA and an MS in Management Information Systems. 3. A bridge between technology and business Fitzpatrick spent decades in consulting with major firms (EDS, Dell, Arthur Andersen, KPMG) focusing on business process improvement. His dual MS/MBA made him a translator between tech and finance. 4. Military discipline shaped his personal and professional life Served in the U.S. Navy from 1986–1990, plus reserve duty (including deployment to Iraq). Balanced military service with graduate studies and advancing his corporate career. 5. A calling to revive his father’s barbecue His wife recognized his talent early, telling him for years he should be barbecuing. A shortage of good Texas barbecue in Virginia pushed him to recreate his father’s recipes. 6. Skokie, Illinois: the ideal launchpad After moving to the Great Lakes Naval Base area for a federal role, Fitzpatrick began scouting locations. Skokie offered: active support from city leadership grants an ideal building community enthusiasm 7. Dewey’s Barbecue Market offerings Meats: brisket, sausage, hot links, smoked boudin (monthly special) Sides: potato salad (egg/mayo base), pineapple vinegar coleslaw, fried okra, smoked pinto beans Desserts: apple cobbler, blueberry cobbler, sweet potato pie, possibly fried pies Bread: sliced “light bread” for dipping—traditional Texas style Experience: dine-in with 60s–80s “feel-good” music 8. A commitment to doing things the right way Fitzpatrick refuses to launch unless he can deliver “the best product on the planet.” Focuses on simplicity, authenticity, and quality. Notable Quotes About his father and legacy “He said anybody who wants to eat here can eat here.”(His father defying segregation laws in the 1950s.) “I can call an undertaker or an ambulance. Which one do you prefer?”(Dewey enforcing respect from a belligerent white customer.) “That was my barbecue.”(On being raised around his father’s legendary pit.) About family and humility “We are firmly rooted in Christ. If you try to get too big, He has a way of humbling you.” “Seven kids, all with degrees… that’s normal to you. But we know that’s not normal.”(McDonald highlighting the family’s extraordinary achievement.) About his calling “If I didn’t think I was bringing the best product on the planet, I wouldn’t even do it.” “My wife tasted the barbecue and said, ‘This is what you need to be doing.’” About launching in Skokie “They really want me to be there… the economic development team didn’t treat it like just another restaurant.” Short 3–5 Sentence Summary (For Quick Use) In his interview with Rushion McDonald, Robert Fitzpatrick shares his journey from Navy veteran and Fortune 500 consultant to entrepreneur reviving his family’s historic Texas barbecue. He describes growing up with a courageous father who defied segregation in 1951 by serving Black and white customers together, and a family culture steeped in education, discipline, and humility. Fitzpatrick’s passion for barbecue and encouragement from his wife led him to bring his father’s 70-year-old recipes to Skokie, Illinois through Dewey’s Barbecue Market. The interview emphasizes legacy, faith, courage, and the pursuit of purpose. #SHMS #STRAW #BEST #AMISupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Robert Fitzpatrick. A Navy veteran, business consultant, fraternity brother (ΩΨΦ), and now the owner reviving his family’s historic Texas barbecue legacy. The conversation dives deeply into Fitzpatrick’s upbringing, his father’s groundbreaking barbecue business in 1950s Texas, his educational and military journey, his corporate career, and his decision to launch Dewey’s Barbecue Market in Skokie, Illinois—honoring his father’s original recipes and values. The interview blends entrepreneurship, legacy, cultural history, and personal transformation, while highlighting the courage of Fitzpatrick’s father and the humility and faith-driven foundation of his family. Purpose of the Interview The interview aims to: 1. Inspire entrepreneurship and legacy-building Fitzpatrick’s story showcases how family heritage and values can shape a business vision across generations. 2. Highlight resilience, faith, and leadership His upbringing in a household rooted in Christian humility, strong expectations, and boundary-breaking courage provides a blueprint for character-driven success. 3. Educate listeners on transitioning careers Fitzpatrick exemplifies pivoting from engineering and corporate consulting to pursuing passion-driven entrepreneurship. 4. Promote Dewey’s Barbecue Market The interview introduces the Chicago-area community—especially the Skokie region—to his upcoming restaurant built on a 70-year-old Texas barbecue tradition. Key Takeaways 1. A powerful family legacy rooted in courage Fitzpatrick’s father, Dewey, opened a barbecue restaurant in 1951—before desegregation—and insisted that Blacks and whites could eat together. He enforced respect and safety in his establishment, even confronting racist patrons. 2. Education was non-negotiable in the Fitzpatrick household Robert is the youngest of seven siblings, all college graduates; five hold master’s degrees. He himself holds an MBA and an MS in Management Information Systems. 3. A bridge between technology and business Fitzpatrick spent decades in consulting with major firms (EDS, Dell, Arthur Andersen, KPMG) focusing on business process improvement. His dual MS/MBA made him a translator between tech and finance. 4. Military discipline shaped his personal and professional life Served in the U.S. Navy from 1986–1990, plus reserve duty (including deployment to Iraq). Balanced military service with graduate studies and advancing his corporate career. 5. A calling to revive his father’s barbecue His wife recognized his talent early, telling him for years he should be barbecuing. A shortage of good Texas barbecue in Virginia pushed him to recreate his father’s recipes. 6. Skokie, Illinois: the ideal launchpad After moving to the Great Lakes Naval Base area for a federal role, Fitzpatrick began scouting locations. Skokie offered: active support from city leadership grants an ideal building community enthusiasm 7. Dewey’s Barbecue Market offerings Meats: brisket, sausage, hot links, smoked boudin (monthly special) Sides: potato salad (egg/mayo base), pineapple vinegar coleslaw, fried okra, smoked pinto beans Desserts: apple cobbler, blueberry cobbler, sweet potato pie, possibly fried pies Bread: sliced “light bread” for dipping—traditional Texas style Experience: dine-in with 60s–80s “feel-good” music 8. A commitment to doing things the right way Fitzpatrick refuses to launch unless he can deliver “the best product on the planet.” Focuses on simplicity, authenticity, and quality. Notable Quotes About his father and legacy “He said anybody who wants to eat here can eat here.”(His father defying segregation laws in the 1950s.) “I can call an undertaker or an ambulance. Which one do you prefer?”(Dewey enforcing respect from a belligerent white customer.) “That was my barbecue.”(On being raised around his father’s legendary pit.) About family and humility “We are firmly rooted in Christ. If you try to get too big, He has a way of humbling you.” “Seven kids, all with degrees… that’s normal to you. But we know that’s not normal.”(McDonald highlighting the family’s extraordinary achievement.) About his calling “If I didn’t think I was bringing the best product on the planet, I wouldn’t even do it.” “My wife tasted the barbecue and said, ‘This is what you need to be doing.’” About launching in Skokie “They really want me to be there… the economic development team didn’t treat it like just another restaurant.” Short 3–5 Sentence Summary (For Quick Use) In his interview with Rushion McDonald, Robert Fitzpatrick shares his journey from Navy veteran and Fortune 500 consultant to entrepreneur reviving his family’s historic Texas barbecue. He describes growing up with a courageous father who defied segregation in 1951 by serving Black and white customers together, and a family culture steeped in education, discipline, and humility. Fitzpatrick’s passion for barbecue and encouragement from his wife led him to bring his father’s 70-year-old recipes to Skokie, Illinois through Dewey’s Barbecue Market. The interview emphasizes legacy, faith, courage, and the pursuit of purpose. #SHMS #STRAW #BEST #AMISee omnystudio.com/listener for privacy information.

My name is Bibhu Dev Misra and I live in Kolkata, India, with my family. Like most urban-educated boys, I followed the traditional route to success in my early life. As someone who was comfortable with science, I did my engineering from IIT Kharagpur and subsequently completed my MBA from IIM Kolkata. I worked as an Information Technology consultant for more than 20 years, and spent a number of years working in the US for various multinational organizations, including the World Bank and the United Nations. It was early on in my work life that I was exposed to the writings of researchers such as Graham Hancock, Michael Cremo, Adrian Snodgrass, Joseph Campbell, Walter Cruttenden, Subhash Kak and others, who were looking at our past with a new spirit of inquiry, and identified a number of glaring inconsistencies in the version of history that has been handed down to us. Their writings inspired me to begin a journey of seeking answers to a large body of mysterious knowledge left behind by our ancestors in the form of sacred texts, inexplicable artifacts, awe-inspiring architecture, cryptic symbols, and fantastic myths and legends. To this end, I also began traveling to many ancient sites around the world in order to gain a first hand experience of these remarkable places.In addition to travel and writing, my other interests are music, sports, and photography. When I am not researching, writing, or traveling to ancient sites, I like to strike up a tune on my guitar or keyboard, read books or watch films on ancient mysteries and esoteric subjects, go for long walks, and practice yoga and meditation.https://www.bibhudevmisra.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/earth-ancients--2790919/support.

In this episode, David N. Bernstein, MD, PhD, MBA, MEI, Harvard Orthopaedic Surgeon, shares his perspective on the future of orthopedic care, discussing value-based healthcare, ambulatory surgery centers, AI, and why measuring the outcomes that matter most to patients will shape the next generation of care delivery.

Are you considering majoring in Business? Are you interested in eventually earning an MBA? What must you understand about this field of study and career, especially as a Christ-follower? In this episode, I discuss these questions and many more with Dr. Mark Washington, the National Director of InterVarsity's MBA Ministry. For more than two decades, Mark has helped shape the next generation of faith-driven business leaders, working with MBA students and faculty at some of the top business schools in the country. He brings a unique blend of ministry, theology, and business experience to our conversation. In this podcast we discuss: Mark's journey into an MBA, starting his career in business, and now helping others who are beginning this journey  How his faith influenced him to do an MBA   Where biblical truth was consistent with his MBA studies, and where he found conflict Finding Christian community on campus and in the workplace Unique academic and spiritual challenges that today's MBA students face Advantages and disadvantages of doing an MBA part-time or full-time Advantages and disadvantages of doing an MBA at a top-30 school Good undergraduate majors to prepare for an MBA (they are not what you think!) How AI is changing the landscape of business, what AI will not change, and how to prepare   Advice on how to earn an MBA a few years after college False advertising by MBA programs to know about How an Executive MBA differs from other MBA programs The pressures of being an MBA student Qualities and character traits helpful to success in an MBA program and a career in business The importance of a correctly grounded identity and worth in Christ while doing an MBA  Positive and negative winds of change within business His advice to 18-year olds about majoring in business, and to undergraduate students thinking about doing an MBA   Resources mentioned during our conversation: Mike Schutt, “A Guide to Majoring in Pre-Law,” College Faith Podcast #64 Faith Driven Investor, Faith Driven Entrepreneur, Solving the World's Greatest Problems Praxis   The Fellows Initiative The Christian Employee Resource Group The Christian Economic Forum The National Faith and Work Association The Theology of Work Project 

Dr. Charles "Trey" Williams didn't set out to disrupt pediatrics. He set out to be the kind of doctor his own kids deserved. After a decade in corporate, insurance-driven practice and a stint inside a health-tech startup, Williams reached the same conclusion many physicians on this podcast have reached: the system was built for throughput, not relationships, and pediatrics runs on relationships. In this conversation, Williams walks through the founding of The Peds MD, a concierge house-call pediatric practice built around what he calls Adaptive Primary Care, a model shaped by five pillars: environmental flexibility, true 24/7 access, root-cause methodology, direct communication, and removing the barriers that keep families from reaching their physician. We discuss what it actually took to leave a corporate practice, how an MBA changed the way he designed the business, and why he believes the future of pediatrics depends on doctors willing to rebuild the relationship model from the ground up. This is a conversation for any physician asking whether there's a better way to practice, and for any parent wondering what pediatric care could look like when the doctor picks up. Learn more about Dr. Williams and The Peds MD: https://www.thepedsmd.com/about This episode is educational and informational. Nothing discussed should be considered medical, legal, or financial advice.

In an era where personalization is king, can a brand truly be sustainable, or are we just using new technology to fuel the same old consumption patterns?Agility requires a willingness to challenge established business models and integrate new technologies not just for efficiency, but for purpose. It demands we rethink the entire value chain, from production to the end of a product's life.Today, we're going to talk about the intersection of artificial intelligence, sustainability, and retail. We'll explore how technology isn't just a tool for optimization, but a catalyst for building entirely new, purpose-driven business models that challenge the status quo of consumerism.To help me discuss this topic, I'd like to welcome, Anya Cheng, CEO at Taelor. About Anya ChengAnya Cheng is the Founder & CEO of Taelor, an AI-powered men's clothing subscription service promoting sustainable fashion. A Silicon Valley entrepreneur, she has been recognized among "Girls in Tech 40 Under 40" for her expertise in tech product management and marketing. Anya played a pivotal role in launching Facebook and Instagram Shopping at Meta, led new business expansion at eBay, and helped grow McDonald's global food delivery. She also shaped Target's mobile commerce and has led teams in AI, product management, UX, and marketing across Fortune 500 companies. Her work has earned 20+ prestigious awards, including the Webby Award for Best Shopping App, Best Mobile App Award, and The Communicator Award. A best-selling author, adjunct professor, and two-time TED speaker, she lectures at Northwestern University and 500 Global and is a sought-after keynote speaker. Anya's award-winning venture, Taelor, won first place at Draper University's Startup Competition and was named a Startup to Watch by Bay Area Inno. She holds a Master's in Integrated Marketing Communications from Northwestern University and an MBA from the University of Chicago Booth School of Business.Anya Cheng on LinkedIn: https://www.linkedin.com/in/anyacheng/---------- Resources ---------- Taelor: https://www.taelor.aiThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Start building your own apps with Replit and get $20 off. Learn more: https://aglbrnd.co/r/93531742a7625a20Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

I'm so excited to share this conversation with Ryan Montgomery, who placed third at Western States this year in a huge breakthrough race. The top three men all broke Jim Walmsley's previous course record, with Ryan running 13:53. This was his fourth consecutive year running Western States after placing seventh twice, and to say this was a breakthrough is a bit of an understatement. Being in the top 10 at Western States is a huge deal, but being on the podium is an even bigger deal. We talk about Ryan's history with running, how he fell in love with long distances, and the journey it took to get to this level. A lot of people might not know that his first 100-mile race took him 28 hours. The process he's walked through to achieve these really high-level goals is fascinating. He is truly dedicated to the craft. We also get into the backstory of Ryan's life and so much more. He set the FKT on the Wonderland Trail in 2020, placed second at the Javelina 100 in 2021, and recently earned his MBA from Dartmouth. I don't always get off an interview feeling like I really know a person, and I really felt like I knew Ryan at the end of this conversation. I loved this one so much. Ryan is also the founder of Out Trails and shares more about that in this conversation. We'll link all of the resources we talk about in the show notes. Stay connected: Ryan on Instagram: https://www.instagram.com/ultra.ryan/ OutTrails on Instagram: https://www.instagram.com/out_trails/ Tailwind Nutrition I trust Tailwind to keep my fueling simple before, during, and after long runs. Their products are easy to mix, easy to digest, and help me stay on top of my hydration and nutrition so I can perform my best. My favorite flavor is Dauwaltermelon! Use code ANOTHER20 for 20% off your first order. Goodr Goodr sunglasses are no-slip, no-bounce, all polarized, and actually affordable, with tons of fun styles and colors for summer. Go to goodr.com/another for $10 off your first order. Be the first to know about my Indianapolis Monumental Marathon & Half Marathon group training! Previnex – I start my day with Previnex Gut & Green Superfoods and end it with their Sleep Health Plus. I trust Previnex because their products are third-party tested, backed by science, and designed to help support energy, recovery, sleep, immunity, and healthy aging. Use code ANOTHER for 15% off your first order at Previnex.com. If you've already used that code, you can also use LindseySuperfoods, LindseySleep, or LindseyStrength depending on the product you're trying. The post Episode 698: Ryan Montgomery: From a 28-Hour 100-Miler to the Western States Podium appeared first on SandyBoy Productions.

Leanne Hainsby-Alldis is officially back, and Crystal and Tom kick off episode 475 celebrating her return before diving into a busy week of Peloton news — including a new patent lawsuit filed right before the company's next earnings call. They also cover some big personnel moves: Head of Apparel Samantha Storch-Malloy is off to Yale for her MBA, and CTO Francis Shanahan opens up about how he sees AI shaping Peloton's future. On the instructor side, Becs Gentry finishes the grueling Speedgoat 50K, Robin Arzón teams up with The Lorax, Tunde Oyeneyin is back on live Power Zone rides, and Marcel Maurer marks five years with Peloton. Plus, new prop labels for classes, the return of Outdoor Mindful Walks, a mysterious test class, and this week's TCO Top Five. New episodes every Friday wherever you listen to podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Round two. Same four analysts, a lot more whiskey, and a lot less structure. Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them for their pieces as a Stratfor intern - for an unfiltered conversation about how they actually became geopolitical strategists. They trade formative-moment stories from Stratfor's early-2000s "golden age" (including the Egypt/Mubarak call that made Jacob's career), debate whether corporate America can ever hire real geopolitical talent, and each name the one book that shaped how they see the world - from World War Z to Aristotle to The Ingenuity Gap. Along the way: George Friedman lore, the DC Comics-vs-Marvel theory of geopolitical shops, and a genuinely moving closing tribute to the mentor who built this whole coaching tree. Part reunion, part masterclass in how to think about the world - and part roast session.--Timestamps:(00:00) - Welcome Back Round Two(00:52) - Whiskey And Loose Format(01:34) - Formative Stratfor Moments(02:24) - Arab Spring Cred Test(04:17) - Stratfor Coaching Tree(07:50) - Pipeline After Cold War(14:17) - Academia Versus Geopolitics(17:14) - Analyst Craft And Courage(20:22) - Chief Geopolitical Officer Debate(22:55) - Training Gap And Time Horizons(25:29) - Universities And MBA Reform(27:39) - Ideology And Groupthink(30:02) - Theory Versus Practice(30:57) - Frameworks Beat Facts(31:44) - Operationalizing Geopolitics(34:24) - Training Pipelines and MBAs(37:39) - Sector Specialists and Scale(40:01) - Everyone a Geostrategist(41:01) - Deglobalization in Fashion(42:51) - Formative Books Roundtable(51:07) - Great Men and Psychology(54:21) - Empathetic Analysis Explained(56:25) - Displacement and Perspective(58:23) - Formative Experiences Teaser(58:50) - Yugoslavia Falls Apart(59:15) - Tito Memories and Disillusion(59:58) - Conspiracies and Nihilism(01:01:23) - Identity in the Balkans(01:03:51) - Living With Uncertainty(01:04:39) - Midwest Roots and Leaving Home(01:06:18) - Can Places Change(01:07:32) - America as Debate Laboratory(01:10:22) - Learning to Write Analysis(01:14:39) - Chip on Shoulder Mindset(01:18:22) - Morality Versus Analysis(01:21:12) - Breaking Intellectual Chains(01:23:53) - Finding the Fulcrum Question(01:24:43) - Final Words and Gratitude--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko's Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko's Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko's Twitter: https://x.com/Geo_papicMarko's Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro

What separates organizations that simply function from those that truly thrive? The answer often lies in the strength of their culture. In this episode of Let's Have This Conversation, Kevin McShan sits down with transformational culture executive Billy Bonaparte to explore why organizational culture is far more than an HR initiative—it's one of the most powerful strategic advantages a business can possess. With more than 15 years of experience helping Fortune 500 organizations accelerate growth through talent, innovation, and human performance, Billy shares how leaders can create cultures where purpose, performance, and belonging work together to drive sustainable success. The conversation examines the critical role of cultural alignment, ensuring employees' values, behaviors, and beliefs are connected to an organization's mission and vision, while also discussing why clear organizational priorities help businesses focus their people, resources, and energy where they matter most. Throughout the discussion, Billy explains how authentic leadership, meaningful communication, and intentional employee engagement create workplaces where people feel valued, trusted, and empowered to contribute at their highest level. Rather than treating culture as a standalone initiative, he demonstrates why today's most successful organizations embed culture into every business decision, leadership conversation, and strategic objective. Whether you're a CEO, HR executive, people leader, manager, entrepreneur, or someone passionate about building high-performing teams, this episode offers practical insights into creating transformational workplaces where people and performance flourish together. In this episode, you'll discover: If you're looking to build a resilient, people-first organization where employees are engaged, aligned, and inspired to do their best work, this conversation is one you won't want to miss. LinkedIn : @BillyBonaparte,MBA   Learn more about your ad choices. Visit megaphone.fm/adchoices

In the second hour of the Chase & Big Joe Show Forever Titans Wide Receiver Chris Sanders joined the show, and talked about the Titans and the start of their Training Camp. Later in the interview The guys talked to Chris Sanders about MBA's upcoming Highschool game at Pearl Cohn. Later in the hour the guys talked about Titans Former players, the Texans GM being in the Last Supper painting. To finish the hour the guys talked about how many games certain number of teams will win this year, they also talked about how the Bills need to take a big step and previewed the Miami Dolphins season schedule. Listen to hear more.

Forever Titans Wide Receiver Chris Sanders joined the Chase & Big Joe Show, and talked about the Titans and the start of their Training Camp. Later in the interview The guys talked to Chris Sanders about MBA's upcoming Highschool game at Pearl Cohn. Listen to hear more. 

In the first hour of the Chase & Big Joe Show, the guys opened up the hour with the Question of the Day: What is a Band or Musician that you would want to hangout with for a weekend. Later in the hour the guys predicted where each College Gameday would be located every week. To finish the hour the guys talked about if their should be a concern if 5 star True-Freshman recruit Jared Curtis doesn't start this year as QB1 for Clark Lea and Vanderbilt. In the second hour of the Chase & Big Joe Show Forever Titans Wide Receiver Chris Sanders joined the show, and talked about the Titans and the start of their Training Camp. Later in the interview The guys talked to Chris Sanders about MBA's upcoming Highschool game at Pearl Cohn. Later in the hour the guys talked about Titans Former players, the Texans GM being in the Last Supper painting. To finish the hour the guys talked about how many games certain number of teams will win this year, they also talked about how the Bills need to take a big step and previewed the Miami Dolphins season schedule. In the third hour of the Chase & Big Joe Show, the guys talked about different hype songs. Later in the hour the guys talked to Nashville Kats QB Tyler Kulka about their upcoming Arena Football One Semi-Final game against the Michigan Arsenal on Sunday. To finish the hour the guys competed in Celebrity Birthdays.

Begoña Pabón es médica de formación, MBA por IESE y, durante doce años, dirigió una unidad de negocio en una multinacional del sector sanitario. La entrada Liderazgo Halcón: Entrevista con Begoña Pabon.8/265 se publicó primero en Edwin Carcaño Guerra.

In this episode, Sharon and Jeremy welcome President and CEO of Aurnova University Linda Caccamo, CRNA, DNP, MS, MBA, MHA, to discuss why advanced business education is becoming an increasingly valuable asset for healthcare professionals. With more than 30 years of clinical anesthesia experience, Linda understands what it takes to create academic programs that meet today's workforce needs and we'll explore all areas of that in this conversation. Here's some of what you'll hear in this episode:

New here? Start with our Start Here playlist — five episodes that will change how you think about motherhood. Has someone ever told you that you made them feel disrespected or small, and your stomach just dropped? Maybe you replayed every conversation trying to find the moment you did it. Today JoAnn walks you through three actionable steps to work through that moment, rooted in the psychology of why accusations like this happen, especially between the people closest to you. In this episode, you'll learn: How to check your own intentions after being accused of something, without spiraling into shame Why an accusation from someone close to you is often a report on their own identity, not a fact about your behavior The research on why confidence and success from women gets read differently than the same behavior from men Three steps to decide how you want to respond, including when it's okay to take space Resources mentioned in this episode: The Tallest Poppy Survey (2023) The "Acting Wife" study on women and self-silencing in MBA programs Amanda's story about setting boundaries with in-laws The Best Mom is a Happy Mom by JoAnn Crohn The Happy Mom Reset, free class Ready to stop carrying guilt that was never yours to hold? Join The Happy Mom Reset free class and get your plan to feel lighter this week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Capturing your reader's attention is the most important goal of your MBA application. You want the admissions officer to remember you after reading 20 applications that day. The longer you can keep his or her attention (in the right way!), the better your chances are of landing an interview.In this episode, we take the core principles from Oren Klaff's Pitch Anything, and discuss 4 ways you can get and keep attention in your application. The primal "croc brain" that hears a pitch is very different from the logical "neocortex" that designs a pitch. The "croc brain" is intrigued by pleasant novelty, movement, and suspense. Listen on for some very specific ways you can incorporate these elements into your MBA essays and resume.TopicsIntroduction (0:00)Be a Pleasant Novelty (3:35)Use Frames that Make You the Prize (6:47)Always Show Movement (12:08)Have Strong Alternatives (13:30)Show NotesPitch Anything: An Innovative Method for Presenting, Persuading and Winning the Deal by Oren KlaffGreat Applications for Business School by Paul BodineResources for MBA Applicants⁠⁠⁠Get free school selection help at Touch MBA⁠⁠⁠⁠⁠⁠Get pre-assessed by top international MBA programs⁠⁠⁠⁠⁠Join our Admissions Edge Course & Community⁠⁠⁠⁠⁠Our favorite MBA application tools (after advising 4,000 applicants)⁠

In this episode, William Davis, MBA, CLSS, President, Illinois Region, Deaconess Illinois, discusses how strategic partnerships, technology investments, and disciplined execution are improving access to care in rural communities while helping the organization navigate financial pressures and workforce challenges.

On this episode of the OneHaas Alumni Podcast, meet Sri Josyula, an EWMBA 25 and Product Management Leader for Seller Experience at Max Retail.Growing up in Hyderabad, India, Sri was surrounded by books and academia. Both her parents hold PhDs and spent their careers as Professors which gave her early exposure to a lifelong learning mindset. After moving to the U.S. and earning a master's degree from the University of Southern California, Sri built a career in tech, but never wanted to stop challenging herself.Sri joins host Sean Li to dig into what it really takes to pursue an MBA as a working parent. They also explore the support systems that made it all possible, how she built that community of support, and is now giving back to it through her substack, “Raising The Bar (And Kids)”, a place for parents who are navigating ambitious career moves alongside family life.*OneHaas Alumni Podcast is a production of Haas School of Business and is produced by University FM.*Episode Quotes:On carving her own pathways in her career“ I always want to find myself in an uncomfortable place, meaning, "Hey, if this is too comfortable for me, that's really not something I want to continue doing," because learning always comes when you are stretching yourself, you are finding yourself in a place that you don't find comfort in.”On growing up in a home with professors“Regardless of the time of day, my house was always full of books — both my parents poring through them, their lecture notes, all of it. So I think this was my very early start of "student always," without even realizing I was absorbing all of this, just constantly seeing my parents read, reread, and revise their lecture notes to make them better year after year.”On the importance of creating community and support systems“ I grew up believing that you help people just because you have to help them.You don't help people expecting something in return. And when you genuinely do something, it does come back to you…When you are there for somebody, they really want to be there for you when you need it the most. And I think this is how a genuine relationship is cultivated.”On why the MBA was worth it“My biggest takeaway as a parent going through the program was this essential shift in mindset that the time you invest in yourself is not time taken away from your family. You're expanding the pie for everybody in your family because they're all growing with you.”Show Links:LinkedIn ProfileRaising The Bar (And Kids) | Substack

Sriram is a Certified Independent Director (IICA) and Corporate Governance Practitioner with 20+ years of experience across india, APAC, US, and UK; an MBA and B Tech (IT), certified in Al Security & Governance, Cybersecurity, and DPDPA, and published author on corporate governance and Al. Website: https://www.sriramvijayakumar.com  LinkedIn: https://www.linkedin.com/in/sriram-vijayakumar-id/ CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!

In "Built to Last: Inside Holman Logistics", Joe Lynch speaks with President and COO of Holman Logistics, Mike Gardner, about how the company's 162-year heritage, safety-first culture, and long-term customer partnerships drive sustainable growth in today's supply chain landscape. About Mike Gardner Mike Gardner is the President & COO of Holman Logistics, a national third-party logistics company headquartered in Seattle, Washington. With a 40-plus-year career in supply chain management, Mike has held executive roles at GATX Logistics, APL Logistics, and DHL Supply Chain, previously serving as CEO of Kane Logistics before advising in 3PL, real estate, and venture capital. At Holman, he oversees 1,400 team members, over eight million square feet of distribution space, and a nationwide transportation network. Mike holds an MBA from Southern Illinois University and a Bachelor of Science from Miami University, where he serves on the Center for Supply Chain Excellence board. Passionate about empowering family businesses, he is also a founding board member of ALAN. Beyond logistics, this former high school chef, Cincinnati native, father of three, and marathoner has raised $7.4 million for cancer research over 16 years through Pelotonia. About Holman Logistics Holman Logistics is a national third-party logistics (3PL) provider offering multi-client warehousing, manufacturing support, and nationwide transportation solutions. Founded in 1864 and headquartered in Seattle, Washington, the privately held company manages over eight million square feet of distribution space and operates a network spanning 20 locations across nine states. Operating with over 1,400 team members, Holman specializes in high-exacting verticals, including consumer packaged goods (CPG), food and beverage, ingredients, pet food, and major appliances. Its core capabilities range from contract warehousing, plant sub-assembly, and Foreign Trade Zone (FTZ) services to private fleet shipping, dedicated shuttles, freight brokerage, and direct-to-consumer ecommerce fulfillment. Grounded in a culture prioritizing operational safety and long-term customer partnerships, Holman balances its multi-generational heritage with modern operational capabilities—incorporating advanced automation, continuous improvement programs, and AI-enabled site tools to deliver consistent, high-performance execution. Key Takeaways: Built to Last: Inside Holman Logistics In "Built to Last: Inside Holman Logistics", Joe Lynch speaks with President and COO of Holman Logistics, Mike Gardner, about how the company's 162-year heritage, safety-first culture, and long-term customer partnerships drive sustainable growth in today's supply chain landscape. Safety as an Operational Strategy ("Journey to Zero"): Holman Logistics treats safety not as a metric compared to industry averages, but as a non-negotiable core value targeting zero incidents. Operational safety sets the foundation for service quality, and every associate is empowered to "own the stop button" to pause unsafe operations. 162+ Years of Adaptability: Founded during the Lincoln administration and family-owned for over a century, Holman's longevity is proof of continuous adaptation—navigating world wars, recessions, deregulation, and eccommerce growth by staying close to customer needs. Culture Drives Retention and Service Consistency: In an industry plagued by high turnover, Holman relies on a people-first, performance-driven culture—reinforced by leadership orientations and awards like the Bob Downie Legacy Award—to retain experienced associates who know the customer's business inside out. True Strategic Partnership Over Transactional Service: Holman builds long-term, embedded relationships (some lasting since the 1960s) using open communication, system integration, and gain-sharing models that align financial incentives around mutual cost savings and continuous improvement. Nimble Innovation Without Tech Hype: Holman balances legacy heritage with modern capabilities. As a privately held "thinking company," it rapidly adopts practical technology—such as AI vision tools on forklifts for training—while quickly discarding tech that doesn't add operational value. Private Ownership as a Strategic Advantage: Unlike 3PLs beholden to private equity exit timelines or quarterly public earnings, Holman's multi-generational family leadership offers stability, long-term capital planning, and agility when customizing solutions for mid-market shippers. Focusing on Core Complex Markets: Holman deliberately specializes in high-exacting verticals—including CPG, ingredients, pet food, and major appliances—providing tailored services ranging from plant sub-assembly and store-door delivery to Foreign Trade Zone (FTZ) support and final-mile execution. Learn More About Built to Last: Inside Holman Logistics Mike Gardner | Linkedin Holman Logistics | Linkedin Holman Logistics Costco | Acquired The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Dr. John Younker, MBA, a veterinary practice consultant, speaker, mentor, and former practice owner, is this week's guest. From launching his veterinary career during the aftermath of a recession to building and eventually selling a thriving multi-practice hospital, Dr. Younker shares the unexpected twists that shaped his professional journey. He reflects on the lessons he learned about entrepreneurship, leadership, practice ownership, and creating win-win solutions that benefit patients, clients, and veterinary teams alike. Along the way, Dr. Younker offers thoughtful advice for early-career veterinarians on choosing supportive workplaces, embracing growth through challenge, and building sustainable careers without sacrificing personal wellbeing.Thank you to our podcast partner, NVA General Practice. NVA helps great vets become even greater with multiple paths to build a career that's uniquely yours. Wherever you want to go next, NVA has a path to help you get there. Visit Careers.NVA.com to find your next role.

"I was attempting to be the smartest person in the room, trying to add value to somebody else's work. It was not facilitating others' greatest contributions. In fact, it shuts people down." In this Best of Series episode, we replay a chat I had in 2019 with Tracey Burton, Executive Director of Uniting, on experiential learning, 360 degree feedback and the future of the health industry.

Can AI actually help you stand out on admissions essays? Ellin Lolis is the founder of Ellin Lolis Consulting, one of the most successful MBA admissions firms in the world, with a 98.9% success rate, helping applicants get into top programs like Harvard, Stanford, Wharton, and beyond. In this episode, Ellin talks about how to leverage AI to help your writing stand out, avoiding obvious AI tells, and using effective prompts to produce the best results.    Achievable GRE uses AI-powered adaptive learning to target your weak areas and boost your score - visit https://achievable.me/exams/gre/overview/#s=podcast to try it for free.

With Josh Tomolak, Vice President of Independent Advisor Services, Diamond Consultants Louis Diamond and Josh Tomolak unpack today's IBD vs. RIA landscape, explaining what has changed, where each model excels, and how to determine which path best supports the business you want to build. In Summary The independent wealth management landscape has changed dramatically, making the decision between an independent broker dealer (IBD) and an RIA more nuanced than ever before. Louis Diamond welcomes Diamond Consultants' Vice President of Independent Advisor Services, Josh Tomolak, for a practical discussion of how the independent space has evolved, what truly differentiates the IBD and RIA models today, and how advisors can evaluate which path best aligns with the business they want to build. The Storyline Not long ago, the decision to become independent was relatively straightforward. Advisors either remained with a traditional firm or pursued independence through one of a limited number of models. Today, the conversation is far more complex. Independent broker dealers have significantly expanded their capabilities, offering stronger technology, larger transition packages, greater flexibility, and even pathways to RIA ownership. At the same time, the RIA ecosystem has matured into a sophisticated marketplace supported by multiple custodians, outsourced service providers, institutional capital, and enterprise platforms that rival many of the industry's largest firms. As these developments have unfolded, the traditional distinctions between an IBD and an RIA have become less obvious. Advisors evaluating their options are no longer simply asking whether they should become independent—they're asking which model best supports the clients they serve, the business they envision, and the lifestyle they want to create. In this Industry Update, Louis and Josh unpack the realities behind the IBD vs. RIA decision. They discuss where the two models overlap, where meaningful differences still exist, and why factors like service, technology, economics, operational responsibility, enterprise value, and long-term optionality often matter more than labels alone. Whether you're considering changing independent firms, launching your own RIA, or simply want a better understanding of how the independent landscape has evolved, this conversation provides an objective framework for evaluating today's choices—and preparing for tomorrow's opportunities. Topics Covered Independent Broker Dealer (IBD) vs. RIA models The evolution of supportive independence Technology investments across the independent space Transition support and advisor mobility Capital solutions and recruiting economics Business formation and enterprise value Launching an independent RIA Multi-custodial platforms and open architecture Minority investments and succession planning Future trends shaping advisor independence > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why are already-independent advisors reconsidering their current model? (5:27) Josh explains why service, technology, economics, and growing optionality are causing advisors to reevaluate their existing affiliations. How have independent broker dealers and RIAs become more alike? (19:28) Louis and Josh discuss the growing convergence between the two models and why the distinction is becoming less obvious than many advisors assume. What really separates an IBD from an RIA? (25:04) A practical discussion of autonomy, compliance, flexibility, custody, economics, and advisor experience. What misconceptions keep advisors from launching an RIA? (36:29) Josh outlines the “Four Pillars” of launching an RIA and explains where advisors tend to either overestimate or underestimate the operational realities. Which advisors thrive most in each model? (33:12) The conversation explores why there isn't a universally “better” model—only one that's better aligned with an advisor's goals. What trends are quietly reshaping independence? (42:13) Minority investments, enterprise value, business formation, and changing revenue models may have an even greater impact than advisors realize today. Key Takeaways Independence has evolved from a destination into an ongoing strategic decision. Independent broker dealers have significantly improved technology, transition support, economics, and flexibility. The RIA ecosystem has matured into a highly sophisticated marketplace with broad outsourcing and support options. Choosing between an IBD and an RIA should begin with long-term business objectives—not industry perceptions. Building a valuable business depends more on business structure and scalability than simply growing assets. Advisors considering independence should evaluate models with an open mind rather than relying on outdated assumptions. The next decade will likely bring continued convergence between independent business models. https://youtu.be/jHDVso2TsmQ Quotable Moments “The question is no longer, ‘Do I want to go independent?' The question is, ‘What kind of independence makes the most sense for my clients, business, and goals?'” “Business formation is far more important than assets under management.” “The way you build your business will ultimately determine how valuable that business becomes.” “Everything in an RIA is going to cost you either your time or your money.” FAQs Is there still a meaningful difference between an IBD and an RIA? Yes. While the two models increasingly overlap, they differ in areas such as flexibility, compliance structure, operational responsibility, economics, and control. Why are more independent advisors changing firms today? Improved technology, stronger transition support, evolving economics, and better service models are prompting many advisors to reassess whether their current platform still fits their business. Is launching an RIA easier than it used to be? Yes. Supportive independence, outsourced service providers, and improved custodial resources have significantly reduced many of the historical barriers. Does every entrepreneurial advisor belong in the RIA model? No. The best fit depends on an advisor's appetite for ownership, customization, operational responsibility, and long-term vision. What matters more: assets under management or how the business is built? Josh argues that scalable business formation often has a greater impact on enterprise value than AUM alone. What's the biggest mistake advisors make when evaluating independence? Starting with assumptions instead of objectives. The most effective due diligence begins by defining the business you're trying to build, then identifying the model best suited to support it. Yes. While the two models increasingly overlap, they differ in areas such as flexibility, compliance structure, operational responsibility, economics, and control. Improved technology, stronger transition support, evolving economics, and better service models are prompting many advisors to reassess whether their current platform still fits their business. Yes. Supportive independence, outsourced service providers, and improved custodial resources have significantly reduced many of the historical barriers. No. The best fit depends on an advisor's appetite for ownership, customization, operational responsibility, and long-term vision. Josh argues that scalable business formation often has a greater impact on enterprise value than AUM alone. Starting with assumptions instead of objectives. The most effective due diligence begins by defining the business you're trying to build, then identifying the model best suited to support it. Related Resources IBD vs. RIA Comparison Guide IBD vs. RIA Revisited: Two Independent Pathways for Advisors to Consider NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… IBD vs. RIA: A Special Industry Update on Independence A conversation with Louis Diamond and Josh Tomolak, Vice President of Independent Advisor Services at Diamond Consultants.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is IBD vs. RIA: A Special Industry Update on Independence. It’s a conversation with Josh Tomolak, our Vice President of Independent Advisor Services. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: For a long time, going independent would suggest the destination. Today, it’s often the beginning of a different conversation. As the independent space has matured, advisors have more choices than ever before. Broker-dealers have expanded their capabilities. The RIA ecosystem has become increasingly sophisticated. Capital is more readily available and support models now exist that would’ve been difficult to imagine a decade ago. The result is that many advisors who are already independent are taking a fresh look at whether their current affiliation still aligns with what they’re trying to build. My guest is Josh Tomolak, Vice President of Independent Advisor Services here at Diamond Consultants and our resident expert on independence. Josh spends his days helping advisors evaluate independence in all its forms from independent broker dealers, the fully independent RIAs and everything in between. And his knowledge is critical because the distinction between these models is often blurred. Many broker dealers now offer pathways to greater autonomy while supported independence has made RIA ownership more accessible than ever before. So the question is no longer simply, “Do I want to go independent?” The question is, “What kind of independence makes the most sense for client, business, and goals?” Josh shares what he’s seeing across the landscape, the misconceptions that continue to shape advisor thinking and the factors that matter most when evaluating the next chapter of an independent business. There’s a lot to discuss, so let’s get to it. Josh, thanks for joining me today. Joshua Tomolak: Thanks for having me, Louis. It’s a real privilege to have come. This is a full circle moment for me going from being a student of your podcast, to working alongside you, to being a guest. So I appreciate you having me. Louis Diamond: Amazing. I’m excited for this one too, because you have a fresh and in the weeds perspective that a lot of our guests simply don’t have. So why don’t you start off, you spend your time helping advisors evaluate independence every day. So working with advisors who are already independent, for the most part. And to me, it feels like the independent space has really evolved dramatically over the last decade. I mean, this podcast is really the epicenter of that to prove that out, but give us a little background on your past roles in the space and then we can get into what you’re seeing right now. Joshua Tomolak: Yeah, I’d be happy to. So I took a very non-traditional path into wealth management. I spent a decade as a deep sea Navy diver, and upon completing my service there, I ended up working for TD Ameritrade. And in my role there, I spent about six years doing nothing but helping financial advisors explore the RIA space, whether that was to join or partner with an RIA, sell to an RIA, or in most cases, launch their own RIA. And one of the things that I ultimately came to terms with is it’s just not the right model for everybody. While I’m a huge advocate for it, we would often lose business to the major broker-dealers of the world. And at the time, I really didn’t understand why. In the last six years at Diamond Consultants has been a very interesting purview into what a lot of the broker-dealers have done and are doing to make themselves more RIA-ish and be very compelling to the right advisor. Louis Diamond: Perfect framing. Your background is incredibly germane to the folks you work with. So let’s start off with the softball here. What are you seeing right now? Joshua Tomolak: It’s not so different than the rest of the industry, the wirehouses, the regional firms, things of that nature, that if you took 10 firms, they’re all likely to go different directions, even if they were identical practices. That could be… A third would go from an independent broker-dealer to another independent broker-dealer. Certainly the supported RIA space is growing every day and has created a lot of very fun and unique solutions for advisors, very customized and curated. And then I think there’s still a lot of really great sophisticated teams and individual contributors that are making the decision to go hyper entrepreneurial and launch their own individual RIA. So the movement’s really all over the board from my perspective. Louis Diamond: It does feel like it’s no longer independence is an alternative option or it’s on the fringes. It’s very front and center whether for breakaways, which is a big topic on our podcast, but in general, the infrastructure has become much, much more sophisticated today than ever before. Advisors have way more tools in their toolbox to serve clients, whether in the private markets or through technology. And it’s no longer that if an advisor’s independent, they’re in the minor leagues where they don’t have the same ability to serve clients like they did if they’re at a big bank or a private bank or a wirehouse. Do you agree? Joshua Tomolak: I absolutely agree. And I’m reminded of a question I got one time from a great team that I worked with in New York. They asked me, “Are there really more options than ever before? Because all we see is one firm selling to another.” And I think that’s a really great point. There’s far less broker dealers on the street than there were even five years ago. But for every Commonwealth, for example, that sells to an LPL, up pops three or four really cool private equity-backed, sophisticated RIA platform firms that are built to service their own unique advisor base. Louis Diamond: I think that’s right. Sitting on the sidelines, sitting on top of everything going on in the industry, I feel like capital is always an interesting topic forever. If an advisor wanted to move within the independent world or break away from a big firm to go independent, the only way to get capital was to go to an independent broker dealer. So we still see that, but I feel like today between all these minority acquisition opportunities, we’re seeing firms acquire practices at time of transition, which is somewhat new. There’s debt solutions, recruiting deals are way up for firms that are paying forgivable loans. RIAs now would, in some cases, will pay a forgivable note. What are you seeing there as far as the availability of capital and just deals in general? Joshua Tomolak: It’s a great question and I didn’t want to take the low-hanging fruit, but capital’s been a huge innovation, I guess, in the last five years I’d say. Just to give you rough quotes, please don’t hold me to it, but traditional transition broker-dealer deals were five years ago, 40 to 60% of Trailing Twelve revenue today are somewhere between 90 and 120%, sometimes north of that for the right team. That’s really meaningful money for the team that is thinking about foregoing a wirehouse deal, for example. I’d also say a lot of these firms are getting hyper-creative in how they solve for capital. The minority investment piece that you mentioned is very interesting. We’re seeing a lot of privatized forgivable notes in the RIA space where third-party or private lenders are basically lending the money and the RIA is making the payments on that forgivable note as long as the advisor is affiliated with them. So there’s been a recognition among the RIA space to get away from the, “Oh, they just took a check” type of mantra, and to say, “Look, I understand there are capital needs. These people are taking a risk. We need to solve for that.” So we’ve seen a lot of that in the marketplace. Louis Diamond: Very interesting. I think another thing financially, and then we’ll keep the train moving, that I know I’ve seen, and maybe you can weigh in if you’ve seen the same, is the cost to an advisor or a business owner to join an independent BD or to join an RIA has come way down, probably in part because of Schwab going to zero on trading. That’s been a catalyst. But it feels like we used to say independent BDs were expensive relative to the RIA world. And in some cases, they certainly could be. And if you’re at scale, maybe you can pick up a point or two being in the RIA world versus a BD. But when you have some of these BDs that have a basis point admin fee or no admin fee at a certain size and the payouts I feel like are similar, maybe have gone up a little bit, but it’s more so like the administrator fees, the platform fees, the program fees. Anyone who’s not in that world, it’s like, “What are you talking about?” But basically the way that these broker-dealers make money, it seems like there’s been a pretty big differential in the exchange of value where advisors now get more services, better technology, get more money to join them and get it at a lower cost. Do you agree? Joshua Tomolak: I absolutely agree. I think that maybe that’s one of the larger changes that we’ve seen, and it’s probably one of the benefits from a lot of the industry consolidation on that independent broker-dealer side. The economies of scale of these folks have allowed them to increase their tech spend, increase their service capacities all while offering it to the advisors at a cheaper price. And when I was at TD Ameritrade, one of the biggest pitches was the idea of a 100% payout and you control the fixed expenses, your technology compliance, et cetera. But what’s changed is that broker-dealers are pretty darn comparable on the expenses. All of those admin fees and things you mentioned will still exist, but they’re on a much smaller scale. And I think the question a lot of advisors are asking is, “Am I getting congruent value from my broker-dealer for what I pay for?” And while that answer might’ve been no a couple years ago, today the answer is more often yes. Louis Diamond: Yeah, I would agree. A lot of times we work with advisors who are starting an RIA or affiliating with an RIA or going to a BD and they see how big the deals are in the independent BD world and the payouts are really high and the fees are relatively low. And honestly, it is a hard decision or calculus to make, like, “How does it make sense for me to turn down this extremely lucrative deal when my ongoing economics are going to be somewhat similar in the BD world versus in the RIA space?” I think it’s just an interesting dynamic and we’ll get more into that distinction. One of the stars of the show right here is we’ve seen a ton of advisor movement across the industry. Our annual advisor transition report said that in 2025, over 11,000 experienced advisors changed firms, which is a large number. A lot of those numbers are within the independent world. So advisors who are 1099 through a BD or through an RIA transitioning to another platform or organization or starting an RIA. So why do you think we’re seeing so many advisors reconsider their current firm or their platform or their broker-dealer today than in years past? Joshua Tomolak: It’s a jarring number. 11,000 is definitely a significant amount of advisor movements. To me, it comes down to a few things, but I will say that it’s almost always a conglomeration of pushes and pulls. Pushes being inherent frustrations with your status quo, pulls being the new sexy, shiny things that you see in the marketplace that could be really impactful for your business. To me, it typically comes down to one of three things, at least on the push front, that drives advisors to movement. Service being number one, technology being number two, and economics being number three. And if we were just going to unpack those, I think service being, “Can you call somebody that knows your business, that knows your name? Are you getting the correct answers? Are you being pushed through a phone tree? And even if you’re not doing it, is it taking up a meaningful amount of time of your staff’s free time?” On the technology front, there’s very significant tech spends happening in the industry right now. I think Raymond James and LPL reported, for example, they spent 500 million in 2025 on a tech spend. So advisors are going to the places that are making their life easier. People are looking for a mechanism to really scale their business without having to add staff and a lot of expenses to the bottom line. And technology is just the fastest, most efficient way to do that most times. And then economics, certainly a lot of advisors and teams have built phenomenal businesses and they’ve made a great living without really stressing out about the economics. And they eventually get to a point in their business where what they were giving up as a million dollar producer is far different than what they’re giving up as a $4 million producer. And back to the congruent value, it perhaps stops to make as much sense. Louis Diamond: Well said. I always say when the cost-to-value ratio is out of whack, that’s when advisors sit up and take notice. And not to name names of firms, but there definitely are firms that are more expensive. And even if you look at how much a wirehouse or a Ed Jones advisor paid their firm, it’s like, “What got me here is not necessarily what’s going to get me there.” And while the name on the business card, the resources were incredibly impactful, and I’m so grateful for what my firm, my broker-dealer did for me when I was just starting or when I was smaller. Now the business is bigger, I rely upon different resources or I don’t need the firm as much. So I’d rather plow the cost savings either into income for myself or invest it in areas that are most germane to my business. And it’s usually when that kind of light bulb moment goes off, that’s one of the major pushes that cause advisors to evaluate other options. So I agree with you, those are the major push factors, but then what are the pull factors? What are the major advancements or changes across the independent space that’s causing advisors to say, “Hey, okay, I might have some frustrations, but at the same time, I also need to find something that’s more than marginally better than the firm I’m at. Otherwise, why am I going to go through the hassle, take the risk, et cetera? So what are some of the pull factors that advisors are latching onto today? Joshua Tomolak: Sure. And I might say with one final push factor, there’s a straw that breaks the proverbial camel’s back when you’ve been told for however many years that this change or that change is coming down the pipeline and it never happens. And it translates well into the pull factors is do they do what they say they’re going to do? The talking points really for the pull factors are exactly the same. So the counterpoint to service is perhaps having a direct relationship with the chief compliance officer at a firm or having a dedicated service representative that knows their stuff inside and out and can get you the answer even if they don’t know it off the top of their head. Having the technology to rebalance a household in two clicks instead of two hours. In economics, I think it’s really a transparency of economics. We’ve both worked with some really significant firms that have looked at their P&Ls and said, “where the heck is the money going?” And we’ve looked at the same P&Ls and said, “I have no idea,” because it’s so convoluted. People are happy to pay for good service, good technology, good products, but they just want to know where the money’s coming from. So I think it’s a yin and yang. The same things that they’re the push are often the pull. Louis Diamond: Definitely. I’ll give you a couple other from my perspective. I’ll say first specific to the independent BD world, and then we’ll dive into the RIA, I think it’s a little bit different. But I think some other will say innovations or changes that are causing advisors to really perk up and listen and really make the case to themselves that life will be better at this new organization than the status quo or staying put. We’ve seen major advancements in transition support, whether it’s being able to do a transition without a shred of paper, being able to… I mean, we’ve seen some independent advisors move their entire book within two weeks, which never would’ve happened before. So the firms that I’d say are playing offense, the larger firms that are winning, they have insane headcount around transitions and are always investing in technology, whether now on the AI front or in general. And we’ve seen transitions, they’re never easy. So that’s not a comment to say it’s easy, but a lot of the friction, a lot of the manual work has been taken away, which is massive. You definitely mentioned the significant technology spend. I mean, just the innovations going on across the industry. There’s definitely some firms that are laggards on technology and others that are light years ahead, whether because their tech is more integrated or they’ve built out their platform to be more, we’ll say modular, to plug in different third-party softwares where an advisor can really customize and create their own tech stack. I think there’s been some changes on compliance. It used to be if you’re at an independent BD, you had to be the OSJ by yourself or you had to roll up under an OSJ. But now most BDs offer home office supervision, so a big friction or pain point is taken away. And then I’ll give you a bridge to talk about what we’re seeing on the RIA side. But we’ve also seen, I would say, a real blurring of the lines between what you would traditionally think of as an independent broker dealer versus what was an RIA. So whether it’s an internal pathway where it’s like, “Start off on our independent BD platform, get the big deal, get the support, but then you can ditch that and just use this as a custodian or you can sell the business to us when you want to retire and convert to W2.” So in that vein, transitioning internally to an RIA, give me the same points like, “What are the major advancements or changes you’re seeing on the RIA side today?” Joshua Tomolak: I love that you said that because it’s been one of the most interesting changes to watch. Independent broker dealers becoming more like RIAs, and to your point, being more flexible, having more optionality, a more curated experience in some cases. And in many cases becoming closer to independent broker dealers with some of these massive shops that we’ve seen be created over the last five years that now have hundreds, if not thousands of advisors. To your question on the internal RIA slide as we sometimes call it, this really didn’t exist many places a few years ago. And I think it’s been created as both originally a retention tool in many places for the advisors that were with a major independent broker dealer and they ultimately wanted to have their own ADV and their own RIA. And the firm didn’t want to lose all the assets to an independent custodian so they gave them the green light to… And it’s ultimately became a sales tool in many cases. Just to use a couple of examples across the industry, I mean, Raymond James has Raymond James Custody Services, which has attracted a lot of really sophisticated teams. I know Wells Fargo Finance done something similar and even the counterparts over at Cetera and Osaic are trying to do the same thing. So it’s a recognition in my view that we want to keep the best talent possible. And if these folks are ultimately going to go RIA anyway, it’s less about the money and more about the flexibility and control that it offers them. So what can we do to keep those folks on board? And rightfully so, a lot of senior management of these firms have said, “Let’s not lose these teams. It’s going to be a lower margin business for us, but at the rate that they’re growing, it’s going to pay off in the long run.” Louis Diamond: Well said. RIAs are now more mainstream. And some of these RIAs, they’re either resembling independent BDs or I would even go so far to say the valuations that are even publicly available on some RIAs is definitely having people take notice. I mean, Cerity Partners recently raised capital at an over $8 billion reported valuation. Crescent was well over a billion. Firms like Mariner, Creative Planning, Mercer, Wealth Enhancement Group, and there’s many that I’m missing, are all worth a couple billion dollars or more and growing. Do you think that’s had an impact on the legitimacy or the staying power of the RIA model? Joshua Tomolak: Oh, absolutely. There’s no doubt about it. I mean, those groups that you mentioned and many more are winning some of the biggest teams on the street. I mean, if you pull up a run-of-the-mill advisor hub article, for example, you’ll see as many of those RIAs win significant businesses as you will their broker-dealer counterparts, partially in my opinion, due to the massive valuations these firms are fetching. And it’s much more of a partnership in the sense that joining a Crescent or a Wealth Enhancement Group, as you mentioned, you’re a part of a boutique group of maybe a couple of hundred very sophisticated high-producing advisors all playing under the same banner, all rowing in the same direction, and that creates substantial growth. Louis Diamond: Exactly right. I think two other things to me that’s driving the legitimacy or the growth of the RIA segment, there’s so many different outsourcing solutions that have popped up, whether it’s more of a… We’ll say a bundled or a package outsourcing solution through firms like Dynasty and Sanctuary. LPL has done a ton with having a shared services outsourcing model. So you have those. But you also have, I mean, probably 10 different firms I could think of that can be an outsourced chief compliance officer. You have tons of marketing agencies that specialize in helping RIAs. You have all these FinTechs popping up to support the RIA space. Really, it’s like anything and everything can be outsourced now. And even the big Wall Street banks like UBS, Merrill, et cetera, they’re attempting to sell and distribute product into the RIA space. Venture funds, private equity funds, anyone you talk to is trying to get a piece of the RIA space, which means there’s more product and platform availability than ever before. And I think it’s massive because one, it’s a catalyst for teams who say, “I love everything about the RIA world. I just don’t want to do it on my own,” or, “I don’t know where to start.” But also it means that they can look their clients in the eye and say, “Hey, not only do I have the same stuff that I had for you at XYZ firm, I can actually do more for you.” And even if you look at what the custodians are doing on the lending side now, Schwab owning a bank is massive and being able to facilitate mortgages, securities-backed loans, things that didn’t really exist in the past. I think it’s a very exciting time for advisors either that are independent or are considering the independent space because you have all these choices and it’s really like, “Choose your own adventure. Give me your top five things you want.” I’m sure it exists and we can find it and make it happen. And I don’t think we’d have the same confidence in that statement 5, 7, 10 years ago. Joshua Tomolak: I couldn’t agree more. That’s such a huge development is the marketplace of third party vendors in any kind of capitalism environment. There’s problems that people encounter and there’s really smart people that are trying to make a lot of money that go to market to solve them. And we’ve seen a ton of that over the last few years. Louis Diamond: Exactly right. Yeah, it’s like also… If an advisor looks around and says, “Hey, this is what I want,” and it doesn’t exist, oftentimes that’s a light bulb moment to be like, “Okay, I’ll go build it. I’ll do it on my own.” Whether it was Stewart Partners when they launched a number of years ago or Hightower, Dynasty, et cetera. They were all started by people that said, “Hey, I see a big gap in the ecosystem. Let’s create a business and raise capital to go solve it and then deliver this service to other like-minded advisors or business owners.” Honestly, it’s a treat to be able to watch all this happen in real time. We probably should have laid the groundwork with this next question, but I think it’s an important one. What’s the difference between a independent broker-dealer and an RIA? Really basic foundational. It sounds like the lines are blurred. There’s probably a lot of similarities. Advisors are successful in both. It’s not like one’s better than the other. How would you explain the differences, if a client of ours asked, “What’s the difference between an independent broker-dealer and IBD versus an RIA”? Joshua Tomolak: Get into the core of it. Again, the lines are blurred, and I’ll stay very high level on the strategic differences, but I like to use this example. I drive a Toyota Tundra. Really like the truck, gets me from A to B. Now, if I were getting to a point where I wanted a new vehicle, if I were to go get another Toyota Tundra because I really like a lot of aspects of it, but I want the one with the bigger screen and the bigger tires and the power seats, and I have rolled down windows because I have a fear of drowning. But if I want a lot of the bells and whistles, but I want to keep the foundation, that’s what I align to a independent broker-dealer to independent broker-dealer. You like the foundation of everything all under one roof. You like a lot of the resources, but you have some meaningful frustrations and you want to see if another provider in the market can solve for those or you can upgrade. If I instead, Louis, decided that I wanted a sports car or a Jeep Wrangler or something, I would be looking at a different category altogether. That’s how I articulate the platform space. They provide the same services and support in many cases that an independent broker-dealer does, think of marketing and a tech stack and regulatory oversight and a fellowship in a community, but they’re built on an RIA TC registered chassis. They’re typically far more customized so you can shop the street to get a lot more of the things that you like, though you are walking away from maybe some of the things that you’ve liked in the independent broker-dealer model. So I guess that’s the highest level I might explain it, just a little bit more minutia in any broker-dealer is going to be a FINRA registered, FINRA member broker-dealer. So they’re subject to the FINRA rules, which basically means it’s the compliance interpretation of those rules that they have to follow. So LPL’s rules may be slightly different than Cetera’s than Ameriprise’s because it’s based on their interpretations of the rules. In the RIA space, everybody really operates on the fiduciary standard. So it’s just a different lens that from a compliance standpoint, business is looked at. And a lot of people would make the argument that it’s just easier to get things done when you’re looking at something from that lens. I might’ve gone too compliance nerd on you there, but I’d be curious what you think some of the major differences are. Louis Diamond: Yeah, I think that’s right. I mean, it sounds like if you’re in the RIA world in some capacity that you as the advisor or business owner are going to have a little bit more control and autonomy and flexibility. One, do you think that’s true? And what are the reasons why that is? Is it platform? Is it strictly just compliance is easier? What are the different ways that an RIA would have more or less flexibility than someone who’s with an independent BD? Joshua Tomolak: Yeah, I think it’s overwhelmingly true, but it certainly depends on your business. Within most RIA platforms, you’re going to be one of a couple dozen, maybe a couple hundred, where you’re going to have people within that firm that really know your business. So the experience in getting things done is much less about, “Can I do this,” or, “Can I not do this?” And it’s, “Louis, I understand you asked for this. We’re going to run into these issues, but let’s figure out how to get to yes.” So it’s far more curated by people that are not operating on black and white rules and can actually figure out how to get to yes for your business. The other thing I would say is that most significant RIA platforms have multiple custodial options. So many times you’ll see as few as two or as many as five. So if an advisor or a team is trying to bring on a new piece of business or do something creative, that might be something they can use a different custodial relationship to accomplish. It might be something that Goldman Sachs does really well but is in its infancy at Fidelity, or it might be international business that’s approved on Pershing’s platform but not Schwab’s platform. So the RIA partner that you’re with can really look at those custodians agnostically and say, “What’s the best home for this business? What’s the best way to get this done for Louis?” There’s a couple examples of where I see the flexibility in practice. Louis Diamond: Yeah, I think one more too would be the concept of being able to shop the street. I’ve heard it described as becoming a buy-side advocate for your clients versus being a professional seller. So meaning, if I’m affiliated with an RIA or I’m operating my own RIA, there’s no selling away like there is at a wirehouse or at certain BDs. So if I have a client who’s trying to get a $10 million loan for a new building that they’re breaking ground on, if I’m at UBS, Merrill, Morgan Stanley, captive to a BD, I can go to my firm and say, “Hey, this $10 million loan, here it is. What are the terms? What are the rates? Will you take on this business?” And the firm will say, “Yes. No. Yes, here are the terms. Here’s the caveats, et cetera.” But it’s a very closed market process and an advisor has to live and die by what their firm says. Versus in the RIA world, it’s, “Okay, I have relationships with nine different banks and I can go to these different banks and private credit funds and whoever and really create either an option process for my client or really just help them in a fully agnostic open way.” And we see the same thing when it comes to alternative investments. No one at a wirehouse, let’s say, is complaining that they don’t have enough alts that they can offer clients. Those firms have done an amazing job with really boiling the ocean and having tons and tons of options for private investments, hedge funds, et cetera. But if you’re in the RIA world, you can take it to the next level and say, “Hey, this $3 million startup company that my friend is starting, I’m going to help them raise capital,” or, “My client wants to get a syndicate of investors together to have a direct investment into a qualified opportunity zone fund that they’re starting. Let’s do it when we can advise on it.” So it really expands what an advisor is able to do on behalf of clients. Like to me, that’s the most interesting or exciting part of the RIA model. You can get some of that within the BD world, but to me, when an advisor’s business becomes more sophisticated as far as what their end client’s needs are, it tends to translate better to the RIA world than the BD world. Not to say there aren’t ultra-high net worth focused advisors at BDs, but because of that additional flexibility, autonomy, customization, et cetera, that speaks more RIA. So again, absolutely not down at all on the independent BDs because I think there’s a massive home for them. Josh, let me turn it back to you. I’m rambling now. Give me the pitch for an independent BD. What are the things that are misperceptions that people have? What are the advantages that an independent broker dealer like an LPL or a RayJ or a Cetera have over RIAs or over other models in general? Joshua Tomolak: Absolutely. And I’d say I’ve learned more over the last six years from some of your ramblings than most people learn in an MBA course, so keep doing what you’re doing. But it’s funny being in this position now, having spent so much time sort of selling against the IBD model within TD Ameritrade, but what I’ve learned is it’s a good home for everybody. And a lot of times the advisors that they’re entrepreneurial enough where they like having their name on the door, but they’re not so entrepreneurial where they want to build everything out themselves, that’s where the independent broker dealers absolutely kill it. Their economics have gotten to a point where they’re really competitive. They offer transition capital that isn’t even going to be comparable in the RIA space unless you’re selling a minority share of your business. And you mentioned LPL, or we could really list all of the major ones, there’s not a department that they don’t have. It could be as nuance as finding 403(b) payroll slots or it could be as mainstream as fixed income or setting up events. There are all kinds of really neat departments that these all under one roof independent broker dealers have invested in. And a lot of times they make an effort to make you very much aware of all of the support because most people don’t use it. So I would say for the advisors that are looking to get their improved Toyota Tundra, then you can get probably 70 or 80% of what you want within the independent broker-dealer world. And you can also keep 20 or 30% of the stuff, maybe more that you really liked at your previous firm. So I think that’s where it really shines. I sometimes call it an incremental change rather than a transformational change. But for many advisors, incremental is really good enough if you get to keep the familiarity of how you’ve been doing business for the last 20-some years, but you’re able to get net improvement on the things that were really bothering you. Louis Diamond: Well said. Something that I’ve seen that’s been… I guess this could be either pro or con depending upon the advisor, but with some broker dealers, letting an advisor co-brand with them or really having a real consumer-facing brand, whether it’s, “I’m a franchise owner with Ameriprise,” or, “I’m independent through Raymond James,” or, “Running my own practice through Wells Fargo FiNet,” or, “I’m independent with Northwestern Mutual.” There’s definitely some brand cache or brand familiarity with some of those firms that may or may not be the same if you’re in the RIA world. So I would agree there’s a lot to like about the independent BD world and there’s a fit for people that is absolutely better with independent BDs than on the RIA side. Even if some people would say RIA is better, we’re cleaner, I wouldn’t say that. To me, it’s all about what an advisor’s goals are and then matching that up with what these firms do. And there’s never a perfect option. I jokingly say, “If there was a perfect firm, we wouldn’t be in business.” Every firm has their advantages or disadvantages. And depending upon where an advisor’s coming from, their style of business, their pain points, that’ll match up really well with on firm or one type of firm or one model than the other. Let’s pivot a little bit to the RIA world. A lot of your comments have been more about advisors affiliating or joining RIAs, this whole supportive version of independence concept. But what about advisors who want to go and start their own RIA? Either they’re leaving a captive firm and taking the entrepreneurial route and starting their own firm, or they’re leaving an independent BD to go start their own RIA. What do you see as some of the biggest misconceptions that advisors have about that move? Joshua Tomolak: That’s probably my favorite topic because there are the most misconceptions I think in this space. Louis Diamond: I’d agree. Joshua Tomolak: And I would say there’s 9 out of 10 conversations that I have with advisors and teams, they start off with the launching an RIA in mind or at least RIA curious and they want to understand what’s out there. And probably less than half the time do these folks end up actually launching their own RIA, which is okay because the ones that do are massively successful and they know they’re dang sure that’s exactly what they want to do. I think it gets a little bit romanticized sometimes that they’ll say, “Oh, I’ll just give Schwab a call,” or, “I’ll just give the custodian a call,” as if they were shopping independent broker dealers. That’s fine. You can do that and they will help you, but there’s quite a bit more to think about. And it’s not, in my opinion, the same as evaluating independent broker dealers. If it’s all right, I was taught the four pillars of the RIA model. I can go through that with you really quickly. So the way to think about the RIA space is in four pieces. And shout out to a friend, Eli Suarez, that taught me this years ago. The first pillar… Thinking of four pillars on a bar stool, if you will. The first one being administration. And this is your compliance, this is setting up your ADV, your LLC, all of your business formation documents. The second piece being technology, what do you actually want to use? Because the benefits of the broker-dealer world and the supported independent world is they’ve already built it for you. They’ve already paid for it and scraped their knees building it. In this case, you have to. And for some people, that’s really exciting to source financial planning software and portfolio management software and your CRM and tax software, et cetera. For some people, it just sounds like a huge headache. The third pillar being custodians. I have them third because you want to make sure that the right custodian can integrate properly with the technology that you’ve sourced that you’re passionate about. And then ultimately transition. What does a transition really look like? What are my legal and regulatory requirements? How does this work? What are the timelines? Things of that nature. So I guess I would say in closing that if those four things are things that you really want to own, then you’re in a really good position to consider an RIA launch. What do you think, Louis? Louis Diamond: I think that’s a great framework to break it down. Not just be like, “Okay, I can tolerate that,” or, “My team can do it,” but I think you have to be pretty excited about rolling up your sleeves and customizing and doing it yourself because in our experience, there’s a nominal differential between the economics of running your own RIA versus affiliating with an RIA or going to an independent BD. All the extra work and responsibility, you’re not really going to make it up, at least on the front end, on a higher net payout. So it has to be more about what the model means to you and having a vision that you don’t think anyone else can accomplish other than yourself. And looking at that crazy ever-expanding Michael Kitces’ FinTech map and there’s 500 different logos on it and being like, “Yes, that’s what I want. I want to go through this. I want to pick the seven pieces of my tech stack that work for me,” rather than getting, “Here’s the tech stack, take a demo, you like it, you don’t like it, take it or leave it.” To me, the two biggest misconceptions people have about the RIA world is one, “I’m going to have to be a full-time chief compliance officer,” and just that compliance is this boogeyman, this terrible, scary thing. In some ways it is. But the reality is most, especially startup RIAs will fully outsource compliance to a firm or they’ll hire a compliance consultant or firms that are big enough even will hire a CCO or repurpose someone on their team to be CCO. But compliance is much more streamlined and simpler than BD compliance. And ultimately, it’s compliance that’s being built for your business rather than compliance that’s being built for a publicly traded multinational company that supports 20,000 financial advisors. So I think compliance is always a big misconception. It’s definitely what a lot of firms will pry upon when they’re saying like, “Oh, you’re going to own all the legal and regulatory requirements. You could, but it’s definitely not a requirement.” And then I think another one is folks sometimes underestimate and overestimate the operational burden and how much work it is to start an RIA. Sometimes people just… They’re perfect for the RIA world, that’s their goal, but they get stopped in their tracks. They don’t really know what to do. But what we’ve seen, we said it earlier with so many different outsourcing solutions and different service providers that have popped up, if you have the fire in your belly to go build something, it doesn’t mean you’re doing it by yourself. I mean, that’s what firms like ours do. The custodians are very helpful. On the flip side though, I have seen advisors chasing payouts say, “Hey, I’m just going to go start an RIA because I want to make another 1 to 3%,” or whatever it comes to and they drastically underestimate what it really takes to build a successful firm. Joshua Tomolak: Exactly right. I think that’s my favorite one, Louis, overestimating and estimating the operational burden there is you could have the same conversation with two teams and it can go the completely different direction. Louis Diamond: Josh, let’s wrap here. I got one more question for you that I think is an exciting one, but give me three key trends or storylines that most people don’t know about or aren’t talking about that you’re passionate about or that you’re sharing with advisors or counseling today. Joshua Tomolak: Sure. This is the free advice portion. And I’ll tell you what, Louis, if it’s all right with you, I’ll give you two and I would love to hear one from you as well. The first one I’ve seen in both the independent broker-dealer and RIA space is the minority investor concept. A lot of folks will talk about the idea of taking chips off a table and starting to partially monetize your business. I think that’s all important, but what I’ve found is that a lot of advisors really want their partner, whether it’s an RIA broker dealer to help them grow. And that could be with M&A opportunities, that could be with traditional recruitment of advisors, that could be building a business plan. But the minority investment part really helps accelerate that for a lot of businesses because all of a sudden, not only are you cashing out a small part of your business, but you’ve just created an ally with the parent entity, it is now much more likely to help you grow in that capacity because they’re insulated from it and they profit when you profit. So I think it’s easy to be shortsighted and say, “Well, my equity’s going to keep growing. Why would I sell you a piece of this?” But I counsel folks often to really think about what that long-term strategic partnership is and making somebody a real equity partner rather than just a vendor that provides you with technology and regulatory coverage. The other one I’d say is that… And this one’s really important to me, that business formation is far more important than your assets under management. Said a different way, the way you build your business is going to make your business far more valuable than the number of dollars underneath your name. And what I mean by that is, just to use an example, a sophisticated, well-built, centralized, scalable and repeatable business, whether it’s an RIA with a broker-dealer that is going to fetch a far higher M&A multiple than a OSJ that’s five times the size that just has a bunch of 1099 independent advisors underneath the umbrella. What we’ve seen in the M&A space is that if you’re going to shell out 50, 60, $80 million for somebody’s business, you want to know that you have this business for the long term. So I would certainly counsel people that have been around maybe far longer than me to take a look at how you’re building this and put together a business plan on what those next 10 years should look like and not necessarily fall into the trap where your only revenue source is the override that you receive from a firm and then you in turn pay to the advisors on your team. Louis Diamond: Well said. I really like that line. We’d probably do a whole episode on what are the tips and tricks for building a business with the end in mind? Like the Covey quote, “Begin with the end in mind.” Transitions are like… They’re a bear. I mean, there’s no way to sugarcoat it. Advisors, when they hear transition, if you ask them, “Don’t think about it, give me your reaction.” “Terrible, risky, a lot of work. I’ll never do it again. My friend did it and it was terrible. What if my clients don’t come?” It’s all these negative emotions. And in many cases, I don’t blame an advisor because it is a big act. But to me, if someone is weighing making a transition, whether a wholesale business model change going from being an employee to being independent, going from being an advisor at an independent BD to starting an RIA, or even going independent BD to independent BD, it’s an opportunity if you rise to the occasion to build with this next act with intentionality. So whether it’s restructuring compensation for your team, converting people from 1099 to W2, putting in place new workflows, changing how investments, instead of it being each individual advisor doing investments to more of a centralized model, cleaning up workflows, really investing in data, investing in AI. It’s something that I think, again, we can have a whole episode on it, but I think it’s a great one. Build the business the right way. And obviously, businesses that are larger, theoretically, sell for more, but we’ve certainly seen businesses that are half the size of a larger one sell for a similar amount or more because they did all the right things and the larger one did the things that really turn off a buyer or detract from a valuation. Let me give you one more and tell me if you agree, but I think we’re in this moment when Altruist, the upstart, a new kid on the block custodian, they launched a basically tokenization of cash in a way to automatically agentically source or sort cash to the highest yielding money market. And you’re like, “This is fricking wonky. Louis, why are you telling us this?” I think this is an important one just to keep a watchful eye on. I have no idea how this is going to shake out, but really the biggest way that independent BDs or even custodians like Schwab and Fidelity really make money, it’s not on their overrides from practices or the admin fee or the custody fee. It’s really on net interest margin. So how much the broker-dealer or the firm is making on client cash and brokerage accounts relative to what they’re paying out the client. It’s essentially like free margin to these firms. And this concept, I think, has massive potential for disruption for the business model. Again, I don’t know what it’s going to look like, whether it means platform fees that are instituted at all these firms, whether it means certain models would be more beneficial than others, whether it means nothing’s going to change, which is probably the right answer given this industry. But it’s something to keep a watchful eye on just if your firm institutes a new platform fee or there’s a fundamental way in which your firm can no longer make money. How are they going to make it up? Are they now going to be uncompetitive? They’re not going to have as much scale or profits to invest in the platform. Is it going to cause even more consolidation in the industry? So to me, that’s the one pretty under the radar, pretty wonky storyline that I don’t think enough people are talking about, but has the biggest possibility for disruption across their space than anything I’ve seen in a while. Joshua Tomolak: Sure. That’s the whole iceberg. Not a lot of people are talking about it. It’s not poking out of the ocean, but it’s going to be continuously brought up. I think it’s a question that a lot of advisors are going to have to ask these firms. And at the end of the day, the firms aren’t the bad guys. They have to make money too to provide a quality product. So where the money comes from matters. Louis Diamond: Exactly. Josh, this has been awesome. I learned a lot talking with you and just having your objective consulting hat on what I think are really the differences between IBD and RIA and some of the key trends and storylines to watch has been instrumental. I’ll also give a plug that on our website and we’ll link to it in the show notes, we have a really helpful one-page reference guide going through the differences between independent BDs or IBDs and RIAs. So feel free to click on it. We’ll make sure it gets in your inbox. Josh, thanks again for joining us today. Joshua Tomolak: Yeah, thanks for having me, Louis. It was a pleasure. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibilities seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I stay or Should I Go? is a book written with you in mind. It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook. IBD vs. RIA: A Special Industry Update on Independence A conversation with Louis Diamond and Josh Tomolak, Vice President of Independent Advisor Services at Diamond Consultants.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is IBD vs. RIA: A Special Industry Update on Independence. It’s a conversation with Josh Tomolak, our Vice President of Independent Advisor Services. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at (908) 879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: For a long time, going independent would suggest the destination. Today, it’s often the beginning of a different conversation. As the independent space has matured, advisors have more choices than ever before. Broker-dealers have expanded their capabilities. The RIA ecosystem has become increasingly sophisticated. Capital is more readily available and support models now exist that would’ve been difficult to imagine a decade ago. The result is that many advisors who are already independent are taking a fresh look at whether their current affiliation still aligns with what they’re trying to build. My guest is Josh Tomolak, Vice President of Independent Advisor Services here at Diamond Consultants and our resident expert on independence. Josh spends his days helping advisors evaluate independence in all its forms from independent broker dealers, the fully independent RIAs and everything in between. And his knowledge is critical because the distinction between these models is often blurred. Many broker dealers now offer pathways to greater autonomy while supported independence has made RIA ownership more accessible than ever before. So the question is no longer simply, “Do I want to go independent?” The question is, “What kind of independence makes the most sense for client, business, and go

In this episode of Tank Talks, host Matt Cohen sits down with Julia Maltby, a Principal at Fengate Asset Management who has lived the full venture capital lifecycle. Julia started as the first employee at Plum Alley Investments, ran partnerships at WeWork during its hyper-growth phase, spent over five years rising from Associate to Principal at Flybridge Capital, and even ran her own seed fund, Deco Ventures, before moving to the LP side at Fengate in 2025. Today, she invests in early-stage VC funds and direct opportunities across North America.Julia offers a brutally honest perspective on what she wishes every emerging manager knew about fundraising. She explains why LPs value process over outputs, why founder references from failed companies are more valuable than those from winners, and how GPs can stop leaving first meetings as a “polite maybe” and start qualifying LPs like a sales funnel. She also pulls back the curtain on LP-to-LP communication (which she says is 10X stronger than GP gossip), shares tactical advice on building data rooms that actually get read, and reveals how Fengate pre-approves co-investments to move at startup speed.Whether you're a GP in the middle of a raise, an LP sorting through an endless stack of emerging manager pitches, or just curious what venture looks like from every seat at the table, this episode is for you.From Liberal Arts to Venture Capital (02:07)* Julia's unconventional path from studying architecture and social inequality to becoming one of venture's most respected emerging investors.* How a cold LinkedIn message landed her first job in venture capital.* Why having no finance background became an advantage instead of a limitation.Learning Venture from the Ground Up (04:13)* Building crowdfunding platforms and SPVs before venture became mainstream.* Why early-stage investing means wearing product, operations, and fundraising hats.* Lessons learned from saying “yes” before knowing exactly how to do the work.Inside WeWork's Hypergrowth Machine (05:11)* Joining WeWork during its explosive expansion and learning from one of startup history's fastest growth stories.* What Adam Neumann got exceptionally right about building mission-driven teams.* The leadership lessons worth keeping and the scaling mistakes worth avoiding.The Flybridge Investing Framework (10:39)* Why durable venture investing starts with disciplined systems rather than intuition alone.* The importance of pricing integrity and staying focused on core business strengths.* How evaluating customer urgency shaped Julia's investment philosophy.Becoming a Solo GP (14:14)* Launching Deco Ventures with Flybridge's support.* The challenges of making investment decisions without partners.* Why every solo GP needs trusted people whose job is to challenge—not validate—their thinking.What Makes a Venture Manager Truly Different? (18:00)* Why there isn't just one formula for becoming a successful GP.* Understanding your competitive advantage instead of copying other managers.* How LPs think about portfolio fit beyond fund performance.The Data Room Mistakes GPs Keep Making (23:18)* Why withholding information often slows fundraising rather than helping it.* Julia's advice: send everything instead of drip-feeding documents.* How GPs should reference-check LPs before sharing sensitive materials.Looking Beyond Markups and Valuations (27:16)* Why portfolio KPIs matter more than inflated funding rounds.* How disciplined reserve strategies separate thoughtful investors from reactive ones.* Using follow-on decisions as a measure of investment discipline.The Power of Great References (31:45)* Why founders from failed companies often provide the strongest references.* How LP references reveal governance, transparency, and communication quality.* Why perfect references can actually make LPs more skeptical.Stop Leaving Meetings as a “Maybe” (34:35)* The questions every GP should ask before ending a fundraising meeting.* Understanding the difference between genuine interest and structural misalignment.* How qualifying LPs like a sales pipeline saves months of wasted fundraising.Building Better Co-Investment Relationships (37:06)* How proactive communication makes co-investments move faster.* Why LPs build internal pipelines long before deals officially launch.* The importance of giving institutional investors time to prepare.The Future of Early-Stage Venture (39:27)* Why Julia remains optimistic despite today's challenging fundraising environment.* The growing divide between mega-funds and smaller venture firms.* Why smaller funds continue delivering meaningful returns that often go unnoticed.Using AI to Build Better LP Portfolios (41:17)* How Fengate uses AI to understand portfolio exposure across hundreds of startups.* Moving beyond broad fund branding into detailed market analysis.* Why better portfolio intelligence leads to better future investment decisions.About Julia MaltbyJulia Maltby is a Principal at Fengate Asset Management, where she invests in early-stage VC funds and direct opportunities across North America. She has lived the full VC lifecycle: she was the first employee at Plum Alley Investments, ran partnerships at WeWork, spent 5+ years rising from Associate to Principal at Flybridge Capital, and founded her own seed fund, Deco Ventures. She holds an MBA from Harvard Business School and writes about her LP experiences on her Substack, Julia's Field Notes.Connect with Julia Maltby on LinkedIn: linkedin.com/in/juliamaltbyLearn more about Fengate Asset Management: https://fengate.com/Read Julia's Field Notes:Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

In this episode, David N. Bernstein, MD, PhD, MBA, MEI, Harvard Orthopaedic Surgeon, shares his perspective on the future of orthopedic care, discussing value-based healthcare, ambulatory surgery centers, AI, and why measuring the outcomes that matter most to patients will shape the next generation of care delivery.

In this episode, David N. Bernstein, MD, PhD, MBA, MEI, Harvard Orthopaedic Surgeon, shares his perspective on the future of orthopedic care, discussing value-based healthcare, ambulatory surgery centers, AI, and why measuring the outcomes that matter most to patients will shape the next generation of care delivery.

Howie and Harlan discuss health headlines including the ongoing cyclosporiasis outbreak; a recent FDA decision allowing pharmacies to compound certain peptides; and a concerning report from Medicare trustees on the program's financial future. They also dive into the health habits they're changing this year and a new feature from ChatGPT allowing users to connect medical records and health data to the platform. Show Notes: Healthy Habits Health & Veritas: Ezekiel Emanuel "What's Erythritol? And Is It Bad for You?" NIH: Aging and Alcohol "Low-plastic diet and urinary levels of plastic-associated phthalates and bisphenols: the randomized controlled PERTH Trial" Health & Veritas: Eric Topol Cyclosporiasis Outbreak CDC: Surveillance of Cyclosporiasis FDA: Investigation of 9-State Outbreak of Cyclospora Illnesses: Iceberg Lettuce (July 2026) "Cyclospora Outbreak Linked to Iceberg Lettuce in 9 States" National Foundation for Infectious Diseases: Norovirus FDA: Cyclospora CDC: Clinical Overview of Cyclosporiasis CDC: About FoodNet CDC: About PulseNet FDA: FSMA Final Rule on Requirements for Additional Traceability Records for Certain Foods Peptides and the FDA Health & Veritas: Trust, Truth, and Moral Distress "Peptides: What they are, potential benefits, and safety concerns" "FDA committee votes to make peptides more widely available" LinkedIn: Ezekiel Emanuel The Future of Medicare OASDI: Trustees Report Summary U.S. Department of the Treasury: Social Security and Medicare Trustees Reports H.R.1: An act to provide for reconciliation pursuant to title II of H. Con. Res. 14. IRS: Inflation Reduction Act of 2022 ChatGPT Ventures into Health "Launching Health in ChatGPT" "OpenAI makes Health in ChatGPT widely available, moving deeper into consumer health" "ChatGPT Led to a Man's Near-Fatal Health Crisis, Lawsuit Claims" LinkedIn: David Rhew A Record Measles Season Health & Veritas: Measles Outbreaks, Preventative Cardiology, and Other News CDC: Measles Cases and Outbreaks "Measles Cases in the U.S. Are at a 35-Year High" "What ProPublica Found in the Genetic Code of America's Measles Outbreaks" Pan American Health Organization Senator Bill Cassidy In the Yale School of Management's MBA for Executives program, you'll get a full MBA education in 22 months while applying new skills to your organization in real time. Yale's Executive Master of Public Health offers a rigorous public health education for working professionals, with the flexibility of evening online classes alongside three on-campus trainings. Email Howie and Harlan comments or questions.

EP 2948 (MBA 186) CEO Vision ตอนที่ 6 ปี 2569 ตอนนี้ผมนำเอาข้อคิดที่ได้จากคุณซาน ชาตรี ตรีเลิศกุล ผู้ก่อตั้ง พาคามาร่า (PACAMARA) แบรนด์ร้านกาแฟและโรงคั่วกาแฟ Specialty Coffee ชั้นนำของไทย ที่มาบรรยายให้กับนักศึกษา MBA ธรรมศาสตร์ฟังในวิชา CEO Vision ลองฟังกันเผื่อได้ประโยชน์นะครับ

Deglobalization is rewriting where factories get built, and Ujjwal Kumar of Siemens explains what has to change on the plant floor before reshoring actually works.For thirty years the manufacturing playbook was labor arbitrage. Move high volume, low mix production to wherever disciplined labor was cheapest, then ship it back. Ujjwal Kumar, President of Automation for Siemens Digital Industries in the Americas, argues that model has quietly stopped making sense. Demand has fragmented into high mix, lower volume, regionally specific production, and the factories in Suzhou running on robots and autonomous systems no longer carry a cost advantage over the same operation in Chicago. When the labor content collapses, the business case for distance collapses with it. That single shift explains more about the current reshoring wave than any tariff headline.The trigger was not one event. Supply chain disruption after COVID proved that geographic proximity to supply was a profitability advantage, not a nice to have. Then came the political shock: vaccine access turned out to be governed by country of citizenship rather than global distribution, and leaders across every region started sorting industries into a folder marked critical. That folder now holds semiconductors, steel, power generation, defense, space, and life sciences. Ujjwal walks through where the money is actually landing right now, including AI data centers in remote locations that demand autonomous and remote operations, power generation across fossil, renewable, nuclear, and hydro, and a level of greenfield life sciences investment in the United States he has not seen in decades. The life sciences point is the sharpest one in the episode. Drug manufacturing left as mass produced batch operations and is returning as cell and gene therapy, personalized medicine, and precision biologics, which means lot sizes of one and R&D sitting physically next to production. The design it here, build it there model taught in business schools simply does not survive that.About Ujjwal KumarUjjwal Kumar is President of Automation for Siemens Digital Industries in the Americas. A mechanical engineer by training with an MBA from the Michigan Ross School of Business, he began his career at General Motors in Detroit and went on to spend ten years at GE and seven years at Honeywell Process Solutions before leading Teradyne Robotics, one of the largest physical AI based robotics platforms. He oversees the Siemens automation portfolio spanning discrete, process, and intralogistics automation, and he continues to mentor MBA students at Michigan Ross.Timestamps0:00 Introduction2:00 Career path from General Motors to Siemens6:10 What deglobalization means for manufacturing9:00 COVID, vaccine quotas, and the reshoring trigger13:05 Labor arbitrage versus automation arbitrage15:50 Attracting the next generation of factory workers19:35 Why semiconductor reshoring will take years23:00 Tribal knowledge and the documentation problem26:00 Where the investment is going right now32:30 Adaptive manufacturing and the AI hype question35:30 Platforms, ecosystems, and Siemens Xcelerator43:20 Careers, AI, and advice for engineersReferencesSiemens Xcelerator Marketplace: https://xcelerator.siemens.com/global/en.htmlThis episode is sponsored bySiemens is a technology company focused on industry, infrastructure, transport, and healthcare, and it supplies industrial automation hardware and industrial software to manufacturers worldwide. Its Digital Industries business covers discrete automation, process automation, intralogistics, and the Siemens Xcelerator platform.https://www.siemens.comAbout Your HostsVladimir Romanov is a co-host of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to de-risk modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Understanding Supply Chains: https://www.joltek.com/blog/understanding-supply-chainsManufacturing Challenges with New Machinery and Plants: https://www.joltek.com/blog/manufacturing-challenges-new-machinery-plantDave Griffith is a co-host of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

What if your biggest CX innovation is also your biggest source of customer churn?Agility requires a clear-eyed view of both the promise and the peril of new technologies. It's the ability to embrace innovation like AI not just for efficiency, but with a rigorous focus on the customer outcomes that build long-term value.Today, we're going to talk about the delicate balance of implementing AI in the customer experience. Specifically, we'll explore the rise of sophisticated, agentic AI voice bots, and the critical "dealbreakers" that cause customers to abandon interactions and, potentially, your brand altogether.To help me discuss this topic, I'd like to welcome, Sushil Kumar, CEO at Cyara.About Sushil KumarSushil leads Cyara's strategy and growth with a vision to redefine how enterprises build trustworthy, AI-driven customer experiences. A builder at heart, he has spent his career creating platforms that change how software is engineered, validated, and delivered. His focus is helping global organizations achieve new levels of reliability, speed, and customer trust. Before joining Cyara, Sushil was the co-founder and CEO of RelicX.ai, a generative AI test automation pioneer acquired by Harness. He previously led major product and business organizations at Oracle, CA Technologies, and Broadcom, where he built and scaled category-defining AI, DevOps, and cloud solutions adopted by thousands of enterprises worldwide. With more than 25 years of experience leading high-growth teams and multi-hundred-million-dollar product lines, Sushil is known for blending deep technical insight with a pragmatic, product-first approach to leadership. His work centers on transforming how modern software and customer experiences are created, making them more resilient, more intelligent, and more human. Sushil holds a Bachelor of Technology from BIT Sindri and an MBA from the Indian Institute of Foreign Trade. He lives in the San Francisco Bay Area.Sushil Kumar on LinkedIn: https://www.linkedin.com/in/sushil-kumar-343780/---------- Resources ---------- Cyara: cyara.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Start building your own apps with Replit and get $20 off. Learn more: https://aglbrnd.co/r/93531742a7625a20Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

Takeo Spikes on his transition from fierce NFL leader to content creator and entrepreneur, why his post-retirement MBA was “life changing,” what it took to spend 13 seasons as a captain, why Alex Golesh is the guy to lead Auburn back to prominence and much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Get the inside scoop on MBA admissions at Berkeley Haas with Sabah Khan, Assistant Dean of MBA Admissions and Enrollment Management. Sabah delves into the evolution of admissions, what applicants need to know and more.

The League Episode #51 – Show Notes In this episode of The League, Clean energy demand continues to accelerate as utilities, data centers, manufacturers, and large commercial customers seek more power. Solar, storage, transmission, and nuclear all have major opportunities, but the next phase of industry growth will depend less on demand and more on execution. In this episode of The League, we discuss the growing importance of permitting, interconnection, community engagement, tax-credit certainty, domestic manufacturing, and access to capital. We also examine the rising cost of grid upgrades in ISO New England, the renewed interest in nuclear development, and the continued evolution of tax equity and transferable tax-credit markets. The companies that can navigate complexity, manage risk, and move projects from development to operation will be best positioned to win.   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Rene Down down down down downu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market.  As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more:  https://reneuenergy.com https://www.solarmaverickpodcast.com   Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/ If you have any questions or comments, you can email us at info@reneuenergy.com.   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.  

"As algorithms and AI increasingly automate the ""what"" and the ""how"" of marketing, what is the enduring value of human creativity, and how do we prove its worth?Agility requires not just adapting our tools, but fundamentally rethinking how we define, nurture, and measure creative value in a world increasingly guided by machine logic.Today, we're going to talk about the intersection of brand creativity and artificial intelligence. We'll explore:- Why brand distinctiveness becomes a critical differentiator when algorithms favor homogeneity.- The new operational model for creative teams, where human judgment guides machine-speed execution.- Strategies for building lasting brand memory in a media landscape optimized for short-term performance.To help me discuss this topic, I'd like to welcome, Jason Ippen, Vice President, Brand Strategy & Content at Georgia-Pacific. About Jason Ippen Jason Ippen is Vice President, Brand Strategy & Content at Georgia-Pacific, where he leads brand strategy, innovation and marketing for a portfolio of some of the country's most recognized consumer brands. Over the course of more than 16 years with the company, he has held leadership roles across brands including Quilted Northern, Sparkle and Vanity Fair, helping drive growth through consumer insight, product innovation and brand building.Jason has more than 25 years of experience spanning consumer packaged goods, marketing and general management. He earned an MBA from Columbia Business School and a bachelor's degree from Colgate University. Jason Ippen on LinkedIn: https://www.linkedin.com/in/jason-ippen-1120086/ ---------- Resources ---------- : https://www.gp.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1 Start building your own apps with Replit and get $20 off. Learn more: https://aglbrnd.co/r/93531742a7625a20 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company" Hosted on Acast. See acast.com/privacy for more information.

Separating Signal from HypePatients bring us lists. Greens powders, magnesium for everything, vitamin D “for immunity,” fish oil, creatine, curcumin… so how do we separate signals from hype without becoming the office that just says “no” to everything? In this home-grown deep dive, we build a practical, patient-centered framework for evaluating any supplement, then pressure-test it against the products patients actually take. Learn a five-question approach to any supplement, how to judge product quality in an industry the FDA does not pre-approve, and where the evidence actually lands on greens powders and multivitamins, magnesium, creatine, vitamin D, fish oil (and why cod liver oil is not the same thing), turmeric/curcumin, and glucosamine/chondroitin.Claim CME for this episode at curbsiders.vcuhealth.org!Patreon | Episodes | Subscribe | Spotify | YouTube | Newsletter | Contact | Swag! | CMEShow Segments Intro Ask These Five Questions: A Framework for Any Supplement Supplement Quality and Regulation Greens Powders and Multivitamins Magnesium Creatine Vitamin D Fish Oil and Cod Liver Oil Turmeric and Curcumin Glucosamine and Chondroitin Simplifying the Regimen Take-Home Points Credits Writer and Producer, Show Notes, Cover Art, Infographic: Paul Wurtz MD. Hosts: Matthew Watto MD, FACP; Paul Williams MD, FACP    Reviewer: Sai S Achi MD, MBA, FACP Showrunners: Matthew Watto MD, FACP; Paul Williams MD, FACP Technical Production: PodPaste DisclosuresThe Curbsiders report no relevant financial disclosures. Sponsor: FIGSCurbsiders listeners can get 15% off. Just go to WearFIGS.com and use code FIGSRX.   Sponsor: Panacea FinancialVisit Panacea.Legal/curb to schedule your free consultation.Sponsor:Continuing Education CompanyVisit CMEmeeting.org/curbsiders and use promo code Curb30 for 30% off all online courses and webcasts.