Podcasts about OSC

Investing has never felt more personal. Canadians today have more access to markets, investing tools and financial information than ever before, but with constant headlines, social media advice and investing trends competing for attention, staying engaged can quickly turn into reacting to short term noise.How do you stay informed without getting caught up in investment FOMO? And how do you build a portfolio shaped by discipline rather than drift or personal bias?In this episode of CIBC Smart Advice, host Carissa Lucreziano sits down with David Wong, Group Chief Investment Officer at CIBC Global Asset Management, to discuss DIY investing, portfolio drift and the blind spots that can quietly undermine diversification.3 Reasons to Listen to This EpisodeLearn how portfolio drift can quietly change your investment strategy over timeDiscover why investment FOMO and overtrading can hurt long-term returnsUnderstand how diversification and discipline help investors navigate market uncertaintyResources Mentioned / Links List ● CIBC's "Smart Advice" Podcast and Website - Website | Apple Podcasts | Spotify | Amazon Music● Visit CIBC for more Smart AdviceAbout David WongDavid Wong is Group Chief Investment Officer, CIBC Global Asset Management. He is responsible for CIBC Global Asset Management's managed solutions investment process and portfolio management. His Total Investment Solutions team helps determine asset allocations and portfolio construction, researches and evaluates managers, and monitors investments across the firm's roughly $80 billion managed solutions programs. The team is also responsible for trading execution, beta management, and performance and risk oversight across all of CIBC Global Asset Management.In addition, David is a member of the CIBC Family Office Leadership Team and provides institutional asset allocation advice to ultra-high net worth individuals and families.David joined CIBC Global Asset Management in July 2011 and previously served as Managing Director, Investment Management Research until June 2021. He has more than 26 years of industry experience in New York and Toronto.Connect with David Wong on LinkedIn. Episode Highlights[01:40] Why DIY Investing Feels More Personal Than EverCarissa and David discuss why more Canadians are taking a hands-on approach to investing, and how greater access to information, markets and investing tools has fundamentally changed the way people think about building wealth.[04:11] The Rise of “Finfluencers” and Investment FOMODavid breaks down new OSC research on social media investing behaviours, emotional decision-making and why online investing culture can encourage overtrading and unnecessary risk.[05:51] The Hidden Risk of OveractivityThe conversation explores how emotional investing, poor timing and frequent trading can create “behaviour gaps” that negatively impact long-term portfolio performance.[07:30] Building a Portfolio Around Discipline, Not HeadlinesDavid explains why successful investing is less about chasing shortcuts and more about creating a long-term plan built around savings discipline, diversification and compounding.[13:53] What Portfolio Drift Actually Looks LikeUsing the Canadian and U.S. markets during the 1990s and early 2000s as an example, David explains how portfolios can quietly become unbalanced over time and why rebalancing matters.[17:28] AI, Market Noise and the Danger of PredictionThe discussion turns to artificial intelligence, market headlines and investing trends, and why preparation and diversification matter more than trying to predict what happens next.[21:58] The Investing Habits That Matter Most“You're never fully diversified until there's something in the portfolio that you don't like.”David shares the investing philosophies and mindset shifts that have shaped his approach after nearly three decades in the industry.Enjoyed this Episode?If you did, be sure to subscribe and share it with your friends! Hosted on Acast. See acast.com/privacy for more information.

En este episodio de Potenciarnos: Líderes, Equipos, Crecimiento, exploramos una mirada profunda y transformadora sobre cómo interpretar lo que vivimos.Junto a Andrea Derimais, coach en desarrollo espiritual, nos adentramos en la Ley de Correspondencia, uno de los principios fundamentales que rigen el desarrollo de la conciencia humana.¿Y si nada de lo que te pasa fuera casual?¿Y si cada experiencia fuera un reflejo perfecto de lo que necesitás aprender?En esta conversación abordamos:Cómo entender esta ley en la vida cotidianaLa diferencia entre responsabilidad y culpaQué nos muestran nuestras relaciones y desafíosCómo transformar la forma en que interpretamos nuestra realidadEl vínculo entre experiencias, emociones y niveles de concienciaUna invitación a dejar de ver la vida como algo que “te pasa” y empezar a reconocerla como un espejo que te guía hacia tu evolución.Si este episodio te deja preguntas, incomodidad o nuevas perspectivas... entonces ya está generando transformación.Dale play, compartilo y preguntate:¿Qué aprendizaje está hoy disponible para vos?Conectá con nosotrasInstagram:@rominacartellone@cartelloneconsulting@yoga.pinoazulWeb:www.cartelloneconsultingservices.com

Host Jen Barkan talks to Emily Tucker, an award-winning OSC with Robuck Homes, about how she goes beyond traditional lead management by visiting communities, creating successful video content, and building relationships with on-site sales agents and realtors to amplify her builder's brand presence.Housekeeping2026 Online Sales and Marketing Summit - October 1-2, 2026 in Austin, TX - According to Emily, if you're an Online Sales Specialist, you have to go!TITO ShoutoutKelly Ward and Athena Azan with M/I Homes - Internet Sales Team of the Year at the MAME Awards.Key TakeawaysBe the face of your brand, not just a phone answerer: Emily makes monthly on-site visits to each community to create video content that humanizes her as an OSC and builds a personal social media presence alongside the company's corporate accounts. A personal brand reaches people differently than a builder's corporate page alone!You don't need fancy equipment to get started: A phone, an inexpensive tripod, and a lapel mic from Amazon are all Emily uses. The bigger barrier is perfection paralysis - use the mantra "progress over perfection" and just do it, even if early videos are rough.One site visit can fuel weeks of content across multiple channels: A single afternoon on-site can generate a month's worth of video content that can be repurposed across social platforms, text prospecting, emails, and realtor outreach. On-site visits strengthen the OSC-to-sales-agent relationship: Collaborating on videos builds trust and connection with on-site agents. Teaching agents video skills and inviting them to participate turns the visit into a relationship-building moment, not just a content-creation task.Skills CheckPick one community, talk to leadership and/or marketing about how you can create some content. Think about how you could leverage this content across multiple channels - marketing, prospecting, and follow up. 

Send us Fan MailIn a market where a lot of builders are pulling back, Jennifer Cooper is making the case for why that's exactly the wrong move. Jennifer is the founder and CEO of Evolution Marketing and Evolution Design Studios - a fractional marketing consultancy with seasoned teams across the country serving home builders of every size. In this episode, she and Anya Chrisanthon of Anewgo get into the real conversations happening in builder boardrooms right now.The budget conversation nobody wants to have If your growth goals are going up but your marketing budget is staying flat, you're setting yourself up to miss your numbers. Jennifer explains why spend has to match growth - and what it signals when leadership doesn't value what marketing can actually do.AI adoption in the field right now Jennifer isn't scared of AI - she's brought it to the table as a strategic partner. She breaks down what smart teams are actually doing with AI, why she keeps an "invisible chair" for it in every strategy conversation, and how builders can use it to work faster without losing their brand voice.AEO, authority, and the PR comeback AI is looking for authoritative content and third-party validation. Jennifer shares how one of her builders built a PR strategy that AI is now actively sourcing - and why blogs, content, and earned media are more important than ever in the AIO era.The CRM conversation we're still having in 2026 Having a CRM isn't enough. Jennifer explains why most builders have it but aren't using it right - and how to think about your full tech stack from OSC tools to self-touring to visualization.Shoppable model homes: the business case Evolution Design Studios brings a full shoppable model program to builders of any size. Builders save an average of $10,000 or more per model, get a revenue-generating online storefront, and create a stickier digital experience - without handling a single purchase order. Jennifer breaks down exactly how it works and who it's right for.The secret to staying ahead Wake up every day and ask why. Jennifer's advice for marketing leaders navigating one of the most challenging - and most opportunity-rich - moments in the industry.Connect with Jennifer on LinkedIn or at evolutionmarketingco.com.About Anewgo Anewgo is an all-in-one new home sales and marketing platform. We equip builders with AI-ready homebuilder websites, interactive design tools, floorplans, sitemaps, AI Sales Assistants, and data analytics to create personalized buyer journeys. Learn more at anewgo.com or find every episode at anewgo.com/podcast.Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/anewgo-of-new-home-sales/id1602564768

The Office of Special Counsel may be getting a new leader. President Donald Trump has nominated Charles Baldis as special counsel for the OSC. If the Senate confirms him, Baldis will be the first permanent leader at the agency in more than a year. Trump fired Hampton Dellinger, the OSC's previous special counsel and a Biden appointee, in 2025.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Em mais esta edição do Conecta Terceiro Setor, uma iniciativa da Fundação José de Paiva Netto, vamos conhecer um pouco mais sobre o trabalho do Terceiro Setor.Neste episódio, vamos abordar o tema Meninas e Tecnologia. A diretora executiva da Afesu, Sonia de Almeida, apresenta o trabalho realizado pela OSC e quais os impactos no mercado de trabalho. Temas como gestão, governança, saúde mental também são destaques desta edição.Acompanhe, curta e compartilhe esta edição e aprenda ainda mais sobre o Terceiro Setor.Inscreva-se no canal e ative as notificações para não perder os próximos conteúdos! Acompanhe as nossas redes sociais: Instagram: escolaaberta3setor Site: www.escolaaberta3setor.org.br

Send us Fan MailOnStage Colorado is growing. In this monthly episode, Alex Miller and Toni Tresca announce the launch of On Screen Colorado, a new sister site dedicated to covering Colorado's film and TV landscape — from Sundance's arrival in Boulder in January 2027 to the 20+ festivals already happening across the state each year.The guys also catch up on recent reviews from the OSC crew — including Much Ado About Nothing at Platte Valley Players, English and Somewhere at the DCPA, Mary Jane, Furlough's Paradise, Jagged Little Pill and We Are the Tigers. Plus, Alex sits down with playwright Mia Burnett and Veritas Productions founding artistic director Nancy Evans Begley to talk about Burnett's new play Divine Bull Transformation, opening May 15 at Denver's Mizel Center. And as always, the episode wraps with the top 10 Colorado headliners worth checking out in the coming weeks.For more Colorado theatre coverage, subscribe to the Theatre Blast newsletter at onstagecolorado.com.

Host Jen Barkan is joined by her daughter Mia, a third-year veterinary student at Ross University in St. Kitts, for a candid conversation about how to stay focused on your goals and career when life gets hard.Housekeeping2026 Online Sales and Marketing Summit - October 1-2, 2026 in Austin, TX - The Summit is literally the biggest party for Online Sales Specialists in the universe.TITO ShoutoutRebecca Von Heimburg, OSC at Pacesetter Homes in Dallas Texas - She just had the best month ever; she set a PR for herself while navigating some personal stuff. Key TakeawaysSet clear boundaries and protect them fiercely: Boundaries aren't optional extras - they're what prevent burnout and enable long-term success over short-term output.Keep your eye on the end goal when motivation fades: On the hardest days, remember your why. For OSCs, reconnecting to your purpose (your metrics, your customers, your career growth) is what pulls you forward.Recharging isn't a reward, it's a requirement: Taking time for yourself isn't selfish, it preserves your mental capacity for the long haul. Skills CheckAre there any boundaries you need to create for yourself? Pick one thing to do to recharge your battery this week. Is it a walk? A massage? Reading?

Send us Fan MailAnewgo AI Brief: April 2026 - Agents, Buyer Expectations, and the Closing WindowThe AI window for home builders is closing faster than most people think. In this month's Anewgo AI Brief, Anya Chrisanthon - CCO at Anewgo and host of the Anewgo of New Home Sales podcast - delivers her monthly no-hype download on what is actually happening in AI and what it means for new home sales in April 2026.The AI Model Landscape GPT-4 is retired. OpenAI has moved fully to GPT-5 and ships updates every few weeks. Google's Gemini 3.1 Pro leads most independent benchmarks. Claude just shipped a new Opus model on April 16th - their strongest yet for complex reasoning and agentic tasks. 97% of real estate firms now report their teams are actively using AI. This is not early adoption. This is infrastructure.AI Assistants vs. AI Agents An AI assistant is your GPS - it guides, but you're still behind the wheel. An AI agent acts for you: identifies the buyer who's been back three times this week, scores their intent, writes a follow-up script, and pushes a task to your OSC before morning. The buyer never filled out a form. Anya explains how Anewgo's Sophie is already building this into the Anewgo CRM.The Buyer Expectation Gap Cotality (formerly CoreLogic) found that 75% of home buyers now expect AI during the buying process. Not would like - expect. Most builder websites aren't delivering that yet.Three Things to Do in the Next 90 Days (1) Get your website AI-ready with an assistant that knows your floorplans, communities, and inventory. (2) Capture your invisible buyer data - 99.5% of visitors never fill out a form, but the right AI system gives them a profile. (3) Audit your content library - AI can transform a construction site photo into a finished home rendering in seconds.The AI Slop Problem AI does not create slop. Lazy use of AI creates slop. Use it to amplify your brand voice, not replace it.Anya's Take The large builders are not watching AI. They are building. Behavioral data and intelligence compound over time - and so does the gap. The question is whether you are leading that charge in your market or responding to it.Come find us at anewgo.com/podcast - we're happy to nerd out on this with you. Next month: what's actually working in AI content for home builder marketing, and what's just noise.About Anewgo Anewgo is an all-in-one new home sales and marketing platform. We equip builders with AI-ready homebuilder websites, interactive design tools, floorplans, sitemaps, AI Sales Assistants, and data analytics to create personalized buyer journeys. Learn more at anewgo.com or listen to every episode at anewgo.com/podcast.Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/anewgo-of-new-home-sales/id1602564768

The Office of Special Counsel occupies a complicated place in the federal system; part protector, part enforcer and increasingly, a test of trust for career employees. As demand rises and scrutiny intensifies, OSC is formally defining how it sees that role over the next five years. My guest is Charles Baldis, senior counsel and designee to the acting special counsel at the Office of Special Counsel.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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In this episode, we dive into the world of automation and synchronization for school events, including concerts and musicals. Starting from the chaotic process of managing audio and lighting cues, I walk you through changing the workflow into a seamless experience using QLab, Light Key, and OSC commands. Heard how we’re setting up QLab for audio playback, integrating lighting control through Light Key, and utilizing a Behringer X32 digital mixer to manage audio snippets effectively. The trick here is leveraging the power of OSC commands to create an automated workflow that enhances the production quality of school performances.

Host Jen Barkan is joined by Online Sales Coach Melissa Fort to talk about the non-negotiables in online sales, from capturing leads to connecting with your on-site team.HousekeepingOnline Sales Academy – April 1-3, 2026: It's not too late to join! Ideal for new OSCs or anyone that wants to level up their online sales.TITO SHOUTOUTJennifer Thilmany with Hartizen Homes - Brand new to the role, just went through her training, and she's kicking butt and taking names. Appointments and sales are flowing! Congrats Jennifer! The Online Sales Manifesto NotesAll new interest flows through online sales.Start with your website - CTAs - one voice - creating a better mousetrap will lead to higher conversion and better data integrity. For example: Web leads, signage, calls, Zillow, BDX, developer, realtors, Self Tour. Right size your program - one OSC manages 150-200 new leads/month. Take into account coming soon as well.Position the OSC as an extension of the sales team and it should be a performance-based role. Lean into speed to lead.Personalize the first email, text, and call with the community of interest and address any questions that came in the inquiry. Auto response doesn't count.Make your messaging relevant and simple. And know your audience - one size doesn't fit all on follow up templates.Develop and follow a process. You need a process for new leads, responsive leads, prospecting, coming soon communities, call path, and handoff. Be curious! Discover don't info dump and set appropriately qualified appointments for your sales team.Know your numbers and the why behind them. Reporting is your responsibility. Leads, lead sources, conversion to appt, show rate, appt to sale, and overall contribution.Make the phone your best friend and make it a priority. Answer rate needs to be 80% or higher.Prospecting is a first priority. If you don't have the bandwidth to make prospecting monthly emails and daily outbound calls, then consider a couple of things: how you manage your day and if you need a team member? With almost 20% of appointments coming from aged leads, you can't afford not to do it.Come out from behind the screen and connect with sales. Whether this is sales meetings, in person at the community, or virtually.Stay up to date on your tech stack.Remember your value and the impact you have on your company. Know how to explain your role confidently. Skills CheckAnything on the manifesto that you're not following or don't have implemented, sit down with leadership and talk it through. Don't go with complaints, but with solutions.

Send us Fan MailIn this episode of Anewgo of New Home Sales, host Anya Chrisanthon brings together three powerhouses for a conversation that will completely change how you think about AI in home building.Joining her are Barrett Davis, Co-founder & CEO of Nter Now and HomesScribe.ai, Melissa Cervin, VP of Marketing at Lombardo Homes, and John Lee, CEO of Anewgo.Here's the thing: AI isn't a future problem. It's a right-now problem. And this episode doesn't just talk about it, it shows you exactly what's happening.Inside this episode:The live AI-to-AI phone call demo: Barrett built an AI buyer's agent that called Lombardo's AI sales assistant, negotiated pet-friendly customizations, asked about floor plan options, and booked a tour. No humans involved. Five minutes. Real.Melissa's unfiltered lessons from deploying "Toni": Lombardo's AI shopping assistant, what went right, what surprised her, and why early adoption is messy but worth itWhy your website is now a battleground: smart browsers like Gemini, Perplexity, and ChatGPT's Atlas are comparing you to your competition from a side panel while buyers shop your siteThe LLM shopping experience: how Anewgo's interactive floor plan tools and exterior color configurators are showing up directly inside ChatGPT conversations before buyers ever reach your websiteThe AI shift parallel every builder needs to hear: Melissa compares where we are now to when web leads first appeared, and why the builders who wait will regret itHow to introduce AI to a hesitant sales team without fear, resistance, or revoltWhat "agentic AI" means for your OSC: and why your phone might already be ringing with AI on the other endWhether you're a builder, marketer, OSC, or sales leader, this is the episode that makes it real.

Oogun in the area!  This edition of Swap Meet on 95bFM sees Oogun of Drunk Elephant Sound take the controls again. We have to kick off with Seun Kuti & Egypt 80 (as he's just announched a show 30 May at the Auckland Town Hall), celebrate 40 years of Anita Baker's Rapture LP. From there the show journeys through Hammond organ jazz courtesy of Jimmy Smith & Wes Montgomery, the irresistible samba groove of birthday boy Jorge Ben, Zanzibari taarab rhythms from Rashid Makame, and the hypnotic desert blues of DJ Bamanan. Rail Band and Orchestra OK Jazz bring the golden age of Malian and Congolese rumba into the mix, while Ebo Taylor and the Souljazz Orchestra represent the broader Pan-African sweep that runs through the whole set. Oogun also brings original productions - "Version for Version" and "Deep Architecture" teaming with OSC alias  sitting alongside dub selections from Mungo's Hifi, Matty G and Jaffa Sound that give the show its NuZillund reggae tip. We spin Gang Starr to salute Preem's birthday, Ethiopian jazz textures arrive via Zena's "Kazanchis" (Brownswood) and AHC's "Push Me Pull You," and the cosmic soul of Nona Hendryx and Azimuth round things out. Press the button.

Oogun in the area!  This edition of Swap Meet on 95bFM sees Oogun of Drunk Elephant Sound take the controls again. We have to kick off with Seun Kuti & Egypt 80 (as he's just announched a show 30 May at the Auckland Town Hall), celebrate 40 years of Anita Baker's Rapture LP. From there the show journeys through Hammond organ jazz courtesy of Jimmy Smith & Wes Montgomery, the irresistible samba groove of birthday boy Jorge Ben, Zanzibari taarab rhythms from Rashid Makame, and the hypnotic desert blues of DJ Bamanan. Rail Band and Orchestra OK Jazz bring the golden age of Malian and Congolese rumba into the mix, while Ebo Taylor and the Souljazz Orchestra represent the broader Pan-African sweep that runs through the whole set. Oogun also brings original productions - "Version for Version" and "Deep Architecture" teaming with OSC alias  sitting alongside dub selections from Mungo's Hifi, Matty G and Jaffa Sound that give the show its NuZillund reggae tip. We spin Gang Starr to salute Preem's birthday, Ethiopian jazz textures arrive via Zena's "Kazanchis" (Brownswood) and AHC's "Push Me Pull You," and the cosmic soul of Nona Hendryx and Azimuth round things out. Press the button.

Host Jen Barkan is joined by Online Sales Consultant of the Year, Felicia Berry from Viera Builders, and Online Sales Consultant Team of the Year, Karen Schieb and Jennifer Wammack from M/I Homes, who share their career journeys, how the OSC role has evolved over the years, and what drives success in today's market. They talk about how strong relationships, fast and personalized follow-up, teamwork, and persistence are key to standing out.HousekeepingOnline Sales Academy – April 1-3, 2026: Registration is open! Ideal for new OSCs or anyone ready to sharpen foundational skills Key TakeawaysGreat Team Dynamics = Winning: Trust each other, communicate constantly, document thoroughly, and root for each otherThe OSC Role Development: OSCs have become key to builder sales performanceWhen Demand Slows, Go Deeper: Use slower periods to go after aged leads, strengthen your training, refine processes, and build realtor relationshipsSkills CheckWhat is one skill that an OSC should brush up on right now in this market?

Chegou o momento que o fã de cinema espera todo ano, o Osc… mentira, é o episódio do Papo de Trilha sobre os indicados aos Oscars de trilha e canção! E tudo porque, seguindo venerável tradição, contamos com a presença do pessoal do Cinema na Varanda. E Diane Warren, claro.

In the first week of our Lenten series, "Snapshots of Jesus," Co-Lead Pastor Jason Coker dives into the story of Jesus' baptism in Matthew 3:13-17. Rather than viewing baptism merely as a strict act of obedience to an institution, Pastor Jason explores its historical roots in the Jewish practice of mikvah and the radical nature of John the Baptist's wilderness ministry. Ultimately, we learn how Jesus stepping into the Jordan River was a profound act of solidarity with the marginalized, the outcasts, and those pushed to the edges of society. Join us as we rethink what baptism means for us today and how it invites us into deeper alignment with the life, teachings, and solidarity of Jesus. Want to Be Baptised This Easter at OSC? Click Here Want to learn more about us and the work we do? Visit us at  oceansidesanctuary.org Chapters (00:00:00) - Snapshots of Jesus(00:03:39) - I Was Forced To Be Baptized At 15(00:09:20) - What Does Baptism Mean?(00:16:48) - John the Baptist Calls the Disenfranchised to His Mikv(00:24:56) - What If Our Baptism Was Our Solidarity With Dissaffiliated Christians(00:33:19) - Psalm 107

It's the most wonderful day of the year! The DYC Team gathered with some of the best in the industry this past Monday for National OSC Day to celebrate and reflect on all the ways our Online Sales teams make an impact on their builders and the industry overall. Listen in to hear insights, encouragement, and recognition from some of the best Online and Onsite pros in our industry, celebrating all you do from the Online Sales seat to keep buyers excited and engaged. Key Moments & TakeawaysThe Evolution of Online Sales - Mike Lyon reflects on how the role has evolved from a flexible add-on to a critical piece of the buyer journey, and what hasn't changed: the human element.Why Online Sales Work Matters So Much - Lena Burgin, Online Sales Consultant at Level Homes and last year's National's Rookie of the Year, shares what makes the role meaningful: the opportunity to help people navigate one of the biggest seasons of their lives, every single day.The Onsite-Online Partnership in Action - Sydney Palmer, Onsite Sales Consultant at Tilson Homes and nominee for Rookie Salesperson of the Year at Nationals, explains how strong OSC relationships directly impact sales success – keeping buyers informed, excited, and confident.Setting the Stage for the Entire Customer Journey - Cassy Williamson, Sales Trainer at Impact EightyEight and author of Unapologetic, reminds us that OSCs often create the first impression – holding the customer's hand without stepping on toes and proving that when teams work together, everyone wins.The Unseen Work Behind the Scenes - Tameka Hughes, Strategic Account Manager at CallRail, highlights the unmatched effort OSCs put in every day – from power-using platforms to shaping better tools through constant feedback.The Frontline Perspective - Cassie Smith, Director of Sales and Design at Chesapeake Homes, calls OSCs the engine of the operation and the calming force for buyers early in the process. She offers a clear message to builders still on the fence: buyers are already online, but are you meeting them intentionally?Why Marketers Should Care Deeply About Online Sales - Kevin Oakley frames online sales as the ultimate attribution method – positioning the OSC as one of the most trusted sources of insight in the entire marketing ecosystem.

In this episode of the Rational Reminder Podcast, we are joined by Theresa Ebden, Vice President of the Investor Office at the Ontario Securities Commission, for a deep dive into how regulators are thinking about modern investor risks—from AI-powered scams to finfluencers and the gamification of investing apps. Theresa explains how the OSC works to protect investors through policy, education, behavioral research, and direct engagement with the public, and why investor education is one of the most powerful tools regulators have. Key Points From This Episode: (0:01:55) Overview of the OSC and why its investor research and education work matters. (5:42) What the Ontario Securities Commission does and its mandate to protect investors and capital markets. (6:25) Inside the OSC Investor Office: policy, education and outreach, and the investor contact centre. (9:28) How the Investor Office identifies priority issues using inquiry data, behavioral insights, and global collaboration. (12:11) The nature of investor inquiries: fraud, crypto confusion, complaints, and recovery room scams. (14:01) How contact-centre data feeds into education, outreach, and policy responses. (16:07) Overview of GetSmarterAboutMoney.ca and its role in investor education. (20:43) Major retail investor risks today: AI-enhanced scams, finfluencers, dark patterns, and gamification. (24:43) What to do if you're impersonated by AI in scam advertisements. (29:28) What a "finfluencer" is and the different categories they fall into. (31:01) Research findings on how strongly finfluencers influence investor decisions. (32:55) Why non-investors are especially vulnerable to finfluencer advice and social-media scams. (36:11) How investors can evaluate online financial advice and check credentials. (38:02) Regulatory challenges in overseeing finfluencers and online financial content. (41:04) How AI magnifies traditional scams and why AI-enhanced fraud is more effective. (43:42) Mitigation strategies: education, just-in-time warnings, and system-level tools. (47:25) Relationship investment scams and why they are especially damaging. (52:53) Research on gamification in investing apps and its effects on investor behavior. (55:25) The Get Smarter About Trading simulator and how it demonstrates gamification effects. (57:19) How gamification can be used positively to improve diversification and outcomes. (58:16) Theresa's perspective on success and her focus on improving the individual investor experience. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti — https://pwlcapital.com/our-team/ Dan Bortolotti on LinkedIn — https://ca.linkedin.com/in/dan-bortolotti-8a482310 Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Send a textBuilders are spending to generate leads, then failing to respond fast enough (or at all). In this episode, Anya Chrisanthon sits down with Leah Fellows (Blue Gypsy Inc.) and Carol Morgan (Denim Marketing) to break down the 2025 Online Homebuyer Mystery Shop and what it reveals about speed-to-lead, follow-up quality, and the widening gap between builders with and without Online Sales Counselors (OSCs).Download the Full Report HEREWe cover what the mystery shop tested (50 builders, real form submissions, 30-day tracking), why “no personalized email within 5 minutes” is still a thing in 2025, and what builders can do immediately without over-automating their prospects into oblivion (yes, we're talking 74 marketing emails in 30 days

In this episode, Kert and Dave discuss the new season of their podcast, focusing on the Open Showcase Competition (OSC) and its significance in the agility community. They delve into the mental challenges faced by competitors, insights on course design, and the recent winners of the OSC. The conversation also touches on management changes within the team, the impact of live streaming on accessibility, and the upcoming PSQ tryouts, emphasizing the importance of team dynamics and preparation.

Taylor Dill was recently named Director of Research for the Ohio Soybean Council. Dusty visits with Taylor to discuss what led her to this role with the OSC and more about her background in agriculture. They also discuss some of the current research being funded by the soybean check-off and future plans to help drive value back to farmers from the investments of the soybean check-off.

Send us a textA simple question opens a complicated story: what happens when you say no to a powerful directive that feels wrong? Rick joins us with 43 years of experience spanning infantry, war-zone logistics, and Pentagon program oversight to recount how refusing an alleged extortion scheme set off a cascade of retaliation, reassignment, and legal battles. The stakes are not just personal—this is about how procurement ethics, whistleblower protection, and culture shape national security and public trust.We walk through his time in Kuwait, Iraq, and Afghanistan, where he says he pushed back on inflated costs, substandard equipment, and pressure to rubber-stamp paperwork. Then we move to the Pentagon, where Rick describes a supervisor's alleged attempt to steer work from one contractor to a competitor to prompt a payoff hidden as a cost overrun. He asked for the order in writing; it never came. Instead, he says doors closed, friendships and office politics complicated oversight, and a familiar pattern emerged: small write-ups, nitpicks about tone and attendance, and a transfer that led to new allegations of harassment and denied accommodations.This conversation goes beyond headlines to examine how DEI can be misused when identity becomes a shield against scrutiny, why fewer veterans in key roles changes decision-making, and where contracting oversight often cracks under pressure. We dig into the alphabet soup—MSPB, OSC, EEOC, ADA—and how slow, costly processes can deter even the most committed public servants. The message is clear: real inclusion requires merit, transparency, and the courage to investigate quickly, document directives, and protect those who speak up. If you care about defense acquisition, government accountability, and protecting taxpayer dollars, this is a story you need to hear.If this resonates, subscribe, share with a colleague, and leave a review with your take: how should agencies strengthen oversight and safeguard whistleblowers without politics?Stories of Service presents guests' stories and opinions in their own words, reflecting their personal experiences and perspectives. While shared respectfully and authentically, the podcast does not independently verify all statements. Views expressed are those of the guests and do not necessarilSupport the showVisit my website: https://thehello.llc/THERESACARPENTERRead my writings on my blog: https://www.theresatapestries.com/Listen to other episodes on my podcast: https://storiesofservice.buzzsprout.comWatch episodes of my podcast:https://www.youtube.com/c/TheresaCarpenter76

For home builders, the first impression often occurs long before a prospect steps into a model home—it happens online. Yet new data shows that many digital inquiries are still met with slow responses, inconsistent follow-up or silence altogether. Leah Fellows, president of Blue Gypsy, Inc., and Ben Marks, president of Melinda Brody & Co., join Host Carol Morgan on the Atlanta Real Estate Forum Radio podcast to discuss what the 2026 Online Home Buyer Mystery Shop reveals about follow-up speed and missed opportunities in today's buying environment. Now in its sixth year, the study continues to reveal a critical disconnect between internal expectations and actual homebuyer experiences. Why Mystery Shopping Reveals What CRM Data Cannot Many builders rely heavily on customer relationship management (CRM) reports to evaluate performance, but those systems only tell part of the story. “CRM reports tell you what should have happened,” Marks said. “Industry shopping shows what actually happened from the customer's perspective.” That perspective matters more than ever in a market where response time, tone and consistency often determine whether a prospect converts or moves on. Mystery shopping serves as an independent check, confirming not only whether contact was attempted, but also whether questions were answered, conversations were personalized and next steps were clearly communicated. Designing a Study That Mirrors the Homebuyer Journey To capture realistic behavior, the Online Home Buyer Mystery Shop is designed to reflect how today's buyers engage with home builders. Shoppers submit inquiries through website contact forms during business hours, asking questions commonly related to current market conditions, including incentives and availability. Unlike shorter studies that focus solely on initial responses, this mystery shop tracks follow-up over 30 days. The extended window often reveals whether builders nurture demand over time or abandon leads after the first attempt. Six Years of Industry Insights and Lingering Gaps The mystery shop began in the early days of the COVID-19 pandemic, when builders were forced to pivot quickly to online sales. Despite greater awareness, results show progress has been inconsistent. Builders with online sales counselors (OSCs) continue to outperform those without, a trend largely unchanged over time. The Missing Human Element in Digital Home Sales One concerning trend in the latest report is a decline in the number of builders employing OSCs. Without a dedicated role managing online leads, inquiries are often routed to marketing teams or on-site sales agents focused on walk-in traffic, resulting in slower responses and inconsistent follow-up. Even among builders with OSCs, many fail to make the human presence visible online. About half clearly feature their OSCs on their websites. Fellows said, “Having a personalized feel to your website—that there's a real person there to help—can improve calls to action, lead engagement and more. People think they can cover the buyer journey with a chatbot or AI,” she said. “I still don't think we're there yet.” In an industry built on relationships, the absence of a clear human connection can mean missed opportunities to build confidence early. The study also highlights ongoing challenges with follow-up. Phone outreach declined again in 2025, particularly among builders without OSCs. Leads are often deprioritized when a prospect does not respond immediately. Some builders also lean too heavily on automation. Marks cited an example of a builder that sent 74 marketing emails in 30 days without any direct OSC follow-up. Without the personalized connection of an OSC, the emails likely had a high opt-out rate. Why Anonymous Mystery Shopping Drives Real Improvement Since the study is conducted anonymously, it reflects everyday behavior rather than best-case scenarios. “Advance notice changes behavior,” Marks said. “Response times improve, follow-up becomes more polished and the results no longer reflect everyday action.” Beyond evaluation, mystery shopping provides immediate, actionable insight. It highlights strengths, exposes breakdowns and establishes a baseline to measure progress over time. For builders navigating an increasingly competitive digital landscape, the takeaway is clear: consistent systems, timely follow-up and authentic human connection remain essential to converting online leads into homebuyers. Tune in to the full episode to hear expert insights on the Online Home Buyer Mystery Shop, digital lead response strategies and why speed, systems and human connection remain critical in today's home-buying journey. Learn more about Blue Gypsy, Inc., at www.BlueGypsyInc.com. For more information about Melinda Brody & Co., visit www.MelindaBrody.com. About Blue Gypsy, Inc. Blue Gypsy, Inc. is a boutique consulting and training firm that helps home builders, developers and real estate professionals strengthen their online sales performance by improving how leads are captured, managed and converted. Blue Gypsy offers customized services, all tailored to each client's specific goals and challenges. Known for its direct, results-driven approach, the firm focuses on building authentic, high-performing online sales programs that deliver measurable outcomes. About Melinda Brody & Co. Melinda Brody & Company is a specialist consulting firm that has provided video mystery shopping and sales performance evaluation services exclusively to new home builders nationwide for over 35 years. The company partners with production and custom builders to objectively assess how sales associates perform in real-world sales interactions through video-recorded visits, phone and online shops, and then uses those insights to tailor sales training and one-on-one coaching programs that strengthen team performance. Its deep industry focus and continuity of service make it a longstanding resource for builders seeking to optimize their salesforce skills and results. About Denim Marketing Known as a trendsetter, Denim Marketing has been blogging since 2006 and podcasting since 2011. Contact them when you need quality, original content for social media, public relations, blogging, email marketing and promotions. A comfortable fit for companies of all shapes and sizes, Denim Marketing understands marketing strategies are not one-size-fits-all. The agency works with your company to create a perfectly tailored marketing strategy that will suit your needs and niche. Try Denim Marketing on for size by calling 770-383-3360 or by visiting www.DenimMarketing.com. About Atlanta Real Estate Forum Radio Atlanta Real Estate Forum Radio, presented by Denim Marketing, highlights the movers and shakers in the Atlanta real estate industry – the home builders, developers, Realtors and suppliers working to provide the American dream for Atlantans. For more information on how you can be featured as a guest, contact Denim Marketing at 770-383-3360 or fill out the Atlanta Real Estate Forum contact form. Subscribe to the Atlanta Real Estate Forum Radio podcast on iTunes, and if you like this week's show, be sure to rate it. Atlanta Real Estate Forum Radio was recently honored on FeedSpot's Top 100 Atlanta Podcasts, ranking 16th overall and number one out of all ranked real estate podcasts. The post Online Home Buyer Mystery Shop: What Builders Are Getting Right—and Wrong appeared first on Atlanta Real Estate Forum.

AI-sanctions might get eyeballs, but the bigger sanctions are still for plain old bad lawyering. Jeff also raises this ethical and pragmatic question: who defends the lawyer when sanctions threaten the client? Should counsel facing an OSC retain separate counsel for the sanctions component to avoid divided attention and better protect client interests? What if the costs of independent counsel are likely to exceed the sanction?$25K for using Anti-SLAPP as a litigation weapon. A bare-bones anti-SLAPP was amplified by record emails suggesting the strategy was to inflict cost and pain rather than win on the merits.$13K for relitigating the merits through a fee appeal. The appeal purported to challenge fees, but largely recycled arguments already rejected in the prior appeal. The court finds the effort both objectively meritless and subjectively aimed at rehashing settled ground.

Thanks to our Partner, NAPA Autotech Training and Pico TechnologyWatch Full Video EpisodeMatt digs into listener-submitted questions—starting with a deceptively simple one that “freaks him out”: what's the most misunderstood concept in auto repair? From there, the episode becomes a guided tour through the gray area between knowing what's true and knowing what's useful.He revisits a frequent offender in the misinformation world: catalytic converter diagnostics, particularly the old “switch rate” concept, and why it's fundamentally flawed, even when it appears convincing on a scan tool. From there, Matt zooms out into bigger “how-the-universe-works” territory—magnetism, electric fields, and why some of the most fascinating truths about energy flow will probably never help you fix a car (but are still worth thinking about).The back half of the episode shifts into personal updates (family health), a few fun holiday questions (favorite Christmas movies), an unexpectedly intense movie rant (Thor's Endgame arc), and a grounded-but-honest take on the future of EVs and hybrids.Topics CoveredThe hardest balance in teaching and learning: accuracy vs. applicabilityWhy most misinformation in training/resources is usually unintentionalCatalytic converter misconceptions:Why “post-cat O2 switch rate” is a bad diagnostic foundationWhy scan tool graphs can mislead you even when they “look right”What really matters before condemning a converter (fuel control, exhaust leaks, sensor accuracy, updates, airflow modeling inputs)Why OEM catalyst monitoring relies on oxygen storage capacity (OSC)—and why it's not the same as true conversion efficiencyA brief detour into physics for the curious:Magnetism as an effect tied to moving charge (and why special relativity can explain part of it)The “energy comes from the field” idea—and why it's fascinating even if it doesn't help bay workEGR follow-up: throttling losses, flame speed, and thermal efficiencyPersonal Q&A: updates on Matt's dad's recovery and implanted defibrillator; Danielle's long recovery arcHoliday lightning round: favorite Christmas moviesMovie plot that frustrates Matt most: Thor from Ragnarok → Endgame (and why “Fat Thor” was mishandled)EV future: energy density limits, why hybrids may remain the practical middle ground, and where hydrogen might fitKey Takeaways“What looks true” on a scan tool isn't always what the monitor is actually judging.Catalyst diagnostics are more systems-based...

This final episode of 2025 features Brent Johnson of Santiago Capital discussing the year's volatility and the structural global regime shift underway, operating at the intersection of capital flows and geopolitics. Johnson argues that President Trump has effectively dismantled the post-World War II rules-based order by unapologetically saying the U.S. is now acting solely for its own benefit, creating a "brave new world" for markets. A key misunderstanding among investors is the belief that the U.S. will inevitably lose its place in the world, yet Johnson maintains that the Western Hemisphere still provides the best relative opportunities for asset allocation. This shift is marked by the move toward centrally planned, state-sponsored markets, exemplified by the Department of War's Office of Strategic Capital (OSC), which acts as a 21st-century Manhattan Project to secure supply chains. The OSC facilitates this by using public-private partnerships to match government funds with private capital, thereby financing the re-shoring and remilitarization of strategic industries. This government focus on national security is expected to override environmental concerns, creating opportunities in North American natural resource sectors, like energy, earth minerals, gold, and silver, over the next decade or two. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pitch for the deposed dictator White Lotus SOCOM creatine and super soldiers Learn more about your ad choices. Visit megaphone.fm/adchoices

We've got a full house with Tony, Justin and Eric today. We get into: The hottest NDAA takes on the airwaves (DFC, OSC, AUKUS, Taiwan, contested logistics, Xi's money) Tony has an amazing tv pitch for the deposed dictator White Lotus SOCOM creatine and super soldiers Learn more about your ad choices. Visit megaphone.fm/adchoices

Jen Barkan is joined by Meagan Baker, Senior Marketing Manager for Boise Hunter Homes, to explore what it really takes to build and lead a successful online sales program. From launching an OSC role inside a busy organization to rebuilding trust and structure within a sales team, Meagan shares the leadership moves, mindset shifts, and operational systems that lift performance. This is your chance to hear how strong management becomes the secret sauce behind a thriving OSC team.TITO ShoutoutLeah Russell – top producer of the year for the entire Gulf Coast region at DR Horton and a champion for heart, patience, and perseverance in the OSC seatKey TakeawaysWhy the OSC program fails without clear leadership alignmentHow Meagan won buy-in from a skeptical onsite teamThe critical early steps for launching a new OSC programWhat leaders should prioritize when hiring their first or second OSCSkills Check1. Schedule a weekly standing meeting with your manager to review numbers and needs.2. Build your agenda before that meeting so you lead the conversation with clarity.3. Send proactive updates to sales leaders, especially when communication feels siloed.4. Strengthen your dotted line by sharing quick video updates with sales teams.5. Ask the questions you need to succeed, especially when you are new to the role.

Send us a textKendra McDonald serves as the CEO of Canada's Ocean Supercluster (OSC), where she spearheads a national effort to accelerate ocean innovation and cement Canada's position as a leader in the sustainable blue economy. Her leadership at the OSC has been instrumental in generating thousands of jobs and launching nearly 200 ocean companies. Notably, Kendra has been recognized as one of Atlantic Canada's Top 50 CEOs and as one of Canada's leading sustainability figures. Her previous role as a partner at Deloitte and the first Chief Audit Executive for Deloitte Global brings over 30 years of expertise in innovation and strategic growth to her current initiatives.Episode Summary:This insightful episode of Leadership Moments, hosted by Stacey Caster and Tracy Ann Palmer, features an engaging discussion with Kendra McDonald, CEO of Canada's Ocean Supercluster. The conversation centers around Kendra's transformative work in the sustainable blue economy and her personal journey of leadership and innovation. Kendra shares her wisdom on the importance of authenticity in leadership, deriving energy from problem-solving, and the necessity for continuous learning across a professional lifetime.In this episode, Kendra delves into the critical components that make a great leader—combining vision, systems, and people. Kendra's narrative provides listeners with an understanding of what an ocean supercluster entails and how Canada's OSC is building economic growth through sustainability initiatives. Her perspectives on collaboration, particularly involving women and minorities in STEM, highlight her commitment to diversity and inclusion. Her openness about transitioning careers and embracing innovation serves as an inspiring blueprint for professionals at any stage in their careers.Key Takeaways:Authentic Leadership: Kendra emphasizes the significance of being an authentic leader who actively marries vision with practical systems and people management.Continuous Learning: Understanding the importance of constant education and evolving one's career to stay relevant and invigorated.Collaboration Across Boundaries: Insights into effective collaboration despite hierarchical limitations and the value of diversity and inclusion in STEM fields.Introvert Leadership: Dispels the myth that introverts cannot succeed as leaders, stressing the power of being a thoughtful listener.Career Expansion and Change: Kendra's career journey demonstrates the courage to pivot professionally after decades of success and finding purpose in new challenges.Notable Quotes:"You have to walk the talk. You have to be authentic as a leader if you're not doing it.""For me, a great leader needs to be able to marry three things: vision, systems, and people.""Fall in love with the problem, not the solution.""You can't go to school for this stuff; sometimes you have to watch others and learn by doing.""It's not about the loudest voice in the room. It's about the best listener.All episodes and guest requests can be found at:www.leadershipmomentspodcast.comFollow Stacey Caster on Instagram @staceycaster_Follow Tracy-Ann Palmer on Instagram @tracy_ann_palmer

This week Amanda and Lauren covered the rise and fall of the crypto king, Gerald Cotten.Sources:CBC: “Quadriga CEO's widow speaks out over his death and the missing crypto millions” by Cassie Williams with additional reporting by Andrew ChangCBC: “Crypto exchange Quadriga was a fraud and founder was running a Ponzi scheme, OSC report finds” by Tara DeschampsCoindesk: “Gerald Cotten” by Nikhilesh DeVanity Fair: “Ponzi Schemes, Private Yachts, and a Missing $250 Million in Crypto: The Strange Tale of Quadriga” by Nathaniel RichThe Independent: “‘Bitcoin widow' reveals how she fell victim to her own husband's $215m scam after his mysterious death” by Josh MarcusNewsweek: “‘The Crypto King': Who is Gerald Cotten and Where is Gerry Now?” by Molli MitchellOntario Securities Commission: “QuadrigaCX” Vancouver Sun: “B.C. seeks forfeiture of money, gold bars linked to failed cryptocurrency company QuadrigaCX” by Gordon HoekstraNew York Times: “Crypto-Exchange Says It Can't Pay Investors Because Its C.E.O. Died, and He Had the Passwords” by Karen ZraickNetflix documentary: Trust No One: The Hunt for the Crypto KingExit Scam podcast: 8 episode seriesWikipedia

Author and Blue Gypsy Inc. founder Leah Fellows joins Anya to unpack the playbook behind elite Online Sales Counselor (OSC) programs, and her new book, Attract, Engage, Convert. We cover what great OSCs actually do, how to hire the “unicorn,” and why top-down leadership buy-in is non-negotiable. Leah shares practical tactics for warmer websites, video-first outreach, ungated content, and human-centered nurturing—plus how to blend chat/AI tools without losing the personal touch.You'll learn:-The must-have traits of a high-performing OSC (and the biggest hiring mistakes to avoid)-How to structure training, processes, and metrics that move appointments → sales-Website essentials for OSC success: strong CTAs, visible human presence, and smart use of video-Why gating hurts conversion—and where to earn contact info instead-Turning cold leads warm: segmented follow-ups, personalized video, and practical nurture tracks-Smooth handoffs: chat/AI → OSC → onsite, with clear communication and accountability-When (and how) to audit your existing OSC program for quick winsGuest: Leah Fellows, Founder/CEO, Blue Gypsy Inc.; author of Attract, Engage, Convert. Topics: online sales counselors, new home sales, home builder marketing, AI assistants vs. chatbots, lead nurturing, conversion optimization, customer experience.If you're a builder or marketer ready to level up your OSC program—and your conversions—this episode is your roadmap.

we cooked better than cafe milano 00:00 Colby's trainwreck of a hearing + right wing DC food 16:42 Countering Drones 35:32 How to train seriously Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro music: more suno https://suno.com/s/hpZX8pdjirTsM5je Learn more about your ad choices. Visit megaphone.fm/adchoices

we cooked better than cafe milano 00:00 Colby's trainwreck of a hearing + right wing DC food 16:42 Countering Drones 35:32 How to train seriously Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro music: more suno https://suno.com/s/hpZX8pdjirTsM5je Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh Selleck from TriPointe Homes joins host Jen Barkan to talk mindset, motivation, and the tools that keep you sharp when the market gets messy. Before stepping into the OSC role, Josh built a career in real estate, helping him deepen his understanding of where customers get stuck in the complex process of buying or building a home. In this episode, he shares how consistency, curiosity, and care make all the difference, especially in a tougher market.Special AnnouncementsRegistration is now open for the next Online Sales Academy! If you're brand new to online sales or have been in the role without any formal training, this event is tailor-made for you! The Online Sales Academy gives you proven systems, expert guidance, and a solid foundation to build your success. Space is limited, so register now to reserve your spot.That's a rap - Listen all the way to the end of this episode for a very special OPT musical debut…TITO Shoutout [04:32]TriPointe Homes team made 30,000+ outbound calls in six weeksFrom Politics to ProspectingJosh shares his industry storyHow to stay positive when it gets toughThe 3 skills an OSC needs to be successfulWisdom from Josh's Perfect-Secret-Shop-Score-Earning PracticesStart where your influence actually livesHow do winners use the CRM? Together.The three qualities it takes to succeed in this marketThe mindset Josh brings to every single leadSkills Check [26:31]Make a two-column listFill the first column with everything you can control: attitude, follow-up, processFill the second column with everything you can't control: interest rates, cranky buyersStay motivated - focus on what you can control

Hoy te compartimos una serie de afirmaciones que te ayudarán a fortalecer tu confianza, mantener la motivación y conectar con tus sueños. Repite estas palabras cada vez que necesites recordarte de todo lo que eres capaz de lograr.–A lo largo de estos 4 años de Durmiendo Podcast, hemos compartido episodios que les han ayudado muchísimo. Por eso, hoy traemos de vuelta las herramientas que más han resonado con ustedes y que les han acompañado a cerrar su día con calma

Want more qualified appointments without racing to the bottom on price? Marketing leader Ken Tucker (Changescape Web) breaks down a practical AI speed-to-lead system for home builders, covering AI phone assistants, OSC roles, answer-engine optimization, and a content machine that actually moves the needle.What you'll learnWhy “first response wins” (and how AI makes it instant—24/7)AI voice/chat setup: FAQs, escalation rules, booked-appointment targetsWhere OSCs fit next to AI (and how to keep the “talk to a human” option)Tech stack sanity: CRM + ops tools, APIs/Zapier, and subscription auditsContent flywheel: short videos → blogs → social → press → emailAnswer-Engine Optimization (AEO): schema, local SEO, reviews, Reddit/LinkedIn signalsGuest: Ken Tucker — author of Content Marketing for Local Search (updated with AI strategies) Chapters 00:00 Intro 01:40 Ken's IT→Marketing journey & podcast lessons 03:30 Speed-to-lead: why first wins (even vs. price) 10:30 OSCs, AI chat/voice, and instant response 12:45 Training AI with FAQs + escalation to humans 20:10 Jobs & AI: repurposing roles, “rejection-proof” follow-up 21:30 Local content with AI: FAQs, repurposing, signals 26:00 AEO, schema, Bing/LLMs, reviews & reputation 34:00 How to reach Ken + final takeawaysLinks 

Hoy buscamos formas de salir de nuestra zona de confort y ver más allá de la incomodidad para poder crecer, evolucionar y alcanzar nuestros sueños y metas. Porque el cambio duele, pero quedarse igual también.–A lo largo de estos 4 años de Despertando Podcast, hemos compartido episodios que les han ayudado muchísimo, y hoy queremos traerles de vuelta todas esas herramientas que han resonado con ustedes y cambiado sus mañanas ☀️.En este episodio hablamos de:Qué hay más allá de nuestra zona de confortEs necesario incomodarnos para alcanzar nuestros sueñosCómo conectar con la motivación y disciplinaSi quieres conocer más de Despertando Podcast síguenos en nuestras redes sociales:

On this week's episode of The Home Builder Digital Marketing Podcast, Greg and Kevin review highlights from the 2025 Home Builder Digital Marketing Summit in Atlanta, Georgia. They give an overview of the speakers, roundtable discussions, and the marketing, OSC, and leadership education tracks. If you couldn't attend this year, listen to this episode to catch up on what you missed. Don't forget to mark your calendars for the 2026 Home Builder Digital Marketing Summit scheduled for September 23rd and 24th in Dallas, Texas. https://www.buildermarketingpodcast.com/episodes/290-2025-home-builder-digital-marketing-summit-recap-greg-bray-and-kevin-weitzel  

Online Sales Counselors are no longer optional, they're essential. In this episode, Anya Chrisanthon sits down with Ingrid Ricks (formerly Prince), founder of Convertly Sales Solutions, to talk about creating and scaling effective OSC programs for builders of any size.Ingrid shares:Why small and mid-sized builders absolutely can (and should) have OSCsHow to structure 10–14 touchpoint follow-ups that actually convertThe surprising data behind today's 300-day+ buying cycleHow AI and chat assistants are reshaping the OSC roleWhy “no lead left behind” should be your 2026 mottoWhether you're running 50 leads or 5,000, you'll walk away with actionable steps to improve response times, nurture old leads, and personalize the buyer journey with data and automation.

In this episode, Jen Barkan welcomes guest Kendall Pashak, Online Sales Manager for Hartford Homes to talk about what it really takes to be a standout performer even in a slow market.Kendall shares priceless insights from her award-winning results in the OSC seat to help you prospect, nurture, and track even the longest leads so you can communicate your full value. TITO [4:01]Danielle Evans with Bishard Homes - Danielle made 908 outbound calls in 30 days; way to go! Key TopicsIntentional prospecting efforts: how to do it and why tracking results makes a differenceTexting vs. phone convos - what's the difference?How Online Sales can be a forecasting resource well beyond the 30 day window - when done rightThe what, how, when, and why of communicating value to other departmentsRetrospective advice Kendall would give her past self on Day 1 Skills Check [41:44]Email your leadership and on site sales weeklyInclude prospecting efforts and resultsKeep a running list throughout the week for easy compiling later

Looking at the history of apostasy in the west from the time of the Great Schism up to modern times. Review of the first OSC courses done five years ago and primer for the upcoming lectures.Support the showVisit Our Site // Grab Some Merch // Become A Patreon Member

Our third defense pod, I guess we're really doing it now. Like and subscribe if you're just here for our Civil War coverage. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: After going through twenty different John Brown's Body recordings this one was my favorite, an acapela rendition by Deborah Anne Goss https://open.spotify.com/track/20id0r7ZlSIFxKifoEFlfC?si=0d2a59f7dfe142fa Learn more about your ad choices. Visit megaphone.fm/adchoices

Israeli/Ukranian-style bolt from the blue drone attacks freak out Eric. I don't buy Silicon Shield. Lessons from Waymo on about the future of warfare. Intertextual analysis of the Mick Ryan interview. Fed Supernova, which is a terrible name for a conference, and counterintelligence. Has John Bolton taken enough Ls already? I guess not. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: Bach, Chris Thile, Partita 1 in B Minor 1002: VI. Double https://open.spotify.com/track/780bh3MspPK19jVDD7EIKu?si=4809af67eda34c38 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and the Canadian Investment Regulatory Organization (CIRO) confirms what many already suspected: Canadian bank branches aren't in the business of giving impartial advice—they're selling financial products. Ben breaks down the implications of this study, which surveyed nearly 3,000 bank-affiliated mutual fund representatives, uncovering troubling statistics about sales pressure, lack of credentials, misaligned incentives, and poor client outcomes. From limited product shelves and high-fee mutual funds to representatives with minimal financial education, the findings expose systemic flaws in the bank advice model. The second half of the episode is a conversation with Connor and Taylor Hewson, who recently joined PWL Capital after operating their own multigenerational advisory firm. They reflect on the decision-making process, their practice's evolution, and how joining PWL aligned with their mission to deliver better, evidence-based advice to clients. Their story illustrates the professionalization of financial advice in Canada and what's possible when advisors choose client outcomes over product sales.   Key Points From This Episode:   (0:02:33) Introducing Connor and Taylor Hewson and their firm's integration with PWL Capital. (0:03:55) Why Canadians' loyalty to banks puts them at risk of poor financial advice. (0:06:22) Bank branch “advisors” often lack credentials and act as commissioned salespeople. (0:08:08) Overview of CBC's 2024 investigation into bank sales practices. (0:10:11) The OSC and CIRO's comprehensive 2024 survey of bank mutual fund reps. (0:11:47) One-third of bank reps agree their pay structure prioritizes sales over advice. (0:13:17) 35% of reps experience sales pressure “often” or “always.” (0:16:32) Almost half of bank reps believe clients would benefit from non-bank products. (0:18:52) A shocking 23% of reps couldn't define “MER”—a key mutual fund concept. (0:21:03) Advisors often make the same poor investing choices as their clients. (0:23:55) Why credentials like CFP and CFA—and firms that support them—matter. (0:26:18) How PWL Capital's structure addresses the problems with bank advice. (0:27:43) Taylor and Connor's journey from family firm to joining PWL. (0:31:18) Why they shifted from resistance to excitement about the acquisition. (0:35:46) Letting go of the need to “do everything” and focusing on client relationships. (0:40:06) How clients reacted to the transition—and the surprising questions they asked. (0:42:40) What they'd tell other advisors considering a move to PWL. (0:44:41) Building the future of advice by creating a true apprenticeship model. (0:52:12) Why advice—not just products—should be the center of financial services. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

We talk AGI nihilism in the Taiwan fight, combined arms breach, and Palmer Luckey's Taiwan speech. Part 2 explores Detachment 201, the evolution of the Office of Strategic Capital, and the MP Materials rare earths deal. Guests include: Tony Stark, Army vet who writes https://www.breakingbeijing.com/ Justin McIntosh, former Green beret who writes https://justinmc.substack.com/ Eric Robinson, lawyer and Army vet who spent time in OSC, JSOC and the NCTC Outtro Music: Last Chance, Mary Cox https://open.spotify.com/track/3LAOSqy3DoiA1OiPxC9yMe?si=da00b16696f042f8 Learn more about your ad choices. Visit megaphone.fm/adchoices

• Repeating “time for a bath” gag with tax refund references • Joke about buying gas and candy with tax refund • Mentions donation to charity during checkout • Sassy and exaggerated tax refund persona named “Taxitude” • Introduction of Friday Free Show • Guest appearance by comedian Amy LaCour • Mention of David Jolly possibly joining later • Promotion of Funny Bone show with Jari Nose and Preacher Lawson • Mention of new Tom and Dan merch, including car coasters and sticker packs • Collaboration with Hittin' Skins for promo items and car wraps • Upcoming Tom and Dan straw hats and sun shirts • Praise for Eric Merchman's tropical sun shirt design • Shoutout to the Orlando Science Center's DC exhibit and summer camps • OSC.org mentioned, mix-up with OCLS (library) • Library event Melrose Pop Festival mentioned • Clarification for Amy about Hittin' Skins not being “skin” related • Ball and bat wings humor and exaggerated ball descriptions • Amy's background as a licensed mental health counselor and former therapist • Amy now does comedy and therapist trainings • She runs a live psych show with comedians • Discussion about Psychology Today being viewed as pop-psych • Debate over inviting yourself to events • Example involving Dan's daughter Maisie and dance invitations • Article arguing self-invites aren't as embarrassing as people think • Dan strongly opposes people inviting themselves to events • Tom mentions his hesitation to invite others due to obligation concerns • Example of Sam being invited/not invited to events • Issue of boss-employee social invites creating pressure • Tom avoids inviting friends without kids to kid-centric events • General dislike for being invited to social events • Stories of people guilt-tripping them for not attending events • Mention of Guy Torre calling out Dan for never attending his shows • Acknowledgement that Tom is more welcoming to invites • Jokes about Tom just wanting women at pool parties • Dan jokes about Tom's long-term swinging attempts • Dan explains he doesn't care who visits unless he dislikes them • Discussion on whether people can tell if they're not welcome • Psychology Today article suggests fear of self-inviting is often unwarranted • Author claims people often don't invite others due to oversight, not rejection • Dan and Tom contrast personalities—Dan needs control, Tom is more spontaneous • Questioning the legitimacy and data behind the Psychology Today article • Speculation that Gen Z may have a different view on self-inviting • Amy refuses to self-invite to avoid making people uncomfortable • Reference to Ross McCoy awkwardly asking Dave Coulier to open for him • Dan recounts being embarrassed during Ross's interaction with Coulier • Amy discusses how hard it is to ask to be booked on comedy shows • Social media makes self-inviting to shows easier for comedians • Discussion on generational differences in communication and etiquette • Facebook events blur the lines between open and private invitations • Amy accepts not being invited if it's a small, intimate gathering • Discussion on deliberate versus accidental exclusion from plans • Tommy afraid to invite friends due to childhood trauma from Crystal's story • Crystal's birthday party trauma unintentionally affected Tommy's behavior • Dan jokes about past trauma and inappropriate parental behavior • Amy describes being methodical with party invites to ensure good experiences • Amy admits to being called the “party Nazi” for controlling party dynamics • She avoids inviting incompatible personalities to certain themed events • Amy attending a Lonely Island-themed party • Tom jokes about costume ideas for the party, including “jizz in my pants” • Amy prefers structure and scheduled fun at social gatherings • Amy's husband dislikes social planning and prefers to chill • Andrea also values structured, intentional downtime • Dan surprised that Amy doesn't force her husband to participate • Dan shares story of Andrea surprising him with a new Switch 2 • Dan perceives Andrea's surprise as a show-off move to Tom • Dan complains Andrea scheduled family time like a prison warden • Amy realizes her family dislikes being scheduled for activities • Discussion about learning to stop forcing family to hang out • Amy now asks for small, voluntary time with husband and kid • Tom relates to Amy's experience with family scheduling pressure • Segment transition teased with upcoming gripe from Tom ### **Social Media:**   [Website](https://tomanddan.com/) | [Twitter](https://twitter.com/tomanddanlive) | [Facebook](https://facebook.com/amediocretime) | [Instagram](https://instagram.com/tomanddanlive) **Where to Find the Show:**   [Apple Podcasts](https://podcasts.apple.com/us/podcast/a-mediocre-time/id334142682) | [Google Podcasts](https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZWRpb2NyZXRpbWUvcG9kY2FzdC54bWw) | [TuneIn](https://tunein.com/podcasts/Comedy/A-Mediocre-Time-p364156/) **The Tom & 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