Podcasts about private clients

Kim Moody, Tax Expert, Founder of Moody's Private Client and Author of "Making Life Less Taxing", joins Greg to talk about how the federal government is depending on increased tax penalties to help pay for its spending Learn more about your ad choices. Visit megaphone.fm/adchoices

Many people spend their entire lives building wealth and security, but end up leaving everything they've built tied to a single country, exposing themselves to unnecessary risk. This is exactly why my Private Clients and I utilize a time-tested strategy called "flag planting." In this episode, I outline how you can do the same legally, efficiently, and confidently, no matter where you're starting from. Enjoy! IN TODAY'S EPISODE: Tune in to discover the nine critical flags you must plant now to shield your life from collapsing systems. Listen in to better understand why holding all your assets in USD, CAD, or any fiat currency is financial suicide. Discover how global censorship and surveillance are crushing democracy in the West. Find out why renouncing US citizenship is no longer a fringe idea but a critical step for Americans serious about protecting their wealth. STAY IN TOUCH! Stay in touch with the latest news affecting the expat world and a steady stream of my thoughts and opinions on geopolitics by subscribing to our newsletter. You will receive the EMS Pulse newsletter and the weekly Expat Sunday Times; sign up now and receive my FREE special report, “Plan B Residencies and Instant Citizenships.”   RELATED EPISODES 348: Birth Tourism: How To Secure Your Family's Future – Mike Qu 341: AI, Inflation & Economic Collapse: The Future Of Money – Thorsten Wittmann 324: Why An Offshore Plan-B Is The Best Insurance Against Politics Mentioned in this episode:Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I've partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you're serious about protecting your wealth, get the details now at ExpatMoney.com/goldOffshore Gold & SilverNo Plan-B Without the LanguageIf you're planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn't optional. It's protection. It's access. It's power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com.

If you've been feeling stuck, stretched thin, or dreaming of finally starting your private practice, then this episode is your summer nudge!Stop waiting for the perfect time, it's already here! You don't need to quit your job, you just need a plan! And that's exactly what I'm talking about today.In this episode, I'm talking about why summer is the best time to start seeing private clients and what you need to put in place now to make it happen.In Today's Episode, We Discuss:Why summer is the best time to start your private practiceWhat you need (and don't need) to get startedMy free 3-day training series taking place in MayWhen fall comes around, I don't want you to be filled with the usual dread. This is your time to build your dream practice, and I am here to help you! To register for my free 3-day training, See Clients This Summer, head over to planyourprivatepractice.com.Resources Mentioned: Want to see clients this summer? Join our free, 3-day training series: www.PlanYourPrivatePractice.comWhere We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Connect on Facebook: https://www.facebook.com/groups/slp.private.practice.beginners/Mentioned in this episode:Register for the "See Clients This Summer" Free Training Event --> www.PlanYourPrivatePractice.com

Are you worried about the future of your wealth? You're not alone. Sweeping reforms to pensions, inheritance tax, business relief, and agricultural relief are coming in 2026 and 2027 — and they could have a major impact on your estate and the legacy you leave behind. In this must-listen episode of The Retirement Café Podcast, I'm joined by Lucy Obrey, Partner and Head of Private Client at Higgs LLP, to break down what these proposed changes really mean for business owners, landowners, and pension holders — in other words, most of us. You'll learn:

Private Clients partner Theresa Balducci and corporate associate Adam Unger are joined by Matt Joyce, 14-year veteran of Major League Baseball and one-time Major League Baseball All-Star, to discuss issues faced by professional athletes in managing their personal finances. Matt shares his personal experiences, both during and after his tenure as a professional athlete. The podcast discusses how to engage in strategic financial planning and have a long-term mindset if you are in a position of coming into a significant amount of money. The podcast further discusses the importance of retaining and engaging reputable professionals, including a lawyer, investment manager and an accountant, particularly when considering potential investment opportunities. Theresa, Matt and Adam highlight that professional athletes, for whom risk-taking is the norm, need to consult with seasoned professionals to minimize potential risks in new investment opportunities and to draft documents critical for asset protection including a will, power of attorney, health care proxy and a pre-nuptial agreement. Theresa elaborates on how professional athletes can achieve their financial goals, including asset growth and protection and tax planning, at different life stages.Music by Michelangelo Sosnowitz

Marc Walton, Forex Mentor, retired from trading for clients in spring 2020. He now focuses on running Forex Mentor Pro, his passion. Marc takes on a few private clients each year who wish to fast-track their trading progress.Marc trades forex, crypto and actively invests in metals and mining stocks.Marc sold his successful business in the UK in 2000, then invested in property to create income & emigrated with his wife & young kids to the Canary Islands. He lived out his dream to be a singer & guitarist in a band for the first few years and on the side was trying to learn how to trade (badly!).After losing over $20k in trades and spending another $10k on wonder systems, Marc was on the verge of quitting. He needed to make a drastic change.After working privately with a mentor, Marc managed to turn things around and became a consistently profitable trader. He then was introduced to a fund in the US where he began trading their client funds while living in a beautiful part of the world, trading for just a few hours a day.No boss, no staff, no commute, no hassles.Marc earned more money from trading than when he employed over 20 people + all the stress that went with it.https://www.forexmentorpro.com/

Marc Walton, Forex Mentor, retired from trading for clients in spring 2020. He now focuses on running Forex Mentor Pro, his passion. Marc takes on a few private clients each year who wish to fast-track their trading progress.Marc trades forex, crypto and actively invests in metals and mining stocks.Marc sold his successful business in the UK in 2000, then invested in property to create income & emigrated with his wife & young kids to the Canary Islands. He lived out his dream to be a singer & guitarist in a band for the first few years and on the side was trying to learn how to trade (badly!).After losing over $20k in trades and spending another $10k on wonder systems, Marc was on the verge of quitting. He needed to make a drastic change.After working privately with a mentor, Marc managed to turn things around and became a consistently profitable trader. He then was introduced to a fund in the US where he began trading their client funds while living in a beautiful part of the world, trading for just a few hours a day.No boss, no staff, no commute, no hassles.Marc earned more money from trading than when he employed over 20 people + all the stress that went with it.https://www.forexmentorpro.com/

Discover the most powerful investment you can make according to financial strategist Mark Murphy - investing in yourself. Learn how focusing on your own talents, education and network can yield the highest returns for your career and life. Gain insights from Mark's own journey growing his firm to over $2 billion in assets under management. Learn more about your ad choices. Visit megaphone.fm/adchoices

With the Australian reporting season just about coming to an end, Nvidia has been a big focus for investors on Wall Street. MARKET WRAP: ASX200: up 0.33%, 8,268 GOLD: $2,909 US/oz BITCOIN: $136,955 AUD Qantas shares jumped another 5.6% on the day to $9.39 – and has gained more than 80% over the last year. Medibank Private announced better retention of clients and fewer claims shares up just under 10% to $4.42 Ramsay Health Care shares up more than 6% to $36.18 Infratil lifted more than 2% to $9.72 after an increase in shareholding from some board members. Sequoia reported 137% lift in profit - shares jumped more than 3% to 44 ½ cents. Perpetual fell just under 10% after a disappointing reporting result and again confirming the takeover from private equity firm KKR was off the table. Mercury New Zealand shares down 7% to $5.40 Pro medicus fell more than 3% to $263.08 and CSL fell 1.7% to $260.29 And Wisetech global have had a busy week, but shares were sold down today down to $93.99. CURRENCY UPDATE: AUD/USD: 62.95 US cents AUD/GBP: 49.7 pence AUD/EUR: 60 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Mike Linter, Global Head of Private Enterprise Tax, Tax & Legal, KPMG International, and Partner, KPMG in the UK; Greg Limb, Global Head of Family Office and Private Client, KPMG International, and Partner, KPMG in the UK; and Camilla Cullinan, Tax Partner at KPMG in Ireland and KPMG's EMA Head of Family Business, explore wealth and succession taxes and key considerations for private companies.

We hear how to save money and sort your finances if you are paying a child through college. Director at Private Client's Metis Ireland Paddy Andrews discusses the rising cost of third-level education for parents with Pat on the show this morning.

If you want to get into private practice with purpose and confidence, this episode is for you! My guest today is Eliana Provenzano-Lewis. Eliana is a bilingual speech-language pathologist with a pediatric private practice in Tulsa, Oklahoma. She started Monarch Speech and Language Therapy in 2023 after feeling determined to explore different work environments.Using what she learned in the Grow Your Private Practice program, Eliana is expanding her services to include parent coaching, educational workshops, and plans for hiring other therapists to grow her reach.In this episode, Eliana shares the challenges and triumphs of private practice, as well as how she's creating a flexible career that aligns with her values and family life.Eliana is a nationally certified and state licensed Bilingual Speech-Language Pathologist in the state of Oklahoma. She received a double bachelor's degree in Communication and Sciences Disorders and Spanish. She then completed her Master's degree of Science, in Communication Sciences & Disorders. Eliana earned all her degrees at Oklahoma State University, in Stillwater, Oklahoma. Eliana's area of special interests include working with Early Intervention and Bilingualism (Spanish/English). Additionally, Eliana is very passionate about using a whole-child, and family-centered approach by teaching, advocating, and assisting caregivers with getting their child all the support they need across multiple environments (home, school, community) as soon as possible. During her free time, Eliana enjoys spending time with family and friends, enjoying time outdoors, exercising, listening to audiobooks, cooking, being a plant and dog mom, and trying new restaurants in the Tulsa area with her Husband, Dereck. In Today's Episode, We Discuss:Eliana's background in SLP and what it was like graduating during the pandemicHow she embraced her niche of bilingual therapyEliana's advice for balancing school contracts and private clientsHow a client-first approach takes the pressure off of marketing yourselfThe inspiration behind Eliana's practice and what it means to her and othersI hope Eliana's story inspires you to take the first steps toward building a practice that will give you the kind of life you've always wanted! If you'd like to learn more about our programs and how we support SLPs and OTs in starting and growing their practice, just like Eliana did on her journey, please visit www.independentclinician.com/resources.Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned: Learn more about our Private Practice Programs: www.independentclinician.com/resourcesCheck out Eliana's practice: www.monarch-tulsa.comFollow Monarch Speech on Instagram: https://www.instagram.com/monarchtulsa/Where We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram:

In today's episode I first break down how I make decisions that move me into my highest and best timeline and then I share a BTS riff to a private client so you can get a glimpse of what it looks like/feels like to work with me. I'm talking into her higher self transferring her labels of "add" and "autism" into a higher consciousness of her spiritual soul gifts. Join us for the free SOULtegic planning day where I break down a creative process to materialize your greatest year ever no matter what is thrown your way on January 26th at 1:00 pm CST. Recording available.Deepen your quality of life & relationships going further with Jodie:Follow on IG @jodierodenbaugh Complimentary FB GroupWatch our complimentary mini course Soulmate become the match for your soulmate relationshipDeepen your Relationship Alchemy with Jodie. Find everything from low investment membership to our Luxury 1:1 experiences here.Make sure to like and subscribe so you never miss an episode.And, don't forget to leave a review so we can continue to roll out transformational free content that reaches more humans. xx

The merger between Chemist Warehouse and Sigma looks closer than ever after the companies gave an update to the market today. MARKET WRAP: ASX200: down 0.75%, 8,193 GOLD: $2,612 US/oz BITCOIN: $134,135 AUD Nine of the eleven sectors were in the red, with tech stocks again the biggest loser Wisetech slid 3% to $121.79, and Xero down 1.4% to $168.62. South32 dropping 4.4% to $3.52 after saying escalating problems in Mozambique had affected transport to its operations. ANZ, Rio Tinto and Santos were all down by more than 1%. Higher real estate stocks were led by Goodman, up 1.7% and Stockland, up 2.2%. While also lifting were Wesfarmers, Pro Medicus and Resmed. CURRENCY UPDATE: AUD/USD: 64.74 US cents AUD/GBP: 49.9 pence AUD/EUR: 60 Euro cents AUD/JPY: 96 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Pink Friday Event on legal and healthcare pathways for same-sex couples Mike Kung of Goldman Sachs talks to Lisa Lam about the origin of #PinkFridayPride and its significance. He also shares some good memories about the event in the past 10 years and some highlights about Hong Kong Gay Games 2023 and yesterday's quiz night, as well as the planned LGBTQ+ choir and ESG events happening later today. Frances Tsang – Associate in the Family team at Hugill & Ip – discusses hopes and foreseeable future of LGBTQ+ equality in Hong Kong, while reflecting on landmark cases that saw brave individuals challenging the legal system at different court levels in the past two decades. Lisa moves forward to the core topic of the event where Alfred Ip – Partner and Head of Private Client at Hugill & Ip – and Nick Tsui – Anesthesiologist and co-founder of Alongside – discuss key considerations on Estate Planning for same-sex couples. Video and more Hong Kong LGBTQI legal content: https://www.hugillandip.com/2024/11/pinkfridaypride-building-tomorrow-together/

A lack of IPO action has been a mark of the ASX this year, but DigiCo is expected to list before Santa appears down our chimneys. MARKET WRAP: ASX200: down 0.75%, 8,193 GOLD: $2,612 US/oz BITCOIN: $134,135 AUD Financial stocks were down 1.1% Commonwealth Bank gave its first quarter update, with the bank down 0.4% to $149.62 after posting net profit of $2.5 billion in the first quarter. A 23% fall in net profit for building materials company James Hardie didn't put off investors - shares were up 6.2% to $53.35 Aristocrat Leisure increased its profits by 17%, helping shares to gain 2.6% on the day to $66.62 Gains of more than 1% for Flight Centre, Yancoal, and Ampol. Mineral Resources shares down 7.2% to $34.95 NUIX plunged more than 22% to $5.90 after the CEO told the market growth would be weighted towards the back half of the year. CURRENCY UPDATE: AUD/USD: 65.26 US cents AUD/GBP: 51.2 pence AUD/EUR: 61 Euro cents AUD/JPY: 101 Japanese yen AUD/NZD: 1.10 NZ dollars  See omnystudio.com/listener for privacy information.

Jeff Sweenor, President and CEO of Sweenor Builders, joins Nick to discuss the rollercoaster of experiences in the construction industry, sharing insights on managing challenging client relationships, the importance of strategic marketing, and the invaluable support found in peer-to-peer groups like Builder 20. https://sweenorbuilders.com   Partners:  Andersen Windows Buildertrend Velux The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media Tyler's Top Blogs: How I Started My Business Books that Build Site Protection Principles My Preconstruction Process: Part 1 Becoming Proficient in Multiple Trades

This episode covers some of the teachings I shared at my latest in-person client-only event. These lessons are designed to quickly improve elements of your business that fuel the growth and health of your business in the long-term. This episode (Part 2) covers how to improve your ability to ask for referrals and how to better approach client reactivations too.---------To catch all episodes, make sure you're subscribed to the show...Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-pro-fit-podcast/id1458318553Spotify - https://open.spotify.com/show/315111taFKBgrk2E7o6Wt8?si=c0901b6a3e14409c----------And for easy-to-review short form content (plus full guest interviews) please subscribe to our YouTube Channel...Matt Robinson on YouTube: https://www.youtube.com/channel/UC_GIS4vVMb0sneZR6qKKMXQ----------To stay up to date with Matt  follow him on Instagram...IG - https://www.instagram.com/mattrobinsonpt/Website - http://mattrobinsoncoaching.com

Growth in its cloud computing business helped Alphabet – the parent company of Google – to a decent quarterly update. MARKET WRAP: ASX200: down 0.83%, 8,284 GOLD: $2,798 US/oz BITCOIN: $110,150 AUD Consumer Staples dropped 3.6% led by a disappointing update from Woolworths Star Entertainment fell 3.8% to 25.5 cents a share with quarterly earnings showing a loss of $18 million. Commbank down 0.9%, NAB down 1.2%, ANZ down 1.1% and Westpac down 0.7%. Pilbara Minerals shares up 1.1% to $2.88, even though the company cut its guidance Real Estate shares were higher, with Goodman up 1.2%, and Dexus up 0.7%. Gains for Aristocrat Leisure, Pro Medicus and Telix Pharmaceuticals CURRENCY UPDATE: AUD/USD: 65.56 US cents AUD/GBP: 50.4 pence AUD/EUR: 60 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Rideshare Rodeo Podcast (episode 407) This weeks podcast guest is Jeff, who runs the YouTube channel (@MicDropBBQ). Jeff and I discuss private clients. Why are the needed? How do you get them? As an Indpendent Contractor can I get in trouble for having private clients?   

This episode covers some of the teachings I shared at my latest in-person client-only event. These lessons are designed to quickly improve elements of your business that fuel the growth and health of your business in the long-term. This episode (Part 1) covers retentions, with the following episode covering Referrals 7 Reactivations.---------To catch all episodes, make sure you're subscribed to the show...Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-pro-fit-podcast/id1458318553Spotify - https://open.spotify.com/show/315111taFKBgrk2E7o6Wt8?si=c0901b6a3e14409c----------And for easy-to-review short form content (plus full guest interviews) please subscribe to our YouTube Channel...Matt Robinson on YouTube: https://www.youtube.com/channel/UC_GIS4vVMb0sneZR6qKKMXQ----------To stay up to date with Matt  follow him on Instagram...IG - https://www.instagram.com/mattrobinsonpt/Website - http://mattrobinsoncoaching.com

Data centres might be the hottest property on the market right now, so what exposure can you get on the ASX? MARKET WRAP: ASX200: up 0.41%, 8,284 GOLD: $2,691 US/oz BITCOIN: $99,962 AUD Woodside's full-year guidance upgrade saw shares lift 0.6% to $24.93. Gold miners Evolution Mining finished up 6.8% to $5.01, and Northern Star lifted 1.8% to $16.81. Bank of Queensland's shares lifted by more than 6.5%. Qantas lifted 1.8% and Harvey Norman finished up 0.8% Rio Tinto, which dropped 1.1% to $120.78 after saying it had shipped less than expected. A $32 million contract extension for imaging healthcare tech company Pro Medicus couldn't help the share price, down 2.4%. Slides of 1% or greater for Wisetech Global, Woolworths and QBE Insurance. CURRENCY UPDATE: AUD/USD: 66.88 US cents AUD/GBP: 51.5 pence AUD/EUR: 61 Euro cents AUD/JPY: 99 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

WARNING: This episode mentions death and dying in the context of the legal implications of death.We know that law affects us during our lives but what happens when we die to all our things social media accounts even our pets?  And how are children affected? Alma and Lucinda talk to Melinda Giles, the Head of the Private Client and Court of Protection department at Giles Wilson Law Ltd about the law and procedures  when we die.She tells us·      What is the legal process following death and what happens to our things·      Why wills are important and what happens if you don't make one ·      What happens to pets and our online presence accounts·      How these laws affect children·      How she advises and supports families in complex situationsWhen Melinda was 10 years old she loved reading so much she would hide under the covers with a torch at bedtime. She wanted to write and illustrate books at a beautiful desk!References and Resourceshttps://www.melindagiles.com/aboutYouTube channel TVLawyer X @MelindaGilesLawCruse Bereavement Care supports people who are bereaved and produces useful information and advice.                                                                                                         Keep your questions coming in. Please subscribe, rate, and share the podcast with your friends. See you soon in the next episode!You can follow us @kidslawinfo on LinkedIn, X and Instagram

Hurricane Milton is ripping the US east coast apart, but could it have an impact on ASX listed companies in the insurance building space. MARKET WRAP: ASX200: up 0.44%, 8,223 GOLD: $2,633 US/oz BITCOIN: $93,887 AUD BHP rose 1.4% to $43.90 and lithium producer Pilbara Minerals closed up 2.4% to $2.92. Some of the smaller miners such as Lake Resources jumped 11% and Liontown resources closed up 5% to 83 cents. Rio Tinto also had a good day closing up 1.3% to $119.87, but was helped by its deal to acquire Arcadium Lithium.  Shares in Arcadium rose by 38% to $8.20.. On the other side of the coin was Cochlear which has dropped around 17% in recent months from its all time high and today fell 1.55% to $290.43. CURRENCY UPDATE: AUD/USD: 67.28 US cents AUD/GBP: 52.3 pence AUD/EUR: 62 Euro cents AUD/JPY: 100 Japanese yen AUD/NZD: 1.10 NZ dollars See omnystudio.com/listener for privacy information.

Join the Relationship Chaos to Clarity Bootcamp (for women who are currently in a destructive relationship and want a way forward) leanneoaten.com/claritybootcamp   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Join the Healing After Abuse and Divorce Newsletter https://awakeningwomensupport.ck.page/439a377c2b   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: www.facebook.com/awakeningwomenofficial/ Leanne Oaten is a former Registered Professional Counsellor with a backgorund in Counselling Psychology and has over 11 years of experience counselling and coaching women. Over the past 6+ years, she has focused her expertise on educating and helping women identify narcissistic abuse break free from destructive relationships, and transform their lives on the other side of divorce. You can find out more about her and her offerings at leanneoaten.com

Join the Relationship Chaos to Clarity Bootcamp (for women who are currently in a destructive relationship and want a way forward) leanneoaten.com/claritybootcamp   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Join the Healing After Abuse and Divorce Newsletter https://awakeningwomensupport.ck.page/439a377c2b   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: www.facebook.com/awakeningwomenofficial/ Leanne Oaten is a former Registered Professional Counsellor with a backgorund in Counselling Psychology and has over 11 years of experience counselling and coaching women. Over the past 6+ years, she has focused her expertise on educating and helping women identify narcissistic abuse break free from destructive relationships, and transform their lives on the other side of divorce. You can find out more about her and her offerings at leanneoaten.com

Have you been thinking about seeing your own clients to earn extra money this year? If the answer is yes, this episode of Private Practice Success Stories is for you!Starting my private practice was one of the most transformative decisions of my life. In addition to a $24k raise, it brought about immense satisfaction to me and my clients and also saved me from the grips of burnout, something that you might be able to relate to. In this episode, I'm sharing how I started my private practice, and how you already have the skills and knowledge to do the same so you can take control of your career and financial freedom.In Today's Episode, We Discuss:The story of how I earned an extra $24k in addition to my hospital salaryWhy relying solely on budgeting isn't enoughHow learning to earn more money is your best strategy for financial empowermentSeeing private clients allowed me to build a financial safety net for my family, and it was the best decision I ever made. I hope this episode inspired you to take the next step in your own journey to further your financial freedom!Want help to plan a private practice that can help YOU earn $24,000 "on the side?" Please visit: PlanYourPrivatePractice.comWhether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned: Get help planning your private practice: http://www.PlanYourPrivatePractice.comWhere We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Connect on Facebook: https://www.facebook.com/groups/slp.private.practice.beginners/Mentioned in this episode:Our big FREE event, Private Practice Bootcamp, starts on September 23rd. To register, Just head on over to PlanYourPrivatePractice.com and sign up. That link will take you directly to the Private Facebook Group where Bootcamp takes place. See you in Bootcamp!

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession

Join the Own Your Power Bootcamp leanneoaten.com/ownyourpower   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: Awakening Women Official 

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients

Rideshare Rodeo Podcast (episode 389) Gig App Workers, lets talk about upping your game, and being the independent contractor you already are. FREE Uber Lyft Rideshare Insurance quote that could drop your rate: https://www.voominsurance.com/rideshare-insurance?utm_medium=banner&utm_source=rs-rodeo .:: BEST CLOUD BASED DASHCAM (use code: RODEO save $10/month) ::. https://displayride.com .:: Doordash not making you money TRY 'DLiVRD' ::. https://dlivrd.io

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients

Join the Own Your Power Bootcamp leanneoaten.com/ownyourpower   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: Awakening Women Official 

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.Learn More: https://www.keatsgroup.com/Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning

Join the Own Your Power Bootcamp leanneoaten.com/ownyourpower   Join the End The Cycle Program waitlist  https://leanneoaten.com/etcwaitlist   Book a Private 1:1 Assessment: https://leanneoaten.com/break-free-assessment/   Join the Awakening Women Weekly Newsletter + Facebook community https://awakeningwomensupport.ck.page/newsletter   Apply to Become a Private Client https://leanneoaten.com/private-coaching/ Connect with me on Social Media:    Instagram: www.instagram.com/awakeningwomenofficial/  Facebook: Awakening Women Official 

A big drop on US markets was led by falls by Nvidia & Intel, so is the tech boom now over? ASX200: down 1.88% to 7,950 AUD: 67.09 US cents GOLD: $2,511 USD/oz BITCOIN: $84,576 AUD US losses were led by US tech giants NVIDIA and Intel – which both fell just under 10%.  Coles shares fell 1.4% to $18.25, after saying its Vintage Cellars & First Choice brands are set to disappear Endeavour shares fell 2.8% to below $5 a share Iron ore producer Fortescue Metals tumbled 8.5% Can and glass bottle maker Orora surged more than 7% to $2.68 after it announced it was selling its North American packaging solutions business. Bega had a tasty day up 2% to $5.12, close to its 52 week high of $5.20 And a potential Virgin-Qatar deal hasn't put off Qantas shareholders, with the Flying Kangaroo up 0.6% to $6.78. See omnystudio.com/listener for privacy information.

It seems like every day, a Private Client or subscriber to our newsletter asks me about El Salvador. I can't say I necessarily blame them; with everything Bukele has done, from turning around the violent crime situation to legalizing Bitcoin, there are plenty of reasons for expats to take an interest in the direction of this emerging Latin American country.  But having not been to El Salvador myself for twenty-some-odd years, I decided to take a long weekend trip down there to meet up with a few business contacts and check out how things had progressed since I had last hitchhiked through it as a much younger man. This episode is my full report from the trip and my thoughts on El Salvador's potential for expats.  TODAY'S EL SALVADOR TRIP REPORT: Hear about the good (I'm still thinking about the pupusas!), the bat (that's not a typo…), and the ugly of my hotel and Airbnb stays in El Salvador. Listen in for the inside scoop on some of the quite frankly terrible things I learned about El Salvador for expats, which mostly centers around the unfavourable tax situation. What about the visas? Tune in as I discuss all the available options for expats to live legally in El Salvador. Is Bukele really going to be giving out 5,000 “free passports,” as he proclaimed in a tweet? Hear what my El Salvadoran insiders had to say. How does the proposed $1 million “Freedom Visa” stack up to other regional citizenship-by-investment programs? Hear my thoughts on this pricey offer. What about company structures? I dissect whether El Salvador could be a viable option for forming offshore companies. How does El Salvador's banking system stack up to its neighbours? Discover what I learned about finance in the nation. Lastly, hear my final analysis of whether El Salvador could serve as a potential Plan-B destination for expats.  DON'T MISS THIS YEAR'S EXPAT MONEY SUMMIT! Whether you're brand new to the expat world or fully along the way to crafting your Plan-B, the Expat Money Summit is a can't-miss event. This event is fully online from Oct. 7-11 and features experts on second passports and residencies, offshore wealth protection, international real estate, insights on geopolitics, and so much more. It features headline speakers like Doug Casey, Dr. Ron Paul, Marc Faber, Tom Woods, Scott Horton, Tom Luongo and more! Grab your complimentary ticket now at expatmoneysummit.com! SIGN UP FOR OUR NEWSLETTER You would have heard some tidbits about my trip already had you been subscribed to our newsletter. Not only will you receive the EMS Pulse newsletter and the weekly Expat Sunday Times, but sign up now, and you'll

Company reporting again dominated the market, with Brambles, Charter Hall, Corporate Travel Management, and Breville all in focus. ASX200: up 0.16% to 8,010 AUD: 67.35 US cents GOLD: $2,549 USD/oz BITCOIN: $88,257 AUD Property investors Charter Hall saw its shares climb by 15.8% despite posting a big loss for the year. Pallet producer Brambles saw its shares up 9.3% across the day after it topped its earnings guidance. A boom in sales of coffee-making paraphernalia helped Breville to an increased net profit of 7.5%, with shares up almost 5%. Insurer IAG shares fell by 3% even with the company doubling its annual profit. Energy giant Santos was a drag on the sector, with its half-year profit sliding by 17% with revenue down. Shares collapsed by 4.4%. Commonwealth Bank shares were down 2.6% as it went ex-dividend. See omnystudio.com/listener for privacy information.

Appleby Asia Talks S02 E07In this episode of Appleby's Asia Talks, Fiona Chan and Lily Miao discussed the fundamentals of fund financing. They shared their insights on its attractiveness from both lenders' and borrowers' perspectives, and how it compares to other product types in the industry. They also explored the key drivers behind the rapid transformation of the latest global and regional trends that shaped the future of finance.The Asia Talks Podcast SeriesThe Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice areas of Corporate, Dispute Resolution and Private Client & Trusts in the Asia market and provides insights from an offshore perspective on a regular basis.About ApplebyAppleby is one of the world's leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, property, regulatory, and private client and trusts practice areas. We have offices in ten highly regarded, well-regulated global locations, operating in nine and practising the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai....

Appleby Asia Talks S02 E06 In this episode of Appleby's Asia Talks, The Dispute Resolution team discusses the rising distressed debts and investment losses in the PRC market, as well as the PRC data security concerns over a recent Cayman Islands case. They also highlight a number of key rule changes in the British Virgin Islands and share insights on their implications.The Asia Talks Podcast SeriesThe Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice areas of Corporate, Dispute Resolution and Private Client & Trusts in the Asia market and provides insights from an offshore perspective on a regular basis.About ApplebyAppleby is one of the world's leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, property, regulatory, and private client and trusts practice areas. We have offices in ten highly regarded, well-regulated global locations, operating in nine and practising the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai....

In today's rapidly changing world, it's important to have a plan B for yourself and your family – one that offers a safer place to live in times of crisis, while also providing you with greater access to global business and lifestyle opportunities.That's why I'm excited to be speaking with Dominic Volek, Group Head of Private Clients at Henley & Partners – the global leader in residence and citizenship by investment. The company has over 55 offices worldwide and has helped over 25,000 entrepreneurs and international investors secure global citizenship.In our conversation, we discuss why now is the ideal time for entrepreneurs to diversify their portfolios by obtaining additional residency and citizenship. Dominic explains how this approach opens doors to expanded travel freedom, new investment opportunities, better education, and a more versatile lifestyle. Citizenship can even be passed down through generations, so it's a great way to set your family up for future success.In this episode, you'll learn:✅ How ultra-wealthy families use domicile diversification to protect their wealth from potential political, economic, and environmental risks.✅ Strategies for getting a fast-track to a second passport without needing to relocate and change your current lifestyle and base of operations.✅ The biggest misconceptions about residence vs citizenship and how to choose the most tax-efficient option that aligns with your long-term personal goals and financial strategy.Free GiftGet free access to Dominic's guide to "Top Residency & Citizenship Programs" plus, 10% off Henley & Partners Services. Visit LifestyleInvestor.com/187Show Notes: LifestyleInvestor.com/187Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dan & Josh are back together for a ROWDY ROMP with the legendary Steven Lubka (Managing Director, Head of Private Clients & Family Offices at Swan Bitcoin). WE COVER: How big an impact is the halving? The fiscal debt predicament  Constraints to US Gov't power  Dealing with scams  The unfolding Samourai Wallet case Bitcoin as a Trojan horse Making consensus changes on Bitcoin BLUE COLLAR BITCOIN PODCAST DISCLAIMER HERE  Watch video of this chat on YouTube here SHOW SPONSORS: SWAN — The place we choose to buy Bitcoin. Dollar-cost average daily, weekly or monthly with a company that's Bitcoin only and encourages you to hold your own private keys. Visit Swan.com. For Swan PREMIUM FREE click HERE and use PASSWORD: bluecollarbitcoin COINKITE — code BCB for discount on ColdCard. Industry leaders in Bitcoin security hardware and fun devices, makers of the COLDCARD and other prominent items including opendime, satscard, tapsigner, the seedplate, coldpower, blockclock mini & blockclock micro. All available at coinkite.com BITCOIN 2024 — code BCB for 10% off tickets. Happening in Nashville July 25-27 2024, Get tickets early and get the best price possible! Visit b.tc/conference ITEMS MENTIONED Swan Bitcoin BTC184 with Preston Pysh, Joe Carlasare, American Hodl, and Jeff Ross Privacy, Executive Order 6102 & Bitcoin SUPPORT THE BCB PODCAST: Podcast 2.0 streaming on our favorite pod app, Fountain: You can earn & stream sats on Lightning Network while listening to pods! Also, share and listen to standout clips with the Fountain community. SOCIAL MEDIA X → find Josh & Dan @blue_collarbtc, find Steve Lubka @DzambhalaHODL  NOSTR → Blue Collar Bitcoin Pub Key: npub1a3hrd4wfawr578d5y5l0qgmh7lx8q6tumfq0h7eymmttt52veexqkcfg37 YouTube → Subscribe Here Instagram & TikTok → find them on our website EMAIL: Send questions or comments to bluecollarbitcoinpodcast@gmail.com

Mornings with Carly is our private client podcast where I drop three 5-10 minute episodes every single week, full of mindset practices and inner work inspiration, client lessons, and WholeCo behind-the-scenes debriefs. And today, right here on The Sustainable Success Podcast, I'm sharing a preview of THREE of those episodes! All as part of our first ever Spring Spectacular, only the biggest sale we've ever run in nearly 6 years of business here at WholeCo. Check it out here: WholeCoMedia.com/spring-spectacular Here are the episodes you'll get to listen to today:Is there ever a time to take on a wrong fit client, especially if you want the money?Tried it; didn't like it. A convo on the value of experimentation in biz (even if you don't like the results)How might your desire to be liked (or a fear that you won't be liked) play a part in your business right now?Mornings with Carly is typically only reserved for our EXPAND clients, and we occasionally invite members of live rounds of our courses to subscribe as well. For this week only, however, you can get lifetime (of the podcast) access to Mornings with Carly simply by picking up either of our bundles at Spring Spectacular. Learn more about Spring Spectacular right here: WholeCoMedia.com/spring-spectacular If you are loving this podcast, please take a moment to give us a review! You can do so right here in the app you're listening on, or at RateThisPodcast.com/sustainablesuccess — be sure to let us know what you loved most about this episode, so that we can publish more like it!If you haven't already done so, subscribe or follow The Sustainable Success Podcast so that you can be notified every time we release a new episode taking you behind the scenes of what it really takes to build a business that brings you as much joy as it does revenue.Discover how to build your business, your way in our comprehensive free training, The Sustainable Success Starter Kit.https://www.wholecomedia.com/starter-kitAlways know what to post with Not Another List of Content Prompts.https://www.wholecomedia.com/content-prompts-podcastClearly express who you help and how so that you can confidently showcase what makes you and your work unique everywhere that you're marketing and selling your stuff with The Aligned Niche.https://wholecomedia.com/aligned-niche-podcastLearn about our comprehensive business training program, EXPAND. This program is for online service providers, coaches, and practitioners who have already seen some success in business but are now ready to expand their business-building acumen, trust themselves as the leader of their business, and build their business, their way.https://www.wholecomedia.com/expandJoin our community inside the Big-hearted Entrepreneurs Facebook group: facebook.com/groups/wholecoKnow someone who would love this episode? I'd be honored if you'd send it to them.

In this episode, Jason Wojo discusses his journey in entrepreneurship, transitioning from CEO to focusing on events and private clients. He emphasizes the importance of staying in one's zone of genius and delegating tasks to achieve better results. Jason also shares insights on sales strategies, lead quality, and the value of building a strong network in business.Follow the Host:Collin Mitchell (Partner, Leadium)Our Episode Guest:Jason Wojo (CEO, Wojo Media)Sponsored By:Leadium | The leader in outbound sales appointment setting*If you'd like to be a guest on the show or have any questions, email us at guest@salestransformation.co - Just tell us why you're reaching out and we'll contact you as soon as we can!

Enrolment for The Embodied Boss Collective is officially OPEN! Get all the details and save your spot here: https://abranchofholly.thrivecart.com/the-embodied-boss-collective/  Boy do I have an exciting episode for you today. I sat down on a Zoom chat with ALL of my private clients and got them to answer one question: “How have you taken the strategies & frameworks I've taught you and implemented them into YOUR life and business?” The conversation we had is absolutely transformative. Every single one of my clients leads a different lifestyle and the purpose behind this was to really show you exactly how my methods and frameworks really can be customised to anyone. For a real, honest and truly powerful conversation - you won't want to miss this. I would LOVE to know your thoughts. Keep bossing it, xo Coach Holly For full show notes go to abranchofholly.com/podcast  ...  Mentioned in the episode: Get the Behind The Boss Newsletter: https://abranchofholly.com/boss DM Holly on IG:  https://www.instagram.com/abranchofholly/ Rate & review on Apple Podcasts: https://podcasts.apple.com/us/podcast/busy-to-boss-podcast/id1441425911

How are we building million-dollar companies left and right over here? I'm breaking it all down in today's episode, explaining exactly how we're getting our private clients incredible results faster than they ever thought was possible. Trust me, if you're building a business, whether it's online or a physical brick-and-mortar business, you don't want to miss this.   I'm sharing the case study of one of my clients and how we're helping her take her business to the next level. You'll hear how she's identifying potential clients and coming up with something they want to buy, and you'll learn how to gain sustainable momentum by offering value to clients at different levels.   Get full show notes and more information here: https://www.hellyescoachingonline.com/147

Apply for the Girl on Fire mastermind here! We're doing something BIG today! I'm sharing the top 3 tips (and a few bonus ones) I gave my private, high-level clients last week. From getting out of your own head, to tapping into your most abundant self, and so much more, this advice is golden. Get ready to take notes!  

In this episode of the All Things Wildfire podcast, the host welcomes Heather Posner, Vice President of National Product Manager at Private Client in Burns and Wilcox. The host commends Heather's expertise, having attended one of her classes and observed her participation in webinars. They discuss Heather's extensive background, starting with Progressive Insurance in 1999 and later moving to AIG and Pure Insurance, focusing on high net worth individuals. Heather and the host delve into the current challenges in the insurance market, emphasizing the transition from a soft market to a hard market. They explain the concept of a hard market, where rates are high, competition is low, and capacity is limited. Heather emphasizes the need for individuals to adapt to the changing market conditions and discusses the emotional process clients and brokers go through as they adjust to the new reality. The conversation turns to the intricacies of the admitted and non-admitted markets. Heather provides insights into how admitted carriers must navigate state regulations and gain approval for their rates, while non-admitted carriers, like Burns and Wilcox, have more flexibility in crafting policies tailored to individual risks. The discussion touches on the challenges faced by carriers in a hard market, leading some to exit certain lines of business or states. Heather sheds light on the impact of recent severe weather events, supply chain issues, and the overall complexity of the insurance market. They discuss how brokers turn to wholesalers like Burns and Wilcox to find flexible solutions for their clients, particularly in high-risk areas such as California. The conversation also explores the role of risk management in mitigating potential losses and the ongoing efforts to strike a balance between profitability and providing coverage in wildfire-prone regions. The host raises the topic of risk management initiatives mandated by the California Department of Insurance to secure premium discounts. Heather expresses skepticism about the effectiveness of such measures in achieving long-term profitability for carriers, emphasizing the importance of educating clients on managing their risks to prevent claims. The episode concludes with a personal touch as Heather shares her own experience with a house fire during her childhood, highlighting the emotional and practical challenges that families face in the aftermath of such disasters. Highlights: Transition to a Hard Market: Heather Posner discusses the shift from a soft market to a hard market in the insurance industry, emphasizing the challenges posed by higher rates, reduced competition, and limited capacity. Admitted vs. Non-Admitted Markets: The conversation explores the differences between admitted and non-admitted insurance markets, revealing how regulatory constraints impact carriers in the former while non-admitted carriers, like Burns and Wilcox, have greater flexibility in tailoring policies to individual risks. Impact of Severe Weather and Supply Chain Issues: Heather provides insights into the broader challenges faced by the insurance market, including the impact of severe weather events, supply chain issues, and the complexity of adapting to changing market conditions. Wholesalers as Solution Providers: The role of wholesalers, exemplified by Burns and Wilcox, is highlighted as brokers turn to them for flexible solutions in high-risk areas like California, where conventional carriers may face limitations. Skepticism on Risk Management Initiatives: Heather expresses skepticism about the effectiveness of risk management initiatives mandated by the California Department of Insurance to secure premium discounts, emphasizing the importance of educating clients on managing risks for long-term prevention. We encourage you to share this episode with your community, friends, and family to spread awareness and inspire collective action. Thank you for being a part of the All Things Wildfire community. Together, we can make a difference in wildfire preparedness.