Podcast appearances and mentions of Raymond James Financial

Today's show highlights include:What quickly growing advisors are doing differently that separates them from their peers.Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients.What Scott Curtis's promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to transition to Raymond James.The impact that high business valuations is having on the financial services industry, and what future implications advisors should be expecting to see.The common mistake that Frank and Scott are seeing advisors making everywhere when they are looking to sell their practice.Today's action-packed conversation between Frank and Scott underscores the need for advisors to stay informed, proactive, and adaptable in order to thrive amidst industry shifts and changing expectations. Ultimately, this episode serves as a valuable resource for advisors seeking to elevate their performance and navigate the complexities of financial services with confidence and competence. Armed with actionable takeaways, listeners are better equipped to thrive and grow their practices amidst the challenges and opportunities of being a financial advisor.

In 2024, CEO compensation rose significantly compared to 2023. Tim Cook of Apple earned $74.6 million, increasing by $10 million. David Solomon of Goldman Sachs saw a 26% increase, reaching $39 million. Starbucks' Brian Niccol topped the list with $96 million, including $90 million in stock awards. CEOs earned 290 times more than the average worker in 2023, according to the Economic Policy Institute. Bob Iger of Disney received $41.1 million, while Jamie Dimon of JPMorgan and David Solomon each earned $39 million. Cristiano Amon of Qualcomm made $25.9 million, Paul Reilly of Raymond James Financial earned $24.05 million, and Jenny Johnson of Franklin Templeton Investments received $17.2 million.Learn more on this news visit us at: https://greyjournal.net/ Hosted on Acast. See acast.com/privacy for more information.

Are you ready to redefine financial advising and build true trust with your clients? Chuck Failla shares how embracing a fiduciary-first model is changing the game for advisors. In this episode, Larry Sprung interviews Chuck Failla, CEO of Sovereign Financial Group and host of goRIA, discussing the power of fiduciary advising, the shift from commission-driven models, and how RIAs are leading the charge in transparent client relationships. Chuck provides actionable insights on growing practices authentically and the value of educational marketing. Chuck Discusses: The transformative journey from commission-based advising to fee-only fiduciary models Why financial advisors should embrace the RIA framework for building authentic client trust How fiduciary principles empower clients to make informed financial decisions The importance of educational marketing to attract and retain ideal clients Misleading practices by "planners in name only" (PINOs) and advocating for ethical advising And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Chuck Failla:  LinkedIn: Chuck Failla X: @charlesfailla1 Sovereign Financial Group, Inc goRIA Podcast About our Guest: Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a "cold calling cowboy" in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. At that time, Chuck earned his CFP® designation and transitioned from individual stock picking to financial planning and asset allocating using mutual funds and SMAs. Chuck's practice evolved into what is today Sovereign Financial Group, Inc., an SEC registered RIA. With offices and advisors in the Northeast, Florida, and Colorado, Sovereign is one of the fastest growing RIAs in the country. Chuck is also the Director of Sovereign Advisor Solutions (SAS)-- a division of Sovereign Financial Group, Inc. SAS helps advisors transition to RIA by offering a comprehensive plug and play solution for going independent.   Chuck's ties to the financial planning community run deep… he currently: Is the host of goRIA: Fueled by InvestmentNews ( www.goRIA.com ) Serves on the Board of Directors for the FPA of Connecticut and Chairs their Pro Bono / Public Outreach Committee. Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in Connecticut with his wife, two children, black lab and cats. In his spare time, he enjoys all things travel & outdoors -- on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying some grilling in the backyard. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

This episode dives into pivotal themes, including:Insights from Scott Curtis, COO of Raymond James Financial, on the importance of flexibility and continuous learning, including how to navigate AI advancements and shifting practice valuations.A breakdown of the discussion with Vince Leto on the fundamentals of becoming an RIA, weighing the pros and cons of independence, and understanding the hidden costs and liabilities of running your own firm.Strategies for building a high-performing team, optimizing processes, and making tough decisions about staff and business operations to accelerate growth.Why staying stagnant can hurt your business and how deeper client conversations and proactive planning can reignite growth and strengthen relationships.This episode is packed with straightforward advice, industry trends, and real-world lessons drawn from some of the year's most impactful discussions. If you're looking to reflect on the year that was and prepare for the opportunities ahead, this episode is for you.Stay tuned for the next installment in our series, where we'll explore predictions for 2025 and how to position yourself for success in the new year.Listen now to gain valuable insights and elevate your practice for the future!

Looking to future-proof your IT Operations? Host Mike Vizard is on Six Five Media at BMC Connect with Raymond James Financial's Chris Haynes, Associate Director IT Operations Services, for a conversation on how IT operations can adapt to change and drive business success while integrating new technologies, and operationalizing growth. Their discussion covers: Strategies for effectively engaging business users to drive IT initiatives The role of new technologies in transforming IT operations Challenges and solutions for operationalizing growth within IT sectors Best practices for IT teams to adapt to rapidly changing business environments Insights on future IT trends and how organizations can prepare  

What if the key to a successful startup lies not just in its venture's brilliance but in its workplace's inclusivity? In this episode of "The Angel Next Door Podcast," Marcia Dawood invites Gena Cox to explore a crucial aspect that entrepreneurs often overlook amidst the hustle of financial planning and product development—organizational culture. Cox, an organizational psychologist with over 30 years of experience, asserts that the human experience within an organization is foundational to its innovation, customer satisfaction, and overall success.Gena Cox is a distinguished expert in workplace culture, employee engagement, and survey design. Hailing from a diverse background—born in England, raised in the Caribbean, and later relocating to the U.S.—Cox offers a unique perspective on diversity and inclusion. Her recent book, "Leading Inclusion," targets senior business leaders and board directors, helping them foster environments where every employee feels seen, heard, and valued. Cox's insights are informed by both her professional expertise and personal experiences, especially in the wake of social events like the death of Breonna Taylor and George Floyd.In this enlightening episode, Cox talks about the significance of nurturing an inclusive culture right from a startup's inception. She underscores the role of inclusion over sheer diversity, pointing out that everyday experiences and interactions within the workplace shape an organization's culture. Listeners will gain practical guidance on implementing structured hiring processes that align with company values and mitigate biases, ensuring sustainable growth and innovation. It's a must-listen for any entrepreneur, business leader, or angel investor supporting them, aiming to build a successful, meaningful, human-centric organization. To get the latest from Gena Cox, you can follow her below!LinkedIn - https://www.linkedin.com/in/genacox/https://genacox.com/Gena's FREE e-book 25 Ways to Help Build a Culture of Respect at Work: https://genacox.com/respectebook/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Today's show highlights include: *What quickly growing advisors are doing differently that separates them from their peers. *Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients. *What Scott Curtis's promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to transition to Raymond James. *The impact that high business valuations is having on the financial services industry, and what future implications advisors should be expecting to see. *The common mistake that Frank and Scott are seeing advisors making everywhere when they are looking to sell their practice. Today's action-packed conversation between Frank and Scott underscores the need for advisors to stay informed, proactive, and adaptable in order to thrive amidst industry shifts and changing expectations. Ultimately, this episode serves as a valuable resource for advisors seeking to elevate their performance and navigate the complexities of financial services with confidence and competence. Armed with actionable takeaways, listeners are better equipped to thrive and grow their practices amidst the challenges and opportunities of being a financial advisor.

With hosts Wolfgang Klein and Jack Hardill. Guests: Mike Walkley is a Managing Director and Senior Equity Analyst at Canaccord specializing in Security and Communications Software. Mike has over 20 years of experience as a technology research analyst and is known for his in depth understanding of the stocks he covers and responsiveness to clients. He previously worked at Piper Jaffray, RBC Capital Markets and Raymond James Financial. Mike holds a bachelor of science in commerce from the University of Virginia and a master's degree in business administration with a concentration in finance and economics from the University of Chicago.   Javed Mirza, CFA CMT, MBA – Quantitative and Technical Analyst

Interview recorded - 8th of September, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Randy Woodward, Managing Director in the Fixed Income Capital Markets division at Raymond James Financial.During our conversation we spoke about what is happening in the markets, why the bank collapses occurred, how the FED changed forever under Bernanke, whether inflation will remain higher for longer and potential for a commercial real estate crisis. I hope you enjoy!0:00 - Introduction3:04 - What is Randy watching in markets/economy?6:20 - Inverted yield curve?8:50 - How are banks fairing with unrealised losses?16.30 - Central banks can do anything?19:15 - Saving the financial system at all costs23:50 - Banks missing out on higher revenues30:00 - Will inflation be transitory or higher for longer?35:30 - Global countries going to cut faster than US37:48 - What is currently happening in commercial real estate?46:40 - Companies defaulting on real estate48:55 - Could Commercial Real Estate be another 2008 crisis?52:20 - Ben Bernanke changed the markets54:42 - One message to takeaway from our conversation?Randy Woodward is a Managing Director in the Fixed Income Capital Markets division at Raymond James Financial. Randy has unique experience and depth of knowledge in the fixed income industry.Randy began his career at Bloomberg from 1988 to 1995, working in a range of areas including training, editorial, programming, and sales. Randy became a fixed income broker in 1995, and has developed a proven track record of helping institutional clients manage safe and sound bond portfolios. Given his unique skill set, Randy provides his clients an advanced service that no other broker can offer. Whether they have access to a Bloomberg or rely on brokers for screen shots, it's imperative they understand in detail the screens that are provided to them, and more importantly, they need to understand what can be manipulated, altered, or omitted.Randy's primary objective as a broker is to not only “protect” his clients, but also to educate them on how to better protect themselves, as well as making better investment decisions and executions.Randy Woodward: Twitter - https://twitter.com/TheBondFreakWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Welcome back to the Alt Goes Mainstream podcast.On today's show, we dive into the world of wealth management with one of the industry's leaders, Haig Ariyan.Haig has seen it all. He went from someone who grew up in the advisory world as a wealth manager at Dean Witter Reynolds to ultimately becoming President and CEO of Alex Brown, America's first investment banking firm. At Alex Brown, he oversaw 220 financial advisors and $70 billion in client assets. When Alex Brown sold to Raymond James Financial, Haig became the Head of Global Wealth Solutions. Prior to Alex Brown, Haig was Head of Deutsche Bank Wealth Management in the Americas.Haig is taking his expertise to build Arax Investment Partners. Together with RedBird Capital, an $8.6B private equity firm focused on financial services and sports and media, Arax is partnering with wealth and asset management firms and teams to build a differentiated platform that takes lessons learned and deep experience from running wealth management businesses.Haig and Arax are well-capitalized and off to a flying start. They've already acquired their first few wealth businesses as well as a $1B AUM broker-dealer that will give them the foundation to build on as a hybrid platform.Haig and I had a fascinating conversation about the evolution of wealth management and how alts are playing a big role in shaping the future of wealth.We discussed:  What it means to be an advisor. Why Modern Portfolio Theory was such an important innovation for the industry. Why the hybrid brokerage and advisory model makes sense. How the wealth management space will continue to evolve. How alts can be a differentiator for advisor practices. How to build a platform that incentivizes advisor teams. Thanks Haig for coming on the Alt Goes Mainstream podcast to share your wealth of wisdom.

In this episode, host Sarah Morgan is interviewing Dr Meisha-Ann Martin.    Dr. Meisha-ann Martin has spent almost twenty years as an employee experience researcher and practitioner and has a PhD in Industrial/Organizational Psychology from the University of South Florida. In her current role as Senior Director, People Analytics and Research at Workhuman, Dr. Martin is part of the Workhuman Consulting Practice and works closely with the WHiQ team. In her role, she provides analytics consulting to clients and prospects and works closely with the team focused on proving the impact of positive work experiences for individuals and organizations.    Dr. Martin is considered a People Analytics/Employee Experience expert as she has led these efforts in companies like Flex, JetBlue and Raymond James Financial and also led the Talent Management function at ServiceMaster. She is considered a thought leader in this space and regularly speaks at conferences, on webinars, on podcasts and has contributed to articles in Forbes, Fortune, HR Dive and Benefits Pro.   In this episode, Dr Meisha-Ann shares:  The Connection between Analytics and Recognition Why Analytics are Critical to Driving Organization Strategy The Need for Innovative Survey Approach   Connect with Dr Meisha-Ann Martin on LinkedIn.    Once again, Episode 50 will be our Ask Me Anything episode. You can submit your questions HERE.   

Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe sits down with Randy Woodward (@TheBondFreak) who is a Fixed-Income Bond Broker at Raymond James Financial. Randy and Joe discuss ODL and other measures of money supply threatening to send US consumer prices into deflation, the Fed's big experiment in doing away with QE and ZIRP after 15 years, and the state of banks as we head into yet another rate hike this Wednesday. Check out Rigged by Andy Verity on Amazon: https://www.amazon.com/Rigged-Incredible-Whistleblowers-Exposing-Financial/dp/0750998857 Lawrence's 2nd Quarter Update: https://drive.google.com/file/d/1nowc-ZcJfQ9in3LDSP8tsNtSHINy-B7X/view New YouTube videos M/W/F — New Substack posts T/R/S The Bitcoin Layer is brought to you by River and Foundation Devices. Visit River.com and start buying today, or visit https://partner.river.com/TBL for $20 in free bitcoin when you purchase $1,000. Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today. Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco... Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Subscribe and turn on notifications for TBL on YouTube. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Block Height 800128 #TheBitcoinLayer #NikBhatia #JoeConsorti #RandyWoodward #DepositLiabilities #ODL #ConsumerLoans #Inflation #CPI #M2 #M2Inflation #FED #EmergencyLoans #Loans #S&P #StockMarket #CommercialRealEstate #CommercialProperty #Inverted #Yields #Bonds #BondMarket #Debt #Inflation #Statistic #Rates #Interest #Expense #10year #Premium #Treasury #Global #LiquidityIndex #PMI #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro The Bitcoin Layer and its guests do not provide investment advice.Subscribe to The Bitcoin Layer on Soundwise

Today Jack interviews Randy Woodward, managing director at Raymond James Financial, and Joseph Wang, author at https://fedguy.com/, for a conversation on how the recent banking turmoil has muddled the Federal Reserve's inflation-fighting mission. Woodward, a banking veteran with a rare understanding of the regional banks' investment portfolio, gives a glimpse into the interest-rate exposure (“duration”) of the mid-sized and community bank community that is unavailable by just looking at public filings.   Woodward argues that Silicon Valley Bank's (SVB) fall was not due to its interest rate risk management and that the Federal Reserve is to blame. Wang vehemently (but very politely) disagrees and what ensues is a masterclass on the most salient issues facing the U.S. banking industry. Filmed on Thursday, March 23, 2023, a day after the Fed raised interest rates by 25 basis points to 5.00% at the March Federal Open Market Committee (FOMC) meeting. __ Today's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account by going to https://public.com/forwardguidance __ Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Randy Woodward on Twitter https://twitter.com/TheBondFreak Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Intro (00:59) Joseph's Take On March Federal Reserve Meeting (FOMC) (04:59) Is The Fed To Blame For The Fall Of Silicon Valley Bank (SVB)? (12:35) Available-For-Sale (AFS) vs. Held-To-Maturity (HTM) Accounting Treatment (26:16) Public.com Ad (27:20) Was Silicon Valley Bank's Lack of Interest Rate Hedges Negligent? (34:30) There's No Way To Hedge Perfectly" (41:10) Uninsured Deposit Base As A New Vulnerability For U.S. Banks (53:01) The Psychological Aspect of Bank Runs (57:07) Bernanke on The Great Depression: Bad Visuals Are Self-Fulfilling Prophecies (01:00:06) Should The FDIC Deposit Guarantee Be Raised? (01:02:39) Will Bank Turmoil Cause Banks To Curb Lending? (01:06:41) How Many More Times Will The Fed Hike (If At All)? (01:08:39) BTFP is NOT Quantitative Easing, Says Joseph Wang (01:10:13) Central Banking 101 (01:14:22) Closing Thoughts __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Channon Cain is a Financial Advisor with Raymond James Financial based out of Austin, TX. He joins the show today to walk us through his career boomerang, from starting as a financial advisor right after college to transitioning to a successful wholesaling career—and then returning to his current position as a financial advisor with an independent broker-dealer. If you are unsure about what type of position you might want in the financial planning profession, then you don't want to miss this episode. Listen in as Channon shares the challenges of building his own book of business in a new area, why he decided to pursue wholesaling, and his roles and experiences at different levels of the career path. He also talks about why he decided to transition back to financial planning, explains how he found his current firm, and offers tips for new planners on building referral sources and networks for new clients. You can find show notes and more information by clicking here: https://bit.ly/3ZZDKtv

Dr. Meisha-Ann Martin, director of people analytics on the Work human, joins Tavis to discuss psychological safety at work and how it impacts productivity and effectiveness. Workhuman is the world's leading provider of social recognition solutions, redefining how companies understand, manage, and motivate their employees. Innovative companies around the world use Workhuman's cloud-based social recognition software to reveal the true performance and influence of every employee and strengthen company culture. With Workhuman, HR and business leaders can take a strategic approach to recognition programs that result in measurable benefits to the bottom line driven by increases in employee engagement, retention, and productivity. Bio: Dr. Meisha-Ann Martin is an industrial and organizational psychologist and director of people analytics on the Workhuman iQ team. Prior to this role, she was the head of talent Management for ServiceMaster (former parent company of Terminix). She is also considered a people analytics and employee experience expert, leading these efforts in companies like Flex, JetBlue, and Raymond James Financial for more than a decade. Martin was a Workhuman customer during her time at JetBlue and led a team that established linkages between recognition, engagement, retention, and customer satisfaction. She draws from all her prior career experiences in this role, helping Workhuman customers measure the impact of their recognition program and connect recognition efforts to other strategic HR imperatives.

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. They'll preview the upcoming MHSAA Volleyball Playoffs Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard, Detroit Athletic Club and Rehabilitation Institute of Michigan.

WANT THE FULL EPISODE?Check out yesterday's episode, or use this link to listen directly: https://api.spreaker.com/v2/episodes/51601387/download.mp3Many business owners lack firms that can endure beyond their direct ownership. What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you're not the person in charge?Ray Sclafani, Founder and CEO of ClientWise, a succession planning company, joins the show to share his expertise in the realm of business succession planning.KEY TOPICS- Business succession planning- Transferring trust to new leadership- Life after retirement or selling your business- The importance of ongoing personal development plansCONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERay's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1Mark Tibergien: https://www.linkedin.com/in/marktibergien/Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivanElizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/CONNECT WITH RAY SCLAFANIClientWise: https://www.clientwise.com/LinkedIn: https://www.linkedin.com/in/raysclafani/Twitter: https://twitter.com/raysclafaniAfter 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray's passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray's experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company's top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections.Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. He is now recognized as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master's Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray's expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents' Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron's Winner's Circle Summit, and Barron's Top Advisory Teams Summit.He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard, Detroit Athletic Club and Rehabilitation Institute of Michigan.

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard, Detroit Athletic Club and Rehabilitation Institute of Michigan.

Many business owners lack firms that can endure beyond their direct ownership. What happens when you sell your business? Have you set that business up to have a thriving legacy without your ownership? Will your life have significance once you're not the person in charge?Ray Sclafani, Founder and CEO of ClientWise, a succession planning company, joins the show to share his expertise in the realm of business succession planning.KEY TOPICS- Business succession planning- Transferring trust to new leadership- Life after retirement or selling your business- The importance of ongoing personal development plansDon't have time for the full episode?Listen to the 15-minute highlight clip with this direct link: https://api.spreaker.com/v2/episodes/51624505/download.mp3CONNECT WITH USDecidedlypodcast.comInstagram: @decidedlypodcast Facebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.LEARN MORE: www.decidedlywealth.comInstagram: https://www.instagram.com/decidedlywealth/Facebook: https://www.facebook.com/DecidedlyWealth/Subscribe to our newsletter for weekly decision-making tips: https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZRJoin us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time!MENTIONED IN THIS EPISODERay's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships”: https://www.amazon.com/Youve-Been-Framed-Management-Relationships/dp/1119062012/ref=sr_1_1?crid=KC59XDRWQISP&keywords=ray+sclafani+you%27ve+been+framed&qid=1665956601&sprefix=ray+sclafani+youve+been+framed%2Caps%2C251&sr=8-1Mark Tibergien: https://www.linkedin.com/in/marktibergien/Dan Sullivan: https://resources.strategiccoach.com/authors/dan-sullivanElizabeth “Liz” Nesvold: https://www.linkedin.com/in/elizabeth-nesvold-9421065/CONNECT WITH RAY SCLAFANIClientWise: https://www.clientwise.com/LinkedIn: https://www.linkedin.com/in/raysclafani/Twitter: https://twitter.com/raysclafaniAfter 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for the financial services industry. Ray's passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise, its unique coaching programs, and its team of credentialed coaches.Ray's experience as a coaching and consulting specialist in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company's top sales professionals and executive leaders. He specialized in creating and executing highly successful sales plans and building long-lasting client connections.Later, Ray used his expertise as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that created improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice. He is now recognized as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master's Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic Coach® Program for 17 years.Ray's expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, LPL, Raymond James Financial, Ameriprise, and Northwestern Mutual. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, Morgan Stanley Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, MetLife Presidents' Conference, Northwestern Mutual Forum, Northwestern Mutual Annual Meeting, Barron's Winner's Circle Summit, and Barron's Top Advisory Teams Summit.He has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few. Ray's book, “You've Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships,” was published by Wiley in 2015.Ray holds a BA from Baylor University. He lives in Flower Mound, Texas with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard and Rehabilitation Institute of Michigan.

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard and Rehabilitation Institute of Michigan.

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard and Rehabilitation Institute of Michigan.

*THIS IS A REPLAY OF HIFI RADIO FROM SEPTEMBER 3rd, 2022* With hosts Wolfgang Klein and Jack Hardill.  This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio. Guests: George Gianarikas joined Canaccord Genuity in 2022 from Baird, where he was a senior analyst working on a tightly integrated research team covering the broader Sustainability landscape. Prior to joining Baird, he spent over 15 years on the buy side at leading asset managers including Wellington, Putnam, Alydar Capital and Diametric Capital. George graduated from Boston University and started his career on the sell side at Bear Stearns in 2000. Sustainability   Sustainability Coverage: Ameresco| AMRC-NYSE ESS Tech | GWH-NYSE Fluence Energy | FLNC-NASDAQ MP Materials | MP-NYSE Rivian Automotive | RIVN-NASDAQ Tesla | TSLA-NASDAQ Wallbox N.V. | WBX-NYSE   Mike Walkley is a Managing Director and Senior Equity Analyst at Canaccord specializing in Internet of Things, Security and Communications Software. According to TipRanks, he was ranked #2 out of 3617 analysts for performance of his stock recommendations in 2014. Mike has over 20 years of experience as a technology research analyst and previously worked at Piper Jaffray, where he was the senior wireless technologies analyst. Mike has also worked in equity research at RBC Capital Markets and Raymond James Financial. Mike was ranked No. 3 stock picker for communications equipment for 2004 by Starmine and No. 5 stock picker for telecommunications equipment for 2004 by the Wall Street Journal. He holds a bachelor's degree in commerce from the University of Virginia and a master's degree in business administration with a concentration in finance and economics from the University of Chicago. Technology,   Media and Telecom Software - Security & Communications: Apple | AAPL-NASDAQ Bandwidth | BAND-NASDAQ BlackBerry | BB-NYSE CalAmp | CAMP-NASDAQ CrowdStrike Holdings | CRWD-NASDAQ Digi International | DGII-NASDAQ Everbridge | EVBG-NASDAQ Impinj | PI-NASDAQ Inseego | INSG-NASDAQ Karooooo Ltd. | KARO-NASDAQ Lantronix | LTRX-NASDAQ MiX Telematics Limited | MIXT-NYSE NAPCO Security Technologies | NSSC-NASDAQ Okta | OKTA-NASDAQ PowerFleet | PWFL-NASDAQ QUALCOMM | QCOM-NASDAQ Sequans Communications S.A. | SQNS-NYSE Sierra Wireless | SWIR-NASDAQ Tenable Holdings | TENB-NASDAQ Twilio | TWLO-NYSE Zscaler | ZS-NASDAQ

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard and Rehabilitation Institute of Michigan.

It's estimated that the average person will spend one third of their life at work… that adds up to roughly 90,000 hours at work in a lifetime. Shouldn't that time be a positive experience and not only a productive use of that time, but also time spent improving your life? Today's guest has studied this topic for over 20 years and is here to talk about employee experience, diversity and inclusion, and psychological safety in the workplace.Dr. Meisha-Ann Martin is a diversity researcher and practitioner who earned her PhD in Industrial/Organizational Psychology in 2006, based on her research on diversity attitudes in the workplace. In her current role as Senior Director of People Analytics and Research at Workhuman, Meisha-Ann leads a team that focuses on proving the impact of positive work experiences for individuals and organizations. She has a personal passion for diversity, equity and inclusion and loves using data and analytics to identify and remedy inclusion gaps in the employee experience. Meisha-Ann is considered a People Analytics/Employee Experience expert, as she has led these efforts in companies like Flex, JetBlue and Raymond James Financial and even led the Talent Management function at ServiceMaster. She regularly speaks on diversity-related topics at conferences, on webinars and on podcasts, and her thought leadership in this area has been featured in Forbes, HR Dive and Benefits Pro.Time Stamps:(1:18) What is Workhuman?(3:00) Example(11:30) Subjective to the Objective(17:10) Older Generation and “Just Do Your Job”(20:40) Predictions(23:50) The Gig Economy(33:20) Where to Find Meisha-Ann and  WorkhumanFollow Meisha-Ann on Twitter: https://twitter.com/meishaannmFollow Meisha-Ann on LinkedIn: https://www.linkedin.com/in/meisha-ann-martin/

Join Sydney Cariel and Vince Muscat for another edition of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard and Rehabilitation Institute of Michigan.

With hosts Wolfgang Klein and Jack Hardill.  This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio. Guests: George Gianarikas joined Canaccord Genuity in 2022 from Baird, where he was a senior analyst working on a tightly integrated research team covering the broader Sustainability landscape. Prior to joining Baird, he spent over 15 years on the buy side at leading asset managers including Wellington, Putnam, Alydar Capital and Diametric Capital. George graduated from Boston University and started his career on the sell side at Bear Stearns in 2000. Sustainability   Sustainability Coverage: Ameresco| AMRC-NYSE ESS Tech | GWH-NYSE Fluence Energy | FLNC-NASDAQ MP Materials | MP-NYSE Rivian Automotive | RIVN-NASDAQ Tesla | TSLA-NASDAQ Wallbox N.V. | WBX-NYSE   Mike Walkley is a Managing Director and Senior Equity Analyst at Canaccord specializing in Internet of Things, Security and Communications Software. According to TipRanks, he was ranked #2 out of 3617 analysts for performance of his stock recommendations in 2014. Mike has over 20 years of experience as a technology research analyst and previously worked at Piper Jaffray, where he was the senior wireless technologies analyst. Mike has also worked in equity research at RBC Capital Markets and Raymond James Financial. Mike was ranked No. 3 stock picker for communications equipment for 2004 by Starmine and No. 5 stock picker for telecommunications equipment for 2004 by the Wall Street Journal. He holds a bachelor's degree in commerce from the University of Virginia and a master's degree in business administration with a concentration in finance and economics from the University of Chicago. Technology,   Media and Telecom Software - Security & Communications: Apple | AAPL-NASDAQ Bandwidth | BAND-NASDAQ BlackBerry | BB-NYSE CalAmp | CAMP-NASDAQ CrowdStrike Holdings | CRWD-NASDAQ Digi International | DGII-NASDAQ Everbridge | EVBG-NASDAQ Impinj | PI-NASDAQ Inseego | INSG-NASDAQ Karooooo Ltd. | KARO-NASDAQ Lantronix | LTRX-NASDAQ MiX Telematics Limited | MIXT-NYSE NAPCO Security Technologies | NSSC-NASDAQ Okta | OKTA-NASDAQ PowerFleet | PWFL-NASDAQ QUALCOMM | QCOM-NASDAQ Sequans Communications S.A. | SQNS-NYSE Sierra Wireless | SWIR-NASDAQ Tenable Holdings | TENB-NASDAQ Twilio | TWLO-NYSE Zscaler | ZS-NASDAQ

Join Sydney Cariel and Vince Muscat for the 2022 premiere of STATE CHAMPS! Above The Net presented by Raymond James Financial. Above the Net is powered by Lawrence Technological University and it's also brought to you by the MHSAA, Michigan Elite Volleyball, Michigan Army National Guard and Rehabilitation Institute of Michigan.

Tavis McCourt, Institutional Equity Strategist with Raymond James Financial in Nashville and Nadeem Kassam, Head of Investment Strategy in Toronto join the podcast to discuss current market conditions and the advice they are providing to investors, including: - Market volatility has pickup considerable this year leaving investors with few places to hide. - The underlying fundamentals for the economy - For long-term oriented investors are there any areas within the markets that still look attractive? - The headlines are painting a rather doom and gloom outlook, what's your take on this – are we headed into a recession/hard-landing? - What keeps you up at night? Please rate and review the podcast!

Kruser talks to Bill Dendy from Raymond James Financial in hour 1.   See omnystudio.com/listener for privacy information.

While the national conversation around Critical Race Theory has been largely focused on the Black-white binary, the Latinx point of view is an important one with many dimensions of diversity embedded within it. On this episode of Dimensions of Diversity, host Lloyd Freeman is joined by Victoria Méndez, the City Attorney of Miami, and Pedro Suriel from Raymond James Financial, who share their experiences in the workplace as members of the Hispanic community. Our guests discuss the cultural landscape that faces the Hispanic community and how it has changed over time. We wrap up the episode by discussing awareness and best practices when handling stereotypes, stigmas, racism, and cultural knowledge gaps that consistently pop up throughout the country. To learn more about Lloyd Freeman, click here: https://www.bipc.com/lloyd-freeman. To learn more about Buchanan Ingersoll & Rooney, visit, www.BIPC.com.

March is Women's History Month! On this episode, Randi Zuckerberg honors and celebrates women's achievements and the vital role of women in our path forward. Five powerful women leaders talk about their huge contributions and how they are leading the way for women in business today.

Chris Meekins, managing director, equity research at our parent firm Raymond James Financial joins host Chris Cooksey on the Advantaged Investor to discuss Covid-19 and the Omicron variant, including: Covid – what's the quick overview on where we stand globally in terms of spread etc. Variants- is it surprise to see new variants? What do we know about Omicron? Or even what don't we know about the variant? Is there real concern we are heading back towards where we were in March 2020?

Chris Meekins, managing director, equity research at our parent firm Raymond James Financial joins host Chris Cooksey on the Advantaged Investor to discuss Covid-19 and the Omicron variant, including: 1. Covid – what's the quick overview on where we stand globally in terms of spread etc. 2. Variants- is it surprise to see new variants? 3. What do we know about Omicron? Or even what don't we know about the variant? 4. Is there real concern we are heading back towards where we were in March 2020?

  Greater inclusion in the workplace won't happen by itself. It will require strong, dedicated leaders with focus and persistence to shift organizational cultures and create more human workplaces.  To understand how leaders can begin this journey towards greater inclusion, I've invited Gena Cox to the podcast. Gena is an organizational psychologist, executive coach, and professional speaker. She is the author of the forthcoming book, “Leading Inclusion” which provides a roadmap for leaders who want to build inclusive organizations.  In this episode, we discuss the importance of how leaders show up in the workplace and the messages they consciously, and sometimes unconsciously, send to their people. We look at how organizational leadership impacts inclusion as well as how leadership is itself impacted in return by an inclusive workplace. We also explore how we can measure progress and the steps each one of us need to take to move towards more inclusive cultures within our organizations. Gena Cox, Ph.D., is an organizational psychologist, executive coach, and professional speaker. She is the author of the forthcoming book, “Leading Inclusion” which provides a roadmap for leaders who want to build inclusive organizations. For 25+ years, Gena has advised corporate executives in some of the world's most successful and admired companies, including Mastercard, Hitachi, Scotiabank, NYULangone, American Express, Tech Data, Hershey, The Rock Family of Companies (including Quicken Loans), and Raymond James Financial. Gena has helped hundreds of leaders build more positive organizational cultures and become more effective in their leadership interactions with employees, regardless of their human variations. Gena knows her clients are making progress when ALL their employees say they feel respected at work. SHOW NOTES: To connect with Gena: LinkedIn: https://www.linkedin.com/in/genacox Web: www.feelshuman.com Read her recent Harvard Business Review article on inclusion: https://hbr.org/2021/05/5-strategies-to-infuse-di-into-your-organization INSIGHT AT WORK PODCAST THEME MUSIC: Our theme music is composed by Chris Lucca, Jr.. You can listen to more of Chris' work at http://chrisluccamusic.com  You can also connect with him on Twitter: @Flipluka and on Instagram: @_flipluka.music_ ABOUT THE HOST: Ken Blackwell is a speaker, trainer, facilitator and executive coach. His signature practice is "rescuing Accidental Leaders and Dysfunctional Teams". His firm InKlaritas, based in Princeton, NJ, works with teams and leaders in companies in the U.S. around the world. You can find out more about InKlaritas at: www.InKlaritas.com and connect with Ken on LinkedIn at: https://www.linkedin.com/in/kennethjblackwell/.

Tom Mullins, an executive for investment banking at Raymond James Financial, is running for St. Petersburg City Council District 4.

With hosts Wolfgang Klein and Jack Hardill.  This week, Wolfgang and Jack welcome two guests: John O'Connell, CEO Davis Rea Ltd. & Founder at Uncommon Sense Investor: John's no-nonsense attitude helped him rise to the top at RBC Dominion Securities, founding The Harbour Group. John's journey at RBC DS ended after 24 years, having acquired Davis Rea Ltd. Investment Counsel where he has been the Chairman & CEO since 2010 with continued success.  Mike Walkley, a Managing Director and Senior Equity Analyst at Canaccord: Specializing in Internet of Things, Security and Communications Software. According to TipRanks, he was ranked #2 out of 3617 analysts for performance of his stock recommendations in 2014. Mike has over 20 years of experience as a technology research analyst and previously worked at Piper Jaffray, where he was the senior wireless technologies analyst. Mike has also worked in equity research at RBC Capital Markets and Raymond James Financial. Mike was ranked No. 3 stock picker for communications equipment for 2004 by Starmine and No. 5 stock picker for telecommunications equipment for 2004 by the Wall Street Journal.  See omnystudio.com/listener for privacy information.

In this episode, Mike Bagwell (Enders Insurance) talked to several of the 40+ community members and business owners who attended a recent event to help support the non-profit group:  Keeping Lincoln County Beautiful.  The event was organized by Hanna Schoenrock (owner of WriteWell Services who heads up a Denver based networking group), Rachel Herman (Realtor with Keller Williams who heads up a Lincolnton based networking group), Zach Tussel (a Financial Advisor with Raymond James Financial and Co-Chair of the Lincoln County Young Professionals Group), and the Lincoln County Chamber of Commerce.  The event was hosted by Royal Bliss Brewery, located in Denver, NC, and it took place on Thursday, 4/15/2021, and was held on the recently completed 2nd level at Royal Bliss Brewery. Royal Bliss Brewery has appropriately named every Thursday night "Gratitude Night" where $1.00 from every drink purchase goes directly to a local charity at the end of each month (April 2021 featured Keeping Lincoln County Beautiful).  The conversations recorded for this event took place with the following community members and  business owners who talked about their support of the non-profit group Keeping Lincoln County Beautiful and the view from Royal Bliss's 2nd level deck:Keeping Lincoln County BeautifulRachel Herman, Realtor and Co-Owner of (soon to be open) Local Roots & Provisions Restaurant located in Lincolnton, NCKyle Land, Keeping Lincoln County Beautiful Board Member and Realtor with Helen Adams Realty. Patricia Froneberger, owner of Westlake MassageCory Parks with HydroHelp911Travis Dellinger with Visual Inception/Brand VBen Dotson with Rygid AVKathryn Saine with Lincoln County Senior ServicesEthan Herman with Hemlock BuildersZach Tussel, Raymond James FinancialRoyal Bliss BreweryJim Studdard and Jen Weber of the Lincoln County Chamber of Commerce

Steve is the Managing Director of Raymond James. Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Steve’s team helps families by focusing on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. The team assists businesses with a range of needs including banking, business transition planning and capital marketsIn this episode of the podcast we discuss numerous topics but most of them centered around investing and wealth management.In this episode we talk about:-Black swan eventsTaxation and investmentsInflucing and making an impact onlinePodcasting and creating contentCapital gains taxAnd much more...Book recommendationGreenlights:Matthew McConaugheyPodcast recommendationJoe Rogan’s PodcastConnect with Steve LeClaire:-https://www.linkedin.com/in/steveleclair/www.leclairwealthmanagement.comIf you enjoyed this episode then please subscribe, I will be interviewing other successful founders and investors to provide you a shortcut to success.Follow instagram:- https://www.instagram.com/wantmoneygotmoney/

Kurt Wolfe interview — 1:30-23:00The long-awaited change to the RIA marketing rule — starting the clock on complianceWhat is allowed under the new guidelines — principles-based approachFINRA vs. the SEC and brokers vs. advisersOpen questions around remaining restrictionsEffect of change in SEC ChairHow industry consolidation might affect complianceChuck Failla interview — 24:00-37:30What set Chuck on the path to breaking awayWhat the RIA event will offerThe challenges that come with setting up an RIA businessBrokerage house paranoia and the move to custodial business as a fallbackReceive a 20% discount on  your RIA Summit registration using the code RIA20.  Register at:  https://investmentnews.eventscase.com/EN/RIASummit/Agenda   Guest Bio:  Clients call on Kurt Wolfe when facing complex internal investigations and government enforcement inquiries. A trusted adviser, Kurt is known for delivering tailored, practical advice on securities regulatory and enforcement matters.Guest Bio: Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a "cold calling cowboy" in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. At that time, Chuck earned his CFP® designation and transitioned from individual stock picking to financial planning and asset allocating using mutual funds and SMAs. Chuck's practice evolved into what is today Sovereign Financial Group, Inc., an SEC registered RIA.With offices and advisors in Connecticut, New York and Pennsylvania, Sovereign is one of the fastest growing, independently owned RIAs in the North East.Chuck is also the Director of Sovereign Advisor Solutions (SAS)-- a division of Sovereign Financial Group, Inc. SAS helps advisors transition to RIA by offering a comprehensive plug and play solution for going independent.Chuck's ties to the financial planning community run deep. He currently serves on the Board of Directors for the FPA of Connecticut and Chairs their Pro Bono / Public Outreach Committee.Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in Connecticut with his wife, two children, black lab and cats. In his spare time, he enjoys all things outdoors -- on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying the trees while grilling in the backyard.

Our guest for Episode 51 is Zach Tussel (Our 1st Financial Advisor guest).Zach is a Financial Advisor with Raymond James Financial located in Denver, NC, and is also a Co-Leader of the Young Professionals group based out of Lincoln County, NC. Zach talked about what brought him to Denver, NC, the Young Professionals Group, a few of his hobbies, and of course investment strategies and investment vehicles. Zach also reviewed a lot of very informative and timely “Educational Topics” including his role as an Advisor and Fiduciary, the importance of understanding the Stock Market at a young age, and also shared information about Compound Interest, IRAs, and Roth IRAs. I was really impressed with some of the creative ways that Zach educates his clients and how he serves them throughout the year. And whether you have been investing for a long time or if you’re new to investing (or want to encourage your kids to start learning more about the Market and how it works), Zach is a great resource. And I couldn’t help it; I also asked him a question about Game Stop! Contact Information for our guest:You can reach Zach Tussel at Raymond James: On Facebook at https://www.facebook.com/ZachTusselWebsite: https://www.financialadvisorsdenvernc.comLinkedIn: https://www.linkedin.com/in/zacharytusselPhysical Address: 2326 N. Highway 16, Denver, NC 28037Phone: (704) 483-8500Email: Zach.Tussel@RaymondJames.comYouTube Educational Video SeriesInformation regarding our Episode Sponsor, Albertine Florals Wine, and Gifts:On Facebook at https://www.facebook.com/AlbertinefloralsOnline: https://albertineflorals.com/On Instagram at @albertine.shopPhysical Address: 751 NC-16 Business Suite J Denver, NC 28037Phone: (704) 489-6202Information regarding our Podcast Sponsors:Mike Bagwell with Enders Insurance can be reached:· via email MBagwell@EndersInsurance.com · on his cell (704) 489-3650 · Facebook https://www.facebook.com/MikeBagwellEndersInsuranceAdvisor· on LinkedIn www.linkedin.com/in/mikebagwellriskmanager/ Hanna Schoenrock, the owner of WriteWell Services, can be reached: · via email hanna@writewellservices.com · on her cell (704) 956-6523 · on Facebook https://www.facebook.com/WriteWellServices · on LinkedIn https://www.linkedin.com/in/hanna-schoenrock/

Charles Clark's mother wanted to fix it. She was desperate to see her son climb back up from the deep, deep hole she was watching him experience. Seeing someone we love in despair is likely the most painful grief. "What can I do, Charles. How can I help you?" "No mom, this is something I have to do myself." When I heard this story, my eyes filled with tears. All I could think about was his mother's pain and pride in that moment. The pain for helplessness and the pride of hearing those words. But that wasn't the only story Charles shared in this episode that brought tears to my eyes. We laughed, too. This was an hour of incredible story sharing, I think I experienced every emotion as this masterful storyteller opened his world for me to experience with him. If you haven't heard of Charles Clark, the former World-Class American sprinter, now inspirational speaker and author, you'll be so glad to meet him through this episode of Your Stories Don't Define You. And if you did know a little about him, you might just become an even bigger fan after listening into our conversation. Connect with Charles on LinkedIn, visit his website, and be sure to follow him on Facebook (that's where I discovered this amazing guy) and Instagram! --- Charles Clark, the creator of the Thrive Planner and the Thrive Tribe Podcast, is an expert in habit improvement, discovering purpose, vision creating and goal setting. After he became the 6th fastest man in the world, a devastating injury left him searching for his identity. Charles developed techniques that brought clarity to his life’s purpose while establishing massive confidence.   Charles’ modern transformation strategies, empowering presentations, and high-performance mindset hacks have made him a sought-after speaker and coach for leading organizations like Dick’s Sporting Goods, Nike, Raymond James Financial, Frontier Communications, iHeart Radio, US Army, and FSU. --- About Sarah: In my work with coaching clients, I guide people to improve their communication using storytelling as the foundation of our work together. What I’ve realized over years of coaching and podcasting is that the majority of people don’t realize the impact of the stories they share - on their internal messages, and on the people they’re sharing them with. My work with leaders and people who aspire to be leaders follows a similar path to the interviews on my podcast, uncovering pivotal moments in their lives and learning how to share them to connect more authentically  with others, to make their presentations and speaking more engaging, to reveal patterns that have kept them stuck or moved them forward, and to improve their relationships at work and at home. The audiobook, Your Stories Don’t Define You, How You Tell Them Will is now available! Included with your purchase are two bonus tracks, songs recorded by Sarah's band, Spare Change, in her living room in Montana.

Mr. Dutkowsky joined Tech Data in 2006 as CEO and a member of the company’s Board of Directors. In June 2017, he was elected Chairman.  Mr. Dutkowsky has more than 40 years of experience in the Information Technology industry, including senior executive positions in sales, marketing and channel distribution with leading manufacturers and software publishers IBM, EMC, and J.D. Edwards.   Mr. Dutkowsky serves on the boards of directors of Raymond James Financial, Inc., Pitney Bowes Inc., US Foods Holding Corp., United Way Suncoast and the Moffitt Research Committee, as well as the advisory board of the University of South Florida Business School.

-          Foreclosures begin to increase, including commercial real estate foreclosures-          Raymond James Financial begins layoffs -          SHOCK: 1 in 4 young Americans believe the Holocaust is a myth or exaggerated-          Why's that? Well, perhaps it has to do with Facebook's algorithm, actively promoting Holocaust denial content-          Emails show Nashville mayor, government officials and health department leaders worked to hide low COVID numbers from public-          What's right with America:o   Samaritan's Purse deploys to help those with California fireso   Red Cross responding to Hurricane Sally devastation-          Bible study: 2 John Psalm 118:24 This is the day that the Lord has made, let us rejoice and be glad in it!Support the Show: -          https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=PKNYJK29LKEQ8&source=url-          https://www.patreon.com/thejudgeshowSpecial Thank You:-          https://JudgePR.comSources:             https://fox17.com/news/local/covid-19-emails-from-nashville-mayors-office-show-disturbing-revelationhttps://www.tampabay.com/news/business/2020/09/15/raymond-james-to-lay-off-4-percent-of-workforce/https://www.chronicleonline.com/news/local/florida-foreclosure-filings-trend-up-as-some-fear-a-fall-wave-awaits/article_1416c074-f76c-11ea-84cd-a352d114ae86.htmlhttps://www.vice.com/en_us/article/v7gk9j/almost-a-quarter-of-young-americans-think-the-holocaust-is-a-myth-or-exaggerated?utm_source=vicenewsfacebook&fbclid=IwAR22AuoByUBOgv5UCiJRu4XysgZ14usEiV4TV22Z4zxeTgauIiwGdKrLZLchttps://www.vice.com/en_us/article/z3e8aw/facebooks-algorithm-is-actively-promoting-holocaust-denial-contenthttps://encyclopedia.ushmm.org/content/en/article/nazi-propaganda-and-censorshiphttps://encyclopedia.ushmm.org/content/en/article/introduction-to-the-holocaust

Ben Gordon is the co-founder of cabinets.com which was started with his partner on free Panera wi-fi and then ultimately $35M in revenues selling high-ticket custom kitchen cabinets online. Ben talks about walking away from the big corporate job to be a freelance solopreneur that lead to cabinets.com - and then his recent financial exit to pursue his next, even more ambitious startup. SPONSOR: SecureStartup (www.securestartup.com) - Secure and easy startup documents between founders and investors.2:20 - Opening and how Ben got his nickname ‘The Ghost’3:05 - Bio and profile of Ben Gordon - co-founder and former CTO of Cabinets.com5:12 - You left the company recently - why and how did you do it?9:33 - How did you square your exit with the core values of the company?10:00 - Note to young founders - if your startup becomes successful, you will one day likely want to leave and start a new challenge.11:12 - SPONSOR: SecureStartup (www.securestartup.com) - securely manage all of the documents between a founder and an investor.12:15 - About Allen’s book: QUIT TO START - How to Discover Your Best Idea, Gain the Confidence, and Plan Your Escape. www.quittostart.com13:30 - This story starts with Ben doing freelance web design in the real estate industry. Then the economy tanked and all work dried up, he struggled to make ends meet. Decided to work without pay, for equity and performance compensation. Had nothing to lose, in his early 20’s and single - can’t get any worse, there’s nothing you can’t recover from.18:03 - Quick note for today - now is the best time to create a startup - so many companies started in a recession. It can trigger the warrior spirit - an opening for only the bravest.21:58 - One of Ben’s favorite mantras: productive paranoia23:15 - Overwhelming number of now successful companies were started during a recession.23:58 - Ben used emerging Magento web platform to build cabinets.com, rode that horse. Now is a good time to adopt new platforms, hitch your wagon to something smart, new, and lean.26:35 - Ben is now using a new tech platform for his new startup. The energy flow from a new platform is invaluable.29:02 - After leaving cabinets.com, took 3 months off to decide what to do next. Wants to take more risk than cabinets.com. Ben sees cabinets.com as a double (baseball analogy), doubles are great. Getting a double gives you the opportunity to take a bigger risk later, maybe a home run. First time founders want to swing for the fences. Getting on first base is really important - be careful to not swing past the customer, especially on your first startup.32:30 - Ben grew up in Allentown, PA - started trading stocks in middle school, ran home each day to watch ESPN and CNBC - not motivated by the money, motivated by the game.37:25 - Won $25K business competition at University of Florida - then internship at Raymond James Financial but it didn’t connect - valuable because it helped him decide corporate wasn’t right for him. Many don’t realize until too late, after climbing the corporate ladder for years/decades.41:14 - Moved to South Florida, got freelance jobs, moved in with a close friend. Moved to Tampa a few years later with the booming housing market, just a few years before the crash.44:08 - During the economy crash, he was fortunate to have friends and family who supported him.46:55 - Had to pivot to commission and performance based comp - and cabinets.com was one of those. Met now partner who ran a custom cabinets retail showroom. Owners abruptly closed the business. Let’s start an online rendition.48:40 - Partnership - both have entrepreneurial spirit, confidence in themselves and confidence in each other. Personalities fit together.50:58 - They started the company - first meetings at Panera for the free Wi-Fi, UPS store next door was the business address. 53:50 - Began growing fast, secret sauce was paid traffic, AdWords for dummies, SEO, content rich products - competitors were doing it but they weren’t trustworthy websites, our first tagline was: “A website you can trust”.55:41 - We were so excited about our first customers, what got them comfortable enough to make a five figure purchase online?58:12 - Our industry was archaic, those are the best to disrupt.59:27 - Average sale on the website $5-$7k, sometimes up to $60-$80k1:00:34 - We originally had a different domain - kitchenresourcedirect.com, then bought cabinets.com - paid a lot of extra money to keep anyone from finding out how much we paid - let’s just say it was a lot..1:03:53 - In these current times, there is much uncertainty, - instead of updating your resume or waiting around, now is a great time to take that risk. This is a watershed moment, an entrepreneurial opportunity.1:08:04 - Tech is a field leveler - you don’t need a fancy education or expensive equipment. Now is the time for many to make their move.

Hello, everybody. It is May 13th, 2020. Welcome back to Meet the Masters with Olde Raleigh Financial Group. Meet the Masters is a collection of interviews, with subject matter experts that have deep knowledge, and experience in various parts of our economy. Today, I am fired up to have James Camp with us. James is the Managing Director of Fixed Income and Strategic Income at Eagle Asset Management. James, welcome to Meet the Masters. James Camp: Thank you so much. Pleasure to be here. Trevor Chambers: Awesome. I am fired up, because one of my partners, Blake Paro, he's like, "When are we getting James Camp? We've got to get James Camp in here. I love this guy." You've got some fans in Raleigh, North Carolina, my friend. Hey, tell me, where are you from? Give me your history, and then tell me about Eagle and what you guys do down there. James Camp: I'm from the mid-Atlantic. I grew up in the DC area; suburban Maryland, to be specific. Trevor Chambers: Oh, nice. Been traveling South most of my career. I did my undergraduate studies in engineering at Vanderbilt. Then, went on to business school at Emory University in Atlanta, and sort of began a career in the bond market right after business school. A nice area to combine my growing interest in finance and economics with some technical background, that made me employable. Getting out of the gate, that was my foray into fixed income, was at a company called Ing out of Atlanta. I was recruited from Raymond James early on in my career, post-graduate school, so I've been with the parent company now going on 27 years. I've been with Eagle for 24 of those years. Eagle is an asset management company. We are wholly owned by Raymond James Financial, but we are highly independent in terms of thought, deliverable, and execution of how we do investment management. That's one of the true joys of my career, is that I have a team that I work with, and I speak directly to advisors like I am today. We talk about what we think, what we see, and how we do things. Being able to have that independent outlook, especially in the debt markets in this particular last 10 years at least, is a real advantage, I think. Read Full Interview Transcript at: https://olderaleighfinancial.com/meet-the-masters-eagle-asset-managements-james-camp-discussing-portfolios-for-the-long-haul/ Olde Raleigh Financial Group 3110 Edwards Mill Road, Suite 340 Raleigh, NC 27612 Phone: 919.861.8212 This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

This is part two of a two-part special edition that was recorded at the 2019 Cyber Florida Conference. In the first part, a panel of cybersecurity experts discussed “Cybersecurity and the C-Suite,” while the second part discusses partnerships and opportunities that bridge the gap for qualified cybersecurity personnel and our interconnected cyber ecosystem. The panel was moderated by Sprint’s Chief Information Security Officer Mark Clancy. On the panel sat three cybersecurity professionals who have years of expertise: Diane Janosek, Commandant of NSA's National Cryptologic School; Andy Zolper, SVP, CISO, and Head of Technology at Raymond James Financial; and Terry Roberts, CEO and Founder of WhiteHawk, Inc. (To learn more about Janosek, Zolper, and Roberts, listen to the The No Password Required Podcast episode titled “Cybersecurity in the C-Suite.”)This No Password Required episode began with the question, “What can the big guy do to help the small guy?” and panelists discussed the role of large corporations and technology service providers. Often small-to-mid-sized organizations are understaffed when it comes to their IT department and/or they are solely reliant on external providers for their security. Many larger organizations and service providers are making the investment to provide advanced security protocols because it impacts their products and, for some, it gives them a competitive edge in the marketplace. Larger corporations and service providers are carrying the responsibility of protecting smaller organizations, but it is a symbiotic relationship. Smaller organizations must do their part to have good cyber hygiene and understand their risks and their roles in preventing those risks.Motivating smaller organizations to have a proactive cyber culture is often dependent on two things: communication and risk. A panelist emphasizes that the success of motivation revolves around language. The key to communicating with C-level executives and business stakeholders is to provide information as it relates to them, using their industry-specific lingo, demonstrating their profit and loss potentials, and illustrating how it impacts their community. By answering “how can we partner in a way that shows that we want to mitigate risks to a point that we’re a stronger business partner” can solve some of the gaps in cybersecurity. “Don’t wait for someone to offer, ask,” is the advice of Andy Zolper when it comes to mitigating risks.Mark Clancy asked the panel, “How do you cyberize the CEO?” Cyberizing the CEO often begins with a review of their cybersecurity risk profile. By mapping risks to reputation and quantifying revenue to business impact can be the necessary wake-up call. “Cyberizing” was a phrase coined in part 1 of this series that is interpreted as educating/training C-level professionals to understand their company’s tech, their role in cybersecurity and operations, and their leadership in corporate cyber culture. “Cyberizing” encourages insight that helps build an adequate IT team or relationship with technology service providers. Cyberizing naturally encourages investing in employees as the greatest assets. It holds the belief that employees are responsible for maintaining good cyber hygiene, managing customer and partner relationships, and evolving with technology.Another solution offered is “cyberizing the principal.” This involves instilling the value of cybersecurity as soon as a child is handed technology. One panelist advocates for developing educational programs that incorporate cybersecurity in programs from elementary to college, with her belief that it will carryover good cyber hygiene from the home to the public and business sectors.Another component of closing the cybersecurity personnel gap is by encouraging information sharing in new ways, as well as, encouraging IT professionals to transition through various sectors and educational opportunities to keep their experience fresh and relevant. The panel discussed some of the current issues and possible solutions that involve sharing information, the importance of nonprofit interlocutors, the problem with classified versus unclassified information sharing, zero trust, and more. The cybersecurity experts also discussed educational opportunities, crossover through sectors and the role of leveraging academia and cyber labs to find solutions.In the final segment of the podcast, the guests discuss some of the highlights of the 2019 Cyber Florida Conference and list topics that they would like explored at the future conferences.You can find part 1 and 2, as well as other episodes of No Password Required Podcast, on our website at https://cyberflorida.org/podcast/. This special edition was recorded at the 2019 Cyber Florida Conference in Tampa, Florida. Learn about upcoming Cyber Florida events, including the Annual Conference, at cyberflorida.org or follow us on social media.TIME STAMPS01:30 Partnering Competitively & Cyber Ecosystem07:17 Cyberizing the CEO10:43 Cyberizing the Principal13:48 Public-Private Partnerships15:51 Nonprofit Interlocutor & Scaling Partnerships17:32 Collaborating for Information Sharing19:00 Zero Trust24:42 Classified vs Unclassified Sharing25:30 Surprises from the Cyber Florida Conference

10News anchor Ryan Bass and Rob Higgins, president/CEO of the Super Bowl LV Host Committee, say goodbye to Radio Row, but not before welcoming Ike Taylor, who won the 2009 Super Bowl in Tampa with the Pittsburgh Steelers. He told us the big buy he made after winning it all and his favorite play of that Super Bowl at Raymond James Stadium (5:25). Super Bowl LV Host Committee co-chair Will Weatherford stops by to chat about his role leading up to Super Bowl 55 (11:09) and former Buccaneer Ryan Nece drops in to talk about what Derrick Brooks and the city of Tampa means to him (18:00). We're also joined by Jim Bunn of Raymond James Financial to discuss their partnership with the Super Bowl LV Host Committee (25:15) and former USF star and current Green Bay Packers wide receiver Marquez Valdes-Scantling chats with Ryan about his time in Tampa and his first-ever meeting with Aaron Rodgers. 

During Cyber Florida Conference 2019, a panel of respected cybersecurity experts gathered to share their insights on how cybersecurity impacts the C-level professional, changes in accountability and business models, and what it means to build a cyber-strong workforce. The panel was moderated by Mark Clancy, Chief Information Security Officer (CISO) for Sprint. The esteemed guests on the panel were Diane Janosek, NSA Commandant of the National Cryptologic School; Andy Zolper, SVP, CISO, and Head of Technology Infrastructure for Raymond James Financial; and Terry Roberts, Founder and President of WhiteHawk, Inc.C-level professionals have been a driving force in developing business and securing infrastructures. Recent breaches resulting in CEO firings and similar repercussions are impacting the way many C-level leaders are engaging with technology and their workforce’s cyber culture. Cyber Florida took the opportunity at the conference to help both the C-level professionals and stakeholders who are part of their decision-making process with a discussion titled “Cybersecurity and the C-Suite.” The panelists discussed why it is vital for C-level executives to embrace cybersecurity education and innovation. The experts spoke to what factors C-level leadership face in their organization and workforce in relation to security, networking, and data fundamentals. A large portion of the conversation focused on identifying what it takes to onboard a workforce in this computer-centric modern life (with the phrase “cyberize” being coined to discuss the process), and understanding the crossover that is occurring because of the inter-connectivity of roles and risks.Panelists discussed case studies and resources, such as cyber executive programs, where C-level professionals can:learn the basics of cybersecurity,embrace accountability at the C-level,identify the risks and opportunities of current infrastructure and future tech,learn how certain business models are changing as a response to technology,establish pillars for a robust cyber culture,understand independent cyber risk ratings as a commodity,develop a cyber-strong workforce, andcreate a constructive response plan to cybersecurity attacks and cybercrimes.This is a two-part edition with the second part discussing the personnel gap in cybersecurity and what can be done about it. You can find parts 1 and 2, as well as other episodes of No Password Required podcast, on our website at https://cyberflorida.org/podcast/. This special edition was recorded at Cyber Florida Conference 2019 in Tampa, Florida. Learn about upcoming Cyber Florida events, including the annual conference, at cyberflorida.org or follow us on social media.TIME STAMPS00:42 Who is Diane Janosek, Cybersecurity Expert, Cyber Security Woman of the Year02:03 Who is Andy Zolper, CISO at Raymond James Financial02:45 Who is Terry Roberts, Cybersecurity Exchange03:58 How to Communicate Cybersecurity to Leadership07:25 C-Level Accountability, Cyber Risk Ratings are a Commodity, Cyber Executive Program09:53 Hiring a Cybersecurity Workforce and Training a Cybersecurity Culture15:55 Innovation in Education for Cybersecurity and Cyber Risk Training18:50 Identifying, Leading and Managing Critical Skills21:54 Cyberize Your Team, Workforce Crossovers, and Cyber Defense Ecosystem26:07 Business Interruption and Constructive Actions to Address Cyber Crimes27:35 Cyber Executive Programs and Case Management

In this episode of Art Talks, we sit down with the James Museum’s Curator of Art, Emily Kapes. We talk about the Western & Wildlife Art collection at the museum, her transition from working at the gallery when it was at Raymond James Financial to museum located in downtown St. Pete, and the exciting events and exhibits to come! Tune in every Thursday at 4 P.M for new episodes! Listen Here: Spotify: bit.ly/WMASArtTalksSpotify iTunes: https://apple.co/2nRneOS Youtube: bit.ly/WMASArtTalksPlaylist Follow Us: Facebook: bit.ly/WMASArtFB Instagram: bit.ly/WMASArtIG Blog: http://bit.ly/arttalksblog

This week we welcome Nicholas Lacy, Chief Portfolio Strategist for Asset Management Services with Raymond James Financial. Nick discusses the current economic climate, as well as what we can expect to see over the next 8-12 months. With the possibility of a recession on the horizon, we delve into the potential severity of this downturn, how we should prepare and react, and what indicators we should watch for in the press to prepare our businesses.

Welcome to another episode of Biotechnology Focus radio. I am your host – Michelle Currie – here to give you the rundown on the Canadian biotech scene. This week I’ll be discussing how the regenerative medicine community is abuzz, expanding personalized medicine, and the very recent announcement from the Ontario government that brings great news to the life sciences sector.   +++++  The regenerative medicine field, which includes cell and gene therapies (CGTs), is still abuzz with the fall approvals of three CGTs by the U.S. Food and Drug Administration: Novartis’ Kymriah, Gilead/Kite Pharma’s Yescarta and Spark Therapeutics Inc.’s Luxturna.  At the Cell and Gene Therapy World conference in Miami, Florida (January 22-25), many of the talks were either about the approved treatments or congratulating the industry on these significant milestones.  Reni Benjamin, of Raymond James Financial, reminded delegates that the pharmaceutical industry is also feeling confident about cell and gene therapes s. Acquisitions in 2017 were worth billions: Gilead acquired Kite for $11.9 billion, Takeda bought Ariad for $5.2 billion and Roche acquired Ignyta for $1.7 billion. As the conference was just getting underway, the news was announced that Celgene is buying Juno Therapeutics for $9 billion.  Illustrating the future of the field are the more than 1,300 currently open clinical trials listing stem cells (from sources other than blood) as the primary therapeutic, the 1,000 clinical trials in gene therapy, and clinical trials involving chimeric antigen receptor (CAR) T cells (a type of immune system cell) accounted for around half of clinical trials in 20162.  As such, global investment in the cell and gene therapies and regenerative medicine industry is booming. For example, public and private investment in immuno-oncology has grown to $1.5 billion2. When it comes to gene therapies, the forecast for the year 2025 ranges from $4.3 billion to $10 billion2 due to recent advances in the understanding of genetic disease, and innovation in genetic engineering tools. Altogether, it is estimated that the regenerative medicine industry will explode to a valuation of up to $20 billion by the year 2025.     So, where does Canada sit in terms of being an innovator in these advanced therapeutic technologies?     Let’s start with the good news. Canada is a prominent force in this emerging global field. We have a strong backbone of Canada-based researchers who are recognized scientific leaders, and a robust system for the development of highly-qualified personnel through Canada’s universities. We have also benefited from strategic investments in research, collaborative networks and infrastructure, and are developing a deep understanding of how to translate these advanced therapies from the bench to the bedside.  One way to sustain Canada’s leadership position is to nurture the right skills and education within our borders. Encouraging STEM (science, technology, engineering and mathematics) education from a young age is a necessary first step. Extending STEM-based education with biomedical engineering programs at the university level is a good strategy for supporting the growth of Canada’s CGT and regenerative medicine industry. Biomedical engineering – where engineering design principles and mathematics are applied to medicine and biology, allowing students to make significant contributions to improving human health by finding new diagnostic or therapeutic solutions – is an area Canadian universities are increasingly focusing on.  An illustration of how biomedical engineers are already impacting the regenerative medicine field can be found at the University of Toronto’s Institute of Biomaterials and Biomedical Engineering (IBBME) and at Medicine by Design. The 55-year-old IBBME fosters a multidisciplinary research community where students and investigators in engineering, medicine and dentistry collaborate to develop innovative solutions that address global challenges in human health. Their impact can be seen in the development of breakthrough biomedical devices and new biomaterial products.  Funded in 2015 with a generous federal grant, Medicine by Design builds on IBBME’s successful multidisciplinary model to conceive, create and test strategies to address critical problems in regenerative medicine. By working across disciplines and generating and using emerging methods, like genome editing, computational modelling and synthetic biology, Medicine by Design is generating a deeper understanding of core biological concepts controlling stem cell fate, and devising new therapeutic approaches that will improve health outcomes.  This successful approach is now receiving a significant boost in Vancouver, where the University of British Columbia (UBC) has launched a new School of Biomedical Engineering as a partnership between the Faculty of Medicine and the Faculty of Applied Science.     Centre of commercialization and regenerative medicine, a Toronto-based leader in developing and commercializing regenerative medicine technologies, understands how the intersection of engineering and medicine, introduced by biomedical engineers, can help provide the tools that will advance the industry now and into the future.  One area where Centre of commercialization and regenerative medicine employs biomedical engineers is in its Centre for Advanced Therapeutic Cell Technologies (CATCT), a joint investment by GE Healthcare and the Government of Canada. Biomedical engineers work on process development strategies and solutions, and on projects involving reprogramming and engineering cells, immunotherapies and gene therapies. Operational for over a year, Centre for Advanced Therapeutic Cell Technologies was created to accelerate the development and adoption of cell manufacturing technologies that improve patient access to novel regenerative medicine-based therapies. The team introduces new technologies to solve emerging technical challenges and closes gaps in current and future workflows.      Our next challenge is to make certain that we have the people, technologies, processes and infrastructure to ensure Canadians have equitable access to these potentially game-changing therapies. Biomedical engineering programs are a start. Engineers are trained to look for efficiencies through cost reductions and improved technologies.  We need to build a Canadian innovation cluster that will attract talent and business expertise to capture the intellectual property developed in Canada and mobilize it for the benefit of Canadians.  We also need to work with government to position our health-care system as part of our competitive advantage. A big part of getting to this step in getting to this solution is starting to look at health economic models that integrate therapeutic costs and savings from development through to long term patent treatment costs.  Together, Canada’s companies, networks, researchers, start-ups and innovative centres are starting to deliver on the promise of regenerative medicine. With the technical know-how and a spirit of collaboration, biomedical engineers are a driving force in the country’s quest to lead the regenerative medicine industry into the future.  +++++  Personalized medicine is becoming a very popular term heard amongst researchers and the scientific community. It is a more tailored approach to preventing disease that is based on an individual’s predispositions. Whichever way you put it – personalized medicine, genomic medicine, precision medicine – it is reshaping healthcare.  Dr. Richard Kim, a scientist at Lawson Health Research Institute and clinical pharmacologist at London Health Sciences Centre (LHSC), has received $4.4 million to study an expanded personalized medicine program at London Health Sciences Centre. One-third of the funding comes from the provincial government’s Ontario Research Fund (ORF) while the remainder is contributions from Thermo Fisher Scientific and donor funding through London Health Sciences Foundation.  Personalized medicine uses pharmacogenomics – the study of genetic changes that alter the way a person responds to individual drugs. The new funding will enable researchers to follow patient outcomes and assess the cost-effectiveness of London Health Sciences Centre’s personalized medicine program, providing evidence on the relationship between the cost of the program and how patient care is improved.  London Health Sciences Centre’s personalized medicine program involves the full integration of research into patient care and was the first in Canada to implement personalized medicine as a clinical strategy. The practice began in 2008 through Dr. Kim’s research on warfarin – a blood thinner prescribed to treat blood clots.  Adverse drug reactions in patients is a significant problem. Some drugs do not metabolize with every patient, and can even lead to toxicity. It is the fourth leading cause of death among hospitalized patients and costs the Canadian health care system over $5 billion a year.  Dr. Kim explains, “For every medication, there are patients who should be prescribed lower or higher than the recommended standard dose and patients who should be prescribed an entirely different medication. Personalized medicine studies a patient’s unique DNA to ensure he or she is prescribed the right dose of the right medication at the right time.”  The team’s research continues to grow since inception and is providing testing for several other drugs. For example, they can now offer testing for cancer patients that have been prescribed 5-fluorouracil – a highly toxic form of chemotherapy – but is integral in treating bowel, stomach, head, and neck cancers.  Oncologists at London Health Sciences Centre’s London Regional Cancer Program can now refer patients to get tested for their potential reaction to 5-fluorouracil to better predict if they may or may not have an adverse reaction. A blood sample will be taken and tested with genotyping, and a full report given to the recommending oncologist. If a patient’s predicted to react poorly with the drug, they can follow clinical guidelines to either reduce the dose or find a method of treatment.  The team will study the outcomes of any patients referred to the program, including hospital stays, emergency department visits, and physician visits. These patients will be compared to others in the province using provincial health care data from the Institute for Clinical Evaluative Sciences (ICES). The team hopes to demonstrate the cost-effectiveness of implementing personalized medicine in a large acute-care hospital in Ontario.  +++++  The most recent announcement from the government of Ontario this past week was that it is investing $50 million in venture capital funds focused on life sciences.  Ontario is moving forward with their plan for a venture capital fund to aid life sciences firms access the capital they need to grow their business, create jobs, and grow on a global level.  The Ontario Capital Growth Corporation (OCGC) would like to identify fund managers to partner with other institutional investors such as corporations, banks and pension funds. Ontario’s new life sciences venture capital fund is designed to respond to the challenges faced in raising capital by innovative, high-potential life sciences companies to scale up and reach global markets.  The Hon. Reza Moridi, Minister of Research and Innovation says, “Providing much needed capital to growing life sciences companies is a crucial step towards a strong and sustainable life sciences ecosystem. Supporting high-potential life sciences companies will create good jobs and help commercialize technologies and services for improved healthcare at home and around the world.”  Ontario’s new venture capital fund focused on life sciences is designed to respond to the challenges faced in raising capital by innovative, high-potential life sciences companies to scale up and reach global markets. It will also help businesses foster new discoveries, including new technologies, treatments and cures for illnesses while supporting high quality, knowledge-based jobs for people across the province. It will also drive Ontario’s ability to attract and retain talent.  The Ontario Capital Growth Corporation, venture capital agency of the government of Ontario, was created to promote and develop the venture capital sector in Ontario, so that more high-potential technology companies have access to the capital needed to grow and prosper.  Supporting innovation in the life sciences is part of Ontario’s plan to create fairness and opportunity during this period of rapid economic change. The plan includes a higher minimum wage and better working conditions, free tuition for hundreds of thousands of students, easier access to affordable child care, and free prescription drugs for everyone under 25 through the biggest expansion of medicare in a generation.  Ontario is the largest life sciences jurisdiction in Canada with more than 50 per cent of overall Canadian revenue. The province includes an incredible 1,840 firms employing close to 61,000 people across the province. This fund will open many doorways for Canadians and Ontarians.   +++++  Well, that wraps up another episode of Biotechnology Focus radio. I hope you enjoyed it. If you have a story idea or would like to be on the show, please email me at press@promotivemedia.ca. To see the articles in full check out the website biotechnologyfocus.ca ca so you don’t miss a beat! Have a momentous week. From my desk to yours – this is Michelle Currie.

On the cusp of the rising tides of innovation in St. Petersburg’s business community, Jeff Hearn, Senior Vice President and Managing Director at Raymond James Financial, is a veritable trove of St. Petersburg knowledge. Jeff sits down with our host, Joe Hamilton, to swap St. Petersburg stories, talk philanthropic ventures, and share investment wisdom for a start-up friendly city. Join us as we take a look at Hearn’s indelible mark on St. Petersburg’s business community - including his current venture with the St. Pete Downtown Partnership, his past with Foundations for a Healthy St. Petersburg, and the road that lies ahead.

Human beings are bad at planning for the end; the end of a career, the end of a business, the end of a life and financial advisors are no different. Advisors are experts at helping their clients through life transitions and into retirement, but many advisors may have neglected to create the same plan for themselves. We aim to help fix that with this episode. Succession planning can mean many different things, but no matter how you do it, the topic of succession planning is more than divesting or acquisition. It’s success or failure largely depends upon the human elements, including open communication with clients, successors, staff and other stakeholders. Our guest is an expert in the topic of succession planning. Rob Goff is a VP of Succession Planning and Acquisitions at Raymond James Financial. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/succession-planning-exit-strategies-for-a-smooth-client-experience/.

Welcome to Episode 8 of the Leadership Lyceum: A CEO’s Virtual Mentor “Leading Beyond Authority in Utilities: A Conversation with American Water Works CEO Susan Story” American Water Works (Ticker: AWK) is the largest publicly-traded water utility in the country, serving one of the basic human needs of about 15 million customers across 47 states, and in Ontario, Canada. The company serves, and Susan leads, in a mission-critical infrastructure sector. I have had the pleasure of hearing Susan Story, CEO of American Water, speak to industry groups on numerous occasions over the last several years.  Her speeches are engaging and carry power that moves an audience to action.  I realized that the persuasive power of her public speaking and her approach to leadership demonstrates quintessential qualities for effective leadership beyond the boundaries of the corporation that she leads. A key measure of success in the utility industry is continuously achieving safe, clean, reliable, affordable delivery of service.  These objectives are dynamic and their parameters are often dependent on public policy, legislation, and regulatory relationships.  Industry leaders, therefore, must advocate in these areas by leading and influencing beyond the boundaries of their corporations.  They must lead beyond their authority. There are three types of authority, according to the famed sociologist Max Weber. There is authority based on legal rules.  There is traditional authority, based on traditions, customs and historical precedents.  Weber posited an additional authority structure called charismatic authority. Charismatic authority is conferred on someone not by established norm or rule, but by an individual’s personal history, achievements and leadership qualities.  Weber defines charisma as possessing exceptional qualities regarded as exemplary in the eyes of his or her followers.  A utility executive leads beyond the boundaries of the corporation with charismatic authority.  Leadership effectiveness in this sphere of charismatic authority, above and beyond the corporation’s boundaries, requires unique characteristics and competencies often overlooked. There are many descriptors for the general qualities of the effective leader.  But there are very few specific frameworks for effective leadership with charismatic authority.  In 1951, Northwestern University professor Franklyn Haiman established a list of qualities desirable for a leader engaged in democratic processes. These qualities include social sensitivity, which includes a respect and concern for others, extroversion, and a belief in the value of the individual.  This sincere interest in other people is the most important attribute of this type of leader.  Other qualities include sensitivity to the basic trends and moods of the group; knowledge and expertise in the area where they are expected to lead; facility in verbalizing the ideas of a group; vitality; maturity and patience.  Susan Story has those qualities.  I think you will hear evidence of the qualities throughout my interview with her.  These attributes enable her to successfully lead and influence people beyond her corporate authority into the areas of corporate social responsibility and public policy.  Informative and Helpful Links From the September 13, 2014 The New York Times: Adam Bryant’s Corner Office “Susan Story of American Water: A Job Description Is Just the Start” https://nyti.ms/2jGgWfX   The Bipartisan Policy Center: http://bipartisanpolicy.org The Bipartisan Policy Center is a non-profit organization that combines the best ideas from both parties to promote health, security, and opportunity for all Americans. BPC drives principled and politically viable policy solutions through the power of rigorous analysis, painstaking negotiation, and aggressive advocacy.  Program Guide Susan Story Interview – “Leading Beyond Authority in Utilities”  0:30     Introduction to Susan Story, American Water and Policy Leadership 1:55     Strategic and public policy priorities for American Water 5:33     Introduction to the Bipartisan Policy Center (BPC) 7:06     BPC: Moving from white papers to practical legislation 7:58     BPC: Addressing aging infrastructure - Public Private Partnerships (P3s) 9:45     BPC solutions and implications on activities of American Water 11:50   Break 1 12:07   Ideal conditions state-by-state to support P3s. Fair market value, single tariffs. 15:20   Measures and approaches to addressing state-level policy matters. 16:40   Break 2 17:00   BPC: Other industries that benefit from the P3 construct 17:50   Barriers to P3s: Bonding capacity - tax-exempt bond defeasance enablers and barriers 19:45   Lyceum’s introduction to “Leading Beyond Authority” and definition of “charismatic authority” 21:06   Susan’s leadership approach to broad policy and regulatory environments. 25:32   Lyceum’s outline of effective leadership attributes for those with charismatic authority. 26:32   Susan’s approach to achieving forward progress on policy matters 28:10   Meaning and pride in our work: Herbie Sims, backhoe operator 30:45   Break 3 31:05   Susan’s vision for water and wastewater five years down the road. 34:14   End of episode and preview of Episode 9 with Pedro Pizarro, CEO of Edison International   Biography on Susan Story Susan N. Story is president and chief executive officer (CEO) of American Water, the largest publicly traded U.S. water and wastewater utility company. In this role since May 9, 2014, Ms. Story leads a team of 6,700 dedicated professionals who provide regulated and market-based drinking water, wastewater and other related services to an estimated 15 million people in 47 states and Ontario, Canada. She is responsible for developing the overall strategy and vision of American Water and directing its key business development initiatives. Ms. Story joined American Water in April 2013 as chief financial officer (CFO). In this role, she had responsibility for all financial functions, including directing and coordinating all company financial objectives and obligations; ensuring the integrity of financial statements; developing budgets for both annual and interim periods; developing cash management investment strategies; maintaining a financially solvent organization; leading Sarbanes-Oxley; and overseeing the shared services organization. With more than 30 years of utility experience, Ms. Story is well-versed in overseeing complex financial systems, optimizing cost structures and strengthening internal controls. Prior to joining American Water in April 2013, Ms. Story served as executive vice president of Southern Company, one of America's largest generators of electricity serving both regulated and competitive markets across the southeastern United States. In this capacity, she was a member of the company’s management council and was president and CEO of Southern Company Services Inc., with responsibilities for functional support of all of Southern Company’s subsidiaries. Previously, Ms. Story served as president and CEO of Gulf Power Company, a Florida subsidiary of Southern Company.  She has also served as Southern Company’s executive vice president of Engineering and Construction Services, where she had oversight for budgets and schedules of numerous combined cycle power plants and large environmental retrofit projects.  Ms. Story began her career at Southern Company as a nuclear power plant engineer and had increasing responsibilities in operations, human resources, customer service, corporate real estate and supply chain. She has also been an independent director of Raymond James Financial, a diversified financial services company, since 2008, and was named Independent Lead Director in February 2016. Story has a history of active involvement in community, industry, education and economic development efforts.  She currently serves on the board of directors for the Bipartisan Policy Center and as co-chair of its Executive Council on Infrastructure. She is also on the board of the Alliance to Save Energy (ASE), and is a member of the Electric Power Research Institute Advisory Council and the Moffitt Cancer Center Board of Advisors in Tampa, Fla.  She was recently the national chairman for the Center for Energy Workforce Development (CEWD) and served on the board of the National Renewable Energy Laboratory (NREL).  In her time in Florida, she was a member of the Florida Board of Education, appointed to the Federal Judicial Nominating Commission, appointed chair of the state's economic development public-private partnership, and was an appointee to the Tax and Budget Reform Commission, required every 20 years by the Florida Constitution. Ms. Story attended executive education programs at Duke University and Oxford University in England, and completed international business studies at Cambridge University and leadership studies at Harvard. She earned a bachelor's degree in industrial engineering from Auburn University and an MBA from the University of Alabama in Birmingham.  She completed additional post-graduate coursework in the Master of Finance program at the University of Alabama focusing on financial derivatives, and at the Birmingham School of Law focusing on torts and contracts. Subscribe to the podcast at iTunes: https://t.co/a70rtSiQnW or SoundCloud: https://soundcloud.com/thomas-linquist Follow Leadership Lyceum on: LinkedIn: https://www.linkedin.com/in/thomas-linquist-682997 Twitter: @LeaderLyceum https://twitter.com/LeaderLyceum Email us: Thomas.Linquist@LeadershipLyceum.com Subscribe to the Leadership Lyceum at iTunes which will enable future content to come to you automatically. Rate us and spread the word among your fellow executives and board colleagues.  Your host Thomas B. Linquist is a Partner at a leading global executive search firm. Over his 15 years in management and leadership consulting he has served a wide array of industrial clients.  This includes leadership assessment and search for chief executive officers, chief financial officers, chief operating officers and boards of directors.  He holds an MBA from the University of Chicago and over his 25-year career has served in a variety of roles: as an engineer with Shell Oil Company, a banker with ABN AMRO Bank, and as treasurer was the youngest corporate officer in the 150+ year history at Peoples Energy Company in Chicago.  He is an expert on hiring and promotion decisions and leadership development.  Over the course of his search career, he has interviewed thousands of leaders.  Copyright 2016 by The Leadership Lyceum LLC

Raymond James Financial's Scott Brown discusses the market and how prices are not to perfection as the economy is still expanding. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Raymond James Financial's Scott Brown weighs in on where the U.S. economy stands and malaise at the lower end of the income scale on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Conversation Gist that Dylan prepared prior to the show.   02:15 - Dylan Johnson Introduction Twitter GitHub Blog Raymond James Financial The Pragmatic Programmer: From Journeyman to Master by Andy Hunt and Dave Thomas 05:41 - What “Pragmatic” Means 06:35 - Applying Pragmatic Principles in Angular 08:28 - Pragmatic Principles Always Learning Reactive Messaging Patterns with the Actor Model: Applications and Integration in Scala and Akka by Vaughn Vernon Why Functional Programming Matters by John Hughes 13:07 - Stone Soup 14:48 - Pragmatic Programmers Enjoy Change “Why should I go learn ‘x’ when I know ‘y’?” 21:58 - TypeScript Mixins Reginald Braithwaite: JavaScript Mixins, Subclass Factories, and Method Advice Let me google that for you (LMGTY) 33:30 - How do we apply these ideas to Angular 2? Rubber Duck Debugging “Rubber Duck Design” The Law of Demeter 39:00 - Testing 41:40 - How Pragmatic Programming Can Help 42:47 - New Year’s Resolution; Approaching Angular 2 Dan Abramov: Live React: Hot Reloading with Time Travel @ react-europe 2015 Lifecycle Hooks NG6-starter Picks More sleep (Ward) awesome-nodejs (A curated list of delightful Node.js packages and resources) (John) Exploding Kittens (John) Reactive Programming with RxJS Untangle Your Asynchronous JavaScript Code by Sergi Mansilla (Lukas) Greg Wilson: What We Actually Know About Software Development, and Why We Believe It's True (Joe) Star Wars: The Force Awakens Soundtrack (Joe) The Pragmatic Programmer: From Journeyman to Master by Andy Hunt and Dave Thomas (Dylan) The Pragmatic Programmer Wiki (Dylan) ES6 In Depth Articles (Dylan) TypeScript Deep Dive by Basarat Ali Syed (Dylan)

The Conversation Gist that Dylan prepared prior to the show.   02:15 - Dylan Johnson Introduction Twitter GitHub Blog Raymond James Financial The Pragmatic Programmer: From Journeyman to Master by Andy Hunt and Dave Thomas 05:41 - What “Pragmatic” Means 06:35 - Applying Pragmatic Principles in Angular 08:28 - Pragmatic Principles Always Learning Reactive Messaging Patterns with the Actor Model: Applications and Integration in Scala and Akka by Vaughn Vernon Why Functional Programming Matters by John Hughes 13:07 - Stone Soup 14:48 - Pragmatic Programmers Enjoy Change “Why should I go learn ‘x’ when I know ‘y’?” 21:58 - TypeScript Mixins Reginald Braithwaite: JavaScript Mixins, Subclass Factories, and Method Advice Let me google that for you (LMGTY) 33:30 - How do we apply these ideas to Angular 2? Rubber Duck Debugging “Rubber Duck Design” The Law of Demeter 39:00 - Testing 41:40 - How Pragmatic Programming Can Help 42:47 - New Year’s Resolution; Approaching Angular 2 Dan Abramov: Live React: Hot Reloading with Time Travel @ react-europe 2015 Lifecycle Hooks NG6-starter Picks More sleep (Ward) awesome-nodejs (A curated list of delightful Node.js packages and resources) (John) Exploding Kittens (John) Reactive Programming with RxJS Untangle Your Asynchronous JavaScript Code by Sergi Mansilla (Lukas) Greg Wilson: What We Actually Know About Software Development, and Why We Believe It's True (Joe) Star Wars: The Force Awakens Soundtrack (Joe) The Pragmatic Programmer: From Journeyman to Master by Andy Hunt and Dave Thomas (Dylan) The Pragmatic Programmer Wiki (Dylan) ES6 In Depth Articles (Dylan) TypeScript Deep Dive by Basarat Ali Syed (Dylan)

The Conversation Gist that Dylan prepared prior to the show.   02:15 - Dylan Johnson Introduction Twitter GitHub Blog Raymond James Financial The Pragmatic Programmer: From Journeyman to Master by Andy Hunt and Dave Thomas 05:41 - What “Pragmatic” Means 06:35 - Applying Pragmatic Principles in Angular 08:28 - Pragmatic Principles Always Learning Reactive Messaging Patterns with the Actor Model: Applications and Integration in Scala and Akka by Vaughn Vernon Why Functional Programming Matters by John Hughes 13:07 - Stone Soup 14:48 - Pragmatic Programmers Enjoy Change “Why should I go learn ‘x’ when I know ‘y’?” 21:58 - TypeScript Mixins Reginald Braithwaite: JavaScript Mixins, Subclass Factories, and Method Advice Let me google that for you (LMGTY) 33:30 - How do we apply these ideas to Angular 2? Rubber Duck Debugging “Rubber Duck Design” The Law of Demeter 39:00 - Testing 41:40 - How Pragmatic Programming Can Help 42:47 - New Year’s Resolution; Approaching Angular 2 Dan Abramov: Live React: Hot Reloading with Time Travel @ react-europe 2015 Lifecycle Hooks NG6-starter Picks More sleep (Ward) awesome-nodejs (A curated list of delightful Node.js packages and resources) (John) Exploding Kittens (John) Reactive Programming with RxJS Untangle Your Asynchronous JavaScript Code by Sergi Mansilla (Lukas) Greg Wilson: What We Actually Know About Software Development, and Why We Believe It's True (Joe) Star Wars: The Force Awakens Soundtrack (Joe) The Pragmatic Programmer: From Journeyman to Master by Andy Hunt and Dave Thomas (Dylan) The Pragmatic Programmer Wiki (Dylan) ES6 In Depth Articles (Dylan) TypeScript Deep Dive by Basarat Ali Syed (Dylan)

The Empire Club of Canada Presents: Shelley Broader, President and CEO of Walmart Europe, Middle East, Africa and Canada With Leadership Today: Staying Ahead of the Curve in Today's Hyper Changing World As the world's largest retailer, Walmart is at the forefront of the constant transformation shaping the global retail climate as consumer needs continue to grow and evolve. Within this context Walmart Canada is marking its 20th anniversary in Canada this year, a timeframe characterized by two decades of unprecedented growth, evolution, reinvention, and a host of learnings. As the President and CEO of Walmart's operations across Europe, the Middle East, Africa and Canada, Shelley Broader leads more than 1,300 retail units and 285,000 employees. Throughout a career spanning 25 years of international leadership and broad life experiences, Shelley has distinguished herself with a new generation brand of management. Speaking to The Empire Club of Canada on November 17, Shelley will address the topic of leadership in today's hyper changing corporate world, from leveraging groundbreaking inclusiveness and diversity as a competitive edge, to building world class management teams that are creative, flexible and innovative, to reinforcing and staying true to your culture and roots while building your own personal brand, to driving social leadership from your own unique sphere of influence. Biography: Shelley Broader was appointed President and Chief Executive Officer of Walmart's EMEA region in June, 2014. She has responsibility for Walmart's retail operations and business development across Europe, the Middle East, Africa, and Canada, and leads 1,345 retail units and more than 285,000 associates. Previously Shelley was President and Chief Executive Officer of Walmart Canada, Chief Merchandising Officer for Walmart Canada, and Senior Vice President with Sam's Club, Walmart's membership warehouse format in the U.S. Shelley joined Walmart in 2010 following more than 20 years of leadership experience across the North American retail industry. Prior to Walmart, Shelley was President and Chief Operating Officer of Michael's, the world's largest retailer of arts and crafts and was responsible for the chain's 1,000 U.S. and Canadian stores. Before joining Michael's, Shelley enjoyed a 17 year career with Belgium based Delhaize Group where, under the Hannaford banner, she held a broad range of leadership roles across the company's operations, merchandising, distribution, strategy and marketing divisions. She was promoted to President and Chief Executive Officer of the company's Kash n' Karry chain, and then to President and Chief Executive Officer of the Sweetbay Supermarkets Division. Shelley Began her career in the investment banking sector advising clients in the U.S. supermarket industry. She has a lengthy track record of public speaking and community engagement. Shelley is a Member of the Board of Directors of Raymond James Financial, Inc., The Retail Council of Canada, and Catalyst Canada. Speaker: Shelley Broader, President and CEO of Walmart Europe, Middle East, Africa and Canada *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*

Why Buy Caterpillar IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I going to have an in-depth discussion with Charles Wilton, a portfolio manager with the private investment management group at Raymond James Financial.  We are going to talk about … Continue reading The post KEY040 | Why Buy Caterpillar first appeared on Ironshield Financial Planning.

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