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4 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
2 episodes with successful transition
Flexible Leadership: Navigate Uncertainty and Lead with Confidence by Kevin Eikenberry Amazon.com Kevineikenberry.com Become a more flexible leader with a revolutionary approach to applying leadership skills—while remaining steadfast in proven principles and your values. To succeed in a landscape more unpredictable than ever, leaders need a new perspective and a brand-new set of skills centered around what is missing in the models and existing tools: flexibility. Kevin Eikenberry, Chief Potential Officer of the Kevin Eikenberry Group, a leadership consulting company centered on a philosophy of lifelong learning, explains how to effectively harness flexibility in this guide for leaders at all levels. Outlining a new toolkit for those frustrated with their current effectiveness and confidence, Flexible Leadership teaches readers to: Become more situationally flexible and effective every day without compromising values or principles Understand the danger of using existing models to define (and therefore limit) leadership effectiveness Use the Flexible Leadership Approach, including the practical Flexor spectrum framework, to make wise decisions based on context—not on automatic responses Create an organization of flexible leaders and change the lives of others for the better The flexible leader has a clear mindset and increased confidence knowing that they can respond to a variety of situations with greater success, instead of being overly reliant on restrictive and complicated tools that can get in the way. Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.About the author Kevin Eikenberry is a recognized world expert on leadership development and learning and is the Chief Potential Officer of The Kevin Eikenberry Group (http://KevinEikenberry.com). He has spent nearly 30 years helping organizations across North America, and leaders from around the world, on leadership, learning, teams and teamwork, communication and more. Twice he has been named by Inc.com as one of the top 100 Leadership and Management Experts in the World and has been included in many other similar lists. He is the author, co-author or a contributing author to nearly 20 books, including Remarkable Leadership and bestseller From Bud to Boss – Secrets of the Successful Transition to Remarkable Leadership (with Guy Harris), The Long-Distance Leader: Rules for Remarkable Remote Leadership (with Wayne Turmel). His next book (January 2021) is The Long-Distance Teammate: Stay Engaged and Connected While Working Anywhere. His blog is consistently ranked among the world's best, most read and most shared on leadership.
After 30 years in banking, Emilia DiMenco joined the Women's Business Development Organization (WBDC) - first as a board member and then as CEO. WBDC serves all entrepreneurs and particularly women and underserved communities. Emilia understands and communicates the importance of managing cash and risks, how best to build capacity and, most importantly, to provide quality products and service while competing fairly on price.WBDC works with entrepreneurs from start-up to succession, helping them to gain certification and pursue procurement opportunities, access capital and networks, and continue to learn. Emilia looks ahead to more free time to focus on health and wellness, travel adventure, more time with her son's family, music lessons and digging deeper into world history. “Allowing a younger generation to take over allowed me to use my skills to benefit an underserved population.” - Emilia DiMencoCONNECT WITH EMILIAEmail: edimenco@wbdc.orgWebsite: https://www.wbdc.org/en/WBDC Phone: 312-853-3477Thank you to Wells Fargo for their Support of Women Over 70:Aging Reimagined
This episode is a two-in-one special, with two guests for the price of one. One is one of the world's top experts on TikTok shop, and the other has sold hundreds of millions of dollars online and is even an accomplished DJ who plays at music festivals. ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos Join us for a fascinating conversation as we welcome Ali Grey, a remarkable e-commerce expert and globetrotter, to our podcast. Ali shares his journey from London to living in Taiwan, after having worked from an impressive 70 different countries. Discover how he started his entrepreneurial journey at the young age of 15 by coding his own dropshipping website, which led him to leave school and pursue e-commerce full-time. Ali talks about his success on Amazon and his early investments in Bitcoin, which were driven by his interest in cryptography and a desire to break away from traditional financial systems. In another exciting chapter, we explore Ali's creative side as GRY, a DJ who transitioned from organizing underground raves in London to performing at major festivals around the world. He reveals the four key strategies that propelled his e-commerce business to impressive revenue growth, including acquiring ASINs, leveraging affiliate marketing, building a strong community, and creating patented products. Ali emphasizes the importance of community and patent financing while sharing his personal preference for social media platforms. Finally, listen in as Bilal Sirbuland, a trailblazer in the TikTok Shop space, joins the discussion to share his journey from Amazon to becoming a top seller on TikTok Shop. Bilal highlights the simplicity and opportunities TikTok Shop offers, and shares strategies for launching and scaling a business, such as focusing on viral products and leveraging TikTok's algorithm for advertising. This episode is packed with valuable insights and strategies from both Ali and Bilal, providing a comprehensive guide for aspiring e-commerce entrepreneurs looking to thrive in the ever-evolving digital selling marketplace. In episode 630 of the Serious Sellers Podcast, Bradley, Ali, and Bilal discuss: 00:00 - E-Commerce Experts Discuss Success Strategies 06:39 - Teen Entrepreneur's Million-Dollar Gaming Venture 12:32 - From Raves to Festivals 17:43 - Value of Building Patents in Business 19:58 - Successful Transition to TikTok Shop 21:50 - Selling Brands on TikTok for Virality 26:27 - Selling Brands Without Influencers 32:47 - TikTok Shop Strategy and Pricing 39:52 - Selling Products on TikTok Shop
What are the key leadership insights and skills needed as we move into 2025? In this end-of-year episode, Kevin answers listener questions about leadership trends, challenges, and reflections on his latest book, Flexible Leadership: Navigate Uncertainty and Lead with Confidence. Kevin believes that leaders must move beyond rigid leadership styles to embrace flexibility, adapting their approach based on context, team needs, and organizational goals. He also highlights the importance of mindset, skill set, and habit set for leaders. While skills provide the tools for leadership, mindset ensures alignment with goals, and habit set ensures sustained application. Listen For 00:00 Introduction 00:44 Joining the Live Experience 01:06 Flexible Leadership Book Promo 01:57 Introduction of Lisa Ritter-McMahan 02:59 Soft Skills Leaders Need 05:21 Transitioning from Peer to Leader 07:17 Hierarchical Leadership in Government Agencies 09:00 Highlight from Flexible Leadership Book 11:13 What Excites Kevin About His New Book 12:28 Balancing Empathy and Organizational Goals 14:55 Professional Development: Inside vs. Outside Work Hours 17:30 Mindset, Skill Set, and Habit Set for Leaders 20:14 Importance of Flexibility in Organizations 22:32 Clear Communication in Remote Work 25:58 Kevin's Reading Process for Podcasts 30:08 Memorable Moments from 2024 Guests 33:24 What Kevin Does for Fun 34:48 Kevin's Current Reading Recommendation 36:04 Closing Remarks Book Recommendations Flexible Leadership: Navigate Uncertainty and Lead with Confidence by Kevin Eikenberry From Bud to Boss: Secrets to a Successful Transition to Remarkable Leadership by Kevin Eikenberry and Guy Harris Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke On the Edge: The Art of Risking Everything by Nate Silver Thinking Fast and Slow by Daniel Kahneman The Case for Good Jobs: How Great Companies Bring Dignity, Pay, and Meaning to Everyone's Work by Zeynep Ton How to Work with and Lead People Not Like You by Kelly McDonald Like this? A Guide to Excellence with Tom Peters This is Strategy with Seth Godin Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP
Retirement is a great but challenging transition in one's life. We offer our best tips for making it successful. Join Retirement Loop Waitlist Go back to Part 1 Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Chase Smith to talk about his journey from being a nurse to starting an online health coaching business to ultimately partnering up with another health coach. Connect with Justin Green Schedule a 1:1 Free Intro Call FREE Cash Flow Training -- 00:00 Introduction to the Podcast 01:22 Chase Smith's Background and Journey 04:23 Transition to Full-Time Coaching 06:56 Challenges and Mistakes in Business 09:40 Hiring and Financial Struggles 16:30 Mentorship and Business Growth 18:41 Reflecting on Mentorship Choices 19:03 The Pressure of Debt and Business Coaching 19:38 Balancing Scarcity and Abundance Mindsets 20:59 Leaving Nursing Too Soon 22:47 Struggles and Debt Accumulation 24:59 A Turning Point: Seeking Help 27:50 The Power of Partnership 32:30 Successful Transition and Final Thoughts 35:12 Where to Find Chase and Podcast Outro
This week on the Expert Voices podcast, Randy Wootton, CEO of Maxio, speaks with Dave Woolliscroft, Finance Leader and Big 4 Managing Director. Randy and Dave discuss the key differences between venture capital and private equity, particularly focusing on what it means for companies preparing for a sale to a PE firm. The conversation highlights the importance of understanding the operational changes that occur under PE ownership, emphasizing that companies often experience increased scrutiny and a more rigorous reporting structure. Dave shares insights on what makes a great PE firm and how their approach to growth can differ significantly from that of VCs, especially regarding profitability and operational discipline. Expert Takeaways Understanding the differences between VC and PE is crucial for founders and CEOs.Preparing for a sale to a PE firm requires clear financial data and predictability.Effective go-to-market execution is essential for attracting PE interest and valuation.CFOs must adapt to a more rigorous financial environment under PE ownership.Regular communication with the board helps alleviate concerns and ensures alignment.Pricing strategy plays a significant role in maximizing profitability and growth potential.Timestamps(00:00) Intro(00:15) Meet Dave Wooliscroft(01:24) Understanding VC vs PE(13:26) Preparing for a Sale to PE(24:58) Life Under Private Equity(36:37) Key Advice for CFOs in PE Transactions(40:47) Speed Round: Metrics, Books, and InfluencersLinksMaxioUpcoming EventsMaxio Institute ReportRandy Wootton LinkedIn Dave Woolliscroft LinkedIn
Part 2 with Euan Walker, CIO of Judo Bank is here! We cover everything you need to know before diving into tech startups, from mindset shifts and success-driven mentalities to navigating product developments. --- 0:00 - Recap and Introduction 0:52 - Moving from ANZ and start Startup Experience 5:11 - Navigating Product Development Challenges 7:31 - Tech and Banking Challenges 11:07 - Success in a Startup Environment 12:32 - Leadership and Team Building in a Startup 15:04 - Transition to Judo Bank 18:06 - Tech and Business Transformation at Judo 23:03 - Building an Engineering Team 26:08 - Navigating Career Transitions 32:03 - Advice for Aspiring Technologists 38:00 - Ethical Leadership and Professional Development 46:02 - Final Reflections and Looking Forward --- Connect with Euan Walker https://www.linkedin.com/in/euanwalker/ Connect with Host Anton Roe https://www.linkedin.com/in/talentsolutions/
SAP has announced the end of life for its identity management (IDM) system, which is a key component in many traditional SAP environments. This poses a challenge for organizations running on-premises SAP systems. To plan for a smooth transition, organizations should consider key strategies such as taking the time for thorough planning, thinking about the future of their IAM, and analyzing requirements before choosing a new solution. The cost of implementation projects can be significant, but investing in proper preparation and tools upfront can save time and money in the long run. It is important to take a holistic view and consider the broader picture, including GRC and access governance solutions. Finding the right solution requires support from experts who understand the market and the organization's specific requirements.
SAP has announced the end of life for its identity management (IDM) system, which is a key component in many traditional SAP environments. This poses a challenge for organizations running on-premises SAP systems. To plan for a smooth transition, organizations should consider key strategies such as taking the time for thorough planning, thinking about the future of their IAM, and analyzing requirements before choosing a new solution. The cost of implementation projects can be significant, but investing in proper preparation and tools upfront can save time and money in the long run. It is important to take a holistic view and consider the broader picture, including GRC and access governance solutions. Finding the right solution requires support from experts who understand the market and the organization's specific requirements.
When it comes to qualities like sacrifice, strength, and empathy, few groups exemplify them better than military veterans. These individuals, having faced the challenges of military life, possess a special set of traits that align remarkably well with the demands of ministry. Moving from a life of duty in the armed forces to one focused on spiritual service might not seem like an obvious transition, but as we look closer, the connections become clear. Veterans, shaped by their dedication to a greater purpose and their encounters with human struggles, have qualities that make them a perfect fit for ministry roles. Our guest in this episode designed and executed a statewide outreach office for the Ohio National Guard to educate and engage civilians in support of troops and their families. Through the coalition of military and civilian faith community leaders she built, they taught civilians how to develop Military Ministries. Lt. Col. Kathy Gallowitz is the co-founder of Ohio's non-profit Veteran Interfaith Bridge and the consultant who helped initiate the Arizona Coalition for Military Families Be Connected Faith Network. Through her business Vanguard Veteran, she equips civilians to start Military Ministries and become Veteran Champions. RESOURCES MENTIONED ON THIS PODCAST: Vanguard Veteran's Mission: Military Ministries Matter Coaching Call: Military Ministry Builder: Trusted Veteran-hiring Advisor Consulting: Complimentary Veteran-Ready assessment: Invite Vanguard Veteran to Speak: “Beyond ‘Thank you For Your Service:' the Veteran Champion handbook for civilians” on Amazon CHRISTIAN BIZ OWNERS ON FIRE RESOURCES: Free Report, Five Steps to Create a Sustainable Business Balancing Profit, Values, and Quality of Life: Step-by-step Video Training for Faith-based and Spiritual Business Owners.: If you think Christina might be the right resource for you, but if you have a few questions, direct message her on LinkedIn or via the contact page on her website with the phrase, ‘READY TO THRIVE”, and we can start a conversation. LinkedIn: Christina M. Weber, M.S. Christian Biz Owners on Fire Ready to rock your vision and get your transformation started right now, schedule your Manifesting Your Vision Session with Christina. Check out Christina's Book, “The Catholic Women's Guide to Healthy Relationships: 12 Supernatural Keys to Make Good Relationships Great and Improve Difficult Ones,” Subscribe to the Christian Biz Owners on Fire podcast on your favorite platform: — iTunes (Apple) -- Audible — Listen Notes -- Spotify __ Podbay __ Radio Public __ Tune In __ Amazon Music __ American Podcasts Christian Biz Owners on Fire Podcast YouTube Channel Stay in touch with me! Website & Blog: Facebook Personal Christina Weber Facebook Group Christian Biz Owners On Fire Facebook Business Page #1 Christian Biz Owners On Fire Facebook Business Page #2 Christina Marie Weber LinkedIn Instagram Christianbizownersonfire X Christina M Weber Pinterest Christian Biz Owners on Fire YouTube Christian Biz Owners On Fire YouTube Channel Christian Biz Owners on Fire Podcast YouTube Channel #christianbizownersonfire #ChristinaMarieWeber
Send us a Text Message.In this enlightening episode, Joey Pinz sits down with Laurie Sorensen to explore her unique experiences and insights gained from living in China and working in the IT channel with ConnectWise. Laurie shares her deep appreciation for Chinese culture, emphasizing the importance of separating people from their government. She also discusses the critical role of foresight in business transitions, urging MSPs to start planning their future well in advance. The conversation delves into building stronger partnerships between vendors and MSPs, highlighting the significance of understanding and mutual support.Top 3 Highlights:Laurie's heartfelt reflections on the beauty of Chinese culture and its people
Young adults often stumble into the post high school season of their lives, and let's be honest–parents are often stumbling into this season too! My guest Kim Ahlgrim is here to share some of the specific challenges she sees young adults face as the Director of The Cove, the Academic Enrichment Center at Cedarville University, and how we as parents can help set them up for success. If you have a young adult heading off to college or moving into the next season, this podcast is for you! Show Notes: http://heidistjohn.com/blog/podcasts/successful-transition-post-high-school-kim-ahlgrim Thank you to Cedarville University for sponsoring our show today. Accept the challenge of living boldly and learning purposely! Cedarville.edu
In this episode, we chat with university instructor, startup executive, and author Mark Herschberg about the importance of career planning, effective networking strategies, and enhancing corporate culture. Discover practical insights on how to align educational experiences with real-world career demands. Mark's expertise in launching new ventures and bridging the gap between academia and professional skills makes this a must-listen for students, educators, and business leaders. Links: Mark's Website: The Career Toolkit Book LinkedIn: Mark Herschberg
This episode spotlights a fascinating succession story, featuring Andreea Crisan, who's become a leader in the transportation industry, a space where women tend to be under-represented to say the least.From the age of 11, Andreea worked in some capacity or another alongside her father, navigating the challenges of immigration and unemployment to ultimately see him establish Andy Transport. After her business studies, Andreea chose to eventually take over the role of CEO from her father, expanding the company's operations and diversifying its business units. Today, Andy Transport has one of North America's Top 250 largest fleets and earned recognition as one of Canada's fastest-growing companies.As President and CEO, Andreea carries forward a legacy of excellence and empowerment, guided by the wisdom imparted by her father. Through her example, she inspires others to embrace curiosity, embrace uncertainty, and pursue their passions with courage and conviction. There are so many amazing businesses in need of a good succession in Canada, and we hope this conversation inspires you to consider this model as an option, whether you're a new entrepreneur looking for a fresh project, or an established one, looking for a successor. This season of our podcast is brought to you by TD Canada Women in Enterprise. TD is proud to support women entrepreneurs and help them achieve success and growth through its program of educational workshops, financing and mentorship opportunities! Please find out how you can benefit from their support! Visit: TBIF: thebrandisfemale.com // TD Women in Enterprise: td.com/ca/en/business-banking/small-business/women-in-business // Follow us on Instagram: instagram.com/thebrandisfemale
In today's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares a compelling discussion centered around the unique challenges faced by business owners when it comes to exit planning. Darryl and guest Jon FitzSimon, the 401(k) Coordinator at PAX, delve into the intricacies of retirement planning for business owners and the critical role of 401(k) plans in diversifying assets beyond the business. Listeners will gain valuable insights into PAX's Business Pivot Planning service—a five-step process designed to assist business owners in preparing for successful business exits or transitions. The episode explores strategic planning, readiness assessment, business valuation, contingency planning, and life-after-business considerations. Today's show highlights include: *Understanding the significance of 401(k) plans for both employees and business owners. *Insights into the challenges and rewards of entrepreneurship shared by Jon FitzSimon, drawing from personal experiences. *Detailed explanation of PAX's Business Pivot Planning service and its role in facilitating smooth business transitions. *Anecdotes and stories that underscore the importance of holistic retirement planning beyond financial aspects. If you enjoyed today's episode, be sure to comment and share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.
In the latest Escape the Rat Race episode, I had a fantastic conversation with career and creative coach Tineke Tammes! Join us as we reveal our top tips for breaking free from the corporate grind and pursuing a career that truly lights you up. From navigating uncertainty to leveraging your unique strengths, we share practical insights to help you break free from the corporate grind and pursue your passions. Whether you're seeking a minor shift or a complete overhaul, our strategies empower you to craft a fulfilling career path on your own terms. Tineke Tames can be contacted atLinkedIn: Tineke Tammes | LinkedInEmail: Info@tineketammescoaching.comWebsite: http://www.tineketammescoaching.com/To contact Lisa:LinkedIn Lisa Staker | LinkedInEmail lisa@therebelliouscoach.co.ukBook your free call HERE
Evon is joined by Dr. Tessa Sokol, owner of Sokol Advanced EyeCare in Madison, Wisconsin. Tessa shares her experience transitioning from a long-standing, successful corporate sublease to her own independent, private optometry practice. We dive into the benefits and drawbacks of the corporate sublease (from her experience), what to look for when evaluating a sublease opportunity, why she made the shift to private practice, all the steps of the transition, what lessons she'd teach herself if she could go back, and what technology and innovation she's most excited about looking to the future. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Sokol Advanced EyeCareLinkedIn - Tessa SokolFacebook - Sokol EyeCareiCareAdvisorsSchedule a Free Consultation - Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
Dr. Lisa Herbert shares how she navigated the challenging waters from clinical medicine to a leadership role. She realized the profound impact this transition had on her personal and professional life. In this blog post, she shares with you the insights and lessons learned along the way, and how you too can make this transformative journey. One of the most important aspects of transitioning to a leadership role is self-discovery and self-reflection. It's a major life transition that can shake the very foundations of your identity, lifestyle, and well-being. Self-Discovery and Reflection (00:00:01) Importance of self-reflection and personal growth in transitioning from clinical medicine to leadership. Reasons for Transition (00:01:23) Various reasons why women physicians seek to transition to leadership roles, including making a broader impact and seeking more structure and flexibility. Challenges of Transition (00:02:34) The difficulties and challenges faced during the transition from clinical medicine to a leadership role, and the need for guidance and support. Pillars of Successful Transition (00:03:54) Introduction to the pillars of a successful transition, focusing on the importance of self-reflection and personal development. Aligning Career with Values (00:05:17) The significance of aligning career choices with personal values and the impact on fulfillment, authenticity, and decision-making. Clarifying Values and Vision (00:06:48) Exercises to clarify personal values and vision, including reflective questions, creating a vision board, and writing a letter to the future self. Assessing Skills and Gaps (00:13:28) Reflecting on skills and identifying gaps, utilizing tools like personality tests and assessments to gain insight and grow as a leader. If you are thinking about transitioning from clinical medicine into a leadership role or are unclear about the path forward, I invite you to take our leadership assessment. This scorecard will provide a snapshot of your readiness along the leadership journey. Grab your scorecard here.
What if wealth was more than just financial capital? How do different forms of capital influence wealth transfer and personal growth within family businesses?In this episode, Brian engages with Ambreen Bhaloo, a seasoned family enterprise advisor and coach, in a profound discussion on redefining wealth beyond financial measures. Ambreen brings her unique perspective on wealth, emphasizing the significance of human, emotional, social, and spiritual capital. They delve into the nuances of nurturing next-generation leaders, the complexities of wealth transfer, and the transformative power of self-awareness and mindset in personal and professional growth. [00:01 - 06:02] Wealth RedefinedWealth encompasses more than financial capital; it includes human, emotional, social, and spiritual aspectsThe importance of recognizing and leveraging all forms of capital in wealth transferStories as powerful tools for understanding and conveying the holistic nature of wealth[06:03 - 12:37] Personal Growth and MindsetThe critical role of self-awareness in navigating personal and financial growthHow mindset shifts can dramatically change one's relationship with money and successThe benefits of coaching and mentorship in personal development[12:37 - 18:10] The Power of Vulnerability and CoachingOvercoming the stigma associated with seeking help and the importance of coachingEgo and fear as barriers to growth, and the value of vulnerabilityThe coach's role in facilitating self-discovery and empowerment[18:10 - 24:46] Next-Gen Education and Wealth TransferPreparing the next generation for stewardship of wealth through education and self-knowledgeThe dynamics of family business and intergenerational wealth transferEmpowering women and the younger generation in financial and business matters[24:46 - 30:16] Creating a Legacy of Empowered WealthThe significance of aligning investments with personal valuesThe importance of open communication and creating a safe space for dialogue within familiesEncouraging curiosity and non-judgment in family discussions about wealth and valuesKey Quotes:"Fear is often excitement without breath." - Ambreen Bhaloo“If you have fear, get rid of that fear. Empower yourself. Look at what's underneath the fear and then build the strength.” - Ambreen BhalooConnect with Ambreen!Website: https://www.ambreenbhaloo.com/ LinkedIn: https://ca.linkedin.com/in/ambreenbhaloo This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.
Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he's built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investment Strategy Liz Young sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game. Notable mentions in episode: (00:00) Intro (02:58) Transitioning from football into business (07:38) Succeeding by harnessing vulnerability (10:47) Steve's advice for new investors? Be a forever student (14:29) Private Equity vs. Public Market Investing (17:02) Investment evaluation starts with the people in charge (21:39) Don't just chase the success story (23:00) How do you know when an investment has failed? (25:52) The fine art of portfolio construction (29:16) Where do alternatives fit into the equation? (31:24) The Hot Minute (33:40) Liz's Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: A Guide to Alternative Investing What Are Alternative Investments? Private Equity: Examples, Ways to Invest
The most talked about news in Tamil Nadu this week revolves around the prospects of the recently established political entity, 'Tamizhaka Vetri Kazhagam,' spearheaded by actor Vijay. - தற்போது தமிழகத்தில் பரபரப்பாகப் பேசப்பட்டு வரும் செய்திகளில் ஒன்றான, நடிகர் விஜய் தொடங்கியுள்ள ‘தமிழக வெற்றி கழகம்' என்ற புதிய கட்சியின் எதிர்காலம் என்ன, நடிகர்களும் பிரபலங்களும் அரசியலில் ஈடுபடுவதன் நோக்கம் என்ன என்ற செய்திகளின் பின்னணியை, சூழலியல் ஆர்வலர், தமிழக எழுத்தாளர், மற்றும் தமிழ்த் திரைப்பட வரலாற்றாளர் தியடோர் பாஸ்கரன் அவர்களுடன் அலசுகிறார் குலசேகரம் சஞ்சயன்.
#172 - Natasha Stanley is a career coach who has helped thousands of people shift into work that they love. She explains the biggest mistakes people make when changing their careers, how you can avoid making those mistakes and how to find a career that you loveWhat you'll learn[1:47] How Natasha knew it was time to make a drastic career change. [5:40] How to know if it's your job or your career that is causing you to feel unsatisfied. [7:26] The value of job-hopping within a career before making a career change. [9:45] When you should take a leap of faith and do something completely different. [12:30] What it looks like to dismantle the structures in your life and how to portray yourself differently. [15:55] Common mistakes people make when changing careers. [18:35] When to stop planning and start taking action. [20:50] How to learn more about yourself and what you enjoy in life. [24:42] The sunk cost fallacy that stops people from leaving careers they don't enjoy. [27:24] How others can help you with a career change. [30:44] Who to ask for career change advice. [33:06] How to know the types of jobs you're able to do.[33:30] Why your CV can be a list of things that you don't want to do.[37:00] The mindset you should have when making a career change. [38:46] The problem of focusing on your passion when looking for a new career. [41:27] How networking can influence your career.Resources mentioned in this episodePlease note that some of these are affiliate links and we may get a commission in the event that you make a purchase. This helps us to cover our expenses and is at no additional cost to you.“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing”, Theodore RooseveltFriend of a Friend, David BurkusPuttylikeStanford Life Design LabChange Work Life CoachingFor the show notes for this episode, including a full transcript and links to all the resources mentioned, visit:https://changeworklife.com/avoiding-career-change-mistakes-insights-and-strategies-for-a-successful-transition/Re-assessing your career? Know you need a change but don't really know where to start? Check out these two exercises to start the journey of working out what career is right for you!Take me to the exercises!Follow us on Facebook, Instagram, and Twitter.
The transformation of healthcare is a seemingly insurmountable challenge, yet overcoming any obstacle in the journey begins with the belief that it is possible to win! It's not about the magnitude of the task; it is about the collective will to prioritize the wellbeing of every person we serve in our population. Perhaps when approached with the audacity to imagine a healthier and more equitable future for all, we'll actually get there. And that is just what the Physicians of Southwest Washington (PSW) is realizing as they navigate a successful transition from volume to value. Our guest on the Race to Value this week is Melanie Matthews, the dynamic, creative, and innovative CEO of PSW. She leads a population health company that has been around for three decades. Melanie is not only leading their ACO and managing their progression in the adoption of full-risk Medicare Advantage delegation; she has become a nationally recognized voice for value-based health policy. In listening to this interview, you will hear from a leader that has a real personal capacity for leadership and a clear focus on excellence. If you want to hear from someone that is at the absolute forefront of risk-based contracting and innovation, who understands the issues at a granular level, this episode with Melanie is a must-listen! Episode Bookmarks: 01:30 Introduction to Melanie Matthews and the Physicians of Southwest Washington (PSW) 04:30 PSW has evolved over the last three decades from an IPA to a diverse business that includes a national leading ACO and risk-bearing entity for MA. 06:00 "PSW is a story of independent physicians who, in a time of market consolidation, want to remain independent and focus on the patient relationship." 06:45 Achieving success in delegated risk and taking accountability for both quality and total cost of care. 07:00 The impact of MACRA on the long-term value-based care strategy of PSW. 08:30 Building an infrastructure and developing capabilities to move a value-based agenda. 09:00 Developing a business model for agility in responding to new rules ("a kayak in a sea of cruise ships") and engaging all types of physicians in the landscape. 09:30 "The value-based movement is important as the fee-for-service chassis is not realistic, has poor quality and outcomes, and rising costs." 10:00 Taking risk with physician partners and providing them with MSO services, leveraging a technical infrastructure and population health platform. 10:45 The glacial pace of scaling payment model transformation at CMS and CMMI's bold goal for 2030. 12:00 The increasing shift to home-based care delivery and the use of generative AI in reshaping care delivery. 13:00 How the flawed economic design of the fee-for-service system creates industry inertia. 14:00 Diverting to the known (i.e. fee-for-service care delivery) in times of stress is an unsustainable path forward. 15:00 Convincing the Board room on the tenets of VBC when it hasn't historically delivered on its promises. 16:00 Trends in consumer cost-shifting and the challenges of private insurers cross-subsidizing provider losses from public payers. 16:30 Unsustainable economics in employer-based healthcare and the looming insolvency of Medicare. 17:00 What does the CMMI 2030 Goal mean for future of the value movement? 18:30 An overview of the extensive services offered by PSW that empowers success in VBC. 19:30 The explosive growth of strategic transactions of physician groups and how mass consolidation is impacting the landscape. 21:00 Aligned incentives and access to a population health platform as keys to VBC success. 22:00 PE investment impacts on competition in an independent physician ecosystem. 23:00 Generational differences in the approach to the business of practicing medicine. 23:30 "Organizations that are convened with independent physicians are able to show better costs of care." (vs. employed or vertically integrated systems)
Lots of folks attempt a transition from a Big 4 firm to MBB - for many reasons. Better pay, higher prestige, more lucrative exit ops, and more.The transition is not easy - just because you have Big 4 on your resume doesn't guarantee MBB will consider you. However, we have helped hundreds make the transition and you can too if you're ready to follow an expert strategy and work your booty off.Today, Jenny Rae shares 4 keys to a successful transition from Big 4 to MBB.Relevant LinksThe MC Community launches Feb. 1st - join Black Belt for 1 year of free access!Make the transition from Big 4 to MBB through expert coaching with our team of ~25 MBB coaches - learn moreSee Big 4 and MBB consultant salariesConnect With Management Consulted Follow Management Consulted on LinkedIn, Instagram, and TikTok for the latest updates and industry insights. Schedule a free 15min consultation with a member of the Management Consulted team. Join the next Extreme Consulting Makeover - every Tuesday at 12pm ET! Email our team (team@managementconsulted.com) with any questions or feedback.
SponsorThis episode is brought to you by Worldpost.ioGet your mail delivered to your home country and receive it anywhere in the word-----------------------------------------Embracing the Expat Life in Portugal with Dallas: Unveiling the Three Pillars of SuccessWelcome to another insightful episode of 'Let's Move to Portugal,' where this week, we sit down with Dallas, a seasoned expat who has beautifully navigated his journey of living in Portugal. Dallas shares his invaluable experiences and strategies, offering a roadmap for a successful transition to the vibrant expat community in this culturally rich country.Dallas' Journey to PortugalDallas, having moved to Portugal several years ago, brings a wealth of knowledge and firsthand experience in adapting to Portuguese culture. His journey is not just about relocation; it's a tale of embracing a new lifestyle and integrating into the local community while maintaining one's unique identity.The Three Pillars of Expat EssentialsIn this episode, Dallas introduces us to his doctrine: the three pillars essential for a successful expat life in Portugal. These pillars form the foundation of a smooth transition and cultural adaptation, vital for anyone considering moving to Portugal. Dallas's approach combines practical advice with a deep understanding of the emotional and cultural nuances involved in becoming part of a new country.Strategies for a Seamless TransitionFor those planning a Portugal relocation, Dallas's expat strategies are gold. He covers everything from understanding the legalities of moving to immersing oneself in the local way of life. His tips are not just about survival; they're about thriving in a new environment.A Guide to Embracing Portuguese CultureOne of the highlights of Dallas's advice is his emphasis on embracing Portuguese culture. He delves into the importance of cultural sensitivity and adaptability, ensuring that expats not only move to Portugal but also become an integral part of its community.Advice for Future ExpatsThroughout the episode, Dallas offers practical expatriate advice for those considering a new life in Portugal. He touches on the challenges and rewards, providing listeners with a realistic yet optimistic outlook on what to expect.Conclusion: The Expat Experience in PortugalJoin us in this episode as Dallas guides us through the nuances of the expat experience in Portugal. Whether you're contemplating a move or are already in the midst of your expat journey, Dallas's insights are a valuable guide to making the most of your adventure in Portugal.Remember to check out our YouTube channel for more stories and tips about life as an expat, and stay tuned to our podcast for more episodes that explore diverse expatriate experiences. AdsJohn McNertney of Green Ocean Global AdvisorsContact John now!john@greenoceanglobal.net415-347-8057greenoceanglobal.netHear John on Episode 13Worldpost.io Get your mail delivered to your home country and receive it anywhere in the wordLusitano Dreams Creative housing solutions for Expats! ExpatsEverywhere CoursesD7Remote Workers Visa (D8)Living in Portugal Guide | Help With Setup & Things to Know ★ Support this podcast on Patreon ★
Dale Troy is a College Success Coach and Certified Health Coach, who helps students transition successfully from high school to college. Dale's experience in helping college students started with her own three daughters. All three of her daughters graduated from Yale College, and she is a graduate of Yale College and Yale Law School. Dale's College Success Formula program provides students with strategies that reduce their daily stress and enable them to thrive. Are you and your teen spending a lot of time talking about college admissions? Most families view high school as the gateway to college, and spend time, effort and resources to help their teens get into a good college. As a parent, you want your teen to have a great experience, and graduate in 4 years with a job that will support them. Unfortunately, many students find themselves stressed, overwhelmed, and lacking confidence in their first semester of college. As a College Success Coach, Dale Troy has identified the key habits and skills all students need to thrive in college. You can help your teen with the transition to college by learning what they need to know before they arrive on their campus. Key Takeaways It takes more than academic ability to succeed in college. There are 4 pillars of habits and skills that lead to college success (academic skills, social connections, physical health, emotional well-being). Time management is the key to college success because it's necessary to balance academics, social life, and self-care. Every student needs a planner, and a physical planner is best as they write down what they need to do it becomes more seated in their brain. It's normal for your teen to feel stressed, however it's important to know when they are overly stressed. When they feel stressed it's important to talk with them about self-care: sleep, nutrition, exercise…are they getting enough. Do they have a way to release stress such as meditation, deep breathing, walking in nature, music, creating. Students want to feel included, make friends, and not feel lonely. It's important for them to join a club, get involved in dorm activities, and talk with their parents about the choices they are making in choosing friends and activities, so they don't get misled. How often to reach out to your teen in their first year of college can differ depending on your family communication. Creating a plan of communication, how often to connect, will set an expectation to stay in touch. A once-a-week face-to-face call (facetime, zoom, etc.) will help you see how they're doing. Most freshman will be homesick, and this is normal. It can mean that they don't feel at home yet in their new environment. As they get more involved in activities and create healthy friendships, they will settle more into feeling at home at school. Rescuing your teen is not the answer, supporting your teen is. Let them figure out the answer to the problem. This is their time to work through challenges, build resilience, and strengthen self-confidence to go out in the world after college. Help your student know where they can go and who they can talk with to solve the challenges they need help with. A resource for college-bound students: “The Greatest College Health Guide You Never Knew You Needed: How to Manage Food Booze, Stress, Sex, Sleep and Exercise on Campus” by Jill and Dave Henry. Sponsored by VarsityLeadership.com Resources WEBSITE: https://www.crushcollegestress.com EMAIL: daletroy@crushcollegestress.com INSTAGRAM: @crushcollegestress FACEBOOK GROUP: College Parent Support Community A resources for parents: Parent Guide to College: Six Keys to Ensure Your Child Graduates on Time A resources for college-bound students: The Greatest College Health Guide You Never Knew You Needed: How to Manage Food Booze, Stress, Sex , Sleep and Exercise on Campus by Jill and Dave Henry.
Fox Pest Control Co-Founders Mike Romney and Bryant White join the podcast to discuss the keys to scaling their company from $0 to $120 million before selling to Rollins earlier this year. They also cover their exit-planning advice for other owners. Guests: Mike Romney & Bryant White, Co-Founders, Fox Pest Control Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
American Institute of CPAs - Personal Financial Planning (PFP)
We often hear about the soft side of planning. As Lisa Featherngill, CPA/PFS, shares in this episode of the PFP Section podcast, this is really the hard side of planning. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Lisa to get her thoughts on how to have important conversations that lead to whether the quantitative side of planning will be successful or not. The stakes are high and it's important to guide clients to communicate in a way that gets underneath the numbers to the meaning of the wealth. Lisa and Bob discuss: What is the qualitative side of planning? What is the number one reason why families lose control of assets and family unity by the third generation? What can we do to encourage clients to have these conversations? Are there tools that can be used to make it more comfortable for advisors and clients? What gets in the way of having these important discussions and how can we overcome this? What does all of this have to do with AI? For more resources related to this episode: Join the January 2024 PFP Summit where we dive deeper into the soft (aka hard) side of planning for ourselves, our clients, and our businesses. The books mentioned by Lisa are Preparing Heirs: Five Steps to a Successful Transition by Roy Williams and Vic Preisser, Strangers in Paradise by James Grubman, and Bridging Generations by Roy Williams and Amy Castoro. Find Bob's decisions charts in our Proactive Planning Toolkit. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
There's more to generational wealth than just passing on money to your children. How you pass on your wealth can involve so much more and impact your children's success and well-being. In this episode, I will be addressing what you need to know about family wealth transitions and how to ensure wealth transfer success. You can access the full show notes and more by visiting: https://www.forgewealth.com/
On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners - Jim interviews special guest Matt Cook about his journey from starting at a captive firm to transitioning to LPL as an independent advisor. Visit our website at: www.thefinancialadvisorsedge.com Join us at the: eliteadvisorlab.com Winthrop & Co. | Financial Advisor Recruiters (winthropco.com)
This week, John speaks with Steve Duke. Steve is a CGES, a CMAP, and more. Steve lives in North Carolina and started his career out as an engineer. He then moved into management, sold a marketing firm, and is now a part of Duke Business Advisors, joining the exit planning space.Want to learn more? Go to: https://exitmap.com/meet-the-team/Connect with John: https://www.linkedin.com/in/johnfdini/============================================“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.”John F. Dini, CEXP, CEPA ============================================
Starting a recruitment agency is hard. Being a great recruiter is no guarantee you'll be a successful business owner. There are thousands of competent, hard working recruiters who struggle when they go out on their own. That's why my next guest, Mike Williams, is so remarkable. In his first 12 months, he billed $900,000. He's now up to $1,200,000 since he started the business 15 months ago. Mike is the founder and President of Carnegie Partners, based in Charlotte, North Carolina. He's a manufacturing and engineering recruitment specialist. I'm honored to count Mike among our clients here at Recruitment Coach. You'll enjoy hearing Mike's journey because he reveals some of the secrets to his success while being honest about the moments of self-doubt that we can all relate to. One of the things Mike has mastered is creating original content on LinkedIn as a key part of his business development strategy. In this interview, Mike shares how to generate content ideas and posts consistently on LinkedIn. Plus we discuss the importance of posting videos to engage with your target audience. Mike has an impressive track record as a top producer. In his first 5 years in agency recruitment, he won "Perm Rookie of the Year" plus President's Club 5 years in a row. He then founded Carnegie Search in February 2022. Episode Outline and Highlights [01:15] How Mike got into recruiting and started his own business. [06:30] Why recruitment leaders must create a defined career path for their team members. [08:35] Mike's thoughts on how to retain your top recruiters. [11:37] From top recruiter to successful recruitment entrepreneur: two key success factors in hitting the ground running. [16:06] Building relationships by meeting clients in person and visiting manufacturing companies. [25:22] How digital marketing, social media, and LinkedIn played a critical role in Mike's success. [28:33] Mike shares his LinkedIn strategy - how it helped him win business and the barriers he had to overcome. [35:35] How to overcome fear when posting content online. [41:24] How to generate ideas and create content consistently. [49:05] Why you should consider posting videos on Linkedin. [51:18] Mike revealed the roadblocks he encountered and his big learnings to date. Hitting the Ground Running - Making a Successful Transition from a Recruiter to a Recruitment Business Owner How was Mike able to hit the ground running so fast in his transition from a top recruiter to a recruitment business owner? “I think the biggest thing was a little more strategic, which was the niche that we defined … and the geographical area where I decided to do it.” Mike's approach was very analytical, studying the industry trends and looking at the cities with the highest growth. This research even influenced where they decided to live. He explained, “I knew that I liked working locally and meeting the companies and the candidates in person because I felt like it gave just a leg up on the rapport and relationship building.” I think this was a smart move. When I was a recruiter running a desk, we always insisted on visiting our clients in person. Aside from building rapport, as Mike also mentioned, meeting up with clients is a “good litmus test of how serious they are about working with you.” Posting on LinkedIn to Build Your Brand and Develop New Business Mike is good at cold calling and routinely makes cold calls to both clients and candidates. However, he also leverages LinkedIn as a key component of his business development strategy. Mike is a firm believer that you can win clients through LinkedIn. You will hear an amazing story about how Mike received an inbound enquiry from a VP of HR at a billion-dollar company because of a story he posted on LinkedIn. That senior executive became a client and gave Mike a lot of repeat business, which might never have happened without that LinkedIn post. Mike also shared how consistent posting helps build a “continued relationship” with potential leads that you may have a cold called before. Here are things that you will find insightful in this section of the episode: Why consistent posting can win your clients in the long run. Overcoming fear and imposter syndrome when posting LinkedIn content. How to generate ideas for your LinkedIn content. Why You Need to Post Videos on LinkedIn What I also admire about Mike's LinkedIn strategy is how he is not shying away from posting videos. What is his thought process in creating video content? He shared two things: There are “certain topics that don't lend themselves all that well to just text form” and can be best shared with a video. Building digital rapport. Mike puts it this way, “Well, I want to get people to get to know me. So if you want to get people to get to know you, do you think that they're gonna get to know you and feel like they know you better from something that you write or from seeing you talk and looking at you visually? Obviously, visually is better.” When was the last time that you created and posted a video on LinkedIn? If you want differentiation, increased engagement, and to demonstrate expertise, posting a video is something you can start. In our coaching group, sharing ideas and best practices for posting video content is a recurring discussion topic. Our Sponsors This podcast is proudly sponsored by i-intro and Recruitment Entrepreneur. i-intro® is an end-to-end retained recruitment platform. Their technology and methodology allow recruiters to differentiate themselves from the competition, win more retained business, bigger fees, and increase their billings. Their software combined with world-class training enables you to transition from transactional, contingency recruiter to consultative, retained recruiter. Instead of being perceived as a “me too” vendor, you'll be positioned as a “me only” solutions provider. Be sure to mention Mark Whitby or The Resilient Recruiter. Book your free, no-obligation consultation here: https://recruitmentcoach.com/retained Recruitment Entrepreneur is the world's leading Private Equity firm specializing in the international recruitment industry. If you've dreamed of starting, scaling, and selling your recruitment business, this is your chance. James Caan and his team at Recruitment Entrepreneur are actively seeking ambitious recruiters in who they can invest. They provide everything you need to grow a successful recruitment business including funding, financial expertise, coaching and mentoring, operational strategy, back-office support, marketing, and talent attraction solutions. Be sure to mention Mark Whitby or The Resilient Recruiter. Start a conversation here: https://recruitmentcoach.com/vc Mike Williams Bio and Contact Info A former top biller for a publicly traded recruitment firm, Mike successfully built a direct hire practice from scratch, earning Rookie of the Year and Presidents Club honors. He was a perennial top 5 producer nationwide, competing in a group of hundreds of recruiters each year. An avid networker, passionate career counselor, religious Wall Street Journal reader, and overall headhunting evangelist, Mike has spent years building the skillsets to successfully attract top talent. Mike founded Carnegie Partners with the vision of a search firm that would have the following differentiators. A Democratized Structure – An employee-owned company where everyone is eligible for equity partnership. A Culture of Success: Core Values of Continuous Self Improvement and a Determination to Succeed. World Class Service: A client-centric approach that aims to fully understand our clients and bring their stories to our candidates. Mike on LinkedIn Carnegie Partners website link People and Resources Mentioned 25 Best Performing LinkedIn Posts Rich Rosen on LinkedIn Connect with Mark Whitby Get your FREE 30-minute strategy call Mark on LinkedIn Mark on Twitter: @MarkWhitby Mark on Facebook Mark on Instagram: @RecruitmentCoach Related Podcast You Might Enjoy TRR#67 Think Like a Big Biller: How to Get Repeat Business and Referrals, with Rich Rosen Subscribe to The Resilient Recruiter
Brad Hill has 20 years of federal service as a leader (program management) in the Department of Agriculture and Forest Service and as an analyst and liaison in the Department of Defense (Intelligence Community). He is now the US Health and Human Services Executive Officer, Administration of Children and Families, Region 10 (WA, ID, OR, AK). But, before that, Brad found himself burnout and needing to change. In this episode, we talk about his job transition experience, including: · How he knew he had to make a change for his mental and physical well-being, the signs of burnout he had to acknowledge.· It is OK, in fact, a good idea, to seek and get the help you need to deal with your concerns and self-doubt.· Getting back into a routine during your job search is very important.· One of Brad's learnings about himself is that he has some avoidance issues and can be easily distracted; he had to acknowledge this as it directly impacted his search process.· As part of rebuilding his life, he became a certified Project Manager, read a lot, and got his health back on course; this was key for him to be at his best for his next significant job role.· Two critical lessons for Brad that he learned during his search included that you must believe in yourself and remain persistent in your search. Anyone going through emotional/mental challenges can relate to Brad's experience. Brad was open and candid about his job-hunting experience, and if you are interested in a government or private role, Brad had great advice for the job seeker.
In episode 7 of our transition planning series, we continue our dive into action steps to help make a farm transition successful. This episode continues part 3 of the "Cultivating Your Farm's Future" workbook titled, "How do you get there?" We cover pages 47-49 of the workbook, discussing issue development, how to identify strategic vs. operational issues, and developing an action plan to face issues as they arise. UW- Madison Divison of Extension Workbook Link: https://farms.extension.wisc.edu/files/2022/08/Cultivating-Your-Farms-Future-%E2%80%93-A-workbook-for-Farm-Succession-Planning-in-Wisconsin_online_FINAL-1.pdf
In episode 6 of our transition planning series, we dive into action steps to help make a farm transition successful. This episode leads into part 3 of the "Cultivating Your Farm's Future" workbook titled, "How do you get there?" We cover pages 44-46 of the workbook, discussing meeting agendas, operational meetings, and strategic planning meetings. https://farms.extension.wisc.edu/files/2022/08/Cultivating-Your-Farms-Future-%E2%80%93-A-workbook-for-Farm-Succession-Planning-in-Wisconsin_online_FINAL-1.pdf
Wise Divine Women - Libido - Menopause - Hormones- Oh My! The Unfiltered Truth for Christian Women
Today I spoke about a few products to support foundational health Fulvic Acid, Electrolytes, Bowel Support, and Frequency creation with AO Scan Technology by Solex. The first couple of products I spoke about in this episode were from Canadian Company Innotech - Detox 101 and Fasting Days Electrolytes Keeping your bowels regular is important for women as it removes excessive estrogen and toxins from the body. The data on amounts for women vary from 20 - 40 grams daily. I think that is a big window. We will discuss the importance of fiber another day. I personally have been using Healthy Colon Plus from another great Canadian company. I am a Breast Health Educator, Medical Thermographer, and now a Quantum Living Advocate using AO Scan Technology! I come alongside women on their health journey, to give them hope, helping them to become all that God has called them to be! I encourage the 4 Pillar Lifestyle -Spirit, Mind, Body, and Nutrition. If want to learn more? Please visit my website. www.danairvine.com #holisticnutrition #breasthealth #womenshealth #spirituality #healthyliving #spotify #podcasting #itunes #wisedivinewomen #menopause #christian #jesus #thermography #touchyourtattas #aoscan #solex #frequencies --- Send in a voice message: https://anchor.fm/wisedivinewomen/message
Transition planning is a process to help students with an Individualized Education Program (IEP) decide what they want to do after high school and then helps them figure out how to get there. The purpose is to help teens prepare to be independent young adults.Today on the Sped Prep Academy Podcast, Heather Gehrke from SPED with Heather Gehrke and I chat about the best way to facilitate the transition meetings successfully.Listen in as we discuss:What exactly a transition meeting isWhen should transition meetings be heldStrategies for successfully transitioning a student from one placement to anotherIf the student should have a part in the transition process and if so, howTips for teachers to help alleviate the fears parents have when transitioning their child to a new building?Heather has been teaching for 22 years in both elementary and secondary. She has taught resource room and worked as a behavior interventionist but has spent the majority of her career in self-contained, especially at the middle school level. She is also currently the main trainer for her district around IEPs and the IEP process. She has started her own business to provide educational coaching for other teachers, particularly secondary teachers focusing on functional academics and how to create goals and experiences that prepare students for life outside of school. She is also Master IEP Coach ®️Mentioned in the Episode:Impact Statement BundleResources for Transition:Transition Planning for IEPsConnect with Heather:SPED with Heather WebsiteInstagramFacebookFollow JenniferInstagramTPT
Are you interested in building an agency or multi-VA firm? Today our guest is Kristy Yoder, the founder and CEO of Smart VAs and host of the Master Delegator Podcast. She leads a team of more than 70 VAs and knows a lot about transitioning from a solopreneur virtual assistant to a CEO. Join us as we discuss the strategies and mindset you'll need to have so you can overcome challenges and make a successful transition to CEO! Podcast Outline: [0:00] Introduction to Kristy Yoder and the topic of transforming a solopreneur business into an agency or a multi-VA firm - Kristy describes her journey, how she started and then pivoted to an agency she runs every day. [5:19] How to release control - Kristy describes the strategies and mindset that help her delegate and release control to other VAs in her agency. [8:52] The “ceiling effect” - how you cap your revenues, energy, and capacity when you try to do everything instead of trusting other people. [9:22] The mindset you need to shift from a VA or freelance solopreneur to a CEO of a team - Kristy encourages solopreneurs and describes how she needs to be clear with her title and role as a CEO, changing from an implementer to a visionary, planner, and strategist. [13:17] How to start thinking like a CEO - the importance of envisioning your goals and plans and how you can wear that leadership cap even if you're a solopreneur. [14:51] The challenges that must be overcome when pivoting to a CEO model and mindset - Kristy explains her main challenge that she's still trying to overcome. [16:51] How you can be your own worst enemy in business - Craig describes the challenges you may face and the importance of self-awareness so you can get out of your own way. Tips to Help VAs and Freelancers Make a Successful Transition to CEO [19:05] Slow down, but don't procrastinate - the importance of coming up with a realistic plan for your business and focusing on it. [21:15] How to hire the right people for your agency - Kristy discusses her recruitment process and how her VAs must be in alignment with her core values, possessing the right skills and character. [23:25] The importance of character and hiring people you can trust [24:17] Resources on becoming the leader or CEO in your business - Kristy shares her favorite author and book. [27:11] How to learn more about leveling up your skills at Freelance University Resources and tools discussed in this episode: Freelance University Learn more about Kristy Yoder: Website: KristyYoder.com Smart VAs Master Delegator Podcast Connect with Kristy: On Facebook On Instagram On YouTube On LinkedIn Resources and tools: John C. Maxwell's book, Developing the Leader Within You iTunes
Episode 14 | Sara Kennedy We first met Sara when Colten was first identified with unilateral hearing loss. She helped guide us through many decisions in the beginning when we were weighing options of equipment and set us up with early intervention. Sara later connected us with families of "Deaf Plus" children- is the reference to the child's hearing status combined with additional conditions. We are so grateful to have met Sara and been a part of Colorado Hands and Voices. Sara is a mom of four children, including a daughter who was late-identified following a homebirth. She enjoyed a career as an occupational therapist, but resigned a year after her daughter was identified so that she could help her with language leaning – and while expecting child number 4. She went to one of the first Hands & Voices conferences in Colorado, and raised her hand as a volunteer to edit their four-page newsletter. She had several volunteer and paid positions in El Paso County and statewide, eventually becoming the Director of the Colorado Chapter of Hands & Voices through last Feb 2022. Today, she continues to edit the Hands & Voices Communicator (now an international newspaper) along with many other activities from grantwriting to training and serves as the Co-Chair of the Colorado Infant Hearing Advisory Committee. Sara has a special interest in practical ideas that close the gap for late-identified kids and their families. She was a lead author of the Parent Safety Toolkit for the O.U.R. Children's Safety Project, a co-creator for the Virtual Waiting Room, coauthor for the manual Bridge to Preschool: Navigating a Successful Transition, past editions of the Colorado Resource Guide and Parent Funding Toolkit, has written or presented on navigating the IEP/IFSP system, siblings, Eight Reasons to Say Yes to EI, why families move, the decision process regarding cochlear implants and transition from high school. A favorite presentation last year was Introverts Can Be Great Leaders. She reads, hikes, refinishes furniture, and skis when she can. Contact her at Sara@handsandvoices.org. Kid Power O.U.R. Children's Safety Project Photo by: Melissa Wuertele Photography --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/amber-mustain/support
Research shows that, for many families, the wealth transition process tends to go awry and cause resentment, fighting, and family breakdown. Passing on wealth is not just about getting financial assets to future generations; it's also about passing on what you think is important and avoiding damage to your children's relationships with each other. In this episode, I will provide you with some key tips to assist you in successfully (and peacefully) transitioning wealth to the next generation. You can access the full show notes and more by visiting: https://www.forgewealth.com/
Up to 20% of all athletes experience a crisis transitioning after retiring from competitive sport, meaning they face severe mental, physical, social, or financial difficulties and are often unable to cope. If you consider how many sports and athletes there are competing globally, this is a significant number, and it is vital more is done to help.Fortunately, researchers like Associate Professor Suzie Cosh, of the University of New England (AU), have been trying to get to the bottom of why this problem is so prolific. Suzie joins us in this episode to share her insights after years of study.We discuss the extent of the problem and potential consequences including depression, substance abuse disorders and bankruptcy. We also look at key drivers such as identity loss and a lack of transferable skills. Finally, we talk about solutions, looking for more proactive rather than reactive steps to help athletes lead fulfilling lives after the end of their competitive careers.Please feel free to reach out to the show onWeb: sustainingsport.comInstagram: @sustainingsportLinkedin: /sustaining-sportEmail: benmole@sustainingsport.comFacebook: @sustainingsportAnd now also on Twitter: @SustainSportPodand we have a Patreon!
Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about the alternative concept in planning for retirement. You should have the freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years of experience in the financial services industry.Learn More: https://www.privatepensionbydesign.com/https://waltwilson360.com/*Obtain A Business Owners Financial Assessment Form*This form guides an established business owner in assessing critical aspects in planning for the future, which is often neglectedhttps://www.privatepensionbydesign.com/about-3Private Pension by Design is not recommending tax advice, and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-helping-business-owners-with-the-successful-transition-out-of-their-business
Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about the alternative concept in planning for retirement. You should have the freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years of experience in the financial services industry.Learn More: https://www.privatepensionbydesign.com/https://waltwilson360.com/*Obtain A Business Owners Financial Assessment Form*This form guides an established business owner in assessing critical aspects in planning for the future, which is often neglectedhttps://www.privatepensionbydesign.com/about-3Private Pension by Design is not recommending tax advice, and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-helping-business-owners-with-the-successful-transition-out-of-their-business
The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth
"Believe in yourself, don't worry about what other people say" - Brad FrancBrad is an entrepreneur, best-selling author, attorney, and CPA (inactive) with proven abilities in business, succession and strategic planning. Brad has successfully launched three separate companies, two of which were named eight separate times by INC magazine as the fastest growing companies in the United States. The first company, Legal Network, Ltd., was the first legal interim staffing company in Western Pennsylvania. Legal Network was subsequently acquired by a publicly held company. Thereafter, Brad, along with three others, birthed PCN Network, a national real estate closing company. In May of 2014, Brad successfully sold PCN to a private equity firm. In 2010 Brad, launched his third company, Medallion Analytics Corporation which has received funding from both Innovation Works and two private venture capital funding sources.In 2019, Brad created his fourth company, The Succession Coach, LLC. The Succession Coach is a consulting company that provides succession planning solutions for closely-held companies throughout the country. In that same year Brad published The Succession Solution, The Strategic Guide to Business Transition, an Amazon best seller. His book has been sold in over twelve different countries.Brad is also a shareholder and director with the law firm of Houston Harbaugh, P.C. and has been with the firm for more than thirty years. He was the firm's president and member of its executive committee for over fifteen years. He concentrates his legal practice in the areas of business planning, mergers and acquisitions, commercial transactions, federal and state tax issues, and succession planning. Prior to attending law school, Brad was a Certified Public Accountant at EY & Company.Please enjoy!Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEfrancb@hh-law.comThe Succession SolutionChoose Your Own Roles: Realize Your Purpose Through The Roles You Live - Kindle edition by Franc, Bradley. Self-Help Kindle eBooks @ Amazon.com.The Succession Solution: The Strategic Guide To Business Transition Kindle EditionPreparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values Hardcover – January 1, 2010Amazon.com: The Road Less Stupid: Advice from the Chairman of the Board eBook : Cunningham, Keith J.: Kindle StoreBradley J. Franc - Attorney, Director and Shareholder - Houston Harbaugh | LinkedInThe Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph Kindle EditionFind Your Why: A Practical Guide for Discovering Purpose for You and Your Team Kindle EditionThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy Call
This week I'm excited to share a "Best of the Exclusive Career Coach podcast" episode — I speak with Mark Danaher, founder of Mark Danaher Training and Coaching. Mark and I discuss the seismic shift in people's work because of the pandemic – especially the large number of people who are rethinking their career direction.Mark gives us the signs that you may be ready to make a career shift, as well as strategies to help you make that shift.Mark helps professionals make a career change from work they hate to the work they will love. Mark has been a career counselor and coach for over 25 years, helping professionals connect the dots to reduce stress, regain balance, and thrive in their life and career.Mark is offering a free e-book, “How to Make a Career Change in Seven Simple Steps: Seven Lunchtime Activities to Get You in Action and Moving Forward.” Find it at www.markdanaher.com/Lesa
Jeanie Kang has lived in just about every part of this country you could possibly live in. She worked for some of the biggest corporate brands in marketing, as well. So why Minneapolis and why the shift into real estate? And why will never leave real estate and go back to her old corporate life? Today you will learn how she survived her first year in real estate How long it took her to earn her first dollar And the top tool she uses to grow her business Learn more about Jeanie: Website: https://mspjeanie.com/ Facebook: https://www.facebook.com/jeaniekangMSP Instagram: https://www.instagram.com/jeaniekang75/ Phone: 612-322-2255 Have a guest suggestion? We'd love to hear from you! www.ResultsDrivenFeedback.com
In this solo episode of Success That Lasts, Jared Siegel unpacks structural capital and related topics. He shares insights about wealth succession and how families can ensure their heirs are fully equipped to inherit wealth. “Families with significant wealth or family businesses often operate within a network of trust - partnerships, contracts, and other kinds of legal and business entity relationships,” Jared says. “In this context, structural capital represents the family's cumulative understanding of this network and ability to navigate it efficiently.” It's human nature to value things based on how much they cost us. Therefore, you value wealth you are given differently than if you had suffered, sacrificed, and risked for it. The key to efficiency is making a checklist - one of the most simple and humble techniques, according to author, surgeon, and public health researcher Atul Gawande. Even the Air Force and leading hospitals use checklists to manage their everyday tasks. “The single most important reason for creating a trust in the first place should be to provide a gift that promotes the beneficiary's real freedom,” Jared advises. “A trust that's well designed should deliver an enhancement to the beneficiary that cultivates a greater maturity and equips them to pursue their own aspirations.” Resources Jared Siegel on LinkedIn | Twitter Email: jsiegel@delapwa.com DelapCPA.com The Checklist Manifesto by Atul Gawande Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values by Roy Williams and Vic Preisser
What does it mean to "go to work" if you don't actually leave the house? How can you keep your remote workers engaged and keeping their eye on the long-term career goal? Naresh Vissa talks about these things and more with Kevin Eikenberry and Wayne Turmel. Kevin is the Chief Potential Officer The Kevin Eikenberry Group and Co-founder of the Remote Leadership Institute. Wayne is host of the groundbreaking podcast, The Cranky Middle Manager Show, which was one of the first leadership podcasts to be included in the list of 50 Top Influential HR Blogs by BNET. His clients include the American Red Cross, Schneider Electric, Dell, and several departments of the United States and Canadian governments. For 20 years, Wayne worked as a stand-up comedian touring throughout North America, headlining clubs and concerts. He appeared on the TV show “Evening at the Improv” and opened for bands such as Chicago and Hall and Oates.They are both bestselling co-authors of The Long-Distance Leader: Rules for Remarkable Remote Leadership, From Bud to Boss: Secrets to a Successful Transition to Remarkable Leadership, and the new book The Long-Distance Teammate: Stay Engaged and Connected While Working Anywhere. Website: www.Patreon.com/WorkFromHomeShow www.KevinEikenberry.com www.RemoteLeadershipInstitute.com www.WayneTurmel.com www.WorkFromHomeShow.com
Going through life without a mission can have serious ramifications on your health and wellbeing. That's why this week we're discussing the importance of creating your life and business mission! By the way, our Passion to Profit Masterclass is this upcoming weekend. In this transformational workshop we'll be sharing the 5 shifts that women of color in healthcare must make in order to grow businesses that create impact and income (even if you're still working a full-time job)! If you have a desire to launch and grow your own business for social impact and health justice, you won't want to miss out. Reserve your seat here.In this episode of the Melanin & Medicine podcast, I'm sharing the importance of crafting your mission and ways you can identify your life mission for yourself.What You'll Learn From This Episode:How do we get to our mission and how do we identify that for ourselves?Your mission isn't literally something that comes out of thin air. It's something you've done or have been doing, and you are missing it.So often we sit in our zone of excellence because we are good at something but we don't feel satisfied with that work. We need to make sure we are creating a life that adds value to us.4 Questions you need to ask yourself to determine if you are on the right path toward your life missionBe sure to tune in to all the episodes to receive tons of practical tips on empowering Black women in medicine and academia to find their purpose and achieve their vision.Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to subscribe, rate and review the podcast and tell me your key takeaways!CONNECT WITH DR. OMOLARA UWEMEDIMO MD, MPH:Tap into all of our resources at Melanin & Medicine HERE
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