This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Advisor Perspectives Podcasts
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.
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Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned ...
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A podcast about fascinating professionals, how they got to where they are and where they’re going from the lens HR, Recruitment and People Operations hosted by Martin Hauck.
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This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Join The Team at Foster Group and our expert guests as we explore a variety of subjects that could impact your financial life. We will cover timely economic and financial market news, a wide range of personal financial planning ideas, and investment topics. Ultimately, we want to encourage educated optimism and do our best to provide valuable insights to help you navigate your financial life journey with confidence. Want more Financial Perspectives from the team at Foster Group? www.fostergr ...
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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Welcome to PossibLaw. I’m Sal Carranza, a tech entrepreneur with legal roots, investor, and advisor. I help create a world of builders who help shape what's next through my software companies and educational content. I believe developing an entrepreneurial mindset is the cheat code to success, and the future of knowledge work in the age of AI. Through our guest’s journeys, we will learn how to succeed in any project, company and role and build the skills required to leverage technology in an ...
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Henfruit Radio
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Welcome to The Draya Love Experience. Its a thang. Founder of SolTech™ Author. Intuitive. Executive Energy & Wellness Advisor. De-coding energy and waking up in this human experience. My version of happy and love. The Draya Love Frequency. Visit my website for all my services. #soltech #drayalove #wellness #education #technology #drayalovedotcom
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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We got the beat … The Travel Beat, that is! Join ALG Vacations® for our brand-new podcast, and get the latest word on travel. Hear tips from real travel advisors, learn how to simplify trip planning, and find out for yourself why, when you have a vacation question, you Ask a Travel Advisor. Subscribe now! Plus, follow us on Instagram @TravelBeatALGV!
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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Welcome to the Kalos Center Podcast where we have conversations about faith, culture, and meaningful lives. One of the show's central themes is how Christians in any profession integrate their faith with what they do...how their faith has legs in their work. We'll interview Christians from a variety of fields, scientists, philosophers, investors, artists, politicians, musicians, athletes, and many more. Folks like JP Moreland, most influential Christian Apologist of today, David Baunsen, a t ...
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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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A full-service law firm with a diverse client base, Winckworth Sherwood prides itself on providing market-leading advice across a broad range of sectors and markets. In our podcast series, we team up with lawyers and specialists to discuss themes and topics within UK Law.
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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A multi-stakeholder initiative led by Connex Health Consulting.
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Better People Decisions. Stronger Teams. Scalable Results. The People Playbook is your weekly guide to building high-performing teams and cultures that scale. Hosted by leadership coach and executive advisor Jason Taylor, this podcast features raw, insightful conversations with CEOs, founders, and culture builders who know what it really takes to lead in today’s world. From mindset to execution, every episode unpacks the strategies, missteps, and breakthroughs behind exceptional leadership - ...
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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An extension of Uphill Conversations, this podcast dives in to the world of YPs with theses three goals in mind: elevating the voices of Young Professionals, building a bridge connecting past, present and future generations, and providing inspiration for YPs to lead.
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A Podcast where together we discuss proactive aging in the right place, with a choice, connecting to the professional advice of our special guests, while creating better days throughout the aging process. Sponsored by ComForCare In Home Case of West Linn & Portland-South.
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
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How do you manage your Mental Health and how does it impact you?
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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Statements made by Eventide should ...
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NACADA: The Global Community for Academic AdvisingThe NACADA Presents podcast features series focusing on academic advising and student success on a monthly basis. New episodes will be available at noon central the second Monday of each month.
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Disrupting the Advisor Industry Through Tech Innovation
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14:44Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases. Orion Denali AI (Beta) is an early-access version available to selected users for testing and feedback. Final features and availability may differ at launch.
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Previewing December 4th Insurance Officers Investment Roundtable
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30:55Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key considerations affecting portfolio construction and strategy, including the role of private markets, regulatory and macro environment, and the potent…
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Remote Leadership & the Future of CAS | Arna Erazo on Leaders of the Ledger
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22:43In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma. Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses …
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How Brand Evangelism Drives Growth in Fintech With Diana Cabrices
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35:30Diana Cabrices is the Founder and Fractional Chief Evangelist of Diana Cabrices Consulting, a growth-focused firm that energizes B2B wealthtech and financial services brands by amplifying their stories and building emotional connection with financial advisors. She has a track record of driving significant revenue growth, having helped a martech pla…
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Why Focusing on Business Strategy Empowers The People Function with Rebecca Price, Partner and CPO at Primary Venture Partners
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51:51In this episode, Martin Hauck interviews Rebecca Price from Primary Ventures, exploring her unique career journey from sports psychology to organizational psychology and her transition into the startup ecosystem. They discuss the importance of mentorship, the challenges of remote work, and the rapid pace of technological change in the workplace. Re…
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EWOT: The Most Powerful Exercise You’re Not Doing
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23:57Send us a text Podcast Summary — EWOT: The Most Powerful Exercise You’re Not Doing In this episode, Tombo Baldwin dives into one of the most effective, time-saving, body-transforming tools he and Adryann discovered on their post-cancer wellness journey: EWOT — Exercise With Oxygen Training. Tombo starts by sharing the funny origin of his nickname “…
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Gratitude, Volatility, and a Long-Term Perspective | AWM Insights #229
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8:33In this special holiday episode of AWM Insights, Justin Dyer and Mena Hanna reflect on recent market volatility and the power of gratitude in investing. They discuss why market sell-offs are a natural—and even beneficial—part of the long-term wealth journey, sharing stories drawn from real client experiences and hard-earned expertise. With a focus …
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Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger
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24:43Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world. Tailor opens …
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[Perspective Series] Storytelling Secrets to Winning Pitches With Ben Wiener
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40:21Ben Wiener is the Managing Partner at Jumpspeed Ventures, a venture-capital firm focusing on early-stage, Jerusalem-founded tech startups. Since founding the firm in 2014, he has served as the lead investor in dozens of startups and often provided their very first capital. Before his VC work, Ben co-founded his first startup in 1999 and gained expe…
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Spiritual Technologies: The Secret That Changed My Life.
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29:34Send us a text Episode Description – Spiritual Technologies: Secret #2 “The Future Now, Negative Contracts, and the Spiritual Technologies That Shape Your Life” In this episode, Tombo Baldwin returns to the mic with his signature mix of honesty, humor, and spiritual insight. What starts as a simple story about a stubborn bathroom scale turns into a…
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Few would debate the potential that AI has to upset the labor markets. However, people seem to have different ideas about which jobs AI will eliminate first, and which jobs are safe for now. So, which are truly at risk — and which aren't? Further, what can workers do to protect themselves from AI-related job cuts? In this episode of Trading Perspec…
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Fear in the Public Markets: How to React During Times of Market Tension | AWM Insights #228
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12:36In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest volatility in global markets and discuss what it really means for investor portfolios. Together, they explore the key forces driving market swings—from sticky inflation and central bank policies to shifting sentiment around t…
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Can America Rekindle Its Civic Spirit? -with Don Eberly
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1:00:30How does our understanding of freedom, virtue, and community shape the American experience? Jim Spiegel sits down with Don Eberly to examine the crucial links between civic life, family structure, and the pursuit of the common good. Don Eberly draws from his experience in government, post-war reconstruction in Iraq and Afghanistan, and his work wit…
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The Future of Accounting Leadership: Next-Gen Perspectives | Lexi Weber on Leaders of the Ledger
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29:21Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes i…
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Unpacking Value Investing with Rich Pzena
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39:55Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets under management. In addition, he weighs in on where he finds value opportunities today, portfolio construction and overall market trends.…
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Why Market Highs Aren't a Reason for Worry
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12:39In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group F…
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[Emerging Tech] Reimagining CRM With AI for Advisors With Thomas Clawson
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32:50Thomas Clawson is the Co-founder of Slant, a next-generation AI-powered CRM built to help financial advisors streamline workflows and deepen client relationships. He co-launched the platform to replace traditional CRM systems by integrating AI agents that manage meetings, follow-ups, and client interactions. Under his leadership, Slant has raised $…
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Send us a text In this deeply personal and unexpectedly powerful episode, Tombo opens up about a lifelong ache he didn’t even fully recognize—his complicated relationship with the two mothers who shaped his childhood. What begins as a conversation about “mom issues” unfolds into a vulnerable journey through fear, introspection, counseling, and unex…
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What Do Recent Election Results Really Mean?
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28:35Recent polls suggest younger Americans are less inclined to believe in the so-called American Dream and the benefits of capitalism. But why? Especially when so many non-Americans still do? Could it be social media has skewed what the American Dream really is? Or is there truly a generational difference in the appeal of economic systems like sociali…
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Why Defense Wins Championships (in Investing & Sports) | AWM Insights #227
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12:28In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna wrap up their series on winning through disciplined investing and sound decision-making. They break down why a strong defense—both in sports and in your portfolio—is the bedrock of long-term success and multi-generational wealth. Through candid in…
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Navigating Private Equity - Insights from Apollo's Diana Sands
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16:31Pallas Capital's Cam Newton, Vice President and Portfolio Manager, sits down with Apollo's Diana Sands to discuss Private Equity.By Pallas Capital Advisors
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Building Influence in Accounting: AI, Personal Brand & Entrepreneurial Growth | John Malone on Leaders of the Ledger
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25:55In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world. John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve…
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How Salesforce Is Transforming Financial Services With Michelle Feinstein
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36:05Michelle Feinstein is the General Manager and Vice President, Global Financial Services at Salesforce, a company that provides cloud-based CRM and enterprise software to help businesses connect with customers. She leads global solutions and strategy for the financial services sector, focusing on wealth and asset management. With over 25 years of ex…
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Why Curiosity Beats Control In Modern Leadership with Melissa Marcelissen, COPO at Certn
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56:22In this episode of 'From A People Perspective', Martin Hauck interviews Melissa Marcelissen, Chief Operating People Officer at Certn. They discuss the importance of curiosity in HR, navigating professional traps, and the evolution of HR roles in the context of operations and people management. Melissa shares her journey to leadership, the significa…
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Investing in Public Markets – The Importance of Hitting Singles and Doubles in Your Portfolio | AWM Insights #226
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13:50Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the art of building a resilient investment portfolio in this episode of AWM Insights. Shifting from high-risk “big shots” to the consistent power of singles and doubles, Justin and Mena unpack why steady performance in public markets forms the backbone of …
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When Are the Manufacturing Jobs Coming Back?
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23:31A lot of folks seem to believe that the recent tariffs will drive a lot of manufacturing jobs back to the United States. However, the decline of the traditional "blue-collar workforce" in the United States has been decades in the making. Will the imposition of a new tax be the magic bullet to reverse this trend? Does the U.S. even want many of thes…
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Mindset Over Mayhem: Shift Your Perspective, Elevate Your Decisions
1:13:24
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1:13:24In this conversation, Salvador Carranza and entrepreneur Alex Boyd dig into entrepreneurship, leadership, and emotional intelligence—especially how transparency builds trust when business decisions get hard. Alex shares how his immigrant-family roots shaped his risk assessment philosophy, why adaptability matters, and how staying close to customers…
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Matt Bell, CEO of Shelmerdine Garden Centre & Geller's Design - Leading with Perspective and Purpose
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30:55In this episode of The People Playbook Podcast, Jason Taylor sits down with Matt Bell, CEO of Shelmerdine Garden Centre and founder of Geller's Design, to discuss what it takes to scale multiple businesses while keeping culture, leadership, and people at the heart of it all. Matt shares his journey from growing Gellers into Winnipeg’s largest resid…
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Talking Crypto: Chief Investment Officer Matt Hougan Shares His Insights and Valuable Perspectives
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36:02Matt Hougan, Chief Investment Officer for Bitwise Asset Management, discusses how digital assets are reshaping global markets and transforming investing. He also weighs in on valuation frameworks, portfolio construction, tokenization and the regulatory environment.By CFA Society New York
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The New Age CPA: AI, Influence & Entrepreneurship | Zach Gordon on Leaders of the Ledger
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21:54In this episode of Leaders of the Ledger, host Rob Brown sits down with Zach Gordon—CPA, entrepreneur, and thought leader reshaping what it means to lead in accounting. Zach shares his unconventional journey through big firms, startups, and now running his own practice—all while helping modernize the profession’s reputation. From AI and automation …
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[Perspective Series] Authentic Connections: The Key to Winning Customers With Greg Bennick
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38:57Greg Bennick is the Founder and Executive Director of One Hundred For Haiti, an international humanitarian initiative focused on rural Haiti's development, community leadership, and human empowerment. He is also a keynote speaker, documentary producer, and author of Reclaim The Moment. Greg has delivered transformative presentations in 27 countries…
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Send us a text Mysterious is this title. Inside you will discover the first key to changing your reality. This is foundational piece that arrived right at the moment I passed from awake into the realm of dreams. It penetrated like good medicine bringing life and healing to parts that were thirsty. Don't miss this redneck insight, it will make a imp…
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Smart Risks, Real Results. Leadership Without the Gloss.
1:29:25
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1:29:25In this conversation, Salvador Carranza and Peter Batushansky unpack an operator’s journey across GE’s FMP, Deloitte consulting, private equity, and scaling e-commerce into pet health, culminating in a board seat at a publicly traded company. They dig into entrepreneurship, leadership, and emotional intelligence in real teams, how to pre-stage quie…
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It is no secret technology stocks have been a driving force in domestic stocks. However, their continued rally has led to the overall sector becoming a huge chunk of the market, and therefore the market's return. How has the happened? Is the concentration to tech stocks truly indicative of the overall diversification of the US economy? Has this sor…
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Taking the Right Shot – How to Strategically Maximize Your Big Play Potential | AWM Insights #225
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11:40Join hosts Justin Dyer and Mena Hanna as they break down what it means to take the right shot in your investment playbook. This episode focuses on when and how to aim for big growth opportunities, balancing dependable moves with bold plays like venture capital. Listen in for expert guidance on building a well-structured portfolio, knowing when to t…
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The Future CPA: A Global Journey to Influence and Impact | Victor Garrido on Leaders of the Ledger
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17:17In this episode of Leaders of the Ledger, host Rob Brown sits down with Victor Garrido, Managing Member of GG CPA Services and a passionate advocate for the accounting profession's evolution. Victor's story takes us from Madrid to Milan to New York, where he built a career spanning Big Four experience and small-business leadership. Today, he's not …
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Kellie Lefaive, CEO of Go Direct Solutions - Leading Through Chaos and Building Future Leaders
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34:20In this episode of The People’s Playbook Podcast, Jason Taylor sits down with Kellie Lefaive, CEO of Go Direct Solutions, to explore what it takes to lead effectively in fast-paced and ever-changing industries. Kellie shares her insights on staying calm amid chaos, aligning teams across multiple departments, and nurturing future leaders. She also o…
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[Emerging Tech] Simplifying Operations in Wealth Tech With Max Klein
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36:11Max Klein is the Co-Founder and CEO of LEA, a company that automates client data workflows for wealth management firms using AI and APIs. He previously spent seven years at Amazon working on products like Alexa, Kindle, and Prime. Earlier in his career, Max lived in China for eight years, working in international business and public policy. He is a…
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Send us a text What kind of name is that!! It is the hidden treasure that is in the trouble we face in this world. With some intention and direction trouble can take us to that next level of healing and wholeness. Trouble can now be viewed as an asset verses and adversary. Leverage is everything. As yuppers we leverage and turn all things to work f…
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Building customer focused companies: Braydan Young on Leadership, Empathy & Startup Growth
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1:10:12In this conversation, Salvador Carranza and Slash Experts founder Braydan Young unpack entrepreneurship, leadership, and the high-agency “doer” mindset—spanning hiring, transparency in culture, parenting while building, and how artificial intelligence is reshaping sales, and startup execution. Braydan traces his founder journey from Coffee Sender (…
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Playing the Long Game: How Elite Athletes—and Investors—Win Through Process, Not Hype | AWM Insights #224
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12:59In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle the real-life decisions that set elite athletes—and successful investors—apart from the crowd. They break down why focusing on process beats chasing short-term hype, sharing strategies for navigating market fads, clarifying your financial g…
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Lindsay Wilson, GM of Sales Ontario at Molson Coors - Building Authentic Leadership and High-Performing Teams
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31:18In this episode of The People Playbook Podcast, Jason Taylor sits down with Lindsay Wilson, GM of Sales Ontario at Molson Coors, to dive into authentic leadership, building culture through momentum, and nurturing high-performing teams. Lindsay shares her journey through significant organizational change, how she fosters inclusion and cross-function…
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Winning Decisions: Building Your Personal Playbook for Success | AWM Insights #223
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10:45Join Chief Investment Officer Justin Dyer and portfolio manager Mena Hanna as they break down what it really means to win in investing. This episode challenges the fixation on returns, spotlighting how true success comes from defining your personal goals and building a disciplined process. With relatable stories from sports and investing, Justin an…
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How to Ship Legal Impact with Navin: AI in Legal, Community building, and the future of CLM.
1:34:40
1:34:40
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1:34:40In this conversation, Salvador Carranza and Navin Mahavijiyan dig into how legal teams can shift from “approvers” to true “advisors,” why community and relationships still drive outcomes, and how to apply AI in CLM with a measured, business-first lens. Navin shares his journey from Malaysia to the U.S., early days negotiating enterprise contracts a…
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From Receptionist to CEO: Redefining Accounting Leadership | Tim Petrey on Leaders of the Ledger
19:38
19:38
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19:38In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S. Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiri…
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Game On: The Business of Sports With Sal Galatioto, the Industry's Preeminent Financial Advisor
30:37
30:37
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30:37Sal Galatioto, President of Galatioto Sports, breaks down the key drivers behind record-breaking sports franchise valuations and shares his views on the financial state, emerging trends and long-term outlook for this unique asset class. He also weighs in on the convergence of media, sports and technology as well as the implications of artificial in…
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The Quiet Achiever's Rebellion: Rewriting Success with Linda Raynier CPA, CA, Author
58:09
58:09
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58:09In this engaging conversation, Martin Hauck interviews Linda Raynier, a career strategist and author, who shares her transformative journey from accounting to career coaching. Linda discusses the challenges she faced, including her husband's health crisis, and how these experiences shaped her mission to empower 'quiet achievers'—introverted individ…
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How Advisor Enablement Drives Client Success With Michael Jeanfreau
34:40
34:40
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34:40Michael Jeanfreau is the Director of Advisor Enablement at Mariner Wealth Advisors, a firm that provides wealth planning, investment management, tax, and estate-planning services to individuals and businesses. He leads strategies and tools to make financial advisors more effective and client-centric. Michael holds Series 63 and 65 licenses and has …
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Send us a text After a horrendously long hiatus I am back in the podcast chair again. I am full of bliss thinking about the future podcasts and the life transforming information that is coming. Yes, I am a redneck holstering life changing principles. Despite being very well off I am accepting monetary offerings knowing that your investment helps yo…
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Liberty, Tyranny and License: Tracing the Roots of America’s Free Speech Debate
31:42
31:42
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31:42If you haven’t listened to the first part of our conversation with Ben Crenshaw, listen to that here. Jim and Ben continue today discussing how “free speech” definitions have changed in the last thirty years and what we find ourselves up against in this modern political climate. Ben shares the founders’ intentions for speech, distinguishing between…
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