Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Advisor Recruiting Podcasts

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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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A trusted advisor in Human Capital Management for 30 years.
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Welcome to The Full Desk Experience, a podcast for leaders in the staffing and recruiting industry. Hosted by Kortney Harmon, Director of Industry Relations at Crelate, this show is designed to provide insights and tips from a highly knowledgeable consultant in the field. Join us live (or catch the replay) in our Workshop series, where Kortney delivers expert advice and actionable tips for you to take to your firms immediately. In the Industry Spotlight series, Kortney interviews industry ex ...
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Venture Europe: Entrepreneurship | Technology | Venture Capital | Eu/Acc
Calin Fabri | Entrepreneur | Advisor
personal conversations with the entrepreneurs and investors creating a future worth getting excited about
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Best way to scale? Your peers have the answers. This is the podcast for scaleup founders looking for insightful, actionable wisdom from some of the best operators around. Each week we’ll explore one secret that other founders and experts are using right now and how to implement it. It’s practical wisdom to build the company AND life you want. Hosted by renowned founder coach and advisor James Johnson. You’ve survived to £1m, now let’s scale to £10m+.
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Join us as we share the latest updates about the Central Indiana Non-profit community and talk to the incredible people that make it work. You’ll gain new perspectives, insights, and pathways to carry out your mission and increase your impact.
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A podcast where your local HR professionals discuss common everyday HR issues, solutions, and trends. You will hear firsthand experiences from a consultant, legal, and benefits advisor. This will be your place to learn and hear relevant topics and strategies about everyday HR concerns that matter to you and your business. Hosts: Roshni Patel, HR Consultant & President of Thrive HR [email protected] Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP / dklingenbe ...
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Join Rob Crews for a unique audio experience as he Transcends Sport with some of the most intriguing personalities in the world.
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The Podcast that helps students navigate career exploration and professional development through interviews with professionals.
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Ordinary women make the extraordinary leap into business ownership every day. Women-owned businesses contribute $1.4 trillion dollars in revenue yearly and employ over 9 million people (US). Yet, that $1.4 trillion is just a fraction (4.3%) of the private sector. Ladies, we got this! We can do better together! This podcast explores why women ‘start-up’ and candidly discusses the ups and downs of business ownership. There are no unicorns here. Just real women who want to share their stories a ...
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Business Confidential Now with Hanna Hasl-Kelchner
Business Confidential Now with Hanna Hasl-Kelchner
★ PRACTICAL ★ TIMELESS ★ NO NONSENSE ★ Discover the business issues hiding in plain view that matter to your bottom line. Created for smart business owners, executives, managers, and entrepreneurs who want to increase their business leadership effectiveness and side-step the School of Hard Knocks. Each Thursday you’ll hear top-line insights, tools and straight talk from experts, authors and change makers who share their secrets for more success on a wide range of business topics. These are t ...
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Industry Spotlight | Elite Recruiting Secrets: Building a Powerhouse of Influence in the Talent Industry with Brent Orsuga, Founder - Pinnacle Growth Advisors
45:59
45:59
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45:59Ready to take your executive search firm to the next level? In this can't-miss Industry Spotlight episode, host Kortney Harmon sits down with powerhouse Brent Orsuga—founder of Pinnacle Growth Advisors—to unpack the bold strategies and mindsets driving exceptional results in executive search. Key takeaways for executive search leaders: - From Recru…
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Rising Stars: The Power of Soft Skills with Chris Grant
24:04
24:04
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24:04This week on the Rising Stars series, Marcus is joined by Chris Grant, Mortgage and Protection Adviser at Aberdein Considine, to talk about what it really takes to build a successful career in financial services. Chris didn’t follow a traditional path. He started out in admin and worked his way up, and now delivers advice across the legal, property…
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Rethinking B2B Marketing in 2025 with Employee Generated Content (EGC), with Katie Street
31:58
31:58
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31:58Your best marketing content creators probably aren't who you think they are. Most founders assume it has to be them. They overlook the thought leaders already inside their team. They default to safe, scripted content that feels awkward and inauthentic. But what if the future of marketing wasn’t about personal branding at all… What if it was about e…
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#692: The lifetime value of milliseconds in the customer experience with Jaxon Repp, Harper
24:34
24:34
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24:34Agility can often get framed as driving massive transformation—but sometimes it’s the milliseconds that matter. When every digital moment counts, small gains in speed and efficiency can have a disproportionately large impact on customer lifetime value and brand loyalty. If you could speed up every digital interaction your customers have with your b…
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Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth ...
51:28
51:28
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51:28In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business …
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#691: Gaining agility and results with composable CMS, with Mark Wheeler from Storyblok
31:23
31:23
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31:23Is your CMS holding your creativity—and marketing growth—hostage? When speed and agility are everything, most marketing teams are still stuck in the slow lane—waiting on developers to publish updates, launch campaigns, or even fix a typo. Sound familiar? Today’s guest says it’s time for marketers to take the wheel. Mark Wheeler, Chief Marketing Off…
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From Chaos to Clarity: Streamlining Operations with Data
24:58
24:58
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24:58Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…
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#690: Focusing on long-term customer value using next best action with Tine Van Calster, Telenet
26:47
26:47
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26:47What if your most loyal customers are the ones you helped spend less? Agility in marketing isn't just about moving faster — it's about aligning brand intentions with customer outcomes in real-time, even when that means giving up short-term gains to earn long-term trust. Today we are here at PegaWorld 2025 at the MGM Grand in Las Vegas, and we’re go…
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The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
54:30
54:30
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54:30With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…
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Industry Spotlight | Aaron Elder - CEO at Crelate - Thriving in the Post-AI Era of Recruiting
29:44
29:44
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29:44Get ready to reimagine the future of strategic recruiting. In this pivotal episode of The Full Desk Experience, Crelate CEO Aaron Elder joins host Kortney Harmon to share cutting-edge strategies for thriving in the rapidly evolving, post-AI era—essential listening for owners, directors, and executive-level leaders. Key insights you can’t miss: -The…
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Finding Your Freedom and Doubling Your Revenue
31:31
31:31
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31:31Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The surprising benefits of affiliating with an RIA-only firm -Reinvesting in growth: marketing, branding, and staffing -Building deeper client relationships through business ownership -What “freedom” rea…
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Musk VS Trump: Helping Trump win, Twitter/X VS Truth Social, High stakes politics
22:00
22:00
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22:00An in-depth look at the complex and often turbulent relationship between Elon Musk and Donald Trump, focusing on its historical context and a significant public dispute in June 2025. We chart the evolution from initial skepticism and pragmatic advisory roles to periods of strong public support and financial contributions, culminating in a dramatic …
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#689: Building a culture of agility with Eugenie Lamprecht, Reka
19:28
19:28
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19:28Welcome to this episode, brought to you by Reka, a developer of industry-leading, multimodal, AI models that enable individuals and organizations to deploy generative AI applications. Agility requires an attention to process and a commitment to continuous improvement. It also requires a culture of agility. Today we’re going to talk about talent in …
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Why Most Partnership Strategies Fail (and How to Fix Them), with Stefan Ross
36:16
36:16
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36:16Most founders wait too long to think about partnerships. They wait until sales hit a ceiling. Until delivery starts to buckle. Until the team is stretched too thin. But what if partnerships weren’t a backup plan? What if they were the foundation of scale? In today’s episode, I’m joined by Stefan Ross, a go-to-market operator who’s built revenue and…
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#688: Building a Customer Brain and how it benefits customers and the business with Christian Nelissen, National Australia Bank
26:34
26:34
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26:34Agility at enterprise scale means building systems that not only make millions of micro-decisions, but also keep humans at the center — creating experiences that are timely, relevant, and respectful of the customer. What if your data knew your customers better than your frontline employees — and used that insight to serve, not sell? Today we are he…
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He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat
44:59
44:59
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44:59In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance. Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirel…
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Careers You Don’t Plan For (But Should) With Will Calito
22:57
22:57
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22:57Some careers you don’t plan for but they turn out to be exactly where you’re meant to be. In this episode of the Rising Stars series, Marcus is joined by Will Calito, Business Development Manager at Magnet Capital, and former dental entrepreneur, to talk about his unusual route into the world of specialist finance. From dentistry to estate agency t…
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#687: Customer Experience Design using Generative AI, with Tara DeZao, Pega
22:34
22:34
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22:34What if you could test drive your entire customer experience — before even writing a line of code? Agility isn’t just about reacting fast — it’s about thinking ahead, designing deliberately, and testing before committing. In an age where customer expectations shift by the minute, businesses can’t afford to just “build and hope.” Today we are here a…
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Marketing Funnels for Advisors: From Stranger to Client
19:48
19:48
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19:48Listen in as they cover: -What “top, middle, and bottom” of funnel marketing really means. -How to cast a wide net without diluting your message. -Why nurturing leads is a skill advisors can’t afford to ignore. -The difference between posting content and intentional outreach. -How trust and patience are the real accelerators of growth. If you’ve ev…
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#686: Autonomous innovation using predictable AI agents with Peter van der Putten, Pega
30:06
30:06
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30:06What if your agentic AI could innovate autonomously—and still follow your business rules? Agility in the age of AI doesn't just mean speed. It means predictability, accountability, and the ability to innovate autonomously without businesses losing control of what is important, and what their customers value. Today we are here at PegaWorld 2025 at t…
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Fix It Friday - Overcoming the Wacky Economics of Investor Behavior
15:27
15:27
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15:27Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan unpacks the "wacky economics of investor behavior," shedding lig…
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Salar al Khafaji - Autonomous on-site construction robots, Construction ~10-15% of GDP but low productivity, How affordability affects fertility rates, Learnings from selling his startup to Palantir
29:53
29:53
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29:53Salar al Khafaji - founder and CEO of Monumental. At Monumental they are developing a suite of autonomous, electric robots which can work around the clock so everyone can afford a high-quality house or apartment in a beautiful city or village. Last year they’ve raise a 23M Eur round from Hummingbird, Northzone, Plural and other investors with the m…
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From $125mm to $700mm: A Story of Growth and Grit in the Independent Broker Dealer Space
37:04
37:04
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37:04With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth Overview Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker deale…
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The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth
31:02
31:02
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31:02Key Highlights: -Why “not deciding” is still a decision - and often an expensive one. -How long-term inaction can lead to seven-figure opportunity losses. -Real-life stories of advisors who waited too long to make a move. -The importance of intentionality when exploring independence. -Why your clients care more about you than your current firm. -Th…
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The Power of 'Deep Work' for Founders – Reconnecting with Self and Having Fun, with Freddie Birley
35:42
35:42
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35:42What if having more fun was the key to being a better founder? Seriously. Not just to feel good, but to actually unlock better decisions, more creativity, and a business that’s built to last. In this episode, I sit down with Freddie, founder of POP and one of the most insightful coaches I know. We talk about something that doesn’t get spoken about …
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#685: Using AI in UX research, design, and testing with Jason Bowman, The Office of Experience
25:54
25:54
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25:54Agility requires finding ways to stay one step ahead of the competition, as well as in anticipating customers’ needs. So how does a brand maintain this speed and agility in the area of UX design, where it has often taken a considerable amount of time, effort, and testing to get to a better result? Today we’re going to talk about using AI strategica…
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We provide an extensive overview of the global construction market, highlighting its significant economic impact and projected growth to over $16 trillion by 2030. We detail the substantial contribution of the construction sector to global GDP and employment, emphasizing its role as a key economic driver. We also focus on the European construction …
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Rising Stars Series: Switching Careers and Climbing Fast with George Sanford
27:35
27:35
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27:35In this episode of our Rising Stars Series, Marcus chats to Mortgage Advisor at Vibe Finance, about his unusual path into specialist lending. George spent five years at JP Morgan in project management and tech before taking a leap into the world of mortgages and property finance, with no prior lending experience. Fast forward four years, and George…
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#684: The founder of Reebok and CEO of Syntilay talk about AI-generated product design
30:23
30:23
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30:23When consumers can get AI-generated designs completely customized to their needs, what does this mean for the future of brands and the customer experience? I have two guests on my show today: one is the founder of one of the world’s most iconic shoe brands, and the other is the co-creator of the first AI-designed commercial shoe. Today we’re going …
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Trends – Artificial Intelligence - compiled by Mary Meeker "queen of the internet", Jay Simons, Daegwon Chae, and Alexander Krey of BOND. This episode reveals a data-driven picture of acceleration across multiple dimensions – technical, financial, social, physical, and geopolitical. You can find the full report here.…
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Stop Losing Leads: How a CRM Captures Every Opportunity
29:31
29:31
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29:31Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - …
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#683: Navigating the effect of AI on marketing jobs and the job market with Sue Keith, Landrum Talent Solutions
23:28
23:28
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23:28My guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, which has taken us on quite a roller coaster ride. Today we’re going to look at how marketing and communication execs are responding to the latest developments in the world while still needing to get their work done. To take a look at …
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How to Build a Practice That Attracts a Premium Buyer
37:26
37:26
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37:26Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in…
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Who’s in Control: The Advisor or The Firm? A Special Industry Update
29:38
29:38
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29:38With Jason Diamond & Louis Diamond Overview The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more. Listen in… > Download a t…
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Jan-Hendrick Boelens - Air-to-air counter-drone system, Defending Europe, Why Europe needs a single defense market, The constrains in the supply chain and dependencies on China
39:26
39:26
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39:26Jan-Hendrick Boelens co-founder and CEO of Alpine Eagle. Munich-based and backed by leading investors including General Catalyst and IQ Capital, Alpine Eagle is building the world's first air-to-air counter-drone system. Prior to Alpine Jan-Hendrick was chief engineer at Airbus, and CTO at Volocopter and Quantum Systems. During this episode we disc…
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Europe's Defense Transformation: Spending, Policy, and Investment Opportunities
19:03
19:03
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19:03An overview of the European defense market, excluding Russia, highlighting a significant and accelerated increase in investment driven by the changed geopolitical landscape, primarily following the conflict in Ukraine. We detail the current size and projected growth of defense spending by EU and key European NATO nations, emphasizing the commitment…
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Authenticity First – The Unspoken Key to Scaling Sustainably, with Emma Serlin
33:52
33:52
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33:52What if the key to unlocking better leadership isn’t strategy or scale but something far more personal? In this episode of The Peer Effect podcast, I sit down with Emma Serlin, Founder and CEO of London Speech Workshop, to explore the unexpected ways authenticity can shape your leadership and business. As both a communication expert and a founder w…
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#682: Consequential AI and customer loyalty with Raj De Datta, CEO of Bloomreach
25:26
25:26
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25:26If brand loyalty is so critical, why does it feel like most companies are treating it like an afterthought by propping it up with outdated programs and hoping customers won’t notice? Agility requires a complete rethinking of how we approach customer loyalty — not as an afterthought at the end of the funnel, but as a core driver of long-term brand v…
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Rising Stars Series: From Work Placement to Award-Winning Broker with Billie Cox
34:50
34:50
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34:50In this episode of our Rising Stars Series, Marcus sits down with Billie Cox, Commercial Associate at Sirius Property Finance and winner of the Rising Star Award at the British Specialist Lending Awards. Billie’s journey into financial services started young, joining the industry during lockdown while still studying for her A-levels. What began as …
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Why You Feel Anxious About Money (And Don’t Even Know It) - with Dennis Harhalakis
49:22
49:22
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49:22In this episode of Financial Planner Life, Sam Oakes is joined by certified money coach Dennis Harhalakis to explore the powerful emotional side of money - and why financial planners can't afford to ignore it. Dennis shares how our earliest money experiences shape the way we think, feel, and act around money as adults. Whether it’s shame, fear, sca…
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#681: Building a cohesive brand while personalizing every message with Emily Ward, Turnitin
25:54
25:54
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25:54With AI as an accelerant, marketing is evolving at a breakneck pace, and brands are being challenged to maintain authenticity while scaling globally. How do you build a cohesive, authentic brand identity across diverse markets, cultures, and digital platforms—all while leveraging AI-driven personalization? Joining me today is Emily Ward, VP of Glob…
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Explore the transformative force of Artificial Intelligence (AI), outlining its historical evolution from foundational concepts to modern advancements like generative AI and large language models. We detail the primary drivers fueling AI's growth, including technological enablers like increased computing power and big data, as well as economic and …
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Highlights include: -The real definition of AI - and what it isn’t -How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation -Why prompt engineering is the new must-have skill for marketing and operations -Use cases for predictive analytics in revenue growth, client retention, and opportunity spottin…
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#680: Agile is about more than velocity, with Gabrielle Wieczorek
27:12
27:12
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27:12This show is brought to you by the Online Scrum Masters Summit, taking place virtually on June 17-19, with more information at: http://www.onlinescrummasterssummit.com What if the most powerful tool for driving agile transformation isn’t a framework or a ceremony—but a dashboard? Today’s guest believes data may be the most underused lever for agili…
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Best of FDE | Empowering Talent: Market Shifts, Digital Strategy, and Industry Challenges with Joanie Bily, CEO at EmployBridge
38:43
38:43
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38:43Get ready for a powerhouse episode featuring highlights from Joanie Bily’s impactful conversation with Kortney Harmon. Dive into proven strategies and actionable insights designed to help executive search leaders stay ahead in a market defined by rapid change, digital innovation, and evolving client demands. In this episode, you’ll discover: - A ca…
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Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
1:01:45
1:01:45
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1:01:45With John Thiel – Founder and Executive Chairperson, Indivisible Partners Overview John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focu…
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Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm
24:08
24:08
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24:08Highlights include: -The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for -Real-life examples of advisors losing $40K/month by not making a decision -How Elite’s pro forma modeling helps advisors make sense of the math behind a transition -The psychological power of complacency -…
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Sebastian Hjärne - From prompt to hire, Recycling tennis balls, The search engine for talent, Raising funds from the Swedish Tech Mafia
29:08
29:08
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29:08Sebastian Hjarne - founder and CEO of Talentium. At Talentium they are building the search engine for talent and creating an end-to-end platform for hiring. €3.5m pre-seed round led by EQT ventures, with participation from some exceptional angels like Sebastian - the CEO of the giant Klarna, Joel - CEO of Sana Labs and Fredrik - CEO of Voi Technolo…
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A Deep Dive into the Global Recruitment Market, The $2 Trillion Projected Global Staffing & Recruitment Market Value by 2031, The Future of Talent Acquisition
10:25
10:25
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10:25A comprehensive overview of the global recruitment market, describing its significant current size and projected growth, driven by factors like increased job vacancies and technological advancements. We segment the market by staffing type (temporary dominating), recruitment channel (online leading), end-user industries (IT & Telecom prominent), and…
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#679: Growing a brand by focusing on the details that matter with Dominic Minogue, Dirty Water
23:23
23:23
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23:23There are a lot of great ideas for products and brands out there, but sometimes the difference between success and failure lies in getting the details right and understanding the customers and users of your product. Today we’re going to talk about growing a brand by focusing on the details that matter. To help me discuss this topic, I’d like to wel…
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