Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
…
continue reading
Business Advisors Podcasts
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Learn about groundbreaking new research, commentary and policy ideas from the world's leading economists. Presented by Tim Phillips.
…
continue reading
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
…
continue reading
MARKETING DEEP DIVES by DENYSE is a Podcast for CPG Executives wanting to attract, delight and retain more consumers. In each episode Denyse shares her tips, tools and ideas gathered from her more than 30 years experience working in over 125 countries around the globe. Denyse is: 📈 Advisor to Fortune 100-Inc 5000 | 🚀 Strategist for mid-sized CPGs | 👨💼👩💼Leadership Coach | 🎤 Keynote Speaker | 📚 #1 Best-Selling Author | 🌍 Former Global Head of Consumer Excellence at Nestlé
…
continue reading
The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
…
continue reading
Welcome to the American Alchemy. Tune in for new videos WEEKLY highlighting the most heretical thinkers/ideas of our time. 👽 instagram: @jessemichels twitter: @alchemyamerican Business: [email protected]
…
continue reading
Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
…
continue reading
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
…
continue reading
Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
…
continue reading
Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
…
continue reading
A podcast specifically focused on helping every person live their ideal life by helping them make better decisions around their finances, relationships, and life.
…
continue reading
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
…
continue reading
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
…
continue reading
The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
…
continue reading
1
The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
The Agile Brand
25k
686
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 ...
…
continue reading
The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
…
continue reading
Insight, market updates and wisdom from America's leading commercial real estate mentors, including Peter Harris, the author of the book Commercial Real Estate Investing for Dummies.
…
continue reading
Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
…
continue reading
Connecting you with the people, companies, and ideas revolutionizing global financial services. Our guests are the leading fintech founders, investors, and thinkers in the world. Subscribe and follow us for more FinTech content by searching @whartonfintech on your preferred platform!
…
continue reading
Real Estate Investors, Stock Traders, and Business Owners guide to preserve their wealth, protect their assets, and prosper in the future.
…
continue reading
Learn something new every day with a 60-second personal finance tip based on today’s headlines, brought to you by the experts at CNBC. Topics include saving, spending, debt, retirement, taxes, careers, college, and more with CNBC's Jessica Ettinger.
…
continue reading
Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
…
continue reading
1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
76166
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
…
continue reading
Get your creative juices flowing with The Startup Ideas Podcast. Published twice a week, we bring you free startup ideas to inspire your next venture. Hosted by Greg Isenberg, CEO of Late Checkout and former advisor to Reddit and TikTok. Subscribe so you don't miss out. For more startup ideas, we created a database of 30+ startup ideas you can take at https://gregisenberg.com/30startupideas
…
continue reading
Financial and retirement planning guidance from pilot and financial advisor Ryan Fleming. The show will help you figure out how to take your financial plan from takeoff to landing with smooth sailing along the journey. We’ll teach both pilots and non-pilots what it takes to have a successful financial future. The Pilot’s Advisor Podcast® will answer your questions about 401(k)s, IRAs, taxes in retirement, long term care needs and much more.
…
continue reading
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
…
continue reading
100% Canadian. 100% Commercial.
…
continue reading
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
…
continue reading
One of the most helpful plain-English resources for investors who want to demystify exchange-traded funds
…
continue reading
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
…
continue reading
How can I increase the value of my business? How can I increase profitability in my business? Is it possible to balance owning a successful business with living the lifestyle I desire? Welcome to the Cultivating Business Growth Podcast, where we answer all of those questions and MUCH MORE! We host weekly discussions designed to help you grow your business AND create the lifestyle you desire. Elevate your business with proven strategies from CPAs and business advisors. We discuss real-world c ...
…
continue reading
Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
…
continue reading
Your guide to discover what’s next! We help business owners create a roadmap for what’s next while navigating the challenges of growing your business or planning for an exit.
…
continue reading
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
…
continue reading
At Work in America, the longest running and top downloaded HR podcast, focuses on human resources, management, leadership, and workforce technology. The show is hosted by Steve Boese, the Co-Chair of the HR Technology Conference and Trish Steed, CEO of H3 HR Advisors.
…
continue reading
Thoughts and interviews from the financial advice industry!
…
continue reading
The Main Street Business Podcast hosted by Mark J. Kohler with co-host Mat Sorensen discuss complex tax and legal topics like LLCs, corporations, estate planning, raising capital, and retirement planning in an engaging and charismatic way, making it easy for anyone to understand. Mark J. Kohler has done over +10,000 consultations with clients, is a Senior Partner at KKOS Lawyers and CFO/Board Member of Directed IRA Trust Company with $2B+ in managed assets. He’s a best-selling author of six ...
…
continue reading
Transaction Healthcare is a podcast focused on addressing questions and concerns at the intersection of healthcare, transactions, and business. In each episode, partners from Merritt Healthcare Advisors, an investment bank with a unique focus on healthcare providers and their businesses, share conversations on topics such as practice valuation, industry trends, and selling a healthcare practice.
…
continue reading
1
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business
Mike Michalowicz
107100
A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
…
continue reading
Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
…
continue reading
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 ...
…
continue reading
We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
…
continue reading
1
Rental Property Owner & Real Estate Investor Podcast
Rental Property Owners Association with Brian Hamrick
44544
Exciting, informative. Every Monday, your host Brian Hamrick interviews real world real estate investors and industry professionals to discuss topics, tips, and techniques designed to make you a more confident and successful rental property owner and real estate investor. Guests include buy and hold investors, flippers, wholesalers, property managers, brokers, legal advisors, insurance providers, mortgage brokers—you name it, we’re talking to some of the top names in the business.
…
continue reading
Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.
…
continue reading
1
91. Why Saying Less Makes You a More Powerful Advisor
12:21
12:21
Play later
Play later
Lists
Like
Liked
12:21
This week’s episode is all about how less talking and more listening can transform you into a powerful, sought-after advisor. I shared how impactful advisory isn’t about dazzling clients with insights—it’s about creating space for them to hear themselves think. I reflected on my work with advisors who believed their value came from being the smarte…
…
continue reading
Andy shares a cautionary tale about the pitfalls of relying solely on accountants for business valuations, illustrating with a case where an accountant's valuation was significantly higher than its market value. The episode emphasizes the importance of engaging certified business appraisers and experienced brokers to ensure realistic pricing and se…
…
continue reading
Summary In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF …
…
continue reading
1
Efficient Frontier Advisors Co-Founder & Neurologist Bill Bernstein
1:04:06
1:04:06
Play later
Play later
Lists
Like
Liked
1:04:06
Barry speaks with Bill Bernstein, neurologist, investor, author and co-founder of Efficient Frontier Advisors about his unique career path from science to finance and how he uses lessons learned in neurology and applies them to investing. Bill also shares his thoughts on the current economic and political environment and his thoughts on how to navi…
…
continue reading
1
Why You Should Trade Stocks Through an LLC
50:35
50:35
Play later
Play later
Lists
Like
Liked
50:35
In this Tax Tuesday episode, Anderson Business Advisors’ Barley Bowler and Eliot Thomas, Esq., tackle complex listener questions covering bonus depreciation regulations, short-term to long-term rental property transitions, and the intricate tax ordering rules for combining stock losses with real estate gains. They explore nonprofit structures for f…
…
continue reading
1
Tariffs & Inflation: The Effects on Your Business & Inventory Practices
20:08
20:08
Play later
Play later
Lists
Like
Liked
20:08
Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. For 20 years, she has consulted businesses in a variety of industries and sizes. Source Advisors and Je…
…
continue reading
1
I built next gen AI Agents with MCP + Claude (STEAL my workflow)
37:14
37:14
Play later
Play later
Lists
Like
Liked
37:14
The exact MCP system to make Claude 10x more powerful : https://www.gregisenberg.com/claude-mcp Join me as I chat with Riley Brown about how to enhance Claude's capabilities with MCPs. He demonstrates practical applications including accessing Notion databases for content creation and using Glyph for automated thumbnail generation. While acknowledg…
…
continue reading
1
Ep #1,119 - What Top Investors Are Doing In Real Estate Right Now, The 2025 Playbook
54:57
54:57
Play later
Play later
Lists
Like
Liked
54:57
Cory Jacobson and Ryan Bevilacqua are experienced entrepreneurs and real estate investors with over twelve years in business, sales, and hospitality. They host The Wealth Juice Podcast, ranked in the top 1% globally, where they interview top investors and entrepreneurs, and they’ve built a 37,000+ follower Instagram community sharing real estate in…
…
continue reading
1
The Chinese Chip Giant That Could Be Nvidia's Biggest Threat
39:43
39:43
Play later
Play later
Lists
Like
Liked
39:43
Right now, Nvidia stock is back near its all-time highs, thanks to seemingly unquenchable demand for its AI chips. When it comes to profiting off of this boom, Nvidia's lead and lock-in looks almost unassailable. But there is one particular company that is clearly on the mind of CEO Jensen Huang, and that is Huawei. On this episode, we speak with W…
…
continue reading
We're looking to increase our retirement contributions and wondering what is the best choice(s) as we would also like to help our children pay for college. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to …
…
continue reading
Your 60-second money minute. Today’s topic: Home Equity Hits A Record HighBy CNBC
…
continue reading
1
Revolutionizing Luxury Real Estate and Short-Term Rentals with Stephen Petasky
34:01
34:01
Play later
Play later
Lists
Like
Liked
34:01
Luxury real estate is evolving, and my guest today, Stephen Petasky, is leading the charge. As Founder and CEO of The Luxus Group, he’s redefining high-end vacation homeownership through innovative co-ownership models, managing $100M+ in luxury properties across six countries. From restoring historic estates in Italy to leading $1B+ developments li…
…
continue reading
1
#694: What's your plan for Q5 this year, with Xavier de Baillenx from Ramdam
23:39
23:39
Play later
Play later
Lists
Like
Liked
23:39
What if your most profitable campaign window isn’t Black Friday or Cyber Monday… but after the holidays, when everyone else is quiet? While most marketers are winding down, savvy brands are doubling down—tapping into the “Q5” period between Christmas and early January, when ad prices drop, engagement spikes, and consumers are laser-focused on their…
…
continue reading
1
Targeting Type 1 Diabetes (Sponsored Content)
17:01
17:01
Play later
Play later
Lists
Like
Liked
17:01
Madison Carter is a fearless investigative reporter. She takes no day for granted because she lives with type 1 diabetes (T1D). Dr. Doug Melton is a world-renowned stem cell researcher and distinguished fellow at Vertex – and his now grown children, Sam and Emma, live with T1D. Along with scientists like Dr. Felicia Pagliuca, who leads Vertex’s res…
…
continue reading
1
I’ve Located A Secret UFO Base In Arizona! (Ft. Ross Coulthart)
1:54:03
1:54:03
Play later
Play later
Lists
Like
Liked
1:54:03
I sat down with award-winning investigative journalist Ross Coulthart for a deep and personal conversation about the UFO phenomenon, secrecy, and the weight of uncovering truths long hidden from the public. This is not just a story about sightings. It is about power, disinformation, and the people behind the scenes who have seen more than they were…
…
continue reading
1
Giuseppe Paleologo on Quant Investing at Multi-Strat Hedge Funds
29:46
29:46
Play later
Play later
Lists
Like
Liked
29:46
Quantitative investing is one of those terms that you hear all the time, but there's various explanations of what it actually means, or how quants actually make money. And of course, the term means different things in different contexts. In this live episode, recorded at the Bloomberg Equity Intelligence Summit on June 12, we speak again with Giuse…
…
continue reading
Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…
…
continue reading
1
Breaking News - Senate Tax Bill Text Released
32:56
32:56
Play later
Play later
Lists
Like
Liked
32:56
Breaking News - Senate Tax Bill Text Released. With both the House and Senate versions now on the table, which proposal offers bigger tax cuts? Which one could save you more money? I’m breaking down the differences between the House and Senate proposals and what’s changing and how it will affect you. Intro & Why This Tax Bill Matters 00:00 - 00:02:…
…
continue reading
1
BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply
1:02:06
1:02:06
Play later
Play later
Lists
Like
Liked
1:02:06
Barry speaks with Stephen Laipply, global co-head of iShares Fixed Income ETFs at BlackRock, for a conversation about uncertainty in markets, the impact of the Trump administration's tariff and trade policies, the Fed's rate path this year, what's driving institutional and household investors from the fixed income perspective and more. See omnystud…
…
continue reading
1
2 Key Questions to Ask a Retirement Planner
10:29
10:29
Play later
Play later
Lists
Like
Liked
10:29
When it comes to retirement planning, two deceptively simple questions can reveal everything: Am I going to be okay? What rate of return do I actually need? In this episode, Nick and Jake unpack what those questions really mean and why getting clear answers can make or break your retirement. From defining what “okay” looks like (hint: it’s not just…
…
continue reading
Is an 8% withdrawal rate, like Dave Ramsey says, sustainable? Or is it 4%? We unpack one of the top questions retirees have: How Much Money Do I Need to Retire? We reviewed the research on replacement, spending, and withdrawal rates to understand what a sustainable portfolio withdrawal rate is. Chapters: 00:00 Understanding How Much Money You Need …
…
continue reading
1
Ep #1,118 - MFRS - He Closed a $1.75M Real Estate Deal Without Experience
37:07
37:07
Play later
Play later
Lists
Like
Liked
37:07
Andrew Dressel is a seasoned attorney and real estate investor who began his career as a history teacher before graduating with honors from the University of Pennsylvania Law School in 2008. He practiced at Boies, Schiller & Flexner before founding his own firm in 2018, focusing on commercial litigation, corporate, and securities law. In 2016, Andr…
…
continue reading
Pedestrianised areas, car-free streets, or low traffic neighbourhoods are increasingly visible in major cities. Whether in London, Paris, New York or Barcelona, these changes are always controversial – but does the loud criticism that we often hear in social media or newspapers really represent the views of voters who are affected by these policies…
…
continue reading
1
Digital Advice in 2025: What You Need to Know About Robo-Advisors
24:23
24:23
Play later
Play later
Lists
Like
Liked
24:23
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. 00:40 What Is a Robo-Advisor? 01:20 Robo-Advisors vs. Traditional Advisors 03:02 Who Should Use a Robo-Advisor? 04:02 Benefits of Digital Investment Advi…
…
continue reading
1
Zichen Wang's Exit Interview From America
46:53
46:53
Play later
Play later
Lists
Like
Liked
46:53
Zichen Wang is the writer of the Pekingnology newsletter, which translates important speeches and articles from China into English, and contextualizes them for Western readers. Over the past year, he's been a master's degree student at Princeton University, although he's recently returned home to resume his career at a think tank in China. His stin…
…
continue reading
I'm 64 and hoping to retire next fall at the age of 65. Am I on track to do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
…
continue reading
Your 60-second money minute. Today’s topic: Fake Trip Advisor Reviews DoubleBy CNBC
…
continue reading
1
#693: Optimizing the post-click customer experience with Riikka Söderlund, Katana Cloud Inventory
24:05
24:05
Play later
Play later
Lists
Like
Liked
24:05
What if your biggest customer experience problem isn’t your marketing… but your inventory spreadsheet? In the era of one-click checkouts, Prime delivery expectations, and endless online channels, brands are pouring millions into customer acquisition—only to lose customers post-purchase. Why? Because they can’t deliver what they just sold. Today’s g…
…
continue reading
1
Ryan McGarghan: Putting It All Together: Profit First, CFO & Growth Strategies
31:29
31:29
Play later
Play later
Lists
Like
Liked
31:29
Show Summary: In this episode of the Grow My Accounting Practice podcast, Ryan McGarghan shares how combining Profit First, CFO services, EOS, and exit planning can help firms and their clients grow 5x. He explains how aligning finance with sales, marketing, and operations creates smarter, more strategic decision-making. Ryan also breaks down exit …
…
continue reading
1
Greylock General Partner, Seth Rosenberg - Building Fintech for the AI Era
53:54
53:54
Play later
Play later
Lists
Like
Liked
53:54
In this episode of the Wharton Fintech Podcast, host Sabrina Fathi chats with Seth Rosenberg, General Partner at Greylock, about what it takes to build and back enduring companies at the intersection of fintech and AI. Seth shares lessons from launching Facebook Messenger, insights on founder-market fit, and how great early-stage companies validate…
…
continue reading
1
War, Rates & Real Estate—Plus Smart Money Moves for New Grads
18:40
18:40
Play later
Play later
Lists
Like
Liked
18:40
In this episode, Ryan delivers a “pilot report,” offering a timely look at today’s economic turbulence. From global conflict and rising interest rates to inflation pressure and a shifting housing market, Ryan explains how these forces are shaping your financial flight path, and what adjustments you might need to stay on course. Ryan also shares pra…
…
continue reading
1
Why Class-A Properties Still Win with Ted Mildon, VP of Leasing and Operations at Oxford Properties Vancouver
45:03
45:03
Play later
Play later
Lists
Like
Liked
45:03
Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, recorded on the sidelines of the Vancouver Real Estate Forum, hosts Aaron Cameron and Adam Powadiuk welcome Ted Mildon, VP of Leasing and Operations at Oxford Properties Vancouver, to unpack the latest trends reshaping the …
…
continue reading
1
Inside the Transition: What Really Happens When Advisors Moves
54:25
54:25
Play later
Play later
Lists
Like
Liked
54:25
Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…
…
continue reading
1
Gillian Tett on Complex Derivatives and the Fifth Stage of Capitalism
47:42
47:42
Play later
Play later
Lists
Like
Liked
47:42
After the GFC, there was a lot of angst over the fact that so much effort and brainpower went into designing complex derivatives, and other financial instruments. Not only was this seen as wasteful, the complexity was deemed to be the heart of the crisis, and therefore bad. But all these years later, looking back, how bad is financial complexity re…
…
continue reading
I just turned 60 and now I'm wondering if I can retire next year? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney…
…
continue reading
1
How AI and Spatial Biology Are Transforming Cancer Treatment and Clinical Trials
1:01:53
1:01:53
Play later
Play later
Lists
Like
Liked
1:01:53
Dusty Majumdar is the CEO of PredxBio, a precision pathology company leveraging AI and spatial biology to transform cancer diagnostics and therapeutics. With over two decades of leadership experience in precision healthcare, he has held senior roles at the American Society of Clinical Oncology, IBM, Exact Sciences, and GE Healthcare. Dusty has spok…
…
continue reading
Your 60-second money minute. Today’s topic: More Homes For Sale, FinallyBy CNBC
…
continue reading
Building a firm doesn’t always follow a straight line—and sometimes that’s the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle, co-founder of Momentum Wealth Management, to talk about how adaptability, personal authenticity, and strategic thinking can shape a successful practice. From a start in music to a pivo…
…
continue reading
What happens when venture capitalists spend billions on AI but need customers to buy it? In this episode, Blake and David explore how investment firms are now purchasing accounting firms to force-feed AI adoption, comparing it to Pepsi buying restaurants to sell more soda. They also dig into the massive gap between AI promises and reality, question…
…
continue reading
1
At The Money: Buying a Vacation Home with Jonathan Miller
31:51
31:51
Play later
Play later
Lists
Like
Liked
31:51
Want to buy a beach or lake house or other vacation property? You need some effort, assistance from a local expert, and a decent pile of money. Jonathan Miller, President of Miller Samuel, joins Barry Ritholtz to discuss what you need to know about purchasing a vacation property. Each week, “At the Money” discusses an important topic in money manag…
…
continue reading
1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2
29:40
29:40
Play later
Play later
Lists
Like
Liked
29:40
This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…
…
continue reading
Join me as I chat with Jonathan Courtney to discuss the mechanics of a successful sales funnel. He explains how funnels work to transform cold prospects into customers by warming them up through a strategic sequence of offers. The conversation covers both self-liquidating funnels (where initial purchases cover ad costs) and webinar funnels, with pr…
…
continue reading
