Welcome to Optometrists Building Empires! Each week, host Ankit Patel, explores the journey of practice ownership and leadership in optometry with some of the top minds in his field. This show is sponsored by My Business Care Team: We help increase revenue, reduce costs, and reduce staffing headaches. Let's build your empire together!
…
continue reading
Client Efficiency Podcasts

1
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
…
continue reading
6 Figure Creative is a podcast that helps freelance creatives earn more money by doing what they love. If you’re trying to avoid the never-ending grind of a 9–5, or just want to earn more money doing what you do best (creating), 6 Figure Creative is your new favorite show! Join host Brian Hood and his guests as they explore topics such as mental health, finances, sales, marketing, time management, the digital nomad lifestyle, and more.
…
continue reading
Thoughts and interviews from the financial advice industry!
…
continue reading
Web Pro Savvy is a podcast for freelance web designers and developers, hosted by Cathy Sirvatka. You'll hear interviews with experienced freelance web pros about their business operations, the services they offer, and the types of clients they work with. They openly share their stories and pull back the curtain on how they achieve success so that you can boost your own business. Cathy also shares her own experiences and insights that help other freelancers skip past the trials to achieve sat ...
…
continue reading
Welcome to Clarity, a podcast powered by the Thomson Reuters Institute. In each episode, we dive deep into a single question from decision-makers and thought leaders from legal, corporate, tax, accounting & audit, and government communities. Grounding the conversation in the Institute’s research and practice leads’ domain expertise, in each episode, we sit down with a special guest or panel of experts from our community of partners, clients, and key leaders in each industry we serve.
…
continue reading
The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
…
continue reading
Welcome to Inside CVC —Inside CVC by U-Path is the podcast where corporate venture capital meets strategy, leadership, and systemic change. Hosted by Philipp Willigmann and Steve Schmith, the show brings senior voices from across corporate venture, startups, investment, academia, and policy to the table. Each episode goes beyond buzzwords to explore how capital, technology, and leadership shape the future of business and society. From AI and robotics to geopolitics, board governance, and inc ...
…
continue reading
Building a business shouldn't mean losing your mind. Strategy, Solutions, & Sanity is the real-world business podcast for owners and leaders who are serious about scaling — but don't want to drown in chaos while doing it. Host Samantha C. Prestidge cuts through the noise with practical insights on hiring, delegation, team building, operations, and leadership for family businesses and second-stage entrepreneurs. (No vague "10x your mindset" fluff here — just the strategies, systems, and sanit ...
…
continue reading
Dive into the dynamic world of digital marketing with Amanda Vandiver and Adam Landis in “How I Grew This,” where we invite leaders in the space to explore how they overcome industry challenges to achieve growth. Expect insightful conversations that uncover the secrets of our guest’s success in the ever-evolving landscape of digital marketing.
…
continue reading
LegalFuel is the official Florida Bar Podcast. This monthly series is brought to you by The Practice Resource Center of The Florida Bar and will feature esteemed leaders in law discussing new and innovative topics. Its purpose is to help members of The Florida Bar as well as attorneys from other states run better practices and provide better legal services to their clients. Disclaimer: The views expressed by the participants of this program are their own and do not represent the views of, no ...
…
continue reading
BAMcast is a monthly podcast dedicated to aligning your Brand, Audience, & Message. All resources, support, and topics will be around brand alignment to give you confidence and clarity of the path that is right for your brand’s vision.
…
continue reading
Allison is a lactation consultant, breast pump expert, and mom of 3 boys who talks with real moms and experts about breastfeeding & pumping. New Little Life has an exclusive program called Pumping for Working Moms, which is designed to help working moms pump easily and efficiently to combine breastfeeding & pumping while going back to work! This podcast is designed to help you feel supported by other moms doing exactly what you're doing, get tips and tricks on breastfeeding, and learn to nav ...
…
continue reading
The anti-burnout, pro-human, resource for therapists’ professional development. For therapists, by therapists. New Episodes on Sundays. Learn more and access the resources by subscribing to the pod, and to the newsletter: www.workingphase.com Thanks for joining and sharing!
…
continue reading
Level up your mortgage and real estate career with actionable strategies and real results. Mortgage Lending Mastery is your go-to podcast for personal and professional growth, tailored specifically for industry professionals. Host Lady Jen Du Plessis delivers expert insights, proven tactics, and inspiring conversations to help you stop talking, start taking action, and achieve mastery in your business. Ready to work smarter, grow faster, and stand out in a competitive market? Tune in to Mort ...
…
continue reading
The Business Buying Strategies Podcast comes from The Dealmaker's Academy, the world's leading training on buying and selling businesses - without risking your own money! Each week we talk to leading experts, discuss business buying strategies, offer hints and tips and cover the essential skills you will need to buy and sell businesses effectively.
…
continue reading
“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “ ...
…
continue reading
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
…
continue reading
The Inbound Logistics Podcast provides the most relevant and topical information from the third-party logistics and supply chain management world as presented by the most influential thought leaders in the industry. (logistics, supply chain, cargo, freight, transportation, education)
…
continue reading
In our expert professional services businesses, where the rules were written last century and the world keeps changing around us...how do we as experts who have spent years, sometimes decades getting our technical skills to the ultimate level and proportionally little time learning the ones required to grow our businesses based on our own terms, re-write the rules for ourselves. That’s the question and this show explores the answers. Stay tuned and enjoy some brave conversations. Find out mo ...
…
continue reading
Designed to help companies find new and interesting ways to implement AI by interviewing professionals who are actively using AI in their daily life. Join GPT Trainer's Kyle James as he helps you discover new AI strategies you can start implementing today.
…
continue reading
The Lehigh University Business Thought Leadership, ilLUminate, offers thoughtful perspectives that shine light on interesting and often complex issues and questions related to the business of business. Find out more at https://business.lehigh.edu/news.
…
continue reading
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
…
continue reading
Tresorit's own produced podcast, bringing you biweekly insights on business, security and technology. If you have any questions or feedback, please write to us at [email protected].
…
continue reading
IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
…
continue reading
The Accent Training Podcast is your go-to resource for free American accent training. Learn the American accent for free and strengthen your English communication skills. Listen to Pat, your personal American Accent Trainer, to develop the American accent through daily podcast lessons! Boost your professional skills with a versatile English sound and enhance your spoken English.
…
continue reading
Supercharge your journey to success in the home services industry with insights and actionable content that will transform your business.
…
continue reading
Welcome to Inspiring Salon Professionals, the Podcast that allows every salon professional, whether new or experience, to level up, build their business and career and reach for their dreams. Inspiring Salon Professionals is a blend of host, Sue Davies, covering different topical subjects within the salon industry and interviews with salon owners, industry leaders and other professionals that can share their knowledge and experience on practical skills, business skills and creating a client ...
…
continue reading
Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
…
continue reading
Welcome to Latino Pro's Podcast, the go-to show for entrepreneurs, law firms, and busy professionals ready to scale smarter with elite virtual talent from Latin America. Each week, we explore how Virtual Assistants—from Paralegals to Medical Scribes, Marketing Experts, and more—are transforming the way businesses operate. Hosted by the LatinoPro team, we deliver quick, actionable episodes packed with real success stories, hiring tips, and productivity hacks to help you delegate better, cut o ...
…
continue reading
Explore the different career paths you can unlock with Salesforce skills. Hear real people talking about their jobs using Salesforce, what skills and qualities will make you successful, and what you can do to get started - including learning for free on trailhead.com.
…
continue reading
Professional and informative technology podcast hosted by service-centric UK Technology Consultancy, Krome Technologies; keeping tech topics engaging, fun, and easy to consume. This podcast has been created to share Krome's knowledge and opinions on the industry hot topics, and the challenges that all businesses are facing. Sessions will cover technology updates, tech challenges, trends, industry changes. Insights and best practices for IT leaders. Krome's experience with client projects. Ho ...
…
continue reading
Owning a small business can be one of the most rewarding and challenging things a person does. Amid an uncertain economy and ever-evolving consumer trends, there is a lot to figure out and navigate to ensure your business thrives. Join hosts Jannese Torres (Yo Quiero Dinero) and Austin Hankwitz (Rate of Return) as they connect with small business owners and hear their stories about managing the ups and downs of starting and growing a small business. Listen to "Mind the Business: Small Busine ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Welcome to the AI Builders Club. Yeah, it’s a podcast, but it’s also a workshop, a group chat, and your new favorite corner of the internet if you’re trying to build quality automations with AI. This isn’t a snake oil “prompts that print money” operation. It’s hands-on agentic workflows, pro tips, and real talk from two cofounders in the trenches building a new no-code automation platform. Each week, Aaron Dignan and Chase Adams take on one real-world mess, like inbox chaos, scrambled meetin ...
…
continue reading

1
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Tersh Blissett & Josh Crouch
Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
…
continue reading
Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
…
continue reading
Welcome to On the Circuit with Three Crowns Marketing's CEO and Founder, Johnny Sandquist, and Director of Digital Media, Brodrick Lothringer. This is a podcast where conversation sparks innovation.
…
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
Being in the construction industry we can sometimes find ourselves going it alone. Tradie Talk is about starting a discussion, sharing stories of failure and triumph, business and life balance, and just down right trade trash.
…
continue reading
Beyond Numbers is a podcast by Xero for accountants and bookkeepers. Here you’ll hear from leaders within some of the accounting industry’s pacesetting firms who will share creative solutions, trials and tribulations, news, views and future predictions on some of the topics pertinent to the accounting industry.
…
continue reading
In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
…
continue reading

1
Skilled and Fulfilled: Marketing Strategy for Service Providers, Coaches, Freelancers | Online Business Growth | Work-Life Balance for Entrepreneurs
Felter Unfiltered
You got into business because you're good at what you do... and now you're stuck marketing a business! If you're tired of out-of-touch advice from big-name educators, you'll love real insights from real people who realistically want to make an income from their business and not run ragged in the process. Hosted by Felter Unfiltered – the designer that non-designer's love!
…
continue reading
Join us as we talk about Digital Operations, AI and Automations. Digital Operations is the discipline of designing, implementation, and educating an organization’s digital tools and processes. It involves bringing together automation, AI, global talent, remote work, and other digital technologies to streamline operations, optimize processes, reduce manual work, improve data quality, maximize knowledge work, and enhance the employee experience. At its core, digital operations digitizes and au ...
…
continue reading
Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
…
continue reading
Cyber Insurance Leaders is dedicated to keeping cyber insurance and security professionals up to date on the latest developments, best practices, and thought leadership from leading voices in the industry. If you’re looking to hear and learn from cyber insurance and security experts, this show is for you. Each episode features an interview with an executive or thought leader, discussing topics like the cyber insurance industry as a whole, international growth, cyber claims, and more.
…
continue reading
Rise Above The Ranks is a real estate podcast hosted by James Harris and David Parnes, dedicated to helping you elevate your game as a real estate agent. Each week, they will take one pressing topic or issue facing real estate agents everywhere and will tell you exactly what you should know about it. An added bonus, they're going to share stories from their experience and give you the advice they wish their younger selves could've heard, so you don't make the same mistakes they made. Stay up ...
…
continue reading

1
312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
24:13
24:13
Play later
Play later
Lists
Like
Liked
24:13By Libby Greiwe
…
continue reading

1
Intonational Training to Ask Questions that Invite Discussion and Engagement ∣ #293
6:44
6:44
Play later
Play later
Lists
Like
Liked
6:44Are you struggling to use your voice to drive real engagement? This essential episode on Intonational Training reveals the precise vocal techniques you need to transform your communication. Learn how to use rising and falling pitch to ask questions that genuinely invite discussion and engagement, making you a more memorable and dynamic speaker. We …
…
continue reading

1
Legal Wellness Made Simple With Danny Karon
22:52
22:52
Play later
Play later
Lists
Like
Liked
22:52Legal issues affect everyone, yet most of us navigate them blindly — until it’s too late. What if you could take control of your legal wellness the same way you manage your finances or health? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Danny Karon, aka “Your Lovable Lawyer,” a seasoned attorney, law professor, and…
…
continue reading

1
Darren Darnborough: The Actor's Secret Weapon – AI for Auditions and Contracts
17:45
17:45
Play later
Play later
Lists
Like
Liked
17:45In this episode of the AI Chronicles podcast, host Kyle James speaks with Darren Darnborough, co-founder of WeAudition, about the integration of AI in the entertainment industry, particularly in the audition process. They discuss how WeAudition provides a platform for actors to connect with scene partners on demand, the challenges of using AI in a …
…
continue reading

1
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
17:08
17:08
Play later
Play later
Lists
Like
Liked
17:08Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions t…
…
continue reading

1
#127 What vertical integration really means?
15:26
15:26
Play later
Play later
Lists
Like
Liked
15:26Ready to grow your business by adding new services? In this episode, Aaron pulls back the curtain on his own costly mistakes and hard-won victories with vertical integration. What are the true costs of growth? Timelines and operational headaches nobody talks about.Learn how to decide when to bring a new service in-house, how to avoid crippling lear…
…
continue reading

1
How to Kick Burnout to the Curb – with David Kubes - 502
31:53
31:53
Play later
Play later
Lists
Like
Liked
31:53Send us a text Shownotes can be found at https://www.profitwithlaw.com/502. “The Hidden Cost of Perfection: How Letting Go Unlocks True Growth” Most law firm owners believe that pushing harder and doing more is the only way to grow—but in reality, perfectionism and burnout are quietly killing their profits. In this powerful conversation, Moshe Amse…
…
continue reading

1
See the Bigger Picture - Tobin Ansel - Optometrists Building Empires - Episode # 061
37:42
37:42
Play later
Play later
Lists
Like
Liked
37:42In this episode of Optometrists Building Empires, Ankit Patel sits down with Dr. Tobin Ansel, optometrist and co-owner of Metuchen Vision and Somerset Eyecare. From his early passion for optometry, sparked by ortho-k lenses, to growing two thriving practices with a third on the way, Dr. Ansel shares how myopia management became the cornerstone of h…
…
continue reading

1
#335 Live Q&A with Jonathan: No Slides, Just Straight Talk
35:05
35:05
Play later
Play later
Lists
Like
Liked
35:05This week, we take you behind the scenes of one of Jonathan Jay’s exclusive Zoom coffee mornings — a live, unscripted Q&A session where aspiring business buyers put their real-world questions directly to one of the UK’s most experienced dealmakers. No slides. No fluff. Just straight-talking, practical answers from Jonathan on everything from compan…
…
continue reading

1
The Power of Coaching: Why Everyone Needs a Mentor with Lady Jen Du Plessis
24:21
24:21
Play later
Play later
Lists
Like
Liked
24:21In this episode, Lady Jen Du Plessis explores the transformative power of having a coach or mentor, sharing personal stories and practical insights from her own journey. Discover why accountability, outside perspective, and tailored guidance are essential for accelerating your growth and overcoming business challenges. Whether you’re new to coachin…
…
continue reading

1
Emerging Technology and Generative AI Forum: Agentic AI in professional services
31:26
31:26
Play later
Play later
Lists
Like
Liked
31:26Haven't heard of agentic AI? You probably will soon, as it's already beginning to be integrated into professional services software across the board. Coming off of the Thomson Reuters Institute’s Emerging Technology and Generative AI Forum, conference speaker Joe Kendall, the AI Director of Product Management at law firm DLA Piper, breaks down how …
…
continue reading

1
The Patent-Backed Home Guardian Tech to Expose Efficiency Myths & Reduce Costs with Keith E. Flores
45:50
45:50
Play later
Play later
Lists
Like
Liked
45:50Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! https://www.servicebusinessmastery.com In this episode of the Service Business Mas…
…
continue reading

1
Andy Crestodina: Beyond Efficiency — Using AI to Uncover Hidden Gaps and Skyrocket Conversion Rates
19:04
19:04
Play later
Play later
Lists
Like
Liked
19:04In this episode of the AI Chronicles podcast, host Kyle James speaks with Andy Crestodina, co-founder and CMO of Orbit Media Studios, about the integration of AI in digital marketing. They discuss the evolution of Orbit Media, the impact of AI on SEO and marketing strategies, and how businesses can effectively implement AI to improve their processe…
…
continue reading

1
Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
20:44
20:44
Play later
Play later
Lists
Like
Liked
20:44This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial Planning, to dig into one of the most pressing issues facing advisers and their clients today: people simply aren’t saving enough for retirement. Bowmore’s latest analysis reveals that many clients, even those in their 40s and 50s…
…
continue reading

1
Ed Nabrotzky, CEO and Co-Founder, Dot Ai – Connecting the Dots: How asset intelligence can boost efficiency and productivity
28:24
28:24
Play later
Play later
Lists
Like
Liked
28:24When you're running a large industrial operation, tracking all of the elements of your process to know where they are and what they're doing in real-time, can be a huge challenge. Today, we're spotlighting a company whose revolutionary platform can help solve that problem. Ed Nabrotzky is the CEO and co-founder of Dot Ai, a company specializing in …
…
continue reading
Dr. David Rea discusses his research on fairness and efficiency to help solve real-world problems. Learn more about David Rea Read more of David's Research Read David's paper: "Equality, Equity, and Profit: Exploring Fairness-Performance Trade-Offs in Allocation Models"
…
continue reading

1
#383: What Are You Willing to Give Up to Grow Your Freelance Business?
16:42
16:42
Play later
Play later
Lists
Like
Liked
16:42By Brian Hood
…
continue reading

1
Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence” with Lisa Brown
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00
…
continue reading

1
From Adversity to Advocacy: Cary Carbonaro’s Journey in Wealth Management
44:31
44:31
Play later
Play later
Lists
Like
Liked
44:31By Model FA
…
continue reading
By Rabihah Butler
…
continue reading

1
NI&P Podcast #17: Are advisers missing the trick when it comes to Insurance & Protection? With The Exeter’s Jamie Page
19:34
19:34
Play later
Play later
Lists
Like
Liked
19:34The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across the UK – protection. In this episode, hosts Sue Whitbread and Meg Bratley are joined by The Exeter’s Head of Protection Distribution, Jamie Page. Jamie explains why certain groups continue to be left behind when it…
…
continue reading

1
Erich Archer: Beyond Cameras — How AI Is Unlocking New Creative Frontiers in Storytelling
18:11
18:11
Play later
Play later
Lists
Like
Liked
18:11In this episode of the AI Chronicles podcast, host Kyle James interviews Erich Archer, founder of CGA Creative and executive director of 1623 Studios. They discuss how AI is transforming media production, particularly through generative content. Erich shares his journey from traditional media to embracing AI tools, detailing his experience creating…
…
continue reading

1
Episode 17: Leading with Equity: Howard Ross on the Future of DEI, Bias, and Business Value
1:09:21
1:09:21
Play later
Play later
Lists
Like
Liked
1:09:21In this episode of Inside CVC, we sit down with Howard Ross—author, consultant, and one of the nation’s preeminent thought leaders on unconscious bias and organizational change. Howard brings a candid, historical, and forward-looking perspective on diversity, equity, and inclusion (DEI) at a time when the topic is both urgent and contested. Listene…
…
continue reading

1
The Power of Connection: Prudential’s Blueprint to Black Wealth in Action
16:32
16:32
Play later
Play later
Lists
Like
Liked
16:32Looking for ways to build stronger client connections while addressing wealth gaps? In this episode, we delve into Prudential’s Blueprints to Black Wealth initiative and its impact in the industry. Crump's Sales Director, Jill Coyne, talks with Keita Cline, Prudential's Vice President of Business Development and Market Expansion. They share insight…
…
continue reading

1
The Hidden Cost of Staying in a Career That’s Draining You With Rachel Spekman
24:16
24:16
Play later
Play later
Lists
Like
Liked
24:16Many professionals push through unfulfilling careers, but at what hidden cost to their lives, goals, and well-being? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Rachel Spekman, founder of Made for More Coaching. Rachel is a veteran coach who helps professionals who feel unfulfilled by their careers identify and tap…
…
continue reading

1
311: 3 Thanksgiving Ideas for a WOW Client Experience!
15:50
15:50
Play later
Play later
Lists
Like
Liked
15:50Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedul…
…
continue reading

1
Ricardo Ghekiere: From $1 to $3 Million — The Unconventional AI Acquisition That Shocked the Industry
20:28
20:28
Play later
Play later
Lists
Like
Liked
20:28In this episode of the AI Chronicles podcast, host Kyle James interviews Ricardo Ghekiere, CEO and co-founder of BetterPic, an AI-driven professional headshot imagery company. They discuss the journey of founding BetterPic, the challenges faced in the early stages, and the pivotal moments that led to its success. Ricardo shares insights on the impo…
…
continue reading

1
OBBBA Unlocked: Timely Opportunities for Life Insurance Planning
19:24
19:24
Play later
Play later
Lists
Like
Liked
19:24If you’ve been asking, “What now?” after the OBBBA, this episode provides the strategies to help clients move forward with clarity and confidence. Senior VP of Crump Advanced Sales, Carly Brooks, joins us to dig into the planning opportunities, like dynasty trusts, ILITs, grantor vs. non-grantor strategies, and the evolving role of life insurance i…
…
continue reading

1
#126 How to scale a $10M sign business? with David Goodson
54:57
54:57
Play later
Play later
Lists
Like
Liked
54:57In this interview, Aaron sits down with David Goodson, CEO of Impact, to unpack how he grew his company from a garage startup into a $10M operation with 50+ people and a 70,000 sq. ft. facility. David shares his philosophy on leadership, why culture always comes before profits, and how designing efficient workflows and empowering people has shaped …
…
continue reading

1
What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
30:29
30:29
Play later
Play later
Lists
Like
Liked
30:29In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they’d say if they could talk directly to money—and what money might say back. For full show notes, see kitces.com and thesocietyofadvice.com.
…
continue reading

1
The Most Powerful Way to Grow Your Firm - with Eli Natoli - 501
39:08
39:08
Play later
Play later
Lists
Like
Liked
39:08Send us a text Shownotes can be found at https://www.profitwithlaw.com/501. On this episode of the Profit with Law Podcast, host Moshe Amsel sits down with marketing strategist and author Eli Natoli to explore why most law firm marketing falls flat — and what to do instead. Eli shares her Service First framework, revealing how emotional resonance, …
…
continue reading

1
The Untold Truth About Agency Growth: Why Small Teams Beat Giant Competitors
34:02
34:02
Play later
Play later
Lists
Like
Liked
34:02From Oracle Sales to Digital Product Pioneer: Building a Sustainable Tech Agency in the Mobile Era.In this episode of How I Grew This, host Adam speaks with Robert Armstrong, Co-Founder and CEO of Appstem, about his 15-year journey building a successful digital product agency from the early days of mobile apps to today's AI-driven landscape, alongs…
…
continue reading

1
The Power of Focus - Sairah & Sana Malik - Optometrists Building Empires - Episode # 060
38:41
38:41
Play later
Play later
Lists
Like
Liked
38:41What does it take to turn a shared passion into a thriving specialty practice? In this episode of Optometrists Building Empires, Ankit Patel sits down with sisters Dr. Sana Malik and Dr. Sairah Malik, co-owners of Pro-Optix Optometry & Dry Eye Center in Houston. Together, they share how choosing a specialty, investing in technology, and building a …
…
continue reading

1
Mortgage Market Predictions and Strategic Advice with Phil Crescenzo, Jr.
42:07
42:07
Play later
Play later
Lists
Like
Liked
42:07Join us as we delve into an insightful discussion with Phill Crescenzo Jr., a top mortgage producer with over 20 years of experience. Phill shares his perspectives on the current market, the impact of recent interest rate changes, and strategies for thriving in the mortgage business amidst uncertainties. ______________________ Connect with Lady Jen…
…
continue reading

1
#125 Design for museums to airports with Annabel from SEGD
39:59
39:59
Play later
Play later
Lists
Like
Liked
39:59In this interview, Aaron sits down with Annabel from SEGD to explorehow design goes far beyond what we see—it shapes how we feel, move, and remember experiences. From the World War II Museum to Olympic exhibits and even the way airports are designed, Annabel shares how thoughtful design and signage transform ordinary spaces into immersive journeys.…
…
continue reading

1
How Service Businesses Lose Millions from Missed Calls and Recover Revenue with AI - Paul C. Cebulak
51:50
51:50
Play later
Play later
Lists
Like
Liked
51:50Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! http://www.servicebusinessmastery.com In this episode of the Service Business Mast…
…
continue reading

1
Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
17:57
17:57
Play later
Play later
Lists
Like
Liked
17:57This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers. For years, they’ve been a bit of a nightmare. Slow processes, endless paperwork, frustrated clients… we’ve all heard the stories. But are those days finally behind us, or is there still work to be done? Sue Whitbread, Editor here at IFA Magazine, an…
…
continue reading

1
Choon Lee: Derivative AI — The Unsung Hero of Enterprise Innovation
19:25
19:25
Play later
Play later
Lists
Like
Liked
19:25In this episode of AI Chronicles, host Kyle James interviews Choon Lee, CEO of Abstra, about the integration of AI in the commercial real estate industry. Choon shares his journey into AI, the challenges of implementing AI solutions, and the importance of accuracy in AI applications. He distinguishes between generative, derivative, and analytical A…
…
continue reading

1
George Tomeski, CEO, Helfie.ai – Paging Dr. iPhone: Using AI to help you take control of your health
28:02
28:02
Play later
Play later
Lists
Like
Liked
28:02Summary: In today's medical system, getting a proper diagnosis and course of treatment can take ages, with potentially disastrous consequences for your health. Today, we're spotlighting a company that's trying to change that paradigm, using the power of AI. George Tomeski is the CEO of Helfie.ai, a company whose platform will allow you to assess a …
…
continue reading

1
What is the real-world impact of Suspicious Activity Reports today?
24:42
24:42
Play later
Play later
Lists
Like
Liked
24:42In the latest episode of the Thomson Reuters Institute’s (TRI) Clarity podcast, we speak to Ruth Kruse, a financial services compliance veteran and BSA officer for Southwest Heritage Bank, for a sharp, no‑nonsense dive into why the quality of Suspicious Activity Reports (SARs) matters more than the raw volume of filings. From the surge in filings t…
…
continue reading

1
How Delegation Helps You Zoom Out and Think Like a CEO
6:06
6:06
Play later
Play later
Lists
Like
Liked
6:06In this episode of Strategy Solutions, Sam explains the importance of delegation for business owners and consultants. By effectively delegating tasks, you can reduce chaos, improve processes, and free up mental space, allowing you to focus on creative and strategic thinking. Sam also offers resources and personalized strategies to help you begin th…
…
continue reading

1
Ep 457: Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy with Larry Sprung
1:30:00
1:30:00
Play later
Play later
Lists
Like
Liked
1:30:00While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Fina…
…
continue reading

1
#382: The Top 5 Ways Freelancers Land Clients (And What Actually Works)
33:09
33:09
Play later
Play later
Lists
Like
Liked
33:09If you've ever thought to yourself, "I need more clients, please God, rain them down out of the sky" - I'm probably gonna piss you off today. Hopefully in a good way. Some numbers I found interesting and concerning: 68% of freelancers rely on passive methods to get clients. 58% said client acquisition was their number one challenge. 🤨 Hmmmm…I wonde…
…
continue reading

1
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
36:30
36:30
Play later
Play later
Lists
Like
Liked
36:30Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and…
…
continue reading

1
The Most Human Metric in Operations: Layla Pomper’s Death List KPI
38:13
38:13
Play later
Play later
Lists
Like
Liked
38:13What if your most important KPI wasn’t about revenue, leads, or efficiency—but about people? In this episode, operations strategist Layla Pomper shares the story of her Death List KPI: a surprisingly human metric born out of emergency planning that reshaped her entire approach to resilience. What started as a morbid exercise—writing down who her pa…
…
continue reading

1
Catharine O'Leary: Turning Client Feedback into Scalable AI-Powered Growth
16:25
16:25
Play later
Play later
Lists
Like
Liked
16:25In this episode of the AI Chronicles podcast, host Kyle James interviews Catharine O'Leary, founder of the Client Intelligence Agency. They discuss how AI is transforming market research and client engagement, emphasizing the importance of asking the right questions to understand client needs. Catharine shares her journey from corporate market rese…
…
continue reading

1
When Lawyers Become Targets: Protecting Law Firms from Scams and Fraud
52:50
52:50
Play later
Play later
Lists
Like
Liked
52:50Attorneys and law firms are increasingly being targeted by sophisticated scams, including phishing schemes, fraudulent check scams, wire fraud, and even identity theft. These scams can cause devastating financial losses, erode client trust, and damage professional reputations. In today’s episode host Jamie Moore welcomes Steve Weisman, lawyer and n…
…
continue reading