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Client Efficiency Podcasts

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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!
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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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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.
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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 ...
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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.
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Web Pro Savvy

Cathy Sirvatka

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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 ...
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Clarity

Thomson Reuters Institute Insights podcast

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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.
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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!
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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 ...
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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 ...
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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.
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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 ...
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BAMcast

Joel J Kelly

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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.
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New Little Life Podcast

Allison Tolman, LPN, IBCLC, ICCE

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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 ...
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Working Phase

Andreana Mabry, Show Up Training, LLC.

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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!
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Mortgage Lending Mastery

Lady Jen Du Plessis: Coach, International Speaker, Best Selling Author

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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 ...
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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.
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The Brighthouse Financial Insights Panel

The Brighthouse Financial Insights Panel

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“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 “ ...
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Crump Insights

Crump Life Insurance Services

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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.
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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 ...
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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.
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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 ...
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IFA Talk

IFA Magazine

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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.
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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.
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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 ...
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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 ...
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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 ...
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Krome Cast: Tech-IT-Out

Krome Technologies

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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 ...
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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 ...
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The AC Method

Aaron Clippinger

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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 ...
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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 ...
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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!
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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.
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On the Circuit

Three Crowns Marketing

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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.
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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 ...
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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.
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Beyond Numbers by Xero

Xero / Bird Lime Media

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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.
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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 ...
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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!
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Digital Operations

Michael Greenberg and Brandon White

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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 ...
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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 ...
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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.
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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 ...
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Are 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 …
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Legal 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…
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In 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 …
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Ever 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…
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Ready 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…
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Send 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…
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In 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…
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This 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…
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In 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…
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Haven'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 …
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Learn 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…
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In 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…
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This 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…
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When 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 …
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The 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…
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In 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…
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In 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…
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Looking 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…
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Many 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…
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Looking 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…
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In 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…
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If 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…
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In 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 …
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Send 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, …
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From 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…
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What 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 …
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Join 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…
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In 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.…
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Learn 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…
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This 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…
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In 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…
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Summary: 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 …
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In 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…
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In 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…
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While 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…
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If 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…
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Getting 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…
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What 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…
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In 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…
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Attorneys 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…
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