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Client Relationships Podcasts

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"Top 100 Small Business Podcasts 2014" -- Small Biz Trends. Former Clinton White House Writer John Corcoran shows you how to build relationships intelligently to get more clients, grow your income and advance your career. Discover how you can use win-win networking and intentional relationship-building with Influencers and VIPs, even if you "hate networking" or feel like you have "nothing to offer" people who are successful. Interviews with today's top entrepreneurs and authors such as Dan P ...
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Pocket Watching with JT

Jayson Thornton, CFP

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Financial Q&A Show - Financial Advisor Jayson Thornton, CFP - REACTS to your Money Questions *Disclaimer* Financial Coaching during the podcast is NOT personal investment advice, No CFP-Client relationship is established by submitting a question to the show. https://www.pocketwatcher.net [email protected] ALL CONTENT OWNED & PRODUCED BY POCKET WATCHER LLC
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Conversations with Dr. Renee

C. Renee Greer MA LPC-S PhD(C)

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Step into Renee Greer's office and listen as individuals anonymously discuss experiences as a client, relationship issues, and real-life problems. It's also a place to be authentic, to be heard, and to be empowered. So let's do it, Let's have the conversation...
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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
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Unlocking the Law with Brandon Grysko pulls back the curtain on real-world legal stories that business owners don't hear until it's too late. Blending engaging true cases, hard-earned lessons, and candid legal insight to help business owners, CEOs, and executive directors avoid costly mistakes. Join us every episode as Brandon unpacks the "how" and "why" behind legal pitfalls that can derail a company. Disclaimer: This podcast is for informational and educational purposes only and should not ...
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ContactTV

Lesley Mitchell-Clarke

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In early 2011, Lesley Mitchell-Clarke and Wes Roberts, after an initial practitioner-client relationship, and following a growing friendship, created CONTACT, a weekly BlogTalkRadio show. For almost six years, up to early 2016, they interviewed guests from all UFO, spiritual, hypnosis, healing, psychic, and other fascinating walks of life. Their guests included Nuclear Physicist Stanton Friedman, TV personality Jason Martell, investigator and author Dr. Barry Taff (of "The Entity" fame), and ...
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Bernitsas Law Podcast

Bernitsas Law Firm

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Bernitsas Law is a market leader in the provision of commercial law services in Greece and one of the largest firms in the country. Our experts cover critical issues and emerging trends impacting businesses today. This Podcast is intended to provide general information and is not meant to constitute a comprehensive analysis of the matters set out herein or to be relied upon as legal advice. It is not meant to create a lawyer‐client relationship. Legal and other professional advice should be ...
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I'm a reproductive & integrative psychiatrist here to help you make sense of the complex world of women's mental health. If your goal is to improve your emotional well-being, find fulfillment, and feel like your best self, you're in the right place. My podcast will help you gain awareness & education on key topics in women's mental health & steer you towards actionable advice based on integrative mental health treatment approaches. Please note that while Anna Glezer, MD is a clinical doctor, ...
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The UKSCA is the Professional Body for Strength and Conditioning in the UK and we believe in giving people the opportunity to become healthier through physical activity. Whilst the UKSCA’s roots and future are firmly set within the world of elite sport, we have an opportunity to take our knowledge and expertise and broaden our reach outside of this marketplace. Everyone in the population can benefit from the language of Strength and Conditioning and we have a responsibility to share this mes ...
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The Podium and Panel Podcast

Dan Cotter and Pat Eckler

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Each podcast episode, Pat Eckler and Dan Cotter will cover several oral arguments and decisions in civil matters at the Illinois Appellate Court and Illinois Supreme Court, with the occasional coverage of SCOTUS and other appellate courts. The purpose of the podcast is to inform of developments that may affect business and are not to be considered legal advice. They do not create a lawyer-client relationship. Information on previous case results do not guarantee a similar future result. The ...
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The Texas Family Lawyer Podcast tells you everything you need to know to be successful in your Texas #divorce, child custody, or family law matter. Join Alex Hunt, Managing Attorney of Hunt Law Firm, a leading law firm serving the Greater Houston area with its principal office in Katy, TX. You'll hear from attorneys and experts about the way the law really works, war stories from the trenches of Texas divorce courts, and tips from some of the most respected voices in the field. This podcast ...
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Law Have Mercy!

Chaz Roberts

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Law Have Mercy! isn’t just about the law anymore—it’s about life, business, health, and everything that sparks curiosity. Join Personal Injury Attorney Chaz Roberts as he dives into candid conversations that mix legal insights with lifestyle tips, entrepreneurial wisdom, and personal growth. From breaking down complex legal issues in simple terms to exploring the challenges and triumphs of health, business, and beyond, Chaz brings his unique perspective and passion to every episode. Whether ...
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Pod Therapy

PodTherapy

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An explicit comedy and mental health question & answer show with real therapists. Balanced with equal parts irreverent humor and compassionate sincerity, Pod Therapy answers real people's questions about life, love, mental health, health and everything else every week. Ask your questions anonymously and read our show disclaimers at www.PodTherapy.net.
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Texas Appellate Law Podcast

Todd Smith & Jody Sanders

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Welcome to the Texas Appellate Law Podcast—your backstage pass to the Texas and federal appellate systems. Join your hosts, Texas appellate lawyers Todd Smith and Jody Sanders, as they explore the nuances of appellate advocacy with judges, court staff, leading trial and appellate practitioners, academics, and legal innovators. Whether you're immersed in an appeal or building your trial strategy, each episode delivers practical insights to help you enhance your advocacy skills, strengthen you ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Welcome to the Mark Narrations Reddit Podcast where we cover a whole host of reddit stories. From AITA stories, Revenge stories and Relationship stories. With 2 episodes posted daily weekdays you'll find plenty to listen to. I hope you enjoy your stay! Hosted on Acast. See acast.com/privacy for more information.
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Defending Employers

Lois Law Firm

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This is the audio feed from Lois Law Firm’s popular webinar training series. Every month the Firm’s attorneys present different topics in workers’ compensation. Meant as a 101 level training course, the attorneys present a fresh take on common issues in workers’ compensation defense. Special Reports and Presentations: When emerging legal issues arise that impact employers, Lois Law Firm publishes special presentations. These special events, hosted by attorneys and presented in plain English, ...
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Foreman Law presents the How To Buy And Sell a Business Podcast with hosts Sam Foreman, Business Attorney at Foreman Law, and Jacob Wayman, owner of Orange Theory Fitness in Wichita, Kansas. The goal of the podcast is to educate, equip, and empower you to have a successful deal process whether you are buying or selling a business, or simply want to learn more about what that process is like. Legal topics discussed on this podcast are for general purpose information only. No client attorney r ...
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A weekly micro-lesson for B2B sales teams. In each 5–10 minute episode, we share one practical idea, model or strategy for how you become brilliant at growing sales with integrity. All focused on building trust and delivering real value to your clients. Find more learning at https://www.showinguplearning.com/
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Family Law Talk

Stange Law Firm

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Family Law Talk® with Stange Law Firm, PC on Spreaker. Stange Law Firm, PC is a multi-state divorce and family law firm. To learn more or to schedule an initial consultation, please call 855-805-0595. Please note: The choice of a lawyer is an important decision that should not be based solely upon advertisements. Neither the Supreme Court of Missouri/Illinois nor The Missouri/Illinois Bar reviews or approves certifying organizations or specialist designations. Court rules do not permit us to ...
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Mighty Mike launched PSD back in 2015 when his Process Serving business began to take off. Interviewing some of the top Process Servers from around the world. Now as President and Founder of one of the Largest Companies in California he has set out to Help Smaller companies across the county keep a relationship direct to client and build a sustainable, profitable business that will last a them a lifetime. For more content check out his other podcast. "Mighty Process Server" on all audio plat ...
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When Split Happens is your go-to podcast for navigating the emotional, legal, and financial complexities of divorce and family law. Hosted by Jay Henderlite of Sasso Guerrero & Henderlite, each episode cuts through the confusion with straight talk, expert insight, and real-world stories. Whether you're facing custody battles, property division, alimony, or co-parenting challenges, Jay brings clarity to the process, turning what feels like chaos into actionable next steps. Sasso Guerrero & He ...
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Dive into the minds of the world’s greatest athletes, leaders, thinkers, and doers with Dr. Michael Gervais—a high performance psychologist and world-renowned expert on the relationship between high performance and the mind. Dr. Gervais’s client roster includes Super Bowl winning NFL teams, Fortune 50 CEOs, Olympic medalists, internationally acclaimed artists, and more. On Finding Mastery, Dr. Gervais sits down with the best at what they do, like David Goggins, Brene Brown, Toto Wolff, socce ...
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In the Award-Winning Dishin' Dirt with Gary Pickren, South Carolina Real Estate Commissioner/Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as the NAR Settlement, Clear Cooperation, agent compensation, "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practi ...
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Trust Us: Estate Planning Wisdom

Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman

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Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case. Podcast Legal Disclaimer Wel ...
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What do therapy, 80s and 90s nostalgia, and today’s hottest shows and movies have in common? Tanya Dos Santos and Erin Gray—two licensed psychotherapists with a wicked New England twist—are here to spill the tea and the therapeutic insights. On The Wicked Psychotherapists Podcast, Tanya and Erin dive into the mental health topics that matter most—anxiety, identity, burnout, self-worth, relationships, and resilience—all while connecting them to the TV shows and movies we grew up with and bing ...
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Balance Boldly: Intimacy and Impact in Business

Naketa Ren Thigpen: Balance (and) Relationship Advisor

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Hosted by Dr. Naketa Ren Thigpen, the world’s leading Balance (and) Relationship Advisor, this show invites innovative overachievers™—the impact-driven, high-performing visionaries ready to discover what it truly means to build rich relationships, lead with integrity, and achieve greatness without sacrificing well-being. Each episode delivers boldly intimate conversations, blending embodied wisdom, intuitive strategies, and real-world insights from solo reflections or unfiltered dialogue wit ...
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Divorce, Healthy!

Attorney/Author Ashley-Nicole Russell

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Divorce doesn’t just affect the parents and children involved. From Co-workers and employees to friends, neighbors, and spouses, the toxic fallout of divorce and years of mismanaged conflict can touch us all, all over North Carolina and America, changing the way we approach the world. Veteran Divorce, Child Custody, & Family Law Attorney Ashley-Nicole Russell believes in a better way forward. Drawing on her personal and professional experience, Ashley-Nicole is changing the conversation arou ...
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Daniel Gershburg

Daniel Gershburg

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A NYC real estate attorney who loves what he does. Listening to this podcast does not create an attorney-client relationship. I know, I know, but we have to say it. We really hope you enjoy.
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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents

Coterie Insurance, Simplifying Small Business Insurance

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Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Managing Your Practice

Dimensional Fund Advisors

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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Georgia Legal Q&A

Tyler Moffitt, Attorney

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Here to answer your Georgia legal questions. Call in with your question or email me at [email protected] This does not create an attorney client relationship. While I am answering questions I am not giving you legal advice. Call me if you need help. 762-323-1460
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I Love Coaching Podcast

I Love Coaching Co.

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Welcome to the I Love Coaching Podcast, your go-to source for insight, inspiration, and actionable strategies to take your coaching business and personal growth to the next level. Hosted by founder Adam Roach and integrator Jess Webber, this podcast dives deep into what it truly means to thrive as a coach, entrepreneur, and leader. Created for entrepreneurs who believe in the transformative power of coaching, this podcast is perfect for anyone looking to build, grow, or scale their coaching ...
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Super Politics

Steve and Decatur

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A lawyer and a hip hop producer break down today’s major political questions, discuss what people disagree about and why, and give you all the correct answers. It’s leftist politics and comedy. Full episodes released bi-weekly, usually, hopefully. Support this podcast and access bonus episodes on patreon.com/superpoliticsshow Nothing in this podcast should be taken as legal advice or solicitation of an attorney-client relationship. The host names are pseudonyms. Neither are your lawyer. For ...
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Building Insight

Glaholt Bowles LLP

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Building Insight is Canada’s first construction law podcast, created by the lawyers at Glaholt Bowles LLP. Building Insight features episodes on new legislation, case law, interviews with key figures in the construction industry, and more. The information and views expressed in this podcast are for information purposes only, are not intended to provide legal advice, and do not create a lawyer client relationship. For specific advice, please contact us.
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Immigration Consultant Mitchell Saum discusses Employment-Based visas, green cards, and general immigration to the United States. **Disclaimer: This content does not constitute legal advice and does not establish an attorney-client relationship. I am not an immigration attorney and if you are seeking legal advice, please contact a licensed immigration attorney.
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Gumball Love Podcast

Melissa Roberts

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Ever had a guy ghost you? He's into you and suddenly he pulls away or cheats? Does he leave and come back into your life? This is a Gumball Guy. Gumball Love is attention addiction. Attention is just like a Gumball, temporarily intense and sweet but soon the effect is gone. Guys addicted to the "Gumball" (any flavor of attention), get a high from the excitement, adoration and validation. During this cycle they appear to be falling in love. When the high is gone they pull away, ghost or cheat ...
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The Investor Goddess Network

The Investor Goddess Network

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The One stop shop for all spiritual beings to learn everything finance ! This is not your conventional dull finance podcast!! This is not legal advise . I am certified in Finance and Investments. This is not legal client relationship advise. Support this podcast: https://podcasters.spotify.com/pod/show/investorgoddess/support
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Everything a real estate agent, investor, or prospective homebuyer needs to know about the buying, selling, and closing process in Georgia. Doyle Johnson, a managing attorney with Lueder, Larkin & Hunter, sits down with the area's leading experts and takes you from listing to closing while having some fun along the way. Learn tips and listen to valuable real world stories from the best network of professionals in the business. The information on this podcast relates to Georgia Real Property ...
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John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and run his boutique law firm in the San Francisco Bay Area, catering to small business owners and entrepreneurs. Since 2012, John has be…
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In today's narration of Reddit stories, OP was shocked when her husband moved in his 2 siblings and is unsure if this is divorce worthy or not. 0:00 Intro 0:19 Story 1 2:46 Story 1 Comments 6:45 Story 1 Update 1 10:24 Story 1 Update 2 For more viral Reddit stories, incredible confessions, and the best Reddit tales from across the platform, subscrib…
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Happy Thanksgiving! To help get you through turkey day and the long weekend we've got questions from a listener who wants to hire a professional dominatrix, another who has a friend who gives alcohol to children, and finally a PhD student who is at the end of her rope Join our patreon! Listen ad-free, get the show a day early and enjoy the pre-show…
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The Texas Supreme Court is on the verge of eliminating the practice of requesting merits briefs before granting petitions for review—a change that will fundamentally reshape how the high court handles cases. In this deep dive into Misc. Docket No. 25-9092, hosts Todd Smith and Jody Sanders break down the proposed rule changes, which aim to make the…
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In today's narration of Reddit stories, OP tried to help out their family by giving them low rent costs but somehow they never knew she owned the property. When they found out, they're furious! 0:00 Intro 0:19 Story 1 6:43 Story 1 Comments / OP's Replies 9:42 Story 1 Update 1 16:30 Story 1 Comments 17:22 Story 1 Update 2 21:58 Story 1 Comments For …
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What if the most powerful thing you can do for your health isn’t diet or exercise — but investing in the people you love? Today’s episode is from the Finding Mastery Vault — a timeless conversation with Dr. Robert Waldinger, psychiatrist, Harvard professor, Zen master, and Director of the world’s longest-running scientific study on happiness. In th…
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In this lighthearted, personal episode, Adam Roach and Jess Webber step away from strategies and problem-solving to let listeners get to know them on a deeper level. Through five unscripted questions, they explore their roots, childhood dreams, favorite books, biggest coaching lessons, and what they’re most grateful for as the year winds down. Thei…
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In this episode of When Split Happens, attorney Jay Henderlite of Sasso Guerrero & Henderlite breaks down one of the biggest misconceptions in Florida family law — the belief that mothers automatically get custody. Jay explains how Florida’s custody laws are gender-neutral, how courts apply the “best interests of the child” standard, and why both p…
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From finding the right co-host to building credibility in a specialized field, Jeremy Stanley shares his secrets to building a top podcast. To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. You can also hear more about CRNA topics of interest on Jeremey’s podcast, Beyond the Mask, available anywhere you get …
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In today's narration of Reddit stories, OP's husband has been demanding fancier meals but when op started getting more expensive ingredients husband isn't happy. 0:00 Intro 0:20 Story 1 2:27 Story 1 Comments / OP's Replies 6:15 Story 1 Update 8:09 Story 1 Comments / OP's Replies 9:32 Story 2 16:27 Story 2 Comments / OP's Replies 21:10 Story 2 Updat…
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Host Brandon Grysko is joined by Risk Consultant Kefentse Mandisa for an honest, practical conversation about Employment Practices & Liability Insurance. They discuss what it covers, where employers get burned, how claims actually unfold, and why documentation, early reporting, and risk management matter more than most businesses realize.…
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In today's narration of Reddit stories, OP has a severe allergy to dogs and doesn't want her friends service dog to attend her wedding but friend is not happy about it. 00:00 Intro 00:18 Story 1 u/anotherweddingpost 02:16 Comments 04:37 Update 06:04 Comments 07:20 Story 2 u/bransanon 08:55 Comments 10:48 Update 13:07 Story 3 u/Thr0wAwayFrisbee 15:5…
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In today's narration of Reddit stories, OP is dealing with a co-worker who believes he's an alpha male and decides to send a pic to OP's wife showing he's a real man. 00:00 Intro 00:18 Story 1 u/Legitimate_Coat1002 03:51 Comments 07:38 Update 10:30 Comments 11:48 Story 2 u/Level_Leading9609 17:17 Comments 19:20 Update 21:14 Outro For more viral Red…
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Follow Dan on LinkedIn at linkedin.com/in/cotterdan Follow Pat on LinkedIn athttps://www.linkedin.com/in/donald-patrick-eckler-610290824/ Predictions Sure To Go Wrong: Abraham: Reverse Mitrione: Reverse Tesla: Reverse IL app: https://www.illinoiscourts.gov/courts/appellate-court/oral-argument-audio/ Tesla: https://mycourts.in.gov/arguments/default.…
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In today's narration of Reddit stories, OP's girlfriend tells him that her old affair partner died tragically, OP wasn't too bothered and girlfriend calls OP heartless for being that way about it. 0:00 Intro 0:19 Story 1 2:40 Story 1 Comments / OP's Replies 5:08 Story 1 Update 1 7:29 Story 1 Update 2 8:18 Story 1 Update 3 8:37 Story 1 Update 4 10:1…
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The 9th Annual Bay Area Reproductive Mental Health Conference took place in early November this year and was a wealth of information from experts in the field. In this episode, I share some of the most salient take-aways I had as an attendee. Resources: To learn more about me and my reproductive & integrative psychiatry clinic helping patients acro…
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In today's narration of Reddit stories, OP was disowned by their Mormon family and then found out their Father had passed away and they banned them from attending the funeral. 0:00 Intro 0:19 Story 1 4:31 Story 1 Comments 6:33 Story 1 Update 8:09 Story 1 Comments / OP's Replies 10:32 Story 2 14:41 Story 2 Comments / OP's Replies 17:31 Story 2 Updat…
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Innovation is leading the way but intimacy remains essential. On this episode of Balance Boldly, host Dr. Naketa Ren Thigpen explores the true cost of ambition in today’s fast-changing world. As Dr. Thigpen says, “The world rewards motion. But the overachievers I work with are tired of spinning.” This conversation explains why ambition that costs y…
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In today's narration of Reddit stories, OP is fed up with her boyfriend who has become obsessive about her cats hair in her apartment, even waking her up in the middle of the night about it. 0:00 Intro 0:19 Story 1 2:04 Story 1 Comments 3:32 Story 1 Update 4:53 Story 1 Comments / OP's Replies 6:13 Story 2 9:01 Story 2 Comments / OP's Replies 12:01 …
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Recorded live at the Practice Management Symposium, Dave Butler, Co-CEO of Dimensional Fund Advisors talks with Catherine Williams, Dimensional's Head of Practice Management, about developing and sustaining an organization's mission, vision, and values and why this work matters to advisors. Dave discusses how guiding principles shape culture, decis…
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In today's narration of Reddit stories, OP's girlfriend reads tarot cards, crystal balls etc and told OP that he's going to die within 72 hours and OP thinks she's taking it too far. 0:00 Intro 0:20 Story 1 3:20 Story 1 Comments 4:48 Story 1 Update 7:35 Story 2 13:11 Story 2 Update 19:38 Story 3 26:51 Story 3 Update 1 27:38 Story 3 Update 2 30:37 S…
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Tracey Felicidade Jones is the CEO and Founder of Trace Brand Building, a global branding and marketing agency with operations in South Africa and the United States. With over 20 years of experience in FMCG and pharma, Tracey's leadership has earned her company an impressive client list, helping international brands like Dr. Oetker and Novartis bui…
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This week we have questions from a writer who struggles with accountability vs self compassion, another who has felt stuck in a slump for a long time, and lastly a fellow therapist who's colleague treats Spanish speaking patietns with google translate Join our patreon! Listen ad-free, get the show a day early and enjoy the pre-show hang out on the …
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In today's narration of Reddit stories, OP's Dad decided to pass on the family business to OP's older brother as he's the eldest and most experienced and offered nothing to OP. OP is then given a golden opportunity, should he take it? 0:00 Intro 0:19 Story 1 3:38 Story 1 Comments / OP's Replies 8:50 Story 1 Update 11:13 Story 1 Comments / OP's Repl…
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Send us a text I have been saying since the settlement that broker-to-broker compensation is a broken model. Tony Nalley of ERA Wilder Realty joins me today to discuss how they moved away from broker-to-broker compensation. Tony tells us why they made the move, how it was rolled out to the agents and how it has been a positive for the brokerage's a…
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At the UKSCA Annual Conference 2025, panel guests explored how talent pathways have shifted post-COVID — from earlier debuts to better growth-and-maturation practice, smarter load management, and the importance of coach/parent education and NGB–club alignment. Hosted by Andy Boyd (UKSCA Chair), the discussion spotlighted recruitment, IDPs and build…
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Join Sam Foreman and Jacob Wayman in this episode of How To Buy & Sell A Business Successfully and welcome guest Caleb Edelman, a small business owner who bought his first company without prior industry experience. He transitioned from a corporate role into entrepreneurship through acquisition. Get insights into what it’s really like to step into a…
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In today's narration of Reddit stories, OP thinks that her boyfriend is proposing today but is not 100% sure. Plus a wild butter story.... 0:00 Intro 0:19 Story 1 9:06 Story 1 Comments / OP's Reply 9:32 Story 1 Update 10:23 Story 1 Comments / OP's Reply 10:58 Story 2 15:05 Story 2 Comments 16:31 Story 2 Update 18:13 Story 3 20:22 Story 2 Comments F…
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In today's narration of Reddit stories, OP is wondering if he's overreacting for breaking up with his fiancee when she refuses to take his last name and she won't let him have hers when married. 0:00 Intro 0:20 Story 1 3:18 Story 1 Comments / OP's Replies 7:06 Story 1 Update 1 10:50 Story 1 Comment 11:53 Story 1 Update 2 16:21 Story 2 20:01 Story 2…
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Most advisors think they’re personalizing portfolios. But what does that actually look like in practice? In this episode, Kelsey McKenna and Zach Conway talk about how to turn investment expertise into a repeatable process that still feels personal. They walk through what true personalization looks like, how to communicate trade-offs clearly, and w…
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