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CAS Minute

Roman Villard, CPA

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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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Are you a clinician looking to find the balance between providing compassionate client care and business agility for your mental health practice? Tune in for all things YOU need to know to start or grow your practice and better serve clients across the board. Topics range from back-office fundamentals, professional networking and teletherapy to current brain science modalities, LGBTQ inclusion and more. Join your host, Margo Jacquot, PsyD, a long time veteran and business owner of The Junipe ...
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Beyond The Mirror

Adrienne Varga and Jodie Fielden

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Welcome to "Beyond the Mirror," your go-to podcast for business insights in the hair, skin, beauty, and wellness industry. Hosted by Adrienne Varga and Jodie Fielden, we're your guides on a deep dive into these dynamic sectors. Discover industry secrets, actionable strategies, and inspiring success stories that drive business growth. From essential business tips and effective marketing hacks to crafting exceptional client experiences and staying updated on industry trends, we leave no topic ...
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Systems Rehab | Client Experience Systems for Service Providers

Kenniqua Lewter - Client Experience Systems Strategist

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You’re incredible at what you do. Clients rave about your work. But behind the scenes? That’s where things get messy. Onboarding feels clunky, communication slips through the cracks, retention isn’t where it could be, and your systems don’t fully support the experience you want your clients to have. Welcome to Systems Rehab, the podcast where we fix the messy back end and transform it into a streamlined, revenue-driving, retention-boosting client experience. Hosted by Client Experience Syste ...
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Breaking BizDev

John Tyreman & Mark Wainwright

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What does "business development" mean anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscri ...
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Shares

The American College of Financial Services

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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
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Leaders of the Ledger

CPA Practice Advisor

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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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Tips and tech for Canadian professionals in solo private practice. Explore proven strategies to attract ideal clients, reduce admin overhead, protect client privacy, and foster sustainable growth. All without leaning on aggressive marketing and hustle-culture tactics. Join host Greg Mount on the quest for a calm, more organized business in a chaotic, digital world.
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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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Customer Service Speakers in Ireland

Risk and Resilience Speakers

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P.Speakers, a leading global speaker agency, offers access to highly experienced customer service speakers in Ireland who help businesses transform their client interactions and deliver exceptional service. These speakers bring decades of industry knowledge, practical strategies, and inspiring insights tailored to diverse audiences, from corporate teams to industry conferences. The experts represented by P.Speakers have worked with top Irish and international organizations to improve custome ...
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If you’re ready to stop being the industry’s best-kept secret, The Authority Builder Podcast is for you. Hosted by Charlotte Ellis Maldari, founder of Kaffeen, this show is packed with client-attracting strategies for service-based business owners who want to lead with expertise and grow with ease. Whether you’re refining your message, launching a lead magnet, or finally writing that book—this podcast will help you turn your brilliance into booked-out business, one smart move at a time.
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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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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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Brought to you by Arken Legal, this podcast explores the evolving world of legal and estate planning through expert interviews, industry insights, and real-world conversations. From digital transformation and AI to flexible working and future skills, we unpack the trends shaping the profession and what they mean for the people in it.
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Welcome to The Intangible Brand, where we explore the connection between employee experience and client experience, and the hidden forces that make brands stick. Each episode offers practical insights and inspiration for building a brand people are proud to work for — and eager to work with. The Intangible Brand is brought to you by Cline and TOKY. Say [email protected]
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Hosted by Accenture CISO Kris Burkhardt, the InfoSec Beat podcast is intended for cybersecurity and information security executives, and dives into current trends and tactics. In each episode, Kris and Accenture colleagues from InfoSec, IT and go-to-market teams discuss what it takes to keep client, business partner and enterprise data secure.
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Welcome to Digital Dominance, the podcast that empowers service-based business owners to stop struggling and start thriving online. If you run a medical clinic, plumbing company, or any service business and feel overwhelmed by SEO, websites, and digital marketing, you’re in the right place. Each week, we deliver practical, hands-on strategies designed to help you: Attract more local clients who are ready to buy Boost your online visibility without confusing jargon Build a website and marketi ...
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Heart-leading health and wellness entrepreneurs, we've got your back. The Conscious Counsel Podcast is the go-to business growth and legal resource for practitioners, solopreneurs, and small businesses committed to making an impact and spreading love and wellness into the world. Law meets heart. Hosted by Cory Sterling, this podcast shares real stories, practical insights, and legal wisdom for wellness entrepreneurs, fitness professionals, and heart-led business owners. Whether you’re scalin ...
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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
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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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Want to learn how our top PMs handle complex projects? Join Camila Peralta for an inside look at how Flowium's project managers approach their craft. This podcast gives you a front-row seat to the conversations that shape our work culture and methodology. Each episode reveals the strategies, tools, and mindsets that drive successful project outcomes. Tune in on the First Tuesday Monthly to master the art of project management—one conversation at a time. Your clients deserve excellence. This ...
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Are you a coach, consultant, or expert, struggling to generate consistent leads, make more sales, and earn more income? Are you tired of wasting your time on old and outdated marketing strategies that just don’t work? Do you spend hours and hours creating content that doesn’t attract paying clients let alone build an audience? Are you starting to think that building a coaching business just might not be for you? Well, if you answered YES to any of those questions, you’re in the right place. ...
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All Things MSP

Justin Esgar and Eric Anthony

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Join hosts Justin Esgar and Eric Anthony as they discuss weekly the many facets of the IT services business and have some fun along the way. There will also be a steady flow of guests to provide their unique insights into the topic of the week.
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Tune in each week as Diana Lidstone shares business strategies, tips, and resources so you can work less and profit more. This business podcast is for established business owners who want to stop being the Chief Everything Officers ... but still want to make more money! The truth is....business owners who earn 10x more DO NOT work 10x harder. Diana coaches her clients to go from low 6-figures to 7-figures and beyond using her results-driven framework. Whether you're a financial advisor, lawy ...
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Benefits Like a Boss Podcast

Nonstop Administration and Insurance Services, Inc.

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Cold sweats, white knuckles, and big decisions. Leadership is about more than crunching budget numbers, creating company memos, and motivational speaking. True leadership arises when the stakes are high, facing the unknown, and when crisis is around the corner. These decisions have the power to change the personal and professional lives of those that count on you. Have you ever wondered what keeps other leaders like yourself up at night? Join us to hear leadership stories of impact and chang ...
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Welcome to Standing On Service! Here we uncover the best possible ways of service. A show that enables listeners to learn and grow their business with insight and knowledge. Listen to business owners, leaders, professionals, and people on the front line of service talk about their experiences, and strategies to give excellent service.
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In The Accepted Authority, Greg Roworth discusses how owners of consulting firms can generate a predictable flow of premium opportunities to grow their business. Each weekly show features a lively discussion of a common growth challenge, covering strategies, tools, mistakes and how Greg has achieved results with clients or in their own business. Always useful, entertaining, and never more than 20 minutes. Sponsored by Business Flightpath.
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Discussion about various business models that require minimal initial investment and can potentially lead to significant income, often starting as labor-intensive personal services. It explores examples like pet sitting, lawn care, and handyman services, highlighting how these can grow from small-scale efforts to substantial earnings through client acquisition and efficiency.
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Insights into the world of professional services marketing, presented by Frank Lippert and Deirdre Gilmore. The professional services industry is an increasingly competitive one – your firm needs to stand out from the pack, so a marketing strategy can no longer be an afterthought.
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Welcome to The Delighted Customers Podcast — your go-to resource for practical insights and thought leadership in leadership, change management, and customer experience. Ranked among Apple’s Top 20 in U.S. Management and featured in Forbes, we deliver expert tips and inspiring stories to help you lead with impact and drive meaningful change.
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Womble Perspectives

Womble Bond Dickinson

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Welcome to Womble Perspectives, where we explore a wide range of topics from the latest legal updates to industry trends to the business of law. Our team of lawyers, professionals and occasional outside guests will take you through the most pressing issues facing businesses today and provide practical and actionable advice to help you navigate the ever-changing legal landscape. With a focus on innovation, collaboration and client service, we are committed to delivering exceptional value to o ...
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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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My name is Jena Castro-Casbon, MS CCC-SLP (of The Independent Clinician and The Private Practice Solution). I am part of a group of private practitioners who have taken client care into our own hands. We are skilled clinicians who pride ourselves on providing high-quality care to our clients and their families. We are fighting against productivity requirements, administrative red tape and unnecessary restrictions. We started our own private practices to take control of our professional and p ...
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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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Presentations from the Service Design 2012 conference, held in Melbourne, Australia, May 2012. Service Design 2012 was a single day, single track conference, all about designing services for people and organisations. It was held on May 4 2012, in Melbourne, Australia.
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The Content Byte

Rachel Smith and Lynne Testoni

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Hosts Rachel Smith (from Rachel's List) and journalist and content writer Lynne Testoni are serving up weekly short bites of advice, tips and strategies, plus special guests, for freelancers who make a living from using their words. We're shooting for 15-minute episodes, but can't promise anything because we can both talk the leg off a chair.
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The Uncharted Veterinary Podcast

Uncharted Veterinary Community

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The Uncharted Veterinary Podcast is for veterinary professionals who want to ace the tough parts of practice that happen daily but don't get discussed. We'll cover topics like how to manage workplace conflict, take exceptional care of pets and people, convince pet owners to follow your advice, have difficult money conversations, survive toxic co-workers and much more. If you want to up your communication, efficiency, management, or marketing skills so you can get more success and enjoyment f ...
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Creative Agency Account Manager Podcast

Jenny Plant - Account Management Skills Ltd

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This podcast is for you if you are managing day to day client relationships in a creative agency. The aim of the podcast is to share insights and tips to help you add more value to the client's business, strengthen your relationships with your clients, develop your skills in account management and grow your agency's business.
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🎙️ From Keywords to Connections – The Podcast for Therapists & Private Practice Owners Looking to Grow with SEO 🚀 If you’re a therapist, private practice owner, or wellness professional looking to expand your online presence without getting lost in the complexities of SEO, you’re in the right place! Hosted by Mary Walker, small business owner with a Master’s in Psychology and a Master’s in Marketing, and Winnie Youger-Rash, VP of SEO Services with a Bachelor’s in Psychology, this podcast ble ...
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Hi, I am Carole T. the host of The Customer Service Therapy Podcast! You can also find me on Youtube as The Burned-Out Bee: https://bit.ly/3CL6onR As a former customer support representative, I share my own experience, both personal and professional. Sometimes on my own and sometimes with guests. Together, we discuss various Customer Service hot topics from the agents' perspectives. It is done with NO filters and NO bs#! Just some necessary realness shared with fun, humor, empathy, and respect.
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In this episode of the Systems Rehab Podcast, I’m joined by Carli LeBlanc, CEO of CD Creative Co., a content creation agency helping women entrepreneurs batch their monthly content in just one day. Carli shares her journey from documenting her undergrad life to building a content business while balancing a full-time job and family life. We dive int…
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When wealthy pet owners happily spend on designer collars and gourmet treats but refuse essential veterinary care, the frustration for veterinary teams runs deep. In this episode of the Uncharted Veterinary Podcast, Dr. Andy Roark and Stephanie Goss unpack why affluent clients decline services, how this impacts team morale, and what strategies can …
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Summary In this conversation, Jeffro and Christian Ray Flores explore the significance of personal branding for service business owners. They discuss how personal stories can be leveraged as powerful business assets, the importance of authenticity in branding, and the integration of personal experiences into a unique brand identity. The discussion …
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P.Speakers, a leading global speaker agency, offers access to highly experienced customer service speakers in Ireland who help businesses transform their client interactions and deliver exceptional service. These speakers bring decades of industry knowledge, practical strategies, and inspiring insights tailored to diverse audiences, from corporate …
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Client experience is more than good service. In this episode of the PSM Show, Damion Morris and Deirdre Booth talk with Tim Amos, CPSM and Head of Growth at Client Savvy, about how AEC firms can design and manage client experiences that create measurable business results. Tim shares his journey from in-house marketing to leading CX strategy and exp…
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This week Rachel and Lynne delve into the benefits of having a services guide with guest Kendall Cherry, founder of The Candid Collective. Kendall shares insights on: What a services guide is Creating and utilising a services guide to qualify leads, streamline the sales process, and protect creative energy How a services guide can help build an ema…
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Is hosting your own servers as an MSP still worth it in 2025? In this episode of All Things MSP, Justin Esgar and Eric Anthony tackle one of the most polarizing topics in the IT services world: whether managed service providers should still host their own on-premise servers for client workloads like email, QuickBooks, and application hosting. They …
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In the latest episode of Benefits Like a Boss, National Association of Benefits and Insurance Professionals (NABIP) CEO Jessica Brooks-Woods joins host Lesley Brown Albright and Jody Schreffler, Nonstop’s SVP of Marketing and Business Development, for a candid conversation about the future of benefits consulting. They unpack what it truly means to …
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Send us a text In this episode of The Mental Health Business Mentor, we sit down with Carah Elizabeth to explore the evolving landscape of virtual therapy and how clinicians can maintain meaningful connections and impact in an increasingly digital world. She shares her innovative framework, The SoulPowered Journey, which helps therapists and client…
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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 Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets. With a dynamic background that spans equity research…
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Watch this episode on YouTube In this episode of The Intangible Brand, Jerry and Carl sit down with Darrell Grant, Chief Experience Officer at Hightower Wealth Advisors, a firm redefining what client experience looks like in the wealth management space. Darrell shares how intentional service design — what he calls a “butler mindset” — transforms ev…
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Who Actually Owns Your Business? A wellness studio was booming—until one partner wanted out. No documents were signed. No rules were agreed upon. Suddenly, everything fell apart. Another studio had the same challenge… but solved it in 24 hours. The difference? One piece of paper. Why This Happens Most health and wellness entrepreneurs focus on grow…
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If you’ve ever felt overwhelmed by negativity in Facebook groups or struggled with whether you should even engage on veterinary social media, this episode of the Uncharted Veterinary Podcast is for you. Dr. Andy Roark and Stephanie Goss dig into the stress that comes from online reputation battles, why comment section arguments rarely work in your …
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Summary In this conversation, Miles Spencer, CEO and founder of Reflekta.ai, discusses the innovative AI platform SolTech, which allows users to have dynamic conversations with digital recreations of their deceased loved ones. He shares his personal journey and the emotional aspects of creating such a sensitive product, as well as the marketing str…
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Got a question? Text me! 🎓 The Future of Accounting: AI, Entry-Level Roles & Entrepreneur Advice 🔔 Subscribe for weekly CAS insights that help you lead in an AI-powered world What’s the future of accounting in the age of AI—and what should the next generation be learning now? In this episode of CAS Minute, Roman Villard recaps a live Q&A with DePau…
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Welcome to Episode 134 of the All Things MSP Podcast with hosts Justin Esgar and Eric Anthony! This week, Justin and Eric dive straight into the rapidly evolving world of AI video generation, specifically the viral new tool, Sora. They kick off the episode by sharing their own hilarious and slightly unsettling experiences with generating AI videos …
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Send us a text In this episode of Your Salon Can Be Everything, Jodie Fielden and Adri Varga sit down with the incredible Sarah Hudson—Aesthetic Practitioner with over 25 years of experience in skin health and aesthetic therapies. ✨ What you’ll learn in this episode: The power of staying true to your brand and why consistency matters. Why niching d…
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In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs. Topic…
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Your CRM is haunted. Not by ghosts...but by cold leads, stalled proposals, and “maybe next quarter” conversations that never saw the light of day. In this episode, John and Mark take you on a guided tour of the Pipeline Graveyard—where dead deals lurk, and second chances await. Despite the Halloween theme, this one’s evergreen. Because let’s be hon…
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What if starting private practice could give you more freedom, fulfillment, and the ability to design work around your life—not the other way around? That’s what Sirisha Duvvuru, founder of Your Speech Matters in Frisco, Texas, discovered when she stepped away from her 9–5. After 12 years in schools and home health, Sirisha loved her clients but fe…
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When you try to sound perfect, you sound fake. When you use jargon, you just lose people. And when you pretend to know everything, ultimately, you lose trust. In today's episode, Darrin Bentley reveals how to turn every guest spot into real leads, real sales, and real clients without sounding fake. He also shared the same framework he used to help …
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This week, Rachel and Lynne dive into what’s working (and what’s not) in social right now with guest Keshnee Kemp - former Head of Content at Woolworths and new agency owner of August One. Keshnee shares insights on: her career journey, from mags to TV to working in client-side and in agencies how traditional media, brand side and agency-side diffe…
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This week on Nail on Sunday, we’re talking about one of the hardest lessons every nail tech (and business owner) has to learn — you can’t please everyone 💅😤 From clients who push boundaries to those who just aren’t the right fit, we’re diving into how to spot red flags early, when it’s time to call it quits, and most importantly, how to “sack” a tr…
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Welcome back to Womble Perspectives. Today’s episode is the second in a series focusing on the complex world of international trade. From shifting tariff policies to trade agreements, we’re exploring the forces shaping global trade. Whether you’re a seasoned economist, business leader, or simply curious about how trade impacts your daily life, this…
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This week on Nail on Sunday, we’re diving into all the latest Nail News from around the industry 💅📰 — the trends, updates, and hot topics everyone’s talking about this month! We talk @glitterbels CND and Jan Arnold, Pro Beauty North, Fresha and booking systems like Polish Land and Ovatu plus more! We’re also recapping our amazing Nail Order Sunday …
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Crazy stories on a Cruise Ship, recanted by former Guest Services Manager, Recruiter and Cruise Career Coach, Mackenzie. ***TRIGGER WARNING*** This episode contains stories of death and violence. May not be appropriate for listeners under 18 years old.Whatsapp 1-403-800-4555IG @crewswithkristaBy Next Level You
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AEC marketing and business development are changing fast. In this episode, Deirdre Booth talks with Scott Butcher of Stambaugh Ness about what is reshaping the work today and what leaders need next. They cover the talent crunch, the “missing middle,” and why environmental scanning belongs in every plan. They discuss practical uses of AI, how early …
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Host Mackenzie guides listeners through the highs and lows of working on cruise ships, why it’s a unique lifestyle, and what to expect day-to-day. She explains how to get hired — CV tips, agency vs. direct applications, country-specific recruiting rules — and shares current job openings and coaching resources to help you succeed. Listeners can regi…
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Kenyan Guest, Marata, joins Recruiter and Cruise Career Coach, Krista Mackenzie, to share her cruise job hunt journey. From scams, fraud, illegitimate Facebook profiles, and people, Marata nearly gave up her two year perseverance, and then she found Coach Mackenzie. With just 3 months of coaching and a CV reformatting, Marata landed her first inter…
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On July 31st, 2025, the U.S. Food and Drug Administration announced sweeping changes to the safety labeling of all opioid pain medications. These updates aim to better communicate the risks of long-term opioid use—risks that include misuse, addiction, overdose, and a range of serious side effects. For drug manufacturers, this means updating product…
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What’s stopping CX leaders from turning mountains of customer data into executive-ready stories that prompt real change? In this episode, we dig deep into one of the most urgent—and often overlooked—challenges for customer experience (CX) teams: crafting compelling, actionable narratives from all that customer insight. Data is everywhere, but too o…
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It’s past midnight, and Tom Krol just got off a phone call that shook him to his core. A long-time friend and fellow coach called in crisis, completely wiped out financially. The story hit so close to home that Tom immediately turned on the mic to record this urgent warning for every entrepreneur and coach who thinks “it could never happen to me.” …
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In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge …
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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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Got a question? Text me! 📉 What If AI Does Take Our Jobs? | CAS Minute 🔔 Subscribe for weekly insights to build a smarter, future-ready CAS firm What if the doomsday scenario isn’t robots stealing your job, but you failing to adapt? In this episode of CAS Minute, Roman Villard explores the uncomfortable but urgent question: What if AI really does m…
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In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets. Nick Gentile, a seasoned fixed income specialist, offers an in…
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Too often, health and wellness entrepreneurs only think of lawyers as intimidating, expensive, and reactive. But what if your lawyer truly understood your business—and genuinely wanted you to succeed? In this episode, Cory shares real stories of clients navigating issues like toxic employees, angry members, faulty equipment, and trademark disputes—…
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What if your private practice could finally give you the money, freedom, and balance you’ve always wanted—without the endless hustle or burnout? That’s exactly what today’s guest, Ellie Richter, created for herself. Ellie is the owner of The Essential Teletherapist, and she’s transformed her career from driving all over town for clients to running …
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This week, Rachel and Lynne discuss essential strategies for enhancing freelance productivity with guest Claire Emerson. Claire, a freelance writer and project consultant, shares three key systems that can help you be more productive: • personal kanban • six-week project rounds • structured journaling She says these tools help freelancers manage ta…
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