Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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A podcast for online business builders and growth-minded entrepreneurs. Repeatable Revenue is hosted by Ray J. Green, an entrepreneurial executive who rose from sales rep to CEO of a private equity-backed company, oversaw national small business for the U.S. Chamber of Commerce, and then left the rat race and successfully drove $70k/mo.+ consulting remotely from Cabo. This podcast is a collection of interviews, lessons learned, and other infotainment to help you build your business... and th ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have ...
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From bankruptcy to Big Tech leadership, join David Kim on a journey through financial recovery and wealth building that goes beyond theory to real-world strategies that work. In "The Real Money Pathway," host David Kim shares his raw and transformative journey from Marine Corps service through corporate success, devastating bankruptcy, and ultimately to senior leadership at a major tech company. This isn't just another financial advice podcast—it's a comprehensive guide built from hard-won e ...
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Welcome to Human Solutions, a show that simplifies HR for people who love HR. Each week, we’ll showcase a bite-sized conversation dedicated to helping you get your arms around an HR challenge. Who are we? From talent management, training, and compliance to compensation analysis and onsite services, AIM HR Solutions is committed to meeting you and your organizations where you are. The people on this show have decades of experience developing solutions for the issues you’re facing right now. T ...
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When we think of social change, our minds often go to protests, new laws, or stories of redemption and social justice. And social change is all of those things. But often, it’s also a long process where a community comes together, looks for solutions, and learns through trial and error. Welcome to Impact in Action from MGT. On this podcast, we dive into the real stories behind every social impact solution. From the vibrant heart of Baltimore, to the rural depths of North Dakota, we discover ...
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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence. CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence. To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com
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We are refining and redefining the sales game. A place where sales professionals can come to learn from other sales professionals and thought leaders who have mastered their craft. Real sales professionals. Real stories. Real results. Are you ready to feel the power?
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A RopesTalk podcast series from Ropes & Gray’s sponsor solutions group focused on issues that matter most to private equity sponsors.
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Welcome to the Caring Society’s Spirit Bear paw’d-cast! Tune in for informative episodes that feature guest appearances from community members, advocates, and leading experts on a number of matters affecting First Nations children, youth, and families. We are bear-y grateful to our friends in Dr. Veldon Coburn’s “Indigenous Politics in Canada” course at the University of Ottawa, who produced Season 1 from January to April of 2022. For more information on what we do and how you can help promo ...
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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Join us every Wednesday as we discuss recent developments in Employment Law.
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A podcast by Payscale where we talk about the art and science of compensation management. Grab a cup of coffee, settle in, and let’s dive into the world of pay and performance with insights, tips, and strategies to help you stay ahead.
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This is the place where tech workers come to get smarter about their money. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as investing, tax planning, real estate, cryptocurrency, insurance, equity compensation and other executive benefits more accessible to the tech community. Once referred to as the "Stuart Scott of personal ...
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Introducing 'Beyond Diversity', a podcast by Woods Kovalova Group, global frontrunners in diversity consulting. We delve deep: from HR's role in sculpting diverse workplaces and the intricacies of inclusive hiring, to the pillars of corporate equity. Explore transformative workshops, master cultural competence, and grasp the myriad advantages of a multicultural workspace. As we challenge prejudices, advocate for gender parity, and confront systemic business biases, our insights light the way ...
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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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Deal Sourcery is the must-listen podcast for Private Equity professionals aiming to master the art of deal origination. Hosted by Dan Herr - who’s closed over $1B in transactions in the last decade while building and leading world-class deal sourcing teams - and Matt Rooney, a top recruiter in PE business development, we dive into cutting-edge trends, proven tactics, data-driven sourcing strategies and the technology shaping the future of M&A. Each episode features in-depth discussions with ...
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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Equity is more than just numbers on a screen. When you own part of a business it feels like you own skin in the game, and when this business does well, it feels like you are doing well too. Welcome to Thriving Globally with Equity, a podcast from Shareworks by Morgan Stanley. With this podcast series, our purpose is to help organizations own the challenge of realizing the full potential and rewards any business can have. It doesn't matter how many countries you are operating, this podcast wa ...
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Welcome to the HR Huddle, the ultimate resource for all things HR. This podcast is comprised of two unique mini-shows where we will be: Spilling The Tea On HR Tech with Chief Research Officer and HR tech market influencer, Stacey Harris and Cliff Stevenson, Sapient Insights Group, Director of Research, AND breaking down the messy stories that everyone in human resources has in HR - HR We Have a Problem, with Teri Zipper - global HR consulting expert and Sapient Insights Group CEO featuring w ...
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The Health Care Law Today Podcast, presented by Foley & Lardner LLP, is your connection to timely health care legal updates. Topics will cover a wide range of legal issues including Digital Health and Telemedicine, Regulatory and Compliance, Mergers & Acquisitions, Private Equity, Venture Capital and so much more. Each episode, a Foley attorney will be paired with a thought leader to discuss legal trends currently affecting the health care industry. It is important to note that this podcast ...
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Prosperity at Work is the podcast from J.P. Morgan Workplace Solutions, where you can learn about equity compensation, financial wellness and more. In each episode, our hosts Chris Dohrmann and Lauren Jenkins take a deep dive into the topics that matter, joined by a variety of industry professionals and expert voices to deliver sharp insights and the wisdom of experience. Please note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this ...
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The Lauterpacht Centre for International Law is the scholarly home of International law at the University of Cambridge. The Centre, founded by Sir Elihu Lauterpacht QC in 1983, serves as a forum for the discussion and development of international law and is one of the specialist law centres of the Faculty of Law. The Centre holds weekly lectures on topical issues of international law by leading practitioners and academics. For more information see the LCIL website at http://www.lcil.cam.ac.uk/
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Balancing careers, caregiving, and personal well-being is no small feat—especially for women who often carry the weight of multiple roles. From supporting aging parents to raising children and managing demanding careers, financial planning can easily take a back seat. But your financial future deserves attention, and we’re here to help you take charge. Welcome to Women's Money Wisdom, the podcast designed to empower women with the knowledge and confidence to build financial security and achi ...
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Martiak Market Update discusses the top trends shaping the global financial markets and economies. This podcast explores topics ranging from market updates, to the economy and personal finance. Money is knowledge, and I understand life happens and this program will help you navigate your relationship with money, with timely guidance and a unique perspective.
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A podcast focused on the business side of healthcare so you can move your strategy forward. VMG Health is the leader in strategy and transaction advisory dedicated to finding solutions for the healthcare industry. In this show, experts will provide trends and timely updates about what is happening in the various healthcare sectors. Learn more at vmghealth.com.
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Episode 269: RSU's Demystified: How Smart Women Manage Equity Compensation
22:49
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22:49💬 Are you leaving money on the table by not understanding your equity compensation? Equity compensation is no longer reserved for top tech execs—it’s becoming a standard part of pay packages across industries. In this empowering and informative episode, Melissa Joy , CFP® breaks down the increasingly common but often misunderstood world of Restrict…
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In this episode, Jen talks about compensation equity and why pay scales never tell the full story.By Shaw Law Group, PC
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S04 E07: The IPO preparation process: The financial reporting, equity compensation and internal controls roadmap.
40:34
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40:34In this special episode, we take an in depth look at the period leading up to an Initial Public Offering (IPO) and what CEOs, CFOs and HR people should be considering - and why it’s never too early to get started. Joe Notaro, Accounting Advisory Partner, Forvis Mazars and John Bagdonas, J.P. Morgan Workplace Solutions explore: The Initial Public Of…
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Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick
1:29:59
1:29:59
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1:29:59Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What’s unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with h…
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Push Through The Dip (Why Most MSPs Fail to Scale)
22:52
22:52
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22:52▸ Get My Free MSP Sales Toolbox: https://msp.sale/yt-toolbox ▸ Join My Newsletter for Weekly Sales Strategies: https://rayjgreen.beehiiv.com Hey, I’m Ray Green. I’m a strategic growth specialist for B2B companies. Since this is social media and anyone can claim anything, here’s a quick rundown of my background: Former Managing Director of National …
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Spilling the Tea on HR Tech - HR tech vendors are spying on each other, AI bots applying for job openings and how women will feel the impact first as AI replaces HR jobs
1:20:51
1:20:51
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1:20:51In this episode of Spilling the Tea on HR Tech, Stacey Harris and Cliff Stevenson discuss key takeaways from the Workday Innovation Summit, including more focus on its ecosystem strategy and partner relationships, the Workday Extend platform, and more plans for AI. The hosts discuss numerous executive changes at Greenhouse, UKG, Docebo, I4CP, and P…
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AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves
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38:16Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff’s podcast, The Long-Term Investor! In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategi…
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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
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19:54
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19:54Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…
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In this Power Producers Shoptalk episode, David Carothers keepsthe remote workforce series going with a deep dive into KPIs—why they’recrucial and how they should be tied to core values. David and his team from Insurance Futures discuss howmeasuring the right activities can lead to success and help remote agenciesstay on track. This week, David is …
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113: Gender Pay Gap Report: Facts revealed
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25:31
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25:31What's the state of the gender pay gap in 2025? In this episode Ruth Thomas discusses Payscale's 2025 Gender Pay Gap Report with Amy Stewart, Payscale's principal content strategist and author of the report. Together, they explore the controlled and uncontrolled pay gaps, the impact of pay transparency, and the various systemic factors contributing…
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The Marketing Playbook For Private Equity in 2025 with Joanne Verkuilen
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55:25Is your Private Equity firm invisible? You might be missing 80% of the deals you should see. Today, discover why traditional PE outreach isn't enough and how strategic marketing is now essential for competitive deal flow as Joanne Verkuilen, Founder and Managing Partner at MiddleM Creative, reveals the playbook. Private equity faces intense competi…
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Corey Hoffstein, CIO, Newfound Research
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1:00:07Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to re…
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Hack Your Travels with Credit Card Points with Ism Shovan
1:09:09
1:09:09
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1:09:09Luxurious, regular travels might be more possible than you realize. Ism Shovan is a digital nomad that slow travels the world with his family using credit card points. In this episode, he talks about the travel lifestyle, how he plans his trips and funds them using points and miles. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore……
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Reluctant Employees: Time to Say “Goodbye”?
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15:20In this episode, Jen discusses how to manage employees who refuse to meet performance expectations.By Shaw Law Group, PC
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A Literacy Crisis (1/2): What’s happening in Utah schools?
32:46
32:46
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32:46Reading is one of the most fundamental skills we have. It affects everything; our ability to get a job, navigate daily life, stay informed, or think critically. And yet, today in the U.S., reading is something we take for granted. Recent studies show that our literacy rates are on the decline: more than half of Americans can’t read above a sixth-gr…
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Email Myths, Metrics and Moves with Jay Schwedelson
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49:25In this Power Producers Podcast episode, David Carothers divesinto the world of email marketing with Jay Schwedelson, founder ofSubjectLine. The discussion focuses onhow to refine your email marketing strategy, specifically the art of creatingsubject lines that boost open rates and increase engagement. David and Jay explore practical tips and insig…
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Post-IPO Incentive Programs: Key Considerations for Success with Dirk Besse
32:19
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32:19In this episode, we return to Berlin with Dirk Besse, a seasoned lawyer from Morrison & Foerster to explore the complexities of redesigning incentive programs for companies undergoing an IPO. Building on our previous discussion about pre-IPO considerations, we dive into the critical aspects of transitioning employee compensation structures when a c…
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112: Give your salary data strategy a glow up
57:51
57:51
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57:51With the median company now using three salary data sources—and four or more for larger organizations—it’s clear that more data is the norm. But more doesn’t always mean better. Are you truly getting the most out of your investment in compensation data? Or just adding complexity without clarity? In this episode, we break down what an effective comp…
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Emergency Funds - Your First Line of Defense
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27:41
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27:41In Episode 4 of "Real Money Pathway," host David Kim reveals why emergency funds are the cornerstone of financial security at any level. Through the painful lesson of a $400 car repair that nearly derailed his recovery, David explains how even small emergencies become financial catastrophes without proper reserves. Listeners will discover practical…
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Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker
1:30:00
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1:30:00Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What’s unique about Gideon is how he launched a “Wealth Builder” service model to support high-income next-gen clients—within a firm traditionally focused on reti…
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In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …
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For Matt King, evaluating market risk is often about pinpointing vulnerabilities within the financial system. Over the many years he's been advising institutional investors, he's gone where the action is - in the dotcom era it was corporate balance sheets, in the pre-GFC period it was asset-backed CP and in the last decade it's been sovereigns and …
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How to Pay SDRs in Your MSP (Without Going Broke)
20:45
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20:45▸ Get My Free MSP Sales Toolbox: https://msp.sale/yt-toolbox ▸ Join My Newsletter for Weekly Sales Strategies: https://rayjgreen.beehiiv.com Hey, I’m Ray Green. I’m a strategic growth specialist for B2B companies. Since this is social media and anyone can claim anything, here’s a quick rundown of my background: Former Managing Director of National …
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NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless
37:02
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37:02In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and strategic approaches to maximize your equity compensation. Key Timestamps: 0:00 - Intro and a few laughs 3:45 - The biggest mistake with NQSOs 6:45 - How taxation works upon exercise 10:15 -…
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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580
1:07:13
1:07:13
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1:07:13Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…
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In this Power Producers Shoptalk episode, David Carothers continues the discussion on building and managing remote teams in the insurance industry, with a specific focus on culture and connection. In this second installment with the team from Insurance Futures, David dives into the importance of team-building activities in a virtual environment. Th…
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HR, We Have a Problem - How proper AI implementation drives productivity, enhances decision-making with data, and creates strategic advantage fundamentally changing how work gets done.
1:02:07
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1:02:07In this episode of HR, We Have a Problem, Teri Zipper welcomes William Tincup, Editor, Analyst, Advisor & Host at WRKdefined, for a candid discussion on how HR is fundamentally about improvisation, with practitioners regularly shifting from planned activities to urgent matters like harassment claims or large-scale acquisitions. Their discussion cov…
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Steve Englander, Head of G10 FX and North America Macro Strategy, Standard Chartered
52:26
52:26
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52:26Market risk events come in all shapes and sizes, originating from unique sources of uncertainty. We've seen them all - valuation bubble unwinds, mortgage credit crashes, Fed policy shocks, even the shutdown of the US economy from Covid. Over the last month, investors have been forced to confront a new risk, that of the imposition of substantial tar…
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Your EEO Compliance Training is Probably Stale
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15:47In this episode, Jen discusses why employers should update their EEO compliance training.By Shaw Law Group, PC
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How Insurance Agencies Leverage Alternative Risk with Eric Stein
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43:35In this episode of Power Producers Podcast, David Carothers is joined by Eric Stein, the president of Insured Solutions and author of the newly published book The Blueprint. Eric brings a wealth of experience in the insurance industry, especially in alternative workers' compensation and risk management. Throughout the episode, he shares insights in…
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In Episode 3 of "Real Money Pathway," host David Kim shares the structured approach that took him from bankruptcy to financial stability. Drawing from his kitchen table moment of realization that scattered efforts weren't creating progress, David walks listeners through creating a comprehensive recovery roadmap. Learn how to conduct a brutally hone…
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Episode 268: Mortgage Rates, Market Myths & Smart Home Buying with Erica Powers
29:48
29:48
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29:48Is now a smart time to buy a home—or just a risky financial move? On this episode of Women's Money Wisdom, host Melissa Joy, CFP® sits down with returning guest and mortgage specialist Erica Powers CMPS®, CDLP®, NMLS#739673. First Merchants Bank is an Equal Housing Lender and a Member FDIC. She unpacks the ever-changing housing market and what it m…
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Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez
1:29:59
1:29:59
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1:29:59Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in…
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*REVEALED* MSP Compensation Plans That Actually Work
21:56
21:56
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21:56▸ Get My Free MSP Sales Toolbox: https://msp.sale/yt-toolbox ▸ Join My Newsletter for Weekly Sales Strategies: https://rayjgreen.beehiiv.com Hey, I’m Ray Green. I’m a strategic growth specialist for B2B companies. Since this is social media and anyone can claim anything, here’s a quick rundown of my background: Former Managing Director of National …
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7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business
31:24
31:24
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31:24Happy 7th Anniversary to Brooklyn Fi! 🎉 In this special episode of The Liquidity Event, Shane Mason & AJ Ayers reflect on the seven biggest lessons they've learned running a financial planning firm for seven years (though they might have come up with more than seven!). From the surprising rewards (and demands) of entrepreneurship to navigating hiri…
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In this Power Producers Shop Talk episode, David Carothers kicks off a six-week series focused on the growing trend of remote workforces in the insurance industry. Rather than just relying on virtual assistants, David and his team are diving into the process of building and managing remote teams within the United States, specifically focused on hig…
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Spilling the Tea on HR Tech - Why Europe and Asia are outpacing US AI Adoption, data integration's 17% ROI and how skills validation is changing the global HR landscape.
51:37
51:37
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51:37In this episode of Spilling the Tea on HR Tech, Stacey Harris and Cliff Stevenson discuss international acquisitions, AI implementations across the industry, and the growing focus on skills-based approaches to workforce management. This conversation explores how organizations are navigating technology decisions during a period of economic uncertain…
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111: Leading through the gap: Women, pay equity & the path to the
C-suite
43:55
43:55
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43:55Why has the gender pay gap stalled, and what does it take for women to break into leadership? In this episode of Comp & Coffee, Ruth Thomas sits down with Payscale’s Chief People Officer, Lexi Clarke, and Chief Customer Officer, Kate Peter, to explore the latest findings from the 2025 Gender Pay Gap Report. They discuss the challenges women face in…
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Audit Your Form I-9s Before It’s Too Late
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16:00In this episode, Jen describes the key steps to conducting a Form I-9 audit and why you should start today.By Shaw Law Group, PC
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Unlocking the Future of Insurance Ops - with David LeFevre
50:42
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50:42In this episode of Power Producers Podcast, David Carothers welcomes back David LeFevre from Sales Power to dive into the transformative role AI is playing in the insurance industry. They explore how technology, specifically AI, can revolutionize data management, client experience, and operational efficiency in insurance agencies. David LeFevre bri…
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In Episode 2 of "Real Money Pathway," host David Kim delves into the often-overlooked psychological impact of financial trauma. Drawing from his own experience of bankruptcy and recovery, David explores how financial collapse creates lasting emotional wounds that affect everything from daily money decisions to intimate relationships. Listeners will…
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My Financial Collapse and What It Taught Me
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30:55In this powerful premiere episode of "Real Money Pathway," host David Kim takes listeners on a raw and honest journey through his financial collapse—from corporate success with a six-figure salary to complete bankruptcy. Sitting across from a bankruptcy attorney with over $200,000 in credit card debt and a crumbling marriage, David shares how even …
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Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore
1:30:01
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1:30:01Cameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in assets under management for 2,400 client households. What’s unique about Cameron is that after growing his firm’s revenue from $2 million to over $20 mi…
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Episode of 267: Rethinking Retirement: Spending Surprises, Confidence Gaps & Evolving Timelines
18:25
18:25
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18:25Is your retirement plan based on outdated assumptions—or real-world trends? In this episode of Women’s Money Wisdom, Melissa Joy, CFP®, breaks down how retirement is changing—especially for women and Gen Xers. From unexpected post-retirement spending spikes to the growing trend of phased retirement, Melissa shares insights on what today’s retirees …
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Winning Before the CIM: If You’re Waiting for the Book, You’ve Already Lost
55:48
55:48
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55:48How do top PE firms consistently win deals before they even hit the market? Today’s episode of Deal Sourcery pulls back the curtain with Justin Smith, Managing Director of Business Development at Agellus Capital. Justin reveals the playbook behind one of the most sophisticated intermediary-first sourcing functions in the middle market. Matt and Dan…
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Tough HR Questions • When HR Gets Personal
29:40
29:40
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29:40There’s a particular moment—somewhere between noticing a scent that shouldn’t be there and sitting someone down to talk about it—that HR becomes more than just policy. It becomes anthropology. This month on Human Solutions, Pete Wright sits down with Terry Cook and Tom Jones for a course in navigating the most uncomfortable corners of professional …
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Introducing: The Real Money Pathway - From Financial Collapse to Lasting Wealth
2:00
2:00
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2:00Welcome to The Real Money Pathway, a podcast that takes you on a journey from financial setbacks to sustainable success. Host David Kim shares his remarkable story of rebuilding after bankruptcy and climbing to senior leadership at a major tech company, offering practical strategies that work in real life—not just on paper. Each episode combines pe…
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