Every estate manager has a story — and this is where you get to hear them. The Easemakers Podcast is made for people who are passionate about the art of private service. Tune in to learn from the best in the business, get tips and inspiration to fuel your career, and connect with people get it. The Easemakers Podcast is presented by Nines, household management software and services built to help discerning households and the people who support them live with ease.
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Private Service Professionals Podcasts
Welcome to BluWave's Karma School of Business, hosted by Sean Mooney, the Founder & CEO of BluWave, an intelligent B2B marketplace serving the world's top business builders. As you listen, you'll learn insights and best practices from leading and influential private equity professionals, visionary business executives, and one-of-a-kind industry thought leaders who will help you take meaningful action, improve your business, and enhance your life. To learn more, visit: https://bit.ly/3oPBjs8
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Your home is your sanctuary... until it isn’t. One staffing misstep, one missed repair, one crossed boundary, and the calm of luxury living begins to unravel. Dear Billionaire is the podcast for high-net-worth homeowners, estate managers, and private service professionals who crave not just beauty, but balance and the systems to sustain it. Hosted by estate management expert Kelly Fore Dixon, each episode pulls back the curtain on what it really takes to achieve billionaire-level success by ...
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The official podcast of the National Association of Emergency Medical Technicians (NAEMT) NAEMT is the only national association representing the professional interests of all EMS practitioners, including paramedics, emergency medical technicians, emergency medical responders, and other professionals providing prehospital and out-of-hospital emergent, urgent or preventive medical care. NAEMT members work in all sectors of EMS, including government service agencies, fire departments, hospital ...
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Since 2014, GreenCourt has helped government agencies, justice partners, private-sector professionals and the general public move away from high-risk situations involving paper-based records, in-person information sharing and manual data entry. GreenCourt Connections exists to connect our audience with the people that do important work inside courts and government agencies. Most importantly, GreenCourt Connections will allow the audience to connect with our guests on a more personal level. H ...
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The Commission on Rehabilitation Counselor Certification presents "Inside Rehabilitation Counseling," a series of conversations with the professionals, educators, and thought-leaders working in the specialized field of rehabilitation counseling.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Commissionaires Nova Scotia proudly presents Purpose & Protection, a podcast dedicated to the people behind Canada’s security: veterans, their families, civilians and all those dedicated to keeping our communities safe. Each episode explores the lived experiences of those who’ve served, those who support them, and those shaping the future of Canada’s security landscape. From the frontlines to the home front, you’ll hear stories of resilience, leadership and purpose. As the largest private em ...
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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The BRAVE OT Podcast | Real Conversations with Occupational Therapy Trailblazers
Carlyn Neek - OT Entrepreneur Coach, Educator, Founder of ACTivate Vitality
The BRAVE OT Podcast with Carlyn Neek is all about empowering occupational therapists to step-up, level-up, blaze some trails, and maybe engage in a little conscious rebellion in service of the profession, our clients, our work, our businesses, and living our mission wholeheartedly. We are all about keeping it real, doing hard things, unhuslting, being curious, trying new things, growing through our challenges, and finding joy and fulfilment along the way. Really, we are OTing ourselves and ...
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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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🎙️ 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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Welcome to Deal-by-Deal, a Podcast by McGuireWoods. Deal-by-Deal invites you to conversations with experienced independent sponsors and other private equity professionals. Join McGuireWoods partners Greg Hawver and Jeff Brooker as they explore middle-market Private Equity M&A to provide you with timely insights and relevant takeaways. McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide for more than 200 ye ...
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Today's health care industry is a high-stakes environment full of legal, policy, and regulatory-related obstacles. There are also tremendous opportunities, and in order to thrive, it is critical for executives, general counsel, and administrators to have a consistent pulse on trends and available business solutions. Subscribe to our health care podcast, Diagnosing Health Care, for thought-provoking, strategic insights from Epstein Becker Green attorneys and health care professionals.
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The Agency Maison Podcast was created with one clear mission: to bring together domestic service professionals from all walks of life. Whether you’re a seasoned estate manager, a private chef, a personal assistant, or just getting started in the field, this podcast is your space to connect, learn, and grow. We dive into real conversations, share expert tips, and pull back the curtain on what it really takes to succeed in private service. More than anything, it’s about building a supportive c ...
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Welcome to Franchise Today as it celebrates its 16th Season in 2025. Join host Stan Friedman, President of FRM Solutions every Wednesday at 12 PM ET / 11 AM CT as he serves up discussions with weekly guests, who will talk about best practices for scaling their franchise businesses for sustainable growth, through sensible franchising. Franchising remains an unintentional profession. Most people don't go to school to study about how to become involved in franchising. Rather, some life event ca ...
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In a world where a nail artist can out-earn a licensed therapist, behavioral health professionals have no choice but to get scrappy, color outside the lines, and start writing our own rules. The old path—graduate school, licensure, paneled with insurance, packed calendar of 1:1s—is broken. It’s time for a new blueprint. That’s where Off the Chair comes in. We’re not just talking about surviving the grind, we’re exploring radically different ways to thrive. From building passive income stream ...
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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
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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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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In this podcast series from the Institute of Chartered Accountants in England and Wales (ICAEW), a panel of guests dissect the latest headlines and provide expert analysis on the top stories from across the world of business, finance and accountancy
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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This talk show is about the next big thing in value creation. It is for fund managers and corporate leadership investigating smart digital transformation for their companies, and for service providers, subject matter experts and vendors wanting to broaden their digital skills. Although the show's focused on value creation in the context of private equity, it's sector agnostic and can get pretty geeky, digging into IoT, data science (analytics & ML) and other high technology. At a high level, ...
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The Mid-Atlantic’s Best IT services company. Helping Business Owners create, improve and scale their Technology strategy. IT services, IT Security and IT Support advice and leadership from expert professionals. Q&A with Senior Engineers, Service Managers and Business Development.
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Hey everyone! Welcome to the Driver's Edge Podcast with Corey Witzel, the Owner/CEO of 4-WH. If you're into cars, entrepreneurship, and leveling up your game, you’re in the right place! Corey has some serious experience and is here to share insights on building strong relationships in the automotive world and tips to help you crush your goals. Join Corey as he chats with industry pros and inspiring entrepreneurs who’ve been there, done that, and are ready to share their secrets with YOU. Whe ...
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Interviews and discussions with Human Services professionals and other stakeholders. Recorded on location and meetings and events around the world. All the music contained in the podcast is used by permission and is written and performed by Joe Mamlin.
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Frictionless, automated, personalized travel on demand – we are steadily approaching the emergence of a new ecosystem in mobility; one that is safer, sustainable, and more inclusive for consumers. In our Future of Mobility series, we bring you key insights from top executives from both the public and private sectors – decision-makers, innovators and shapers pushing the envelope on future developments within Mobility and beyond. Have any questions? Reach out to us at [email protected] # ...
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🎙️ Welcome to The SPAC Podcast — your front-row seat to the dynamic world of Special Purpose Acquisition Companies. Hosted by Michael Blankenship, a leading capital markets attorney and partner at Winston & Strawn LLP, and Joshua Wilson, executive producer and capital markets advisor, The SPAC Podcast brings you candid conversations, insider insights, and sharp analysis from the people shaping the future of the SPAC market. Whether you’re a sponsor, investor, founder, attorney, banker, or ju ...
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The Sorensen Staffing Podcast explores the often-overlooked issues in domestic staffing through candid, lively discussions. Hosted by Marc Sorensen Leandro, this podcast takes a fresh, open-minded approach to the industry, offering insights for both professionals and families navigating the world of private service. With a beginner’s mind—a Zen concept that embraces curiosity over rigid expertise—each episode invites thoughtful conversations that challenge assumptions and spark discovery.
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We are “All Things Financial” educators first and foremost!– free to educate without restriction on any financial concept. We invest a tremendous amount of time and money in public and private education with local and regional free-to-the-public seminars. We specialize in helping our clients and their families succeed in planning their perfect retirement. We provide solid and proven principle protecting techniques that you can actually understand! Game Changer Wealth is dedicated to helping ...
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OBP Australia is a service for overseas-born professionals either looking for their first job in Australia or trying to advance their career once they’ve become established. Each episode I’ll be talking to an ex-OBP Australia client who’s been successful in finding employment in Australia. Guests share their journey and offer advice on finding professional work in Australia. We’ll get to hear about their journey … and what advice they have for job seekers.
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Welcome to The Montclair Podcast - Life in the Ultra-Luxury Industry, where we dive into the daily life of those supporting the busy lifestyles of billionaires and their families onboard their superyachts, private jets, or within multiple residences worldwide. Discover what it's like to manage the lives of UHNW (Ultra-High-Net-Worth) individuals in the most exclusive environments. From global travels to upholding ultra-high service standards, we explore the dedication and commitment of the p ...
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The Society of American Military Engineers leads collaborative efforts to identify and resolve national security infrastructure-related challenges. Founded in 1920, SAME unites public and private sector individuals and organizations from across the architecture, engineering, construction, environmental and facility management, cyber security, project planning, contracting and acquisition, and related disciplines in support of national security. Headquartered in Alexandria, Va., SAME provides ...
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The Results Grow Podcast - Home Service Industry Tips & Strategies From Business Owners & Experts
Cary Blackburn
The Results Grow Podcast is the newest home services podcast! If you are looking to prosper, grow and be successful in your business or career, whether you are a business owner, manager, tech or anyone in between, The Results Grow Home Services Podcast is a great listen. Hosts Steve Gadsby and Cary Blackburn (partners of Results Grow Inc.) check with business owners and experts every Tuesday to discover what's delivered results to grow and succeed in their business. We chat with professional ...
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Enjoy a front-row seat as Chris speaks with thought-provoking C-Suite executives and leaders from corporations, both public and private, professional service firms, and of course, the legal industry from around the United States.
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Welcome to "The Government Connection: Partnering Public and Private Entities," the definitive audio resource for professionals navigating the intricacies of government procurement, public-private partnerships and policy innovation. This enlightening podcast series serves as an essential companion to Government Market News, the premier destination for incisive coverage of the U.S. government marketplace — the world's largest and most dynamic economic sector. Each episode of "The Connection" ...
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We have an experienced team of professionals. Our expertise lies in providing quality work within time constraints. We offer affordable services and provide our clients with high quality results.
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Accessing the Pipeline is a podcast for Black Professionals in Private Equity and Finance brought to you by McGuireWoods. Join us as we welcome special guests offering insights into accessing capital, developing and expanding relationships, opportunities, and driving growth for Black-owned businesses. Tune in to access the possibilities! McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide for more than 200 ...
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Every Saturday at 10am on WNTP 990 AM a Salem Communications Station. Part of the Real Estate Radio Network (RERN). The show is dedicated to rebuilding the Real Estate, Finance & Credit markets of the Greater Delaware Valley one person, one family, and one property at a time! Sharing the timely truths you need to know about being successful in today's every changing economy... while building your own "Financial Concierge" service of top professionals to help you protect, save and grow the st ...
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Welcome to Across the Table, a healthcare private equity podcast brought to you by McGuireWoods. Across the Table brings you timely and relevant discussions with the specialists and professionals of the healthcare private equity and finance industry on such topics as distressed assets, add-ons, and mergers and acquisitions (M&A) and more. We’ll share the latest developments, provide insight, identify issues and talk takeaways. McGuireWoods is a full-service firm providing legal and public af ...
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Trying to conceive (TTC) and navigating fertility testing and treatment like IVF can be a long complicated conception rollercoaster - especially when navigating infertility challenges like high BMI, Low AMH, PCOS, Endometriosis, secondary infertility, Unexplained infertility, recurrent miscarrage, baby loss, or being part of the LGBTQI+ community. Struggling with infertility and access to fertility treatment in your home country? Feeling frustrated by the lack of options, long waiting lists, ...
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Cloud Therapy with AeroComInc.com | Elevate your IT career! | Weekly discussions on how to navigate business cloud technology.
Mike Smith
Enlightening information on the latest business cloud technology that will elevate your career in IT. Every week, we bring in experienced engineers and experts from various business cloud service providers to discuss tactical tips that IT professionals can use to improve their company's profit... through the cloud. From VoIP to IaaS to WAN, this show will give you the information that you never have time to learn... and that your boss wants to hear.
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New podcast weblog
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Elevate is a show that explores the latest in elevated living. Join hosts Rob Jensen and Monica Nalbaltoglu as they interview local artisans, business owners, and innovators who make Las Vegas - extraordinary. Each episode, we take you inside elevated living, from multi-million dollar mansions and interior design to private jets, and explore all the facets that make your lifestyle elevated.Rob is the President and Owner/Broker of the Rob Jensen Company, the only real estate brokerage in Las ...
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Welcome to the CM Murray LLP podcast channel where we discuss a wide range of topical issues in relation to partnership and employment law. CM Murray LLP is a leading partnership, employment and regulatory law firm based in London. We advise US and UK law firms and partners, hedge fund and investment management partners, US and other multi-national employers, senior executives and founders on a range of UK partnership and employment law issues.
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“Real Estate for Breakfast” is a Chicago-centric commercial real estate podcast presented by McGuireWoods. Hosted by Phil Coover, a partner at McGuireWoods, the podcast features conversations with industry leaders including developers, property management professionals, brokers, attorneys, investors, visionaries, tenants, tenant representatives, and business owners. The show delivers thoughtful commentary on current real estate issues, explanations of sophisticated real estate challenges, an ...
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Are you a category creator in business, entrepreneurship, and tech? Do you aspire to be one? Hear from experts and get your questions answered on our new webcast series: The Definers.
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For all the mental health professionals out there as well as those interested in working in mental health - this is your go to podcast for all things related to taking your career and business to the next level. The My Freedom Podcast is here to give you all the necessary tools and information which you need in order to not only thrive in your mental health career, but to open a private practice, build, grow and sustain a successful business in the field. Through conversations with successfu ...
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Paul Baeppler is a Private Investigator working from 1993. He completed his Bachelor of Justice Study from Kent State University.
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This podcast delves into the world of business books, interviewing authors and thought leaders to tackle pressing issues like wicked problems, self-managing teams and organisational ignorance. Our guests include people from the US Navy, the London School of Economics, Twitter, Deloitte, McKinsey, West Point Academy, the University of Warwick, ex-Olympians, etc. Our hosts support this with expertise and a track record in organisational transformation and innovation. Each episode is a deep div ...
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Ep. 51: Redefining Brave When Everything Changes With Trish Williams
1:14:09
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1:14:09Ever wonder what happened to some of our OT entrepreneur trail blazers who went quiet? If you've been around OT social media or podcasts, you probably know Trish Williams from her brand, OTs Get Paid. In this raw, honest conversation, Trish opens up about why you haven't heard from her in more than a year and it's not the story you might expect. Th…
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We’re Not a Software Company — We’re a People Company
9:31
9:31
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9:31When people hear Estate Management Systems, they often assume we’re a software company. In fact, I was recently sent a vendor questionnaire asking for SOC-2 reports and GDPR compliance — and that’s when I realized just how many people think we’re a software company. But here’s the truth: we don’t build apps — we build understanding. Private service…
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Current Tailwinds in Women's Health - What Do They Mean for Your Business?
29:31
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29:31Why is now the moment for women's health? On this episode, Epstein Becker Green attorneys Rachel Snyder Good, Beth Scarola, and Laura DePonio sit down with Sheila Biggs, Vice President of Jarrard, to explore how women's health is evolving from a niche focus into a mainstream industry priority. They discuss the forces accelerating growth, the opport…
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Post-Merger Services Every SPAC Team Should Plan For
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1:09In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why SPAC sponsors can’t afford to overlook what happens after the deal closes. While many focus heavily on the IPO and deal mechanics, Caitlyn emphasizes that post-merger shareholder recordkeeping and corporate actions are where the real operational li…
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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
1:21:49
1:21:49
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1:21:49Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Mult…
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In this episode of The SPAC Podcast, Louis Camhi offers a nuanced take on the state of the SPAC market and why it’s still too early to say, “SPACs are back.” Rather than chasing headlines, Louis explains that SPACs are best understood as cyclical tools within the capital markets, just like IPOs, M&A, or direct listings. He highlights that the IPO m…
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ENCORE: From Bankruptcy Scare to Private Equity Crown Jewel
30:20
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30:20What happens when two brothers nearly lose everything—only to discover they were accidentally building a franchise model the entire time? In this Encore episode, host Stan Friedman sits down with Ryan Parsons, CEO of Evive Brands and co-founder of The Brothers That Just Do Gutters. What started as a small family-owned gutter business nearly went ba…
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“DeSPAC-age” Insurance Model and Closing Coverage Gaps
1:59
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1:59In this episode of The SPAC Podcast, Machua “Motsch” Millett breaks down how D&O insurance needs to evolve across a SPAC’s lifecycle, from IPO to de-SPAC and beyond. He explains how SPACs have historically managed risk by purchasing standalone policies at each stage and why that approach often creates gaps in coverage and increased cost. Machua int…
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Transitioning Public Service Experience to Private Sector Impact (Pt. 1)
39:58
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39:58On this episode of On Location, hosts Tim Lightner (eWorldEnterprise Solutions) and Barbara Lacina discuss the topic of transition from public service to the private sector. The conversation was prompted by recent reduction in force (RIF) events within the federal government and is of value to others who are considering making the shift to private …
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Embracing the evolution of long careers in private service with Estate Manager Beth Langley
28:51
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28:51In private service, no two days are the same — and as time goes on, a role can change drastically. Beth Langley has worked with the same principals for two decades, and her role has continuously evolved over time. In this conversation, she shares her path from personal trainer to estate manager to fractional estate manager and remote personal assis…
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Accountancy Insights: LLMs and spreadsheets, Companies House IDV, and the OBR’s role
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34:11In this episode, we’re exploring just how useful Large Language Models (LLMs) are when it comes to spreadsheets; what needs to happen by 18 November when it comes to Companies House ID verification; and how the OBR comes to its conclusions. Host Philippa Lamb is joined by Simon Thorne, Senior Lecturer in Computer Science, Cardiff Metropolitan Unive…
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How New SEC Rules Could Shape Future Litigation
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0:55In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s new SPAC rules may influence litigation risk for sponsors and targets. Drawing on his experience as an SEC trial counsel, Nick notes that while today’s SEC may be less aggressive than unde…
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AI, Automation Examples & Etsy Empires — AI Tech That Gets You Off the Chair (and Back Your Time)
47:25
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47:25If you’ve ever caught yourself thinking, “There’s got to be a smarter way to run this practice,” this episode is for you. Dr. Colleen Long takes you behind the scenes of AI automation examples and tools that are helping the modern therapist finally reclaim time without sacrificing quality, connection, or creativity. From real-world AI for clinician…
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Is fertility treatment abroad right for you?
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12:26In this encore episode Emma explores if fertility testing and/or abroad could be right for you and who may need to give this more consideration and why. May contain swearing. Download Emma's free checklist for more help to decide if fertility testing and/or treatment abroad could be right for you. www.yourivfabroad.co.uk/whoisivfabroadfor Want to l…
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K-12 Transition Services and Community Impact with Crystal Evans, CRC
36:32
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36:32Since the late 1970s, the Pittsburgh Public School system has hired Certified Rehabilitation Counselors to provide services for students with disabilities, ranging from ensuring accommodations are in place to providing transition services that prepare them for life after high school. The National Center for Education Statistics reports that 7.5 mil…
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Why the Transfer Agent Market Is Finally Changing
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1:18In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why the transfer agent and trust industry is undergoing a long-overdue transformation and why SPACs have been a major catalyst. For nearly a decade, one incumbent controlled 99% of the market. SPACs were considered “too risky,” and innovation stalled. …
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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
40:04
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40:04Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case stu…
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Ghosts Aren't the Real Threat in Luxury Homes - Staff Lawsuits Are
8:54
8:54
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8:54It’s rarely calm when my phone rings. Most homeowners call me after an employment scare—a staff member mentions unpaid overtime, threatens legal action, or calls the labor board. In this episode, I explain: ✅ The real reason “we’re like family” can backfire ✅ The emotional, reputational, and financial cost of employment scares ✅ The systems every h…
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Navigating Reverse Discrimination: Addressing Concerns of Those Who Feel Diversity Targets are Working Against Them
33:56
33:56
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33:56Following the 6th IFSEA International Conference on Executive & Founder Issues in June 2025, we are delighted to share with you a follow up podcast on the session, ‘Navigating Reverse Discrimination: Addressing Concerns of Those Who Feel Diversity Targets are Working Against Them’. Listen to the recording here and see below for further details.In t…
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In this episode of The SPAC Podcast, Adeel Rouf shares his forward-looking perspective on the SPAC market heading into late 2025 and 2026. With traditional IPO windows largely shut for mid-market companies, Adeel explains why SPACs are becoming increasingly relevant again, especially for private equity and family office-backed portfolio companies s…
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What SPACs Must Prepare for in the Next 12–18 Months
1:56
1:56
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1:56In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, shares his outlook on D&O risk for SPACs and de-SPACs heading into 2025 and beyond. Drawing from decades of experience advising public and pre-public companies, Machua warns that we’ve seen this market cycle before: an uptick in activity, ri…
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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
36:09
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36:09Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors can solve them 9:00 – How Raymond James connects wealth management and investment banking 12:40 – Building deeper COI relationships with attorneys and accountants 17:25 – Why understanding b…
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How Underwriters Evaluate Risk for SPAC and de-SPAC Coverage
1:35
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1:35In this episode of The SPAC Podcast, Machua “Motsch” Millett of Lockton Companies explains how underwriters assess risk when pricing D&O insurance policies for SPACs and their de-SPAC targets. The evaluation process is vastly different depending on where the SPAC is in its lifecycle and Machua walks through both sides of that underwriting equation.…
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Private Equity in Q3 2025: Moving from Defense to Offense
29:01
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29:01In this special edition of the Karma School of Business, Sean Mooney, Founder and CEO of BluWave, breaks down key findings from BluWave's Q3 2025 Private Equity Insights Report. Drawing parallels between his son's fencing lessons and today's economic climate, Sean explains how the best investors are shifting from a defensive stance to an offensive …
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Meet Brianna Nesbitt, NCSEA’s Professional Development Manager
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29:26Join NCSEA On Location hosts Tim Lightner (eWorld Enterprise Solutions) and DeAnna Rice (CaliforniaDepartment of Child Support Services) as they introduce Brianna Nesbitt, the new NCSEA Manager of Professional Development and Communication, who shares her academic journey and her first impressions of the 2025 NCSEA Leadership Symposium in Atlanta, …
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Introducing our bonus episode series: Changemakers. This series is dedicated to highlighting the individuals who take action to drive positive change in their communities, organizations, and beyond. Changemakers identify problems, develop innovative solutions, and inspire others to take part in meaningful transformation. These episodes will be shor…
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3. From Storytelling to Strategy: Monica Feid on AI, Franchising, and the Future of Marketing
33:56
33:56
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33:56What happens when a journalism graduate with no franchiseexperience gets assigned a PR client that changes her entire professional destiny? That’s exactly what happened to Monica Feid, co-founder and COO of Thunderly Marketing, Advertising and PR. What started as a random PRassignment to the Dwyer Group in 1996 became the beginning of a decades-lon…
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Why D&O Insurance Prices Have Dropped 60% Since 2021
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2:07In this episode of The SPAC Podcast, Chaz breaks down why D&O insurance pricing has plummeted nearly 60% over the past nine quarters and why the market looks so different today compared to the 2021 peak. He explains how a flood of new insurance carriers entered the market post-2021, doubling the number of firms writing public D&O insurance from ~32…
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Halloween: Spooky Finances Edition with Lori Atwood, CFP
41:25
41:25
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41:25Therapists talk about everything except money, and that cost could be leaving you with money anxiety. Too many therapists feel financially drained even while helping others heal. The truth is, avoiding your numbers only fuels money anxiety and keeps you from the financial empowerment you deserve. In this Halloween: Spooky Finances Edition with Lori…
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EP #59: Sir Nigel Knowles: Shaping the Future of Biglaw
39:51
39:51
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39:51Law firms everywhere are debating private equity. Sir Nigel Knowles has already lived the full arc, from global expansion to IPO to take-private. Joining hosts Chris Batz and Howard Rosenberg, the former global managing partner of DLA Piper and former CEO of DWF unpacks a career built on bold growth and tough calls. He shares how a 90-person practi…
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Could this be delaying you getting pregnant?
16:53
16:53
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16:53You've been doing everything right, but you feel stuck on your fertility journey and nothing is happening, or not quickly enough. Sometimes, what’s keeping you from moving forward isn’t medical at all. It’s fear. Or it’s about clarity - not knowing what step to take next, or feeling paralysed by too many options. In this solo episode, Emma talks ab…
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Why PIPEs Aren’t Dead, But Very Different Now
2:05
2:05
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2:05In this episode of The SPAC Podcast, James breaks down the evolving role of Private Investments in Public Equity (PIPEs) and why they remain an essential but more challenging, tool for SPAC deals today. James explains how PIPEs looked deceptively easy during the 2020 boom, when leaked deals pushed stocks to $20 and investors happily committed to $1…
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From Lead to Loyalty: CRM’s Role in Customer Journey Mapping
22:17
22:17
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22:17Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs improve onboarding, notes, and communication 06:39 – Using data to strengthen relationships and trust 08:23 – How to future-proof your advisory business 10:12 – Building data hygiene and integra…
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Why Weekly Property Updates Are the Key to Running Your Estate Like a Business
8:36
8:36
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8:36Most estate managers spend their week putting out fires—reacting to last-minute problems that could’ve been prevented. But there’s one simple habit that transforms reactive households into proactive, five-star operations: the Weekly Property Update. In this episode, Kelly Fore Dixon, Founder of Estate Management Systems and Host of Dear Billionaire…
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Anonymity in Workplace Investigations – Key Legal and Practical Issues - Webinar Recording
55:57
55:57
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55:57Anonymity in workplace investigations is a double-edged sword: it can protect whistleblowers but also complicate investigations and fairness. In the recording of our recent IFSEA webinar, we were joined by:- Rachida el Johari, Sagiure Legal, Amsterdam - Mathilde Houet Weil, Weil & Associés, Paris- Colleen Cleary, Simmons & Simmons, Dublin- Andrew P…
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His Years of Experience with SPACs and SEC Investigations
0:55
0:55
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0:55In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), reflects on his years of work in the SPAC space both with paying clients and in the context of SEC investigations. Nick shares that while ICAN has not yet taken up a SPAC case from a nonprofit litigation perspec…
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Real-Time Reporting and Visibility for SPAC Sponsors
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1:01
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1:01In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, highlights how technology and transparency are reshaping the SPAC transfer agent and trust process. She explains how Odyssey’s state-of-the-art reporting portals give sponsors, legal teams, CFOs, and boards instant access to accurate reports, without waiting ov…
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Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
47:00
47:00
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47:00Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining t…
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Ep 54. NAEMT Radio – "National Award Winners Edition – Dr. Meg Marino Medical Director of the Year
29:58
29:58
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29:58In this second installment of our 2025 NAEMT National Award Winners series, we highlight the physician whose leadership and vision have set a benchmark for EMS nationwide. Dr. Meg Marino, Medical Director of New Orleans EMS, has been named the 2025 NAEMT Medical Director of the Year. From her early career in pediatrics to her current role guiding o…
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Phyllis Nance, Director of the Alameda County Dept. of Child Services - GreenCourt Connections
33:51
33:51
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33:51In this episode of the Greencourt Connections podcast, host Jay Bland interviews Phyllis Nance, the Director of the Alameda County Department of Child Support Services. Phyllis shares her journey from aspiring to be a news commentator to leading a vital public service. She discusses her passion for helping others, the importance of mentorship, and …
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The Founder’s Dilemma: Shelly Sun on Scaling, Exiting, and Starting Again
32:45
32:45
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32:45"This week, Shelly Sun Berkowitz, founder ofBrightStarCare, joins host Stan Friedman for a deeply personal and inspiring conversation about the intersection of franchising, family, and female entrepreneurship. Shelly’s journey was born out of her personal need to find care for her grandmother. Shelly’s decision to expand BrightStar through franchis…
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Why Global Companies Are Choosing U.S. Listings
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1:28In this episode of The SPAC Podcast, Adeel Rouf shares his perspective on U.S. vs. non-U.S. SPAC deal flow and why high-quality companies from Europe and Asia continue to choose NASDAQ and NYSE as their go-to listing destinations. While the U.S. capital markets remain the most liquid and deal-ready globally, Adeel explains that many international c…
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The County Connection: Support and Empathy in Minnesota's Child Support Program (Pt. 2)
59:53
59:53
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59:53In the second part of the conversation, join host Scott Eder (Courtland Consulting) as he continues the conversation with Minnesota’s David Ramroop, a child support worker with the Ramsey County Attorney's Office; and James Wittling, a child support professional from Washington County. They discuss their experiences with public assistance and child…
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Protecting high-end homes and assets from storms, floods and hurricanes with Aon Private Risk Management President Jason Ott
37:36
37:36
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37:36NOAA, the National Oceanic and Atmospheric Administration, predicted an above-normal hurricane season for 2025, but so far, none of the Atlantic hurricanes that have formed this year have made landfall in the US. With another month to go, President of Aon Private Risk Management Jason Ott shares his advice for mitigating risk during hurricane seaso…
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In this episode of The SPAC Podcast, Louis Camhi, Chief Investment Officer of RLH Capital, shares his journey from Wall Street to launching his own SPAC-focused fund. He reflects on his early career at Credit Suisse in M&A, his time at Three Corner Global and Citadel, and how those experiences shaped his approach to investing. Louis also explains w…
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Behind the Numbers: How to bounce back from a cyber attack
32:29
32:29
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32:29In this episode, we discuss how prepared organisations really are for cyber attacks, what to do if and when your business is affected, and how to manage the communications challenges. We have a great case study from a company that suffered a cyber attack, with plenty of lessons about how to mitigate the impact on customers and return quickly to bus…
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The Healer’s Exit Plan: Identity, Legacy & What Comes After the Chair
1:00:06
1:00:06
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1:00:06What if leaving the char wasn’t the end of your career, but the beginning of your healing? If you’ve ever felt torn between ambition and exhaustion, this conversation is for you. In this raw and unfiltered episode, we sit down with Gabrielle Juliano Vilani, a licensed clinical social worker who built and sold a seven-figure group practice, only to …
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Breaking the Silence with Shaun Greenaway from Knackered Knackers: A Dad’s Honest Story of Male Factor Infertility, Azoospermia and Sperm Donation
1:21:12
1:21:12
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1:21:12Male factor infertility is far more common than most people realise yet it’s still surrounded by silence, stigma, shame and lack of representation. In this powerful and emotional episode, I’m joined by Shaun Greenaway, a dad of twins through donor sperm IVF, who’s now using his story to raise awareness and support others going through similar exper…
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Reputational Issues in Workplace Investigations - Investigations Podcast
20:14
20:14
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20:14In the third and final episode of our podcast series with Emily Kaufer, Senior Director of Human Rights and Harassment at Air Canada, Emma Bartlett, Partner, and Gabrielle Lintott, Senior Associate, at CM Murray LLP, discuss some of the reputational issues at play when it comes to workplace investigations.In this recording, Emma, Gabrielle and Emil…
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Why Boards Need a Broker Who Does More Than Just Place Insurance
1:28
1:28
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1:28In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, outlines the critical role brokers play in guiding boards through the D&O insurance process before, during, and after a SPAC transaction. Machua shares how his team approaches the role as a true risk advisor, not just an insurance placement …
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