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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Professional Service Firms Podcasts
"Michael Katz's Likeable Expert Gazette focuses on helping professional service firms get more clients, more easily. It's published every other Friday."
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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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. Subscr ...
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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Best’s Insurance Law Podcast series examines key topics in the insurance industry from an attorney’s point of view. Featured panelists are top lawyers from firms profiled in Best's Insurance Professional Resources, a highly selective online service showcasing only firms recommended by their clients for outstanding service to the insurance industry. Published by AM Best, Best's Insurance Professional Resources is a claims industry resource that features qualified legal counsel, independent in ...
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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In today’s fast-paced world, having a powerful online presence is crucial for business success. Yet, many professional service businesses struggle to navigate the complexities of digital marketing and online strategy. You shouldn’t have to spend countless hours trying to figure it all out on your own. I’m Jeff Hampton, a seasoned entrepreneur and YouTube growth strategist with a passion for helping lawyers, financial experts and professional service businesses like you thrive. With my expert ...
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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www. ...
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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
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“The Corner Series” is a multiperspective podcast series by McGuireWoods featuring commentaries from lawyers, bankers and a number of specialists about the developments and issues dominating today’s middle-market private equity. Tune in with McGuireWoods partner, Geoff Cockrell as he and specialists share real-world insight to help enhance your knowledge. McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Join dentist entrepreneurs, and spouses, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj for insights from dental industry experts and innovators on current and emerging trends in business practices, patient care and career development and what it takes to be successful in this dynamic field. Perfect for anyone passionate about business, the future of dental care, and dentists looking to become elite clinicians over time.
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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 “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Navigating the legal world can feel overwhelming, but it doesn’t have to be. The Indiana Lawyer Podcast is here to help you understand the laws impacting your life, work, and community. Whether you’re a legal professional, a business owner, or someone who wants to know how Indiana law shapes the world around you, this podcast is for you. Hosted by Alexa Shrake—a passionate legal reporter—we’re here to bring you clarity and insights like no one else can. This podcast is brought to you by Taft ...
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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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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Fund Flow is a podcast for Emerging Managers offering insights into the journey of new and aspiring fund managers seeking to have success in a crowded market. Tune in as McGuireWoods partner and host, Jon Finger, is joined by guests ranging from first-time fund managers to proven emerging managers, experienced LPs poised to back emerging managers, and other key participants in the emerging manager ecosystem. Hear their real-world perspectives and gain actionable tips to help inform your stra ...
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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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Shibolet & Co. is one of Israel’s largest full-service corporate law firms in Israel and is widely regarded as a powerhouse for business-oriented legal service, expertise, and insight, with a prominent High-Tech and Venture Capital practice.In 1973, Shibolet’s original founders recognized a simple truth: a single person, no matter how skilled or professional, can never compare to the extraordinary capabilities of a cohesive team. This essential philosophy has led us to bring together more th ...
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Let's Get Digital is your gateway to the innovators and ideas transforming the digital infrastructure industry. From wireless telecom to fiber networks and data centers, this podcast explores all things digital infrastructure—diving into the trends, technologies, and people shaping the future of connectivity. Hosted by Broadstaff CEO Carrie Charles, each episode features candid conversations with top industry leaders, uncovering the intersection of technology, talent, and transformation. Dis ...
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Growing a SaaS? Yeah, that's hard. Growing a SaaS without a clue what you're doing from a marketing and growth perspective? Pretty much impossible — especially if you want to break the $1M and $10M ARR marks. Kim Talarczyk sits down with Asia Orangio to extract and unpack all the strategic insights she holds in her brain from working with hundreds of SaaS companies and interviewing thousands of their customers. Together, they break down how to diagnose and troubleshoot growth challenges acro ...
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Hosted by Chef Hannes, The Private Chef Podcast features stories of people who have succeeded in finding their calling and are now living out their passion. Each episode is an interview with a different chef and private service industry leader, covering everything from getting started to what they wish they had known. You'll get a taste of the exciting life of being an estate manager for private households, founder/director of a reputed staffing firm, and a private chef, from working with ce ...
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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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Sean is the host of “The Compliance Guy” a live production dedicated to the intersection of regulatory compliance and the business of medicine. The show provides timely, accurate, and easy to digest information to healthcare professionals. The show features interviews of industry leaders, government officials, and others helping to shape the healthcare landscape. Sean M. Weiss (AKA – The Compliance Guy) has been an industry respected name for more than 25-years. A physician and health system ...
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A podcast series from the Professional Practices Alliance (PPA), a multi-disciplinary collaboration between leading independent firms, advising professional services firms on partnership and employment law, partner remuneration, strategy, tax, accountancy and compliance issues. Subscribe to our podcasts where we discuss the key issues impacting professional services firm. For further information, please visit https://www.professionalpracticesalliance.com/
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Joe O'Mahoney is Professor of Consulting at Cardiff University and a growth & exit advisor to boutique consultancies. Joe researches, teaches, publishes and consults about the consulting industry. In the CONSULTING GROWTH PODCAST he interviews founders that have successfully grown or sold their firms, acquirers who have bought firms, and a host of growth experts to help you avoid the mistakes, and learn the insights of others who have been there and done that. Find out more at www.joeomahone ...
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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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Shoveling Smoke – A Frantz Ward Lawcast is a podcast series created by Frantz Ward LLP, a full-service law firm in Cleveland, Ohio. Supreme Court Justice Oliver Wendell Holmes said that "lawyers spend a great deal of their time shoveling smoke." One interpretation of his remark is that lawyers take a vague concept or principle and give it shape, clearing away the smoke. Our podcast series focuses on current legal issues and news items that may affect your business, your community or you as a ...
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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Welcome to Aqua Talks, the podcast where marketing meets bold, game-changing ideas. From state and federal government campaigns to industries spanning the private sector, we delve into the art and science of cutting through the noise, capturing attention, and building meaningful, profitable connections. Join visionary host Larry Aldrich, with decades of expertise in multi-industry marketing, and Mady Dudley, a PR professional renowned for crafting engaging, results-driven campaigns. Together ...
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The Hearing is a legal podcast from Thomson Reuters. Listen to insightful discussions with lawyers, legal experts, and other interesting people connected to the legal industry. We delve into anything and everything – trailblazers in the law, the latest insights on legal innovation and trends, and how the profession is evolving. With hosts based in the UK and the US, we cover issues around the globe. Our hosts: Becky Annison – Trained at a London law firm before moving in-house. Spent 12 year ...
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Are you a consultant or professional service firm looking to scale and attract high ticket clients? Then you’re in the right place! This is the show that brings you expert interviews with B2B consultants who share their career journeys and learnings along the way. We cover topics like business development, marketing, what compelled our guests to peruse their path and hear insights on the subjects they’re well-known for. Tune in to the show every week for actionable advice to help grow your o ...
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Provocative questions, innovative models & new thinking on growing your business in a 5-minute action-oriented podcast. Insights on Business Growth, Thought Leadership, Digital Strategy, and Trust. Each episode focuses on solving one issue, gives perspective, practical tactics and a motivating call to action. Randall Craig is a serial entrepreneur, former public company executive, and author of 8 books and over 600 articles on business growth. He has advised over 100 major organizations, inc ...
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Welcome to The Building Sustainably Podcast by RPS, where we delve into the future of sustainable and resilient development. Our podcast explores innovative approaches to planning, designing, and building, addressing both the challenges and opportunities that come with change. Join us as we examine real-life case studies and offer practical guidance on meeting evolving regulations and shaping best practices. Get exclusive insights into some of the most exciting, future-ready projects in the ...
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Mali Phonpadith is an Entrepreneur, Author, Speaker, Podcaster, Messaging and Marketing Strategist and Executive Producer of Tea with Mali TV Show. Mali is the CEO & Founder of the SOAR Community Network, a Marketing & Technology Consulting Firm for Legacy Driven Businesses. http://soarcommunitynetwork.com. SOAR Community Network (SCN)Podcast will feature weekly episodes that provide interviews with legacy driven leaders from across the globe. We share inspiration, reflections, interviews, a ...
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In today’s fast-evolving digital landscape, every industry is embracing transformation — and Human Resources is no exception. In this episode, we explore how resourc humanes services are being redefined through cutting-edge technologies, automation, and AI-driven tools that streamline operations and bring efficiency to every aspect of HR. Gone are the days when HR was just about paperwork and hiring. Now, it’s about strategic planning, culture development, and workforce management. A modern ...
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Senior Partner Laurie Avadis distills the legal matters that affect you, all in a matter of minutes! Avadis & Co. are a young and enthusiastic firm based in the Camden area of North London. A legal dispute can be troubling and stressful. Our aim is to build a relationship with you, taking care of all your legal needs and delivering our service to the high professional standard, in a manner that suites your lifestyle. We are a firm of solicitors based in Camden, North London. We specialise in ...
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Welcome to Carpmaels in Conversation: The podcast that brings you the latest thinking in intellectual property law. In each concise episode we’ll discuss interesting IP cases and trends, including the key takeaways for brand owners. Whether you’re considering what sort of IP protection might be relevant for you, or you want to stay up to date with key cases relating to trade marks, patents, licensing, designs and other IP rights, this is the podcast for you. Carpmaels in Conversation is brou ...
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The Profit from Legal Podcast is about the Profit from Legal™ service from ExecutiveLP®, a virtual law firm, based in Nashville, TN. Profit from Legal™ is a legal operations setup service, delivering improved business intelligence, financial management, and firm & vendor management to business clients. The Profit from Legal™ Podcast is hosted by Noel Bagwell, Founder & Chief Legal Counsel of ExecutiveLP®. The podcast is comprised of short-form, long-form, and interview episodes, in which Mr. ...
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Welcome to Health+Tech — Our podcast explores issues and trends at the intersection of healthcare, technology and innovation The podcast is presented by the firm’s Digital Health, Technology and Innovation Group, which helps clients navigate transactional, regulatory and compliance challenges in areas such as telehealth, data privacy and security, and health information technology. McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and ...
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Welcome to Clarity, a podcast powered by the Thomson Reuters Institute. In each episode, we dive deep into a single question from decision-makers and thought leaders from legal, corporate, tax, accounting & audit, and government communities. Grounding the conversation in the Institute’s research and practice leads’ domain expertise, in each episode, we sit down with a special guest or panel of experts from our community of partners, clients, and key leaders in each industry we serve.
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Paulo Brignardello has an MBA from the Catholic University of Chile. He is a seasoned corporate professional with over 18 years of experience in mining, food, and investment industries for multinational companies. he is a founder of a private equity fund and financial service companies, looking to help clients with project finance, financing structures, joint ventures, and financial solutions. Paulo Brignardello has developed his business and career in the USA, Chile, Perú, Argentina, UK and ...
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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Fort Collins Junk Removal is one of the go-to providers of professional waste disposal services in northern Colorado for both residential and commercial customers. Stationed in Fort Collins, Colorado, our team of experienced local workers can assist you with the responsible disposal of all kinds of junk, including mattresses, construction waste, tree branches, yard waste, electronics, batteries, hot tubs, unwanted items, demolition waste, clean up waste, appliances, and sofas. As an independ ...
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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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Unlocking the Secrets of Client Accounting Services with K.C. Eames
26:38
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26:38In this episode of Growing Your Firm, host David Cristello welcomes K.C. Eames, the Director of Client Accounting Services at Dark Horse CPAs. The conversation delves into the complexities of pricing in client accounting services (CAS) and the nuances that make it both an art and a science. K.C. shares insights about the unique structure of Dark Ho…
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EP. 174 – Adrian Usher (Prisons & Probation Ombudsman)
45:57
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45:57Host Becky Annison explores the UK's court backlog crisis and its troubling ripple effects throughout the justice system. Her guest, Adrian Usher, the UK’s Prisons and Probation Ombudsman, explains how delayed trials are creating a bottleneck in prisons, with some Crown Court cases now being scheduled as far ahead as 2028, and he outlines the human…
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77: Best Advice I've Heard For YouTube Growth in 2025
7:44
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7:44Send us a text WORK WITH ME👇🏼 ✅ Grow Your Business Revenues in 90 days https://www.youtuberainmakers.com ✅ Worth With a Done-For-You Agency to Blow up Your Business https://www.youtuberainmakers.com If you're pouring your heart into your YouTube channel but feel stuck with slow growth despite all the work—this video is for you. I’m Jeff Hampton, ow…
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Episode 159 | Stop Working For Free: How To Get Paid For Researching With Dominique Molina
44:26
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44:26Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how…
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Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful …
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Whitley Penn Talks: Advancing Women in Commercial Real Estate
18:53
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18:53Message us! In this episode, we sit down with Cassie Walker, President of CREW Fort Worth, to explore how this dynamic organization is empowering women in commercial real estate. Hosted by Emily Landry, this conversation dives into Cassie’s journey to CREW, the organization’s 40-year history, and the strategic vision shaping its future. Whether you…
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Eight years after Ariez Dustoor and his partner launched the investment firm NB Group, Ariez has observed a growing sophistication among independent sponsors. With host Greg Hawver, Ariez discusses why the independent sponsor model offers superior flexibility and opportunity in the ever-changing M&A landscape, including some observations on future …
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Episode 96: The Joint Venture Model Revolutionizing DSOs, with Justin Puckett
19:27
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19:27"If you don't have a proper alignment model,” cautions MB2 Dental President Justin Puckett, “it's really hard to win in this game." Speaking with McGuireWoods partner and host Geoff Cockrell, Justin explains why most dental service organizations (DSOs) struggle with provider retention and growth. He also unveils MB2’s groundbreaking joint venture a…
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SEO Is Changing Forever: What Google’s AI Search Means for Your Firm
52:25
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52:25Google’s AI-powered search is here—and it’s already changing how your future clients find (or don’t find) your firm. In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton unpack how AI tools like Google SGE, ChatGPT, and Perplexity are reshaping online visibility for tax and accounting professionals. What you’l…
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Leadership in Law honorees share how service and passion shape their legal careers
19:50
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19:50Host Alexa Shrake speaks with two recipients of The Indiana Lawyer’s 2025 Leadership in Law Awards. Distinguished Barrister honoree Kay Pashos, a partner at Taft, and Up and Coming Lawyer honoree Justin Hays, an associate at Church Church Hittle + Antrim, reflect on their legal careers, community work, and the mentors who inspired them. They discus…
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What is top of mind for law firm managing partners in 2025?
33:26
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33:26Managing partners in today’s law firms not only find themselves carefully watching the rapid changes in the legal market but also increasingly wondering how they will differentiate their firms to order to increase market share and shore up their strategic position. Jen Dezso, director of client relations with the Thomson Reuters Institute, joins th…
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We're joined today by a true leader and team-builder in legal tech: Mark Smolik, Chief Legal Officer at DHL Supply Chain Americas. Mark has been at the forefront of innovation in the industry for decades, having previously served as Senior Corporate Counsel at the Sherwin-Williams Company, as well as General Counsel & Secretary, Head of Human Resou…
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Breaking Free from Limiting Beliefs: Stretching Your Vision in Financial Services with Erin Botsford
28:54
28:54
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28:54In this powerful episode of The Elevated Advisor, Erin Botsford joins us to challenge the limiting beliefs that hold financial advisors back and offers a fresh perspective on what’s truly possible in the industry. Erin shares how to stretch your vision and push beyond boundaries to achieve extraordinary success. If you’ve ever felt limited by what …
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200 ⎸ What I Learned in 2024 & Q1 of 2025
54:19
54:19
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54:19Send us a text It’s the 200th episode of The Ambitious Bookkeeper Podcast and Serena pulls back the curtain on her bookkeeping firm's 2024 performance, sharing both the wins and challenges. She gets real about client churn, revenue growth, personal struggles with mold toxicity, and the hard lessons learned about communicating with clients who aren'…
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EP38: Troubleshooting growth: What it really means for PLG SaaS
39:23
39:23
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39:23Growth isn’t just marketing. And if you’re stuck and growth isn’t happening, you’ll need to look beyond marketing and acquisition. In this episode of the In Demand Podcast, Asia and Kim break down what it means to troubleshoot growth. They explain how growth work goes beyond campaigns and into retention, expansion, pricing, onboarding, and more. Pl…
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Ep 12 Visual Storytelling in Destination Marketing with Aqua’s Nicole Clements
15:07
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15:07The topic in this podcast episode centers on the intricate art and science of video editing, particularly in the context of destination marketing. We, your hosts Larry Aldrich and Mady Dudley, engage in a discussion with our guest, Nicole Clements, who speaks to the nuances of crafting compelling narratives through video. As we delve into the trans…
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The Evolution of Client Relationships in Advisory
26:11
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26:11Summary In this conversation, Mo Arbas and Paul Miller discuss the evolving landscape of advisory services in the accounting and tax industry. They reflect on their recent experiences at a conference, the importance of understanding what advisory truly means, and the challenges firms face in delivering value to clients. The discussion highlights th…
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Episode 95: The Real Truth about PE in Healthcare, With Lauren Makhoul
28:23
28:23
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28:23A principal in the financial services practice at Avalere Health, Lauren Makhoul challenges prevailing narratives about institutional capital. “Private equity investment in healthcare reduces Medicare expenditures by almost $1,000 per beneficiary,” she explains to McGuireWoods partner and host Geoff Cockrell and partner Alyssa Campbell. Avalere doe…
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Avoiding Trust Accounting Pitfalls with Nota: A Smart Solution for Attorneys
31:18
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31:18Trust accounting is one of the biggest compliance challenges for attorneys, and mistakes can lead to serious consequences—including disciplinary action. But what if there was a way to simplify the process, ensure compliance with Florida Bar Rules, and give attorneys peace of mind? Today, we’re exploring Nota trust accounting solution, a free Florid…
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What's Broken About BizDev in Accounting? + 2025 AAM Summit Recap
40:49
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40:49In this episode of Breaking BizDev, John and Mark dive into the complexities of business development within the accounting industry, like the steep challenges of differentiation, pricing models, and the annual scramble leading up to tax day. John shares his extensive experience with accounting firms and highlights insights gathered from the 2025 As…
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76: The Shocking Truth Of How Much YouTube Pays in 1 Year!
13:32
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13:32Send us a text WORK WITH ME👇🏼 ✅ Grow Your Business Revenues in 90 days https://www.youtuberainmakers.com https://www.youtuberainmakers.com/you... If you're running a YouTube channel, here's a question for you: how much does a channel with 330k subscribers make in a year? I’m Jeff Hampton, owner of Hampton Law, with over 330,000 subscribers and 17 m…
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Mindset Shifts: From Marketing Manager to CMO
55:14
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55:14What does it take to move from marketing manager to CMO in the AEC industry? In this episode, we talk with Jennifer Haferbecker, founder of On Your Market Set Go, about the mindset shifts, strategic thinking, and evolving expectations that shape today’s marketing leaders. Jennifer shares how marketing teams can support firm growth, influence busine…
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The Most Profitable SMB Niches for Accountants in 2025
38:10
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38:10Discover the top business segments every accountant should target this year. Lee Reams II and Rebekah Barton reveal where the real profits are, how to segment smarter, and how to use advisory services and relationship-building to grow your firm—no matter your size.By Lee Reams II from CountingWorks PRO
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Whitley Penn Talks: 2025 Transparency Act
25:56
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25:56Message us! In this episode, we jump into the recent updates around the Health Care PRICE Transparency Act bill that provides statutory authority for requirements for hospitals and health insurance plans to disclose certain information about the costs for items and services. Our guests, Jolee Patnaude and Jon Karp join together to keep you informed…
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Crash & Con: Navigating Staged Accident Fraud
13:47
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13:47Attorneys Jeffrey Rapattoni and Adam Calvert from the law firm Marshall Dennehey discuss common staging tactics impacting commercial auto and trucking transportation litigation.By Best's Recommended Insurance Attorneys & Adjusters
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Chicago's Premier Neighborhoods: The 100-Unit Sweet Spot, with Matt Katsaros
34:18
34:18
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34:18“Underwriting in Chicago is, I think, a bit easier than a lot of other markets,” says Matt Katsaros, founder of Wildwood Investments, adding, “Especially when you're local and you know the players, you can quantify risk a little bit easier.” Matt knows the players. Wildwood Investments has carved a niche in Chicago's premier neighborhoods by develo…
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What would happen if fraud losses were properly reported?
29:59
29:59
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29:59In the latest Clarity podcast, the Thomson Reuters Institute’s Rabihah Butler speaks with Aaron Frye of Lucid Point Consulting about the importance of having organizations accurately document and report fraud losses to better ensure transparency and accountability. The podcast highlights best practices for tracking fraudulent activities, gathering …
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Keith Maziarek and Justin Ergler, Part II
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31:16
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31:16We're back with part two of our conversation with Justin Ergler and Keith Maziarek, two sharp voices at the forefront of legal innovation and co-hosts of the Off the Clock podcast. In this second episode, we dig deeper into the forces driving legal transformation. We talk about what motivates real change in the industry, why managing change—not jus…
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Episode 94: What Are Healthcare Investment Packs Pursuing? With Matt Searles and Bart Walker
22:47
22:47
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22:47Investors, as Bart Walker likes to say, “tend to run in packs.” The co-chair of McGuireWoods' healthcare industry team, Bart describes the current “pack” running not so much toward value-based care but rather toward “some risk element, something more interesting than just traditional fee-for-service.” In this conversation with host Geoff Cockrell, …
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EP37: Why SaaS founders shouldn't accept growth problems as unsolvable
57:14
57:14
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57:14Most SaaS companies hit growth plateaus, and too many founders assume the problem is either unsolvable or too complex to fix. In reality, that's rarely true. In this episode of In Demand, Asia and Kim unpack how to shift your mindset from "This can't be solved" to "Who's already solved this, and how can I learn from them?" They also introduce CUES,…
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Josey Sewell’s “High Love, High Accountability” Approach to Creating Positive, Successful Work Environments
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26:30Nearly all of our previous Filling You In guests have mentioned culture as an important ingredient in building successful dental practices and practice groups, but today, we're going to take a deep dive into what that means, how it's created, and how it works. Our guide is Josie Sewell, a trailblazer in the dental industry, known for helping practi…
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Ep 11 DMO Account Management and Nocto Tourism with Aqua’s Travis McClure
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20:22In this episode, we delve into the burgeoning phenomenon of nocturnal tourism, as we engage with Travis McClure, a distinguished digital strategist and senior account executive at Aqua. Our discourse elucidates how modern travelers increasingly seek destinations that offer exceptional nocturnal experiences, such as stargazing and the observation of…
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Today's newsletter is about AI and the negative impact it is having on our collective ability to think and communicate. Granted, it's a bit longer than usual. So if you want to be ironic, feel free to copy and paste it into ChatGPT for a summary.
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Cross-asset collaboration during market volatility
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24:48In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss how they are navigating tariff-driven volatility and why cross-team coordination is crucial to uncovering relative value opportunities in equity and fixed income.By Janus Henderson Investors
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75: How Chiropractors Are Doubling Their Revenues on YouTube!
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33:36Send us a text WORK WITH ME👇🏼 ✅ Grow Your Business Revenues in 90 days https://www.youtuberainmakers.com https://www.youtuberainmakers.com/you... If you're running a small YouTube channel for your chiropractic business and struggling to make significant revenue, it can feel like a mystery how others, even smaller Chiropractor channels, are making a…
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Whitley Penn Talks: Tariffs and Market Updates
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26:00Message us! Welcome to the newly rebranded Whitley Penn Talks! When listeners tune into Whitley Penn Talks, they will gain valuable insights from industry experts, stay informed on the latest trends in accounting and business strategy, and receive actionable advice to help them make confident, informed decisions for their businesses. In this episod…
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Episode 158 | How To Get Free Leads: Proven Strategies That Work! With Scott Scarano
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42:03Are you looking for ways to generate free leads and grow your firm without spending a fortune on marketing? Then you're in the right place! Michelle Weinstein is bringing you the inside scoop with Scott Scarano, the accountant who throws accounting norms out the window, hosts a killer podcast called Accounting High, and drops some surprisingly smoo…
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The Billion Dollar Accounting CEO w/ Alan Whitman
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43:27In this episode of the Growing Your Firm podcast, host David Cristello welcomes Alan Whitman, the former CEO and chairman of Baker Tilly. Alan shares his remarkable journey of transforming Baker Tilly from a $475 million firm to a $1.5 billion powerhouse. Throughout the conversation, Alan describes how businesses can thrive – largely by prioritizin…
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Segment Smarter: High-Value Individuals and the Services They Actually Want
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28:22Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for. You’ll discover: The 3 highest-value individual segments (and how to speak to their pain points) What they’re really buying whe…
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Success: It Doesn't Come without Challenges
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22:57
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22:57Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…
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Balancing the Bar and the Bench: Indiana lawyer-legislators reflect on session, shortages
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39:50In this episode of The Indiana Lawyer Podcast, host Alexa Shrake talks with state legislators Sen. Rodney Pol Jr. and Rep. Chris Jeter about Indiana’s recent legislative session. Both practicing attorneys, they share how they juggle lawmaking and lawyering, weigh in on key bills, from administrative reform to human trafficking protections and addre…
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This week, on Pioneers and Pathfinders, we're doing something a little different, with a special two-part conversation featuring Justin Ergler and Keith Maziarek, co-hosts of the Off the Clock podcast and board members of the Legal Value Network. Now, you may remember Keith from a previous episode. He's the Director of Pricing and Legal Project Man…
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Powering the AI Revolution: Zayo’s Bold Move to Lead the Future of Fiber and Digital Infrastructure
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30:46In this episode, Andrés Irlando, President and COO of Zayo Group, unpacks the transformative impact of Zayo’s acquisition of Crown Castle’s fiber assets and what it means for the future of digital infrastructure. From expanding Zayo’s metro reach and boosting AI corridor connectivity to bridging the digital divide and enabling edge computing, Andre…
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199 | [Q&A] Handling Clients, Cash vs Accrual, Inventory, and Solo Bookkeeper Vacation Planning
37:11
37:11
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37:11Send us a text This episode comes from April’s Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges. In this episode you’ll hear: Learn how to confidently set your prices for bookkeeping setups and avoid underch…
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How has the economic volatility and uncertainty in recent months impacted law firm financial performance?
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29:16
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29:16In the latest Clarity podcast, the Thomson Reuters Institute’s Bill Josten and Isaac Brooks speak with Belinda Jones, CFO of Ballard Spahr, about the impact of current economic volatility on law firms’ financial performance, exploring such issues as aggressive firm rate hikes, a sudden surge in client demand due to the global trade war, and the cha…
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EP36: Why is hiring for marketing so hard?
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53:51
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53:51Hiring for marketing is hard, especially when you’re a technical founder. If you’ve never worked closely with marketers, how can you confidently hire one? In this episode of the In Demand Podcast, Asia and Kim break down why marketing hires are so tricky for SaaS founders. They walk through the differences between strategic leaders vs executors, ho…
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Ep 10 Federal Government Marketing with TargetGov's Gloria Larkin
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29:48In today's discussion, we delve into the pivotal topic of marketing strategies tailored for the federal government marketplace. Gloria Larkin, the esteemed CEO of TargetGov, speaks to the nuances of successfully navigating the complexities of federal procurement. We explore the significance of employing specific language and keywords that resonate …
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The Intersection of Wealth Management and Tax Planning
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33:44
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33:44Summary In this episode, Mo Arbas and Paul Miller engage with Michael Foguth, a prominent figure in the financial services industry. They discuss Michael's journey into financial services, the importance of tax planning, current trends in wealth management, and the role of AI in enhancing client relationships. The conversation emphasizes the need f…
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EP. 173 – Kerry Lawlor (The Workplace Collective)
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1:02:02In a profession that celebrates achievement and relentless work ethic, what happens to the mental and physical wellbeing of those caught in this culture? Following our previous exploration of the mental health crisis in the legal community, this episode delves deeper into practical solutions. Join host Teneé Frazier as she welcomes Kerry Lawlor, ps…
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