A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Strategy Advisory Podcasts
Podcast by Jeff Zufall
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Synozur – the transformation company – is an advisory agency that reimagines business for our clients, navigating the complexities of leadership and strategy with ease. We deliver strategic advisory services and help define your "North Star" for business excellence. Polaris helps chart the course for business, technology and leadership transformation.
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Unfounded is a weekly podcast for business and creative leaders who look beyond the bottom line. Hosted by David Laxer and Ofir Michaeli, 2 creative strategists with vast international experience, the podcast seeks to challenge conventions, tackle herd mentality and fight the abuse of industry buzzwords and lingo that often hide lack of vision and originality.
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Kristian Finfrock has been on the air for more than ten years as your source for all things retirement. Kristian covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between. Investment advisory services offered through Retirement Income Strategies, an SEC registered investment advisor. Firm may not give tax advice.
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talkBIG is RSM's business finance and economics podcast, helping you save, create and protect your wealth. This podcast delves into real-life stories and inspires listeners to talk and think BIG. This is edutainment at its finest, suited for financial geeks or newbies. Tune in and subscribe to get your hit of personal and business money talk.
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The Earth’s soils, rocks, air, water, plants and animals are all valuable resources that provide a wide range of services and benefits. These resources need to be carefully managed and maintained to support a healthy functioning environment. In this Natural Capital podcast series, hosted by Rachel Smillie and Harry Fisher, we will explore different natural capital assets and their value to Scottish agriculture and the rural economy, including the opportunities and risks for the future. Hoste ...
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Investing in property makes sense, investing in the right property takes knowledge. Welcome to the Rewarding Property Decisions podcast. Join me, Jarrod McCabe of Wakelin Property Advisory, for expert insights into the fundamentals, trends and opportunities to help you create long term wealth through smart property decisions.
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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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How do the leaders of APAC brands use purpose-driven storytelling to bring their big ideas to life, achieve communications goals, drive better business outcomes, and live out a purpose beyond profit? The CMO Show is an award-winning marketing podcast, brought to you by ImpactInstitute, in partnership with Adobe. Each episode features industry insights from a marketing or business leader on strategy, creativity, measurement, evaluation, and more. *ANZ Winner - 2020 CMS Asia Award for 'Best Us ...
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1
Un-Billable Hour: Business Management Strategies for the Busy Lawyer Around the Community Table
Legal Talk Network
19
206
Managing your law practice can be challenging. Marketing, time management, attracting clients and all the things (besides the cases) that you need to do, but aren't billable. Welcome to this edition of "Un-Billable Hour" ...the law practice advisory podcast! This is where you'll get the information you need from expert guests and host Christopher T. Anderson.
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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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C2 Biz Growth features insightful information and lessons learned from entrepreneurs and CEOs who are growing and scaling their companies. We realize that being the CEO and leader can be a lonely position. However, Success breeds Success and our conversations with men and women on the “entrepreneurial battlefield” will inform, inspire, and drive you to keep marching onward and upward. C2 Biz Growth is hosted by John Hale III, Founder and CEO of The Cornerstone Group, a business advisory and ...
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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it's about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we're talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...
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Banking on Growth is a podcast for bankers and financial advisors operating in community-based banks and credit unions. Throughout this podcast, we'll chat with financial industry professionals and thought leaders at the forefront of developing creative solutions to assist community banks in delivering financial advisory services to their clients with the goal of helping the institution grow. We'll examine the most recent industry developments, technology, and best practices for providing hi ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Welcome to The No B.S. Property Investing podcast (brought to you by Ripehouse Advisory) - where data replaces guesswork and strategy beats speculation. Join your host, Julian Nicolitsis (Head of Strategy at Riphouse Advisory), as we cut through all the property investing fluff and nonsense - bringing you proven strategies helping everyday Australians build legitimate property portfolios. Each episode delivers actionable intelligence on what actually moves the needle. We also expose the cost ...
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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The home of Bitcoin for business. Hosted by the team at Sovreign, this show explores how forward-thinking companies are using Bitcoin to preserve value, streamline operations, and rethink outdated financial models. We sit down with the leaders building the next generation of Bitcoin-powered businesses—hearing firsthand how they think, what they’ve learned, and how you can replicate the most successful financial strategy in the world.
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The Personal Wealth Coach
Jacob A. McClure, CIMA®, of The Personal Wealth Coach, an Independent Fiduciary Investment Advisory Firm | Fee-Only
2521
Seeking insights that resonate with your wealth management goals? This is Jake McClure, with The Personal Wealth Coach podcast, exploring the intersection of economics and history and how it influences your financial journey. Understand the big picture of the U.S. and global economies, market trends and policies with us for clearer investment strategies. Stay ahead, stay informed, with The Personal Wealth Coach podcast for smarter financial decision-making. Eager to learn more? Schedule a co ...
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and Founder of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you ...
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Welcome to the Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed, directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to r ...
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Enlightened Entrepreneur | Lessons in Business | Actionable Strategies For Confidence & Growth
Leandra Nisbet | Business Growth Strategist | Stingray Advisory Group
014
Ready to expand your idea from a hobby into a sustainable business? The Enlightened Entrepreneur is your opportunity to learn directly from an award-winning expert who has successfully transitioned from the corporate world to create and grow a six-figure revenue-generating, certified, Top Women-Owned Business that was able to report a profit in year 1. Your host, Leandra Nisbet, brings over 15 years of hands-on expertise and real-world experience not only within her business but also from th ...
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If you're anywhere in your journey of adulthood — it all comes back to money and your financial future. In Season 1 of Klickline, Mina Kim sits down with top divorce lawyers, therapists, and financial experts to explore how major life transitions impact your mental and financial well-being. Whether you’re single, planning a wedding, navigating a separation, or rebuilding after divorce, this season will help you protect what matters and make smarter decisions for your financial future. Real c ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Slash Tax is your go-to podcast for legal tax strategies, powerful incentives, and tax-advantaged investments. Hosted by Heidi Henderson, this show is designed for high-income earners, business owners, real estate investors, and CPAs who want to cut tax bills, keep more cash, and build lasting wealth. Each episode brings expert insights, actionable strategies, and real-world examples—helping you take control of your financial future.
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Partnering Leadership is a top global podcast designed to help CEOs and senior leaders navigate the complexities of leadership, strategy, culture, and innovation. Hosted by Mahan Tavakoli—a seasoned leadership advisor with over 25 years of experience and recognized as a top thought leader in management—the podcast brings you real-world insights and practical advice to drive meaningful results. Mahan’s experience as a trusted advisor shapes each discussion, driving deeper insights that challe ...
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The 'Your Strategy. Implemented.' Podcast by Skarbek features conversations with individuals from all walks of life, sharing insights on how they achieved their most challenging objectives. Skarbek is a strategy implementation and advisory firm, helping businesses successfully deliver their strategic initiatives. https://skarbek.com/
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Strategy and Architecture, Leadership and Mentoring, Thought Leadership
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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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At Deloitte, we help clients navigate through economic uncertainty while capturing market opportunities. In this podcast series, we hear from industry experts as they share their valuable insights on facing the COVID-19 pandemic and how to emerge stronger on the other side. Have any questions? Reach out to us at [email protected] #deloittevoices
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A daily podcast helping marketing consultants build a more profitable advisory business.
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The Transaction
Craig Rosenberg & Matt Amundson | B2B Sales & Marketing Experts - Hosts of The Transaction
774
Welcome to The Transaction. The #1 Go-To-Market podcast on the planet. Hosts Craig Rosenberg and Matt Amundson, two legendary go-to-market leaders in their own right, talk weekly with the best sales, marketing, operations, and product leaders in the B2B SaaS world to understand what's working in the new playbook of the post-ZIRP market. But Craig, Matt, and their guests don't just talk theoretically, they share the stories and actionable tips, tactics, and strategies behind what's driving re ...
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Advisors don’t need another tool. They need a strategy and a thought partner. The AI-Native Advisor Podcast is where modern advisory meets practical AI. Hosted by brothers Mike and Danny Shannon, founders of Impruve, each episode delivers real-world tactics to help you scale your practice, streamline operations, and strengthen client relationships without losing the personal touch. You’ll walk away with: - Frameworks to make smarter AI decisions instead of chasing shiny tools - Use cases you ...
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Strategies to improve business performance.
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Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet ...
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A podcast helping independent marketers how to build a leveraged and profitable practice. (This podcast was formerly named Mindshare Radio)
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Welcome to AI Advisory — the podcast and publication dedicated to keeping you ahead in the age of artificial intelligence. I’m David Peterson, and each week, I’ll bring you the latest AI breakthroughs, real-world use cases, and practical strategies you can start using right now to increase productivity, streamline your work, and accelerate your learning. AI isn’t just a buzzword anymore — it’s a shift that’s transforming how we work, create, and think. But with so many new tools, headlines, ...
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Find out what you can do to achieve a more reliable retirement outcome than most traditional stock market-based plans can offer. At the Retirement Income Show, we R-E-A-L-L-Y believe: Stable RENEWABLE streams of income in retirement are possible…REALLY. Wall Street’s traditional investment advice is helpful in the accumulation stage and DANGEROUS in the decumulation stage…REALLY. Variable Annuities can be HELPFUL in the accumulation stage but detrimental in the decumulation stage…REALLY. The ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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What does it take to lead - and live - when the world won’t sit still? Hosted by executive advisor and bestselling author Jimmy Allen, Founder’s Mentality: The CEO Sessions is a leadership development podcast that goes beyond the boardroom. Each episode features a conversation with a prominent CEO—from the likes of Audible, Walmart, and AWS—who reflects on the lessons that reshaped their business and their personal growth. But you won’t just hear from business leaders. Jimmy brings in artist ...
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“What’s the BUZZ?” is a live format where leaders in the field of artificial intelligence, generative AI, agentic AI, and automation share their insights and experiences on how they have successfully turned technology hype into business outcomes. Each episode features a different guest who shares their journey in implementing AI and automation in business. From overcoming challenges to seeing real results, our guests provide valuable insights and practical advice for those looking to leverag ...
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As part of Deloitte’s WorldClass ambition to impact 50 million people, our partnership with One Young World (OYW) develops young professionals into future leaders who can solve the world’s toughest problems. Have any questions? Reach out to us at [email protected] #deloittevoices
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Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor, and the host of this podcast Video Podcasts of this episode are found on our YouTube Channel: PHYSICIAN WEALTH MEDS - A Wealth Podcast for Doctors Email: [email protected] Contact: Kevin Sullivan NY Office: 716-970-4448 ME: Office: 207-660-6637 Securities and advisory services offered through LPL Financial, ...
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Escaping B2B SaaS Dashboard Hell with Ray Rike & Dave Kellogg - Ep 70
55:32
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If you feel like your pipeline is broken, your CAC is bloated, and your dashboards are lying to you… you’re FAR from the only one. Joining the show are the Metrics Brothers, Ray Rike and Dave Kellogg! Ray is the Founder & Chief Evangelism Officer of Benchmarkit, Host of Metrics That Measure Up, a Founding Member of the SaaS Metrics Standards Board,…
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Designing Workforces for Agentic AI: What HR Must Do Next (Todd Raphael)
26:54
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What actually changes when AI agents become part of your workforce — and which human skills still matter most? In this episode, host Andreas Welsch talks with HR and talent-intelligence veteran Todd Raphael about the practical realities of bringing agentic AI into organizations. They move beyond proofs-of-concept to ask the tough questions: How do …
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Why did prices stay flat for twenty years, then suddenly surge and refuse to come back down? In this episode of The Personal Wealth Coach, we take a deep dive into the puzzle of persistent inflation and uncover the forces that keep it hanging around. We’ll explore how decades of free trade kept costs low, why pandemic supply chain chaos flipped the…
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This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil. This episode was recorded on December 5th, 2025. If you would like to contact us, please send an email to us at [email protected]. We are happ…
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What Planning Opportunities and Pitfalls Have Been Created by the One Big Beautiful Bill
49:58
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The One Big Beautiful Bill Act (OB3) is here, but what does it actually mean for individuals, retirees, and business owners? In this episode of Banking on Growth, host Mike Graham sits down with Jason Beiswenger and Chris Lockhart from Wipfli LLP to unpack the sweeping tax changes that could reshape your 2025 financial strategy. From expanded SALT …
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536: By the Numbers: Cash Out or Hold On? The Retiree's Dilemma
38:52
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With talk of bubbles, corrections, and overvaluation dominating the headlines, we unpack how you can stay confident, stay invested, and stay sane when markets feel anything but predictable. In this episode, we discuss: Reasons why you might reduce stock exposure Poor (or dangerous) reasons to move to cash The biggest threat to your portfolio Practi…
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Success Leaves Clues: Ep275 with guest Jocelyne Moyer, Senior Vice President of Strategy and Operations at Zeitview
30:04
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In this episode of Success Leaves Clues, hosts Robin and Al sit down with Jocelyne Moyer, Senior Vice President of Strategy and Operations at Zeitview, to explore the intersection of operations, artificial intelligence, leadership, and sustainable growth in high-risk, high-impact industries. Jocelyne shares her journey from engineering and large-sc…
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423 Thursday Refresh: Andrea Sampson on The Power of Strategic Storytelling in Leadership: Making Your Messages Memorable
49:23
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In this episode of Partnering Leadership, Mahan Tavakoli hosts Andrea Sampson, an expert in strategic storytelling and the co-founder of Talk Boutique. Andrea Sampson talks about the fascinating intersection of brain science and storytelling, emphasizing why humans are hardwired to respond to stories. As an experienced speaker's coach for TEDx Toro…
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Is Social Security Going Broke? Facts and Strategies
10:34
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📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ Wade tackles the endless headlines about Social Security running out of money and explains why the fear around it often overshadows the facts. This conversation brings perspective to an issue people worry about far more than they need to, especially when planning for retirement. …
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Pay Yourself First: Maximizing Wages, 401(k)s, and Tax Strategy
21:19
21:19
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Are you paying yourself what you’re worth, or is your practice managing you? In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the "one-size-fits-all" approach to dental practice finances. Too many dentists rely on generic quarterly tax esti…
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The Real Talent Challenge: Why Hiring NextGen Advisors Is More Nuanced Than We Think with Natalie Taylor
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If you’ve ever felt stuck trying to hire the right people or frustrated by how hard it is to bring more women and diverse talent into your firm, this episode gives you the roadmap you’ve been missing. Natalie Taylor, founder and CEO of The Goodland Group and a 20-year industry veteran, joins Zach and Kelsey in the latest episode of The Advice Busin…
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Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
8:34
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While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to …
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Investing with Guardrails: The Rise of Defined Outcome ETFs and Structured Income Notes
41:35
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Brian Skrobonja sits down with Phon Vilayoune to unpack buffered ETFs and income notes. Phon is the Founder and CEO of VETA Investment Partners, where they currently oversee over $5.5 billion in assets. They discuss the benefits of positioning your portfolio for growth and safety, how to protect your nest egg in volatile markets, and practical stra…
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Underquoting reforms: good intentions, practical problems
26:52
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The Victorian Government has signalled significant reforms that would require vendors to publish their reserve price at least seven days before an auction. In this week's episode, Jarrod McCabe and Jordan Telfer explain why this rule – while well-intentioned – clashes with the commercial reality of auction campaigns, and why a published reserve rar…
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Episode 62: Black Friday, Gifting & Retirees
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Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…
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Never has it been easier to create entire worlds at the click of your fingers. Yet this burst of productivity masks a real danger lurking beneath -- what will happen when we collectively lose our ability to think, or if our audience will no longer be able to distinguish between A & B. David Laxer & Ofir Michaeli dive into a number of phenomena such…
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422 How AI Is Reshaping the Knowledge Economy, And What Leaders Need to Do Now with Sangeet Paul Choudary
55:09
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In this episode of Partnering Leadership, Mahan Tavakoli sits down with Sangeet Paul Choudary, one of the world’s leading thinkers on digital strategy, platforms, and the future of value creation. Sangeet is the author of the acclaimed new book Reshuffle: Who Wins When AI Transforms the Knowledge Economy, a work that reframes how leaders must think…
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In this episode, Ray explores one of the most overlooked leadership disciplines in advisory firms: off-boarding with intention, respect, and alignment. While most teams invest heavily in creating world-class onboarding experiences, few bring the same rigor to the moment when a team member exits. Ray shares why offboarding is not about correcting fa…
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278: Dr. Emily Oster on fighting misinformation and rebuilding trust in healthcare
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In last week’s episode, Advisory Board experts explored why leaders have a responsibility to combat rising patient distrust. The challenge? Most providers aren’t prepared — and often haven’t been taught — how to respond effectively. Distrust isn’t just about debunking misinformation. The combination of low-quality research and panic headlines has m…
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Pursue Repeatable Models: Sunny Verghese, CEO & Co-Founder, Olam
35:43
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How do you grow a bold idea into a global agribusiness leader… and then reimagine it all over again? In this episode, Jimmy Allen sits down with Sunny Verghese, Co-Founder and CEO of Olam, to discuss how repeatable models can deliver both discipline and discovery. From sourcing cashews in Nigeria to building a business that now spans 60 countries, …
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Bitcoin as The Middle Path with Marty Bent
1:28:22
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The banking industry is waking up to the threat of Bitcoin—and they are fighting back. In this episode, Brandon Karpeles sits down with Marty Bent, founder of TFTC, host of Rabbit Hole Recap, and partner at Ten31, to discuss the state of the media, the "crypto" distraction, and the silent war banks are waging against Bitcoin companies. Marty shares…
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The Property Investing Checklist We Use to Reject 99% of Properties
30:19
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FREE DOWNLOAD: Property Due Diligence Checklist → https://ripe.house/3KkqjBk Most property investors get this wrong - discover how to do due diligence the right way before you buy an investment property. Whether you're a first-time investor or already building your portfolio, understanding how to accurately assess a property's price and mitigate ri…
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Remote Leadership & the Future of CAS | Arna Erazo on Leaders of the Ledger
22:43
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In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma. Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses …
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How Much is Enough for a Stress-Free Retirement?
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Is $1 million enough to retire? What about $2 million? In this week's episode of The Retirement Income Show, we break down why there’s no magic number—because a confident, stress-free retirement is really about having steady, reliable income that lasts your entire life. We unpack why some assets generate stability while others only look good on pap…
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Public Stakes in Private Profits; When Governments Become Shareholders
16:37
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What happens when Uncle Sam starts acting like a venture capitalist? In this episode of The Personal Wealth Coach, Jake McClure dives into a surprising trend: governments taking direct stakes in private companies. From Intel’s $8.9 billion boost under the CHIPS Act to golden shares in U.S. Steel, we explore what this means for innovation, profitabi…
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This week's market update as seen by The Personal Wealth Coach. Listen in to hear how our preferred market indicators reacted this week, followed by treasury yields and West Texas Intermediate Crude Oil. This episode was recorded on November 28th, 2025. If you would like to contact us, please send an email to us at [email protected] or [email protected]. W…
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535: Freedom After 50: The "Unforgivable Sin" in the Second Half of Life
29:51
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Discover why the biggest barrier to deeper relationships after 50 isn't conflict — it's the certainty we cling to without even realizing it. In this episode, we discuss: Why certainty "hardens" as we age How to navigate generational divides How fear shapes our beliefs and actions Viewing values as flexible filters vs. rigid rules Today's article is…
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Success Leaves Clues: From the Vault - Redefining Leadership and the Future of Work with guest Jodi Kovitz, CEO of the Human Resources Professionals Association (HRPA)
31:46
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31:46
In this From the Vault episode of Success Leaves Clues, hosts Robin and Al sat down with Jodi Kovitz, CEO of the Human Resources Professionals Association (HRPA), to explore how empathy, innovation, and inclusion are redefining leadership in today’s workplace. Jodi shares her insight on why HR leaders must have a strategic seat at the table to infl…
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Galloway and Southern Ayrshire UNESCO Biosphere OPIN
50:37
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50:37
Galloway and Southern Ayrshire is Scotland’s first UNESCO Biosphere which promotes a balanced relationship between people and the natural environment. Built on partnership, community action, innovation and learning, the Biosphere supports thriving, sustainable communities living in harmony with nature. In this episode, we’re joined by Nature Recove…
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How to Save Six Figures in Taxes | Mark Kohler's Advisory Blueprint
46:08
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46:08
What if the difference between paying taxes and building wealth is just a shift in mindset? In this episode, Heidi Henderson sits down with Mark J. Kohler, attorney, CPA, bestselling author, and one of the most trusted voices in tax and legal strategy for small business owners and real estate investors. Mark shares how to move beyond compliance int…
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Ten years ago, The CMO Show launched as a bold experiment in marketing storytelling. Back then, podcasts were niche, TikTok didn't exist, and AI was just a whisper. Fast forward to today, and the show has become a trusted industry platform, marking a decade of insights, evolution, and candid conversations. In this special live-recorded anniversary …
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Polaris is a production of Synozur – the transformation company. Synozur reimagines business for our clients, navigating the complexities of transformation and strategy with ease. In this episode of Polaris, Chris McNulty interviews Ed DeAngelis, CEO of EDA Contractors, who shares his journey of transforming a roofing company into a leader in the c…
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The New Things to Know About Building Generational Wealth
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9:32
Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning. WHZ Senior Partner & Chief Investment Officer Laurence Hale, AAMS® CRPS® explains. - Subscribe to the You and Your Money podcast - Follow us on Facebook,…
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In this Thanksgiving episode, Ray Sclafani reflects on why gratitude is more than a seasonal sentiment for advisory leaders — it is a strategic advantage. Drawing from research, industry insights, and personal experience at ClientWise, Ray explores how appreciation strengthens culture, deepens engagement, and elevates performance across advisory fi…
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…
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The True Wealth of Giving Thanks | Episode 186
11:05
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11:05
Send us a text Discover why gratitude is more than a feeling, it’s a form of true wealth. In this Thanksgiving week episode of The Spend Life Well Show, Mark Trice explores how a thankful heart can shape your financial life, strengthen your faith, and shift your perspective on what really matters. Mark shares practical, biblically rooted insights o…
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What Are You Working For? Money, or Wealth. There’s a Difference.
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37:30
Today’s episode is about you and your mindset as it pertains to generating wealth through your business. Guest Lauren A. Klein was a corporate attorney when she came to a crossroads, would she follow the corporate path and accept a paycheck, or strike out on her own and build wealth on her terms. She started by asking questions about how lawyers ma…
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The Accidental Owner’s Roadmap to Building a Lasting Firm
11:59
11:59
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In this episode of "Building the Billion Dollar Business," host Ray Sclafani delves into the strategies and insights behind successful financial advisory firms, focusing on organic growth and new client acquisition. He outlines six steps to boost growth, emphasizing the importance of client relationships, team collaboration, and strategic planning.…
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421 [BEST OF] Why Strategy Fails Without the Right Board: Didier Cossin on High Performance Boards & Decision-Making at the Top
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What if the greatest risk to your organization isn't economic uncertainty, market volatility, or disruptive technology—but the decisions being made in your own boardroom? In this episode of Partnering Leadership, Mahan Tavakoli speaks with Didier Cossin, IMD professor and global expert in board governance, whose book High Performance Boards has bec…
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Diving Into Emotionally Focused Therapy w/ Elana Katz
38:20
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What really happens when emotion—not logic—drives our relationships? In this episode of Klickline, host Mina Kim sits down with Elana Katz, internationally recognized therapist, EFT trainer, and senior faculty member at the Ackerman Institute for the Family. Elana teaches Emotionally Focused Therapy (EFT) around the world, helping couples, mediator…
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277: Patient distrust is costing you. Here’s how to rebuild it.
32:55
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Patient dissatisfaction with the healthcare system has long been a concern — but today, it’s something far more serious: outright distrust. Between 2023 and 2025, the share of Americans who don’t trust their doctor at all to make the right recommendations jumped by eight percentage points. Now, nearly one in six patients lack confidence in their ph…
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How To Choose Real Estate Investment Locations & Assets That GROW
27:20
27:20
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Want to know the best suburbs to invest in Australia? In this episode, we break down exactly where to buy an investment property in Australia, what asset type to choose, and why. Be sure to take notes as Julian reveals the exact data-driven process Ripehouse Advisory uses to identify the best investment property locations before the market catches …
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How To Build a Purpose-Driven Retirement for 2026
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How do you build a retirement that actually feels meaningful, not just mathematically correct? In this episode of Retirement Roadmap, Mark Fricks and Evan Fricks break down why retirement planning isn’t only about "saving enough." It’s about aligning your money with what gives your life purpose in 2026 and beyond. Drawing on decades of hands-on ret…
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Stephen Cole on Castle, Bitcoin Treasuries, and Fixing Business Money
1:08:41
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Bitcoin isn’t just a hedge anymore—it’s becoming a foundational tool for businesses trying to survive inflation, rising costs, and a broken monetary system. In this episode, Brandon Karpeles sits down with Stephen Cole, long-time Bitcoiner, investor, community builder, and now co-founder & CEO of Castle, a Bitcoin treasury platform built specifical…
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Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger
24:43
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Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world. Tailor opens …
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Is remote work surveillance going too far?
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As technology makes it easier than ever to track employee activity, businesses are grappling with how to balance productivity with privacy. In this episode of talkBIG, host Andrew Sykes is joined by BAL Lawyers director Bill Pardy and RSM Australia’s Director of People & Culture Rebekah Mark to unpack the legal, ethical and cultural implications of…
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Assaf Guery founded 2 cutting-edge creative agencies, co-founded digital banking giant Varo, and then became a photographer who specializes in capturing the behind the scenes magic of some of the world’s most powerful business people. David Laxer & Ofir Michaeli sit down with their guest and explore the power of slowness in today’s rapid, ever-chan…
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The Market Changes; Your Income Shouldn't
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If your income is tied to the stock market, you’re carrying more risk into retirement than you may realize. While that volatility may be fine while you’re working, it becomes a very different story when retirement begins. In this episode of The Retirement Income Show, we break down why the strategy that got you to retirement shouldn’t be the same o…
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Stress, Strategy, and Staying Calm in the Middle
40:58
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Markets don’t just move, they mess with our minds. In this episode of The Personal Wealth Coach, Jake McClure takes you inside the psychology of financial chaos and explains why even smart investors make irrational choices when things get turbulent. From loss aversion and herd mentality to recency bias and framing, we unpack the mental traps that l…
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