Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
show episodes
 
Artwork
 
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
  continue reading
 
Building a successful sales program is a complex task that requires a deep understanding of recruiting, training and sales systems. On this show, we explore proven methods of scaling your sales program. We also cover the challenges entrepreneurs and sales leaders face and how they overcame them because we believe you have to be a great leader in order to build a great team!
  continue reading
 
Artwork

1
Legacy Connect

Travis Carter

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
Are you ready to take your sales, negotiation, and networking game to Pro-status, ditching amateurism? Welcome to the Legacy Connect podcast, hosted by Travis “T-Rev” Carter. As a seasoned sales master, entrepreneur, and communication expert with over ten thousand hours of pitching, Travis has found that people hate to be sold but love to buy. Each week, Travis dives deep into the art of communicating, revealing how mastering human behavior and trashing sales gimmicks boost success. Discover ...
  continue reading
 
Artwork

1
The Coach's Corner

Denley McIntosh

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
Hosted by Denley McIntosh, The Coach's Corner explores life, both personally and professionally, with the goal of coaching and empowering others to listen with compassion, act with courage and live with purpose and joy in the community of others. Learn more at: https://missionmatters.com/author/denley-mcintosh/
  continue reading
 
Your career is more than just a job—it’s a chance to create an impact and find personal fulfillment. This podcast explores the journeys of business leaders, uncovering how work shapes our lives, the world, and what makes a career truly meaningful. Hosted by Greg Martin, a Toronto-based investment banker and M&A advisor, the show dives into the deeper questions behind our careers—why we work, what drives success, and how our professional lives shape the world around us. In an era of AI, caree ...
  continue reading
 
Welcome to Legacy & Scale, the podcast for purpose-driven entrepreneurs who are ready to build something that outlives them. Hosted by Kevin L. Knox, Business Ecosystem Architect and visionary strategist, this show is where Kingdom principles meet business structure—and where purpose becomes profit with power. Each episode dives deep into the real foundations of scalable success, from branding and marketing to monetization and automation. But this isn’t just about making money—it’s about ali ...
  continue reading
 
#1 Cambridge University BNOC and ‘the best interviewer [The Body Coach Joe Wicks] has ever met’, I give guests legacy-worthy interviews that listeners can enjoy while cooking, commuting, relaxing, or walking their pets. Join D Quan-mmunity of 20 000+ https://www.CoffeesOnMeDavidQuan.com/ … where we kindly share ‘legacy-worthy’ life/study/career interviews, systems, and resources flourishing our Hero's Journey. Receive my Gifts repository & Newsletter – 100% free, all to forward on my blessin ...
  continue reading
 
Artwork

1
The ERP Advisor

ERP Advisors Group

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
  continue reading
 
To The Point is a monthly podcast produced by Crux, the un-agency that fuels business growth. Our podcast features exclusive interviews with successful business leaders across the country to highlight the entrepreneurial spirit and share how marketing can transform an organization. Through thought-provoking conversations that get to crux of it, we’re helping businesses elevate their brand and amplify their mission.
  continue reading
 
"Conversations That Count : Communication Strategies with Industry Leaders" is a podcast hosted by David Shaft, a director of banking and a passionate advocate of effective communication. In this podcast, David aims to explore the power of communication in various industries and walks of life. He interviews high-level executives, professionals, and individuals from different backgrounds, discussing how they have leveraged communication to succeed in their respective fields. The podcast delve ...
  continue reading
 
Artwork
 
Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
  continue reading
 
Powered by Franchising breaks down successful business ownership utilizing the franchise model, working for yourself but not by yourself, to create financial freedom with the power to change people’s lives.
  continue reading
 
Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
  continue reading
 
Artwork
 
http://TaxDebtConsultant.com - Learn how to solve your tax problems. You and your small business will get informative tips, ideas and strategies on how to save taxes and solve your tax problems. You host is Carlos Samaniego, Enrolled Agent licensed by the Department of Treasury and NTPI Tax Fellow.
  continue reading
 
Welcome to Thoughtful Action, Tangible Results - Bettering your Business presented by The Gunter Group. Join us as we explore topics that matter most in business consulting and management - from strategy and leadership to data and digital transformation. Whether your navigating a complex project, refining your strategic planning process or driving cultural and business transformations, our episodes provide actionable insights and fresh perspectives to help you and your teams succeed. With ex ...
  continue reading
 
Welcome to the Cause is a transformative approach to training that incorporates empathy and transparency with targeted insights and strategic action plans. We focus on consulting the whole person, ensuring that each program delivers the clarity, direction, and tools needed to thrive in today’s competitive market.
  continue reading
 
Artwork

1
Tarry and Davies

Airline Management Group

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
✈️ Practical Insights to manage airlines successfully and create free cash flow A podcast for everyone interested in or actively involved in the airline business from start-ups to legacy. Brought to you by Airline Management Group https://airline-management.com/ and CTAIRA https://www.ctaira.com/
  continue reading
 
Artwork

1
The Maguire Enterprise Podcast

James, Jeff, Joe, & Jason

icon
Unsubscribe
icon
Unsubscribe
Monthly+
 
The Maguire Enterprise Podcast's purpose is to help entrepreneurs and business owners win in the game of business and life. We are here for you to bring as much value as possible to help inspire you into taking action. We will share our knowledge, lessons learned, failures and wins, resources and tools, and habits that have helped us get better at business and life. We will bring in special guests, take you into the field, and provide a variety of approaches to business that will help you wi ...
  continue reading
 
We talk about the good and the ugly truth of the product and packaging industries from various sectors of the business. You will hear raw conversations from industry powerhouses for real impact to help you save money, time, and know what's coming down the pipeline. Pull up a seat and join us in the 'House as we discuss key essentials that will help you advance, ascend and accelerate your products to market.
  continue reading
 
Artwork
 
Business owners are today’s American heroes. They innovate, they create jobs, they believe that they can CREATE a better future for their families and our country. So much attention is given the start of a business (the idea, the technology, and the fund raising). Yet much less to the exit – as if it will magically take care of itself. When they do exit the business, it’s a once in a lifetime event – there is no do over! Yet so many are ill-prepared to make the jump.The Ripcord Moment is a p ...
  continue reading
 
Welcome to the Private Club Radio Show, the industry's weekly source for education, news, trends, and other current developments in the world of private clubs. Hosted by the talented entertainer and industry expert, Denny Corby, the podcast offers a unique perspective on the private club industry, featuring expert guests, product spotlights, predictions, and more. Whether you're involved in a golf club management, yacht clubs, athletic clubs, or business clubs, the Private Club Radio Show is ...
  continue reading
 
Artwork

1
The Legacy Martial Arts Business Podcast

Legacy Martial Arts Consulting

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Welcome to "The Legacy Martial Arts Business Podcast," hosted by Sam Hattlestad and Nick Castiglia, the dynamic duo at the helm of Legacy Martial Arts Consulting. This podcast isn't just a platform; it's a mission to inspire and educate aspiring and established martial arts school owners by sharing the remarkable journeys of those who have carved a niche for themselves in this vibrant (and sometimes crazy) industry. Each episode, we dive deep into the heart of martial arts business success, ...
  continue reading
 
Artwork

1
The Big Picture Philippines

Dave Visaya and Michael Uy

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
"The Big Picture" is a dynamic podcast challenging the notion that Filipinos lack business acumen. Tailored for aspiring entrepreneurs, seasoned business owners, and everyone in between, our show brings you the journeys, strategies, and insights of diverse Filipino entrepreneurs. Join us as we explore the realms of possibility, urging every Pinoy to SEE, THINK, and ACT big. Dive into weekly episodes on entrepreneurship, mindset, and growth across Spotify, Apple, and YouTube. Subscribe and be ...
  continue reading
 
Would you like to work with better clients, make more money, and build a business that gives you true freedom? Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur? Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access? Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real busine ...
  continue reading
 
Welcome to Reimagining You The podcast for future-ready leaders, bold entrepreneurs, and visionary thinkers. Success today isn’t about job titles—it’s about transformation. The world is changing fast, and those who thrive are the ones who know how to unlearn, relearn, and reinvent themselves. Whether you're: An executive ready to lead with influence, An entrepreneur aiming to stand out, or A professional looking to break free from corporate limitations... Reimagining You is your go-to space ...
  continue reading
 
Artwork

1
Coffee With Leaders

Legacy Business Consultants

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Coffee With Leaders brings you exclusive interviews with successful leaders from various industries. Hosted by John Barrett and Jamin Baxter, this podcast is your chance to gain valuable insights into what it takes to be a great leader and how you can apply those lessons to your own life and career. In each episode, we sit down with a prominent leader and chat over a cup of coffee (or your drink of choice). Our guests share their personal experiences and lessons learned from their journeys t ...
  continue reading
 
Artwork

1
Trust Us: Estate Planning Wisdom

Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case. Podcast Legal Disclaimer Wel ...
  continue reading
 
Artwork

1
Tech Talks Daily

Neil C. Hughes

icon
Unsubscribe
icon
Unsubscribe
Daily
 
If every company is now a tech company and digital transformation is a journey rather than a destination, how do you keep up with the relentless pace of technological change? Every day, Tech Talks Daily brings you insights from the brightest minds in tech, business, and innovation, breaking down complex ideas into clear, actionable takeaways. Hosted by Neil C. Hughes, Tech Talks Daily explores how emerging technologies such as AI, cybersecurity, cloud computing, fintech, quantum computing, W ...
  continue reading
 
Artwork

1
TSB Money Matters

The Savings Bank

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
TSB Money Matters where we dive deep into the dynamic world of banking, finance, and everything in between. We will tackle topics including landscape of financial institutions, economic trends, and the ever-evolving technologies shaping the future of banking. In each episode, we'll unravel the complexities of financial topics, bringing you insightful interviews with industry experts, thought leaders, and innovators who are at the forefront of the banking industry. Whether you're a seasoned f ...
  continue reading
 
Artwork

1
Money Ripples Podcast

Money Ripples Podcast

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
Financial freedom is the ultimate goal of all who work hard to earn money, whether in the corporate world or in entrepreneurship. Your retirement years are closer than you think, so you want to build your wealth as early as possible to secure a financially comfortable future. Many turn to professional advisers for this, but at the end of the day, these people are just salespeople. Their traditional advice will never get you to the goal you want. They will simply sell you siloed tactics that ...
  continue reading
 
Artwork

1
Charity Impact

Alex Blake, KEDA Consulting

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
The Charity Impact Podcast aims to help you increase your charity’s income and impact by sharing the experience and expertise of our guests. We usually produce episodes under one of the following broad themes: - Insight and actionable tips from an expert on a specific topic e.g. fundraising, philanthropy, strategy, digital, evaluation. - Learning from the experience of a charity CEO or other social leader - Discussion of issues in or affecting the charity sector. Whatever your role or level ...
  continue reading
 
Becoming a great leader isn't easy. It's not because people don't want to lead well; it's just that there need to be clearer examples of what good leadership really looks like beyond fancy titles and corner offices. You see, the word 'leadership' has kind of lost its meaning for a lot of folks. It's often associated with those who were promoted after being really good at their old jobs, but not necessarily those who are good at leading people—the kind of leaders organizations really need. An ...
  continue reading
 
Artwork
 
The Wonder Women Tech Show explores the stories of women and the underrepresented in STEAM (Science, Technology, Engineering, the Arts, and Math) and entrepreneurship. Bringing the global Wonder Women Tech conference stage to the airwaves, the show features a diverse all-female team and cast, and highlights powerful stories of inclusion, entrepreneurship, success, overcoming challenges, innovative breakthroughs, and provides career development and mentorship via weekly Podcasts. Sprinkled wi ...
  continue reading
 
Artwork

1
SCCS-Podcast-The Art and Science of Call Center Success -Richard Blank from COSTA RICA'S CALL CENTER

RICHARD BLANK- TELEMARKETING TRAINER,OFFSHORE BPO & CEO COSTA RICA'S CALL CENTER

icon
Unsubscribe
icon
Unsubscribe
Monthly
 
What does it take to build a successful BPO company? How successful are you with your agents? In running a call center, make sure you got the right people on the bus, and if you do then find the best seat for them. In this episode, Richard Blank and I, talk about his experiences in developing and building call center reps in Costa Rica and creating one of the largest call centers in Central America. Learn more about leadership, strong corporate culture, outsourcing, and becoming successful i ...
  continue reading
 
At HeronCode, we're not just a management consultancy providing solutions related to human capital. We're on a mission to make a difference, to go beyond just making profits, and to launch positive initiatives that impact society in a meaningful way. Empowering women in leadership positions is one such initiative that feels natural to us. We want to celebrate and reward women who have shattered the glass ceiling, who have orchestrated a rise into leadership positions in industries that are s ...
  continue reading
 
Loading …
show series
 
“Do you need a coach, or do you need a consultant? Your answer could determine whether your family business grows or just survives.” - Dave Lorenzo What You’ll Discover Today: In today’s episode of The Inside BS Show, Dave Lorenzo explains the critical difference between a family business coach and a consultant—and how selecting the wrong one could…
  continue reading
 
What if the food you eat could not only affect how you feel today but also determine how many healthy years you’ll have in the future? In this episode of Tech Talks Daily, I sit down with Jonathan Wolf, the co-founder and CEO of Zoe, to explore how advanced science, AI, and data are reshaping our understanding of nutrition and health. Jonathan shar…
  continue reading
 
In this episode of Legacy Connect, Travis "T-Rev" Carter challenges the standard approach to data-driven decision-making with RevOps expert Chris Hill of Good Halo Solutions. Chris introduces the concept of "data-decorated" companies, those with flashboards of metrics but no actual insight, while explaining how successful organizations establish cl…
  continue reading
 
Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What’s unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with h…
  continue reading
 
An occasional rough morning is understandable, but when it becomes a pattern, it can drain your passion, weaken your resilience, and strain your relationships. If you find yourself asking, “Why can't I get going?” or “Why do I just not care?”—it might not be simple exhaustion. You may be experiencing burnout. In this episode of The Coach's Corner, …
  continue reading
 
“Tax planning is not about saving a few dollars. It’s about protecting your investment, your relationships, and your future returns.” What You’ll Discover Today: If you're acquiring a business, tax planning might not be your first concern—but it should be. In today’s episode of The Inside BS Show, Dave Lorenzo sits down with tax expert Harry Cendro…
  continue reading
 
#232 The CFO’s Guide to Creating a High-Impact Global Team with Benyam Hagos https://open.spotify.com/episode/3xcOnyHg4WGip8LALiVb6T The role of a Chief Financial Officer (CFO) in building and scaling a high-performance global finance team is critical to an organization’s success. In today’s rapidly evolving business landscape, CFOs must navigate c…
  continue reading
 
How do you teach financial literacy to a generation that’s grown up swiping on social media, watching crypto rise and fall, and navigating economic uncertainty before they’ve even finished university? That’s the question Aleksandra Medina set out to answer when she co-founded Frich—a social finance app built with Gen Z in mind. In this episode, I s…
  continue reading
 
Episode 90. Mary Spio has a very impressive background. She’s a rocket scientist who turned to the movie industry to transform how the industry delivered content. She built a virtual reality platform while also working to let content creators better monetize their work. What’s behind all this? In this episode of the Lifetime at Work Podcast, host G…
  continue reading
 
In this episode, we chat with Desi Speh, COO at Desert Highlands in Arizona. A guy who’s quietly redefining what club leadership can look like. Desi’s not the loudest voice in the room, but his impact is undeniable. From turning valet service into a culture-defining moment (ice cream cooler included 🍦) to mentoring staff into leaders, his philosoph…
  continue reading
 
"Nobody dreams of working for your family business. You have to show them why they should." — Dave Lorenzo What You’ll Discover Today: Attracting top talent is one of the biggest challenges family business CEOs face. In this episode, Dave Lorenzo explains how small and midsize family-owned companies can compete with big brands and elite firms for t…
  continue reading
 
In today’s episode, I had the opportunity to speak with Rafael Carazo Salas, a scientist, entrepreneur, and the CEO and founder of CellVoyant. This is a conversation that goes beyond the hype around AI to reveal how machine learning is reshaping the future of healthcare in ways that are both profound and immediate. CellVoyant, a spinout from the Un…
  continue reading
 
What happens when marketing, psychology, and emerging tech converge around a single purpose, redefining the relationship between brands and consumers? In today’s episode, I’m joined by Jaime Schwarz, a creative force behind Brand Therapy, The TeamFlow Institute, and MRKD.art, whose work is challenging the very foundations of modern brand strategy. …
  continue reading
 
"The family dynamic can either destroy your business or make it a joy to run. Governance is what tips the scale." - Dave Lorenzo Running a business with family members can be fulfilling—or a complete disaster. In this episode, Dave Lorenzo outlines the three foundational pillars of governance every family business needs to survive and thrive. Key T…
  continue reading
 
How do you measure the real impact of marketing when every campaign unfolds across multiple channels, mixes digital with physical, and generates more data than most teams can handle? That’s exactly what Abby Kearns and the team at Alembic are tackling. As Chief Technology Officer, Abby is helping build a marketing intelligence platform that doesn't…
  continue reading
 
Would You Sell Your Family Business If You Could Avoid Capital Gains Tax?” - Dave Lorenzo What You’ll Discover Today: Would you sell your family business if you could pay no capital gains tax, reward your employees, and preserve your legacy? In this episode of the Inside BS Show, Dave Lorenzo explores how an ESOP (Employee Stock Ownership Plan) mig…
  continue reading
 
What if the solution to screen addiction, online bullying, and tech-driven anxiety lies not in removing devices altogether, but in rethinking how we introduce them? That’s the question at the heart of my conversation with Bill Brady, co-founder and CEO of Troomi. In a world where children are spending up to nine hours a day on screens, and where th…
  continue reading
 
Legacy ERP end of life can create confusion about the best path forward for your business’s ERP. Options may include upgrading your current software, migrating to the vendor’s newest product, or selecting an entirely new solution. Defining what is best for your company and its actual needs will ensure you make the right decision. In this episode of…
  continue reading
 
On this episode of our "Leaders in ERP Series", Shawn Windle speaks with Soma Somasundaram, President & CTO at Infor. Soma provides an expert approach to emerging ERP market trends, including AI and looming legacy software end-of-life deadlines, to help businesses truly take advantage of transformative technology. Connect with us! https://www.erpad…
  continue reading
 
What if the most powerful tool in your leadership journey isn't your title—but your voice? In this episode of Reimagining You, I sit down with Eithne Treanor—international media trainer, former CNN journalist, and global event moderator—to explore how executives and professionals can elevate their presence, own their space, and communicate with imp…
  continue reading
 
"You don’t choose a king to run your business. You choose someone who earned the throne." – Dave Lorenzo What You’ll Discover Today: If you're a family business CEO, this episode is essential listening. Dave Lorenzo breaks down the five critical things every family business leader must understand before creating a succession plan. From tax conseque…
  continue reading
 
What if AI could help your content speak every language without losing its heart? In today’s episode, I sat down with Oz Krakowski, Chief Business Development Officer at Deepdub, a company reshaping how stories cross linguistic and cultural borders through AI-powered dubbing. As global demand for diverse entertainment continues to surge, Deepdub is…
  continue reading
 
In this episode of Powered by Franchising, Laura Rolfe sits down with JT Thiessen, Chief Development Officer at Rolling Suds, a rapidly growing franchise in the residential and commercial power washing industry. From prepping the Superdome before the Super Bowl to cleaning government buildings, silos, homes, apartment complexes, and even overpasses…
  continue reading
 
SAP began the week with the announcement of its financial results for the first quarter ended March 31st, 2025. In release news, IFS unveiled new Industrial AI-powered features introduced with IFS.ai into the latest IFS Cloud 25R1 release. In other news, Qlik announced the launch of a new AWS cloud region in the Middle East, strengthening its commi…
  continue reading
 
How do you uncover misinformation and financial fraud hidden in plain sight across thousands of digital platforms during a global election cycle? In this episode, I spoke with Jim Webber, Chief Scientist at Neo4j, to explore how graph database technology is being used to expose coordinated disinformation campaigns, empower AI systems, and help ente…
  continue reading
 
There are obvious negative effects of financial stress—or financial constraints, in general. But how do financial constraints actually affect our decisions with money or in other areas of our lives? And while we may associate financial stress with those that have little money, anyone can feel constrained financially. For some, those constraints wil…
  continue reading
 
“Empathy is the most important job as a business owner. Put yourself in that person's shoes and give them what they need.” – Sara Naheedy What You’ll Discover Today: How does a real estate lawyer become the most loved advisor in her region? Today on The Inside BS Show, Dave Lorenzo and Nicola Gelormino sit down with California real estate attorney …
  continue reading
 
What does digital sovereignty mean in the age of cloud computing, and is Europe finally prepared to rethink its reliance on foreign infrastructure? In this episode, I speak with David Michels from Queen Mary University of London about his latest research, which examines the growing demand for sovereign cloud services across Europe. Commissioned by …
  continue reading
 
In this episode of Legacy Connect, Travis "T-Rev" Carter sits down with John Westman, a Harvard instructor and sales strategist who specializes in teaching high-growth strategies and building trust in enterprise sales. John reveals why top 1% sellers consistently earn trust while others struggle, sharing his insight that buyers who trust sellers ac…
  continue reading
 
In today’s episode of Tech Talks Daily, I sit down with Jeff Butler, General Manager of Cask Canada, who shares the story of how he led a tech startup to a standout position in the competitive ServiceNow ecosystem in less than a year. Listen in to learn how Cask Canada grew from startup to standout in the ServiceNow ecosystem by focusing on people,…
  continue reading
 
For our 28th episode, President & Chief Strategy Officer Ethan Whitehill chats with Sly James and Joni Wickham of Wickam James who make the case for sponsorship over mentorship, the importance of active listening, and why there are no limitations to doing good. Get to the point with us on the last Tuesday of each month!…
  continue reading
 
Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What’s unique about Gideon is how he launched a “Wealth Builder” service model to support high-income next-gen clients—within a firm traditionally focused on reti…
  continue reading
 
"I was probably the only salesperson to ever get physically thrown out of a meeting by security — and it was completely my fault." - Dave Lorenzo What You’ll Discover Today: Today on The Inside BS Show, Dave Lorenzo shares an unforgettable story about getting thrown out of a sales meeting — and how it taught him the three most important aspects of …
  continue reading
 
#231 Outgrowing Xero: When It’s Time to Level Up Your Finance Systems with Darren Cran https://open.spotify.com/episode/2u9wa8kz26D64O7Fc5NpMF In the rapidly evolving landscape of financial technology, businesses face critical decisions about scaling their accounting systems. Choosing the right financial management platform can make the difference …
  continue reading
 
What if contracts could do more than sit in a drawer gathering dust? In today's episode, I sit down with Monish Darda, CTO and Co-founder of Icertis, to explore how AI is transforming contracts into powerful, active business assets. Monish shares how Icertis has evolved from early machine learning models to leveraging large language models like GPT…
  continue reading
 
Loading …
Listen to this show while you explore
Play