The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Tech Advisor Podcasts
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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The team from Tech Advisor run through what you need to know to stay safe online, from VPNs and anti-virus to how to keep your personal data locked down.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
The Agile Brand
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The Apple advisor aims to keep you informed about your Apple product this includes tips and tricks to make your device easier to use and other hidden features
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This is Founder Real Talk, where we get real about the challenges that founders and startup executives face, and how they've grown from tough experiences. Hosted by Managing Partner Glenn Solomon.
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. Each episode of The Influential Advisor Podcast explores the art of authoritative positioning—giving you actionable strategies to amplify your expertise, elevate your practice, and become the go-to authority in your market. Join Paul G McManus and industry insiders as they share proven tactics, inspiring success stories, and insider tips to hel ...
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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A bite-sized tech podcast for busy developers where we’ll briefly cover technical topics, new snippets, and more in short time blocks. Your host, Jennifer Reif, is an avid developer and problem-solver with special interest in data, learning, and all things technology.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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"Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, sales, support or professional services career paths then this show is for you! Your hosts Steve Mayzak and Chad Tindel will take you on a hot-air balloon ride exploring the whimsy and caprice of enterprise software marchitecture sales. https://softwareinblue.com
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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 ...
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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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If you are an Automotive Mechanic or in the industry this is the show for you! The #1 automotive mechanic podcast! We talk about the good and the bad. Flat rate is broken. We’re done staying quiet. The Flat Rate Tech Podcast is the raw, unfiltered voice of real dealership and independent shop technicians. Hosted by a working flat rate tech and the author of Flat Rate Life—the book that exposes what it’s really like to survive in this trade—this podcast pulls back the curtain on the automotiv ...
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Fast Charge is a weekly show from the Tech Advisor team on all things phones (and sometimes other stuff too). Dom, Toddy, and the rest of the team will be here every week to run through the latest news and rumours for all things Android and iPhone, along with reviews, rants, and more.
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Dave Roberts talks with tech leaders from across the industry, exploring their insights, sharing their experiences, and offering valuable advice to help guide the next generation of technology professionals. This podcast gives you practical leadership tips and the inspiration you need to grow and thrive in your own tech career.
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Between Meetings is a series of on-the-go interviews featuring industry leaders, entrepreneurs, and corporate innovators. In these interviews, we delve into the latest trends and developments in innovation, technology, and entrepreneurship, catching our guests between meetings in a car ride across town. Along the way, they share inspiring stories, personal experiences, industry insights, and practical advice on how to scale your way to success. Each interview is packed with valuable informat ...
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The Ingram Micro Advisor podcast features real conversations about technology with in-depth, educational content for VARs and MSPs looking to expand their practices, improve ROI and stay informed.
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The Ground Breaking Podcast, brought to you by the Global Ag Tech Initiative and Meister Media Worldwide, brings forth voices from across the agriculture technology space to discuss trends, best practices and innovative ideas driving the industry forward in a rapidly changing world. Hosted by Heather Tunstall, Co-Chair of the Global Ag Tech Initiative and Corporate Content Director of Meister Media Worldwide, the podcast is released monthly. Learn more at globalagtechinitiative.com.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Financial and retirement guidance from Leo Irizarri, financial advisor with Wealth Transfer Consultants in Tampa Bay, FL.
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Almost every other day, news headlines flash, “FRAUD.” But are we getting the whole story? Fraud in the Office is a comical, murder mystery style podcast uncovering secrets deep within the fraud and its ultimate demise. Come ready to be amused as we discover together “the Who, the How, and the What Now”.
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TTS Talks is a new series to dive deeper than any other source into the complexity that surrounds the To The Stars mission and the various people and projects that are helping us achieve our goals.
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The GDPR Guy - the podcast dedicated to all things privacy, hosted by Carl Gottlieb - the trusted privacy advisor to leading tech companies, helping them gain maximum advantage through the right privacy strategy. Each episode Carl will be providing information, insights and inspiration to help you on your privacy journey. You’ll find show notes and useful resources on the website, https://CarlGottlieb.com, as well as details for getting in touch with Carl directly.
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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
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Tired of the same old leadership advice? Step into a new era of leadership with the A World of Difference podcast. Hosted by Silicon Valley tech executive, global leadership expert, and advisor to Silicon Valley CEOs, Lori Adams-Brown, this podcast is for leaders who want more than just surface-level strategies—they want to lead with authenticity, purpose, and impact. Each episode features real stories and hard-won lessons from authentic leaders across industries who have faced challenges, e ...
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Hosted by Tier4 Advisors' Founder & Chairman Jake Sherrill, The Download podcast features trending technology news, insights, and thought leadership from some of the best and brightest technology leaders. In addition to tech, be prepared for the occasional sports & movie reference as well. Tune in to stay up-to-date on the latest Data Center, Telecom, Managed Services, Cybersecurity, and Emerging Technology trends to assist your business with digital transformation - let's Tech about it!
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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Heartbeat: Tactical Insights for CIOs is your essential guide to mastering enterprise technology leadership. In every episode, we engage in candid, thought-provoking conversations with top CIOs and IT visionaries, uncovering the strategies, challenges, and game-changing innovations driving digital transformation today. From harnessing AI and cloud technologies to orchestrating large-scale organizational change, Heartbeat cuts through the noise to deliver real-world insights that shape the fu ...
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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What does it take to succeed at the highest level in the world of financial advice? Let’s find out… High Performance Financial Advisor is the podcast for people working in financial advice in the US who want to find their next million dollar producer - or become one themselves. I’m your host, Tony Bates, and in each episode we’ll uncover the strategies and success stories that matter - from how million-dollar producers got to where they are today, how to grow your book sustainably, the best ...
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This show explores the people, companies, and ideas shaping the future of the agriculture industry. Every week, Tim Hammerich talks to the farmers, founders, innovators and investors to share stories of agtech, sustainability, resiliency and the future of food. We believe innovation is an important part of the future of agriculture, and real change comes from collaboration between scientists, entrepreneurs and farmers. Lead with optimism, but also bring data! For more details on the guests f ...
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How can your company capitalize on IoT today? Tune in every other Wednesday to learn how to navigate the IoT ecosystem and identify proven solutions that will have an effect on your bottom line. Go from proof-of-concept to enterprise-wide deployment and monetize the Connect World.
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Welcome to CyberSafeSeniors, where Technology meets Passion!
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Welcome to the Organic Advisor Call Series — quick-hit conversations on the hottest topics in organic field crops. Whether you're tuning in from your desk, truck, or tractor, you'll spend one hour each episode learning about emerging issues from expert farmers and industry leaders. This season’s episodes cover everything from market outlooks and weed control in soybeans to cutting-edge tech like drones and robots — and a whole lot in between.
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Today we welcome special guest Siara (pronounced Sai-ra) Nazir, who is Head of Digital Marketing at Autodesk - a company we are all familiar with because of products like Autocad (that is just one of the hundreds of its brands of course)…Siara herself has been a marketer for close to two decades, and has done it all, from above the line to below the line and now digital marketing. We’re excited to be speaking with a practitioner to get a different perspective on martech and the challenges th ...
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A podcast about Hip Hop culture, current events and the weekly lives of hosts John Morrison and Josh Indi Leidy
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“Growth” has inundated the tech scene, but for many of us, it’s really just a phrase (and few can actually explain what it means). Drift’s Senior Product Lead, Matt Bilotti, is tired of just nodding and smiling at the term. So every other Wednesday, he meets with other growth experts for 30 minutes to learn how they drive revenue through all sorts of growth strategies, tactics, and channels. Tune in for insights from companies like Shopify, Disney+, and Github.
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Technology is reshaping our cities—often without permission and sometimes without a clue. Hosted by urban innovation expert Molly Turner and startup advisor Jim Kapsis, Technopolis asks the questions nobody is asking about what needs to change for tech to help solve more problems than it creates.
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Ready to become the luckiest person you know? Disease-free, madly in love, aging backward, and financially blessed? Then Reena's THE BLISS LIFE podcast is perfect for you as you'll learn how to create your perfect life by raising your VIBE. A Harvard MBA, founder of 5 tech startups, investor, advisor and board member, Reena is now on a mission to help you choose BLISS. A Harvard MBA, tech founder, investor, and philanthropist, Reena faced colon cancer at 35 years and a bigger crisis at 45 ye ...
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Tech Tomorrow is your front-row seat to the conversations redefining the future. Each episode explores one big question about data, AI, or emerging tech, giving leaders clear, focused answers they can trust. If you're navigating complex innovation, from AI-augmented delivery to sustainability, this show helps you cut through the noise, connect cross-disciplinary trends, and lead with confidence in a rapidly evolving landscape. Previously known as Data Today, this podcast has examined how out ...
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The Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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Welcome to The Gear Box Podcast—the ultimate pit stop for those looking to break into the auto repair business, grow their shop, and navigate the daily grind of the industry. Thinking about opening a shop? Struggling to increase profitability? Wondering what it really takes to thrive in a competitive market? We tackle the tough questions, break down real-world challenges, and share insider tips from industry experts, seasoned shop owners, and those turning wrenches every day. From leadership ...
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Purpose, Trust, & Tech: The Future-Proof Advisor's Playbook
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AI isn’t replacing advisors—it’s rewriting the rules of how value is delivered. In this episode of The FutureProof Advisor, I unpack three recent developments shaping the future of wealth management: the rise of “generative engine optimization” as AI tools begin replacing traditional search, the quiet release of GPT-5 and what that signals about in…
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Building the Back Office of the Future: AI Agents and Operations Tech for Financial Advisors
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In this episode of the Modern Financial Advisor Podcast, host Mike Langford is joined by David Knoch, CEO of Docupace, to discuss the evolving landscape of financial advisory operations. David shares his insights on the industry's archaic practices, the importance of operational efficiency, and the role of AI in future-proofing financial services. …
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100th Episode Special - Sarah Armstrong-Smith, Chief Security Advisor at Microsoft, on Building a Strong Security Culture
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We've hit 100 episodes! To celebrate this incredible achievement, the Inspiring Tech Leaders podcast is thrilled to bring you a truly special guest, the phenomenal Sarah Armstrong-Smith! For the landmark 100th episode, I sit down with Sarah Armstrong-Smith, the Chief Security Advisor at Microsoft. Sarah is a true luminary in the cybersecurity world…
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The #1 Tech Mistake RIAs Make (And How to Fix It)
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Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support 6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valu…
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Alan Moore from XYPN Live on Entrepreneurship, Escape Velocity, and the RIA Fee-For-Service Revolution
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The Future of Financial Advising: Alan Moore on XYPN's Growth, Fee-For-Service Models, and More In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Alan Moore, CEO of XY Planning Network (XYPN) and AdvicePay, for an insightful discussion at the XYPN Live conference in Austin, Texas. They explore topics such as…
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Michael Kitces Explains How Financial Advisors Can Create Gravity to Attract Clients vs Fighting Time and Scale Constraints
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Unlocking The Secrets to Scaling Your Financial Advisory Business - Michael Kitces on XYPN Live In this episode of the Modern Financial Advisor Podcast, host Mike Langford sits down with Michael Kitces during the XYPN Live conference in Austin, Texas. They discuss the importance of knowing your target market, focusing on strategic planning, and the…
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Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
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Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining t…
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The ERP Minute Episode 208 - October 14th, 2025
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SuiteWorld 2025 was at the top of the headlines this week with a number of major announcements being made around AI. In industry-related news, Infor announced it is launching an expansion of its suite of AI-driven solutions for micro-verticals. In other news, Sage announced the acquisition of Criterion, a unified human capital management (HCM) plat…
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Killing the Old You: Growth, Grit, and Getting Coached with Brent Kilmer
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In this powerful milestone episode, Jimmy sits down with Brent Kilmer — owner of Velocity Tire & Auto and coach with Repair Shop of Tomorrow — for a raw and inspiring deep dive into what it really takes to grow as a shop owner and leader. From battling resistance to coaching, to learning when to let go of bad habits (and bad employees), Brent share…
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The True Cost of Attrition: Why Investing in Talent Development is Your Organization’s Competitive Edge with Lori Adams-Brown
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What if the real reason your best people are leaving isn’t about paychecks or perks, but something way bigger, something you might not even be measuring yet? There’s a quiet shift happening in the workforce that’s turning traditional retention strategies upside down. And here’s the kicker: companies that embrace it aren’t just keeping their talent.…
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Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice
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In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independence in wealth management, and their new book, Money Together. Doug and Heather shared how they’ve bu…
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Covering Agricultural Issues in the West With Journalist Todd Fitchette
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Todd's Profile on Farm Progress: https://www.farmprogress.com/author/todd-fitchette Todd's LinkedIn: https://www.linkedin.com/in/toddfitchette/ Todd Fitchette is the editor of Western Farm Press which is part of the Farm Progress Group. Todd has been there covering relevant agricultural issues for farmers in the West since 2013. His journalism care…
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John Quinn: Leading One of the World’s Top AmLaw Litigation Firms
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Send us a text John Quinn is one of the most recognizable names in the legal world — and for good reason. As Founding Partner and Executive Chairman of Quinn Emanuel Urquhart & Sullivan, he has built the largest litigation-only law firm in the world, with over 1,300 attorneys across 34 offices, an 86% trial win rate, and a ranking of #19 on the AmL…
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#751: Traject Data CEO Rochelle Thielen on the role of data in retail
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In today's hyper-competitive retail landscape, is it even possible to build a sustainable brand without a thorough, real-time understanding of your customer and your market? Agility requires more than just fast reactions; it demands proactive insights driven by robust, real-time data. It's about anticipating the next move, not just responding to th…
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Time-Saving Tech Solutions for Accountants [10.14.25]
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Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and…
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FCC Chairman Brendan Carr just announced "Space Month" at the agency. Speaking from Apex's new satellite manufacturing facility in El Segundo, California, Carr laid out an ambitious plan to transform the FCC into what he calls a "license assembly line." The goal? Move from a "default no" to a "default yes" mindset, slash regulatory backlogs, and he…
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Is net zero even possible without open data with Gavin Starks
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The UK’s 2025 Data Act marks a turning point in how data is shared and governed. Just as common standards in telecoms and banking unlocked innovation, trusted data could be the key to credible climate action. But with carbon reporting fragmented and confidence in the numbers low, can open data really help us reach net zero? In this episode of Tech …
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This episode was out last week on YouTube check it out there is you want. The Ford CEO’s out here crying about the “technician shortage” again.Talking about how hard it is to find and keep techs.Yeah, no $hit. We’ve been saying that for years. But here’s the truth: this shortage didn’t just happen.The industry created it. They cut pay. They slashed…
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The Power of Video Marketing for Financial Advisors - with Angela Wolf
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Key Highlights from the Episode: 0:45 – The Rise of Video Marketing 2:22 – How Video Boosts SEO and Engagement 4:35 – Short-Form vs. Long-Form Video Explained 7:12 – The Myth of Viral Success 9:43 – Optimizing Video Analytics and Performance 12:20 – Cuts, Angles, and B-Roll Basics 15:42 – High vs. Low Production Quality 20:00 – Navigating Complianc…
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#750: MOO's Corin Mills on the strength of physical marketing in the digital age
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With all the fragmentation in the media landscape, how can brands cut through the digital noise and create meaningful connections with their customers... without resorting to yet another intrusive pop-up ad? Agility requires not only adapting to changing consumer behaviors but also proactively anticipating them. It demands a willingness to experime…
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Episode 42 | Tanya Bragin | VP Product & Marketing @ Clickhouse
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Episode #42 brings Tanya Bragin back to join Chad and Steve for the first sequel episode of the pod! Tanya's first episode was Episode 29 and it is the most watched episode so far. Tanya recently took on the VP of Marketing role at Clickhouse in addition to running Product so dive deep into her experience and how she's approaching Marketing differe…
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In this episode of 'Fraud in the Office', hosts Matthew and Mark Rekers discuss the return of the podcast, the format, and the inspiration behind it. They delve into the scandal surrounding influencer Chiara Ferragni and the fraudulent practices linked to her charity cake sales, highlighting the issues of trust and transparency in influencer market…
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#749: Data Axle CEO Andrew Frawley on using identity resolution for stronger customer relationships
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Are you building a brand that's building customer relationships—and the data behind them—to last or one that's just trying to keep up with today’s omnichannel consumer? Agility requires not just reacting to change but anticipating it and even shaping it. It demands a deep understanding of your customer and the ability to adapt your strategies in re…
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The Transformation Gap - Why AI Fails — and What Real Leaders Do Differently
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70% of AI projects fail — not because of bad models or missing data, but because of misaligned leadership and culture. The Transformation Gap reveals what separates organizations that scale transformation from those that stall. Hosted by Mike Sommer, this show decodes the human operating system behind enterprise success — how leaders create velocit…
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#748: Markup AI CEO Matt Blumberg on creating a winning AI-supported content strategy
25:17
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How can large organizations harness the power of AI for content creation while simultaneously mitigating the risks that come with exponentially scaling content volume and velocity? Agility requires adaptation to new ways of working as well as adapting governance and oversight processes to maintain brand integrity and manage risk in the new paradigm…
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From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
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Key Highlights from the Episode: 0:00 – Introduction & Topic Overview 1:15 – The Three Core Constraints Advisors Face 3:40 – Capacity Challenges & Team Leverage 6:10 – Revenue vs AUM: Rethinking Profitability 10:45 – Pricing Psychology & Raising the Floor 15:45 – Deliverables, Value, and Client Experience 20:00 – AI and Technology for Advisor Effic…
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Action Breeds Insight: Rethinking How We Innovate
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Wealth management firms often pride themselves on planning—but in a world moving this fast, waiting for clarity can be more dangerous than acting without it. The truth is, execution isn’t what follows strategy—it’s what reveals it. In this episode of The FutureProof Advisor, I explore why firms that learn to move forward without perfect conditions …
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The ERP Minute Episode 207 - October 7th, 2025
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Blackbaud announced a massive array of new embedded AI capabilities coming to its product portfolio, along with bold commitments to eliminate barriers that prevent nonprofits and other mission-driven organizations from fully harnessing responsible AI—including spearheading an industry coalition to confront systemic challenges. SAP showcased how the…
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How FINNY is Redefining Advisor Growth with AI
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Eden Ovadia, co-founder and CEO of Finny, joins The Advisor Journey live from Future Proof 2025 to share how her team is tackling one of the industry’s most pressing challenges: organic growth. Before starting FINNY, Eden worked in private equity and M&A at Boston Consulting Group, where she saw firsthand how unsustainable acquisition-driven growth…
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Unlocking Soul-Aligned Leadership: How Neuroscience and Mindfulness Are Redefining Success with Dr. Nona Djavid
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Ever heard these myths floating around about leadership and work-life balance? Myth #1: True leaders have to hustle nonstop to be successful. Myth #2: Burnout just means you’re not cut out for the job. Myth #3: Neuroplasticity is only for scientists—not something leaders can actually use. I’m about to spill the truth on how to flip these old storie…
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#747: Shutterfly's Chip Lewis on building a strong content strategy by listening to customers
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By The Agile Brand
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Chris Edwards, Managing Partner at Tall Grass Ventures. The Ag Investor
22:11
22:11
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22:11
By Marian Danko
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Unlocking High Performance Marketing For Advisors
49:13
49:13
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Episode 16: Sinister Forces of Time Rider w/ Peter Levenda, AJ Hartley and Jim Semivan
1:16:50
1:16:50
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1:16:50
By To The Stars Inc.
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Every tech knows that peace in this trade doesn’t last it’s rented. One good manager, one solid crew, one fair dispatch, and you start to believe you’ve finally found your forever shop. But all it takes is one meeting, one new face, one corporate signature and it’s gone. In this episode, I break down how fast stability disappears in this industry, …
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Key Highlights from the Episode: 0:00 – Introduction: AI, NLP, and sentiment analysis explained 2:10 – What sentiment analysis is and why it matters for advisors 4:30 – How AI scores positivity, negativity, and client reactions 6:00 – Real-world use cases: client emails, brand perception, and practice reviews 8:30 – Why “no bad publicity” isn’t alw…
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Review of Microsoft Copilot Agent Mode and Office Agent
11:00
11:00
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Are you ready for AI to become a true partner in your daily work? In this episode of the Inspiring Tech Leaders podcast, I explore the release of Microsoft Agent Mode and Office Agent, along with the revolutionary concept of "vibe working" within Microsoft 365 Copilot. This isn't just about automation; it's about AI understanding your intent, orche…
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#746: Microsoft's Kelly Soligon on personalizing the DTC customer experience
24:47
24:47
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In a world saturated with marketing messages, how can brands cut through the noise and create truly resonant experiences that go beyond transactions to create genuine, long-term customer relationships? Agility requires a willingness to constantly adapt and evolve your strategies based on real-time data and customer feedback. It also demands a cultu…
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Securing Your Intuit Login [9.30.25]
1:00:27
1:00:27
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QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login. Filling in for Matthew while he is a…
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The Economics of Biosecurity in Animal Agriculture With Jada Thompson, Ph.D.
42:35
42:35
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I’m really fascinated by today’s topic of looking into pest and disease outbreaks in animal agriculture from an economist's point of view. Our guest, Jada Thompson, is going to discuss the economics behind prevention of these biosecurity issues,the economic impact when outbreaks do occur, some of the tradeoffs in the difficult decisions that need t…
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Financial Granularity For Business Growth - Charlie Banks - Ep. 61
28:44
28:44
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Today on the podcast, we speak with Charlie Banks. He's the Co-Founder of VentureSouth, an early-stage venture capital firm for Southeastern startups. Our convo about startups, fundraising, and financial forecasting led us to note that "passion" is obviously essential in business – but it's smart data and detailed numbers that give actual backbone …
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#745: Digital experience analytics and VOC with Dave Anderson, Contentsquare
28:04
28:04
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28:04
Is your brand agile enough for the changing expectations of your customers in a world increasingly driven by AI? Agility requires more than just fast reactions; it demands proactive adaptation, continuous learning, and a willingness to embrace emerging technologies. It also requires understanding how these technologies can transform customer experi…
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Trump Asserts Control over Agencies Humbled by Courts w/Tom Johnson
1:02:22
1:02:22
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In President Trump’s second term, federal agencies are navigating uncharted territory. Two Supreme Court cases from June 2024 fundamentally changed how agencies can operate: Loper Bright ended Chevron deference—meaning courts no longer automatically defer to agencies' interpretations of ambiguous laws—and Jarkesy limited agencies' ability to impose…
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Breaking the Status Quo: How Advisors Can Redefine Success
46:09
46:09
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Key Highlights from the Episode: 0:00 – Introduction 3:21 – Professional scarcity: why focusing on fewer clients creates greater impact 5:12 – Shifting from book of business to real business 7:10 – Why client experience outweighs investment performance 9:15 – The law of familiarity and loyalty fatigue 14:23 – How to reset client relationships durin…
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#744: Journey management and driving business results with Mark Smith and Raymond Gerber, Institute for Journey Management
31:59
31:59
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The customer journey guides the lifetime value of our most important audiences, yet how do we ensure that we are planning, mapping, managing, and optimizing these journeys effectively? Agility requires a deep understanding of your customer's journey and the ability to adapt your strategies and tactics in real-time. It also demands a willingness to …
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Advisors vs AI: What's Next for the Industry?
34:12
34:12
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AI is already reshaping the way we work—but the most successful firms won’t be the ones that adopt the most tools. They’ll be the ones that adopt them with purpose. On this episode of The FutureProof Advisor, I sit down with Jason Wenk, Founder and CEO of Altruist, to talk about what it really means to modernize through AI—without losing the human …
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The ERP Minute Episode 206 - September 30th, 2025
3:22
3:22
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The week began with Acumatica announcing the general availability of 2025 R2. In related update news, Aptean unveiled its Next Gen Routing and Scheduling solution, an AI-native platform. Following the AI trend, ECI announced the early access release of AI Assist for MobileTech, an AI-powered service call resolution solution built for the office tec…
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Biological Seed Treatments and Amendments
51:23
51:23
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Can biologicals really boost organic crops? In this Organic Advisor Call, Sam Oschwald Tilton of OATS joins Dr. Connor Sible and Brett Bell to break down biologicals, seed treatments, and on-farm testing so advisors and farmers know what’s worth the investment. Resources mentioned in the episode: Article - Understanding Biologicals for Row Crop Pro…
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