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Advisor Best Practices Podcasts

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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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The ERP Advisor

ERP Advisors Group

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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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Managing Your Practice

Dimensional Fund Advisors

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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7 Figure Advisor” is the go‑to podcast for driven financial advisors on their seven-figure journey who don’t want to compromise their family or their health. Hosted by Nick Davies, each episode explores the essential pillars of sustainable growth: proven strategies for scaling your business, leadership and team‑building best practices, and operational insights. You’ll also gain the mindset shifts that fuel long‑term success. With practical frameworks, real‑world examples, and actionable tact ...
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Have you ever sat there and wondered "What am I doing here stuck in the concrete zoo of the corporate world?" Are you itching to get out? Chris Lalomia and his co-host Alan Wyatt traverse the jungle of entrepreneurship. Together they share their stories and help you explore the wild world of SCALING your business. With many years of owning their own small businesses, they love to give insight to the aspiring entrepreneur. So, are you ready to make the jump?
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Export Advisors

Export Advisors

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Export Advisors is a podcast about international sales. We examine the key elements of a successful export sales operation, in a series of short episodes about topics such as structuring an international sales department, export pricing, programs, payments, logistics and finding the right distribution partners. www.export-advisors.com
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As a financial advisor, you’re working in a crowded market, and to be successful, you need to differentiate yourself from the competition. How do you do that? How do you rise above the noise and deliver success for your clients and your business? And, how do you do that when your time is already taxed? That’s where The Future-Ready Advisor comes in. Host Sam Sivarajan talks with investment experts and top advisors to explore the pain points that financial advisors face, the pain points that ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
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How to Money

iHeartPodcasts

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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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Agronomy Moment

TOP Ag Media

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TOP Ag Services is a Beck's Hybrids seed dealer. We are the first to market with the best products and provide the latest, most accurate agronomic information through proven research. TOP Ag Media is an affiliate to TOP Ag Services and Agronomy Moment is a podcast hosted for the purpose of your success in farming!
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We’ve got two listening delights for you on this channel, folks! 😲 Season 1 is Travel Agent Chatter (TAC), a spotlight interview of a wide variety of travel advisors that we publish every quarter. Season 2 is our shorter, but more frequent Friday 15 series, where every Friday we answer your travel industry questions for — you guessed it — 15 minutes! Travel Agent Chatter -- a Host Agency Reviews audio series -- inspires you with in-depth interviews featuring successful travel agents. We dig ...
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The Fintape

Brodrick Lothringer

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Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out to The Fintape.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Nau mai, hoki mai ki te kōnae ipurangi ā Māori In Engineering. In an industry underrepresented by Māori, this is a space for inspiration, learning, and tautoko. An accessible interview series showcasing Māori who elevate the engineering world. Hosted by Alyce Lysaght (Ngāi Te Rangi, Ngāti Ranginui, Pākehā) who works as a Water Engineer based in te Whanganui a Tara. This podcast received funding from Te Ao Rangahau | Engineering New Zealand Foundation 2023 Grant Programme. E mihi ana ki a rāt ...
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Pull up a chair at the EAG dinner table for a Thanksgiving discussion you won’t want to miss! Every year, businesses around the world are plagued by difficult ERP implementations and learn hard ERP lessons they won’t soon forget. And, unfortunately, many of those obstacles could have been avoided. Those who successfully go live are often thankful f…
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This week for the Friday 15, we've got a special in-house HAR special with Jenn Myers and Rita Perez! So much to catch up on, plus some questions to discuss this Friday at 12 pm CST. Join us! I’m a relatively new advisor (I started about a year and a half ago) and I am trying to understand the concept of “leads”. My host agency (which I love!) does…
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Ever think about how far your business could go if you had a clear plan instead of just hoping things work out?In this episode, I share the process I use with advisors to create a clear and measurable plan for 2026, one that not only defines your targets but helps you grow into the person capable of achieving them. I break down the mindset, environ…
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Time for a Friday Flight- our little sampling of the week’s best financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and…
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While AI has fueled exciting opportunities, it has also been the catalyst for fear in the workforce. The companies who will thrive in this era are the ones with a clear plan to leverage AI to empower their people and enhance culture instead of detracting from it. This will become a key competitive differentiator for attracting talent. The right AI …
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In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay cut for growth as a trainee Financial Planner, and ultimately choosing a role that lets him help bui…
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Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules. We also dig into an asset allocation question, upcoming changes to HSA plans in 2026, and whether it makes sense to exchange a mutual fund for its ETF…
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Salesforce delivered record third quarter fiscal 2026 results driven by Agentforce and Data 360. In other news, ECI announced its acquisition of Amper Technologies, Inc., a manufacturing execution system (MES) company that gives factories real-time visibility into their shop floors. Finally, Blackbaud announced a first-of-its-kind partnership with …
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As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street. And when prospects can’t see what makes you unique, it becomes a lot harder for them to understand why they should choose you over anyone else. That’s why I loved today’s conversation with Glenn Street…
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In Greek mythology, Atlas holds the heavens on his shoulders as a punishment from Zeus. And every time you see an image of Atlas, remember the hundreds of millions of Americans who are perpetually burdened by debt. To many of those consumers, the weight of credit cards, personal loans, and car loans feels like an eternal struggle… the new normal wi…
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Summary The conversation covers various themes related to business growth, including personal updates, exciting developments in tools for growth, AI integration, strategic planning challenges, leadership dynamics, sales strategies, and the importance of emotional readiness in business. Participants share insights on how to navigate these areas effe…
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Episode Summary In this episode of The Future Ready Advisor, Sam Sivarajan speaks with Joseph Galli, entrepreneur and founder of a medical foundation that’s reshaping how life insurance can fund philanthropy. Joseph shares his personal journey into charitable work, how he created a foundation to fund medical research, and how he’s built innovative …
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In this episode, Nick introduces the Diamond of Success framework—a powerful lens for building a seven-figure advisory business without sacrificing family and health. He breaks down the four critical areas that shape your life: business, relationships, health, and contribution. Most advisors achieve early success by running hard and doing more than…
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Send us a text What happens when you lose everything in 2008—and still choose to pay everyone back? Rob Stephenson rebuilt not just a business, but a reputation that now wins national NARI COTY awards. Summary: Rob Stephenson, founder of Stephenson Construction, shares how leaving engineering, moonlighting in rental units, and surviving the 2008 co…
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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Today we are talking with a psych resident who has maxed out his personal and spousal IRAs for two years in a row. He found a lucrative moonlighting gig that has helped increase his income. His secret to success is getting educated early so you can get off on the right foot. He shows that you can start building your wealth long before you have reac…
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This week for the Friday 15, it’s the RETURN OF STEPH LEE as she cohosts with Lori Speers of Levarte, now a KHM travel company. So much to catch up on, plus some questions to discuss this Friday at 12 pm CST. Join us! I am wanting to transition from working fulltime at home for my current job, to owning my own homebased travel business. I still nee…
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Have you ever wondered how much more powerful your business could become if you stopped letting the day control you and instead ran every day with a game plan that drives real results?In this episode, I break down why a structured daily routine is the single greatest advantage you can create as a financial advisor, and how shifting from a time-base…
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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Send us a text We share a seven-step intake method that turns stressed family stories into a clear Medicaid plan, backed by simple tools that raise trust and close rates. From appreciation to a confident close, we show how to ask, verify, and present value with precision. • leading with gratitude to set tone • letting clients talk to build trust • …
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Today's episode tackles a handful of questions that come up often for high-income professionals planning for the future. We dig into how to optimize your retirement accounts and take advantage of key tax benefits, explore how cash balance plans work inside a group practice, and look at whether a target-date retirement fund ever makes sense in a tax…
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To begin the week, Workday announced results for the fiscal 2026 third quarter ended October 31st, 2025. In other news, IFS announced the release of IFS Cloud 25R2, applying the latest in AI innovation to the realities of hardcore, industrial work. Finally, SAP today unveiled the next stage of its vision for European digital sovereignty with the la…
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Send us a text We map the biggest 2025 trends helping older adults stay independent, from smart homes and AI wearables to telehealth, holistic wellness, and memory care training. Practical takeaways show how families and attorneys can plan for safer, calmer aging at home. • smart home controls for safety and routine • predictive AI wearables that f…
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Send us a text We unpack how predatory marriages target vulnerable seniors and why marriage rights can override estate plans. We share practical steps for attorneys and families to spot red flags, fortify documents, and protect assets before litigation becomes the only option. • definition and common scenarios of predatory marriage • key red flags …
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Summary The conversation covers a wide range of topics, including the use of AI in business workflows, the importance of self-reflection, and the challenges of implementing new technologies. Participants discuss the potential of AI as a research tool and thought partner, emphasizing the need for critical evaluation of AI-generated information. The …
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Advisors everywhere are feeling the pressure to scale, hire, and prepare for a wave of retirements that will reshape the industry. At the same time, firms are struggling to attract women, keep next-gen advisors engaged, and build teams that actually create freedom instead of more work. That’s why I wanted to bring Lindsey Lewis on the show. After b…
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Let’s talk about money and “the youths” today! While a lot of personal finance advice is evergreen and helpful to folks of all ages, it’s also important to reach people where they are and in the way they like to consume information. As middle-aged dads, we hope to stay relevant, but we don’t have the same street cred as our guest today. We’re joine…
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In this inaugural episode of the Seven Figure Advisor podcast, host Nick introduces a show designed specifically for financial advisors who want to break through to seven figures without sacrificing their family and health. Most advisors never reach seven figures—not because they lack talent, but because they're chasing someone else's version of su…
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Send us a text What happens when a regulatory attorney trades Wall Street stress for barber-chair swagger? Jessica shows how instinct, culture, and system design built a luxury grooming brand that outlasted the copycats. Summary: Jessica, founder of Mad Men Barbershop, shares how she turned gut calls, culture, and brand discipline into a multi-loca…
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In this episode of 7 Figure Advisor, host Nick sits down with Brant Shrimplin, founder of 626 Financial and author, to explore his journey from getting unexpectedly fired during the 2009 market crash to building a nearly $400M advisory practice. Brant shares the story of how he started his career with a single share of Disney stock as a child, buil…
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On this episode of our "Leaders in ERP Series", Shawn Windle speaks with Paul Farrell, Senior Vice President at ECI. Windle and Farrell discuss the projected evolution of the ERP market over the next decade, how Large Language Models (LLMs) and Agentic AI are changing the way companies utilize ERP, and how ECI is framing their AI strategy around in…
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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Today we are talking to a Dermatology resident who has hit a $750,000 net worth before finishing training. He has been building wealth since high school and is off to an unbelievable start. This kind of saving and wealth growth will allow him to craft the career he wants as well as reduce the risk of burnout. He knows the impact of the time value o…
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We’re taking a moment to slow down and reflect on what HTM listeners are truly grateful for during this busy holiday season. And yes… doing this on Black Friday is intentional. Instead of swapping stories about the hottest deals, we’re choosing to hit pause on consumption and appreciate what we already have. We also want to connect the dots between…
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In today's episode, Dr. Dahle takes listeners on a journey through the past and future of the White Coat Investor, sharing how it all began and how it has grown into what it is today. He gives an inside look at the brand-new WCI website, which is more beautiful, modern, and easier to navigate than ever. Jim also opens up about new business ventures…
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Workday launched the Workday EU Sovereign Cloud, a new offering that gives organizations across the European Union (EU) the ability to use Workday’s AI-powered HR and finance solutions while keeping their data secure, local, and under their control. Sage announced its full year financial results for the period ended September 30th, 2025. At Microso…
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In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford. We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentor…
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Though it seems like the world is in shambles, humanity has progressed quite impressively when you look at virtually any length of history. Our modern society has produced a slew of nice things that would have been hard to fathom 50 years ago, much less 250 years ago- smartphones, duct tape, GPS. They’ve all, to greater or lesser degrees, made our …
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A few years ago, Triad members Dana and Tyler Dunkelberger were gathering $35M in new assets with a four-person team. And like most advisors, when growth started ramping up, they kept their foot on the gas. They ran 100+ dinner seminars a year, added clients as fast as they could, and tried to solve capacity issues by adding more advisors to the te…
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Summary The conversation revolves around business strategies, AI's impact on financial services, and personal anecdotes about Thanksgiving traditions. Participants discuss the evolving role of AI in business, the importance of strategic planning, and the challenges of partner dynamics in business. The discussion also touches on personal experiences…
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Episode Description: In September 2008, Lehman Brothers—who survived the Civil War, two World Wars, and the Great Depression—collapsed in one of the largest bankruptcies in American history. They had Nobel laureates on staff, sophisticated models, and decades of market data. Yet they missed the critical difference between managing risk and navigati…
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Send us a text What happens when small businesses stop fearing AI—and start using it to remove friction, boost margins, and strengthen customer trust? Summary: We trade fear for facts and show how real small businesses put AI to work without losing the human touch. From “Tina” the chatbot to contact-center triage, sales coaching, and smarter invent…
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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Today we are talking with am Emergency Doc who has paid off over $500,000 in student loans in only 3 years! This couple committed to getting rid of these loans as fast as they could and chose to live like residents and pour everything they could into tackling them. He is the doc and she is a physical therapist who is pursuing PSLF to pay off her $1…
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This week for the Friday 15, Shayna co-hosts with Sheila Folk of Travel Industry Solutions. We’ve got a bunch of great questions to discuss this Friday at 12 pm CST. Join us! I'm very confused and overwhelmed by the FIT "best practice" for travel advisors. When advisors put together a/an FIT, do they always use tour suppliers (like Classic Vacation…
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