Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.
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Advisor Best Practices Podcasts
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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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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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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From locking in tech vendors to booking high-impact speakers to ensuring the cocktail hour goes off without a hitch, planning meetings or events can be a daunting task, and the likelihood of something going sideways is inevitable. No matter your experience level or the number of events you've planned. Brought to you by eSpeakers, No More Bad Events is the professional event planner's best resource for navigating this tenuous universe towards event perfection every time. Hosted by Scott Bloom ...
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Get inspired to do the best work of your life with real, unvarnished stories by and for independent financial advisors. Only on The Human Advisor, hosted by Altruist.
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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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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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Serving as an ERISA fiduciary is not just an honor and a privilege; it is a profound responsibility intertwined with the essential qualities of stewardship, governance, and leadership. Eric Dyson, the Executive Director of 90 North Consulting, dedicates each week to engaging with individuals who are deeply committed to achieving excellence beyond the traditional fiduciary role. If you are a member of a retirement plan committee, a plan fiduciary, or an ERISA advisor genuinely dedicated to en ...
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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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Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community lead ...
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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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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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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 Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy si ...
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Welcome to Not Me, But You! This is likely one of the most ironically titled podcasts since the focus is designed to be on the podcast listeners rather than the podcast creator. I spent half of my life as a school administrator and I want to share with you what I've learned about education, teaching, learning, reaching your goals, attaining your dreams, developing relationships, encouragement, motivation, business, income, and money. My desire is to shine some "psychological sunshine" onto y ...
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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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Join Matt Markin, Ryan Scheckel, and their amazing advising guests as they unite voices from around the globe to share real stories, fresh strategies, and game-changing insights from the world of academic advising. Whether you're new to the field or a seasoned pro, this is your space to learn, connect, and be inspired.
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Join Alan B. Hart as he dives into conversations with the world’s leading chief marketing officers and business innovators. Tune in to get inspired by the stories and experiences of marketing visionaries—and stay ahead of the curve.
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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Cinderella CEO on Air is a career podcast based on the international book, From Cinderella to CEO. Cary Broussard, author of the book and host of the show interviews CEOs and executives about their transformational Stories and how they've successfully navigated career and life challenges.Our inspirational interviews offer advice and stories that motivate listeners to pursue their own career possibilities. The C2CEO community centers around research conducted with successful leaders who have ...
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Startup Cornell is a podcast hosted by Entrepreneurship at Cornell that explores the bold entrepreneurial ideas coming from our students, faculty, staff and young alumni.
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Discover advanced strategies for firms to excel in the dynamic accounting industry with Accountants 2.0. Each episode connects you with a network of growth-focused professionals, delving into innovative technologies and strategies to boost your professional impact. We're committed to guiding you in enhancing your firm's profitability, team cohesion, and management efficiency. With Accountants 2.0, you're not only adapting to change – you're at the forefront, shaping the future of accounting. ...
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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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A Podcast for Coaches shines a light on one of the most elegant, underrated business models in the world: one-on-one coaching. Mark Butler hosts the show, and he's been a coach and advisor to every kind of online business you can think of, having helped businesses earning everything from $0 to $25,000,000+. Although Mark believes every online business model has merit, he worries one-on-one coaching is viewed as a stepping-stone business for people who aren't ready or able to scale. But it's ...
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Taking Care of Business with Shannon Spotswood
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33:34
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Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career. In this conversation, Shannon talks about the pivots that changed her path, the culture s…
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Summary This conversation delves into the critical aspects of exit planning, the transformative role of AI in business advisory, and the importance of networking and collaboration among professionals. The speakers share insights on understanding client needs, building trust, and leveraging personal branding for client acquisition. They also discuss…
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Summary In this engaging conversation, the participants explore the themes of innovation, strategic thinking, and the importance of community in business advisory. They discuss personal practices that inspire creativity and the necessity of stepping back from daily pressures to gain clarity. The dialogue emphasizes the significance of building rela…
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Dave Alison and Ian Karnell on AI as the Next Thought Partner in Finance
56:37
56:37
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How will artificial intelligence (AI) transform an advisor’s business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the o…
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Navigating the Dark Patterns of Business Ethics with Guido Palazzo
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58:31
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Episode Summary In this compelling conversation, Sam Sivarajan sits down with Guido Palazzo, a Professor of Business Ethics, to unpack the complex world of ethical decision-making in organizations. Together, they examine how well-intentioned people can make harmful decisions under pressure, the profound impact of corporate culture on ethical behavi…
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Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …
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Helping Advisors Thrive: Building People, Not Just Processes - Adventures in Advising
41:29
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Get ready for an energetic episode of Adventures in Advising with Temple Carter, Director of Advising Programming and Development for the Texas A&M University System. Temple shares how lessons from theater and the corporate world bring fresh ideas to advisor training, professional development, and organizational growth. You’ll hear creative strateg…
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Transform Yourself as a Financial Advisor: 10 Tips (2025) Part 2
21:17
21:17
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What if failure isn’t something to avoid—but the very thing that fuels your growth?This episode is the second part of my two-part series on the 10 strategies every advisor needs to transform themselves. If you haven’t had a chance to listen to Part 1 yet, I recommend starting there to hear strategies 1–5 before diving into the rest here. In this ep…
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Ep #88- Trad Fi- Bursting Your Bubble - (Microsoft Vs. MSTY Vs. ULTY)
37:13
37:13
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Send us a text Season 2, Episode #88. Not Me, But You! Podcast. Follow me or connect with me on X at: Waypa Today. We discuss Microsoft stock which is actually a very good stock. It's part of the Mag 7 group of stocks (Apple, Amazon, Nvidia etc.). But it's expensive. OVER $500 per share! So it's a good stock for people who are ALREADY wealthy to pa…
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Building Trust and Loyalty as a Service Advisor in 2025
13:50
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty celebrates 50 episodes of the Autofix Advisor Cast and shares powerful advice for service advisors looking …
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Episode 48: John Hui founds companies to solve health care challenges
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29:57
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Our new episode features John Hui MBA ‘15, former CEO and co-founder of Twiage, a digital health company that provides communication technology solutions connecting hospitals and ambulances. Twiage was acquired by Tiger Connect in November 2024.Hui is also a co-founder of Rendr, a multi-specialty Chinese physician group serving the medically unders…
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This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate. In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the imp…
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When Is the Best Time for Financial Advisors to Transition Firms?
29:41
29:41
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Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time…
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19: Standing out in a ‘sea of sameness’: Insights from Tati Lindenberg, chief brand officer at Dirt Is Good
36:15
36:15
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In today’s episode, Alan wraps up our Cannes Lions International Festival of Creativity content series with Tati Lindenberg, chief brand officer at Dirt Is Good. Together, they explore global brand strategy for balancing consistency with local relevance, the origin and evolution of the Dirt Is Good brand, and the brand’s deliberate movement through…
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Behind the Scenes with Dan Haylett: The Retirement You Didn’t See Coming
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Welcome back to Financial Behavior Thought Leaders, the podcast that takes you behind the scenes with the brightest minds in financial services. I’m your host, Dr. Mary Bell Carlson, and in this episode, we’re diving deep into the realities of retirement with special guest Dan Haylett—retirement well-being guide and pioneer, author of The Retiremen…
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The #1 Tech Mistake RIAs Make (And How to Fix It)
22:06
22:06
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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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Have You Really Found Your Why? Purpose, Wellness & Retention - Adventures in Advising
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Ready to swap burnout for a brighter why? Matt and Ryan welcome back Dr. Ashley Thomas from the NACADA Executive Office. Ashley opens up about discovering your purpose, using stories to find your “why,” and how aligning it with your advising work can boost wellness, deepen student relationships, and even curb turnover. Expect goosebumps, practical …
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Ep: 52 Transportation executive Ellen Voie is driven to help women succeed in trucking and everywhere
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Organizations like Women In Trucking (WIT) have helped normalize trucking as a viable, rewarding career path for women. Podcast host Cary Broussard interviews the founder of Women in Trucking Ellen Voie (pronounced Vo-ya) about her new book From Dispatcher to Disruptor - One Woman's Journey to Drive Gender Diversity in the Trucking Industry Cary an…
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Ep #87- 15 Steps To Practically Guarantee You Become Wealthy (In 4 Years!)
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38:38
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Send us a text Season 2, Episode #87. Not Me, But You! Podcast. Follow me, connect with me on X at: Waypa Today We discuss 15 steps to help you become wealthy. These steps are in SEQUENCE and probably listed in order of importance, ranked by me. So the steps are subjective but have proven to me that ANYONE can drastically change their life in a goo…
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Transform Yourself as a Financial Advisor: 10 Tips (2025) | Part 1
22:41
22:41
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What if the biggest ceiling on your business isn’t the market—but you?In this episode, I share why your current results are a direct reflection of who you are right now—and how breaking through to the next level requires you to evolve into a new version of yourself. I’ll walk you through the process of defining that next version, being brutally hon…
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FF5 #77 - ERISA Bond v Fiduciary Liability Insurance
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In this episode of Friday Fiduciary Five, Eric Dyson talks about the differences between ERISA bonds and fiduciary liability insurance. ERISA bonds protect against fraud and theft, while fiduciary liability insurance covers fiduciary breaches. Eric emphasizes the importance of having both types of insurance, noting that ERISA bonds are required by …
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Service Advisors: Top Tips for Phone Success
18:41
18:41
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks about phone skills for service advisors. He emphasizes the importance of treating every incoming call…
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Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers
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Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consult…
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18: The secret to Klarna’s AI advantage: Insights from David Sandstrom, chief marketing officer at Klarna
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20:55
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In today’s episode, we continue our Cannes Lions series as Alan and David Sandstrom, chief marketing officer at Klarna, discuss how embracing change, leveraging artificial intelligence (AI), and balancing data-driven efficiency with creativity are shaping the future of marketing and brand-building. Klarna is a financial technology company that is w…
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Ninja Warrior Wisdom: A High-Performance Event Strategy (ft. Ty Bennett | World-renowned Speaker, Bestselling Author, Entrepreneur)
39:18
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GUEST BIO: Ty Bennett, world-renowned speaker, bestselling author, and entrepreneur, redefines leadership and performance. Author of The Power of Storytelling and Partnership Is the New Leadership, he’s addressed 2,000+ audiences worldwide. At 21, he built a $20 million business in 37 countries and now leads Leadership Inc. and the world’s largest …
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David Gardner - Mastering the Art of Long Term Investing
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1:30:52
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David Gardner returns to discuss his new book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. After decades of research, the book is a culmination of David's work in investing. This conversation should whet your appetite and help understand David's philosophy. Takeaways Investing requires a long-term min…
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Summary The conversation revolves around the importance of community, networking, and collaboration within the context of the upcoming summit. Participants share personal updates, discuss the significance of family, and highlight the value of engaging with peers in the advisory space. The summit is framed as a unique opportunity for learning and sh…
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Ep #86- Trad Fi- Bursting Your Bubble- (Caterpillar vs. MSTY vs. ULTY)
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Send us a text Season 2, Episode #86. Not Me, But You! Podcast. You can follow me and connect with me on X: at Waypa Today. Today we review Caterpillar stock compared to the ETF's MSTY and ULTY. Cost of one share of Ceterpillar is about $425. Cost of one share of MSTY is between $15 to $17 per share. Cost of one share of ULTY is about $6. Yearly di…
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Redefining Growth: How Advisors Can Build Value That Lasts
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28:39
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In this episode of Thinking Independently, Good Life CEO Conor Delaney joins Chief of Staff Nick LoPresti to dig deep into what growth really means for individuals, advisors, and organizations. From Conor’s training for the grueling “7 marathons in 7 days on 7 continents” challenge to the importance of self-discipline, accountability, and a values-…
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Integrity, AI & The Future of Advice with Suzanne Siracuse
35:22
35:22
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Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it. In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, an…
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Breaking the Succession Crisis: How to Build Future-Ready Advisory Practices with Gary Sinderbrand
51:23
51:23
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Episode Overview In this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Gary Sinderbrand, a former top-producing advisor turned strategic coach who now helps advisory firms across North America navigate leadership transitions, client continuity, and succession planning challenges. Gary shares his decades of experience on bot…
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Coaching and Mentoring Students in Higher Education: Behind the Book - Adventures in Advising
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Do you wish you had a more comprehensive, evidence-based guide for delivering coaching and mentoring interventions with your students? Enya-Marie Clay, Jennifer Hillman, and Dave Lochtie, the editors behind the brand-new book Coaching and Mentoring Students in Higher Education: A Practitioner Guide to Developing Independent Learners, have just that…
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Ep #85 - Trad Fi- Bursting Your Bubble- (Visa vs. MSTY vs. ULTY)
30:23
30:23
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Send us a text Season 2, Episode #85. Not Me, But You! Podcast. Follow and connect with me on X at: Waypa Today. We continue our series on "Bursting Your Bubble" about Traditional Finance stocks. We discuss Visa today. Many people who claim to be "dividend investors" own Visa stock. Is it a dividend stock? Or is it a growth stock that pays a small …
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Ep #84 - Trad Fi-Bursting Your Bubble (Coca Cola vs. MSTY vs. ULTY)
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Send us a text Season 2, Episode #84. Not Me, But You! Podcast. You can connect with me and follow me on X at: Waypa Today. Blue checkmark verified account. We continue our series: Trad Fi (traditional finance) stocks compared/contrasted to high yield ETF's that pay much higher dividends. We discuss investing investing in Coca Cola vs. the true hig…
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10 Best Advisor Partnerships Tips | Financial Advisor Coaching 2025
19:04
19:04
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What if the success of your partnership has less to do with markets or money and everything to do with alignment and communication?In this episode, I share the strategies I’ve seen transform financial advisor partnerships, from building on shared vision and values (V²) to using behavioral assessments, role clarity, and smart agreements. I’ll walk y…
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In this episode of Friday Fiduciary Five, Eric Dyson talks about a common and easily fixable cybersecurity risk in retirement plans: participants who have not set up user IDs and passwords for their accounts. This oversight is the most frequent cause of cyber breaches, not the fault of plan sponsors or record keepers. Eric shares an anecdote about …
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Getting Uncomfortable is the ONLY Way to Grow as a Service Advisor
21:33
21:33
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty dives into the challenges service advisors face when it comes to avoiding uncomfortable tasks. Michael emph…
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Braden Dennis - Beyond Bloomberg: Competing in the AI Era of Finance
1:27:51
1:27:51
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Braden Dennis stops by to discuss building Fiscal.ai. Long time show listeners may remember Stratosphere.io. That was "Era 1" of the company. Today, Braden is working on "Era 3" of the company; Fiscal.ai. Braden talks about building a product for himself, to acquiring customers, to early LLM adoption, and finally to competing with FactSet. Fiscal.a…
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Ep #83- Trad Fi-Bursting Your Bubble- (Pepsi vs. MSTY vs. ULTY)
33:08
33:08
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Send us a text Season 2, Episode #83. Not Me, But You! Podcast. Follow me/connect on X: at Waypa Today. We continue our series: Trad Fi (traditional finance) stocks compared/contrasted to high yield ETF's that pay much higher dividends. We discuss investing investing in Pepsi vs. the true high yield ETF's MSTY and ULTY. Before you invest, determine…
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Greatest Hits - How to Build a Practice That Attracts a Premium Buyer
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37:26
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Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity …
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The Blah Blah Blah Problem of Wealth Management with Jim Dickson
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What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that …
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Ellen Alphonso: Employee Benefit Plan Audit Best Practices
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Ellen Alphonso, CPA, is a Senior Manager at Boyum Barenscheer PLLP and a recognized expert in employee benefit plan audits, with extensive experience guiding plan sponsors through the complexities of employee benefit plan compliance. Licensed as a Certified Public Accountant in Minnesota, Ellen has led audits for retirement plans ranging from under…
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17: Google it: Smarter marketing with AI: Insights from Sean Downey, president of Americas & Global Partners at Google
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Sean Downey is the president of Americas & Global Partners at Google, overseeing the company’s expansive advertising business, including Google Search and YouTube. With a background rooted in the earliest days of digital marketing startups and leadership roles at DoubleClick and Google, Sean draws on leadership lessons learned from his father, part…
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How Financial Therapy Changes Money Conversations with Erika Wasserman, CFT™
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In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Erika Wasserman, certified financial therapist, keynote speaker, and now the author of the soon-to-be-released "Conversations with Your Financial Therapist." Erika’s reputation for turning taboo money topics into empowering, approachable conversations takes c…
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Ep - #82 -Traditional Finance- Bursting Your Bubble- (Proctor/Gamble vs. MSTY vs. ULTY)
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Send us a text Season 2, Episode #82. Not Me, But You! Podcast. You can connect with me on X at: Waypa Today Proctor/Gamble stock is good stock for people who are playing the "wealth preservation" game. But PG stock will cost you about $160 per share. Compared to MSTY which is $15 to $17 per share. Or compared to ULTY which costs between $5 to $7 p…
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Summary In this conversation, George Sandmann and his guests discuss the importance of community engagement in business advisory, the role of AI in transforming sales processes, and the significance of personal branding. They explore how building confidence and competence in advisors can lead to better client relationships, and the challenges of tr…
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Money Rx - The Psychology of Investing With David Wagner
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In this episode of MoneyRx, host Dave Jesiolowski and David Wagner, CFA, delve into the often-overlooked psychological aspects of investing. They discuss the behavioral traps that investors fall into, such as fear of missing out (FOMO) and the dangers of market timing. Wagner emphasizes the importance of maintaining a long-term perspective and havi…
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