This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Thoughts and interviews from the financial advice industry!
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
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Our mission is to provide education, information and dialogue that will create a supportive environment empowering people to help cats in their community. *For transcripts of most shows, visit https://www.communitycatspodcast.com/podcast/.
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The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
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Shine Bright EYM proudly presents Shine On, a podcast series for prospective and current Early Childhood Education Professionals. A podcast to engage, celebrate, and advocate for the Early Years sector through collaborative discussions with professionals in the industry. Drawing inspiration from our guiding philosophy document The Shine Bright Way, we’ll be bringing you a series of conversations, inspirations, and big ideas from all aspects of the Early Childhood Sector. From keeping the joy ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
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As a real estate and business researcher/resource person, my aim is to provide investors the framework and tools they require for there judgement/decision making. This purpose is achieved through the provision of qualitative, well researched and simple to understand information products. www.ejikeodohlibrary.com
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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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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Welcome to The Draya Love Experience. Its a thang. Author. Intuitive. Executive Energy & Wellness Advisor. De-coding energy and waking up in this human experience. My version of happy and love. The Draya Love Frequency.
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Henfruit Radio
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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The daily cybersecurity news and analysis industry leaders depend on. Published each weekday, the program also includes interviews with a wide spectrum of experts from industry, academia, and research organizations all over the world.
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We got the beat … The Travel Beat, that is! Join ALG Vacations® for our brand-new podcast, and get the latest word on travel. Hear tips from real travel advisors, learn how to simplify trip planning, and find out for yourself why, when you have a vacation question, you Ask a Travel Advisor. Subscribe now! Plus, follow us on Instagram @TravelBeatALGV!
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Warfare of Art and Law Podcast sparks conversation about the intriguing – and sometimes infuriating – stories that arise in the worlds of art and law with artist and attorney Stephanie Drawdy.
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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Welcome to Toxic Free with KB, The podcast where we dive deep into the world of what it means to live a toxic-free life. Join your host, KB, a Toxic Free Lifestyle Advisor, and a die-hard advocate for clean living, as she guides you through the journey towards reclaiming your health and vitality. From the products we use, the foods we eat, and the relationships we share, explore practical tips and strategies to create a life of balance. It’s time to start living your best life, we’re all in ...
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A full-service law firm with a diverse client base, Winckworth Sherwood prides itself on providing market-leading advice across a broad range of sectors and markets. In our podcast series, we team up with lawyers and specialists to discuss themes and topics within UK Law.
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A multi-stakeholder initiative led by Connex Health Consulting.
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Real combat stories from the military's elite. This podcast highlights the courageous, outrageous, crazy, and surreal experiences veterans recall from their toughest days in the foxhole, cockpit, and front lines. We interview JTACs, Special Operators (Delta), Special Forces, Jet Pilots, Combat Aviators, Infrantrymen, Marines, and vets from over 50 years of combat experience.Interviews touch on the toughest missions these vets faced, how they handled them, their first combat experiences, how ...
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A Podcast where together we discuss proactive aging in the right place, with a choice, connecting to the professional advice of our special guests, while creating better days throughout the aging process. Sponsored by ComForCare In Home Case of West Linn & Portland-South.
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Growth Masters Federal: Thinking, Planning and Collaborating to Build Value in the Federal Market
Shirley Collier, President
Lively discussions among thought leaders across the country on how to survive and thrive in the federal marketplace through excellence in business development management practices.
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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Planning Retirement Smarter. Living Retirement Better. With Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® of True Wealth Design. #Retire #Stocks #Investing #401k #IRA #CFP #TrueWealthDesign. Contact at https://www.truewealthdesign.com/ or by calling 855-893-7526.
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Welcome to Ford Financial Group's Casual Friday Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which ...
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When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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Welcome to The International Risk Podcast — the premier destination for high-level insights into global risk dynamics. Hosted by Dominic Bowen, an accomplished senior advisor, each episode delivers expert analysis and actionable intelligence on today’s most pressing international risks. From geopolitical tensions and economic upheavals to cybersecurity threats and environmental challenges, we bring clarity to the complex risks shaping our world. Tailored for CEOs, Board Members, senior manag ...
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NACADA: The Global Community for Academic AdvisingThe NACADA Presents podcast features series focusing on academic advising and student success on a monthly basis. New episodes will be available at noon central the second Monday of each month.
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Get in your feels and have a good time with host Julia Ford-Carther, the EQ advisor you never knew you needed. Everyday EQ is the podcast that helps you get smarter emotionally. Whether you want to be better at business, leadership, entrepreneurship, career, relationships, love, parenting, health, habits, or just being you, emotional intelligence is the major key to your success that you may be overlooking. Join Julia as she teaches simple, straightforward ways to develop your emotional inte ...
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An extension of Uphill Conversations, this podcast dives in to the world of YPs with theses three goals in mind: elevating the voices of Young Professionals, building a bridge connecting past, present and future generations, and providing inspiration for YPs to lead.
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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Joey Yap is the world’s #1 authority in Feng Shui & Chinese Metaphysics. He’s the author of 182 books in subjects such as Feng Shui, BaZi and Qi Men Dun Jia and speaks LIVE to more than 60,000 people each year at his annual events. Joey is the chief consultant to some of the world's most iconic developments and personal advisor to global leaders, CEOs & celebrities. His work is featured regularly on CNN, Bloomberg and CNBC etc and stars in his annual TV Shows. As the CEO of the largest consu ...
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How do you manage your Mental Health and how does it impact you?
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Episode 1068 "Pivot Perspectives": Use the TOP Framework to Beat Overwhelm and Reclaim Your Time
37:06
37:06
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37:06Time management coach Megan Sumrell shares her TOP framework for effective time management, emphasizing the importance of planning, goal integration, and adapting to uncertainty. She advocates for focusing on your "one thing" and shares her journey of leaving corporate life to become a full-time coach. 📘 Download our FREE book: The 3-Pillar System …
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“Laundry Bear” airs dirty cyber linen in the Netherlands. AI coding agents are tricked by malicious prompts in a Github MCP vulnerability.Tenable patches critical flaws in Network Monitor on Windows. MathWorks confirms ransomware behind MATLAB outage. Feds audit NVD over vulnerability backlog. FBI warns law firms of evolving Silent Ransom Group tac…
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Slot Machine Creativity: On the value of friction to create meaningful works of art with Nando Costa
48:03
48:03
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48:03What if the struggle and friction in the creative process is actually what makes art meaningful – and what we’re at risk of losing in our rush toward AI efficiency? In this deeply reflective episode of Poets & Thinkers, we explore the intersection of human creativity and artificial intelligence with Nando Costa, a renowned designer and artist who h…
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Building a TNR Movement, Part 2: The Tactics That Make TNR Stick, featuring Bryan Kortis, National Programs Director at Neighborhood Cats
49:22
49:22
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49:22"You're not trying to make the situation perfect. You're just trying to improve it." This episode is sponsored-in-part by Maddie’s Fund. Part 2 of "From the Backyard to the Front Page: Building a TNR Movement" dives into the operational tactics that sustain and grow a Trap-Neuter-Return program. In this recorded webinar, Bryan Kortis shifts from ea…
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Hugh Thompson on Building the RSA Conference [Afternoon Cyber Tea]
37:34
37:34
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37:34While our team is observing Memorial Day in the United States, please enjoy this episode from the N2K CyberWire network partner, Microsoft Security. You can hear new episodes of Ann Johnson's Afternoon Cyber Tea podcast every other Tuesday. Dr. Hugh Thompson, Executive Chairman of RSA Conference and Managing Partner at Crosspoint Capital joins Ann …
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Redefining Client Discovery in Finance With Marla Sofer
32:04
32:04
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32:04Marla Sofer is the Founder and CEO of Knomee, a fintech platform that empowers individuals to align their financial decisions with their personal values and goals. With over two decades of experience in financial services — including leadership roles at JP Morgan, BlackRock, Microsoft, and Carta — she has consistently championed client-centric inno…
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AWS in Orbit: Automated Satellite Management. [T-Minus Space]
22:38
22:38
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22:38While our team is observing Memorial Day in the United States, please enjoy this episode from our team from T-Minus Space Daily recorded recently at Space Symposium. You can learn more about AWS in Orbit at space.n2k.com/aws. Our guests on this episode are Dax Garner, CTO at Cognitive Space and Ed Meletyan, AWS Sr Solutions Architect. Remember to l…
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Episode 234: Sexual Violence in Racial Capitalism with Alison Phipps
35:03
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35:03Today we have Alison Phipps on the podcast to discuss Sexual Violence in Racial Capitalism. Dominic and Alison discuss: What sexual violence means in terms of racial capitalism; What racial capitalism is; How framing sexual violence as a tool of racial capitalism changes the way we think about its causes and solutions; The ways in which the narrati…
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Pattie Dillon: Take the leap. [Anti-fraud] [Career Notes]
9:06
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9:06Please enjoy this encore of Career Notes. Product Manager in Anti-Fraud Solutions at SpyCloud, Pattie Dillon shares her journey from raising her family to specializing in the anti-fraud space. Upon reentering the workforce, Pattie worked on identity verification and developed a system with privacy concerns in mind. She moved to work in gift cards a…
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Purple teaming in the modern enterprise. [CyberWire-X]
26:30
26:30
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26:30In large enterprise software companies, Red and Blue Teams collaborate through Purple Teaming to proactively detect, respond to, and mitigate advanced threats. In this episode of CyberWire-X, N2K's Dave Bittner is joined by Adobe’s Justin Tiplitsky, Director of Red Team and Ivan Koshkin, Senior Detection Engineer to discuss how their teams work tog…
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Medal of Honor Leadership Ryan Pitts | Medal of Honor | Leadership in Battle
1:24:49
1:24:49
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1:24:49Today we have a once in a lifetime interview with Medal of Honor recipient Ryan Pitts, who truly earned this prestigious award in the mountains of Afghanistan fighting off a very dedicated, organized, and determined enemy force. Ryan and I connected thanks to the National Medal of Honor Center for Leadership, a non-profit helping to share lessons o…
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Pandas with a purpose. [Research Saturday]
20:20
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20:20This week, we are joined by Deepen Desai, Zscaler's Chief Security Officer and EVP of Cyber and AI Engineering, taking a dive deep into Mustang Panda’s latest campaign. Zscaler ThreatLabz uncovered new tools used by Mustang Panda, including the backdoors TONEINS, TONESHELL, PUBLOAD, and the proxy tool StarLoader, all delivered via phishing. They al…
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Operation Endgame dismantles cybercriminal infrastructure. DOGE’s use of the Grok AI chatbot raises ethical and privacy concerns. Malware on the npm registry uses malicious packages to quietly gather intelligence on developer environments. Researchers link Careto malware to the Spanish government. Exploring proactive operations via letters of marqu…
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Red Light Therapy That ACTUALLY Heals Your Skin | Steve & Joni Marchese Changed the Industry FOREVER
1:05:54
1:05:54
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1:05:54In this episode of Toxic Free with KB, I sit down with Steve and Joni Marchese, the husband-and-wife duo behind LightStim, the leading brand in FDA-cleared red light therapy devices! Steve is the CEO who helped shape the LED medical device industry, while Joni serves as President, bringing heartfelt leadership and a passion for healing and innovati…
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A joint operation takes down Lumma infrastructure. The FTC finalizes a security settlement with GoDaddy. The Telemessage breach compromised far more U.S. officials than initially known. Twin hackers allegedly breach a major federal software provider from the inside. U.S. telecom providers fail to notify the Senate when law enforcement agencies requ…
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Ex-Merrill Leader’s Vision Comes to Fruition: John Thiel on Making the Advisor “The Value Proposition”
1:01:45
1:01:45
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1:01:45With John Thiel – Founder and Executive Chairperson, Indivisible Partners Overview John Thiel offers a unique perspective on the evolution of the wealth management industry and his former leadership role at Merrill. Plus, he shares how his new independent firm, Indivisible Partners, is carving a new path for those seeking a firm with a greater focu…
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Episode 233: What Can Sociology Say about Right-Wing Extremism and the Mainstreaming of Racism and the Far-Right with Aaron Winter
36:48
36:48
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36:48Today we are cutting through the noise to tackle one of the most urgent and uncomfortable realities of our time: how hate has gone mainstream. From anonymous forums to prime-time politics, far-right extremism is no longer a fringe threat — it’s a digital, cultural, and political force shaping our democracies. Dominic and Aaron discuss: How certain …
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A joint advisory warns of Fancy Bear targeting Western logistics and technology firms. A nonprofit hospital network in Ohio suffers a disruptive ransomware attack. The Consumer Financial Protection Bureau (CFPB) drops plans to subject data brokers to tighter regulations. KrebsOnSecurity and Google block a record breaking DDoS attack. A phishing cam…
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Episode 1070 "Moments with Foo": Tyrone Taylor on Turning Tax Challenges Into Growth Opportunities
38:55
38:55
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38:55In this enlightening episode of Moments With Foo, host Insudo "Foo" Torres sits down with Tyrone Taylor, an Enrolled Agent and seasoned tax professional with over 17 years of experience. Tyrone specializes in representing taxpayers before the IRS and state tax agencies, assisting hundreds in resolving their tax issues. As the Senior Tax Director at…
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SLW #168 | Shareholder Advocacy from a Biblical Worldview
14:19
14:19
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14:19Send us a text In this episode, financial advisor Mark Trice explores the growing movement of shareholder advocacy from a biblical worldview. As more Christian investors seek to align their financial influence with their faith, Mark unpacks how shareholder engagement can be used as a redemptive tool—shaping corporate practices to reflect biblical v…
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President Trump signs the Take It Down Act into law. A UK grocer logistics firm gets hit by ransomware. Researchers discover trojanized versions of the KeePass password manager. Researchers from CISA and NIST promote a new metric to better predict actively exploited software flaws. A new campaign uses SEO poisoning to deliver Bumblebee malware. A s…
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Wealth Management Invest: Demystifying Crypto for Financial Advisors with Kristen Mirabella
30:29
30:29
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30:29In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, to discuss the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts. …
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Building a TNR Movement Part 1: The Roots of a TNR Revolution featuring Bryan Kortis, National Programs Director at Neighborhood Cats
49:00
49:00
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49:00"Success attracts donors and grantors, and just provides that foundation for expanding into the wider community." This episode is sponsored-in-part by Maddie’s Fund. In Part 1 of this recorded webinar, "From the Backyard to the Front Page: Building a TNR Movement," Bryan Kortis, National Programs Director for Neighborhood Cats, presents a compellin…
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Building a Culture of Collaboration: Lessons from Ed Kuresman
47:46
47:46
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47:46What's up Model FAs?! This week David interviews Ed Kuresman from Mai Capital Management about his career journey. Ed started in finance during the tech bubble, interned at Madison Financial Advisors, and grew the firm from $20 million to over $1 billion in assets. During this period Ed emphasized the importance of client referrals, a positive cult…
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The UK’s Ministry of Justice suffers a major breach. Mozilla patches two critical JavaScript engine flaws in Firefox. Over 200,000 patients of a Georgia-based health clinic see their sensitive data exposed. Researchers track increased malicious targeting of iOS devices. A popular printer brand serves up malware. PupkinStealer targets Windows system…
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Inside Boutique Wealth Management: Navigating Wealth and Ethics With Joshua D. Rogers
32:30
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32:30Joshua D. Rogers is the Founder and CEO of Arete Wealth, a Chicago-based financial services firm specializing in alternative investments, venture capital, and private equity. Under his leadership, the firm has expanded to over 100 offices and more than 320 advisors nationwide, providing comprehensive wealth management for high-net-worth individuals…
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Episode 232: Pagan Extremism with Ross Downing
26:56
26:56
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26:56Today we are discussing Pagan Extremism, and especially Norse Paganism. Dominic and Ross Downing dive into how Norse paganism is being hijacked by white separatists and radical influencers, how the pagan extremism evolves, and how communities fight back to reclaim meaning and identity from the clutches of hate. Ross Downing is an affiliate research…
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Dave Bittner: From puppet shows to podcasts. [Media] [Career Notes]
10:47
10:47
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10:47Please enjoy this encore of Career Notes. Host of the CyberWire Podcast, Dave Bittner, wanted to work with the Muppets, so naturally he landed in cybersecurity. Dave and his Cookie Monster puppet spent much of his childhood putting on shows for his parents friends. During one of those performances, he was discovered and got his start at the local P…
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Leveling up their credential phishing tactics. [Research Saturday]
20:46
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20:46This week, Dave speaks with Max Gannon of Cofense Intelligence to dive into his team's research on "The Rise of Precision-Validated Credential Theft: A New Challenge for Defenders." Threat actors continuously develop new tactics, techniques, and procedures (TTPs) to bypass existing defenses. When defenders identify these methods and implement count…
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NATO hosts the world’s largest cyber defense exercise. The DOJ charges a dozen people in a racketeering conspiracy involving the theft of over $230 million in cryptocurrency. Japan has enacted a new Active Cyberdefense Law. Lawmakers push to reauthorize the Cybersecurity Information Sharing Act. Two critical Ivanti Endpoint Manager Mobile vulnerabi…
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Google issues an emergency patch for a high-severity Chrome browser flaw. Researchers bypass BitLocker encryption in minutes. A massive Chinese-language black market has shut down. The CFPB cancels plans to curb the sale of personal information by data brokers. A cyberespionage campaign called Operation RoundPress targets vulnerable webmail servers…
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Episode 1069 "Moments with Foo": Angie Toney on What It Really Takes to Thrive in Tax Representation
31:23
31:23
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31:23In this episode of Moments With Foo, Foo sits down with powerhouse CPA Angie Toney — a seasoned tax strategist, former corporate auditor, and the visionary founder of The Executive Touch. With over 25 years in the finance industry and a network that includes former IRS agents and top-tier professionals, Angie shares how she’s building more than a b…
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The 5 Growth Constraints: What's Holding You Back?
58:03
58:03
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58:03Are you the bottleneck in your own firm? 🚨 In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck. Kelsey…
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What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
51:14
51:14
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51:14With Dave Mullen – Founding Partner and Principal, Altius Learning Overview In an episode that serves as a free coaching session on the key techniques that the most successful advisors use to build and grow their practices, Dave shares proven strategies honed from his tenure at Merrill, his three bestselling books, and his advisor coaching practice…
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SLW #167 | Advisors' Insights on Creating a Financial Plan that Actually Works
16:44
16:44
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16:44Send us a text A financial plan is more than numbers—it's your roadmap to a secure, meaningful future. In this episode, our advisors break down the 7 essential components of building a strong financial foundation. Whether you're just starting out or refining your strategy, this episode will help you make smarter decisions, build confidence, and mov…
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One Year from Retirement: A Critical Window for Planning and Perspective
39:41
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39:41When you're 12 months away from retirement, everything starts to feel real. From hard deadlines like pension elections and Medicare sign-ups to emotional shifts around identity and purpose, this final year before retirement can feel like a perfect storm. In this episode, Tyler Emrick, CFA®, CFP®, explores the unique challenges clients face in this …
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Episode 231: Whether Interference with Satellites is Act of War with Dr. Kai-Uwe Schrogl
32:39
32:39
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32:39This week on The International Risk Podcast, Dominic Bowen speaks with Dr. Kai-Uwe Schrogl, one of the world’s leading experts on international space policy and the former Chair of the United Nations Committee on the Peaceful Uses of Outer Space Legal Subcommittee. In this critical episode, they explore the growing risks in Low Earth Orbit (LEO), w…
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A busy Patch Tuesday. Investigators discover undocumented communications devices inside Chinese-made power inverters. A newly discovered Branch Privilege Injection flaw affects Intel CPUs. A UK retailer may claim up to £100mn from its cyber insurers after a major cyberattack. A Kosovo national has been extradited to the U.S. for allegedly running a…
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Gender Equity in Early Childhood with Vicki Hall
33:45
33:45
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33:45Send us a text Vicki Hall is in conversation with Sophie and Alex, discussing gender justice and the significance of this work in early childhood education. In a time where gender-based violence is on the rise in Australia, the significance of this work cannot be overstated. Gender equity starts in early childhood, and in this episode Vicki talks u…
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The Optimization Lie: Will AI finally give us the freedom “new work” promised us? – with journalist and author Markus Albers
42:46
42:46
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42:46Digitalization promised us a brave “new work” world. But instead we ended up with more meetings and “fake work”. What’s next and how do we transform our obsession with productivity tools and endless meetings into meaningful work and real innovation? In this episode of Poets & Thinkers, we explore the future of work with Markus Albers, a Berlin-base…
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House Republicans look to limit state regulation of AI. Spain investigates potential cybersecurity weak links in the April 28 power grid collapse. A major security flaw has been found in ASUS mainboards’ automatic update system. A new macOS info-stealing malware uses PyInstaller to evade detection. The U.S. charges 14 North Korean nationals in a re…
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Raising the Bar: People Skills, AI, and the Future of Financial Advice with Dr. Joshua Wilson
44:36
44:36
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44:36In this episode of the Model FA Podcast, David DeCelle is joined by Dr. Joshua Wilson, a behavioral finance expert with a PhD and a background in advisory, to discuss his journey and insights within the financial services industry. He emphasizes the importance of understanding subconscious decision-making in client relationships and the need for ad…
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In Hot Pursuit: Community Cat Care in Miami, featuring Dr. Mat Toscano, Executive Director and Chief of Surgery at Street Cat Clinic, and Tia Williams, Director of Cat Solutions 305
35:54
35:54
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35:54"Stop treating cats like dogs—when we see them for who they really are, the right solutions start to emerge." This episode is sponsored-in-part by Maddie’s Fund. In this dynamic episode of the Community Cats Podcast, host Stacy LeBaron is joined by two passionate advocates making waves in Miami’s cat welfare scene: Tia Williams, Director of Cat Sol…
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A major student engagement platform falls victim to the ClickFix social engineering attack. Google settles privacy allegations with Texas for over one point three billion dollars. Stores across the UK face empty shelves due to an ongoing cyberattack. Ascension Health reports that over 437,000 patients were affected by a third-party data breach. A c…
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[Perspective Series] Creating Clarity Through Processes With Adi Klevit
37:39
37:39
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37:39Adi Klevit is the Founder and CEO of Business Success Consulting Group, which identifies, creates, and documents processes to help businesses scale. She has 25 years of experience as a trained industrial engineer, management consultant, and business executive. With this knowledge, Adi helps organizations and companies improve efficiency and perform…
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Episode 230: Male Supremacism and Misogynist Extremism with Allysa Czerwinsky
38:42
38:42
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38:42Today on we’re diving headfirst into a threat vector that’s been hiding in plain sight: the toxic, metastasising digital subcultures, that are radicalising young men globally and fuelling a new wave of misogynistic violence. Hear the discussion about the risk of these online ideologies, the struggle of categorising, early warning signs, and how to …
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