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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Weekly
 
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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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Weekly
 
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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NRG Insights

Marcus Nanson

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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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The Talent Trade

Southwestern Family of Podcasts

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Weekly
 
The Talent Trade is all about finding the right person, for the right opportunity, at the right time. But how exactly do you do that the "right" way? Executive Search Partner and Top Biller Stephanie Maas shares more than 25 years of experience about what it takes to be a top recruiter in today's "talent trade" market, using ThinkingAhead’s four-prong system focused on recruiting, business development, planning, and managing your mindset. It’s real, honest information about how to build your ...
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the industry's trends, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand i ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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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-offi ...
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Everyday HR

Steven Nicklaus

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A podcast where your local HR professionals discuss common everyday HR issues, solutions, and trends. You will hear firsthand experiences from a consultant, legal, and benefits advisor. This will be your place to learn and hear relevant topics and strategies about everyday HR concerns that matter to you and your business. Hosts: Roshni Patel, HR Consultant & President of Thrive HR [email protected] Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP / dklingenbe ...
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Peer Effect

James Johnson

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Monthly+
 
Best way to scale? Your peers have the answers. This is the podcast for scaleup founders looking for insightful, actionable wisdom from some of the best operators around. Each week we’ll explore one secret that other founders and experts are using right now and how to implement it. It’s practical wisdom to build the company AND life you want. Hosted by renowned founder coach and advisor James Johnson. You’ve survived to £1m, now let’s scale to £10m+.
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Mornings with Simi (Monday – Friday: 5.30 – 9am) helps you wake-up, reconnect, and get your day off on the right foot. Simi Sara dives into on the headlines of the day with veteran Global News anchors and reporters. They help you navigate through the details of the stories, highlight essential information and share new perspectives on how the daily news affects you. Simi loves the Lower Mainland. She’s lived here her whole life and truly understands the history and challenges our communities ...
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Women Interviews

Joanne French

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Ordinary women make the extraordinary leap into business ownership every day. Women-owned businesses contribute $1.4 trillion dollars in revenue yearly and employ over 9 million people (US). Yet, that $1.4 trillion is just a fraction (4.3%) of the private sector. Ladies, we got this! We can do better together! This podcast explores why women ‘start-up’ and candidly discusses the ups and downs of business ownership. There are no unicorns here. Just real women who want to share their stories a ...
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Business Confidential Now with Hanna Hasl-Kelchner

Business Confidential Now with Hanna Hasl-Kelchner

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★ PRACTICAL ★ TIMELESS ★ NO NONSENSE ★ Discover the business issues hiding in plain view that matter to your bottom line. Created for smart business owners, executives, managers, and entrepreneurs who want to increase their business leadership effectiveness and side-step the School of Hard Knocks. Each Thursday you’ll hear top-line insights, tools and straight talk from experts, authors and change makers who share their secrets for more success on a wide range of business topics. These are t ...
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What’s driving today’s top financial advisors to break away from big firms and go independent? And how can AI change the game without replacing the human element? In this episode, Jonathan sits down with industry powerhouse Mindy Diamond—founder & CEO of Diamond Consultants, and a pioneer in wealth management recruiting—for a deep dive into the evo…
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Is Canada's legal weed tied to a smuggling epidemic abroad? Guest: Allan Woods, Paris-Based Staff Reporter for the Toronto Star Why is Canada Post going on strike again? Guest: Stephen Gale, BC Representative for the Canadian Union for Postal Workers Why are monkeys starting to kidnap each other? Guest: Zoë Goldsborough, Behavioural Ecologist at th…
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Do you want to unlock the secrets to financial success and navigate the complexities of wealth management? This episode will give you the expert insights you need. Jonathan speaks with Shirl Penney, founder and CEO of Dynasty Financial Partners. In this episode, they deep dive into Penney's inspiring journey from humble beginnings to becoming a suc…
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The Ministry of Forests responds to industry criticism Guest: Ravi Parmar, BC’s Minister of Forests Why are taxpayers subsidizing big business? Guest: Laurent Carbonneau, Director of Policy and Research at the Council of Canadian Innovators and Author of “At the Trough: The Rise and Rise of Canada’s Corporate Welfare Bums” How researchers discovere…
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In this episode of NRG Insights, Rising Stars, Marcus sits down with Lloyd Whiting, Case Manager at Assetz Capital, to explore what it really looks like to start at the bottom and build a career in financial services. Lloyd’s journey is a great example of what’s possible when curiosity, consistency, and a willingness to learn meet opportunity. Star…
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Have you ever wondered why, despite having access to advanced AI tools, your marketing strategies still don’t hit the mark? Could it be that you’re focusing on the wrong data and missing the emotional connections that truly drive consumer behavior? Today we’re exploring the intersection of AI, emotional intelligence, and marketing with Joshua Goldb…
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Key takeaways include: -What “managed CRM services” actually mean for advisors -How JEDI helps automate repetitive tasks like RMD reminders and client scheduling -Why data integrity is non-negotiable - and how to test if your data is clean -The direct impact of CRM optimization on firm valuation and exit strategy -Real use cases for automation, int…
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Should Canada allow more AI in court? Guest: Ryan Fritsch, Toronto-Based Lawyer who Specializes in AI Criminal Justice How qualified is the new Provincial Forest Advisory Council? Guest: Kim Haakstad, President & CEO of the BC Council of Forest Industries Do free divers of Jeju Island have a 'superpower' in their genes? Guest: Dr. Melissa Ilardo, E…
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If content rules, why does it feel like there are 100,000 royal families? In a world drowning in blog posts, videos, and AI-generated everything, content has never been more abundant—or more commoditized. So how do brands cut through the noise? Today’s guest has a few thoughts on that—and more. Ben Shapiro, host of the MarTech Podcast, has had fron…
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Why did BC hire a special advisor for the Downtown Eastside? Guest: Sheila Malcolmson, Minister of Social Development and Poverty Reduction Should space law protect historical sites on the Moon? Guest: Michelle Hanlon, Professor of Practice and the Executive Director of the Center for Air and Space Law at the University of Mississippi School of Law…
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Executive recruiters Chris Spagnola and Jonathan McIntosh share helpful tips on how to prepare for a successful first interview, and how to best navigate post-interview etiquette. Discover what sets ThinkingAhead apart, hear stories from recruiters, and browse opportunities by clicking here.By Southwestern Family of Podcasts
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With 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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Highlights from the episode include: -Why having a successor doesn’t mean you’ve solved for succession. -The real risks of passing your business to an underprepared or undercapitalized G2. -Why external buyers may offer a better deal - and still keep your G2 in the picture. -How top acquiring firms use process, mentorship, and scale to support long…
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In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning. Discover how SJP’s 2030 vision is being built around: Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs …
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Should the IIO handle sexual assault claims against cops? Guest: Jessica Berglund, Chief Civilian Director of the Independent Investigations Office of BC Why can’t police crack Canada’s synthetic drug rings? Guest: Mike Hager, Reporter for The Globe and Mail What’s the best way to drop an egg? Guest: Dr. Tal Cohen, Associate Professor of Engineerin…
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Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, a Senior Investment Advisor and Associate Port…
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