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 ...
…
continue reading
Advisor Solutions Podcasts
A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
…
continue reading
“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
…
continue reading
…
continue reading
MedTech Leaders Changing Lives for a Better World
…
continue reading
Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
…
continue reading
A fun and informative technology podcast
…
continue reading
The Hairdresser Strong Show is all about Salon Owners, Rising Stylists, and Seasoned Stylists sharing their experiences, successes, failures, and advice to inform, educate, and empower their Fellow Hairdresser. We won’t stop until we are all: Hairdresser Strong.
…
continue reading
Welcome to the #WisdomOfWomen Show, dedicated to amplifying the wisdom of women in business. A new model of leadership is emerging, and we are here to elevate the voices of women leading the way. We feature trailblazing women founders, investors, and growth experts illuminating the path of growth and prosperity for women-led enterprises. Join your host, Coco Sellman, 5x founder, impact investor, advisor to 500+ entrepreneurs, and creator of the Force for Good Business System(TM) -- the only ...
…
continue reading
The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.
…
continue reading
1
The Happy Retirement Show with Victor Gray and Colin Hurst
Victor Gray, RICP® and Colin Hurst, CFP®
0
21
Hosted by Victor Gray, RICP® and Colin Hurst, CFP®, The Happy Retirement Show is an educational resource designed to help you learn how to achieve a successful and fulfilling retirement. Each episode, Victor and Colin will share expert insights on building a solid foundation for your future. Tune in for thoughtful discussions on income planning, managing risk, tax planning, legacy building, and much more. Whether you're planning your retirement or already in it, the Happy Retirement Show is ...
…
continue reading
Conversations with the smartest, most interesting people at the intersection of real estate, leasing and accounting.
…
continue reading
You’re a good leader. You might even be a great one. Whether you’re leading a team of one, two, or three thousand, how you lead determines whether you survive or thrive in the workplace. I’m Kathy Andrews, and this is the For Leaders, By Leaders podcast. We’re here for insightful conversations with real leaders, sharing inspiration and practical advice to help you unlock the best in yourself and those around you. When you face those moments where you ask yourself, “What do I do?” or “How can ...
…
continue reading
Accelerate your success with insights from a multidisciplinary team of healthcare strategy, regulatory affairs, population health, patient engagement, and interoperability experts. These timely discussions can help you better navigate the challenges of running your ambulatory care practice.
…
continue reading
If you’re a Police Officer, Law Enforcement Officer or support staff, serving or retired or considering leaving the Police, then this is for you! Every episode, I’ll bring you interviews with subject matter experts like CV writers, recruiters, business and mindset coaches, senior executives and more plus interviews with officers who have successfully transitioned to new roles. We’ll discuss why and how they did it, their fears, how they overcame them, lessons learned and what life is like ou ...
…
continue reading
Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
…
continue reading
This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
…
continue reading
Welcome to Chatter with BNC, Business North Carolina magazine's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people.
…
continue reading
Podcast by Howard Kettner
…
continue reading
Consulting for Humans is all about the trials, tribulations, and triumphs of a life in consulting. Each week, Ian and Mike shine a light on a new topic, bringing insights from decades of experience in consulting to business clients. We'll be examining the ideas, old and new, that underpin what makes consultants happy and successful. We think the job gets easier, the more human you are! So it’s our mission to add just a little more humanity to the lives of consultants, and to bring some of th ...
…
continue reading
Peggy Van de Plassche is a seasoned advisor with over 20 years of experience in financial services, healthcare, and technology. She specializes in guiding boards and C-suite executives through transformational change, leveraging technology and capital allocation to drive growth and innovation. A founding board member of Invest in Canada, Peggy also brings unique expertise in navigating complex issues and fostering public-private partnerships—key elements in shaping the Future of Business. He ...
…
continue reading
Utility Emergency Response with Isaac Alatorre is an informative and educational program for those in the utility and liquid management industry. Join Portable Pipeline Advisor and Host Isaac Alatorre as he explores all things utility industry, and emergency preparedness. Twice a month Isaac will share his expertise with you all about the wonderful and exciting world of Water, Wastewater, and Flood Management along with guest experts in the industry.
…
continue reading
Every successful business starts out with an idea and a dream. In the Founders Story Podcast, you’ll learn from local entrepreneurs as they discuss their journey from their first inspiration to their first employee and the steps they took to get there. Listen to the Founders Story to hear how these entrepreneurs gained the success they enjoy today.
…
continue reading
The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide to retirement planning. Jon, the author of "The Retirement Solution," covers the financial headlines and helps listeners focus on ways to reduce fees, taxes, and squeeze every available penny out of their retirement portfolio. Whether you're just starting to plan for retirement or you're already in the thick of it, The Retirement Solution has something for you. Jon's unique approach is design ...
…
continue reading
How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
From The Top with Chad Hesters is the podcast for mid-cap, family-owned, privately held, and larger organizations facing big decisions about leadership, succession, and hiring the right people. I’m Chad Hesters, executive search partner, leadership advisor, and former U.S. Naval Intelligence Officer. Each month, I sit down with CEOs, founders, board members, and leadership experts to discuss the real challenges of finding and hiring the leaders who can move a business forward and the ever-ch ...
…
continue reading
A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
…
continue reading
This HR Podcast makes YOU think and rethink. Don’t be stuck with HR leadership. Learn from those who’ve lived it. Tune into the CHRO Mindset Podcast to lead future of HR. 1. Lead HR. Skip the fluff. Discover how top CHROs think, act, and lead inside the boardroom – get one step closer to your seat 2. Map your next career move. Get step-by-step career stories that can help you shift mindset- you needed to be a CHRO 3. Learn from global CHROs. Hear from leaders at Trident, Ford, Alstom, and mo ...
…
continue reading
My name is Bry Willis. Here you can find my thoughts on topics ranging from business transformation strategy to enterprise business architecture to transformation implementation and adoption. I view transformation through a customer experience lens to solve business challenges and leveraging technology to enable solutions. Here I share decades of my experience in corporate and management consulting contexts, from my beginnings as a technologist through to my time as a consultant and advisor. ...
…
continue reading
Arete is a Greek word that essentially means “the fulfilment of one’s full potential”. Or as the famous Greek author Homer wrote, “where heroes gather to realise their full potential”. The Arete podcast is designed to showcase the careers of leading CEOs, Chairs and other successful senior leaders. Rather than a formal interview, this is a relaxed “fireside chat” style conversation, where Richard Triggs talks to the guest about their careers, key achievements, lessons learned along the way, ...
…
continue reading
Traditional media on Finance has become too commercial and one sided. We strive to show the truth behind the current topics in the financial news today. We strive to be fully transparent and would love to see your comments on our videos however since Patrick Morehead is an actual financial advisor the SEC does not allow comments on Youtube Videos. We would still love to hear form you about potential topics, things you like and of course things we can work on. Please reach out to us at Hello@ ...
…
continue reading
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
…
continue reading
Better People Decisions. Stronger Teams. Scalable Results. The People Playbook is your weekly guide to building high-performing teams and cultures that scale. Hosted by leadership coach and executive advisor Jason Taylor, this podcast features raw, insightful conversations with CEOs, founders, and culture builders who know what it really takes to lead in today’s world. From mindset to execution, every episode unpacks the strategies, missteps, and breakthroughs behind exceptional leadership - ...
…
continue reading
Welcome to Your Business, Your Life with Matt DiFrancesco, your personal financial quarterback. Business owners needs are a bit different; aligning your business and family are critical to your success – We help with your unique challenges so you reach your financial goals. Your business – your life, it’s our priority at Di Francesco Virtual Family Office. Let’s get started
…
continue reading
Forming the Future of Finance
…
continue reading
Building Blocks: Connecting People, Places, and Policies is a space for thought-provoking conversations about the current issues, trends, ideas and big questions facing the affordable housing and community development field in the United States. The podcast series is hosted by Laurel Blatchford, former president of Enterprise Community Partners, a proven and powerful nonprofit, creating opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities.
…
continue reading
Welcome to The Culture Code podcast. On this podcast, you’ll learn how to grow, shape, and sustain a high-performance culture with the CEO of LEADx, Kevin Kruse. From designing and delivering highly effective leadership development programs, to measuring and improving the employee experience, you will understand what it takes to cultivate a thriving company culture. Through interviews with Chief People Officers, deep dives into key topics, and recordings of our invite-only community sessions ...
…
continue reading
Welcome to this podcast series from Cummings Pepperdine. Cummings Pepperdine advises on the three key areas of law, tax and FCA in alternative assets. Each Pep Pod looks at one or more of these areas of advice, with the aim of providing our listeners with useful updates, insights and information which will help your business. If you have any questions, just get in touch with us. Our contact details are all on our website, cummingspepperdine.com. Enjoy the Pod!
…
continue reading
DaVinci Academy presents an interview series with physicians, medtech innovators, and entrepreneurs that are making an impact on healthcare.
…
continue reading
The Alpha Female Podcast is a weekly podcast designed to inspire you to live like an Alpha Female. An Alpha Female is a powerful and assertive woman. Her confidence is due to being an intelligent and intellectual problem-solver. Being an Alpha Female is a State of Mind based on choosing ambition and being proud of it. She strives for a happy and healthy work/life harmony. Robyn (Baldwin) Pineaul interviews other Alpha Females to find out their tips and tricks to fit in fitness, health and nu ...
…
continue reading
Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about steppi ...
…
continue reading
We live in a world that never stops moving, where society depends on the constant flow of goods and people. This is all made possible by the marvels of our modern infrastructure, but who are the pioneers that bring order, processes and systems to keep us moving, and what can we learn from their insights? In Infrastructure Momentum Makers, host and strategy advisor Ratna Amin speaks with the movers and shakers at the intersection of the public, private, and civic sectors about the latest brea ...
…
continue reading
Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
…
continue reading
What’s next for healthcare? In a rapidly evolving industry, staying ahead requires insights, expert analysis, and actionable strategies. Analyzing Healthcare is the podcast for healthcare professionals, policymakers, investors, and curious citizens who want to navigate the challenges and opportunities shaping the future of healthcare. Analyzing Healthcare goes beyond theory to deliver real-world case studies and perspectives on the U.S. and global healthcare system. Hosted by industry expert ...
…
continue reading
1
Is It Time to Fire Your Financial Advisor?
13:50
13:50
Play later
Play later
Lists
Like
Liked
13:50
Is your financial advisor really preparing you for retirement’s big game—or just getting you to the playoffs? Jon Hicks explores the warning signs that it may be time to switch advisors, from costly mutual funds and missing income plans to overlooked tax strategies. Learn what questions to ask and how to ensure your financial coach is ready for you…
…
continue reading
1
Rewind : 5 Skills to Be Successful w/ Rob Brown
48:42
48:42
Play later
Play later
Lists
Like
Liked
48:42
Join us as we revisit this conversation from 2021! As accounting professionals, we each need to find the time to "sharpen the saw" to offer the quality accounting services our clients expect. Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area. This is a great convers…
…
continue reading
1
Episode 19: Lauren Rockett, Liability Advisor
24:34
24:34
Play later
Play later
Lists
Like
Liked
24:34
Host: John Thompson Guest: Lauren Rockett In this episode of Nurturing Success, host John Thompson speaks with Lauren Rockett, a dynamic real estate professional and mortgage strategist with over two decades of hands-on experience. Lauren shares her journey from flipping homes as a single mom to becoming a sought-after coach for real estate agents …
…
continue reading
1
120. Why Do-It-Yourself Exit Plans Don’t Work
17:30
17:30
Play later
Play later
Lists
Like
Liked
17:30
Most business owners think they can handle their exit plan on their own—or with the help of a CPA or attorney. But without the right expertise and coordination, that DIY approach often leads to missed opportunities, legal headaches, and costly mistakes. In this episode, Matt Di Francesco explains why going solo on your exit plan rarely works. He sh…
…
continue reading
1
Curiosity vs Expertise Why Leaders Are Generalists with Xenia Wickett Founder of Wickett Advisory
33:55
33:55
Play later
Play later
Lists
Like
Liked
33:55
In this illuminating episode, host Chad Hesters sits down with global advisor Xenia Wickett to explore the evolving demands of modern leadership. Drawing from her extensive experience across government, academia, and business, Xenia shares powerful insights on developing a generalist mindset, the critical importance of curiosity and determination, …
…
continue reading
1
Long-Term Care Myths & Solutions with Alecia Barnette
15:27
15:27
Play later
Play later
Lists
Like
Liked
15:27
Long-term care planning is one of the most misunderstood parts of retirement, and one of the most important. In this episode, Victor sits down with long-time industry expert Alecia Barnette to separate myth from reality. They go behind the scenes of long-term care to share industry insights, real family stories, and actionable tips for building a s…
…
continue reading
1
Elevating Financial Wellness: Inside Corporate Programs with Andrew Harrell
12:38
12:38
Play later
Play later
Lists
Like
Liked
12:38
Welcome back to Don’t Retire… Graduate! In this special “Diary of a Financial Advisor” segment, I’m thrilled to welcome Andrew Harrell. Andrew’s journey is one of passion, commitment, and ongoing growth. He began at BFG as an associate in 2018, quickly advanced to lead advisor in 2023, and recently became a shareholder. Andrew graduated cum laude f…
…
continue reading
1
Chatter with BNC | James Ledford - President of Golf Pride
24:23
24:23
Play later
Play later
Lists
Like
Liked
24:23
Welcome to Chatter with BNC, Business North Carolina's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people. On today's episode, Ben Kinney speaks with James Ledford, President of Golf Pride. With a rich background spanning strategic consulting, global business development, and consumer products, James lea…
…
continue reading
1
Master Tax Resolution and Give Clients Peace of Mind w/ Steven Weisberg
47:33
47:33
Play later
Play later
Lists
Like
Liked
47:33
In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Steven Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients e…
…
continue reading
1
Matt Bell, CEO of Shelmerdine Garden Centre & Geller's Design - Leading with Perspective and Purpose
30:55
30:55
Play later
Play later
Lists
Like
Liked
30:55
In this episode of The People Playbook Podcast, Jason Taylor sits down with Matt Bell, CEO of Shelmerdine Garden Centre and founder of Geller's Design, to discuss what it takes to scale multiple businesses while keeping culture, leadership, and people at the heart of it all. Matt shares his journey from growing Gellers into Winnipeg’s largest resid…
…
continue reading
1
Navigating the Digital Age: Privacy Challenges and Solutions with Frances Zelazny
38:26
38:26
Play later
Play later
Lists
Like
Liked
38:26
In this new episode I'm joined by Frances Zelanzny, co-founder and CEO of Anonybit, a company dedicated to redefining privacy and identity security in the digital age. We delve into Frances's extensive experience in the realms of cybersecurity and digital identity, exploring her unique perspective shaped by her background as a daughter of a Holocau…
…
continue reading
💬 What’s the Best Career Advice You’ve Ever Given? Last week, I was speaking at the Club Canadien de Toronto during the Francophone Summit on Finance and Investment 2025. The panel was about Power, Leadership, and Investment: Who Shapes the Finance of Tomorrow? But the moment that stayed with me came from the Q&A. A young woman in the audience aske…
…
continue reading
1
Ep 53 | S03 Ep 11 | This Is How You Boost Your HR Credibility | Learn with Yogesh Patgaonkar, Master Certified Coach
36:50
36:50
Play later
Play later
Lists
Like
Liked
36:50
Scrolling through social feed to find the perfect video on boosting your ‘HR credibility?’ Here you have it! This 40 min episode of The CHRO Mindset podcast will answer all your questions on ‘what, how, and when’ of gaining more respect as an HR, being a shoulder-to-shoulder partner in business decisions and being a professional of high intellect a…
…
continue reading
1
Changes Beyond Your Control? Pivoting with Courage, Agility, and Determination | Jahnaya Harris | Naya’s Chair | Holistic Hair Care Provider
36:59
36:59
Play later
Play later
Lists
Like
Liked
36:59
Most people wait until they feel ready — Jahnaya didn’t have that luxury. In this honest conversation, she shares what it’s like to build a career and a business at the same time, how she’s learned to trust the process, and why entrepreneurship is more about courage than confidence. Follow/subscribe to be the first to know when new episodes are rel…
…
continue reading
Join us this Wednesday for a new episode where Roger discusses tax resolution with Stephen Weisberg.By Roger Knecht - Universal Accounting Center
…
continue reading
1
Retirement Planning: Why One Size Never Fits All
46:23
46:23
Play later
Play later
Lists
Like
Liked
46:23
What’s the one thing most people miss when planning for retirement? This past weekend’s radio show dives into why every retirement strategy should be as unique as you are. Jon Hicks explores the “jazz” of financial planning, the pitfalls of cookie-cutter advice, and how to build flexibility into your future. From Roth conversions to market highs, l…
…
continue reading
1
Rewind : What Is A Business Really Worth? w/ Bharat Kanodia
48:31
48:31
Play later
Play later
Lists
Like
Liked
48:31
Join us as we revisit this conversation from 2021! As accounting professionals, we have opportunities to determine the value of our client's business but also work with them to increase it's worth. Let's consider not only why but how we can help them work ON their business. Listen as Bharat and Roger discuss the things that establish the value of a…
…
continue reading
1
Sarah Ptach | President & CEO, Canyon Labs | Elevating MedTech Standards, Leadership in Innovation, & Patient-Centric Culture
33:53
33:53
Play later
Play later
Lists
Like
Liked
33:53
Sarah Ptach, President and CEO of Canyon Labs, discusses her journey from professional sports and advertising to leading Canyon Labs, a company specializing in medical device and pharmaceutical testing. Inspired by her father's Parkinson's diagnosis, Sarah transitioned to healthcare to make a meaningful impact. She delves into her leadership philos…
…
continue reading
1
Set Boundaries With Clients! Service Advisor Tips
25:09
25:09
Play later
Play later
Lists
Like
Liked
25:09
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 hosts his final Autofix AdvisorCast and shares heartfelt reflections on the evolution of customer expectati…
…
continue reading
1
Episode 18: Chris Mastro, CFP® of Impact Fiduciary
22:51
22:51
Play later
Play later
Lists
Like
Liked
22:51
Host: John Thompson Guest: Chris Mastro In this episode of Nurturing Success, John Thompson talks with Chris Mastro, CFP® of Impact Fiduciary, about building a purpose-driven financial planning practice rooted in sustainability, intentionality, and efficiency. Chris shares his nontraditional path into financial planning, how the 2008 financial cris…
…
continue reading
1
Three Simple Rules to Grow Your Wealth with Scott Yamamura
36:12
36:12
Play later
Play later
Lists
Like
Liked
36:12
Welcome back to Don’t Retire… Graduate! In today’s episode, I’m thrilled to explore the art and science of financial literacy with our guest, Scott Yamamura. Scott is an expert in communication and design with over 25 years of experience, boasting a Fortune 15 background and numerous industry accolades. He’s also a certified financial coach and the…
…
continue reading
1
Chatter with BNC | Shay Prosser - CEO of North 12 Partners
20:17
20:17
Play later
Play later
Lists
Like
Liked
20:17
Welcome to Chatter with BNC, Business North Carolina's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people. On today's episode, Ben Kinney talks with Shay Prosser, CEO of consulting firm North 12 Partners, where she serves as a Fractional Chief Strategy & Growth Officer helping organizations define their …
…
continue reading
1
3 Steps to Cash Flow Control and Debt Freedom w/ Dr. Howard Polansky
44:12
44:12
Play later
Play later
Lists
Like
Liked
44:12
In this episode of Building the Premier Accounting Firm, Roger Knecht and Dr. Howard Polansky discuss transforming financial perspectives from traditional debt management to a dynamic cash flow optimization. This episode explores Dr. Polansky's journey from dentistry to becoming a "cash flow optimizer" and how strategic use of lines of credit can d…
…
continue reading
1
Kellie Lefaive, CEO of Go Direct Solutions - Leading Through Chaos and Building Future Leaders
34:20
34:20
Play later
Play later
Lists
Like
Liked
34:20
In this episode of The People’s Playbook Podcast, Jason Taylor sits down with Kellie Lefaive, CEO of Go Direct Solutions, to explore what it takes to lead effectively in fast-paced and ever-changing industries. Kellie shares her insights on staying calm amid chaos, aligning teams across multiple departments, and nurturing future leaders. She also o…
…
continue reading
1
📖Forget Self-Help — Read a Biography Instead
10:30
10:30
Play later
Play later
Lists
Like
Liked
10:30
The most underrated form of personal development? Reading someone else’s life. Not the polished business bios that read like PR exercises. But the real ones — messy, contradictory, deeply human stories of artists, writers, and athletes who fail, doubt, reinvent, and rise again. Reading David Bowie makes you question how far you’d go to reinvent you…
…
continue reading
1
RSPA Trusted Advisor Ep. 144: Change Management with Coach Gary Manchel
51:39
51:39
Play later
Play later
Lists
Like
Liked
51:39
In Episode 144 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Gary Manchel, the all-time winningest men’s basketball coach at Mercyhurst (PA) University, to talk leadership and change management. Among the topics discussed are how to stay focused on your core goals while experiencing significant change, best practices for leading a gro…
…
continue reading
1
Investing in Diverse Founders for a Better Tomorrow with Laurel Mintz
37:16
37:16
Play later
Play later
Lists
Like
Liked
37:16
In this episode we are joined by an esteemed guest, Laurel Mintz, a distinguished figure at the intersection of marketing and venture capital, shares her journey as the founder and CEO of Elevate My Brand and general partner at Fabric VC. With a commitment to amplifying the voices of underrepresented founders, Laurel elucidates her mission to foste…
…
continue reading
1
Unstuck Your Money: Four Moves to Free Your Retirement
12:19
12:19
Play later
Play later
Lists
Like
Liked
12:19
Is your money stuck in old accounts, forgotten 401(k)s, or inefficient investments? Financial advisor Jon Hicks reveals four essential strategies for freeing up your retirement savings. Learn how to organize your financial “junk drawer,” avoid costly mistakes, and take control of your future by making smarter decisions with your hard-earned money. …
…
continue reading
1
The Power of Co-Creation: Building Beauty Spaces With People, Not For Them | Dana Fountain | Beauty Platform Creator/She-E-O Pin Me Up Chicago & Your Beauty Blueprint
47:56
47:56
Play later
Play later
Lists
Like
Liked
47:56
Today’s episode is a little different— because instead of just talking about business models, we’re walking through them in real time. While in Chicago, we spent time with Dana Fountain, visionary beauty entrepreneur, author of The Beauty Blueprint, and founder of Chicago’s largest bridal beauty agency, Pin Me Up Chicago. She’s built 7 unique salon…
…
continue reading
1
Holiday Spending Shock | The RMD Tax Time Bomb | Unsticking Your 401k
44:10
44:10
Play later
Play later
Lists
Like
Liked
44:10
Is your wallet ready for the holiday season’s surprises? This episode kicks off with the realities of year-end spending, then Jon Hicks dives into the hidden dangers of Required Minimum Distributions (RMDs) and how they can derail your retirement plans. Finally, discover practical strategies to free your 401k from “stuck money” and make your saving…
…
continue reading
1
Rewind : Not Finding Validation, Time To Do This On My Own! w/ Teena Chandler
43:27
43:27
Play later
Play later
Lists
Like
Liked
43:27
Join us as we revisit this conversation from 2021! Hindsight being 20/20, from a young age the path to accounting was there but Teena took the long round to find her place. After working hard, not receiving the benefits, financial rewards and recognition it was time to start her own business. Who knew it would be this good? Listen as Teena shares w…
…
continue reading
1
Adam Sendzischew - Premium Financing Life Insurance Solutions
34:08
34:08
Play later
Play later
Lists
Like
Liked
34:08
Join Newton One Advisors (Mark Singer and Steve Target) and Adam Sendzischew, Principal of Jones Lowry, as they delve into the intricacies of premium financing life insurance solutions for affluent families. Learn why partnering with an experienced consultant that specializes in this governed process is imperative for all parties.…
…
continue reading
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, host Michael Doherty dives into the power of selfless teamwork in building an unstoppable shop culture. Michael shares pers…
…
continue reading
1
Ep 52 | S03 Ep10: Employee retention fails? Fix your 7 habits now | Gargi Banerjee, Global Human Capital Leader
44:54
44:54
Play later
Play later
Lists
Like
Liked
44:54
Your top talent is slipping off your hands like dry sand. And you don’t know until you are empty handed. But here’s a catch! Watch Gargi Banerjee, a Seasoned HR Leader talking on what really makes your employees stay with you without any heavy lifting. You’ll learn: How to spot early signs of burnout and disengagement? Why does focusing only on top…
…
continue reading
1
Episode 17: Lisa Rehberg of Rehburg Life Settlements
23:37
23:37
Play later
Play later
Lists
Like
Liked
23:37
Host: John Thompson Guest: Lisa Rehburg In this eye-opening episode, John Thompson sits down with Lisa Rehburg to explore the often-overlooked opportunity of life settlements — turning unwanted or unaffordable life insurance policies into a powerful financial planning tool. Lisa brings over three decades of insurance industry experience, sharing ho…
…
continue reading
1
119. ADAS Calibrations Done Right: The Lightning Auto Service Approach with John Voulgarakis
33:32
33:32
Play later
Play later
Lists
Like
Liked
33:32
The collision repair industry is evolving fast—ADAS technology, OEM compliance, and rising safety standards are reshaping how vehicles are repaired and calibrated. But as complexity grows, efficiency and trust have never been more important. In this episode, Matt DiFrancesco talks with John Voulgarakis, co-founder of Lightning Auto Service, about h…
…
continue reading
1
Navigating Culture Shifts and Accountability: Claudia Glover’s Diary of a Financial Advisor
10:22
10:22
Play later
Play later
Lists
Like
Liked
10:22
Welcome back to Don’t Retire… Graduate! Today’s episode is part of our exclusive “Diary of a Financial Advisor” series, where I sit down with fellow advisors to explore their professional paths, motivations, and insights for helping others succeed financially. I’m excited to introduce our guest for this conversation, Claudia Glover, CFP®, who serve…
…
continue reading
1
Chatter with BNC | Craig Alden - Financial Advisor and Area Manager at Pinnacle Financial
23:49
23:49
Play later
Play later
Lists
Like
Liked
23:49
Welcome to Chatter with BNC, Business North Carolina's weekly podcast, serving up interviews with some of the Tar Heel State's most interesting people. On today's episode, Ben Kinney speaks with Craig Alden, Financial Advisor and Area Manager at Pinnacle Financial. Craig has built a distinguished career in banking, leading teams and guiding clients…
…
continue reading
1
On The Brain at Work/ Guest: Jaime Lama, Regional Director, NLI
43:39
43:39
Play later
Play later
Lists
Like
Liked
43:39
Today, we’re exploring how neuroscience and technology are reshaping leadership with Jaime Lama from the NeuroLeadership Institute. As a psychologist with 30 years in HR and consulting, Jaime brings deep expertise in guiding organisations through change. Jaime breaks down how the brain drives behaviour, from survival instincts to the role of emotio…
…
continue reading
1
Why Most Growing Businesses Still Go Bankrupt - Ron Saharyan
47:57
47:57
Play later
Play later
Lists
Like
Liked
47:57
Thanks for joining us for another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Ron Saharyan discuss the critical importance of achieving profit in business, challenging the stigma around it and emphasizing its role in economic growth and personal well-being. They explore the Profit First methodology as a power…
…
continue reading
1
Navigating R&D Tax Credits: Impacts of the One Big Beautiful Bill Act
29:24
29:24
Play later
Play later
Lists
Like
Liked
29:24
In this episode, we are joined by returning guest Jennifer Flynn and Cg’s very own Cg Team John Blake to discuss Research & Development Tax Credits and its new updates from the One Big Beautiful Bill Act. ○ Jennifer Flynn is the Vice President of CPA Partnerships at Source Advisors, a consulting firm that provides customized tax solutions to real e…
…
continue reading
1
Lindsay Wilson, GM of Sales Ontario at Molson Coors - Building Authentic Leadership and High-Performing Teams
31:18
31:18
Play later
Play later
Lists
Like
Liked
31:18
In this episode of The People Playbook Podcast, Jason Taylor sits down with Lindsay Wilson, GM of Sales Ontario at Molson Coors, to dive into authentic leadership, building culture through momentum, and nurturing high-performing teams. Lindsay shares her journey through significant organizational change, how she fosters inclusion and cross-function…
…
continue reading
1
Creating Successful Business Transitions Through Intentional Leadership with Andrea Carpenter
35:08
35:08
Play later
Play later
Lists
Like
Liked
35:08
In this episode I'm joined by Andrea Carpenter, a next-generation entrepreneur who is redefining leadership and succession in family businesses. We engage in a profound exploration of her unconventional pathway, which includes acquiring and leading an established firm rather than adhering to the prevalent startup narrative. Andrea expounds upon the…
…
continue reading
1
💪 Expand Your Career Longevity — Invest in Yourself
7:33
7:33
Play later
Play later
Lists
Like
Liked
7:33
When I say invest in yourself, I don’t mean another AI course, eMBA, or leadership retreat in the Rockies. I mean literally: invest in your appearance, fitness, and energy. Why? Because ageism is alive and well — for both women and men. Pretending it doesn’t exist won’t make it go away. As a (very honest) friend working at a large bank told me: “I’…
…
continue reading
1
Chasing Retirement Income: Are You Running in Circles?
11:42
11:42
Play later
Play later
Lists
Like
Liked
11:42
Are you chasing retirement income while the rules keep changing? This episode explores the maze of income options, from dividend stocks and annuities to buffered ETFs and principal-protected notes. Jon Hicks breaks down the risks, rewards, and behavioral traps that can derail your financial future. Learn why having three to five income streams—and …
…
continue reading
1
Entrepreneurship with Heart: The Discipline, Hustle & Philanthropy Behind 25 Years of Growth | Winn Claybaugh | Dean and Co-Founder of Paul Mitchell Schools | Podcast Host, MASTERS
46:17
46:17
Play later
Play later
Lists
Like
Liked
46:17
What does it look like to build a business with heart over 25 years — not just success on paper, but a legacy rooted in people, purpose, and service? In this powerful conversation, Winn Claybaugh (author, speaker, and co-founder of Paul Mitchell Schools) shares what it means to lead with generosity, stay grounded in discipline, and build a culture …
…
continue reading
Join us this Wednesday for a new episode where Roger discusses Profit First and purpose first with Ron Saharyan.By Roger Knecht - Universal Accounting Center
…
continue reading
1
223 Birgit Schnelle – Certified EOS Implementer – Entrepreneurial Coach – EOS Worldwide
41:36
41:36
Play later
Play later
Lists
Like
Liked
41:36
223 Birgit Schnelle – Certified EOS Implementer – Entrepreneurial Coach – EOS Worldwide by Richard TriggsBy Richard Triggs
…
continue reading
1
Trusts & Inheritance Lessons | Longevity and Withdrawal Strategies | Decluttering Your Retirement Plan
45:32
45:32
Play later
Play later
Lists
Like
Liked
45:32
What happens when your retirement math suddenly changes? Jon Hicks explores why most inheritances vanish in five years, how longevity and inflation challenge old withdrawal rules, and why organizing your financial “junk drawer” is the key to a confident retirement. Discover practical insights on trust planning, income strategies, and building a cle…
…
continue reading
1
Rewind : From Mom to Enrolled Agent w/ Jenny Beynon
46:15
46:15
Play later
Play later
Lists
Like
Liked
46:15
Join us as we revisit this conversation from 2021! If you're going to take a class, why not go all the way? This is a great conversation that Jenny and Roger have, one that many of us do as we consider how we see ourselves. In so many words it is our mindset. When do we go from doing a job to being a professional? What does it really mean to refer …
…
continue reading
