Best Behavior Wealth Strategist Podcasts (2025)

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Jeffrey Condren, CFP®, Senior Vice President & Wealth Advisor with Mesirow Wealth Management 20:02

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37m ago20:02

20:02

Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning. Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele…

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LaWanna Bradford, MPA – Global Strategist – Mark Stephen Pooler 18:38

2h ago18:38

18:38

LaWanna Bradford, MPA is an award-winning global strategist, financial analyst, and creator of The R3 System™—a framework designed to help organizations Refocus, Reframe, and Reconnect for long-term relevance. As COO of The Bradford Group, she’s led $2B+ in operational turnarounds, helping companies thrive amid disruption. A bestselling author, med…

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Interview with Jared Hatch, Founder of TruSolace and Spa Accelerator 27:45

6h ago27:45

27:45

Jared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached providers nationwide, and built systems that turn overwhelmed practices into thriving, profitable cen…

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The Inspired Impact Podcast with Judy Carlson-Interview with Lauren Shapiro, MD, Radiation Oncologist 26:43

8d ago26:43

26:43

Lauren, a native of Madison, WI, graduated with a B.S. in Molecular Biology and Spanish from the University of Wisconsin–Madison. She then earned her M.D. at Stanford University, where she was awarded a Howard Hughes Medical Institute (HHMI) research scholarship to study osteosarcoma at the National Cancer Institute (NCI) in Washington, D.C. She co…

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Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap 15:46

8h ago15:46

15:46

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approac…

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Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes Eating Up IRAs and 401(k)s 19:32

8h ago19:32

19:32

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approac…

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Interview with Curtis Cottle, Founder of SBC Financial Discussing Social Security Timing & Strategy 21:47

8h ago21:47

21:47

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approac…

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Interview with Edwin Mays with MaysGroup Advisors Discussing Longevity Risk 19:59

8d ago19:59

19:59

Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lif…

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Interview with Edwin Mays with MaysGroup Advisors Discussing Sequence of Returns Risk 15:07

7d ago15:07

15:07

Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lif…

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Interview with Edwin Mays with MaysGroup Advisors Discussing Market Risk 19:49

11h ago19:49

19:49

Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lif…

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Sheryl J. Moore is President and CEO of Moore Market Intelligence and Wink, Inc. 19:40

2h ago19:40

19:40

Sheryl J. Moore is president and CEO of Moore Market Intelligence and Wink, Inc.. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools as well as Wink’s Sales & Market Report and Wink’s Index Intelligence Report. Moore Market Intelligence specializes in providing competitiv…

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Episode 48: How to Deliver a Disney-Level Client Experience with Chris Hunter 1:01:04

6d ago1:01:04

1:01:04

Part of the Construction Executives Live Series In this episode of Construction Executives Live, Jeremy Owens gets the opportunity to chat with Chris Hunter, founder and CEO of Marketing Heroes. Chris shares how to turn every client interaction into a Disney-level experience—from the first call with personalized responses, to seamless project updat…

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Interview with John Badalamenti Founder & CEO of Safe Estate Discussing Long-Term Care 20:56

16d ago20:56

20:56

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island.…

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Episode 47: Rewire Your Mind For Success with Shawn Feurer 58:02

16d ago58:02

58:02

Part of the Construction Executives Live Program Rewire YOUR Mind for Success with Shawn Feurer Join Shawn Feurer, The Universal Mindset Disruptor and Creator of The Inner Blueprint the mindset program for the home improvement industry, as he shares 20+ years of insights on transforming mindsets to scale businesses, sharpen leadership, and embrace …

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How to Build Real Wealth as a Woman in Business (Not Just Revenue) 1:12:17

18d ago1:12:17

1:12:17

What does it really take to build wealth as a woman, not just revenue, not just “six-figure launches,” but actual sovereignty, power, and long-term financial freedom? In this unapologetically raw and electrifying episode of The Tarryn Reeves Show, I sit down with the brilliant Natalie Bullen, Wealth Identity & Authority Coach, founder of Unapologet…

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Interview with John Badalamenti Founder & CEO of Safe Estate Discussing Market Volatility & Investor Behavior 18:14

19d ago18:14

18:14

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island.…

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Interview with Dr. Muhamad Aly Rifai, CEO & Chief Psychiatrist and Internist of Blue Mountain Psychiatry 18:22

13d ago18:22

18:22

Dr. Muhamad Aly Rifai is a highly respected internist and psychiatrist serving the Greater Lehigh Valley, Pennsylvania. As the CEO and Chief Psychiatrist and Internist of Blue Mountain Psychiatry, he leads with expertise and dedication to mental health and internal medicine. He also holds the distinguished title of Lehigh Valley Endowed Chair of Ad…

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Interview with John Badalamenti Founder & CEO of Safe Estate Discussing Running Out of Income- the Domino Effect 24:15

21d ago24:15

24:15

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island.…

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The Inspired Impact Podcast with Judy Carlson-Interview with Karen Davis, Co-Founder & Head Dress Wrangler, Clover’s Closet 32:47

23d ago32:47

32:47

Karen and her daughter Molly started Clover’s Closet in the Spring of 2019 to help girls who wouldn’t otherwise be able to go to prom because of the cost of a dress and accessories. Their first “store” was in the Outlets at Castle Rock. Their mission has expanded to include homecoming in the fall. Community members donate dresses, shoes, jewelry, m…

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Mark Francis – High Performance Coach – Mark Stephen Pooler 25:14

25d ago25:14

25:14

Mark is a global High Performance coach working with Chiefs of Staff in the UN, for Sports teams and with individual business leaders. He leads two commercial consultancies both based in the UK. He manages Learning Academies across the world by mentoring internal Champions who then own the learning journey thereafter – this is Champion-led change. …

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Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Wealth Protection 18:06

25d ago18:06

18:06

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled ser…

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Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Protecting What Matters 20:51

25d ago20:51

20:51

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and g…

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Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Building Your Retirement Paycheck 21:49

25d ago21:49

21:49

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and g…

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Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Legacy Protection 22:13

27d ago22:13

22:13

Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Aud…

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Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Empowerment Through Opportunity for Women 21:22

29d ago21:22

21:22

Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Aud…

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Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing The Retirement Mindset 21:08

28d ago21:08

21:08

Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and g…

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Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Guaranteed Income 21:43

28d ago21:43

21:43

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled ser…

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Decoding Human Behavior: The Science of How We Show Up with Shaun Dyke 56:35

1M ago56:35

56:35

What if there really was an owner’s manual for being human? In this episode, Chris sits down with one of the top executive coaches in the country Shaun Dyke, to reveal the models that billion-dollar leaders use to understand people, motivate change, and create results. They unpack the hidden psychology behind your reactions, relationships, and resu…

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Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Asset Management for the Working Class 20:18

1M ago20:18

20:18

Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Aud…

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Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Risks of Retirement 24:22

30d ago24:22

24:22

Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled ser…

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Reclaiming Truth: A 5-Step Blueprint to Deconstruct Weaponized Narratives | Word of the Day Deep Dive 13:56

1M ago13:56

13:56

Reclaiming Truth: The 5-Step Blueprint for Deconstructing Weaponized Narratives In this Word of the Day Deep Dive, the hosts explore one of the most urgent and misunderstood concepts of our time — Truth. Once considered absolute, truth has become fragmented, manipulated, and often weaponized in modern discourse. This episode breaks down the five es…

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The Art of the Word — Why Our Words Need a Deep Dive | Daily Success Media Network 12:18

21d ago12:18

12:18

Introduction: Episode 1 In a world where words like truth, justice, freedom, and woke spark conflict and confusion, Daily Success | Word of the Day Deep Dive invites you to slow down and rediscover what our words truly mean. Created by Dr. Tamara Patzer for the Daily Success Media Network™, this short-form, thought-provoking series explores the roo…

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7,000 Sales a Minute: How to Tap Amazon’s River of Buyers 54:15

1M ago54:15

54:15

In this episode of The Tarryn Reeves Show, I’m joined by Neil Twa, CEO and Co-Founder of Voltage Holdings, a company that helps entrepreneurs launch, scale, and sell seven- and eight-figure e-commerce brands through Amazon FBA and multi-channel strategies. Neil shares his fascinating journey from IBM executive to eight-figure Amazon seller, reveali…

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Interview with Tyson Ray Co-founder and CEO of FORM Wealth Advisors 20:31

1M ago20:31

20:31

For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next. As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and gu…

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Hon. Prof. Dr. Duchess Letitia Kapuscinska – Mark Stephen Pooler 14:39

1M ago14:39

14:39

The Multidimensional Visionary Hon. Prof. Dr. Duchess Letitia Kapuscinska stands as a rare polymath transcending conventional boundaries across art, diplomacy, and business. As founder of Letitia Antoinette and driving force at Bentley Records, she crafts transformative musical narratives while discovering and developing global talent. Her Caribbea…

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Interview with Christopher Volk Author of The Value Equation 19:39

1M ago19:39

19:39

Chris is the rare threepeat CEO. He has taken three outperforming companies public on the New York Stock Exchange, two of which he personally conceived and co-founded. By the time he stepped down from the third of these companies in 2021, he and his team had built the company’s market value to just north of $10 billion and counted as their largest …

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Anu Verma of Victim to Victor on Turning Pain into Power 18:02

1M ago18:02

18:02

Anu Verma is the author, coach, and creator of Victim to Victor, a movement empowering survivors of abuse to reclaim their power and rebuild their lives. After overcoming years of psychological and domestic abuse, Anu transformed her pain into purpose by writing her book, launching her podcast, and guiding others through their own healing journeys.…

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The Real Reason Your Business Feels Stuck (and It Has Nothing to Do With Funnels) 12:32

1M ago12:32

12:32

In this episode, Tarryn Reeves discusses the importance of finding and aligning your business voice with your marketing strategy. She emphasizes that a powerful voice is essential for effective communication and sales, and introduces the concept of the Voice Strategy Triad, which includes message, magnetism, and mechanics. Tarryn also provides prac…

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The Inspired Impact Podcast with Judy Carlson-Interview with Laura Edwards, Executive Director, Sunrise Service Dogs 37:23

1M ago37:23

37:23

Laura Edwards joined Sunrise Service Dogs in January of 2022 with over twelve years of experience in the assistance dog field. Her expertise lies in innovative and visionary program development, process cultivation, and maximizing resources. In 2012, Edwards founded Disco’s Dogs, Inc., a Colorado-based nonprofit where she served as the Executive Di…

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The Inspired Impact Podcast with Judy Carlson-Interview with Claire Johnston, Executive Director, Christmas Commandos 33:59

1M ago33:59

33:59

Claire Johnston is a wife, mother, and, as her husband proudly jokes, a social work entrepreneur. Claire is a Licensed Clinical Social Worker and certified Oncology Social Worker. She is also a childhood cancer survivor herself, which propelled her work into the field of social work to help others who are navigating challenging circumstances. Clair…

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Interview with Fred Moss Speaker | Consultant | Mental Health Coach 21:44

2M ago21:44

21:44

Dr. Fred Moss is a renowned mental health advocate, keynote speaker, and psychiatrist with a passion for helping people find their authentic selves. As the founder of the Welcome to Humanity movement and True Voice Mastermind, Dr. Fred’s work is centered on the power of communication to heal and connect people. He is the author of “Creative 8 – Hea…

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The USA Today Effect: How to Build Unshakable AI Visibility 10:23

2M ago10:23

10:23

AI Answers by Dr. Tamara Patzer Where Human Brilliance Meets Artificial Intelligence The USA Today Effect: How to Build Unshakable AI Visibility AuthorityAnswer.com What if I told you that one single news network could lock in your credibility across AI search, voice assistants, and every major generative platform — without buying ads, gaming SEO, …

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The AI Trust Test with Dr. Tamara Patzer and Three Ways to Trigger Trust Today 4:14

2M ago4:14

4:14

EPISODE 3 – THE AI TRUST TEST What if I told you that you’re already being evaluated by AI—and you don’t even know it? I’m Dr. Tamara Patzer, and I help you get found by AI, trusted by humans, and paid like a leader. Today, we’re diving into something critical—something I call the AI Trust Test. Because here’s the truth: AI isn’t just searching any…

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Are You Invisible to AI? Dr. Tamara Patzer Has the Big AI Visibility Fix 5:21

2M ago5:21

5:21

Episode 2 – Are You Invisible to AI? What if I told you that being invisible to AI is the fastest way to become irrelevant? I’m Dr. Tamara Patzer — I help you get found by AI, trusted by humans, and paid like a leader. If you’re not showing up in AI-powered search, recommendation engines, or smart assistants, then you’re already being passed over f…

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Episode 1: “If the Machines Can’t Find You… Neither Can Your Clients” 5:18

2M ago5:18

5:18

What if I told you that right now — and especially in the months and years ahead — your entire visibility depends on whether the machines can find you? That’s not just clickbait. It’s the truth. Because if ChatGPT, Gemini, Siri, Alexa, or Perplexity can’t find you… your future clients won’t either. We’ve officially entered the AI Discovery Era. And…

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Martin Sharp of Sharp Fit for Life on Turning Personal Transformation into Global Visibility 32:41

2M ago32:41

32:41

Martin Sharp is the founder of Sharp Fit for Life, a global movement helping busy professionals reclaim their health, purpose and passion, no matter their starting point. After shedding 60 kilos and completely transforming his life, Martin didn’t stop there. He has climbed Kilimanjaro, run back-to-back marathons, and continues to push the limits of…

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Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans 12:26

2M ago12:26

12:26

Chris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning. Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his…

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Dr. John Demartini – Human Behavior Expert – Mark Stephen Pooler – Dr. Rhonda M Wood 41:05

2M ago41:05

41:05

Dr. John Demartini is a world renowned expert in human behavior, a researcher, author and global educator. He has developed a series of solutions applicable across all markets, sectors and age groups. His education curriculum ranges from corporate empowerment programs, financial empowerment strategies, self-development programs, relationship soluti…

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Feeling Guilty for Hating Your Job? Here’s the Real Problem with Malissa Clark 53:13

2M ago53:13

53:13

If you’ve ever felt guilty for resenting your job—even one you worked hard to get—you’re not alone. In this episode, psychologist and author Dr. Malissa Clark breaks down why burnout and dissatisfaction aren’t always about hours worked, and why our relationship with work is more complicated than we think. We explore the hidden forces that keep us “…

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Behavior + Money + Leadership 49:27

2M ago49:27

49:27

What if your company’s profits are being decided by something deeper than strategy, your team’s financial behaviour? In this episode, we unpack why behaviour makes money and how leaders can use behavioural economics and AI-powered insights to build high-performing, people-centric organisations. We dig into the six behaviours that separate top perfo…