Best Buying An Accounting Practice Podcasts (2025)

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Profitability, Efficiency, A Better Life – with Ruth Mannschrek, DDS - 499 33:18

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6h ago33:18

33:18

Send us a text Shownotes can be found at https://www.profitwithlaw.com/499. Most law firm owners leave millions on the table—all because they wait too long to prepare their business for sale (or don’t at all). Even if you’re years from selling, failing to build a scalable, turnkey firm can choke your profits and growth today. In this episode, Moshe…

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David Gardner - Mastering the Art of Long Term Investing 1:30:52

2h ago1:30:52

1:30:52

David Gardner returns to discuss his new book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. After decades of research, the book is a culmination of David's work in investing. This conversation should whet your appetite and help understand David's philosophy. Takeaways Investing requires a long-term min…

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102: Creating Systems to Be Productive Toward What Matters with Chelsi Jo 1:00:28

5d ago1:00:28

1:00:28

What would life look like if you didn't have to decide what's for dinner? If you had a communication system that actually worked with your spouse? If you weren't trying to squeeze in work and family at the same time? Today's episode with Chelsi Jo from Systemize Your Life is a game-changer. You'll look at your life completely differently and wonder…

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Listen Up! Create Stronger Client Bonds With Empathy and Understanding 41:02

1d ago41:02

41:02

"You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you." - Dale Carnegie In this episode, Mark and John explore the importance of understanding clients better than they understand themselves. The conversation focuses on how actively listening to under…

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Braden Dennis - Beyond Bloomberg: Competing in the AI Era of Finance 1:27:51

3h ago1:27:51

1:27:51

Braden Dennis stops by to discuss building Fiscal.ai. Long time show listeners may remember Stratosphere.io. That was "Era 1" of the company. Today, Braden is working on "Era 3" of the company; Fiscal.ai. Braden talks about building a product for himself, to acquiring customers, to early LLM adoption, and finally to competing with FactSet. Fiscal.a…

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Buy Growth. Don’t Chase Clients. - 498 32:59

20h ago32:59

32:59

Send us a text Shownotes can be found at https://www.profitwithlaw.com/498. What if scaling your law firm wasn’t about grinding harder—but about thinking like an investor? This episode of Profit with Law is repurposed from Moshe Amsel’s exclusive Law Firm Growth Summit talk—content normally reserved for summit attendees, now available to you on the…

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101: What Cozy Season Teaches Us About Decluttering 40:35

9h ago40:35

40:35

I hope this episode feels like a warm hug—the embodiment of sweatshirt weather—inviting you to shed clutter from a place of romanticism, not panic. Fall is a natural invitation to slow down, reset, and create a home that supports rest and connection. Today, you'll learn how to create space for warmth, peace, and simplicity by taking cues from the c…

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Private Equity Market Update in the Accounting Space: With Guest Morry Brown 1:01:19

10h ago1:01:19

1:01:19

The Evolving Role of Private Equity In this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion …

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Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business 1:12:30

4d ago1:12:30

1:12:30

Spencer Cibelli, Investment Associate at Robotti & Company, stops by to discuss Haypp Group; the world’s largest online retailer of nicotine pouches and traditional snus products. The nicotine pouch category is, as Mugatu would say, "So hot right now." Spencer details Haypp's unique characteristics, benefit to customers, and value offered to suppli…

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6 Bonuses That Raise Performance (And Revenue) in Every Law Firm - 497 36:02

5d ago36:02

36:02

Send us a text Shownotes can be found at https://www.profitwithlaw.com/497 Most law firm owners think bonuses automatically motivate their teams - but the wrong plan can quietly drain your profits and create more frustration than results. In this exclusive replay from the Law Firm Growth Summit, Moshe Amsel breaks down the truth about law firm bonu…

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100: Life-Changing Hacks to Make Tech Your Personal Assistant with Amanda Jefferson 58:13

19d ago58:13

58:13

We made it to 100 episodes of Paring Down! For this milestone, I wanted a super practical episode that will change your life. So I sat down with the incredible Tech Whisperer, Amanda Jefferson, to talk about simple, life-changing hacks that help you make technology your personal assistant (instead of your enemy).*No apps mentioned in this episode a…

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Quit Your Pitching! How NOT to do Social Selling 37:39

14d ago37:39

37:39

Before you pitch slap that prospect, listen to this episode. John and Mark tear down some terrible 'pitch slaps' from their LinkedIn DMs and offer a better way to approach social media. Shift your social media marketing from spammy sales tactics to authentic relationship-building. Listen to this episode to learn more. CHAPTERS: 00:00 Welcome 00:59 …

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Move Beyond Referrals – Get More Leads (and Recommended by ChatGPT) –– with Danny Decker - 496 40:34

12d ago40:34

40:34

Send us a text Shownotes can be found at https://www.profitwithlaw.com/496. You’re probably wasting thousands each year on marketing that doesn’t work—and most law firm owners don’t even realize it until it’s too late. In this Profit with Law episode, Moshe Amsel is joined by Danny Decker of Spotlight Branding to break down what actually drives pro…

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99: 7 Tips to Conquer Decluttering Burnout 36:34

17d ago36:34

36:34

Has decluttering become more overwhelming than freeing? You’re not alone. In this episode of Paring Down, I share how to reset when your'e completely burned out. I hit some major burnout of my own this week, so hopefully the examples from my own life will give you fresh ideas to move forward. Inside this episode, you’ll hear: Why decluttering burno…

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Jeffrey Collins - Uncorrelated Private Assets 1:06:13

15d ago1:06:13

1:06:13

Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. …

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Marketing That Scales Your Firm – with Jordan Whelan - 495 38:12

19d ago38:12

38:12

Send us a text Shownotes can be found at https://www.profitwithlaw.com/495. Most law firm owners think the answer to growth is spending more on marketing. The truth? Without a clear strategy and the right data, you’re just burning cash. In this episode, host Moshe Amsel sits down with Jordan Whelan—media strategist and marketing powerhouse for PI f…

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98: Shaping Your Home to Support Your Wants & Needs with Mia Danielle 52:47

1M ago52:47

52:47

If your house feels like it's working against you—or you can't seem to keep the clutter from coming back—this episode is for you. After her divorce, today's guest Mia Danielle realized she needed to create a home that supported her, somewhat like a partner in life. That transition sparked her journey into minimalism and intentional living, where sh…

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Ryan Dobratz - Fannie, Freddie & The Future 1:12:45

21d ago1:12:45

1:12:45

Ryan Dobratz stops by to discuss various aspects of the real estate market, primarily focusing on Freddie Mac and Fannie Mae. The discussion touches on the political implications surrounding Freddie and Fannie, as well as trends in the residential housing market and manufactured housing policies. Weaved into the conversation is interest rates, CPI,…

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Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm 33:46

24d ago33:46

33:46

From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision i…

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The 3 Buyer Archetypes: How to Engage With Each Role on the 'Buying Committee' 36:37

28d ago36:37

36:37

What kind of buyer did you talk to on your last sales call? When it comes to buying professional services, there is usually more than one buyer. Some refer to this as a 'buying committee.' So what different roles do each of these buyers play? How should you engage them? What should you watch out for? These are the kind of questions that John Tyrema…

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Monitoring Your Cash = Law Firm Growth – with Leah Miller - 494 36:32

27d ago36:32

36:32

Send us a text Shownotes can be found at https://www.profitwithlaw.com/494. Most law firm owners look successful on the outside—busy staff, a nice office, and a steady stream of clients. But behind the scenes, too many are secretly transferring money from personal savings just to cover payroll, running on fumes, and wondering why all their hard wor…

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Stuart Loren - Navigating the Age of Social Disruption 1:19:29

27d ago1:19:29

1:19:29

Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea). Stuart explores how economic, social, and political disaffection is reshaping investment opportunities and societal dynamics. He highlights the decline in geographic mob…

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97: Harnessing the Scientific Power of Enthusiasm to Declutter 42:27

29d ago42:27

42:27

In this episode of the Paring Down podcast, we uncover the surprising science of how enthusiasm can fuel your decluttering journey—and why your excitement matters more than you think. You’ll discover: How mirror neurons influence everyone in your home to get on board with decluttering Fredrickson’s broaden-and-build theory of positive emotions and …

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Avoid Bottlenecks: How Fractional Paralegals Keep Your Firm Moving – with Jaclyn Foster - 493 35:43

1M ago35:43

35:43

Send us a text Shownotes can be found at https://www.profitwithlaw.com/493. Most law firm owners aren’t scaling because they’re hiring the wrong way. It’s not about the number of people on your team—it’s about the right people, in the right roles, at the right time. In this episode, Moshe Amsel breaks down the costly hiring mistakes that stall law …

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James Davolos - Liquid Assets: Water’s Role in Oil’s Future 1:07:32

1M ago1:07:32

1:07:32

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production. He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive…

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96: How to Make Your Home Feel Warm & Welcoming with Etiquette Coach, Alison Cheperdak 49:05

2M ago49:05

49:05

In this episode of Paring Down, I’m joined by etiquette coach Alison Cheperdak to talk about how to create a home that feels warm, inviting, and deeply welcoming, which includes motivation to declutter (without going overboard!), as well as emotionally intelligent ways to create personal connection. She lets us know: What to do if someone gives you…

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From the Archives - The Making of Accounting Practice Academy 17:45

2M ago17:45

17:45

We are taking a look back on an episode from the archives! Enjoy this retelling of how Accounting Practice Academy came to be. In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. Thi…

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Account Expansion: Unlock Revenue You Already Earned 40:27

2M ago40:27

40:27

Why expand existing accounts when you can chase new logos forever? 😵‍💫 On this episode, John and Mark break down the concept of 'account expansion' — growing revenue from existing client accounts: • The difference between upsell and cross-sell • 3 common mistakes firms make in account expansion • Identifying key decision-makers and organizational t…

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How to Discover Your Ideal Client (and Increase Profits) with Emily Aarons - 492 51:15

1M ago51:15

51:15

Send us a text Shownotes can be found at https://www.profitwithlaw.com/492 Most law firm owners think they need better systems, more leads, or another hire to scale—but the real bottleneck? It’s often you. If you’re buried in day-to-day operations, constantly firefighting, or holding off on delegation because “no one can do it like you,” this episo…

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95: How to Declutter a Storage Unit 1:00:16

2M ago1:00:16

1:00:16

In this jam-packed episode of Paring Down, I walk you through how to declutter three common types of storage units—with actionable, step-by-step tips to make the process easier, lighter, and way less overwhelming. We cover how to declutter: A storage unit filled with items from a deceased loved one A storage unit full of your own things that you wa…

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Stop Overpaying for Your Firm’s 401(k): What No One Tells Law Firm Owners – with Paul Sippil - 491 41:04

2M ago41:04

41:04

Send us a text Shownotes can be found at https://www.profitwithlaw.com/491. Think your firm’s 401(k) plan is “set it and forget it”? Think again. The retirement plan you’ve set up for your employees could be quietly draining thousands of dollars—hurting your staff’s long-term savings and eating into your firm’s profits. In this episode of the Profi…

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94: Practical Advice for Living Intentionally with 7x NYT Bestselling Author Gretchen Rubin 1:08:45

2M ago1:08:45

1:08:45

Can you believe THE Gretchen Rubin is on the show?? She's a 7x NYT bestselling author, and one of my professional heroes. Her work dives into human nature and happiness, which boils down to understanding ourselves better in order to discover areas for personal agency. From there, we can create lives we love. So much of her wisdom lends itself perfe…

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Digital Marketing Strategy for Consulting Firms 31:58

2M ago31:58

31:58

For consulting firms that have exhausted their network and the referral well has run dry, a digital marketing strategy is essential to attract new clients. But how? In this episode, Mark and John walk through a step-by-step framework perfect for experts and firms who need to reach a broader audience to generate new business opportunities. This does…

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The Hiring Edge – Scale Now - 490 38:38

2M ago38:38

38:38

Send us a text Shownotes can be found at https://www.profitwithlaw.com/490. In this follow-up to “Save $192,500 by Hiring the Perfect Law Firm Team,” Moshe Amsel goes deeper into the hiring strategies that separate thriving firms from those stuck in slow growth. From vetting candidates with strategic exercises to onboarding them the right way, Mosh…

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93: Behind the Scenes of Our Road Trip to Alaska & What I Wish We'd Decluttered 50:06

2M ago50:06

50:06

Here's what went down on our 3-week road trip to Alaska, insight into our new life in Kodiak, and what we've decluttered since we arrived! Isn't it amazing how it feels like so much more arrives in the moving truck than what came out of your last house? Today's episode is more of a personal update than my usual decluttering lessons, but at this poi…

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Save $192,500 by Hiring the Perfect Law Firm Team - 489 35:32

2M ago35:32

35:32

Send us a text Shownotes can be found at https://www.profitwithlaw.com/489. How to Build the Dream Team That Will Double Your Law Firm’s Revenue This episode brings you inside a powerful session from the Law Firm Growth Summit, where Moshe dives deep into how to assemble a dream team for your law firm and avoid the most expensive hiring mistakes. L…

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92: Parenting in a World with X-Rated Content with Kristen A. Jenson 59:37

2M ago59:37

59:37

Today's episode is a little different from our typical conversation, leaning heavily into intentional living. After all, when we drown out the noise and clutter, we have time to focus on what truly matters - and what could be more important than the healthy and safety of our children and grandchildren? We welcome Kristen A. Jenson, author of the bo…

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Selling or Serving: Is Your Firm Truly Client-Centric? 37:21

2M ago37:21

37:21

Professional Services. It's in the name. If you're in professional services, you're in the business of SERVING clients. On this episode of Breaking BizDev, John and Mark take a look at the transformative power of adopting a client-centric mindset in marketing and sales activities. Listen to this episode and you'll hear: From selling to serving—an o…

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Private Equity, Fit, and the Future of CPA Firm Deals with PGA Intermediary Morry Brown 27:56

3M ago27:56

27:56

In this episode of The Accountant’s Flight Plan Podcast, Brannon is joined by Morry Brown, California market leader at Poe Group Advisors and a longtime family friend. Morry shares his journey from Goldman Sachs to helping CPA firm owners navigate the evolving landscape of firm sales, particularly as private equity (PE) ramps up its interest in the…

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He Found Meaning (And Scaled Big) – Lessons from Law Firm Owner Josh Nelson - 488 48:33

2M ago48:33

48:33

Send us a text Shownotes can be found at https://www.profitwithlaw.com/488. What happens when growing your law firm is no longer just about making more money? In this episode of the Profit with Law Podcast, host Moshe Amsel speaks with business leader Josh Nelson, who shares the powerful mindset and strategy shifts that helped him break through to …

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91: Things that Feel Illegal to Declutter (But Aren't) 39:37

3M ago39:37

39:37

Sometimes we fail to declutter because of a silent pressure that tells us we're breaking an unwritten rule. Today's episode explores different categories of items that feel illegal to declutter, and how to push past the unreasonable fear of letting them go. Paring Down Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@paring_down⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Paring Down Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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AI in 2025: What Law Firms Need to Know — with Arthur the Bot and Joseph Ruotolo - 487 39:45

3M ago39:45

39:45

Send us a text Shownotes can be found at https://www.profitwithlaw.com/487. Most law firms are losing leads every day — not because of bad marketing, but because of slow or outdated intake processes. In this episode of the Profit with Law Podcast, Moshe Amsel sits down with Joe Ruotolo, head of marketing at Intaker and creator of Arthur the AI bot,…

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Diversifying Concentrated Positions While Deferring Taxes with Wes Gray 1:06:46

3M ago1:06:46

1:06:46

Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative. Find Wes at: Twitter: https://x.com/alphaarchitect RIA/blog/educa…

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90: How Clutter Affects Our Mental Health with Dr. Brittany Pope 56:43

3M ago56:43

56:43

What does a licensed therapist have to say about how clutter affects our mental health? You're about to find out! Today's episode with my dear friend and licensed therapist, Dr. Brittany Pope, will help you not only feel inspired to pare down on behalf of your mental health, but will leave you feeling seen, validated, and hopeful as you figure out …

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The Psychology of Familiarity: Building Trust with Mere Exposure 35:40

3M ago35:40

35:40

*Trust* is what wins new business in professional services...but your ideal clients can't trust you if they don't *like* you, and they can't like you if they don't *know* about you. On this episode of Breaking BizDev, John and Mark break down "the mere exposure effect," also referred to as the "familiarity bias" and how firms and experts can take a…

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Marketing, Staffing, and AI: The Smart Way to Scale Your Law Firm with Chris Dreyer - 486 51:00

3M ago51:00

51:00

Send us a text Shownotes can be found at https://www.profitwithlaw.com/486. Are you using the smartest strategies available to grow your law firm — or just spinning your wheels? In this episode of the Profit with Law Podcast, Moshe Amsel, with Chris Dreyer, breaks down the three biggest levers firm owners must begin to dabble in to scale sustainabl…

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89: The Key to Staying Motivated to Declutter 44:11

3M ago44:11

44:11

Have you ever found yourself in the middle of a pile while decluttering, having lost all motivation? Or have you ever felt like it's impossible to keep the clutter at bay? There's one key factor to stay motivated on ANY journey - including our mission to live with less - and we're going to cover exactly how to harness this motivation in today's epi…

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Building a Scalable Firm with Offshoring, AI, and Talent Strategy — with Wayne Findlay 28:58

3M ago28:58

28:58

In this episode of The Accountant’s Flight Plan, we are joined by Wayne Findlay—entrepreneur, founder of Findlay & Co., and CEO of The Back Room. Wayne shares his global perspective on how accounting firms can stay competitive in today’s talent-scarce landscape by leveraging offshoring, modern tech, and clear growth paths for team members. If you’r…

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Your Accountant Is Probably Costing You Money – Here’s What Great Ones Do Differently - 485 1:07:46

3M ago1:07:46

1:07:46

Send us a text Shownotes can be found at https://www.profitwithlaw.com/485. Most law firm owners think their accountant is doing just fine — but the truth is, if you're only meeting with them once a year, you’re probably leaving serious money on the table. In this solo episode, Moshe Amsel shares real-world examples and practical strategies to help…

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88: How the Beauty Industry Fuels Overconsumption with Miss America 2014 Nina Davuluri 1:05:52

3M ago1:05:52

1:05:52

If anyone knows about the underbelly of the beauty industry, it's Miss America 2014, Nina Davuluri. Nina's documentary COMPLEXion (available on Prime Video) sheds a light on her personal experience with colorism, which led to a deeper dive into international beauty standards and how companies create new insecurities just to get us to buy more and m…