The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Client Advisory Services Podcasts
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools a ...
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
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1
Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
6
85
We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Hosted by Zach Conway, CEO and Founder of Seeds, and Kelsey McKenna, Chief Operating Officer, The Advice Business Podcast invites you into candid conversations about what it really takes to build a thriving, independent advisory firm. This is where personal stories from the start-up world meet practical insights for financial advisors looking to grow with purpose. Each episode shares behind-the-scenes lessons, honest reflections, and powerful moments of clarity that come from building a busi ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women W ...
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We all love free… But tax and accounting firms love it so much that they give their brain away for free! Everything is changing in our profession but the future is bright. Tune in to turn pain points into opportunities. Join Paul Miller and Thomson Reuters Advisory Consultants as they have real and relevant conversations to provide you with inspirational and actionable ideas to move your firm forward. Expect to hear from your peers as well as they share their experiences and discuss relevant ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Straight talk about Finances, Investments, Insurances, and Estate Planning. Drew will address your questions that naw at you through the day as well as having guests from time to time. You can also learn from others questions when Drew answer questions from listeners and clients on the show. Prescott Private Wealth, Inc. is a financial group based out of 451 Hoosick Street Troy, New York 12180. The office phone number is 518-203-1983. The company was founded by Drew J. Prescott who started i ...
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Thoughts and interviews from the financial advice industry!
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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry. Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors. Financial Independence Group (FIG) has b ...
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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
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Thanks for visiting and for joining the Safe and Secure Money System revolution! “Yes. Safe Money is what we all want. We all want to safely grow our money. We are all tired of worrying about our money – our financial future – whether we’ll have enough at retirement.” For 30 years Bernie and Tyler have invested TENS of millions of their client’s “can’t afford to lose” retirement plan money— and they have never lost a dime using their Safe and Secure Money System strategies. Retirees Wealth P ...
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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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CPA Tech Talk is dedicated to helping CPA firm owners strengthen your cybersecurity and improve client service through implementing best-in-class technology solutions. We also provide actionable strategies for CPA firms looking to add cybersecurity and IT advisory services to help your clients mitigate one of the top business risks they face.
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Leading in the Immigration Industry since 2009! Our team of UK immigration lawyers consult clients for various UK visa categories – from business – to student – to family visas. We offer end-to-end advisory services concerning personal/business migration. We also work on refusal cases and assist in filing an appeal. The SmartMove2UK provides full representation service for a successful immigration journey. If you want to invest, do business, study, work or visit, make The SmartMove2UK by app ...
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President and Founder Rita Robbins has spent years helping independent financial advisors build thriving businesses that put clients first while creating fulfilling lives for themselves. This inspired a simple yet powerful idea: what if we could capture and share the winning insights from our industry’s brightest minds? In Independence Amplified, she’ll sit down with industry leaders, advisors from our network, and some surprise guests for candid conversations focused on three pillars of suc ...
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1
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
15100
The Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari and producer Ralph Gramajo for in-depth interviews with wealth managers building thriving books of business. You’ll learn the best client attraction and business building strategies working for your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Bro ...
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PRO Unlimited offers purely vendor-neutral Managed Service Provider (MSP) and Vendor Management System (VMS) solutions for the e-procurement and management of contingent labor, 1099/co-employment risk management, and third-party payroll for client-sourced contract talent.
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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1
Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
1396
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at [email protected]. Disclosu ...
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The accounting world is changing. Entry-level positions are being outsourced and automated, pushing firms toward advisory services. Results from traditional marketing methods are fading, and great accounting talent is harder than ever to find and keep at your firm. What’s the connection between becoming an excellent client advisor, communicating your firm’s unique value to the world, and keeping your people motivated and fulfilled? The answer: communication strategy that elevates an ordinary ...
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Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we tal ...
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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Welcome to the Profitable Wellbeing Podcast, the go-to podcast for Hair & Beauty Salon Owners who want to take control of their finances, scale their businesses, and achieve true financial freedom. If you want actionable advice, coaching and knowledge to increase profitability, gain financial confidence, and create a scalable business with balance, you're in the right place. I am CEO at Arcus Accountants, and I work as a Financial Strategist, specialising in helping Salon Business Owners lik ...
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Welcome to Money is Freedom, a podcast for people who believe in simple, jargon-free guidance about money and investing. It's also a podcast for people who believe money can be fun and want to guide their thoughts about it in positive directions. Our host, Dan Danford, serves as President and Chief Executive Officer of Family Investment Center, a full-service, commission-free investment advisory firm. Based in St. Joseph, Mo., Family Investment Center serves clients in the Kansas City area a ...
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Biz Bites for Thought Leaders, hosted by Anthony Perl, gives business owners, particularly focused in the professional services space, a platform to talk about their business and what makes them unique. It’s about sharing stories, the stories behind the story of a business, and opening up new networks. You will gain insights into what makes experts tick as well as sharing in amazing conversations with plenty of tips of how to get ahead in your business. There is so much to learn by unpacking ...
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IMPORTANT LEGAL DISCLAIMERS AND DISCLOSURES (Applies to All Content): -------------------- Summary Notice: We are not investment advisers. We do not offer personalized advice. Our portfolios and commentary are impersonal, educational, and created under the publisher exemption. Past performance is not a guarantee of future results. Read our full legal disclaimers below. -------------------- Not Investment Advice: The content provided by Dale’s Solo Investors Podcast LLC ( ”the Company”, ”the ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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UK MATTERS IN ACCOUNTING is a weekly podcast for accountants and bookkeepers, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show focuses on the UK market and UK specific apps, software, firms and influencers. The show selects accounting and fintech news articles blogs. The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular ...
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The only real estate podcast for homeowners seeking guidance and support on everything related to owning a home. This includes much more than just buying or selling. You'll enjoy candid, insightful conversations with super interesting guests on everything from mortgages and financing to home maintenance tips, renovation & design advice, and of course the latest insights and analysis on what’s happening in our local West Island of Montreal real estate market. Check out https://broadywindsor.c ...
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backg ...
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Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come? Welcome to Beyond Wealth: Innovating for Life Elevation. Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy. Jonathan Fishbeck, Founder and CEO of ...
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Marketing for Accounting Firms: Simple steps for success
34:35
34:35
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Over the years, many firms have turned to consultants for their marketing plans, but this approach is often ineffective. The truth is, there are plenty of simple actions firms can take themselves to kickstart their marketing efforts and engage the entire team. In this webinar, David will explore these easy-to-implement strategies to help you create…
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Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk
1:29:16
1:29:16
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Running a successful advisory firm takes more than great client service - it also means learning how to lead a team and build infrastructure to support growth. This episode explores how developing leadership skills, hiring intentionally, and leaning into personal values can lay the foundation for a thriving, mission-driven business. Maggie Kulyk is…
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How to Find High-Quality Prospects with Matt Mossburger from WealthFeed
31:16
31:16
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In this episode, David sits down with Matt Mossburger, co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients. In This Episode: 0:00 - Introduction to Matt Mossburger 1:00 - Matt's background in wealth management 2:30 - Origins of Wealth Feed 4:26 - Building the tech team 7:39 - Cataly…
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The Hidden Cost of Haphazard Growth in Advisory Firms
7:28
7:28
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In this episode of Building the Billion Dollar Business, Ray Sclafani dives into one of the most overlooked dangers facing advisory firms today: haphazard growth. While expanding your team, client base, and offerings may look like success on the surface, growth without intention can breed operational chaos, erode client trust, and reduce long-term …
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Breaking the Hamster Wheel: Transforming a CPA Practice for Sustainable Growth with Kevin Stewart - Live from Nashville Partner Summit Part 2 of 2
16:59
16:59
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In this insightful episode of "Pulse of the Practice," hosts Mall Harbor and Paul sit down with Kevin Stewart, a seasoned CPA and second-generation firm owner, to discuss the journey from traditional compliance work to an advisory-driven practice. Kevin shares candid stories of taking over his father's firm, scaling to 55 employees, and confronting…
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The Man Disney Accidentally Trained To Build a Consulting Empire with Vance Morris
41:46
41:46
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What if the key to explosive growth isn't finding new clients, but delighting the ones you've already got? This week, Michael is joined by Vance Morris, President and Chief Experience Officer at Deliver Service Now institute, who has reverse-engineered the magic of Disney to create what he calls a "Loyalty Profit Engine." Vance shares his unconvent…
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Ever felt that selling a £2,000 service is an uphill battle? In this eye-opening episode, I dismantle the myth that lower prices mean easier sales. She reveals why selling a £20,000 advisory offer is not only more profitable but also psychologically easier for both you and your client. I show you how premium pricing fundamentally shifts the dynamic…
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As retirement approaches—or if you’re already there—it’s a good time to revisit the fundamentals of your finances. In this video, we take a fresh look at core money management skills, from budgeting and tracking expenses to managing withdrawals, understanding taxes, and keeping investments in line with your goals. We’ll explore how small adjustment…
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Episode 164 | Solving The Top 5 Hidden Money Leaks In Your Firm
38:20
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There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these fin…
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Military Leadership Secrets How Fighter Pilots Build High Performance Business Teams With Sam And Mike
50:53
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In this episode of 'Biz Bites for Thought Leaders,' Mike and Sam from On Target share their unique approach to building high-performance business teams using principles from military aviation. With backgrounds as fighter pilots, they emphasise the importance of briefing and debriefing techniques, trust, communication, and psychological safety. Thro…
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Episode 422 - A True Gem of Grand Traverse County
42:17
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On today’s show, we are thrilled to be joined by special guest, Lacey Edgecomb, Director of the Grand Traverse County Senior Center Network. Lacey is here to share a bit about the rich history of the Senior Center, as well as the many incredible ways the Center continues to serve and connect with our community. What began in the 1960s as a small Ad…
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Episode 421 - From Social Security to Micro-Retirement
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For those of you who missed last week’s show, we gave a 5,000-foot overview of the newly signed One Big Beautiful Bill Act (OBBBA), a sweeping piece of legislation aligned with many of the priorities of the current Trump administration. Today, we’re zooming our focus in a bit on its impact on Social Security taxation. There have been some big misun…
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Top Strategies for Delegating & Scaling in Wealth Management Practices with Charesse Spiller
49:23
49:23
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Feeling stuck in the weeds of your advisory firm’s operations? You’re not alone. In this episode, Zach Conway and Kelsey McKenna sit down with Charesse Spiller, founder of Level Best and the FinOps Co-Op, to unpack why most firms think they have an operations problem—when really, they have a leadership and structure problem. Charesse shares what sh…
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Retain and Gain Clients with Evan Beach, CFP®, EA, AWMA®
26:59
26:59
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In this episode of Financial Behavior Thought Leaders, Dr. Mary Bell Carlson welcomes Evan Beach, CFP®, EA, AWMA®, a nationally recognized wealth management speaker, author, and one of Financial Behavior Keynote Group’s exclusive speakers. Evan stands out in the industry not just for his engaging keynotes but for being a true practitioner—he contin…
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Ep 450: Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars with Ryan Morrissey
1:29:59
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High-net-worth retirees are hungry for clear, actionable retirement education - but often don’t know where to find it. This episode explores how hosting local educational seminars can create a consistent pipeline of engaged prospects and drive meaningful business growth for financial advisors. Ryan Morrissey is the founder of Morrissey Wealth Manag…
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In this episode of Building the Billion Dollar Business, Ray Sclafani challenges advisory firm leaders to adopt a shareholder mindset by asking a powerful question: What’s your stock worth? While traditional metrics like AUM, revenue, and profit margins signal a thriving business, they don’t fully reflect enterprise value—especially when planning f…
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Grow Your Consulting Business Fast By Optimizing Operations
18:56
18:56
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Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: AI is Transforming Consulting. Don't Get Left Behind. Want to reduce your business development time by up to 8 hours a week and learn the strategies that are already helping consult…
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98. How to Sell Without Selling Your Soul
12:10
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Does the thought of "selling" make you feel awkward, pushy, or fake? You're not alone. Many advisors love helping clients but dread the sales process. In this episode, I flip the script on selling, reframing it not as a necessary evil but as a powerful form of service. I introduce the "SELL Method," a four-part framework designed to help you approa…
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#Entrepreneurs are known for taking #business #risk, but are they putting their portfolios at risk, too? In this episode of #MoneyGuidewithMarySterk, we share some #moneymistakes entrepreneurs make and how to avoid them!Feat Mary Sterk & Kelsey Bankey#ruleofthirds #profit #diversification #DIY #portfolio #fiduciary #interestrates #bonds #peergroup …
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White sand, sunny beach… early #retirement? If that's your ideal life, you wont' want to miss this episode of #MoneyGuidewithMarySterk as we share these important must-know #earlyretirement tips!#entrepreneur #invest #profit #taxes #fees #budget #mortgage #studentloans #taxbreak #401k #wealth #debt #emotions Feat Mary Sterk & Kelsey BankeySubscribe…
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Caring for an #aging #parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their #finances. In this episode of #MoneyGuidewithMarySterk, we discuss various strategies to assist your aging #parents with their finances - everything from bill paying to structuring #investments to #nursinghome…
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Retirement isn’t a finish line—it’s a transition that calls for structure, reflection, and long-range thinking. “5 Pillars of Planning for Retirement” explores key components that often shape a stable retirement strategy: income planning, investment approach, healthcare considerations, legacy intentions, and risk management. This video takes a meas…
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Running Your Practice from Paradise: Remote Success with Randy Hughes
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Take Your Firm Anywhere: Remote Work Success with ProConnect Tax Join Randy Hughes, CPA, EA of Counting Pennies LLC, as he reveals how he’s run a thriving U.S. tax practice from Jamaica for nine years, no office required.In this episode, you’ll learn how to: Choose the right cloud technology to keep your team productive wherever you are Build disci…
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This week was lighter on economic news and reporting—certainly when compared to the previous two action-packed weeks—so we’re shaking things up for this episode. Each expert brings to the table a news item that caught his eye this week, and one topic that might not be receiving enough attention. Topics include skyrocketing investment into artificia…
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Building a Business People Remember with Harley-Davidson’s Ken Schmidt
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This episode, Ken Schmidt- former Director of Communications at Harley-Davidson and the brand architect behind its iconic resurgence- joins Nicholas Ross to talk about what it really takes to stand out in a crowded, noisy market. Ken played a key role in Harley’s turnaround from financial ruin and he shares what the company got wrong, what they did…
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Investing in the accelerating trend of generative AI
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In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is impacting companies, tech investors, and the global economy.By Janus Henderson Investors
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Transform Your Practice with Digital Advice, SMSF Guidance and AI Coaching – No AFSL Required
46:57
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This session is designed specifically for accounting professionals looking to enhance client service, drive new revenue streams, and streamline operations using moneyGPS Advice and moneyGPS SMSF—now with 24/7 AI Support. The best part? It’s all delivered under the moneyGPS AFSL, meaning no licence is required on your end. What We’ll Cover Effortles…
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Ep 449: Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins
1:29:59
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Financial planning clients expect responsive, detail-oriented service—and the firms that deliver consistently are the ones that keep them for decades. Michelle Perry Higgins has seen that firsthand, and she joins us today to share how setting and maintaining high client service standards, alongside thoughtful listening and planning, can drive both …
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Disrupting Financial Services: How Sterling Shire is Changing the Game with Steven Woods
31:24
31:24
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David DeCelle interviews Steven Woods, CEO of Sterling Shire, about his journey and the firm's innovative approach to the financial industry. Steven shares his background, including dropping out of high school, joining Wall Street, and founding Sterling Shire. The firm aims to revolutionize the industry by offering advisors a 100% payout model, eli…
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Summer Retreats That Build Culture, Capacity, and Vision
5:09
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In this episode of Building the Billion Dollar Business, Ray Sclafani shares how financial advisory leaders can turn a summer retreat into a powerful driver of culture, clarity, and momentum. Rather than focusing on perks or relaxation, Ray outlines how to plan a strategic retreat that strengthens alignment, deepens team ownership, and accelerates …
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Architectural Thought Leadership Business Lessons from Design Excellence with Kevin Kennon
49:21
49:21
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49:21
On this episode of Biz Bites for Thought Leaders, join host Anthony Perl as he sits down with renowned architect and CEO of Beyond Zero, Kevin Kennon. Discover how the core principles of exceptional architecture—from vision and execution to team communication and client relationships—can be applied to elevate your business and leadership. Kevin, an…
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Transforming Accounting Practices: Overcoming Challenges, Embracing Change, and Building Stronger Teams – Live from Nashville Partner Summit Part 1 of 2
13:45
13:45
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13:45
In this insightful episode of Practice Pulse, host Mo sits down with industry veterans Paul and John for a candid conversation live from the Nashville Partner Summit. Together, they dive deep into the realities of modern accounting practice, addressing common challenges, the power of peer support, and actionable strategies for firm transformation. …
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Woes and Whoas: Fallout From the July FOMC
29:44
29:44
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29:44
In this week's episode, we discuss eight reports and news items that are impacting the economy today, and which will likely have lingering effects into the future; these touch on the labor market in regard to unemployment and payrolls, housing, inflation, Gross Domestic Product (GDP), earnings season, and – the big news of the week – what came out …
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His 3-Person Company Makes Millions With a 'Free' Service with Cliff Nonnenmacher
42:50
42:50
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42:50
The fastest way to win more deals as a consultant is to stop trying to win every deal. Now, I know that sounds counterintuitive, but my guest today, Cliff, has built a multimillion-dollar firm with just three people by mastering this exact principle of radical honesty. And right up front, you're going to get the single most powerful, self-fulfillin…
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Episode 420 - The One Big Beautiful Bill, Well … a Portion of It
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Over the July 4th holiday weekend, while you were grilling burgers and watching fireworks, President Trump signed his landmark, One Big Beautiful Bill Act into law after some back and forth between the House and Senate. While this budget package includes many changes, on today’s show we’ll be touching on a few aspects of this new legislation and so…
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97. 7 Steps to Creating & Launching Your Advisory Offer
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21:05
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I’m here to save you months of frustration and guesswork when launching your advisory offer. I've seen too many brilliant advisors create services that nobody buys, or worse, that lead to complete burnout. I know this pain firsthand—my first offer had me driving three hours each way for a client and earning next to nothing. It was messy and unsusta…
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Market volatility refers to the frequent and sometimes unpredictable changes in asset prices, often driven by economic data, interest rate shifts, political events, corporate earnings, or broader global uncertainty. In this video, we take a closer look at how volatility shows up in the markets, what it can signal about investor sentiment, and how i…
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Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez
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Unlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, what’s brand-new, and what’s enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tip…
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Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg
48:39
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A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to gr…
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Find Your #Finfluence with Laura Garfield
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In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Laura Garfield, co-founder of Idea Decanter and a trailblazing voice in video marketing for financial professionals. Laura isn’t just an expert behind the camera. Her journey from TV newsrooms to the keynote stage and founder of a successful video marke…
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