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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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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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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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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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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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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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
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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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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency ow ...
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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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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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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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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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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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Discussion on the latest themes and trends in offshore finance from industry experts in this bi-weekly podcast.
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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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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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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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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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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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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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The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Michelle Weinstein - The Pitch Queen, Sales Strategist
15
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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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Smithink - helping accountants turn their practices into great businesses
David Smith + Mark Holton, Smithink
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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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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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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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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management
1096
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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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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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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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 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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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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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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This video explores 10 practical steps to prepare for retirement, offering a straightforward look at the key financial and lifestyle considerations that can shape your later years. Rather than focusing on quick fixes or lofty promises, it takes a balanced approach to understanding what goes into a secure and sustainable retirement plan. We’ll discu…
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Advisors: Are You Actually Confident In Your 1% Fee?
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Are you selling alpha...or underselling yourself? Most advisors still lead with investment returns. But clients aren’t just buying “performance.” They’re buying you. So why do so many think advisors “just manage money?” In this episode of The Advice Business Podcast, Zach Conway and Kelsey McKenna confront one of the industry’s most frustrating rea…
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Saying Goodbye: What 60 Episodes Taught Us About Marketing
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Is it time to say goodbye to your marketing efforts that aren't delivering results? In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey of creating 60 episodes and the difficult decision to conclude the show as their priorities have shifted. From reflecting on their year-long commitment…
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Scaling Smarter: The Metrics That Actually Matter with Bob Wang
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What should you measure to grow a profitable, durable firm without burnout or busywork? In this episode, entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle, how to align pricing and compensation with outcomes, and what buyers look for when valuing firms. You’ll learn: • Why output-based compensation can outperform billabl…
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How Financial Advisors Stay Relevant in a Rapidly Changing and Diverse World
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Welcome back to Financial Behavior Thought Leaders! In this compelling episode, host Dr. Mary Bell Carlson sits down with Lazetta Rainey Braxton, renowned financial planner, keynote speaker, and one of the exclusive voices of the Financial Behavior Keynote Group. Lazetta is widely recognized for her leadership in advancing cultural competency, incl…
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The Inspired Impact Podcast with Judy Carlson-Interview with Laura Edwards, Executive Director, Sunrise Service Dogs
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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
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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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From Cold Calls to AI: Michael Barasso’s Blueprint for Modern Wealth Managemen
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In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline. Michael shares his journey from software sales to joining and transforming his family’s wealth management firm, and how he leveraged technology and process improve…
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From Receptionist to CEO: Redefining Accounting Leadership | Tim Petrey on Leaders of the Ledger
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In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S. Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiri…
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From Pro Sports to Fiduciary Finance: Shawn Zell on True Client Alignment
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Former NFL & NBA performance-nutrition lead Shawn Zell (Fruition Financial, St. Louis) shares how he pivoted from the Rams and Bucks to fiercely independent financial planning—plus what “true client alignment” really looks like. We cover rapid licensing (SIE, 7, 66, 24), rebuilding a modern RIA tech stack, navigating broker-dealer consolidation, fe…
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Lessons from the Intersection of Coaching & Financial Advising
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Rita Robbins is in conversation with Ron Balog, MBA & Financial Advisor of Insight Global Wealth Strategies. In this conversation, Rita explores the intersection of coaching and financial advising as Ron, a long-time coach, shares his lessons on leadership and commitment over the years.By Affiliated Advisors
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Rita Robbins is in conversation with Zach Scott, a Certified Financial Planner and the President of Castellan Financial Group. This episode explores how financial planning in wealth management can and should look different depending on the advisor and the client. Zach shares the story of how he went from college to CFP and business owner, and what …
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Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one.#mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family…
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Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement.Feat Mary Sterk & Julie Chadwick#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: …
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This video takes a detailed look at why a 401(k) on its own does not necessarily amount to a complete retirement plan, and why it’s important to think more broadly about long-term financial preparation. While a 401(k) can be a valuable part of retirement savings—especially with features like employer matching and tax advantages—it also has limitati…
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Risky Business: Credit Concerns Spook the Markets
20:19
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The ongoing government shutdown delayed updates of the Consumer Price Index, Producer Price Index, weekly unemployment claims, and retail sales. Still, there was plenty to cover from this week, including the potential impact on the banking sector amid emerging credit concerns, the strength and state of the consumer, recent earnings reports, a dip i…
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Interview with Fred Moss Speaker | Consultant | Mental Health Coach
21:44
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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
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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 Human Side of Advisory Tech with Yuri Kapilovich
29:18
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Want to scale your firm without losing your sanity or your personal touch? In this energizing episode of Deduct This, CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a “lifestyle firm” with a $2,000 minimum fee, Yuri reveals how he str…
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In this episode, we take a look back at the key financial and market developments from the previous fourth quarter. We review how major asset classes performed, highlight notable trends, and discuss the economic factors—such as interest rates, inflation, and earnings reports—that shaped the period. Our aim is to provide a straightforward recap of w…
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Superior Phone Service with VOIP... and more!
9:12
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Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.…
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The AI Trust Test with Dr. Tamara Patzer and Three Ways to Trigger Trust Today
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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
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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”
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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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As dementia diagnoses rise, so do the financial demands on families. Sherri Snelling explores how to initiate meaningful conversations with clients that protect both dignity and financial stability. To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube. Sherri Snelling is not affiliated with Hartford Funds.…
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Martin Sharp of Sharp Fit for Life on Turning Personal Transformation into Global Visibility
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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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Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla)
1:02:48
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to manage multiple marketing funnels for different segments of your niche? How do you grow two related businesses without diluting your core offering? In this LIVE "Advice Line" episode, fin…
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Episode 168 | Case Study: Conquering Sales Anxiety And Reclaiming Health With Rachel Bernier-Green
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Sales anxiety in accounting can drain confidence, health, and business growth—but it doesn’t have to. In this case study, Michelle Weinstein sits down with Rachel Bernier-Green, founder and CEO of Economic Justice Consortium (EJC), to share how she transformed her sales process, conquered fear, and built a thriving consulting firm serving six to ei…
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Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans
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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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93 CAS Future: 6 Real Questions From Accounting Students
12:49
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Got a question? Text me! 🎓 The Future of Accounting: AI, Entry-Level Roles & Entrepreneur Advice 🔔 Subscribe for weekly CAS insights that help you lead in an AI-powered world What’s the future of accounting in the age of AI—and what should the next generation be learning now? In this episode of CAS Minute, Roman Villard recaps a live Q&A with DePau…
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Dr. John Demartini – Human Behavior Expert – Mark Stephen Pooler – Dr. Rhonda M Wood
41:05
41:05
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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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Episode 429 - Competing Notions of the Economy
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As prospects for a government shutdown increase, people, especially investors, want to know what a shutdown might mean for the stock market. In addition, you might be asking, “How far into my life does the Federal government need to intrude?” This is what we’ll ask and ponder on today’s show. If not for the fact that it’s loud, noisy and newsy at t…
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Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit.#forbes #financialplanner #wealthmanagement #sterkfinancialservicesFeat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts…
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#OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives.Feat Mary Sterk & Kelsey Bankey#forbes #financialplanner #wealthmanagement #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk”…
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Breaking Stereotypes: Building Influence in Accounting | Tim O'Neill on Leaders of the Ledger
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In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs. Topic…
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Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans
22:34
22:34
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Samuel J. Dixon, RFC Co-Founder/ Managing Partner As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement pl…
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Navigating Market Uncertainty: Rate Cuts, Gold Highs, and the Power of Hope
21:57
21:57
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21:57
Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Investment Officer Rajeev Sharma, Head of Fixed Income Stephen Hoedt, Head of Equities 01:58 – Our team of experts discusses the impact of the government shutdown on economic data releases, inflation concerns, and labor market trends. 04:35 – Analysis of bond…
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Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Building a Retirement Pl
22:07
22:07
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Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His d…
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Interview with Mark Turner (AIF) on Tax Planning
18:47
18:47
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Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-…
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Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust and Transparency i
20:19
20:19
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20:19
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His d…
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1
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
20:35
20:35
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Should You Switch in October? Why Now Might Be the Best Time for Tax Pros Still using tax tools that “mostly work”? You might be holding your firm back without realizing it. In this episode of Deduct This with Carrie and Lexi, tax professional and educator Kat Khalandach shares how small, strategic changes can lead to massive wins in efficiency and…
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The New Wave of Accounting: Why Gen Z Is Reshaping the Profession | Rachel Farris on Leaders of the Ledger
21:13
21:13
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In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge …
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92 CAS AI: So What If AI Can Take Our Jobs?
12:15
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Got a question? Text me! 📉 What If AI Does Take Our Jobs? | CAS Minute 🔔 Subscribe for weekly insights to build a smarter, future-ready CAS firm What if the doomsday scenario isn’t robots stealing your job, but you failing to adapt? In this episode of CAS Minute, Roman Villard explores the uncomfortable but urgent question: What if AI really does m…
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Where Humanity Meets Expertise: The True Foundation of Advisor Value
44:06
44:06
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44:06
What does it really take to be a great financial advisor today? Zach Conway and Kelsey McKenna mark nearly two years behind the mic by tackling this question every advisor should be asking themselves. In a time dominated by conversations of DIY investing and AI, empathy and presence matter just as much as advisor expertise in client conversations. …
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Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)
36:31
36:31
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Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts scattered across multiple websites with no clear strategy? Feeling overwhelmed by all the options but unsure where to focus? In this LIVE "Advice Line" episode, financial advisor Tyl…
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Reimagining Retirement: How Advisors Can Help Clients Thrive in the Next 40 Years
28:44
28:44
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On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Jonathan Ainsley, a renowned keynote speaker with over 40 years of experience in the financial services industry. Jonathan is known for his transformative approach to financial planning, inviting both advisors and their clients to reimagine what it means to a…
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From Adversity to Advocacy: Cary Carbonaro’s Journey in Wealth Management
44:31
44:31
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By Model FA
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Interview with Pri Cosentino Founder & Financial Advisor at Fern Prosperity Discussing Maintaining Lifestyle and Legacy in Retirement
19:12
19:12
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By Business Innovators Radio Network
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Mark Turner (AIF) on Retirement Accumulation vs Distribution
17:00
17:00
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17:00
By Business Innovators Radio Network
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Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing the Transition into Reti
22:28
22:28
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22:28
By Business Innovators Radio Network
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