Welcome to Optometrists Building Empires! Each week, host Ankit Patel, explores the journey of multi-practice ownership and leadership in optometry with some of the top minds in his field. This show is sponsored by My Business Care Team: We help increase revenue, reduce costs, and reduce staffing headaches. Let's build your empire together!
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Client Efficiency Podcasts
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
68
173
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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6 Figure Creative is a podcast that helps freelance creatives earn more money by doing what they love. If you’re trying to avoid the never-ending grind of a 9–5, or just want to earn more money doing what you do best (creating), 6 Figure Creative is your new favorite show! Join host Brian Hood and his guests as they explore topics such as mental health, finances, sales, marketing, time management, the digital nomad lifestyle, and more.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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Thoughts and interviews from the financial advice industry!
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Web Pro Savvy is a podcast for freelance web designers and developers, hosted by Cathy Sirvatka. You'll hear interviews with experienced freelance web pros about their business operations, the services they offer, and the types of clients they work with. They openly share their stories and pull back the curtain on how they achieve success so that you can boost your own business. Cathy also shares her own experiences and insights that help other freelancers skip past the trials to achieve sat ...
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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Welcome to Clarity, a podcast powered by the Thomson Reuters Institute. In each episode, we dive deep into a single question from decision-makers and thought leaders from legal, corporate, tax, accounting & audit, and government communities. Grounding the conversation in the Institute’s research and practice leads’ domain expertise, in each episode, we sit down with a special guest or panel of experts from our community of partners, clients, and key leaders in each industry we serve.
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Welcome to Inside CVC — the podcast where corporate venture capital meets the real world. Each episode brings together top voices from CVC, traditional VC, private equity, entrepreneurship, academia, and public policy to explore the trends, challenges, and geopolitical forces shaping the future of innovation and investment. Whether you're a corporate investor, founder, policymaker, or just curious about the evolving landscape of business and capital, Inside CVC is your front-row seat to the ...
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Building a business shouldn't mean losing your mind. Strategy, Solutions, & Sanity is the real-world business podcast for owners and leaders who are serious about scaling — but don't want to drown in chaos while doing it. Host Samantha C. Prestidge cuts through the noise with practical insights on hiring, delegation, team building, operations, and leadership for family businesses and second-stage entrepreneurs. (No vague "10x your mindset" fluff here — just the strategies, systems, and sanit ...
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Dive into the dynamic world of digital marketing with Amanda Vandiver and Adam Landis in “How I Grew This,” where we invite leaders in the space to explore how they overcome industry challenges to achieve growth. Expect insightful conversations that uncover the secrets of our guest’s success in the ever-evolving landscape of digital marketing.
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Just a couple of dads/mortgage brokers sitting on a couch chatting!
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BAMcast is a monthly podcast dedicated to aligning your Brand, Audience, & Message. All resources, support, and topics will be around brand alignment to give you confidence and clarity of the path that is right for your brand’s vision.
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In a landscape saturated with directives, Focal Point prioritizes discussions over dictation. The show’s mission is to present diverse perspectives on hot topics and current events, encouraging viewers to form their own opinions. Focal Point is an IRONCLAD Original.
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The Inbound Logistics Podcast provides the most relevant and topical information from the third-party logistics and supply chain management world as presented by the most influential thought leaders in the industry. (logistics, supply chain, cargo, freight, transportation, education)
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Allison is a lactation consultant, breast pump expert, and mom of 3 boys who talks with real moms and experts about breastfeeding & pumping. New Little Life has an exclusive program called Pumping for Working Moms, which is designed to help working moms pump easily and efficiently to combine breastfeeding & pumping while going back to work! This podcast is designed to help you feel supported by other moms doing exactly what you're doing, get tips and tricks on breastfeeding, and learn to nav ...
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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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The anti-burnout, pro-human, resource for therapists’ professional development. For therapists, by therapists. New Episodes on Sundays. Learn more and access the resources by subscribing to the pod, and to the newsletter: www.workingphase.com Thanks for joining and sharing!
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LegalFuel is the official Florida Bar Podcast. This monthly series is brought to you by The Practice Resource Center of The Florida Bar and will feature esteemed leaders in law discussing new and innovative topics. Its purpose is to help members of The Florida Bar as well as attorneys from other states run better practices and provide better legal services to their clients. Disclaimer: The views expressed by the participants of this program are their own and do not represent the views of, no ...
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The Business Buying Strategies Podcast comes from The Dealmaker's Academy, the world's leading training on buying and selling businesses - without risking your own money! Each week we talk to leading experts, discuss business buying strategies, offer hints and tips and cover the essential skills you will need to buy and sell businesses effectively.
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“The Brighthouse Financial Insights Panel” is a monthly podcast where leading experts share advice and strategies for financial professionals. Through these conversations, our panelists offer insights and tips to help strengthen businesses and build client relationships that last. Topics have included: prospecting and referrals, business strategies, milestone and retirement planning, women in retirement, and understanding client needs and behaviors. Disclosure: In these podcasts, the terms “ ...
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Mortgage Lending Mastery
Lady Jen Du Plessis: Coach, International Speaker, Best Selling Author
40482
Level up your mortgage and real estate career with actionable strategies and real results. Mortgage Lending Mastery is your go-to podcast for personal and professional growth, tailored specifically for industry professionals. Host Lady Jen Du Plessis delivers expert insights, proven tactics, and inspiring conversations to help you stop talking, start taking action, and achieve mastery in your business. Ready to work smarter, grow faster, and stand out in a competitive market? Tune in to Mort ...
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Tresorit's own produced podcast, bringing you biweekly insights on business, security and technology. If you have any questions or feedback, please write to us at [email protected].
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In our expert professional services businesses, where the rules were written last century and the world keeps changing around us...how do we as experts who have spent years, sometimes decades getting our technical skills to the ultimate level and proportionally little time learning the ones required to grow our businesses based on our own terms, re-write the rules for ourselves. That’s the question and this show explores the answers. Stay tuned and enjoy some brave conversations. Find out mo ...
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Welcome to Latino Pro's Podcast, the go-to show for entrepreneurs, law firms, and busy professionals ready to scale smarter with elite virtual talent from Latin America. Each week, we explore how Virtual Assistants—from Paralegals to Medical Scribes, Marketing Experts, and more—are transforming the way businesses operate. Hosted by the LatinoPro team, we deliver quick, actionable episodes packed with real success stories, hiring tips, and productivity hacks to help you delegate better, cut o ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Welcome to the AI Builders Club. Yeah, it’s a podcast, but it’s also a workshop, a group chat, and your new favorite corner of the internet if you’re trying to build quality automations with AI. This isn’t a snake oil “prompts that print money” operation. It’s hands-on agentic workflows, pro tips, and real talk from two cofounders in the trenches building a new no-code automation platform. Each week, Aaron Dignan and Chase Adams take on one real-world mess, like inbox chaos, scrambled meetin ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Supercharge your journey to success in the home services industry with insights and actionable content that will transform your business.
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Welcome to Inspiring Salon Professionals, the Podcast that allows every salon professional, whether new or experience, to level up, build their business and career and reach for their dreams. Inspiring Salon Professionals is a blend of host, Sue Davies, covering different topical subjects within the salon industry and interviews with salon owners, industry leaders and other professionals that can share their knowledge and experience on practical skills, business skills and creating a client ...
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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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Explore the different career paths you can unlock with Salesforce skills. Hear real people talking about their jobs using Salesforce, what skills and qualities will make you successful, and what you can do to get started - including learning for free on trailhead.com.
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Small Law Firms often start from the practice of law and not as a business venture. This ends up causing the growth of the firm to be much longer and more painful than it needs to be. If you started a Law Firm with the intention of increasing your impact, freeing up your time and having all the money you will ever need then the strategies we discuss will be priceless for you. Profit with Law is a show focused on the business of running a law firm as a profitable venture. Packaging and pricin ...
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In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & C ...
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Professional and informative technology podcast hosted by service-centric UK Technology Consultancy, Krome Technologies; keeping tech topics engaging, fun, and easy to consume. This podcast has been created to share Krome's knowledge and opinions on the industry hot topics, and the challenges that all businesses are facing. Sessions will cover technology updates, tech challenges, trends, industry changes. Insights and best practices for IT leaders. Krome's experience with client projects. Ho ...
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Owning a small business can be one of the most rewarding and challenging things a person does. Amid an uncertain economy and ever-evolving consumer trends, there is a lot to figure out and navigate to ensure your business thrives. Join hosts Jannese Torres (Yo Quiero Dinero) and Austin Hankwitz (Rate of Return) as they connect with small business owners and hear their stories about managing the ups and downs of starting and growing a small business. Listen to "Mind the Business: Small Busine ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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At Attorney at Work, our goal is to give you the information and inspiration you need to create a law practice and a life you love. With Attorney at Work Today, we're helping you experience the best of our content in a whole new way. Whether you're a lover of podcasts, learn best by listening, or just want to better your practice even in those moments when stopping to read an article isn't practicable, Attorney at Work Today is your premier pathway to the content that brings you to the next ...
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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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Welcome to On the Circuit with Three Crowns Marketing's CEO and Founder, Johnny Sandquist, and Director of Digital Media, Brodrick Lothringer. This is a podcast where conversation sparks innovation.
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Being in the construction industry we can sometimes find ourselves going it alone. Tradie Talk is about starting a discussion, sharing stories of failure and triumph, business and life balance, and just down right trade trash.
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Beyond Numbers is a podcast by Xero for accountants and bookkeepers. Here you’ll hear from leaders within some of the accounting industry’s pacesetting firms who will share creative solutions, trials and tribulations, news, views and future predictions on some of the topics pertinent to the accounting industry.
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Skilled and Fulfilled: Marketing Strategy for Service Providers, Coaches, Freelancers | Online Business Growth | Work-Life Balance for Entrepreneurs
Felter Unfiltered
135
You got into business because you're good at what you do... and now you're stuck marketing a business! If you're tired of out-of-touch advice from big-name educators, you'll love real insights from real people who realistically want to make an income from their business and not run ragged in the process. Hosted by Felter Unfiltered – the designer that non-designer's love!
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Join us as we talk about Digital Operations, AI and Automations. Digital Operations is the discipline of designing, implementation, and educating an organization’s digital tools and processes. It involves bringing together automation, AI, global talent, remote work, and other digital technologies to streamline operations, optimize processes, reduce manual work, improve data quality, maximize knowledge work, and enhance the employee experience. At its core, digital operations digitizes and au ...
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Cyber Insurance Leaders is dedicated to keeping cyber insurance and security professionals up to date on the latest developments, best practices, and thought leadership from leading voices in the industry. If you’re looking to hear and learn from cyber insurance and security experts, this show is for you. Each episode features an interview with an executive or thought leader, discussing topics like the cyber insurance industry as a whole, international growth, cyber claims, and more.
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Rise Above The Ranks is a real estate podcast hosted by James Harris and David Parnes, dedicated to helping you elevate your game as a real estate agent. Each week, they will take one pressing topic or issue facing real estate agents everywhere and will tell you exactly what you should know about it. An added bonus, they're going to share stories from their experience and give you the advice they wish their younger selves could've heard, so you don't make the same mistakes they made. Stay up ...
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In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.
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306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
21:22
21:22
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Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, …
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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
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In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh
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Delivering financial planning efficiently doesn’t have to mean compromising on depth or personalization. This episode explores how a “working session” model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful, relationship-driven planning. Becky Walsh is the founder of Oak Maple Finance, an RI…
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The AI Advantage: Boosting Efficiency and Client Experience With Daniel Yoo
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19:43
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AI is transforming wealth management – but what does that really look like for financial advisors and their clients? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Daniel Yoo, Founder and CEO of FinMate AI. Daniel shares his journey from financial advisor to fintech entrepreneur, and how his company is helping advisor…
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As much as we like to believe that if we do everything well, our clients will always love us, it’s just not true. Here are 10 steps to soothe an angry client. This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by Merrilyn Astin Tarlton. Click here to read the full article. Head to Attorney at Work f…
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In this week’s episode, Jonathan Jay introduces Inner Circle member Martin, one of the sharpest negotiators in the business buying world. What follows is a complete masterclass on negotiation — packed with practical insights, real-world stories, and strategies you can put into action right away. Martin pulls back the curtain on how to approach deal…
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Quick Growth: Seeing the Bigger Picture (Celebrating PWL Podcast Anniversary) - 500
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Send us a text Shownotes can be found at https://www.profitwithlaw.com/0500. Episode 500: Celebrating 500 Episodes of Profit with Law We’ve hit an incredible milestone — 500 episodes of the Profit with Law Podcast! In this special anniversary episode, Moshe reflects on the journey, shares the key mindset shifts that have fueled growth for him and h…
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After-Hours Urgent Eye Care - Brooks Wood - Optometrists Building Empires - Episode # 059
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What if growing your practice was less about avoiding failure and more about experimenting? In this episode of Optometrist Building Empires, Dr. Brooks Wood shares how he expanded his family’s Allen, TX practice while launching an after-hours urgent eye care network that’s changing patient access to specialty care. From embracing an “experimental g…
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Embracing Failure and Building Relationships with Phil Treadwell
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Host Lady Jen Du Plessis invites mindset coach and mortgage industry expert Phil Treadwell to discuss the importance of relationship-building and adapting modern marketing strategies in the mortgage industry. The conversation delves into the significance of mindset, actionable steps for engaging in meaningful relationships, and differentiating betw…
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Courting change: Legal ethics in the age of AI
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In the latest episode of the Thomson Reuters Institute’s Clarity on Tech, U.S. Magistrate Judge Maritza Braswell and Colorado Court of Appeals Judge Lino S. Lipinsky de Orlov delve into the intersection of AI and legal ethics, exploring the challenges and implications that advanced technology is having on the legal profession.…
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How to Keep Your Associates from Leaving: 4 Key Retention Strategies
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Few small or midsize law firms can compete with inflated Biglaw salaries, but there are better ways to prevent your best talent from leaving. Here are four associate retention strategies that will make your culture “stickier.” This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by Wendy Merrill. Clic…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen
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Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth: Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and parap…
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Aimée Lapic, CEO, Hanna Andersson – Growing Up and Showing Up: How rewarding customer loyalty has helped this children's clothing brand stand the test of time
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Summary: Since the 1980s, beloved children's clothing brand Hanna Andersson has been delivery quality and durability to happy customers. Now, Aimée Lapic leads the company as CEO and is using her deep experience in apparel, retail, and omnichannel marketing to turn the legacy brand into a digital powerhouse. Today, they're building on their long-st…
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Ep 456: Expanding From $75M Solo To $260M Multi-Advisor Team By Creating A Company Blueprint Of How Clients Will Be Served with Hilary Hendershott
1:29:59
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Scaling a solo advisory firm into a thriving team-based business takes more than strong systems—it takes a shared sense of purpose and values that guide every decision. This episode explores how one advisor used a living “Blueprint” to align her team, empower her staff, and create a consistent, values-driven client experience. Hilary Hendershott is…
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#381: Steal These 8 Business Lessons From WAY Smarter Industries
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The average freelancer is often absolutely clueless when it comes to running a business. And I can only say this because I did some of the dumbest possible things for the first five years that I was a freelancer. Until I started looking at best practices from other successful industries - in many cases who had spent millions (or hundreds of million…
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308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
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Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a…
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What do today’s law firms need to do to meet their strategic objectives?
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In the latest episode of Clarity, the Thomson Reuters Institute’s Becky Halat, Senior Manager of Client Services, and Eve Starks, Senior Consultant, delve into critical insights from the latest Stellar Performance research and discuss how cultural alignment is a strong driver for the measurable success of law firms.…
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How to Know If You Can Trust an Assistant (and Start Handing Work Off)
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In this episode, we delve into what it takes to trust someone enough to hire them as an assistant. We'll explore past discussions on delegation strategy and the essentials for onboarding an assistant. The focus will be on overcoming trust issues—fear of poor performance or exposing personal work details—and what to look for during the hiring proces…
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Three Tips to Overcome Impostor Syndrome as a Young Associate
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This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by Jay Harrington. Click here to read the full article. Head to Attorney at Work for more really good ideas.By The Legal Broadcasting Company
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
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Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients in complex or evolving circumstances. In this episode, Jenny Hunter and Meg Bratley are joined by Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley & Rugby for Intermediaries. With over 20 years’ experience…
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Episode 15: Signal vs. Noise: MIT’s Jason Jay on the Four Lenses for Board-Level Sustainability
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As experts gather in Berlin and Brussels to debate climate policy, MIT Sloan’s Jason Jay joins Inside CVC to cut through the ESG noise. He introduces the Four Lenses Framework, showing how boards can focus on what matters, align purpose with business value, and invest for long-term impact. You’ll hear: How to separate signal from noise in ESG Why s…
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The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
28:33
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Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide …
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ICE Gets Israeli Spyware: Risks to Privacy and National Security
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On today’s episode, Andy sits down with former FBI agent Dan Brunner to discuss ICE’s reactivated access to Graphite, an Israeli-made spyware capable of infiltrating phones, reading encrypted apps like WhatsApp and Signal, and even activating microphones. Originally signed under Biden but paused for review, the $2 million contract has raised concer…
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307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
10:08
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my ow…
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Lawyer Flat Fees or Hourly Rates? Pros and Cons of Legal Billing Options
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Value-based or hourly, contingency or flat fee? Lawyers are no longer tied to the billable hour when billing legal services. What are the pros and cons of the various billing options? This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by Ruth Carter. Click here to read the full article. Head to Atto…
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Breaking Free from Feast or Famine: Building Recurring Revenue Streams
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7:26
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What do you think of the show? Let me know! Feeling like your freelance web design business runs on a constant cycle of booking, building, and yet stressing about money? In this episode of Web Pro Savvy, Cathy talks about why the traditional project-to-project model feels so unpredictable—and how to build more stability into your business. You’ll l…
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#124 Design Huddle: Bridging the Gap Between Clients and Printers
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In this interview, Aaron sits down with Dave Stewart, CEO of Design Huddle, to explore how his platform is transforming the way clients, printers, and designers work together. By embedding an intuitive design tool directly into websites, Design Huddle empowers customers to create print-ready artwork without endless back-and-forth revisions. From Sh…
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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
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In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see kitces.com and thesocietyofadvice.com.
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Building a Thriving Referral-Based Optometry Empire - Richard Maharaj - Episode # 058
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How do you build a thriving referral-based optometry practice while balancing growth, family, and future innovation? In this episode of Optometrists Building Empires, Ankit Patel sits down with Dr. Richard Maharaj, Managing Partner at Prism Eye Institute and a leading voice in ocular surface disease. Dr. Maharaj shares how he built and sold a niche…
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Profitability, Efficiency, A Better Life – with Ruth Mannschrek, DDS - 499
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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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Mastering Priority Management: Time Blocking vs. Activity Blocking with Lady Jen Du Plessis
13:23
13:23
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In this episode of Mortgage Lending Mastery, host Lady Jen Du Plessis delves into time blocking versus activity blocking. She explains how intentional, priority-driven activities can significantly move the needle in your business. Learn actionable strategies for managing your priorities effectively and ensure every action you take contributes to yo…
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How to Create Clear Roles and Accountability in Your Business
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6:18
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In this week's Quick Cast, we discuss how to create better clarity and ownership within your team. We'll tackle common issues like unclear job descriptions and undefined processes. Learn the simple, actionable steps to visualize your team's tasks and responsibilities using a process flowchart and swim lanes. This method helps you map out tasks, ass…
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A few simple ways to avoid the cold ask. This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by Merrilyn Astin Tarlton. Click here to read the full article. Head to Attorney at Work for more really good ideas.By The Legal Broadcasting Company
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Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems' Nicholas Ryan and David Mills
18:41
18:41
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If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each other, endless rekeying, and the same tasks repeated in five different places, it’s a frustration most advisers know all too well. In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread…
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John O'Donnell, Founder, Johnnie-O – Up to Par: An iconic golf clothing brand blends 'east coast prep' with 'west coast cool'
25:42
25:42
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When John O'Donnell founded Johnnie-O in 2005, his goal was to create a brand that combined East Coast prep with West Coast surf culture. 20 years later, you'll find their surfer logo in golf pro-shops and menswear stores across the country. Today, John joins us to share his incredible journey from being a walk-on on the UCLA golf team to founding …
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How do we encourage confidence in the court considering the current geopolitical climate?
32:50
32:50
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In this episode of the Thomson Reuters Institute (TRI) Clarity podcast, Judge Mark D. Pfeiffer of the Missouri Court of Appeals, speaks with TRI’s Rabihah Butler about how partisan perceptions, inconsistent sentencing, limited accessibility, and the acceleration of social media and the 24-hour news cycles can erode public confidence in courts, resh…
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#380: What I Use Instead of Proposals (And Why It Works Better)
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Traditional proposals are a massive waste of time. You put all this time and effort into a long, fancy 10-page proposal that you THINK is going to impress your clients… When in reality, there’s a better way to close that deal. This week’s episode is for you if you rely on proposals to do the heavy lifting for you. Instead, use my 4-step “anti-propo…
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Ep 455: Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation with Emily Shacklett
1:29:59
1:29:59
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Executive pay packages are complicated—which often leads to these individuals leaving money on the table. From equity negotiations to non-compete clauses, the right financial advisor can help clients fight for what they’re worth. In this episode, we dig into how advisors can create real value for their clients during career transitions. Emily Shack…
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Demystifying Digital Assets: Security, Tax Strategies, and the RIA Crypto Revolution with Chris King
35:10
35:10
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Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors wi…
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Run Your Business More Efficiently | Ep. 82 On The Couch Podcast
23:04
23:04
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Want to run your business more efficiently? In this episode, we break down practical strategies to streamline your operations, save time, and focus on what really matters. Whether you’re a business owner or a CEO, we also dive into an important distinction that often gets overlooked: the difference between teaching and coaching your team. By the en…
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How to Be Productive When You’re a Depressed Lawyer
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4:09
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Dan Lukasik, the lawyer-educator behind LawyersWithDepression.com, discusses what it takes to get things done when you’re depressed. This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by Dan Lukasik. Click here to read the full article. Head to Attorney at Work for more really good ideas.…
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Episode 14: Robotics That Work: How to Pilot, Prove, and Scale with Sam Abidi
52:34
52:34
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Robotics is moving from the lab to the loading dock, farm, and job site—and the playbook is changing. In this episode, Sam Abidi—robotics expert and member of the U-Path Advisory team—explains how to pick the right first use cases, redesign operations around machines, and structure partnerships that actually scale. We cover ROI beyond simple labor …
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Chinese Teams Worked on U.S. Defense Cloud—Now the Pentagon Acts
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17:35
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On today’s episode, Andy sits down with former FBI agent Dan Brunner to discuss the Pentagon’s suspension of a Microsoft program that allowed Chinese coders, under limited U.S. oversight, to work on Defense Department cloud systems. Secretary Pete Hegseth called it a “major security risk” and a “breach of trust.” The DoD is auditing all code writte…
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How to Help Your Adult Children Buy a Home
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18:26
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Housing prices are at record highs, leaving many parents wondering: “How will my kids ever be able to afford a home?” In this episode of The Agent of Wealth Podcast, host Marc Bautis explores how parents can help their adult children buy a home without jeopardizing their own financial future. He breaks down four common strategies, explains the tax …
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Build Lasting Wealth: How Law Firm Owners Can Combat Lifestyle Creep
4:47
4:47
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This episode of Attorney at Work Today is brought to you by Answering Legal. Adapted from an article by David Hunter. Click here to read the full article. Head to Attorney at Work for more really good ideas.By The Legal Broadcasting Company
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