Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Elliot Kallen Podcasts

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Lead with Heart | Philanthropy, Nonprofit Leadership, Nonprofit Management & Fundraising
Haley Cooper | Certified Fundraising Executive (CFRE), Certified Stress Management Coach, Certified EmC Trainer
Welcome to the Lead with Heart Podcast, where the heartbeat of philanthropy, nonprofit leadership, and fundraising resonates in every episode. I'm Haley, your host—a Certified Fundraising Executive (CFRE), Certified Stress Management Coach, Certified EmC trainer, and, most importantly, a recovering nonprofit burnout survivor. In this empowering space, we invite nonprofit professionals to amplify their voices and unveil the heart behind their missions. Our mission is clear: to empower, elevat ...
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Disrupting Healthcare with Brain Tech | Katarina Maloney
23:55
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23:55In this episode of Meet the Expert, Elliot Kallen speaks with entrepreneur Katarina Maloney, CEO of IQ Mind, about the intersection of neuroscience, innovation, and business. Katarina shares how her company is using advanced brainwave technology to address depression, PTSD, concussions, and performance optimization without relying on pharmaceutical…
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E110: Nonprofit Strategic Planning - How to Grow Without Burning Out with Amanda Pearce
47:16
47:16
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47:16I am so excited to welcome Amanda Pearce to the Lead with Heart Podcast! Mandy is the powerhouse founder and CEO of Funding for Good, bringing over two decades of expertise in nonprofit fundraising, organizational development, and business growth. In this episode, we dive into the realities of nonprofit burnout, the power of saying no, and how str…
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E109: Building an Equitable Future for Fundraising with Maria Rio
46:56
46:56
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46:56I am so excited to welcome Maria Rio to the podcast! Maria is the founder of Further Together, a fundraising consultancy helping nonprofit leaders raise money without stress, scarcity, or burnout. As a former refugee and user of charitable services, Maria brings powerful lived experience to her equity-driven approach to fundraising. With over 15 ye…
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How Creativity Shapes Business Growth | Andy Zimmerman
28:59
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28:59In this episode of Meet the Expert, Elliot Kallen sits down with Andy Zimmerman, CEO of Journey, to explore how creativity and business strategy intersect at the highest level. Andy shares how his team has transformed iconic experiences like the Empire State Building and the Las Vegas Sphere, and why multidimensional design drives both engagement a…
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E108: Why Small Stories Create Big Impact for Nonprofit Leaders with Seth Donlin
50:13
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50:13I am thrilled to be joined by Seth Donlin, a seasoned marketing and communications coach who helps leaders master the art of authentic storytelling. With decades of experience in journalism, politics, and marketing, Seth now empowers leaders and entrepreneurs to craft compelling narratives that connect, inspire, and grow their impact. In this episo…
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E107: Combining Venture Capitalism and Philanthropy for More Sustainable Food Systems with Nick Cooney
41:53
41:53
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41:53 In this episode of the Lead With Heart Podcast, I sit down with Nick Cooney, the founder and Managing Partner at Lever VC, a trailblazing early-stage venture capital fund focused on food tech, ag tech, and sustainable food innovation that is changing the game. Together, we explore the interplay between venture capital and philanthropy that, if don…
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Concierge Medicine and the Return of Trust | Paul Hiltz
27:54
27:54
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27:54What happens when your doctor sees just six patients a day — not 25? In this episode, Elliot Kallen sits down with Paul Hiltz, CEO of Naples Comprehensive Health, to explore the rise of concierge medicine and its surprising role in restoring trust in healthcare. They discuss how the chaos and conflicting messaging during COVID accelerated distrust …
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E106: Lessons from a Nonprofit Incubator for Founders Who Want to Create Real Impact with Ben Williamson
44:46
44:46
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44:46I'm excited to welcome Ben Williamson to the Lead With Heart Podcast. Ben is the Director of Recruitment at Ambitious Impact, a dynamic organization, reshaping how we identify and support the next generation of nonprofit leaders. He works with their Charity Entrepreneurship program, an incubator for nonprofits, where he helps people move from good…
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Rebuilding Workplaces for Working Parents | Alexa Starks
28:13
28:13
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28:13Maternity leave isn’t the hard part—coming back is. For many professionals, returning to work after parental leave means navigating a full workload, shifting identity, and new personal demands with little to no structural support. In this episode, Alexa Starks, founder of Executive Moms, joins Elliot Kallen to discuss how most return-to-work system…
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E105: Trust-Based Philanthropy and Sustainable Giving Strategies for Greater Impact with Sara Garske
33:02
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33:02In this episode of the Lead with Heart Podcast, I’m honored to welcome someone I've known my whole career, Sara Garske, the principal and founder of Elwood Advisors. With over 25 years of experience in the nonprofit sector, she works with nonprofits, foundations, and individual philanthropists to create sustainable and impactful giving and fundrais…
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Business Succession and M&A Strategies | Norman Kallen
39:54
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39:54Elliot Kallen speaks with leading M&A and tax attorney Norman Kallen about the critical steps in business succession planning and successful mergers and acquisitions. They discuss how to structure deals, safeguard shareholder value, and navigate complex transitions to ensure long-term stability and a smooth change of ownership.…
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E104: Transforming Youth Mentorship Through Culinary Arts with Catherine De Orio
36:20
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36:20In this episode of the Lead with Heart Podcast, I’m joined by the incredible Catherine De Orio, executive director of the Foundation for Culinary Arts, Emmy Award-winning TV host, and culinary changemaker, who is transforming the way youth find their voice and future through food. From courtroom to kitchen, Catherine’s journey is one of purpose, pi…
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What are Opportunity Zones? | Steve Kantor
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23:54Opportunity Zones offer a unique way to invest in real estate while enjoying significant tax benefits. In this episode, Elliot Kallen and Steve Kantor discuss how Opportunity Zones work, the importance of diversification, and how to identify the best markets and projects for your investment.By Elliot Kallen
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E103: Transforming Personal Adversity into Powerful Fundraising with Ron Katz
34:52
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34:52In this episode of the Lead with Heart Podcast, I’m honored to welcome Ron Katz - a seasoned fundraising leader with over three decades of impact in healthcare, education, and social services. Ron has raised over $100 million for mission-driven organizations, and today, he shares how his personal journey with chronic lymphocytic leukemia (CLL) has …
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E102: Rethinking Women's Giving: Insights on Philanthropy, Data & Donor Engagement with Jacqueline Ackerman
42:26
42:26
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42:26I am thrilled to welcome Jacqueline Ackerman, interim director of the Women's Philanthropy Institute (WPI), to the podcast. In this episode, we’re unpacking how women give and why understanding those patterns can completely reshape how we approach nonprofit fundraising strategies. Jacqueline brings a rich perspective, combining data, empathy, and d…
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Secrets to Successful Loyalty Programs | Tom Burgess
23:14
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23:14On this week’s episode of Meet the Expert, Elliot Kallen uncovers the secrets to creating successful loyalty programs with Tom Burgess, a veteran in telecommunications, marketing technology, and financial technology. From buy-get offers to evergreen point systems, explore the key elements of effective loyalty strategies, Tom details the strategies …
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E101: Turning Personal Tragedy into Teen Mental Health Advocacy with Elliot Kallen
38:00
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38:00I’m honored to welcome Elliot Kallen to the Lead with Heart Podcast. Elliot is the president and co-founder of A Brighter Day, a nonprofit organization that has turned the devastating loss of his teenage son into a powerful mission to prevent teen suicide and offer hope to thousands of families. In this deeply moving and empowering conversation, El…
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E100: Leading with Heart Intelligence to Build a Culture of Belonging with Susan Inouye
43:41
43:41
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43:41I can’t think of a more powerful way to celebrate 100 episodes than with Susan Inouye, a transformational executive coach and bestselling author whose work bridges neuroscience, somatics, and leadership. In this milestone conversation, we explore how nonprofit leaders can shift from head-centric to heart-centered leadership. Susan shares five key l…
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Tariffs, Treaties, and the U.S. Economy | Julia Hermann
37:49
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37:49The outcome of tariff negotiations and potential trade treaties could have a significant impact on the U.S. manufacturing sector. In this discussion, Elliot Kallen and Julia Hermann explore the possibilities and implications of a manufacturing boom in the United States. Learn about the industries that could benefit and how investors can position th…
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E99: Why Passion Isn’t Enough: Building Strong Nonprofit Boards and Brands with David Rhode
42:02
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42:02I’m thrilled to welcome David Rhode. David is a seasoned leader, nonprofit coach, strategic consultant, and author of Passion Isn’t Enough: A Practical Guide for Nonprofit Leaders. His career spans marketing, founding and running a nonprofit, and teaching at the University of Pennsylvania. He offers deep insight into leading sustainable organizatio…
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E98: Smart Growth Without the Grind: Redefining Leadership and Culture in Nonprofits with Luis Báez
36:04
36:04
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36:04What if we told you that hustle isn’t the only way to grow your nonprofit’s impact? In this episode, I’m joined by Luis Báez, a revenue enablement strategist and sales coach whose mission is to prove that you don’t have to grind to grow. Luis spent the last decade translating high-growth tech strategies into sustainable success for executive sales…
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Navigating the U.S. Healthcare System | Anthony Mazzarelli
32:52
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32:52Join Elliot Kallen as he welcomes the CEO of Cooper University Health Care System, Dr. Anthony Mazzarelli to navigate the complex U.S. healthcare system. In this insightful interview, Dr. Mazzarelli discusses the key factors that contribute to the high cost of healthcare in the United States, the trade-offs between cost, access, and quality, and pr…
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E97: How Internal Communication Fuels Strong Nonprofit Culture with Alejandra Ramirez Wells
36:41
36:41
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36:41I am so excited to welcome Alejandra Ramirez Wells to the Lead With Heart Podcast. Alejandra is an internal communication strategist and culture-building expert with nearly two decades of experience helping mission-driven organizations transform from the inside out. In this episode, we dive deep into how internal communication is the key to creatin…
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E96: Reclaiming Trust, Purpose, and Energy in Nonprofit Leadership with Shimrit Nativ
42:58
42:58
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42:58This week on Lead with Heart, intuitive coach and former jazz musician Shimrit Nativ shares her journey from off-grid living to leading a thriving coaching practice. We explore how nonprofit leaders can reconnect with their purpose, rebuild trust in their intuition, and take aligned action—whether launching bold initiatives or navigating day-to-day…
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Investing in Crypto: The Future of Bitcoin | Mike Reed
29:21
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29:21In this week's episode of Meet the Expert with Elliot Kallen, we dive into the world of cryptocurrency and digital assets with Mike Reed, Senior VP of Partnership Development at Franklin Templeton. Learn the basics of crypto, how it differs from traditional currency, and why major financial institutions like Franklin Templeton's $1.6 trillion fund …
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E95: The Ethics of Nonprofit Storytelling: Honoring Dignity Without Sacrificing Impact with Diana Farias Heinrich
38:32
38:32
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38:32What does it really mean to tell stories with heart - and without harm? In this deeply moving and practical episode of the Lead with Heart Podcast, I’m joined by my brilliant friend Diana Farias Heinrich, CEO of Habrá Marketing and the visionary behind the EQUAstory Framework and the Ethical Nonprofit Summit. Together, we explore the complex terrai…
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E94: Scaling Impact with SOPs — How Nonprofits Can Document Processes to Prevent Burnout and Drive Growth with Stephanie Sloan
38:31
38:31
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38:31Welcome to another powerful episode of the Lead with Heart Podcast, your nonprofit leadership podcast focused on heart-led strategy and sustainable growth. This week, I sit down with Stephanie Sloan, founder of JLC Systems and an expert in streamlining nonprofit operations through effective SOPs. Stephanie shares her IMPACT Method — a practical fra…
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The Future of Automotive Industry: Tariffs, Electrification, and Affordability | Laura Perrotta
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29:54In this episode of Meet the Expert with Elliot Kallen, we discuss the future of the automotive industry with Laura Perrotta, President of the New Jersey Automotive Retailers Association. Discover how tariffs, electrification mandates, and affordability concerns are shaping the automotive landscape. Learn about the challenges and opportunities facin…
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E93. How a 5-Minute Fundraising Call Can Boost Mid-Level Donor Engagement with Kel Haney
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41:38I am so excited to have Kel Haney back on the podcast. She is a fundraising expert who knows firsthand how a simple five minute conversation can transform donor relationships and significantly boost engagement. In this episode, we're exploring the power of picking up the phone to grow mid-level donors. Discover practical strategies to build meaning…
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E92. Digital Marketing for Nonprofits: Google Grants, Email Marketing, and Tools You Need with Sean Littman
37:20
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37:20I'm thrilled to welcome Sean Littman to this episode of Lead with Heart. Sean is a true disruptor in the nonprofit digital space, bringing over a decade of expertise in digital marketing to help organizations grow and scale. He has transformed the way nonprofits leverage Google Grants and email marketing to build stronger communities and increase i…
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India's $1.2 Trillion Infrastructure Revolution | Kevin Carter
37:26
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37:26Discover why India is the perfect emerging market for investors. With the world's largest population, best demographics, and fastest-growing GDP, India offers unparalleled potential. Kevin Carter, emerging markets expert, shares insights on India's thriving democracy, exceptional human capital, and robust digital infrastructure.…
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E91. Mastering Mid-Level and Major Gifts Fundraising with Jeff Schreifels
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47:13I am excited and honored to welcome Jeff Schreifels to this episode of Lead with Heart. Jeff is the principal and owner of Veritus Group - a global consulting agency specializing in major gifts and mid-level fundraising strategy. He is a pioneer of relationship-centered fundraising, and under his leadership, Veritus has helped increase mid and majo…
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E90. Transforming Nonprofit Leadership to Advance Disability Rights with Chanda Hinton
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34:11On this episode of Lead with Heart, I am thrilled to introduce the incredible work of Chanda Hinton and the Chanda Center for Health, an organization dedicated to empowering individuals living with long-term physical disabilities through innovative healthcare services. In bold advocacy efforts, the Chanda Center ensures that everyone, regardless of…
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E89. Faith-Driven Leadership in Philanthropy: Building Purpose-Led Cultures with Elaine Lankford
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32:37On this episode, I am thrilled to welcome Elaine Lankford, a passionate advocate for Christian female entrepreneurs and a true champion of empowering women to pursue their God-sized dreams. Elaine is the founder of She Steps Forward Coaching and She Steps Forward International. She has dedicated her life to equipping women to launch and grow succes…
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Investing in Sports: A Weapon of Mass Construction | Lynn Lashbrook
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21:02In today’s discussion, Lynn Lashbrook - Founder of Sports Management Worldwide (SMWW) - argues for the importance of investing in sports as a means of creating positive change in the world. Learn how sports can be a weapon of mass construction, breaking down barriers and bringing people together. Discover the role that sports can play in improving …
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E88. Building Donor Trust with Principled Nonprofit Leadership - Fundraising Strategies with Andrew Olsen
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45:07Principled leadership is essential to nonprofit success—a belief strongly held by my guest, Andrew Olsen. Andrew helps nonprofit leaders increase impact through thriving organizational cultures that drive revenue growth. He's assisted over 500 nonprofits in raising half a billion dollars, authored bestselling books, and hosts the Rainmaker Fundrais…
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E87. Leading with Emotional Intelligence, Radical Empathy, Trust & Vulnerability with Christy Pretzinger
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43:52I am thrilled to welcome Christy Pretzinger as my guest on this episode of Lead with Heart. Christy is the CEO and founder of WG Content - a company that has reshaped the healthcare content landscape through an inspiring approach centered on kindness and people-focused values. She's a sought-after speaker and expert on topics like emotional intelli…
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He Revolutionized Sports Collectibles | Brandon Steiner
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27:54Discover how Brandon Steiner transformed his passion for sports memorabilia into a thriving business. In this interview with Elliot Kallen, Steiner discusses the early days of Steiner Sports, the challenges he faced, and how he helped legitimize the sports collectibles industry. Learn valuable lessons on entrepreneurship, perseverance, and followin…
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E86. Amplifying Impact Through Nonprofit Storytelling and Advocacy with Laura Bonnell
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33:41In this episode of Lead with Heart, I am joined by Laura Bonnell, the founder of The Bonnell Foundation and host of the Living with Cystic Fibrosis Podcast. Laura's journey into advocacy began when her mother's instincts clashed with initial medical skepticism, ultimately leading to a life-changing diagnosis for her daughter Molly. Fueled by a pass…
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E85: The Value of Connection and Collaboration in Nonprofits with Britt Hogue
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32:22In this episode of Lead with Heart, we’re talking all about connection and collaboration with Britt Hogue - the founder of The Collective Good. With over 20 years of experience spanning the social, public, and private sectors, Britt has dedicated her career to fostering collaboration and connection. She knows firsthand that working collectively, wh…
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Investing in the Future of Healthcare | Michael McNurney
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29:47In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts …
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E84: Empowering Nonprofit Teams Through Effective HR Practices with Tiffany Slater
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42:57This episode is all about navigating HR in the nonprofit sector. We’re discussing the importance of onboarding, building a supportive work culture, employee retention and more with Dr. Tiffany Slater. Tiffany is the founder and CEO of HR Tailormade and is here to help nonprofit leaders and small business owners navigate the complex world of HR with…
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E83: The Transformative Power of Philanthropy in Global Healthcare with Scott Marcello from African Mission Healthcare
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41:01In this episode, we're diving into the transformative power of philanthropy in global healthcare with Scott Marcello, president and board member of African Mission Healthcare (AMH). AMH is dedicated to strengthening health systems in underserved regions across Africa, particularly through support for faith-based missionary hospitals. We are going t…
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How Automation is Transforming the Shopping Experience | David Pinn
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26:11Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online reta…
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E82: Project Management for Nonprofits with Executive Consultant & PMP Instructor Tamara McLemore
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37:54On today’s episode of Lead with Heart, we are exploring all things project management and the Project Management Professional (PMP) Certification with Tamara McLemore. Tamara is the powerhouse founder of Tamara McLemore Enterprises, an executive consultant, a PMP instructor, and an award winning speaker who's revolutionizing the way mid-career prof…
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E81: Practical Leadership Strategies: Self-Management, Maximising Productivity & Ethical Leadership with Christian Muntean
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45:24On today’s episode of the Lead with Heart podcast, we’re covering many of my favorite leadership topics with Christian Muntean - a consultant who has empowered business owners and executives to boost revenues by over $500 million while also helping them reclaim valuable time for their families. Christian is the author of Train to Lead: The Unstoppa…
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The Coach's Coach: Achieving the Impossible with Robert Hargrove
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28:52Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's min…
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E80: Empathy as a Superpower: The Journey to Aligned Living with David Waldas
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42:04 If you find navigating the world as an empath exhausting, I’m thrilled to introduce this podcast’s guest, David Waldas. David is an inspiring leader and the visionary behind the aligned living system. His mission is to empower individuals to find purpose, clarity, and fulfillment in their lives through a holistic integrative approach. Whether you'…
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E79: Navigating Nonprofit Finances, Accounting & Tax Compliance with LaMichelle Hecht
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36:17Today’s episode is about all things nonprofit finance and accounting with LaMichelle Hecht. These are such important topics that a lot of people do not understand, which is why I wanted to bring this conversation to the podcast. LaMichelle is the owner and CEO of Overhead Solutions Group, a CPA firm specializing in accounting assurance and tax serv…
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Driving 9X Growth in a 75-Year-Old Company | Steve Blue
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30:12Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your busines…
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