Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Financial Consulting Podcasts

show episodes
 
Artwork

4
In Her Ellement

Boston Consulting Group BCG

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
AI and digital expert Suchi Srinivasan and fintech practice leader Kamila Rakhimova from Boston Consulting Group (BCG) talk to the women at the vanguard of business, digital, and technology. They’re digging into how these powerhouse leaders got where they are—everything from the joy of projects gone right to the realities of family responsibilities. And crucially, asking: what was that moment you knew you weren't merely getting there...you had arrived? That's when you know you're in your ele ...
  continue reading
 
Artwork

1
The McKinsey Podcast

McKinsey & Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
  continue reading
 
Artwork

4
Margin Maximizers

Resonance Media Agency

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
  continue reading
 
Welcome to the Investing For Doctors podcast. Here we talk about personal finances, investing, wealth creation, accounting, and personal development that will aid you in your life journey as a doctor. Please note that the information provided in this podcast is for educational and entertainment purposes only. The content should not be considered as financial advice and your personal situations have not been taken into account. Before making any financial decisions, we strongly recommend cons ...
  continue reading
 
Artwork

1
The Clued-Up Consultant

Blokes With Beards Talking Business

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Run your own consulting business? This is the podcast for consultants, freelancers and contractors to ensure that you are getting the most out of your business, and to help you avoid expensive mistakes. Hosted by Accountant; Alan Broome, Business Lawyer; Mark Maclean and Financial Adviser; Chris Thompson we talk about everything under the sun related to running your business smoothly.
  continue reading
 
Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
  continue reading
 
Artwork

1
It's Personal Finance Canada

Christine Conway, Cameron Conway

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
  continue reading
 
Artwork
 
Welcome to AfriPathVoices, the podcast for bold, visionary diaspora investors ready to turn their dreams into thriving businesses across Africa. Hosted by the team behind AfriPath Consulting, each episode dives deep into the real opportunities, challenges, and success stories shaping Africa’s modern business landscape.
  continue reading
 
Artwork

1
Consulting Success Podcast

Consulting Success

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
  continue reading
 
Artwork
 
We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
  continue reading
 
Artwork

1
MDRT Podcast

MDRT Podcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
  continue reading
 
Artwork

1
Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
  continue reading
 
Artwork

1
The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
  continue reading
 
Artwork

1
PSG Financial Services

PSG Financial Services

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
  continue reading
 
Artwork

1
RegTalks

Know Your Customer

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
An interview podcast dedicated to the ever-evolving world of RegTech and financial regulations with Know Your Customer's CEO and co-founder Claus Christensen.
  continue reading
 
Artwork

1
The Minor Consult

Stanford Medicine

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Minor Consult explores leadership with innovators, changemakers, and risk-takers. Hosted by Stanford School of Medicine Dean Lloyd Minor, MD, the podcast convenes top minds from across fields to share their perspectives, impart lessons from their careers, and discuss the complex challenges leaders face today. Through their conversations, Dr. Minor unearths the qualities and skills that leaders need to succeed in turbulent times. Dr. Minor has served as Dean since 2012 and is also a profe ...
  continue reading
 
Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
  continue reading
 
Artwork

1
Financial Perspectives

CFA Society San Francisco

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
  continue reading
 
Artwork

1
Advisor Talk with Frank LaRosa

Elite Consulting Partners

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
  continue reading
 
Join host David Maher as he interviews professionals, entrepreneurs, & other fascinating people to explore the intersection of money, leadership & faith. In 2012 David founded Right Brain Insights - www.rightbraininsights.com - a consulting company providing fractional CFO services to independently owned industrial, manufacturing & trade service businesses. This podcast is for general information only and does not constitute professional and/ or financial advice. Always seek advice specific ...
  continue reading
 
Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
  continue reading
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
  continue reading
 
Artwork

1
The ifa Show

Momentum Media

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
  continue reading
 
Artwork

1
i want what SHE has

Theresa Lyn Widmann

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
  continue reading
 
Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
  continue reading
 
Joshua Belk and his firm, Lodestar Tax and Consulting has been specializing in tax consultation, planning and preparation, business consultation and structure, and fractional CFO services since 1998. In addition to helping businesses and business owners reach their financial goals, Josh also helps to educate them in the complex matters of the business world which at times can be tedious for a business owner.
  continue reading
 
Artwork

1
The AC Method

Aaron Clippinger

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
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 ...
  continue reading
 
Artwork
 
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 ...
  continue reading
 
Artwork

1
What Matters

MA Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
'What Matters' is back for season two! This MA Financial podcast series offers listeners unique access to our experts and their insights – across alternative investments, lending and corporate advisory – to help keep you informed. Subscribe and follow the podcast today! This information in this podcast series is being made available for MA Financial Group Limited (ACN 142 008 428) and its related bodies corporate (“MA Financial”) for informational purposes only and reflects the views of its ...
  continue reading
 
The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
  continue reading
 
Artwork

1
The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
  continue reading
 
Artwork
 
D-Risk!: Smart Investing for the Real World Welcome to D-Risk!, the podcast that cuts through market hype to bring you clear, research-backed investing insights. Your host, with a background in finance and data, simplifies complex economic trends and stock analyses, focusing on strategy and clarity over quick tips. This is about making informed decisions to reduce risk and grow your money. While the voice is AI-generated for consistency, the analysis is 100% human-driven. Let's de-risk your ...
  continue reading
 
Artwork

1
The PLΔNNING Podcast

IMC Financial Consulting

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Your financial future depends on your ability to manage your money and put it to work. You only have two real sources of income: the work that you do to bring home a paycheck and the work your money does for you. Long-term financial security doesn’t happen by chance. Many things in life can have an impact – positive or negative – on your financial well-being. We are here to help you take control of your future. Together, through intentional guests and dialogue we’ll identify your most import ...
  continue reading
 
Artwork

1
Seven Figure Consultant with Jessica Fearnley

Jessica Fearnley | LinkedInTopVoices 2019 Entrepreneurship & Small Business

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Welcome to the Seven Figure Consultant Podcast, your ultimate resource for transforming your consulting business from "booked up and burned out" to thriving as the CEO of a seven-figure enterprise. Jessica Fearnley, a renowned Business Coach and LinkedIn Top Voice, guides you on a journey to discover how you can significantly boost your income while working smarter, not harder. Are you tired of content that doesn't quite fit your unique consulting niche? Look no further. The Seven Figure Con ...
  continue reading
 
Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
  continue reading
 
Artwork

1
The Purposeful Investor

Aden Wilkins & David Andrew

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
  continue reading
 
Welcome to From Stuck to Successful, where we show you how to unlock your business's growth to get to your next big thing. As a business owner, you know you should be growing your business, but how? This is the podcast that shows you how to eliminate barriers that are holding you back. We believe that roadblocks limit your success, stifle your growth, and prevent you from the financial and emotional success that you deserve.
  continue reading
 
Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
  continue reading
 
Artwork

1
The Truth About Wealth

John Parise and Michael Parise

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
  continue reading
 
Loading …
show series
 
Get ready for a deep dive into the fascinating world of stock analysis with D-Risk! In this episode, we're putting D-Wave Quantum (QBTS) under the microscope. We'll explore why Wall Street analysts are bullish on this quantum computing innovator, while the cold, hard numbers on its balance sheet tell a very different, and potentially terrifying, st…
  continue reading
 
We talk about the trend of charity for likes before getting into a chat on retirment. Does anyone want to retire these days? What does it even look like? The shape of 'retirement', the next chapter, or whatever you want to call it is often very different for freelance folks who have more control over their own destiny. Any Q's or future topic reque…
  continue reading
 
On this episode of D-Risk, we dissect the high-stakes world of Rigetti Computing (RGTI), a stock that embodies the tension between a compelling futuristic story and a challenging financial reality. We break down the trifecta of recent bullish news, a new partnership, a powerful quantum computer launch, and a massive capital raise, that has captivat…
  continue reading
 
Carl Slabicki, Executive Platform Owner, Treasury Services, BNY What does the cybersecurity landscape look like now? What should banks around the world be doing to tackle fraud? Everyone agrees the key could be data sharing but how can we make this happen? Robin Amlôt of IBS Intelligence discusses the role of AI as an accelerator and a tool for goo…
  continue reading
 
Preetha Pulusani, Chief Executive Officer, Deep Target Financial institutions could be sitting on a proverbial gold mine of data – yet most banks and credit unions fail to leverage these assets effectively. That failure leaves a strategic resource that offers tremendous growth potential underutilised! Robin Amlôt of IBS Intelligence speaks to Preet…
  continue reading
 
In this episode of The Purposeful Investor, Aden sits down with Andrew Nuttall from New Zealand to explore what it truly means to face your own mortality and live to tell the tale. Andrew shares his remarkable near-death experience, the life lessons it inspired, and how it shaped his views on family, financial security, and the real meaning of weal…
  continue reading
 
I chat with Les Schlesinger, Owner at Auto Insurance Consulting, he has 35 years of experience in all aspects of the Auto Insurance space and is now offering that expertise to carriers, MGAs, etc who need help in Product, Marketing, Claims, Litigation, etc. Les Schlesinger: https://www.linkedin.com/in/les-schlesinger-039a3510/…
  continue reading
 
On this episode of D-Risk, we dissect the latest Intel (INTC) news: a historic $8.9 billion agreement with the U.S. government that puts the company at the heart of a national strategy. We explore the powerful, long-term implications of this deal versus the immediate skepticism from Wall Street analysts and a conflicting technical picture. Join us …
  continue reading
 
On this episode of D-Risk, we analyze why Snowflake (SNOW) is experiencing a post-earnings blizzard of investor enthusiasm. We break down the conflict between the company's spectacular revenue and earnings beat and its stretched valuation. With a deep dive into the massive surge of buying volume, shifting technical indicators, and bullish sentiment…
  continue reading
 
On this episode of D-Risk, we dive into the latest market shake-up, analyzing why leading cybersecurity company CrowdStrike (CRWD) faced a significant after-hours drop despite a stellar earnings beat. We break down the fundamental conflict between strong past performance and cautious future guidance, examining the bearish technical trends, market s…
  continue reading
 
In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…
  continue reading
 
In this report, we review Harmony Gold’s most recent released statement on production, grade, and cost guidance for FY25. The information includes: Harmony Gold expects to meet FY25 guidance on production, grade, and costs. FY25 production expected between 1 400 000 and 1 500 000 ounces (in line with guidance). All-in-sustaining costs (AISC) to fal…
  continue reading
 
With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
  continue reading
 
Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/ Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think. And none of them …
  continue reading
 
Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…
  continue reading
 
Chief marketing officers are vital to strategic decision-making, but increasingly, they’re being left out of the discussions that matter most—to the detriment of both customers and growth. “Kelsey and I are on a singular mission to bring CMOs back,” McKinsey Senior Partner Shelley Stewart III said recently, referring to Senior Partner Kelsey Robins…
  continue reading
 
In this episode, we’re once again joined by Roger Wheelahan, Managing Director and Financial Adviser at Smart Financial Services. Roger explains why mid-career is one of the riskiest times financially for doctors — your income is higher, your responsibilities are stacked, and small mistakes can now cost six figures. We break down the most common mi…
  continue reading
 
Tony chats with Lucas Roberts, Wholesale Broker at Anzen Insurance, they aim to offer the best technology combined with the best wholesale broker offering Cyber, Specialty Commercial, E&O, D&O and EPLI. Their software analyzes submission data and allows sending to various markets in one click while still having a broker that can really walk you thr…
  continue reading
 
On this episode of D-Risk, we analyze Tesla's stock, asking if its powerful rally is fueled by innovation or just a cloud of hype. We cut through the noise, contrasting the company's strong PR and operational momentum with a troubling long-term valuation that has Wall Street analysts cautious. While the macro environment is hesitant, market sentime…
  continue reading
 
On this episode of D-Risk, we dissect SoFi Technologies, a fintech stock that has surged over 240% in a year, to determine if its rally has staying power. We explore the central conflict between the company's strong operational momentum and a valuation that our models suggest is far too high. The analysis dives into a divided Wall Street, a bullish…
  continue reading
 
This episode of D-Risk offers a no-nonsense breakdown of Opendoor Technologies (OPEN) for August 27, 2025. We analyze the stock's massive disconnect between a grim fundamental valuation and its powerful, momentum-fueled rally. We explore the deep divide in market sentiment—highly bullish options activity versus a huge number of short-sellers—and br…
  continue reading
 
Ever feel like your passion is actually… burning you out? This week, we're diving deep into the often-unseen downsides of passion-driven work with licensed mental health therapist and entrepreneurial wellness specialist, Jennifer Gray. We explore how that fiery drive can unknowingly fuel overwork, blur your personal identity, and even make you blin…
  continue reading
 
In this episode of the 'On The Tape' podcast, host Danny Moses, along with Porter Collins and Vincent Daniel, discuss several key topics in the financial markets. They start with a discussion about the newly launched "What Are We Doing" Substack newsletter, sharing insights into their process of delivering valuable content. The conversation covers …
  continue reading
 
This week we tackle three connected themes: your health, how you get care, and how you pay for it. Highlights: Health first: Sleep, Diet, and Exercise, in that order Healthcare in practice: Great for acute care – not great chronic illness! Paying for care: Traditional insurance, high-deductible plans with HSAs, or Christian healthcare sharing minis…
  continue reading
 
In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host Keith Ford to explain the importance of childhood trauma policies, how they can help parents through a child’s significant health issues and why more advisers should be keeping them top of mind for their clients. Gregory details the benef…
  continue reading
 
High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…
  continue reading
 
CEG Insights recently interviewed more than 1,000 elite financial advisors to answer a vital question: What are the top financial advisors in our industry doing that sets them apart and empowers them to succeed at such a high level? Here’s what we found—along with strategies to implement that can put you on a path to the next level of success. Watc…
  continue reading
 
Hear from Tanya Suba-Tang and Bahman Mirzaee as they discuss the current challenges and opportunities facing endowments and foundations within the investment landscape. Mirzaee, in his capacity as a principal at Mercer, delineates the various types of organizations that fall under the purview of endowment and foundation management, including educat…
  continue reading
 
In today's episode, D-Risk analyzes the tense setup in NVIDIA's stock just one day before its critical earnings report. The company is a bundle of contradictions: it's rolling out a blitz of groundbreaking product innovations and enjoys overwhelmingly bullish sentiment from options traders, with short-sellers nowhere in sight. However, this optimis…
  continue reading
 
In today's episode (August 26, 2025), D-Risk tackles one of the market's most divisive stocks: Palantir. We explore the massive conflict between the company's powerful narrative and its concerning numbers. On one side, you have a beloved AI leader with bullish analyst ratings and optimistic market sentiment. On the other, you have a fundamental val…
  continue reading
 
In today's episode (August 26, 2025), D-Risk dives into the conflicting signals surrounding Meta Platforms. The company's powerfully bullish fundamentals, backed by glowing analyst ratings, are clashing directly with a weakening short-term technical picture that suggests caution. Is this a classic buy-the-dip opportunity or a warning sign for what'…
  continue reading
 
Dr Leon Schreiber: Minister of Home Affairs Facilitated by Alishia Seckam: Broadcast and financial journalist. Dr Leon Schreiber is the Minister of Home Affairs and a Member of Parliament for the Democratic Alliance. Prior to his appointment as Minister in June 2024, he served as Shadow Minister of Public Service and Administration, as a Whip in th…
  continue reading
 
The One Big Beautiful Bill Act (OBBBA), signed into law July 4, made the opportunity zone (OZ) incentive a permanent part of the Internal Revenue Code. In this episode of the Tax Credit Tuesday podcast, Michael Novogradac, CPA, and Novogradac partner Jason Watkins, CPA, review the changes to OZs instituted by the OBBBA. They explore the Opportunity…
  continue reading
 
This month on the Feminine Frequency with Jennifer Mulak, we sit down with a dear friend Beth Carestia. Living in the Hudson Valley for almost two decades Beth has come to love our vibrant and diverse community. Local Tarot Reader, proud O+ Alum performer with The Goddess Party and soon to be the MC for the O+ Festival Comedy Show second year runni…
  continue reading
 
Welcome back to Belk on Business! I’m Josh Belk, and in this episode, we’re continuing our series on the recent legislative updates within the “Big Beautiful Bill.” Today, I’m breaking down two major topics that will impact a wide range of business owners: updates to the Research & Experimentation (R&E) credit, and new thresholds and requirements f…
  continue reading
 
Wilson Molina is the founder and principal broker of Molina Realtors & Molina General Contractors, a Minnesota-based firm he launched in 2013. A licensed real estate broker and contractor, Wilson brings a rare blend of hands-on building experience and savvy real estate acumen to every client. Over the past decade, he has guided buyers and sellers w…
  continue reading
 
Tony Chats with Dan Hill, National Director of Sales at CarFax, you probably think of CarFax as the people who get you a report on a used car before you buy it but for the insurance world they do a lot more! Dan Price: https://www.linkedin.com/in/danghill/ CarFax: https://www.carfaxforinsurers.com/ Video Version: https://youtu.be/3CepVh9BO7o…
  continue reading
 
In this episode, host Molly Beyer defines what a small business is and just how many small businesses exist, in order to illustrate how many fail and why. When statistics say that one in three small businesses won’t make it past the two-year mark, what is the common denominator there? Molly explains that 82% of failures come down to one root proble…
  continue reading
 
Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…
  continue reading
 
Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: Get Expert Insights into Your Consulting Business: Claim Your FREE Growth Session Now! Want to get personalized feedback and actionable insights on your consulting business from sea…
  continue reading
 
In this week’s episode of the Seven Figure Consultant Podcast, originally broadcast in August 2024, I interviewed my wonderful client, Amanda HarNess, an executive coach specialising in leadership development. Amanda shared her journey from working as an occupational therapist to becoming a successful business owner and coach, adapting and transfer…
  continue reading
 
Most advisors fail at transitioning their practice because they try to fix the old model instead of building the new one.In this episode, I show you exactly how to move from a legacy transactional business to a modern advisory model—without blowing up what you already have. Using a client’s 36-month journey from 95% transactional to 95% advisory, I…
  continue reading
 
In this episode of the Beyond Consulting podcast, Christian Moldenhauer speaks with Martin Bitmead, Director of Range Space Merchandising at Holland & Barrett. They discuss the journey of retail transformation, focusing on customer-centric strategies, optimizing retail space, and the importance of understanding customer needs. Martin shares insight…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play