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Client Code

Carol Kabaale

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The Client Code Podcast helps women entrepreneurs attract, convert, and keep high-value clients without the chaos and with more choice. Real conversations, practical strategies, zero nonsense.
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Learn how to get graphic design clients, price your services confidently, and build a profitable design business that gives you freedom. You’re not meant to chase cheap clients or work nights just to stay afloat. Hosted by Kady Sandel, brand strategist, agency owner, and design business coach helping freelance, brand, and web designers build scalable, profitable businesses. You’ll learn how to: • Get graphic design clients and sell high-value offers • Build systems that simplify your design ...
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The Art of Charm

The Art of Charm

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The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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Hosted by Jeffrey Shaw, author of Sell to the Rich and renowned portrait photographer turned luxury brand strategist, Selling Luxury explores the complex behavior and nuanced mindset of selling to affluent clients. With more than 40 years of firsthand experience serving ultra-high-net-worth individuals, now advising brands that do the same, Jeffrey and his guests reveal what truly motivates luxury buyers, what they value today, how to create unforgettable client experiences, and the strategi ...
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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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The Selling Show with David Newman is an interview-based podcast focused on the intersection of selling, branding, and leadership—geared to a core audience of CEOs, founders, and corporate executives who know that selling isn't just about products or services. It's about selling your ideas, your point of view, and your personal brand to the people who matter most. If you're ready to achieve Market Eminence, amplify your influence, and attract high-value clients, investors, partners, talent, ...
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The Universal Laws of Business

Tess Baghuis | Business and Money Mentor

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Tess is a Dutch entrepreneur living in Iceland, CEO, founder and creator of The Universal Laws of Business and a 6 figure business owner. Tess and her team help high and unique value delivering entrepreneurs create their World of Wealth and break through their ceiling by balancing Personal Development and Business Mastery. "You hold the power to create a universe within the world we live in. Using your business as a tool to express who you are, impact your clients' lives, and build substanti ...
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Goals With Soul

Joanna Ingram

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Welcome to Goals With Soul, the podcast for visionary coaches and healers on a journey to express their unique brilliance and attract high-value clients by building a brand from within. I'm Joanna Ingram, Brand Messaging Consultant and Premium Positioning Guide, blending 20+ years in marketing with intuitive strategy and spiritual alignment. Here, we dive deep into messaging, positioning, offers, and energetics, aligning your marketing with your purpose so you can magnetize clients who reson ...
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I take on the role of an authoritative voice that fearlessly communicates truths drawn directly from my lived experiences. With a genuine sense of ownership, my insights are free from any hidden agendas – they truly belong to the audience. My stories and journey add remarkable value, the key now lies in harnessing its power effectively to help others. My purpose is to create a new residential building industry. My mission is to inspire unshakable self-confidence in my colleagues in the indus ...
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Welcome to "Heart And Profit," where I equip coaches and service providers with the insights and strategies needed to achieve unapologetic success. Each episode is a deep dive into the personal stories, tips, and proven techniques that help you build a thriving high-ticket coaching business. Hosted by Eugene Berezin, "Heart And Profit" blends personal experiences with expert advice, guiding you through the intricacies of developing a strong personal brand and creating high-value services. Yo ...
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The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, ...
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You didn’t start your business to become a full-time marketer—but here you are, juggling content, launches, and visibility on top of everything else. If you're exhausted by marketing formulas that feel pushy or misaligned, this podcast is your permission slip to do it differently. Values-First Marketing is a strategic approach that centers your beliefs, mission, and principles—so your message feels true to you and resonates deeply with the people who already believe what you believe. You won ...
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Ready to master the art of B2B consulting and accelerate your professional journey? Consulting Spotlight brings you weekly insights from the consulting industry's most brilliant minds. Host Michael Bernzweig, founder of Software Oasis, leverages decades of experience connecting top B2B consultants with leading organizations to bring you deep-dive conversations about what really works in consulting today. Each episode features strategic discussions with industry leaders, successful consultant ...
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Build a busy and profitable Virtual Assistant Business with clients you love! Hi, I'm Tracey - The Confidence Coach for Virtual Assistants. I've been helping VAs confidently start and run amazing VAs businesses since 2010 (eek - yes, that's a long time!) and I absolutely LOVE what I do. I've run my own very busy VA business since 1996, and I have had lots of clients in a lot of different industries. I've provided a huge variety of VA services over the years. My business shifted and grew when ...
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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/
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Welcome to The Affluent Buyer Script, the go-to podcast for owners of high-end outdoor product and service businesses ready to attract affluent homeowners and turn leads into luxury-level sales. Whether you’re in landscape design, landscaping, pool installation, outdoor kitchens, luxury patio furniture, landscape lighting, custom pergolas, outdoor media systems, or even copper gutter fabrication—this podcast is for you. Each week, Katy Doss, founder of Script Marketing, shares actionable, pr ...
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This is Higgle: The B2B Sales Club Podcast, where we bring you actionable insights about sales RFPs, Sales Negotiations and difficult Procurement discussions. It's all about helping you win more deals, and hitting your sales quota. We talk to sales leaders, brand leaders and procurement leaders about lessons learnt on their journey to win more sales deals and get better negotiated outcomes. The podcast is hosted by Mike Lander, an ex procurement director and entrepreneur, talking to guests a ...
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401(k) Specialist Podcast

401(k) Specialist Magazine

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401(k) Specialist’s new biweekly podcast series “The 401(k) Specialist Pod(k)ast” provides retirement and 401(k) advisors with tips and strategies to optimize their business and outperform for their clients. High-profile pundits and personalities engage in smart discussions of relevant topics to educate, inform and entertain listeners.
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Ed Gandia, co-author of the bestselling book, The Wealthy Freelancer, reveals how to propel your writing business to the six-figure level (or the part-time equivalent). In this nuts-and-bolts, no-nonsense podcast, you'll discover how to get better clients, earn more in less time, and bring more freedom and joy into your writing business. Ed will walk you through the practical, "doable" systems and strategies he has developed in his own writing business — the same systems he has taught his pr ...
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Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, ...
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The Business of Trust

Moondesk Media, LLC

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The Business of Trust is a show about what really drives growth in today’s trust-starved world: relationships. Marketing has gotten noisy, salesy, and often manipulative. But in the world of high-value services, trust matters more than tactics. And trust isn’t built through funnels or cold emails, it’s built human to human. Hosted by Hugo Sanchez, this podcast explores how coaches, consultants, and business development pros actually win clients—by earning trust, building reputation, and form ...
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The Experienced Entrepreneur

Marissa Lawton | Business Coach for Seasoned Entrepreneurs

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Welcome to the show for seasoned business owners, coaches, and service providers who've been in the game long enough to know that the flashy hustle isn't sustainable — The Experienced Entrepreneur is your weekly refuge. Here, experience is your edge. This is not a show for newbies chasing overnight success; it's a podcast for those who bring wisdom, perspective, and resilience to the long game of entrepreneurship. If you've ever felt unseen in the noise of business marketing, tired of strate ...
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Welcome to The Value Factory Podcast, powered by OneAccord, where we decode the secrets to building substantial, lasting enterprise value for your business. If you’re a business owner, CEO, or leader of a privately held company striving for sustainable growth, navigating complex transitions, or aiming to maximize your company’s worth, this is your essential resource. Hosted by the seasoned operators at OneAccord, The Value Factory delves into the practical strategies and real-world insights ...
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Welcome to Interview Connections! We’re the first-ever and leading podcast booking agency. The Interview Connections Podcast is the go-to show for coaches who want to turn podcast appearances into premium clients. Twelve years ago, in 2013, I started booking my dad (a business coach) as a guest on podcasts because I wanted to be a stay-at-home mom. Fast-forward to today and Interview Connections is a multi-seven-figure podcast booking agency. We’ve booked over 50,000 podcast interviews for m ...
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Red House Productions

Eric Jay & Heidi Kay Begay

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Welcome to our podcasting company, Red House Productions, where we specialize in launching, growing, and monetizing shows for aspiring podcasters. With our commitment to delivering high-quality production value, we empower our clients to make a significant impact within their communities.
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This podcast helps service-based entrepreneurs and business owners scale their businesses in any economy without overworking or overwhelm. The goal is to create an asset you can sell while enjoying life as you build it. Here, you turn your business into a client-attracting gem and become a high-performing CEO. About the Host: Maggie Perotin is the founder of Stairway to Leadership. As an international business and leadership coach, Maggie helps service-based business owners start, grow, and ...
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The Ops Authority

Natalie Gingrich

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You can't ignore the back-end pieces that have to work together and flow smoothly in order to build a brand, grow a movement or disrupt an industry. If the operations side of your business is a mess, putting out fires will always take priority… leaving no room for creative innovation, fun visibility or networking with powerhouse peers (or wannabe peers). If you're soaking up what I'm spilling and are getting a little excited about operations, I invite you to listen to The Ops Authority podca ...
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Inside BS Show

Dave Lorenzo

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Would you like to work with better clients, make more money, and build a business that gives you true freedom? Have you struggled with the loneliness that comes with working long hours and solving the dozens of complex problems you face as an entrepreneur? Do you ever feel like the most valuable business secrets are shared behind closed doors—where only insiders have access? Welcome to The Inside BS Show—your daily invitation to step behind the velvet rope and into the room where real busine ...
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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REAL ESTATE Strategies with RE/MAX Hallmark

REMAX Hallmark, Johnder Perez, Steve Tabrizi, Stories and Strategies

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Real Estate Strategies with RE/MAX Hallmark is the go-to podcast for real estate professionals who are serious about growth, impact, and staying at the forefront of the industry. Designed for top-producing agents and those driven to become one, this podcast offers a smart, high-level look at what’s shaping the real estate landscape today. Hosted by Jessica Ragimov, it offers practical tools & market insights. Real Estate Strategies delivers real value you can apply immediately. Each episode ...
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Being a CRE Agent and Building Passive Wealth at the same time used to be complicated. NOT ANYMORE WITH eXp COMMERCIAL! Learn how eXp Commercial is the Netflix vs old Blockbuster type CRE brokerage model such as Marcus & Millichap, Cushman & Wakefield, JLL, CBRE, Keller Williams Commercial, & Sperry Van Ness. Start building wealth for yourself, your family, and your team (NETFLIX WAY) vs for the BIG corporation and old way of doing things (Blockbuster). Learn how eXp Commercial inspires more ...
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Are you a freelancer eager to grow but struggling with burnout and charging below your worth? This podcast helps freelancers attract high income clients with the most overlooked sales psychology & powerful business principles so you can make MORE money in LESS time. Listen to discover exactly how to brand your business so you are seen as an expert, create value with your services so you can price your fees at a premium, and market effectively to attract clients organically, gaining flexibili ...
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Every product leader has to make them: the high-stakes decisions that define outcomes, shape careers, and don't come with easy answers. The Hard Calls podcast, hosted by Trisha Price, features candid conversations with product and tech leaders about the pivotal decisions that drive great products and the pressure that comes with it. From conflicting priorities and unclear success metrics to aligning teams and navigating executive expectations, you will hear compelling stories and best practi ...
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Are you an ambitious, value-driven female entrepreneur ready to scale your business to seven figures with copy that actually converts? Welcome to 7-Figure Copy with Gina Whitehouse, the podcast for value-driven women who want to attract high-ticket clients, build authority, and grow their business through the strategic use of high-converting copywriting. Hosted by Gina Whitehouse, your expert go-to conversion copywriter who understands the challenges of scaling without sacrificing your time, ...
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Convergence.fm

Ashok Sivanand

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Welcome to the Convergence podcast! I'm Ashok Sivanand and I've created the Convergence podcast to help you build the most engaged product teams who can ship the most successful products. My passion for products and timing stems from a combination of my working in Japanese manufacturing, building IoT software products for lean manufacturers, and working at industry powerhouses in product like Pivotal Labs. This passion led to founding Integral in 2017, a product engineering consultancy that ...
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On The Breakthrough Message Show podcast, your host, Fabi Paolini shows high-ticket coaches, consultants, business owners, and experts how to create a premium message that attracts premium clients online by developing their Angle of Mastery. We cover everything from branding, messaging, marketing, personal development, and more. We love sharing unique perspectives and stories that can positively impact the world.
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Join Keith Goeringer on the Referral Boss podcast, where mastering referral strategies is the name of the game! Discover how to build authentic, high-value relationships that generate steady referrals, without feeling pushy or salesy. Using the proven CONNECT Framework, Keith delivers actionable insights and practical advice for loan officers and real estate professionals eager to create lasting partnerships. Whether you’re new to the industry or a seasoned pro, this podcast will help you un ...
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I’m Anne Bachrach and for over 27 years I’ve been best known as The Accountability Coach™. Some even have called me The Accountability Pit-Bull™. Did you know that the #1 reason people don’t get what they want is lack of accountability? If you want to make more money, work less, and enjoy even better work life balance, The Accountability Minute is perfect for you. Are you sick and tired of your business just making you sick and tired? You know the drill. You invest a lot of time in building ...
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Sharpe Pritchard

Sharpe Pritchard

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Sharpe Pritchard Solicitors and Parliamentary Agents. We combine expert legal advice with a high level of client service and have developed an outstanding reputation for our public law work. We build close working relationships with our clients and provide added value at every step. This podcast is the next step in building our relationships, delivering relevant content directly to you, the listener. Please subscribe to the Sharpe Pritchard podcast to receive our latest updates.
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The Legal Truth

Dirk J. Derrick

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Car accidents, motorcycle accidents, trucking accidents…These injuries knock you right off your feet. And sometimes it can seem like a long and painful road to get back on track. When it comes to choosing a personal injury lawyer, you need a lawyer who will listen to you, fight for you, and treat you like family. At Derrick Law Firm Injury Lawyers, we’ve been standing up for injured clients and helping them get what they deserve in South Carolina since 1991. We focus on personal injury law e ...
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Quit your toxic nonprofit job and replace your full-time income while writing grants part-time, from home! Join our students in the Freelance Grant Writer Academy to create Financial Stability and Flexibility through writing grants for causes you are passionate about: https://grantwritingandfunding.com/freelance-grant-writer-academy World-renowned grant writing expert and Amazon bestselling author Holly Rustick provides coaching that helps new and experienced grant writers replace their full ...
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This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap. This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkee ...
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Roger Knecht is joined by Marie Torossian, founder of The Profit Lab, to discuss strategies for accounting professionals to grow successful businesses on the latest episode of Building the Premier Accounting Firm. They cover topics from differentiating services like CFO advisory and coaching to attracting high-value clients with strong growth minds…
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Today, we are talking about Tip #1 for helping you find meaning in your work, which is: Choose a New Career Path or Expand Your Firm. Maybe it’s time to try something new? You may be an adventure-type and find boredom in routine and monotony. Try a new career path that engages your interests to reignite your passions. It may not require a complete …
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On this episode of The Inside BS Show, Dave Lorenzo breaks down how professionals can stand out in the age of artificial intelligence without losing credibility, voice, or trust. AI is rapidly becoming table stakes for content creation. Anyone can generate articles, posts, and even books with a prompt. What AI cannot do is original research. It can…
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A former IRS agent breaks down the red flags, revenue thresholds, and compliance work that advisors can’t ignore. The Concierge CPA With Jackie Meyer For CPA Trendlines The Concierge CPA hosts a deep dive into captive insurance planning this week, as host Dr. Jackie Meyer, CPA, and guest Vardan Pogosian, CPA, unpack both the risk-management foundat…
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Join us for an insightful episode of Level Up as we sit down with Jess from ClimaSure to explore the world of building biology and healthy home construction. Discover how proper building practices, moisture management, and ongoing education can make a difference in the quality and health of our homes. Jess shares her journey, expertise, and practic…
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Since you've been in business for a while, you already know that "getting more leads" isn't the be-all-end-all solution some coaches say it is. The real challenge is knowing what kind of leads you're attracting, where they're coming from, and whether your lead flow is actually supporting sustainable business growth — or quietly working against it. …
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What happens when brilliant delivery is no longer enough to keep clients loyal? It's time to explore what truly drives sustainable agency growth by unpacking two decades of relationship data with Emma Hillary, Head of Growth & Marketing at Verity Relationship Intelligence. We focus on why great work alone no longer guarantees retention, even when c…
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AJ and Johnny close out the year with The Best of 2025 — sixty minutes of the most replayed, talked-about moments that defined the year on The Art of Charm. Five powerful themes — no fluff, just the tools that changed how thousands of listeners connect and communicate. From making people feel seen and breaking past small talk to influencing without…
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Send us a text Behavioral research shows 3 key reasons business goals slip: lack of structure, shallow motivation, and relying on willpower instead of systems. Maggie shares how to build a simple plan and weekly rhythm that keeps you consistent. What You'll Learn How to turn vague goals into clear targets + weekly actions Why your WHY matters more …
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Feel like something is missing in your career or job? You’re not alone. It’s not uncommon for business professionals to feel like something is missing in their work, even when things appear to be really good. Is it possible to find success and meaning again? Well, of course it is! Over the next 7 days we will review 7 tips to help you find meaning …
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Transparency, empowered administration, and intentional tech design separate advisory leaders from firms stuck in task work. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Client Accounting Services (CAS) has moved well beyond bookkeeping. For firms serious about advisory, CAS is now a fundamentally different o…
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In this episode of Consulting Spotlight, host Michael Bernzweig welcomes Jed Morley from Backstory Branding. They discuss the importance of message market fit and how it can help SaaS companies achieve growth. Jed shares insights on strategic communication, brand strategy, and the process of aligning messaging with market needs. The conversation al…
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In this episode, host Michael Bernzweig interviews James Hipkin from Red8 Interactive, a marketing expert on a mission to demystify marketing. They discuss the shift in marketing strategies needed to address modern buyers, particularly millennials and Gen Z, who require a different approach than previous generations. James highlights the importance…
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The entrepreneurs who learn to leverage AI are gaining a serious edge over their competition. They’re scaling faster, doing more with less, and creating better experiences for their clients. Meanwhile, those who resist or delay are stuck in the grind, working harder than they need to keep up with outdated methods that simply don’t work as well anym…
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The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Artificial intelligence is no longer a side project in accounting. It is the main event. The largest firms are moving aggressively, clients are asking sharper questions, and expectations around speed, accuracy, and insight continue to rise. In the l…
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Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to mak…
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In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustra…
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Happy New Year! Let’s explore three ways in which you will benefit by taking action sooner rather than later. 1. You will be seen as a go-to, take charge person. Your actions will activate a flow of information from colleagues. 2. When you take action, you’re eliminating procrastination and moving past techniques that don’t work or won’t help you c…
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In this episode of Consulting Spotlight, host Michael Bernzweig welcomes Matt Bailey, a digital marketing expert and founder of SiteLogic. They discuss Matt's journey from real estate to digital marketing, the importance of data analytics, and how to effectively communicate data insights to stakeholders. Matt emphasizes the need for intentional dat…
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This episode pulls back the curtain on something most professionals get completely wrong: why books are written, how they really get published, and what actually creates authority with high-net-worth clients. On this Friday edition of the Inside BS Show, Dave walks listeners behind the scenes of his fourth book, The High Net Worth Advisor, and expl…
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It accelerates advisory work, but only if firms rethink pricing and risk. Gear Up for Growth With Jean Caragher For CPA Trendlines On this episode of Gear Up for Growth, host Jean Caragher sits down with John Higgins, founder and CEO of Higgins Advisory, to explore how ChatGPT and generative AI are reshaping advisory services, pricing models, and t…
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Send us a text Happy New Year, Diamond Effect Podcast listeners. In today’s first episode of 2026, we’re talking about goals—but not in the fluffy, “new year, new you” way. We’re focusing on the mindset that actually helps you follow through past January… and definitely past February. Because setting goals isn’t just about writing down a number. It…
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“What the New Year brings to you will depend a great deal on what you bring to the New Year.” This is a great quote by Vern McLellan. We all have 365 days in a year. The only difference between the successful people and the mediocre is what we do with each day. We all spend every second of every day doing something. Are those activities moving you …
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Nobody Gives a Sh*t About You. And That’s Exactly Why You’re Stuck. If your content sounds like a diary entry, this episode is your wake-up call. In the first Inside BS Show episode of 2026, Dave Lorenzo comes back swinging with a blunt, uncomfortable truth most professionals refuse to accept: clients do not care about you. They care about results.…
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Less legacy infrastructure could mean faster adoption and outsized opportunity. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In their New Year’s episode, the hosts of Accounting ARC do something many industry commentators avoid: they revisit last year’s predictions, mark what proved accurate…
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If you do not achieve your business plan's goals or exceed its original specifications, these can be indicators to produce an updated plan. You also want to regularly consider where your business is compared to what you designed your business plan to handle. This basically means you need to have key performance indicators that you track every month…
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Freelancers are great at pushing through. We hit deadlines, juggle clients, and squeeze productivity out of thin air. But here's the truth many of us avoid: Our physical health often pays the price. In today's episode, we're talking about the side of freelancing that rarely gets airtime — the slow erosion of our health when the business becomes the…
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Firms that treat communication as strategy—not admin—move faster, scale smarter, and keep trust intact. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines On this episode of MOVE Like This, host Bonnie Buol Ruszczyk explores a deceptively simple question with Alice Grey Harrison, founder of AGH Consulting: Why do so many firm transformatio…
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Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolvi…
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It may seem obvious but updating your mindset is just as important as updating your success game plan. The two go hand in hand, and if you only focus on one, you're going to miss out on growth opportunities for yourself and your business. Even if you are not in the habit of regularly updating your business plan, you need to be thinking about what's…
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If you’ve ever said, “We just need more leads,” and then jumped into posting on Instagram, launching an ad, or updating your website without a real plan—you’re not alone. But that quick-fix approach? It’s likely costing you thousands of dollars and hours of time. In this episode of The Affluent Buyer Script, host Katy Doss of Script Marketing unpac…
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Join the FREE, LIVE Training, "How to Make $10K/Months Writing Grants from Home in 2026 (No degree, No Experience, No 40-Hour Work Weeks)" on Wednesday, Jan. 21st from 4:30 pm - 6 pm EST. Register here: https://grantwritingandfunding.com/academy-webinar In this episode, Holly breaks down the top 11 trends freelance grant writers must lean into in 2…
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2026 is going to separate designers who lead from designers who get replaced. I am seeing clear shifts in how clients hire, what they value, and what they are willing to pay for. AI is changing the industry fast, but not in the way most designers think. In this episode, I am sharing my real predictions for 2026 based on what I see inside my own age…
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I Lost Everything: The Spiritual Pivot That Saved My Business I hit rock bottom in my business. My Q4 was disastrous, I had to let go of support staff, and I faced a complete identity crisis. This is the raw, transparent story of losing everything and the one profound spiritual shift that not only saved my business but redefined my true purpose. Af…
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SALY isn’t useless—but it shouldn’t be lazy. The Disruptors With Liz Farr Audit has spent decades digitizing the past—paper binders moved to the cloud, workflows wrapped in prettier software, and manual testing dressed up as “innovation.” According to Jin Chang, that’s not transformation. It’s inertia. Chang knows because he lived it. Early in his …
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Today we are talking about proven idea #3 of the 3 ideas for helping you to work smarter and not harder, which is to Limit Yourself To A Few Top-Tier Tasks Per Day. We’ve all been there – staring down the barrel of a task list that is laughably long. The trick to harnessing a work-smarter attitude is to structure your week such that you are only ta…
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Send us a text In this Maggie’s Moment, Maggie shares one of her biggest lessons from 2025: the more value you create, the more it comes back—often in unexpected ways. She also reminds you not to rush into 2026 on autopilot, and invites you to join Design Your Success 2026 on Jan 13–14 (because planning in January is still better than not planning …
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Reach out to me on Instagram :) In this heartfelt podcast, Tess Baghuis shares her personal journey through motherhood, loss, and the challenges of balancing her business. She reflects on her experiences of feeling isolated as a new mother, navigating the grief of losing her best friend, and the lessons learned along the way. Tess emphasises the im…
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Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement income strategies—and especially various types of annuity products—can shape participant outcomes in a world of longer lifespans and ongoing market uncertainty. In this episode of the 401(k) Specialist Pod(k)ast, Editor-in-Chief Brian …
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New repayment rules and borrowing caps are forcing a rethink of long-term planning. By Rory Henry CFP®, BFA™ For CPA Trendlines Student loan debt has quietly outgrown its stereotype. What was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. Parents nearing retir…
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Discover how the latest Australian building code changes will impact builders, with expert insights on condensation management, cavity ventilation, and healthy home construction. Join us and Nick from Highwood Products as we break down NCC 2025 updates, best practices, and practical tips for building safer, healthier homes. Perfect for builders, co…
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