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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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VDO.AI is a global advertising technology innovator, delivering intelligent, high-impact solutions that deliver real business value for brands. The company leverages advanced technology to deliver exceptional value through innovative data-driven solutions that deliver measurable results.
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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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VDO.AI is a global advertising technology innovator, delivering intelligent, high-impact solutions that deliver real business value for brands. The company leverages advanced technology to deliver exceptional value through innovative data-driven solutions that deliver measurable results.
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Freelance to Freedom: Attract High Income Clients, Create an Expansive Mindset & Overcome Business Burnout

Kiri Mohan | Inspired by Jenna Kutcher, Amy Porterfield, Glennon Doyle, Brené Brown

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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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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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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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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes©? Or a seasoned vet ready to shake up your playbook? Since 2019, hosts Jason Feltman and Craig Pretzinger have delivered no-holds-barred strategies for sustainable growth. With decades of experience building top-performing agencies, they cut the fluff and drop hard-won insights, raw tactics, and unfiltered conversations to help you dominate your market and win big.
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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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Content Lounge Podcast

Virginia de Assis

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Content Lounge is an online education space and high level copywriting agency to help female entrepreneurs communicate their value, sell their expertise, and create next level income, impact, and freedom in their life - without the hustle. Because we know that you can make massive amounts of money while living your best life. These short, 25 minute episodes are filled with actionable advice and real, vulnerable stories to help you answer questions like: * What should you really post to socia ...
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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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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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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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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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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 Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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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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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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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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🎙️ The Listing BEAST with Brendan Bartic – The podcast for top agents who know working smarter beats working harder every time. Let’s be real—most agents are stuck in the grind, chasing leads and working harder for less. The best agents? They’ve cracked the code on getting paid more without working more. 🔥Earn more without adding more deals by proving undeniable value to your clients. 🔥Create clients for life with a strategic plan that makes people feel special at scale. 🔥 Build an endless l ...
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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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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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Welcome to The Painters Circle, the ultimate podcast for painting business owners looking to elevate their operations and achieve lasting success. If you're struggling to scale your painting business, manage a growing team, or attract high-quality clients, this is the show for you. Hosted by industry experts, we dive deep into proven coaching, consulting, and mentoring strategies that help painting business owners build more profitable, stress-free operations that run smoothly even without y ...
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Hi and welcome to SelfKind with me, Erica Webb. This is a podcast for Highly Sensitive People (HSP) who want to navigate the tricky bits of their sensitivity with more ease, while finding their sensitivity super powers. Here, we're all about being, living and moving through a lens of self compassion and kindness. As your host, I meet you as a fellow HSP. I know what it's like to feel like things are too loud, too bright and just ... too much. In my work as a registered counsellor and mindful ...
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Join renowned entrepreneur, speaker, and property investment expert, Zaki Ameer, Founder of DDP Property on a transformative journey to unlock your full potential and achieve unparalleled success. In "The Success Blueprint," Zaki shares invaluable insights, practical strategies, and real-life experiences that will empower you to take charge of your life and reach new heights in business and personal growth. Each episode delves into key principles of success, from mastering the art of propert ...
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Embodied CEO

Emily Hirsh

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MARKETING THAT ACTUALLY WORKS. If you're an entrepreneur looking for business growth strategies, takeaways on what’s working right now, and deep conversations that reveal everything from business to leadership to being a CEO and parent…this show is for you! I'm Emily Hirsh, CEO of Embodied Marketing. My team manages millions in advertising spend and has helped generate over $132M+ for businesses like Amy Porterfield, Mel Robbins, and Marie Forleo. I'm sharing the same proven strategies we us ...
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The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Hold ...
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Thrive Podcast for Florists is the go-to show for floral designers who are ready to simplify their marketing, sell with confidence, and build a profitable flower business — without the second-guessing. Hosted by Kathleen, Business & Sales Strategist for Florists, each episode delivers real-world strategies, mindset shifts, and behind-the-scenes insights to help you attract better clients, price with clarity, and grow your floral design business with confidence. Whether you dream of more high ...
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Welcome to Deal-by-Deal, a Podcast by McGuireWoods. Deal-by-Deal invites you to conversations with experienced independent sponsors and other private equity professionals. Join McGuireWoods partners Greg Hawver and Jeff Brooker as they explore middle-market Private Equity M&A to provide you with timely insights and relevant takeaways. McGuireWoods is a full-service firm providing legal and public affairs solutions to corporate, individual, and nonprofit clients worldwide for more than 200 ye ...
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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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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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Are you a gym owner, personal trainer, or wellness professional looking to grow your business by attracting more clients over 50? Welcome to The Optimal Aging Podcast — your go-to resource for marketing, messaging, and member retention strategies tailored to the powerful 50+ demographic. Hosted by Jay Croft, founder of Prime Fit Content and longtime fitness writer, this podcast delivers real-world tips, expert interviews, and smart content strategies to help you: Stand out in a crowded fitne ...
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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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The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact. Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whet ...
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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 Johnder Perez and Steve Tabrizi, it offers practical tools & market insights. Real Estate Strategies delivers real value you can apply immediatel ...
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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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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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President of Growth Amplifier, Kara Prior, interviews successful attorney-marketers to uncover what's working, what's not, and how you can get on a similar path to growth. This weekly podcast has become a go-to resource for attorneys seeking to build and scale their practices through innovative marketing strategies. Host Expertise & Background As host of the popular Grow With Kara Show, Kara has interviewed more than 60 high-profile attorney-marketers. She brings over a decade of experience ...
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The Fuel Podcast

Keith Smith

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Welcome to The Fuel Podcast, your ultimate guide to understanding the captivating world of creative marketing and how agencies manage to drive growth. Hosted by Keith Smith, a seasoned creative agency new business leader, this podcast aims to unravel the mysteries behind the success of creative agencies worldwide. From crafting memorable brands to forming efficient teams and attracting clients, we dive deep into the art of creative marketing. We explore the essence of creativity in the realm ...
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Welcome to the Creative Business Mindset podcast, where creativity meets business strategy, and passion turns into profit! Hosted by Joké Durojaiye, a busy mom of three and serial entrepreneur, the podcast delves into the raw realities of building a business and navigating life. I help creative entrepreneurs make money doing what they love—without working around the clock or losing themselves in the process. If you're ready to stop winging it and start building a business that supports your ...
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Pay Raise Playbook

Christy Rutherford

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Pay Raise Playbook is the #1 podcast for professional women who want to advance in their careers without sacrificing their mental and physical health. Wholeness is the NEW RICH! Christy has assisted her clients with earning over $15 million dollars in salary raises SINCE 2020. Yes, women are still getting paid in these tough economic times. Are you next?
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Millionaire Mindset & Strategy Secrets is the go-to podcast for ambitious coaches, consultants, course creators, and thought leaders who are ready to stop playing small and start building a business that’s scalable, sustainable, and wildly profitable—without burning out. Every week, we strip away the fluff and give you proven business growth strategies, mindset shifts, and behind-the-scenes insights from people who’ve walked the talk and built empires. Think of it like your private mastermin ...
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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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Sponsored by Browning Associates; Executive Career Management Firm Join Melissa Bassano and Brittany Fowler in their discussions surrounding executive careers, job search, networking, leadership, spirituality and more. Melissa and Brittany are both professional executive career & life coaches from New England, USA. Melissa is the Vice President of Client Services and Campaign Manager at Browning Associates and Brittany is a Communication Specialist and Campaign Manager at Browning Associates ...
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Struggling to scale your painting business? Join the circle of experts at Painters Circle and get the guidance you need to grow your business. Start today: https://pages.paintercoach.com/the-painters-circle In this episode of The Painter's Circle, host Tas dives into the critical topic of sales for painting business owners. Joined by guest Kylie, t…
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Today we are talking about tip #9 of the 9 tips to help you stop procrastinating which is to Just Do It. Sometimes you have to bite the bullet and just get it done. You can discuss, strategize, and write lists all day, but without any action, you won’t be any better off. Force yourself to sit down and knock off one of your high payoff items on your…
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Have a question you’d like me to answer on a future episode? Ask me here! People say my Instagram posts & stories helped them make more money! Join me @virginia_deassis and prove them right! MY MOST POPULAR RESOURCES ⬇️ I recorded a potent 5-part audio training about how to leave behind this feeling of pressure and make millions that feel light, ef…
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Global headlines may scream uncertainty, but Australia’s property market is telling a very different story. Despite the RBA’s recent rate cuts, many assume momentum has stalled, but smart investors know the real growth is happening quietly, behind the scenes. In this episode, we unpack the truth about current market trends, explore why opportunity …
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Ellen returns to talk about her book “The Bitch Slap of Truth”, maintaining attention in the rise of AI, maximizing LinkedIn, and much more! Ellen Melko Moore is a social selling expert who has worked with hundreds of service-minded entrepreneurs to create compelling and powerful brands through remarkable content. She got her B.A. and M.A. in Liter…
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If you’ve ever blocked out “leadership time” on your calendar only to feel restless instead of focused, this episode is for you. Rob Brown shares a solo message about a trap many high-performing advisors fall into—the unsettling sense that success has created space, but not clarity. Rather than being a setback, Rob explains why this is actually the…
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Students push for networking, compensation clarity, and creativity as the path to success in a changing profession. Accounting ARC - Student-Led Conversations With Chayton Farlee Center for Accounting Transformation When Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I cloc…
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In today’s episode, I’m joined by Whitney Woodcock, founder of Queen of Millions—a global community of over 200 women across 20+ countries who are learning, investing, and building confidence in the world of crypto. Whitney shares her journey from leaving engineering and a traditional career path to betting on herself, creating financial freedom, a…
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In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the nece…
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Alzheimer’s disease and related dementias now affect more than 55 million people worldwide — and that number is growing fast. But is cognitive decline inevitable? Not anymore. In this episode, Jay Croft speaks with Angela Lunde, a 24-year Mayo Clinic veteran and co-author of the newly revised Mayo Clinic on Alzheimer’s Disease and Other Dementias. …
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Ever wonder why people don’t take you seriously—even when you’re smart and hardworking? In this episode, AJ and Johnny reveal the three most common low value signals that quietly repel respect: being supplicative (begging for approval), combative (using force or intimidation), and competitive (constantly one-upping). Backed by research from UCLA, H…
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In this episode of The Value Factory Podcast, Nick Anderson sits down with Craig Dickens of Merit Investment Bank to break down the mechanics of exiting a company and the capital strategies that unlock both growth and freedom. Drawing on experience from 13 personal exits and dozens of client transactions, Craig explains how to choose the right capi…
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Today we are talking about tip #8 to help you stop procrastinating which is to do One Thing at a Time. When you really must get a job done, just concentrate on that task. Don’t try to get other things done at the same time because it will distract you. Get one thing done well and complete it before you move onto the next activity. If you need to lo…
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Stop reacting. Start Guiding. Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory. The traditional advisory model wasn’t built to scale-- 4impactdata changes that. Client Advisory Services at Scale Start delivering scalable advisory in weeks — not months — with our 5-step implementat…
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This stealthy tax rule could hit clients starting in 2026. Quick Tax Tip With Art Werner CPE Today Every tax bill hides a few surprises, and the OBBB is no exception. According to tax guru Art Werner, one of those surprises could wallop high earners through the quiet return of the PEASE limitation. Click here for more Art Werner In the newest episo…
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In this episode, I’m sharing the real behind-the-scenes of some massive decisions I’m sitting with right now as I look to scale my company from $3M to $10M. I talk about the tension between short-term decisions that keep the business healthy and the long-term plays that build true legacy, and how I work through the gray area when clarity feels out …
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Today we are talking about tip #7 to help you stop procrastinating which is to Start with the Best. What part of your activity list do you need to do the most for you to bring in revenue? For example, if you need to make calls to prospects but you may not like this part of your job, do it first thing in the morning and move on to the other activiti…
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Your website is either your hardest-working salesperson… or the reason affluent buyers click over to your competitor. In this episode of The Affluent Buyer Script, Katy Doss breaks down the 20 biggest dos and don’ts of building a website that attracts, impresses, and converts high-end homeowners. From why professional photography matters to the mis…
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In this episode, we dive into how VDO.AI enhances engagement through integrated video content and advertising. Learn how publishers can deliver a seamless video experience, keep viewers engaged longer, and boost monetization by connecting with high-quality advertisers. We also explore the platform’s unique features, from its advanced video player a…
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Mindset shifts, gut instincts, and the right mentors matter most when starting your own firm. The Disruptors With Liz Farr Making the shift from employee to entrepreneur isn’t always easy, as Questian Telka, founder of ReQoncile Financials and co-host of the She Counts podcast, discovered. Besides the obvious pieces of getting business licenses and…
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Are you aware of the different ways you can price your freelance services in order to see a more stable income? If you're stuck on hourly rates or overwhelmed by inconsistent income, this episode breaks down exactly how shifting your pricing strategy can unlock more freedom, stability, and confidence in your freelance business without overhauling e…
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In a marketing world overrun with formulas, metrics, and pressure to “stay on brand,” I’ve found a platform that feels like a breath of fresh air. Everything else in my marketing has gotten easier since leaning into this approach! I’ve booked aligned speaking gigs, built relationships without pitching, and turned 30-second posts into podcasts, Reel…
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Send Gina a text Bro marketing isn’t just used by sleazy internet dudes. It’s everywhere, and a lot of women are unknowingly using it, too. In this episode of 7-Figure Copy, I’m joined by business strategist and nonprofit expert Jan Ditchfield for a candid conversation about ethical sales, messaging that builds trust, and growing a values-driven bu…
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Today I'm gonna share three simple ways to get more (and better!) orders from your online catalog. 🤩 Free Success Masterclass for Florists 🎉 Feeling stuck or overwhelmed in your floral business? In this 30-minute free masterclass, discover the 3 tools florists use every day to make more money, stay focused, and take confident action. Learn simple s…
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What do you do when you feel triggered and enter into a spiral of self-criticism and dysregulation? If you're a Highly Sensitive Person, this is a skill you need - because your super-charged nervous system will become overwhelmed sometimes. In this episode of SelfKind - a podcast for Highly Sensitive People - I share a real-life moment that poked m…
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If you’ve ever felt like you’re building your business alone, this conversation will remind you that the real magic happens when we lift each other up. In this episode of Goals With Soul, I’m joined by Kisha Zullo, event powerhouse, Certified Meeting Professional, and the founder of the long-running Women in Business Summit. Kisha’s story is one of…
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Even with regulatory barriers to including alternative assets such as private equity in defined contribution plans being removed by the Trump administration, many advisors, plan sponsors and fiduciaries are understandably hesitant to jump in. To get a better idea of what private equity investments can bring to the table, we speak with Maura Reilly …
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Today we are talking about tip #6 to help you stop procrastinating which is to Be Choosy. As you know, we all can be huge time wasters at times. Maybe your chatty clients want to tell you about what’s new in their life during a business meeting. It’s okay to take a raincheck on that conversation, as you haven’t allocated the time for a lot of perso…
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Trust outlasts spreadsheets. By Rory Henry CFP®, BFA™ For CPA Trendlines Like CPAs, financial planners have long been associated with numbers people. They’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” But George Kinder, founder of the Kinder Institute of Life Planni…
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In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client meetings, the difference between discipline and willpower, and the importance of building habits can significantly impact an advisor's effectiveness. The conversation emphasizes the psychological…
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Is your database working for you, or are you working without one? Johnder Perez sits down with coach and industry leader Kory Gorgani to dive deep into the art of consistent, meaningful client touch points in today’s shifting market. Kory, a former Tom Ferry coach and leadership member at RE/MAX Hallmark, unpacks his “50 Meaningful Touches” system—…
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Why do some people rise effortlessly while others go unnoticed? Toby E. Stuart, Leo Helzel Distinguished Professor of Business Administration at UC Berkeley’s Haas School of Business, joins AJ and Johnny to reveal how social status—not just talent—shapes careers, opportunities, and success. Drawing from decades of research on social networks and st…
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In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like …
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Today we are talking about tip #5 to help you stop procrastinating which is to Eliminate Time Wasters. We all know we are susceptible to getting sucked in by the number of things that happen in an office each day. Put a time limit on how often you check your email, for example, to be at 11:00am and then again around 4:00pm (sometime before you leav…
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In this episode of The Value Factory Podcast, Nick Anderson welcomes Jesse Kreun, OneAccord principal and operations specialist, to explore how disciplined operations protect revenue and make growth repeatable. Jesse explains the difference between principles, policies, and procedures, why capturing tribal know-how is critical, and how a fractional…
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Today we are talking about tip #4 to help you stop procrastinating which is to Anticipate Challenges. No goal is without challenges, so expect that you will run into some roadblocks, but don’t let them slow you down. Think about solutions ahead of time, so that when issues do come up, you are prepared to conquer them. Tune in tomorrow for Tip #5 fo…
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Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver. Accounting Influencers With Rob Brown By 2025, one in 10 managers will be from Generation Z. That’s right—the so-called “lazy, entitled” group born between 1997 and 2012 is already leading teams in accounting firms. But instead of wrecking the workpla…
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Welcome back to another episode of The Insurance Dudes! In today’s episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who’s transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? …
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By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines When accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. Advisory is explained …
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Today we are talking about tip #3 to help you stop procrastinating which is to Make a Timeline. Having one deadline for a project is pure procrastination. When you break your project into milestones, set a deadline for each one, and sit back and feel a sense of accomplishment as you check them off. You should do this daily, so you know what you hav…
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