Welcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.
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Private Client Podcasts
All podcasts relating to client content packages.
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Welcome to Inside CVC — the podcast where corporate venture capital meets the real world. Each episode brings together top voices from CVC, traditional VC, private equity, entrepreneurship, academia, and public policy to explore the trends, challenges, and geopolitical forces shaping the future of innovation and investment. Whether you're a corporate investor, founder, policymaker, or just curious about the evolving landscape of business and capital, Inside CVC is your front-row seat to the ...
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In this podcast series we discuss the latest developments and issues facing private clients and their advisers.
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The Mindset and Motivation Podcast provides a weekly dose of inspiration to keep you on track to reaching your highest goals and maintaining a growth mindset. This show will allow you to discover your passion and purpose for living life to the fullest with a weekly dose of Monday Motivation. After seeing over 250,000 client appointments in his private practice, Dr. Stephen Cabral, Doctor of Naturopathy, has come online to share what he has seen to work in the real world - It’s now time to sh ...
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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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Tips and tech for Canadian professionals in solo private practice. Explore proven strategies to attract ideal clients, reduce admin overhead, protect client privacy, and foster sustainable growth. All without leaning on aggressive marketing and hustle-culture tactics. Join host Greg Mount on the quest for a calm, more organized business in a chaotic, digital world.
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Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Welcome to Badass Therapists Building Practices That Thrive, the ultimate resource for mental health professionals ready to step into their power, grow their practices, and create a career they love. I'm Dr. Kate Walker, a Texas LPC/LMFT Supervisor, author, and business strategist who's here to show you the path to success. Formerly Texas Counselors Creating Badass Businesses, we’ve rebranded because, well, we’re way too big for Texas now! This community of badass therapists is growing natio ...
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Prosperous Coach Podcast is hosted by Rhonda Hess, international business mentor and niche strategist for new coaches. Her weekly show offers eye opening guidance and inspiration about how to choose a profitable coaching niche, create authentic messaging, design magnetic coaching programs and other topics to help you get noticed by ideal clients who will pay well. Rhonda also shares coaching tools, client management tips, money mindset and moving beyond limiting beliefs. Rhonda has over 20 y ...
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The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including 'Bermuda Shorts' and 'Asia Talks'. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corpo ...
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My name is Jena Castro-Casbon, MS CCC-SLP (of The Independent Clinician and The Private Practice Solution). I am part of a group of private practitioners who have taken client care into our own hands. We are skilled clinicians who pride ourselves on providing high-quality care to our clients and their families. We are fighting against productivity requirements, administrative red tape and unnecessary restrictions. We started our own private practices to take control of our professional and p ...
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Create From Truth Podcast is a podcast for coaches and business owners who want to understand how develop unique marketing processes and systems that helps attract dream ideal clients so that you never have to worry about where your next client is coming from again.
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Daniel Fava from Create My Therapist Website is on a quest to uncover the best website and online marketing strategies so you can grow a successful private practice and do the work you love. Discover how you can build an effective website for your therapy practice, attract the right clients through content marketing and blogging tips, develop passive streams of income and attract more of your ideal clients just by being your amazing self. Other topics for discussion include SEO (search engin ...
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Are you a passionate veterinarian seeking to elevate your practice and make a lasting impact in the field? Welcome to "The Vet'Ed Podcast". Join Steven Hermann, Kale Flaspohler and Lindo Zwane - industry experts and thought leaders, as they delve into tailored strategies and nurturing relationships to empower privately owned veterinary practices. Tune in the first and third Wednesday of the month to gain invaluable insights, tips, and inspiration to thrive in your independent clinic. Togethe ...
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You became a therapist to help people—not to spend hours Googling SEO tips, rewriting your website, or stressing over Instagram algorithms. That’s where this podcast comes in. Marketing Therapy is for private practice therapists who want to grow with more clarity, more confidence, and a whole lot less overwhelm. Each week, you’ll get bite-sized episodes packed with practical strategies, grounded advice, and the occasional tough-love pep talk to help you fill your caseload with right-fit, ful ...
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Welcome to the Pursuing Private Practice podcast, hosted by Jennifer McGurk, a Registered Dietitian and business coach. This podcast is your go-to resource for everything related to building and growing your private practice, whether you’re just getting started, leading your team, or celebrating a season of coasting. In each episode, we’ll dive into the real stories of dietitians navigating the ups and downs of private practice. You’ll hear about the challenges, wins, and lessons learned fro ...
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Many mental health professionals open a private practice to help more people and make more $$$. The problem is they lack a clear plan to generate growth and attract new clients. In this podcast we interview private practice owners and digital marketers to give you business development and marketing strategies to grow your private practice or your caseloads. At the end of the day, we want you enjoy the freedom of having a pipeline of new clients and becoming the #1 trusted private practice in ...
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The Ayurvedic Medicine Answers podcast by Dr. Stephen Cabral, Doctor of Naturopathy, details how you can harness the power and wisdom of ancient Ayurveda in order to rebalance your body based on your unique Dosha (Ayurvedic body type). After seeing over 250,000 client appointments in his private practice and traveling to India and Sri Lanka to intern in Ayurvedic Medicine, Dr. Cabral has come online to share what he has seen to work in the real world - It’s time to discover your own Ayurvedi ...
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Upgrade Your Education Business is the go-to podcast for private tutors and education business owners who want to grow a sustainable, joyful business without following formulas or burning out. Hosted by experienced business mentor Sumantha McMahon, each episode is packed with practical marketing and sales strategies, mindset insights, and real talk about the highs and lows of running your own tutoring business. Whether you’re just starting or looking to refine and simplify what you’ve built, ...
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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Transforming Stress into Peace and Balance In the past five years, my clients starting short-term disability for stress and burnout have risen from nearly zero to 80%. This is not okay. Over my 20 years as a practicing psychologist, I've seen an alarming rise in stress and burnout, and it's accelerated since 2020. I've come through the other side of burnout. In 2019, I resigned from my job after discovering that traditional solutions to feeling overworked weren't enough. Based on my experien ...
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Are you a clinician looking to find the balance between providing compassionate client care and business agility for your mental health practice? Tune in for all things YOU need to know to start or grow your practice and better serve clients across the board. Topics range from back-office fundamentals, professional networking and teletherapy to current brain science modalities, LGBTQ inclusion and more. Join your host, Margo Jacquot, PsyD, a long time veteran and business owner of The Junipe ...
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The Practice Acceleration Podcast with Tristan Bond is lifting the lid on the secrets behind rapid practice growth. Tristan and his team know the world of private practice is harder and more than competitive than ever before… but with the right direction, strategies and support - growing your practice doesn’t need to take time.
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Marketing Your Private Practice with Kathy C is the go-to podcast for dietitians, therapists, and service providers who want more clients without spending hours a day on social media. Hi, I’m Kathy Colaiacovo, a marketing strategist and business coach, and I believe marketing your private practice shouldn’t be so complicated ... or take hours a day. I’m not a dietitian and I don’t play one on TV :-) So I don’t teach what worked for me. I teach marketing strategies that have helped hundreds o ...
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🌐 Welcome to "Run Your Private Practice with AI" – the ultimate podcast for therapists seeking to harness the power of Artificial Intelligence in their practices. Hosted by Kym Tolson, a seasoned therapist, and AI aficionado. This series is your gateway to a world where technology and therapy converge. Each episode of "Run Your Private Practice with AI" is a treasure trove of insights, demystifying AI and bringing it into the realm of therapy with flair and finesse. Kym, with her unique blen ...
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Dr Brooklyn Storme PhD is an authority on Private Practice. She has worked in private practice for over 29yrs. It was her experience building a multiple six figure business without Medicare™ rebates and seeing the lack of training and resources available to support Counsellors in establishing their own successful and profitable practice that led her to create online communities, memberships, resources, coaching programs, and more for the community - mostly free of charge. What makes her diff ...
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Straight talk about Finances, Investments, Insurances, and Estate Planning. Drew will address your questions that naw at you through the day as well as having guests from time to time. You can also learn from others questions when Drew answer questions from listeners and clients on the show. Prescott Private Wealth, Inc. is a financial group based out of 451 Hoosick Street Troy, New York 12180. The office phone number is 518-203-1983. The company was founded by Drew J. Prescott who started i ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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THE HABITS & HOME SHOW | Decluttering & Systems for Christian ADHD Moms
Lisa Lizotte | Home Organizer and Habits Coach
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If you’re an ADHD mom trying to show the love of Jesus to your family but the clutter in your home keeps you overwhelmed and frustrated, you have come to the right place! On this podcast, you will hear easy step-by-step tips to declutter and create systems so you can keep your home organized and finally walk in the peace God has promised you. Need some accountability? I’ve got you covered there too. Join The Accountability Club a community of like-minded mamas decluttering and systemizing ou ...
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Small Business Straight Talk | Productivity, Time Management, Mindset, & Business Strategies
Amber De La Garza, The Productivity Specialist For Small Business Owners
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If you’re a small business owner who wants to learn effective business strategies, improve time management, and elevate productivity to maximize profits, reduce stress, and make time for what matters most, this podcast is for you! Amber is a sought-after coach, trainer, speaker, writer and the creator of Leverage Lab®. Amber gives small business owners the straight talk on what it takes to reduce stress, be productive, and grow your business. Tune in and subscribe to get the straight talk on ...
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I'm the founder of V8 Capital (Est. 2023), we're private SME investors that invest in and grows small to medium-sized businesses with a portfolio of brands that are collectively doing R70M+ per annum. I'm also the founder of South Africa's Top 1% digital marketing agency, V8 Media that has done over a billion rand in sales for direct-to-consumer brands. On this channel I share everything I've learnt in the last decade around how to build better businesses.
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The Health Care Law Today Podcast, presented by Foley & Lardner LLP, is your connection to timely health care legal updates. Topics will cover a wide range of legal issues including Digital Health and Telemedicine, Regulatory and Compliance, Mergers & Acquisitions, Private Equity, Venture Capital and so much more. Each episode, a Foley attorney will be paired with a thought leader to discuss legal trends currently affecting the health care industry. It is important to note that this podcast ...
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Find your future through world-class guests: • Top Shark Tank winner • Mother Teresa’s coworker • $8-million CEO • Inventor of the cell phone • A founding Swiftie • creator of GPS Experience fast-paced pivots to hone your purpose. Be sharper, more focused, and ready to lead impact. Get beyond paychecks to pivot work life into life’s work with new courage, direction, and steps to what matters most. Host, Mark S. Cook, a NYT–bestseller and CEO has led: • elite five-year plans • startup and tur ...
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🎙️ From Keywords to Connections – The Podcast for Therapists & Private Practice Owners Looking to Grow with SEO 🚀 If you’re a therapist, private practice owner, or wellness professional looking to expand your online presence without getting lost in the complexities of SEO, you’re in the right place! Hosted by Mary Walker, small business owner with a Master’s in Psychology and a Master’s in Marketing, and Winnie Youger-Rash, VP of SEO Services with a Bachelor’s in Psychology, this podcast ble ...
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This is the official podcast of Pursuit Magazine, an online community of private investigators, journalists, and truth-seekers of all stripes. In the podcast, we explore information sources, share tradecraft tips, and discuss ways to integrate new technology with old-school gumshoe know-how. We dig into myths about PI work and hear hard-won lessons from the field. And for the spy-curious outsider, we offer a behind-the-scenes glimpse into the lives of real spies and PIs. We CAN handle the truth.
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
051
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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Social media management moves fast, and burnout is all too common—but it doesn’t have to be. Social Media Manager Confidential is your go-to for real talk, practical tips, and insider knowledge to help you stay ahead, protect your well-being, and build a business that lets you live life on your terms—whether you’re juggling kids at home or living out your Emily in Paris dreams. I was a broke single mom turned founder of a multi 6-figure social media management agency and I mentor social medi ...
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Make More Money as a Dietitian | Private Practice, Business Confidence, Career Flexibility, Financial Freedom
Christine Dyan Thomson - Manipura Centre, Registered Dietitian, Mindset Coach, Business Coach
12368
Welcome to Make More Money as a Dietitian, the podcast for nutrition professionals ready to build profitable private practice businesses that create more time, freedom, and flexibility, while supporting the life you want to live. I'm Christine Thomson, Registered Dietitian, Certified Life Coach, and Money Mindset Mentor. After mentoring hundreds of dietitians on everything from pricing to purpose, I know this: imposter syndrome isn't your weakness; it's your sign that you're ready to grow. S ...
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How do I find clients I actually enjoy? How do I make more money without feeling guilty? Can I run a private practice and still have a life? These are just some of the questions long time psychotherapist, group practice founder, and serial entrepreneur Wendy Pitts Reeves tackles each week on The Ideal Practice Podcast.Here, you’ll learn how to create your version of an Ideal Practice that serves you as well as you serve your clients. Learn how to think like a marketer, attract clients you lo ...
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Somatics has always been at the core of Ani and Brian’s professional expertise, but that’s not what makes them a dynamic duo. Ani and Brian are life and business partners and the “yin” to the other’s “yang.” They share stories from their professional lives as well as their personal lives to better explain and illustrate the power of somatic techniques. After more than a decade working independently, Ani and Brian combined forces. Together they have over 86,000 hours of client experience, mor ...
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Foreman Law presents the How To Buy And Sell a Business Podcast with hosts Sam Foreman, Business Attorney at Foreman Law, and Jacob Wayman, owner of Orange Theory Fitness in Wichita, Kansas. The goal of the podcast is to educate, equip, and empower you to have a successful deal process whether you are buying or selling a business, or simply want to learn more about what that process is like. Legal topics discussed on this podcast are for general purpose information only. No client attorney r ...
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Brought to you by Arken Legal, this podcast explores the evolving world of legal and estate planning through expert interviews, industry insights, and real-world conversations. From digital transformation and AI to flexible working and future skills, we unpack the trends shaping the profession and what they mean for the people in it.
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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Veteran who's looking to learn some new ideas? We started this journey in 2019, on the search for Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won ...
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Why You're Not Getting Clients And What to Do
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[shownotes to follow]By Dr Brooklyn Storme
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SUMMER ENCORE 115. Copywriting That Connects With Your Ideal Client with Laura Long
39:34
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In this episode of The Private Practice Elevation Podcast, you’re going to learn how to write copy for your website that speaks directly to your ideal client. I’m sure you know that the copy on your website has the power to connect with your ideal client. And when a potential client feels connected, and that you understand their challenges on a dee…
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5 Email Marketing Strategies to Get Clients for Your Private Practice - Ep 163
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Private practice owners often struggle with email marketing and newsletters that get ignored and fail to bring in new clients. If your emails aren’t generating the consults and bookings you expected, this episode will help you get more ROI from every newsletter you send. Kathy breaks down what’s missing in many newsletter strategies and shares 5 si…
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START: How to Counsel Your First 5 Clients and Keep Them Coming Back
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Welcome to the Pursuing Private Practice podcast! Join Jennifer McGurk, CEO of Pursuing Private Practice, and team member Courtney Vickery, CEO of Declet Designs, to talk about the START stage of business, the time where you transition from setting up your private practice to seeing your first clients. We'll explore the emotions, challenges, and ac…
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61. How the New Illinois AI Therapy Law Impacts Therapists
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Are you using AI in your therapy practice? The new Illinois AI therapy law could change everything. In this episode of Run Your Private Practice with AI, I break down what this groundbreaking legislation means for therapists, what’s still allowed, what’s not, and how to stay compliant. This law is a first-of-its-kind move to regulate AI in therapy,…
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Future-Proofing RIAs: Matt Regan on Industry Shifts, Technology, and Growth Strategies
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Matt Regan, CEO of Wealthcare Capital Management, joins me to explore the forces reshaping the wealth management industry and what RIAs must do to thrive in the decade ahead. We discuss the accelerating shift of assets toward independent advisors, the realities behind fee compression, the role of technology in building scalable practices, and the s…
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Wealthyist E30 | Strategic Financing for Tax-Free Growth
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In this episode of Wealthyist, hosted by Brian Lamborne, senior wealth strategist at Annex Private Client, and featuring new team member Anthony Mlachnik, the discussion focuses on strategic financing as a tool for the wealthy. Continuing from a prior conversation on tax-aware investing, they explore how strategic financing leverages assets to borr…
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Why Last-Minute Planning Kills Business Value (and How to Avoid It)
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In this insightful episode, M&A attorney Pat Linden joins hosts Sam Foreman and Jacob Wayman to uncover how early preparation, deal structuring, and assembling the right team can dramatically impact outcomes in business sales. Pat pulls back the curtain on common seller misconceptions, the dangers of treating legal and financial advisory as commodi…
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SUMMER ENCORE: 106. What Content Needs to Be On My Therapy Website to Be Successful?
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In this episode of The Private Practice Elevation Podcast, we’re going to talk about your website content and specifically, what content and pages need to be on your website in order for it to be successful. Most therapists would agree that they need a website to market their private practice online and help them gain clients. The problem is that m…
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Sick as a Dog: the cheapness of US healthcare stocks, and the battle over publicly funded science research
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For three decades until 2020, US healthcare stocks generated roughly the same returns as the tech sector, and with much less volatility. Things have changed a lot since then as the tech sector has barreled ahead while healthcare has stagnated. In this special issue, we take a closer look at the many factors dragging down the healthcare sector to am…
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How EP Wealth Advisors Scaled to $32B Without Losing Its Soul
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Some leaders double down on control as their firms grow. Brian Parker did the opposite—he fired himself. Why? Because he understood the job of building a business wasn’t the same as running it at scale. That one decision helped transform EP Wealth Advisors from a modest financial planning shop into a $32B firm with 20,000+ clients. But the real sto…
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If you’ve been showing up, doing “all the things,” and still not getting the inquiries or caseload you want, you’re not alone. Lately, I’ve heard so many therapists wondering if clients are even out there anymore—or if no one is willing to pay for therapy at all. I get it. This year’s shifts in the economy, politics, and culture have made clients m…
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Fractional Practice Management for Group Practice Owners
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Welcome to the Pursuing Private Practice podcast! Join Jennifer McGurk, the CEO of Pursuing Private Practice, and Charlie Golighlty, founder of Group Practice Partner, a fractional practice management partner for strategic, mission-aligned support. Charlie shares why so many solo clinicians and group-practice owners feel like they’re juggling too m…
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Find the full transcript for this episode at ProsperousCoach.com/347. USE THESE QUESTIONS FOR YOURSELF AND YOUR COACHING CLIENTS. Apply for Rhonda's 5-month PRIVATE Coaching Business Breakthrough program. It’s an art to know how ask powerful questions. You know your questions are landing when you hear “that’s a great question!” Or, when your coachi…
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#158. How a Simple Scheduling App Can Help You Run a Healthier Private Practice
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Question or comment? 🙋♀️ Send me a text message! She was on the edge of burnout… …getting sick more often, and having to cancel appointments with clients she loved - all because she’d lost any semblance of control over her calendar. Funny isn’t it? How easy it is for us to get ourselves in trouble - just because we want to be there when our client…
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Episode 379: 4 Staff Red Flags That Will Rip Your Practice Apart
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Ignore these signs and it could cost you everything. In this straight-talking episode, Tristan Bond, CEO of Practice Acceleration, exposes the four deadly red flags that quietly destroy team culture, patient experience, and profitability in healthcare businesses. Whether you’re a seasoned practice owner or just starting out, you’ll learn how to spo…
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In this episode, I break down the "one product trap" that causes so many promising eCommerce businesses to crash after initial success. You'll learn why relying on a single winning product can be dangerous, how competition erodes your margins, and the critical mistakes founders make when introducing their second product. I share a real-life case st…
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32: The Lies We Tell Ourselves: Overcoming Guilt and Overwork
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"Is this as good as it gets?" "Is this really all there is? If you've ever asked yourself these questions, you're not alone. And you might also be focused on productivity and getting things done. We often turn to these unintentional strategies when we get overwhelmed in an effort to make our lives easier. But we end up making things much harder. Wh…
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Beyond Borders: Lifestyle Private Practice and International Teletherapy with Samantha Rothman
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What if going to work was as easy as opening up your computer? From your office, home, or even somewhere more exotic? Today’s guest is using teletherapy to work from Mexico, and I can’t wait for you to hear her story! I’m reintroducing you to Samantha Rothman, an occupational therapist and one of the amazing coaches inside the Grow Your Private Pra…
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Do you ever feel like you're great at setting goals but struggle to actually reach them? You're not alone—many people have big dreams but lack a clear path to make them happen. On today’s show, I’m going to share a simple yet powerful system used by top-performing companies like Google and Microsoft—and go over how you can apply it to your own life…
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389 | When To Cut Your Losses (And Why You're Not Doing It)
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In this episode of the Small Business Straight Talk Podcast, I dive into the raw, honest reasons why you might be stuck throwing good money after bad and teach you how to cut those losses. More importantly, I share the mindset shift and a powerful question that will help you finally make that call, free yourself from the emotional burden, and creat…
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Does creative ownership still exist when every platform claims broad rights to your uploads? In this departure from our usual tips and tech, Greg Mount explores how the erosion of digital ownership affects professionals who share their expertise online. Through stories from the music industry's digital transformation and a parable about a fictional…
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Private Equity Insights and Growth Strategies from Brandon Wolfe
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Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…
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Auditing a Digital Asset Business in Bermuda
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In this episode of ‘Tech Talks’, Bermuda’s Jerome Wilson and George McCallum are joined by Erkin Atakhanov, Managing Partner at PKF Antares in Bermuda, to discuss the critical role of auditors under the Digital Assets Business Act (DABA), where appointing an auditor is a legal requirement. Given the technical and often complex nature of digital ass…
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276 - AM Best’s Jason Hopper on How Rising Rates and Private Credit Are Reshaping Annuities
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In this episode of That Annuity Show, Paul Tyler, Tisa Rabun-Marshall, and Bruno Caron speak with Jason Hopper of AM Best about the rapidly evolving annuity market. They discuss emerging product trends, the growing role of private equity and asset managers, shifts in asset portfolio strategies, and how credit risk evaluation is adapting to changing…
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146 Your Secrets Are Safe: How Therapists Really Protect Client Information
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Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.By Dr. Kate Walker Ph.D., LPC/LMFT Supervisor
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21. Fully Booked Without Insurance, Burnout, or Regret: Erin’s Story
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What does it look like to go all-in on your private practice—without lingering in agency life or taking insurance? In this inspiring conversation, I’m joined by Erin, a second-career therapist who made a bold transition from the world of marketing analytics to a thriving private-pay therapy practice. Erin shares how she filled her caseload within s…
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How Coaches Can Differentiate Themselves in a Crowded Market
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Are coaches being replaced by robots? With AI stepping into the world of coaching and more professionals flooding the field than ever before, it’s never been harder—or more urgent—to stand out. In this eye-opening episode, hosts Ani Anderson and Brian Trzaskos dive into the rising tide of commoditization in the coaching industry and share exactly w…
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Ever look at your successful practice and think, "This should be enough"? You have everything you thought you wanted: steady clients, professional recognition, maybe even the financial stability you once dreamed of. But there's a persistent feeling that something's missing, a voice inside saying, "There has to be more than this." Maybe you find you…
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Car Sales Ads, Small Budget Businesses & Salon Growth Tips
37:43
37:43
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37:43
In this unscripted and value-packed Q&A, I dive into real-world questions from entrepreneurs and business owners about marketing, lead generation, and business growth. You'll learn how to run profitable Meta ads as a car sales executive, the best low-capital business models to start today, and how to turn a beauty salon into a lead-generating machi…
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Life Design Genius: Employed, a Book, and Big Ideas, Kason Morris
58:30
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Join Kason Morris, a genius in designing your life's work to fit your needs. Born in the Bronx, Kason defied statistics and built his own corporate ladder to climb up for twenty years. Today, he helps individuals leverage their own talent to build a better work life for themselves.For Kason, there is no work/life balance; it's about your work's lif…
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Show notes to followBy Dr Brooklyn Storme
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The Truth in the Pitch: Ethical Mental Health Marketing with Jennifer Christensen and Adrienne Wilkerson
30:19
30:19
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Send us a text In a time when mental health marketing is everywhere, how do mental health business professionals ensure their marketing reflects the care they provide? In this episode of the Your Mental Health Business Mentor podcast, Dr. Margo Jacquot speaks with Jennifer Christensen and Adrienne Wilkerson from Beacon Marketing as they unpack what…
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Are you generating leads but struggling to convert them? In this episode, we uncover the single biggest mistake businesses make when it comes to turning leads into paying customers—and how to fix it fast. You'll learn actionable strategies like the power of lead nurturing, why phone calls still outperform AI, and how to use WhatsApp and email to bu…
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60. The Hidden Risks of AI: What Every Therapist Needs to Know
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Are you aware of the hidden risks of AI in your therapy practice? In this episode of Run Your Private Practice with AI, I’m unpacking some eye-opening truths about how AI tools like ChatGPT may compromise your client’s privacy. From recent statements by OpenAI's Sam Altman to the rise of AI therapy pods, I’m sharing real concerns and practical take…
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In this episode, I talk about the power of reflecting on your journey and celebrating your progress. Take a moment to appreciate how far you’ve come. Enjoy :-) Sumantha ____________________ 👋🏽 Hello! I'm Sumantha McMahon and I've supported over 100 tutors and education business owners. As a teacher 'dropout' turned professional tutor, combined with…
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103. Social Media Manager Starter Kit: Everything You Need to Get Started
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If you're constantly feeling like you're winging it as a social media manager—scrambling to put together proposals, second-guessing your pricing, or starting from scratch with every single client—I need to tell you something important. You're not unprofessional. You just don't have the right systems yet. I see brilliant social media managers burnin…
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20. Before You Worry About SEO or Social Media…Fix This
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27:17
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27:17
You’re showing up. You’ve got a website, an Instagram, maybe even tried networking or Google Ads—but the clients aren’t coming. What gives? In this episode, we’re digging into a quiet culprit behind ineffective marketing: your language. If your copy feels generic, vague, or disconnected from how you actually show up in the room, it’s likely not doi…
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COAST: A Business Strategy When Life Comes First
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Welcome to the Pursuing Private Practice podcast! Join Jennifer McGurk, CEO of Pursuing Private Practice, and team member Courtney Vickery, CEO of Declet Designs, to talk about the COAST stage of business. Join them to discuss the importance of coasting as a business owner, how it can be a strategic and intentional phase, and the benefits it brings…
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346: 4 Steps to Clear the Air with Your Coaching Clients
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Find the full transcript for this episode and more resources for coaches at ProsperousCoach.com/346. Also mentioned, Episode 310 - Why Some Coaching Clients May Not Be Right for You. Find that at ProsperousCoach.com/310. In the coaching world, there’s a real issue that isn’t talked about much. Sometimes coaching relationships can stray off course, …
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#157. The 3 Systems Every Practice Owner Needs: A Deep Dive With Ariana Refsdal
1:19:46
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Question or comment? 🙋♀️ Send me a text message! Do you ever feel like your practice is held together by nothing more than rubber bands and band-aids? Feel like you're constantly putting out fires instead of actually growing the business you dreamed of? If this sounds familiar, you'll love what I have for you today, because I'm talking to the ever…
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Your Newsletter Should Be Building Relationships, Not Breaking Them - Ep 162
27:06
27:06
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If you’re sending newsletters for your dietitian business or private practice with a “click here to read more” link… stop. That one small habit might be breaking the connection with your email list and costing you consults and clients. In this episode, Kathy C calls out the biggest newsletter mistake private practice owners make - and what to do in…
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Expect a Pleasing Result and See What Happens
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Show notes to followBy Dr Brooklyn Storme
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Episode 378: How Chris Scaled His Physio Practice to $1M and 0 Clinical Hours
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In this episode, Tristan Bond is joined by long-time Practice Acceleration member Chris Fawcett, founder of the Headache and Pain Management Center in Brisbane. Chris shares his journey from burnout, stress, and $28K/month in revenue… to scaling a 15x larger clinic generating over $100K/month and doing it all without seeing patients. What You’ll Le…
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