Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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Trends with Benefits is a podcast by VanEck with a forward-looking perspective. Host Ed Lopez interviews a guest each week to discover new ways of thinking about the markets, investing, work and life. Subscribe today.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Tune in each week as Diana Lidstone shares business strategies, tips, and resources so you can work less and profit more. This business podcast is for established business owners who want to stop being the Chief Everything Officers ... but still want to make more money! The truth is....business owners who earn 10x more DO NOT work 10x harder. Diana coaches her clients to go from low 6-figures to 7-figures and beyond using her results-driven framework. Whether you're a financial advisor, lawy ...
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A podcast aimed at disabled, chronically ill and/or neurodivergent students and early career researchers. I'll be chatting with academics and students from different career stages about how they thrive in academia and disability. We'll discuss institutional and personal challenges, and hopefully provide some insights on how to cope with these.
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We live in a world that never stops moving, where society depends on the constant flow of goods and people. This is all made possible by the marvels of our modern infrastructure, but who are the pioneers that bring order, processes and systems to keep us moving, and what can we learn from their insights? In Infrastructure Momentum Makers, host and strategy advisor Ratna Amin speaks with the movers and shakers at the intersection of the public, private, and civic sectors about the latest brea ...
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Professor Laura Empson and Tony Hall, Lord Hall of Birkenhead, explore the crucial leadership questions currently facing professional organisations and their leaders. They uncover the complicated, messy and surprisingly emotional challenges of leading professionals. Laura and Tony interview senior leaders from some of the most successful global professional organisations, including EY, Slaughter & May, MI6, Spencer Stuart and the BBC. And they build on their own insights from their lifetimes ...
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Back the Farmer, Bank the Yield: Farmland Lending Takes Root
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44:22Dr. David Mieczkowski of AgAmerica discusses trade impacts, farmland investing, ag lending trends, and the future of U.S. farming in a changing economic and demographic landscape.By VanEck
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Financial Planning in Uncertain Times - May 17, 2025
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14:38Send us a text This week, Mitch took to the mic solo, diving into a really important topic: smart financial planning, especially when things feel a little uncertain. He highlighted how easy it is for emotions to drive our financial decisions and why a thoughtful approach is so critical. Mitch also addressed some key listener questions, covering eve…
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2306 FBF: Free Markets vs Big Government with Steve Forbes Editor-in-Chief of Forbes Media and Author of ‘Freedom Manifesto’
38:30
38:30
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38:30This Flashback Friday is from episode 302, published last February 25, 2013. Jason Hartman is joined on this episode by Steve Forbes, the editor in chief of Forbes Media, to propose and attempt to answer the question: Why does government get bigger and bigger when we know it doesn’t work well? Mr. Forbes states that history proves free markets work…
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Service Advisor Secrets to Better Customer Retention
15:46
15:46
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15:46Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks through strategies for turning first-time customers into loyal, returning clients. He says you MUST c…
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Are You Scaling or Just Spending More? — with Jennifer Walden, MD, Jessica Hunter, MBA, Catherine Maley, MBA (Ep. 310)
1:01:43
1:01:43
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1:01:43📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll discover if you are actually scaling or just spending more. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, author of "Yo…
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Whitley Penn Talks: Tariffs and Market Trends
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26:00
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26:00Message us! Welcome to the newly rebranded Whitley Penn Talks! When listeners tune into Whitley Penn Talks, they will gain valuable insights from industry experts, stay informed on the latest trends in accounting and business strategy, and receive actionable advice to help them make confident, informed decisions for their businesses. In this episod…
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Believe in Yourself – Rediscovering Purpose in a New Season
13:41
13:41
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13:41If you've ever hit a milestone and still felt like something was missing… this episode is for you. Rob Brown shares a deeply personal reflection on why even the most successful advisors can lose confidence in their calling—and what it takes to get it back. Whether you're navigating a personal challenge, asking what’s next in your business, or simpl…
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2305: The US Economic Ponzi Scheme: Avoiding Collapse and the Path to Stability with Les Rubin
30:15
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30:15Today Jason covers a few key real estate investing strategies. He emphasizes the importance of leveraging properties with high loan balances for inflation-induced debt destruction and better insurance claim handling. He advises against paying off mortgages, highlighting tax benefits and the "refi till you die" plan. He introduces the concept of a "…
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Success: It Doesn't Come without Challenges
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22:57
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22:57Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…
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The Optimization Lie: Will AI finally give us the freedom “new work” promised us? – with journalist and author Markus Albers
42:46
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42:46Digitalization promised us a brave “new work” world. But instead we ended up with more meetings and “fake work”. What’s next and how do we transform our obsession with productivity tools and endless meetings into meaningful work and real innovation? In this episode of Poets & Thinkers, we explore the future of work with Markus Albers, a Berlin-base…
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May 10, 2025 - Warren Buffet Legacy / Smart Wedding Budgeting
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19:35Send us a text This week, Don and Mitch explore two timely and thought-provoking topics that could shape your financial outlook. First, they unpack the retirement of Warren Buffett—what it means for Berkshire Hathaway, the investing world, and the legacy he leaves behind. What lessons can everyday investors take from his decades of wisdom? Then, th…
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2304 FBF: Nominal Dollars vs Real Dollars & Understanding Investor Psychology with Investment Counselor Sara
1:26:25
1:26:25
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1:26:25This Flashback Friday is from episode 304 published last Mar 6, 2013. Jason talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way. The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industri…
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Service Advisors - Do You Smile Through The Phone?
14:47
14:47
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14:47Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty tackles a recurring topic among auto shops: the importance of phone skills for service advisors. Michael em…
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From Hustle to Empire — Doctor Karimi’s Blueprint — with Kian Karimi, MD (Ep. 308)
46:53
46:53
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46:53📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk about Doctor Karimi's blueprint on going from hustle to empire Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, autho…
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31 Years Solo, Built Without Compromising — with Geoffrey Kwitko, MD (Ep. 309)
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41:15📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk about how Doctor Kwitko built his solo practice of 31 years wtihout compromising. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Cat…
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Mike Zung: Turning Complex Advice into Beautiful, Client-Friendly Plans
28:06
28:06
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28:06What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help othe…
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2303: Navigating Today's Real Estate Market: Insights for Investors, The Housing Shortage and Your Investment Opportunities
40:44
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40:44Jason talks about the current state of the housing market, emphasizing that there is no housing crash due to the low number of financially distressed homeowners. He shared updated statistics from the US Census Bureau, indicating that 39.8% of homeowners have no mortgage, and 65% have mortgages at or below 4%. Jason also highlighted the oversupply i…
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Leading With Heart: Jania Stout’s Journey to Empower Women in Financial Services
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31:18
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31:18“A lot of organizations wanna hire women. They just aren't getting as many applicants for it. So I think that what we have to do then is pull them in in some cases, and I've done a lot of that over the years. One of my best hires, I reached out to the University of Maryland's head women's lacrosse coach and said, hey. Let me talk to your seniors. S…
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Mary Ann Bartels unpacks 2025 market volatility, AI trends, crypto, and how Star Trek may have predicted our digital financial future.By VanEck
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May 3 2025 - Canadian Election results - Possible effects on your personal finances
19:03
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19:03Send us a text Dive into the latest episode with Don & Mitch as they unravel the impact of the new Liberal minority government's policies on your wallet! From minimum RIF withdrawals to disability tax credit eligibility. The housing policies might reshape the market the potential job skills and training support for workers in healthcare, manufactur…
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2302 FBF: America's Economic Outlook said John Mauldin Author and Publisher of ‘Thoughts From the Frontline’
1:07:41
1:07:41
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1:07:41This Flashback Friday is from episode 298, published last February 4, 2013. On this show, Jason Hartman talks with one of his investment counselors about current events, welcomes a guest caller and also brings to our listening audience the economic outlook from renowned financial expert, John Mauldin. Mauldin discusses “spending rearrangement”, a r…
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Turning DIYers Into Loyal Customers | Service Advisors Listen Up!
19:35
19:35
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19:35Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks about that issue we all struggle with... Converting do-it-yourselfers into loyal shop customers. Mich…
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Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.By Geoff Severson
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Tim Russell and The Good Steward: A Blueprint for Faith-Driven Financial Advisors
32:42
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32:42In this episode, Rob Brown sits down with Tim Russell, financial advisor, firm leader, podcast host, and now co-author of the brand-new book The Good Steward, written with his father, Roy Russell. Tim shares the story behind the book and how his passion for biblical stewardship shapes the way he leads his advisory firm and serves clients. Rob and T…
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2301: From Speculation to Stability: Building Wealth with Buy & Hold and Self-Management
48:14
48:14
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48:14Jason discusses real estate investing, highlighting current market conditions where a slight home sales increase is overshadowed by affordability issues due to higher mortgage rates. He argues that the "in irons" market, characterized by modest price appreciation, benefits rental property owners through steady cash flow and increasing rents due to …
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Beyond “Popcorn Innovation”: Human-First leadership from IBM to the United Nations with Frances West
51:35
51:35
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51:35What if the key to navigating our AI-driven future isn’t about becoming more technological, but rather more authentically human? In this inspiring episode of Poets & Thinkers, we explore the intersection of technology, leadership, and human dignity with Frances West, a pioneering executive whose wisdom spans decades of technological transformation.…
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April 26 2025 - Canadian Election & Political Landscape / Tax Deadline & Stock Market Volatility / Navigating Tax Changes Post-Divorce / Debunking the 'Sell in May' Myth
20:06
20:06
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20:06Send us a text Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health. This week’s topics: Canadian Election & Political Landscape Tax Deadlin…
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2300 FBF: Paula White: Donald Trump's Faith Advisor on the President's Deep Faith
27:46
27:46
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27:46This Flashback Friday was published last June 17, 2020 on YouTube. Pastor Paula White shares what it is like to advise Donald Trump on faith and explains the President's surprising deep faith that she discovered while working with him for 19 years. Paula gives viewers some advice on how to think about what’s occurring in our world, and to reckon wi…
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How Service Advisors Can Decode Customer Body Language
22:46
22:46
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22:46Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In today's episode, Michael Doherty dives into the art of reading customers’ nonverbal cues and matching their communication styles at the f…
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Inside the Aesthetic Society Presidency — with Kiya Movassaghi, MD (Ep. 307)
39:29
39:29
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39:29📅 Schedule your free 30-min strategy call with Catherine ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk on the topic of "inside The Aesthetic Society presidency." Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, …
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Hillary Gale: Storytelling Secrets to Transform Your Marketing
37:35
37:35
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37:35In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast. Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal fina…
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1
The Case for Israel and Global Diversification in 2025
29:34
29:34
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29:34Discover the current state of global markets, tariff risks, implications for investors, and opportunities beyond the U.S., including Israel.By VanEck
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2299: Market Reality Check: Housing Trends & Investing Insights, Mortgage Rates, Construction Costs & the Rental Opportunity
24:14
24:14
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24:14Jason shared the sad news of the passing of his beloved dog, Coco, and discussed the current state of the housing market, highlighting the impact of rising mortgage rates and the challenges faced by the construction industry. He discusses the "perfect storm" impacting real estate: spiking mortgage rates, rising construction costs, labor shortages, …
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How Values-Driven Branding Is Transforming Financial Services
33:32
33:32
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33:32“At the end of the day, you're asking somebody to trust you with your money. But in reality, there is so much commonality. Putting your authentic self out there and getting people to know who you are to build that relationship is going to have a bigger impact for you in the long run.” — Michelle Borkowski Welcome to WomenShare, a celebration of wom…
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April 19 2025 - Tax Planning & Tax Credits for Seniors / Life Insurance for Young People / Term 20 vs. Term 10
21:27
21:27
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21:27Send us a text Planning Your Financial Future is your go-to podcast for expert financial advice with Don and Mitch Fox from Fox Group Private Wealth Management. Don and Mitch cover everything from budgeting tips to investment strategies to help you make the most of your money. If you’re looking to take control of your financial future, you’re in th…
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2298 FBF: How Income Inequality Can Be Good for Society with Libertarian Legal Scholar Richard Epstein Professor at NYU School of Law
1:23:56
1:23:56
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1:23:56This Flashback Friday is from episode 312 published last April 10, 2013. Professor Richard Epstein, pioneering Libertarian legal scholar, joins Jason Hartman to explain how income inequality is good for society, but is very dependent on the methods used to produce the best outcome. The current methods our government are attempting to use are causin…
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Service Advisors! Are You A Visionary or Integrator?
16:08
16:08
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16:08Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks about two types of repair shop service advisors. Visionaries and integrators. Do you know which one y…
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Gary Sinderbrand: Trust, Training, and True Success(ion)
47:27
47:27
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47:27What happens when an industry veteran who’s helped train 10,000+ financial advisors sits down to talk about what’s really missing in today’s advisor development? You get this kind of episode. In this conversation, Gary Sinderbrand, legendary producer and founder of Better Path Training, shares behind-the-scenes truths about what it really takes to …
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How She Built a Thriving Practice on Park Avenue in 2 Years — with Anna Frants, MD (Ep. 306)
50:20
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50:20📅 Schedule your free 30-min strategy call with Catherine ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk with Anna Frants, MD, and how she built a thriving practice on Park Avenue in 2 years. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m …
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The other “F” Word: Embracing failure to elevate human ingenuity in the AI era with professor and author John Danner
39:40
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39:40What if our fixation on avoiding failure is the very thing blocking us from building organizations that maximize human ingenuity? And why is this business critical in the AI age? In this episode of Poets & Thinkers, we explore the intersection of leadership, innovation, and human potential with John Danner, renowned business advisor, professor, and…
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Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmen…
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