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Service Advisor Challenges Podcasts

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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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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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Leaders of the Ledger

CPA Practice Advisor

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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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Welcome to i.O. - Insolvency Options, the essential podcast for business recovery and debt solutions in Australia. Join Darren Vardy, Managing Director of Insolvency Options and Official Liquidator with 30+ years of experience, as he demystifies the complex world of business insolvency and debt restructuring. This essential podcast delivers practical insights and expert guidance for professionals and business owners navigating financial challenges. Perfect for: - Lawyers and Legal Profession ...
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The Syneos Health Podcast Series dissects some of the most complex issues biopharma leaders are facing today. Our clinical and commercial experts provide time-tested solutions, as well as perspectives on the news of the day. Each episode explores the challenges and considerations involved with bringing biopharmaceuticals to the market.
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Welcome to Leading Professionals. Join Professor Laura Empson as she talks to senior leaders from some of the world’s most successful professional organisations about the crucial issues they are currently facing. Each episode reveals the realities that lie beneath the ‘professional’ veneer these highly successful organisations, and their leaders, present to the outside world. Laura uses insights from her lifetime of researching and advising professional organisations to uncover and make sens ...
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Beauty and the Biz

Catherine Maley, MBA

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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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Planning your Financial Future

Investors Group Financial Services Inc.

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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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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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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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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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How can automotive and diesel shops run a better business and be more profitable? How can we make the aftermarket and dealerships more attractive to younger generations? Each week, Jay Goninen, Co-Founder & President of WrenchWay, will sit down with shop owners, technicians, instructors, and professionals in the automotive and diesel industries to have them share their stories and insights. We’ll dive deep into what’s going on in shops and dealerships and what we can do to help drive the ind ...
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Security & GRC Decoded

Raj Krishnamurthy

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How today’s top organizations navigate the complex world of governance, risk, and compliance (GRC).Security & GRC Decoded brings you actionable strategies, expert insights, and real-world stories that help professionals elevate their security and compliance programs. Hosted by Raj Krishnamurthy.It’s for security professionals, compliance teams, and business leaders responsible security GRC and ensuring their organizations’ are safe, secure and adhere to regulatory mandates.Security & GRC Dec ...
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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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All Things Travel Podcast

Ryan Hedstrom and Julie Shaffer

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Listen in each week with Wonder and Beyond Travel Co-Owners and destination experts Ryan and Julie. He is your travel professor, teaching you everything you need to know to have a magical vacation. She is a Disney-loving, Maryland mom of 3 and a specialist in family travel. Whether they're discussing incredible destinations, top vacation tips, or sharing personal stories…it’s always All Things Travel.
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WomenShare

Leah Alter and Joanna Ehresman

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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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Ready to tackle the ultimate Disney adventure? Join travel advisors Ryan and Julie as they break down everything you need to know about the Disney Four Park Challenge - visiting all four Walt Disney World theme parks (Magic Kingdom, EPCOT, Hollywood Studios, and Animal Kingdom) in a single day. Four Park Challenge Basics: Standard rules: Visit each…
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Sunil Patel shares how his path from medical school to shop owner to Founder and CEO of Tekmetric shaped his approach to leadership. He discusses how a personal shop struggle inspired Tekmetric, why staying focused on your vertical drives success, and the leadership lessons he’s learned building a platform for automotive repair shops nationwide. Ch…
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In this episode of Leaders of the Ledger, host Rob Brown sits down with Tim Petrey, CEO of HD Davis CPAs and one of the founding partners at Ascend, a private equity–backed platform transforming regional accounting firms across the U.S. Tim’s journey from answering phones at a small firm to leading an $8 million practice is nothing short of inspiri…
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Guest: Michael Ensser, Chair of Egon Zehnder Laura asks Michael: Why does a world leading firm of leadership consultants choose to elect their senior leaders, and how do their elections actually work? They discuss what really goes on behind the scenes of professional service firms’ carefully stage managed leadership elections. Website: https://www.…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Lisa Marie Wark, MBA, PhD(c), shares pearls from her new book on how to know if your practice culture is holding you back and how to fix it. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alw…
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Thanks 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 breaks down the concept of “client guided sales” and how it transforms the traditional sales approach for s…
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In this episode, Raj Krishnamurthy speaks with Tony Martin-Vegue, seasoned risk practitioner, speaker, and co-chair of the FAIR Institute San Francisco chapter. Tony shares decades of lessons learned from leading cyber risk management at Netflix, Gap, and other major enterprises—showing how to move from qualitative heat maps to quantitative insight…
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A new limited series of the Syneos Health Podcast, Conversations on Commercialization unpacks how biopharma leaders are rewriting the commercial playbook, redefining what it takes to succeed. Recorded at Fierce Pharma Week 2025, the series begins with a two-part conversation with Mark Bard, co-founder of the Digital Health Coalition. In this episod…
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A new limited series of the Syneos Health Podcast, Conversations on Commercialization unpacks how biopharma leaders are rewriting the commercial playbook, redefining what it takes to succeed. Recorded at Fierce Pharma Week 2025, the series continues with part two of our conversation with Mark Bard, co-founder of the Digital Health Coalition. In thi…
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Technology expert Mark Matheny discusses the ease of moving your office from outdated phone systems to the more superior service of VOIP. What is the technology and why should you convert your office to it? Mark explains the features, such as superior sound, voicemail to email, smart features and remote access to name a few.…
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Planning a European cruise and overwhelmed by shore excursion choices? Travel advisors Ryan and Julie break down the must-do tours and activities at Europe's most popular cruise ports. From Norwegian fjords to Greek islands, discover how to maximize your limited time in each destination and choose experiences that match your travel style. Northern …
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John Perez, Sr. Director of Talent Acquisition at Sonic Automotive, shares how they built a junior apprenticeship program for students under 18. From earning executive buy-in to keeping kids safe in the shop, John breaks down how they’re developing the next generation of technicians by starting earlier than most. Check out the full video version of…
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Master cash flow management with insolvency expert Darren Vardy. Learn essential forecasting techniques, creditor relationship strategies, early intervention methods, and practical systems for maintaining healthy business cash flow. Key Topics Covered: - Importance of cash flow vs. profitability - Cash flow forecasting and monitoring systems - Mana…
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In this episode of Leaders of the Ledger, we sit down with Tim O’Neill, a senior manager at Whitley LLP, to discuss how young professionals can make a big impact in accounting. Tim shares his journey from starting in a big CPA firm to becoming a thought leader in the profession, breaking stereotypes, and inspiring the next generation of CPAs. Topic…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Brendan Alleyne, MD, who was featured on "National Geographic," shares his journey from performing face transplants to joining a fellowship. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alw…
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Thanks 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 dives into the essentials of maintaining a healthy, positive mindset as a service advisor. He emphasizes th…
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In this episode of Leaders of the Ledger, we dive into the changing landscape of the accounting profession with Rachel Farris, a young and dynamic CPA from San Francisco. With Gen Z and millennials bringing a fresh perspective, accounting is no longer the old, traditional career it used to be. From the rise of remote work to embracing cutting-edge …
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Planning a Caribbean cruise but unsure what to do at each port? Travel advisors Ryan and Julie share their expert recommendations for the best shore excursions across Western and Eastern Caribbean destinations. From submarine adventures to swimming with sea turtles, discover unique experiences that will make your cruise unforgettable. Western Carib…
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Guest: Georgia Dawson, Senior Partner of Freshfields If you are a lawyer you may be able to guess why Laura asks Georgia to explore the challenging theme of professional ethics with her. In a complex commercial, social, and political environment, how do you balance the competing interests of multiple stakeholders? How do you decide, what is the 'ri…
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Thanks 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 recaps his experience at the ASTA Automotive Service Tire Alliance Expo in Raleigh and dives into why ongoi…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Scott Miller, MD, of La Jolla, California, shares his own experience in writing, publishing and marfketing a consumer book for patients. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always,…
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In this episode of Security & GRC Decoded, host Raj Krishnamurthy sits down with Kenneth Moras, Head of Security GRC at Plaid. Kenneth shares his journey from web developer and pen tester to building GRC and assurance teams at scale across leading companies like Adobe, Meta, and now Plaid. The conversation explores how GRC must balance governance, …
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Travel advisors Ryan and Julie explore Kensington Tours' Personal Heritage Journey programs - unique travel experiences that trace your family ancestry through customized, private guided tours. Learn how to turn genealogical research into meaningful travel adventures that connect you with your personal history. What Are Heritage Journey Programs? F…
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Eric Rusch, Director of Product Marketing at Milwaukee Tool, breaks down two exciting new products technicians will love—the M12 FUEL™ Subcompact Impact Wrench and the M12 FUEL™ Gen 2 Ratchet—live at the Milwaukee Pipeline 2025 event. He shares key product features, how Milwaukee Tool has evolved to meet industry needs, and why it’s so rewarding to…
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Being a company director comes with serious responsibilities and personal risks. Darren Vardy explains director duties under the Corporations Act, the dangers of insolvent trading, and why being a "director in name only" can be extremely dangerous. Critical knowledge for anyone considering or currently holding a directorship. Key Topics Covered: Di…
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In this episode of Leaders of the Ledger, Rob Brown speaks with Mac Lillard, Senior Manager at GRF, about his influential role in the accounting profession. Mac shares his passion for advocating for the accounting degree and its potential to shape diverse career paths, including risk management, forensic auditing, and digital transformation. Learn …
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Thanks 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 celebrates 50 episodes of the Autofix Advisor Cast and shares powerful advice for service advisors looking …
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Raja Mohan, MD, discusses what they don’t teach you in fellowship and how he learned the business and marketing side of running a practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alwa…
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Episode Overview Join travel advisors Ryan and Julie as they take you on an epic Disney Springs quick service food crawl! Discover the best no-reservation dining options at Walt Disney World's premier shopping and dining district. From Spanish tapas to Asian street food, this episode is your guide to maximizing your Disney Springs dining experience…
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Jason Isaacs, Director of Product Marketing at Milwaukee Tool, dives into shop lighting—how Milwaukee Tool develops durable products, key lighting solutions for technicians, and advice on the best lights for those just starting their careers. Check out the full video version of the podcast on YouTube! About the Episode Host: Jay Goninen, WrenchWay,…
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Technology Solutions Consultant Aida Dillman talks about the technology that can be used to intentionally expand your business. Aida discusses automation, scheduling, and other strategies to get your started. Also hear how technology can be used to increase your geographical reach. Learn how to combat the advisor growth challenge.…
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What happens when CPAs step beyond compliance and bring their skills into the worlds of creators, entertainers, and gamers? In this episode of Leaders of the Ledger, host Rob Brown talks with Kendale King, CPA and founder of CPACon, about how he’s redefining what it means to be an accountant. Kendale shares his journey from Deloitte auditor to busi…
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Guest: Fabien Curto Millet, Chief Economist of Google. Fabien joins Laura to discuss how he and his team of economists anticipate, analyse, and understand the scale of change with which Google must contend. How does he lead his team of professionals, and manage himself, during these uncertain times? And what does he remember from when Laura taught …
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Thanks 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 phone skills for service advisors. He emphasizes the importance of treating every incoming call…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Discover the 5 Shifts to Attract and Keep More Cosmetic Patients through reviews, referrals and social exposure. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherin…
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Episode Overview Travel advisors Ryan and Julie pull back the curtain on their daily work, revealing the extensive behind-the-scenes effort that goes into creating seamless travel experiences. From initial trip planning to post-travel follow-up, discover why working with a professional travel advisor is invaluable in today's complex travel landscap…
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Recorded live at Milwaukee Pipeline 2025, Chris Enright—Founder & Owner of Enright Automotive and content creator—shares his journey from technician to shop owner and the lessons learned along the way. In this episode, we dive into making the transition from tech to owner, the ROI of technician training, the power of clear communication, and more. …
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Personal bankruptcy isn't the end of the world - it can be a fresh start. Darren Vardy explains the three-year bankruptcy process, explores alternatives like debt agreements, and shares why many people feel relief once the process begins. Essential guidance for anyone facing personal financial distress. Key Topics Covered: • What personal bankruptc…
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What happens when burnout becomes the spark for building a thriving CPA firm? In this episode of Leaders of the Ledger, host Rob Brown sits down with Kathryn Horton, CPA, to talk about her bold move from national firms to starting her own practice, her passion for data analytics, and why personal branding matters more than ever for accountants. Kat…
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Thanks 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 dives into the challenges service advisors face when it comes to avoiding uncomfortable tasks. Michael emph…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Steven Davison, MD shares his own journey through the hidden costs of building your own surgery center in competitive Washington, DC. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Gaurav Bharti, MD, shares the marketing blueprint for his 11 location surgical and med spa empire that spans across 5 states. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your h…
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How does a software engineer become a GRC leader? In this episode of Security & GRC Decoded, host Raj Krishnamurthy welcomes Varun Gurnaney, Staff Security Engineer at Apple. Varun shares his journey from writing janky Python scripts for compliance evidence collection to shaping the discipline of GRC engineering at some of the world’s biggest compa…
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Travel experts Julie and Ryan compare Disney Cruise Line and Royal Caribbean's family offerings after experiencing both cruise lines with their families. This comprehensive head-to-head analysis covers everything parents need to know when choosing between these popular family cruise options. Entertainment Comparison Royal Caribbean: More adult-only…
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Recorded live at the Milwaukee Pipeline 2025 event, Leah Balto, Group Manager of Product Marketing at Milwaukee Tool, joins host Jay Goninen to walk us through Milwaukee’s latest hand tool kits, explain how the team studies technicians in real-world settings to inspire smarter innovations, and share how Milwaukee Tool is investing in solutions that…
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In this episode of Leaders of the Ledger, Caleb Jenkins, an Enrolled Agent (EA), shares his unique journey into the world of accounting, not as a traditional CPA, but as an educator and mentor, committed to reshaping the profession. Caleb discusses the evolution of accounting, the impact of AI, and why he believes human connection remains at the he…
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In this episode of Leaders of the Ledger, host Rob Brown speaks with Goran Gmitrovic, founder of Outlook Accounting & Taxes, named one of CPA Practice Advisor’s 40 Under 40. Goran shares his inspiring journey from Croatia to Chicago, his path from football player to firm owner, and how he’s growing Outlook into a top 500 firm. We dive into topics l…
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This is the premiere episode of Leaders of the Ledger, brought to you by CPA Practice Advisor. While technology dominates much of the conversation in accounting, this podcast focuses on the people—the leaders driving change with courage, culture, and vision. Hosted by Rob Brown, this show highlights the human side of accounting: the disruptors, cul…
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