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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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Planning your Financial Future

IG Wealth Management Inc., Mutual Fund Division

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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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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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Legal Owl

Jock Brocas

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Hosted by a mentor with a background in specialist security operations, strategic intuitive intelligence, former military service, and transformational psychology. This podcast brings a rare lens to the challenges lawyers quietly carry. As an advisor to CEOs, leaders, and legal professionals at the edge of change, your host draws on decades of experience in high-pressure environments to deliver grounded, strategic intuitive insight. Each episode explores what truly sustains a legal career—me ...
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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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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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Welcome to the Dealership Fixit Podcast, a show dedicated to power sports dealership professionals! In today's ever-evolving market, staying ahead of the game is vital. We invite you to subscribe to our podcast and gain access to the secrets of success in the motorcycle and ATV dealership life. In each episode, we dive into the challenges and opportunities each power sports dealership faces today. Our expert insights from various industry leaders, seasoned professionals, and innovative think ...
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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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Los Angeles Surf Report Tap into the LA surf scene with your personal, AI-powered wave advisor The "Los Angeles Surf Report" is your key to navigating the diverse surf breaks along LA's iconic coastline. With AI analyzing real-time National Weather Service data, this podcast gives you everything you need to score the best waves.Inside each episode: The Lowdown: Wave height, swell size and direction, wind conditions, and water temperature tailored to the LA area. Break-by-Break Analysis: Our ...
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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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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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act.Thinking Independently takes listeners inside the mindset of Conor Delaney, Founder and CEO of Good Life Companies, a leader redefining what it means to build with purpose. Hosted by Nick LoPresti, Chief of Staff at Good Life, each episode explores the challenges and decisions that shape business growth, leadership, and balance. Through candid conversations, Conor shares the lessons that helped him turn one small-town ...
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Quit your toxic nonprofit job and replace your full-time income while writing grants part-time, from home! Join our students in the Freelance Grant Writer Academy to create Financial Stability and Flexibility through writing grants for causes you are passionate about: https://grantwritingandfunding.com/freelance-grant-writer-academy World-renowned grant writing expert and Amazon bestselling author Holly Rustick provides coaching that helps new and experienced grant writers replace their full ...
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IMPACT Podcast Series

Mary Ann Brown, Tracey Aubey

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IMPACT is FORUM’s signature podcast highlighting the women whose leadership, expertise, and vision are shaping the future of government, technology, and the federal contracting community. Each episode features in-depth, authentic conversations with executives, trailblazers, innovators, and rising leaders who are driving meaningful progress across the public and private sectors. The podcast explores a wide range of topics essential to modern leadership: building inclusive workplaces, navigati ...
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Enabled in Academia

Heena Sobhani

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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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Your Business Your Life

Matt Di Francesco

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Welcome to Your Business, Your Life with Matt DiFrancesco, your personal financial quarterback. Business owners needs are a bit different; aligning your business and family are critical to your success – We help with your unique challenges so you reach your financial goals. Your business – your life, it’s our priority at Di Francesco Virtual Family Office. Let’s get started
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Supply Chain Revolution

Sheri Hinish, SupplyChainQueen

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Supply Chain Revolution®: Sustainability • Innovation • Technology Where sustainability meets innovation — real leaders, real strategies, real transformation. At the intersection of people, planet, and technology, Supply Chain Revolution® reveals how the world’s top innovators are transforming sustainability, AI, and supply chain strategy into advantage. Welcome to Supply Chain Revolution®, the global podcast redefining how we think about sustainability, technology, and transformation. Hoste ...
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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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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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Surfers and beach lovers, get ready for a wild ride along the California coast! Today's looking mellow with small 1 to 3 foot waves rolling in from the west, perfect for beginners or those looking to cruise. Water temps are sitting sweet around 62 to 63 degrees - not too chilly, not too warm. But hold onto your boards, because Tuesday is bringing t…
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The central theme of this episode revolves around the pivotal role that expert witnesses play within the legal framework, as elucidated by Dr. John Burlson, a distinguished member of the Help Lawyer network. Dr. Burlson shares his extensive expertise in the domain of spine surgery, highlighting the intersection of medical knowledge and legal procee…
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Surf's up, wave riders! Let's break down the coastal conditions from Malibu to San Luis Obispo for today and tomorrow. Starting in Malibu and LA County, we're looking at mellow 1 to 3 foot waves with a super chill west swell. Water temperatures are sitting pretty at 60 to 63 degrees - wetsuit optional but recommended. Rip current risk is low, so be…
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Surf's up, wave riders! We've got the lowdown on coastal conditions from Malibu to San Luis Obispo. Today's gonna be a mellow scene with surf heights mostly hanging between 1 to 3 feet along Malibu and Los Angeles beaches. Water temps are sitting pretty at a comfortable 62 to 65 degrees - wetsuit optional but recommended. Ventura County's bringing …
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Surf's up, wave riders! Get ready for an epic coastal adventure along the Southern California shoreline. Today's looking like a seriously charged day for ocean enthusiasts, with a west swell that's bringing some serious energy to our beaches. Malibu and LA County are sporting a gnarly 3 to 5 foot surf with a high rip current risk - so listen up, su…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Catherine Maley, MBA, author and renowned cosmetic practice business coach, explains why converting consults feels harder now. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your …
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Exit planning is often talked about in terms of numbers, valuation, and deal structure, but what happens when the real work starts with people, emotions, and a clear sense of what comes next? In this episode, Matt Di Francesco sits down with Hannah Chalker, a Certified Exit Planning Advisor and Certified Growth Value Advisor, to explore what truly …
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If you want to sell more units, stop chasing random marketing ideas. Build a system. In this solo episode, I walk through an evergreen marketing framework for powersports dealers to move major units faster, protect margin, and create more repeat business. We cover inventory merchandising, first party data, equity mining, paid ads, organic content, …
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Surf's up, wave riders! The National Weather Service has dropped the latest coastal conditions, and things are looking spicy along the Southern California coastline. We're looking at a high-risk rip current situation today from Malibu to Santa Barbara, so listen up and stay alert. The waves are packing some serious punch with 3 to 5-foot swells rol…
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What is a Director Penalty Notice and how can it make you personally liable for company debts? In this essential episode, Darren Vardy explains the ATO's powerful enforcement tool that gives directors just 21 days to act or face personal liability for unpaid PAYG, GST, and superannuation. Learn the critical difference between standard and lockdown …
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Surf's up, beach lovers! We're looking at some seriously gnarly conditions along the Southern California coastline today. If you're thinking about catching some waves, listen up - this forecast is crucial. From Malibu to Santa Barbara, we're dealing with a high rip current risk that demands respect. Surf heights are cranking between 2 to 4 feet, wi…
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The primary focus of this discourse centers around the profound implications of artificial intelligence (AI) within the legal profession. I assert that while AI offers significant efficiencies, it concurrently poses a substantial risk of cognitive decline among legal practitioners. This episode delves into the seductive allure of expedited processe…
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In this episode of the Grant Writing and Funding Podcast, host Holly Rustic shares an exclusive behind-the-scenes look at a recent team retreat in Madrid, Spain, that cost $20,000. Holly discusses the strategic decisions, deep work, and innovative approaches taken during the retreat, which have already shifted the trajectory of their grant writing …
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Surf's up, wave riders! Get ready for a wild ride along the California coast. Today might seem like a mellow day with small 1 to 3 foot waves, but Wednesday is about to bring the thunder - or at least some serious swell action. Right now, rip current risks are low, so beginner surfers can breathe easy. Water temperatures are hovering between 59 and…
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Send us a text In this episode of Forum IMPACT: Women in Leadership, host Mary Ann Brown sits down with Dolores Kuchina-Musina, PhD, CEO and Founder of REXOTA® Solutions—a powerhouse leader recognized for her work in federal contracting, public procurement innovation, small business growth, and cross-sector strategy. A Jacques S. Gansler Fellow, NC…
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In this season finale, host Rob Brown distills the most powerful insights from 14 standout accounting innovators featured in the CPA Practice Advisor 40 Under 40. Discover the 5 transformative themes that surfaced across every conversation: how influence begins with service, why your personal story is your greatest asset, what makes leadership trul…
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Surf's up, wave riders! Let's break down the coastal conditions for our stunning Southern California coastline. From Malibu to Santa Barbara, we're looking at a mellow surf scene today with modest 1 to 3 foot waves rolling in from the west. Water temperatures are sitting pretty between 50 and 64 degrees - wetsuit optional but recommended for the mo…
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In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement …
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Alright surf fam, here's the lowdown on our coastal conditions! We're looking at a mellow weekend with gentle waves rolling in across Southern California. If you're thinking about hitting the water, today's your day for some chill surfing action. Waves are staying smooth and manageable at 1 to 3 feet from Malibu all the way down to San Luis Obispo.…
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Send us a text In this episode, on Planning Your Financial Future we break down where interest rates stand heading into year-end, why diversification still drives long-term success, and the practical tax strategies Canadians should act on before December 31. We explore RRSP/RRIF planning, TFSA usage, RESP contributions, capital gains decisions, and…
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Surfers and beach lovers, listen up! The Pacific Coast is serving up some sweet wave action this weekend. Starting in Malibu and LA County, we've got a moderate rip current risk today with surf heights cruising between 2 to 4 feet. Water temps are sitting comfy at 61 to 64 degrees - not too shabby for December. Catch those west swells early, becaus…
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What if the internet is not the real problem? In this throwback episode of The Dealership Fixit Podcast, Craig Martin joins the show to share lessons from decades in powersports as a dealership owner, race team manager, track operator, and distributor rep. Craig explains why charging customers more for internet purchases pushes them away, how flipp…
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Join Sheri Hinish, the Supply Chain Queen®, and co-host James George for Big Idea 7 of the Supply Chain Revolution podcast all about Forest Positive Supply Chains. This episode is part of the 10 Big Ideas to Transform Supply Chains for a Regenerative Future series and explores how global supply chains can evolve from deforestation free compliance t…
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Surf's up, wave riders! Get ready for a coastal cruise through the latest marine meteorological intel. We're tracking a solid west swell rolling into Southern California's shoreline with some seriously diverse conditions. Malibu and Los Angeles County beaches are looking mellow with 1 to 3 foot waves and a low rip current risk - basically a beginne…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Dominick Gadaleta, MD, tells his journey on how 2 young cosmetic surgeons built their Silicon Valley practice. 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, Catherine …
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In this new subseries 'Funded.' Learn about the massive movement to secure $1 billion in grants and $30 million for grant writing businesses by 2030. Holly shares success stories, real data, and insights into what's working in grant writing and funding today. Discover practical tips, how to navigate economic and political shifts, and the innovative…
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In Episode 15 of Thinking Independently, Nick LoPresti and Conor Delaney unpack the leadership lessons Conor learned while running 7 marathons on 7 continents in just one week. They dive into what happens mentally, physically, and emotionally when you reach the point where most people would quit and how those moments translate directly into the way…
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In this episode, Rob Brown sits down with Matt Tait, a recovering attorney turned entrepreneur who has built and scaled multiple companies, including Decimal. Matt shares how he accidentally became an accounting influencer, why honesty and transparency outperform perfection, and why leading through change matters now more than ever as accounting ex…
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Send us a text In this episode, Planning Your Financial Future unpacks an unpredictable year in the markets, highlighting dramatic swings, shifting interest rates, and the nonstop noise that pushes investors to react. They explain why headlines can mislead, how volatility tests discipline, and why staying grounded is often the most effective strate…
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Jason Gearld joins Brian to talk about building Phoenix Handlebars, why fewer bends and clearer choices sell better at the counter, and how dealers can create a parts department customers want to visit. Jason also shares practical hiring tips from his work with MotorcycleIndustryJobs and why trade shows still matter for local stores. What you will …
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Justin Yovino, MD, talks about his journey from struggling under employment to opening his booked out surgical practice in Beverly Hills. 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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After decades of growing Peters Body Shop into a trusted name in Fort Wayne’s collision repair community, Andy Peters found himself at a crossroads when his long-time advisors retired and friends began asking when he would finally slow down. In this episode, Matt DiFrancesco talks with Andy about the moment he realized he needed a transition plan, …
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Are you properly protected against business risks? In this vital episode, Darren Vardy examines the critical role of insurance in business protection and reveals why many business owners discover their coverage gaps too late. Learn about the essential types of insurance every business should have, understand personal guarantees and director liabili…
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Welcome to the Grant Writing & Funding Podcast! In this episode, host Holly Rustick sits down with Clare Bresnahan English, Senior Director of the Workplace Innovation Now (WIN) Challenge at the Aspen Institute, to break down a massive $60 million grant opportunity for U.S. nonprofits. Tune in today to listen to this podcast. WHAT YOU NEED TO KNOW …
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In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma. Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses …
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In this episode, Dr. Jackie Meyer, CPA and Neil Gordon explore the challenges professionals face in communicating their value effectively, particularly in the tax advisory field. They discuss the concept of the 'silver bullet' as a powerful persuasion technique, the evolving role of tax professionals in light of AI advancements, and the importance …
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Guest: Dame Emily Lawson, formerly COO, NHS England, and Head of Number 10's Delivery Unit Emily has considerable experience of leading change in complex professional organisations, including leading the initial rollout of the COVID-19 vaccine programme across the UK. Laura asks: How do you manage to not be overwhelmed by complexity or discouraged …
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Legal Owl serves as a distinctive forum that interweaves the complexities of the legal profession with the often-unspoken challenges faced by practitioners, such as burnout and grief. Our discourse transcends conventional legal commentary, delving into the profound necessity for clarity, purpose, and personal alignment within a legal career. We pro…
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Send us a text EPISODE DESCRIPTION: In this episode of IMPACT: Women in Leadership, host Mary Ann Brown sits down with the extraordinary Ann Dunkin—External Fellow and Distinguished Professor of the Practice at the Georgia Institute of Technology, CEO of Dunkin Global Advisors, and one of the nation’s most respected voices in technology leadership.…
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Building the right compensation plan isn’t easy, but it’s one of the most powerful tools a dealership has to shape performance and culture. In this throwback episode, Steve Dodd joins The Dealership Fixit Podcast to explain how comp plans drive behavior, how to build one that rewards performance without breaking the bank, and how to fix broken pay …
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Raymond Lee, MD, shares his experience in carving out a referral facelift practice in competitive Newport Beach, California. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your ho…
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Join host Holly Rustick on the Grant Writing and Funding Podcast as she delves into the essential topic of setting boundaries as a freelance grant writer. Learn how to professionally handle client requests that fall outside the scope of work while maintaining good relationships and avoiding burnout. Holly shares practical advice, including key phra…
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Managing Partner James Costabile & Ira Krulik discuss the collaborative approach taken by ICG Next to create a more efficient workflow for Independent Financial Advisors. Learn More Talk to Garrett: Call: 919-561-2436 Email: [email protected] Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors…
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Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world. Tailor opens …
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Send us a text Host Mary Ann Brown sits down with Emily Hsu, Senior Director of Solution Strategy at Steampunk, for a lively conversation about strategy, innovation, and leading with purpose in the ever-evolving world of government technology. Known as a “strategist with soul,” Emily brings both heart and precision to the GovTech space — turning co…
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What if the most transformative infrastructure for regenerative supply chains was the one you never notice? In this episode of the Supply Chain Revolution podcast, hosts Sheri Hinish (Supply Chain Queen) and James George sit down with Sandra Leyva Martinez, Head of Sustainability for CHEP Americas at Brambles—the world's largest circular asset pool…
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