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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Service Advisor Challenges Podcasts
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 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 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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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 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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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 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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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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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®: 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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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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1
Inside Our $20K Madrid Retreat: The Strategy That Will Fuel A $1B Movement
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29:40In 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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Inside the Creative Leadership of Dolores Kuchina-Musina, PhD: OTAs, Deep Work & STEM Inspiration with Whimsical Adventure Companion, Mura the Dinocorn®
20:50
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20:50Send 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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5 Big Lessons from 40 Emerging Accounting Leaders | Rob Brown on Leaders of the Ledger
11:27
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11:27In 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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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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1
Throwback: How Dealers Win Back Parts, Service, and Used Bike Profit with Craig Martin
28:58
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28:58What 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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1
Forest Positive Transformation: Designing Supply Chains That Regenerate Nature - 10 Big Ideas to Transform Supply Chains for a Regenerative Future
28:37
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28:37Join 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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How 2 Young Surgeons Built Silicon Valley Practice — with Dominick Gadaleta, MD (Ep. 340)
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47:36📅 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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FUNDED SERIES: What’s Actually Getting Funded? Real Grant Data from Hundreds of Students
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31:44In 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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1
7 Marathons on 7 Continents: The Leadership Lessons Learned That Week
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44:03In 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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Leading Through Change: AI, Accountability, and Building Trust | Matt Tait on Leaders of the Ledger
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25:12In 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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From Panic to Patience: Navigating the Year and Staying the Course
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24:57Send 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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Throwback: Jason Gearld on Product That Sells, and Hiring Right
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21:10Jason 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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From Struggling to Booked Out in Beverly Hills — with Justin Yovino, MD (Ep. 339)
1:03:18
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1:03:18📅 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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122. Keeping the Legacy Alive: A Collision Shop Owner's Path Forward with Andy Peters
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19:35After 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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Risk Management and Insurance - Protecting Your Business and Family
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16:46Are 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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Funded by Melinda French Gates: Inside the $60M Innovation Grant Challenge
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39:38Welcome 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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Remote Leadership & the Future of CAS | Arna Erazo on Leaders of the Ledger
22:43
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22:43In 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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S4 EP6 - Leading Complex Change: Breaking Through Practical Barriers and Political Resistance
43:07
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43:07Guest: 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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Unveiling the Hidden Challenges of Law: A Serious Discourse
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21:17Legal 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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From DOE CIO to Distinguished Professor: A Conversation with Ann Dunkin of Georgia Tech & Dunkin Global Advisors
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11:29Send 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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Throwback: Steve Dodd on Comp Plans That Actually Work
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18:38Building 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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Carving Out a Referral Facelift Practice — with Raymond Lee, MD (Ep. 338)
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50:42📅 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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How to Stop Caving When Clients Ask for "Just One More Thing"
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14:25Join 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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The Team Based Approach for Independent Financial Advisors
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40:08Managing 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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Authenticity and Scaling a CAS Firm | Tailor Hartman on Leaders of the Ledger
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24:43Rob 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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Emily Hsu: The Strategist with Soul — Designing for Impact in Government Technology
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17:55Send 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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Infrastructure as a Service: Rethinking Logistics, Circularity, and Ownership in Regenerative Supply Chains - 10 Big Ideas to Transform Supply Chains for a Regenerative Future
18:35
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18:35What 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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From Fellowship to Two OR Suites — with Heather Levites, MD (Ep. 337)
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42:11📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Heather Levites, MD, shares her journey from cosmetic surgery fellowship to private practice and building two OR suites. 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, …
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121. Planning Your Exit Before Burnout: A Collision Shop’s Owner 45-Year Journey with Tom Ricci
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19:05After 45 years of running his Massachusetts collision shop, Tom Ricci knew it was time to start planning the next chapter, but like many long-time owners, he wasn’t sure how to step back without losing himself or the business. In this episode, Matt DiFrancesco talks with Tom about the real-life journey of transitioning out of a decades-old shop, th…
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Brian Croft on KTM, Dealers & The Future of Retail for Motorcycle and Powersports Dealerships
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59:39Powersports veteran Brian Croft returns to The Dealership Fixit Podcast, this time representing KTM Group North America, where he leads inside sales for the central to West‐coast region plus Alaska & Hawaii. He shares a rich 25+ year journey through dealerships, distributors, parts, and OEM leadership. In this episode, we dive deep into: How KTM ha…
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Business Financing - Making Smart Borrowing Decisions | i.O. Insolvency Options
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17:14Are you making smart borrowing decisions for your business? In this essential episode, Darren Vardy examines the true cost of business financing and reveals why easy-access loans can trap struggling businesses. Learn the difference between borrowing for growth versus borrowing to pay old debts, and discover how to identify the root causes of cash f…
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1
Reclaiming Your Worth — What Money Mindset Has to Do with Grant Writing
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11:47Welcome to the Grant Writing & Funding Podcast. In this episode, Holly Rustick explores the importance of money mindset in the nonprofit and freelance grant writing sectors. She shares her personal experiences growing up in poverty and how it influenced her career and pricing strategies YOU'LL LEARN -How to reframe your worth as a grant writer -The…
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Live at the Impact & Inspire Luncheon: Alexa Tsui on Leadership, Cancer, and Changing GovCon Culture
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25:10Send us a text Recorded live at the Impact & Inspire Women’s Luncheon, this powerful episode features a candid and energizing conversation with Alexa Tsui, Acting CEO of Forum and a transformative voice in today’s GovCom community. Host Mary Ann Brown sits down with Alexa to unpack what authentic leadership really looks like. Alexa shares her passi…
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The Future of Accounting Leadership: Next-Gen Perspectives | Lexi Weber on Leaders of the Ledger
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29:21Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes i…
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How Letting Go Helped This Plastic Surgeon Grow — with Kailash Narasimhan, MD (Ep. 336)
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37:56📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Kailash Narasimhan, MD, shares in this Beauty and the Biz episode, how letting go helped him grow as a facial plastic surgeon. 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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S4 EP5 - Becoming "Professional": How to Look, Sound, Act and Feel like a Professional
37:29
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37:29Guest: Paul Lewis, Firmwide Managing Partner of Linklaters If you do not fit the conventional image of an elite professional, how do you persuade others that you are, and how do you learn to feel like one? Paul and Laura discuss his own very personal experiences of “becoming professional”. What can be done to help people from non-professional backg…
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The Process is the Profit: F&I, Training, and Reinsurance with Gene Silas of Brightline Dealer Advisors
1:10:41
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1:10:41In this episode, Dealership Fixit Podcast host Jacob Berry talks with Gene Silas, Vice President of Sales at Brightline Dealer Advisors, about how the best dealers turn process into profit. Gene’s story starts in the Marine Corps and leads through decades in automotive and powersports leadership. He shares what’s working right now in F&I, how deale…
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Dr. Nicole Oxley: Leading with Purpose and Impact in Federal Technology
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9:16Send us a text Host Mary Ann Brown welcomes Dr. Nicole Oxley, CEO/President of Oxley Enterprises, for a deep dive into leadership, legacy, and the art of making an impact in federal technology. Dr. Oxley discusses her approach to building strong, high-performing teams, overcoming challenging situations, and staying ahead of rapid changes in technol…
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The Hidden Path to Invite-Only Grants: Relationship Strategies from a Nonprofit's $1M+ Funding Model
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43:16Want to land invite-only grants and corporate sponsorships? Hear how Surge for Water built trust-based relationships that unlocked over $1M in funding. Founder Shilpa Alva shares actionable strategies for grant writers and nonprofit leaders to move from cold outreach to long-term funder partnerships, boost corporate support, and secure sustainable …
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Building Influence in Accounting: AI, Personal Brand & Entrepreneurial Growth | John Malone on Leaders of the Ledger
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25:55In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world. John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve…
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The Insurance Crisis Dealers Can’t Ignore With Zach Materne from Apiar
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54:24Why are powersports insurance rates skyrocketing? Why are major carriers leaving the market? And what can dealers actually do about it? Jacob Berry sits down with Zach Materne, Commercial Risk Consultant and former dealership operator, to unpack the real reasons coverage is getting harder to find, and how to protect your store before renewal. Zach …
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From "Not Wanted" to World-Renowned — with Ashkan Ghavami, MD (Ep. 335)
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56:46📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Ashkan Ghavami, MD, shares his journey from not being wanted in Beverly Hills, to becoming a world-renowned cosmetic surgeon. 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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1
The Global South’s Supply Chain Revolution: From Decolonizing Resilience to Regenerative Frontiers - 10 Big Ideas to Transform Supply Chains for a Regenerative Future
21:17
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21:17The next transformation in global trade isn’t being written in boardrooms — it’s being built in the Global South. In this episode of The Supply Chain Revolution®, host Sheri Hinish (The Supply Chain Queen) and co-host James George are joined by Professor Gautam R. Desiraju, one of India’s most distinguished scientists and co-author of India’s Suppl…
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120. Why Do-It-Yourself Exit Plans Don’t Work
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17:30Most business owners think they can handle their exit plan on their own—or with the help of a CPA or attorney. But without the right expertise and coordination, that DIY approach often leads to missed opportunities, legal headaches, and costly mistakes. In this episode, Matt Di Francesco explains why going solo on your exit plan rarely works. He sh…
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