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Solo Professional Automation Podcasts

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Tips and tech for Canadian professionals in solo private practice. Explore proven strategies to attract ideal clients, reduce admin overhead, protect client privacy, and foster sustainable growth. All without leaning on aggressive marketing and hustle-culture tactics. Join host Greg Mount on the quest for a calm, more organized business in a chaotic, digital world.
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Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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PROpulsion LIVE

Francois du Toit

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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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Welcome to Never GTM Alone—the podcast where tech marketing gets personal. Hosted by Rick Currier, founder of PartnerVista and longtime partner marketing strategist, this show cuts through the noise of go-to-market jargon to bring you unfiltered conversations at the intersection of partnerships, technology, and human connection. Whether you’re a partner marketer navigating complex ecosystems, a founder building your first co-sell motion, or a tech exec wondering why sales still doesn’t get i ...
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Welcome To Communication, Connection, Community, The Podcasters' Podcast. We've taken two podcasts and merged them into one! Originally Speaking of Speaking, this podcast takes a deep dive into modern day communication strategies in the podcasting space. We chat with interesting people who make the podcasting (and speaking) space exciting and vibrant. We also dive into the podcasting community, with news, updates, latest trends and topics from the every evolving space. Strap in, it's going t ...
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How I AI

Brooke Gramer

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How I AI™ is an interview-style podcast hosted by Brooke Gramer that pulls back the curtain on how everyday individuals are using artificial intelligence tools to transform their personal and professional lives. By sharing real-world stories and practical insights, this podcast demystifies the rise of AI and empowers listeners to integrate these powerful technologies into their own workflows. Each episode dives into the creative, strategic, and innovative ways people are harnessing AI.. from ...
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Voices of Women Physicians

Tatyana Reznik MD, FACP

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Dr. Tatyana Reznik is a practicing physician and a Certified Life Coach. She interviews many talented women physicians, diving into their journeys to success inside and outside of medicine. Her guests share practical tips from their areas of expertise you can easily apply to your life. Additionally, her solo episodes focus on many effective coaching tools to add more joy to your life. She is here to inspire you, to elevate your voice, and to help you build your happiness toolkit for the jour ...
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Is the value of your enterprise analytics SAAS or AI product not obvious through it’s UI/UX? Got the data and ML models right...but user adoption of your dashboards and UI isn’t what you hoped it would be? While it is easier than ever to create AI and analytics solutions from a technology perspective, do you find as a founder or product leader that getting users to use and buyers to buy seems harder than it should be? If you lead an internal enterprise data team, have you heard that a ”data ...
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The Red Pill Marketing Show pulls back the curtain on cutting-edge marketing tools and software the moment they launch. Join us as we deep-dive into raw, unfiltered reviews of the latest MarTech releases, giving you the real truth about what works and what doesn't. No sugar coating, no affiliate pressure – just honest insights from marketers who've been in the trenches. Each episode delivers actionable insights about new marketing software, from AI tools and automation platforms to analytics ...
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Send us a text Succession planning has become one of the most important — and most difficult — conversations in the financial advice profession. In this episode of PROpulsion LIVE, we welcome Jaco van Tonder, Advisor Services Director at Ninety One, to explore the realities of succession planning for independent financial advisers (IFAs). Jaco has …
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In this episode, I talk with Ilya Preston, co-founder and CEO of PAXAFE, a logistics orchestration and decision intelligence platform for temperature-controlled supply chains (aka “cold chain”). Ilya explains how PAXAFE helps companies shipping sensitive products, like pharmaceuticals, vaccines, food, and produce, by delivering end-to-end visibilit…
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Send us a text Pricing might be the most powerful yet underutilized profit lever in your business toolkit. In this eye-opening conversation with Per Sjöfors, "The Price Whisperer," we uncover why most businesses leave substantial money on the table through ineffective pricing strategies. Per reveals the shocking mathematics behind pricing power: wh…
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In this episode, I share my own journey into AI, what it’s been like to transition back into entrepreneurship, and why I joined an AI community called the Collective. You’ll hear from co-founders Jonathan Foltz and Umer Hadeed on what it means to be an AI integrator, the role of community, and their vision of being “AI Enhanced.” For me, The Collec…
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Dr. Julie Wilson is a physician-entrepreneur on a mission to rebuild primary care from the inside out — not just for patients, but for the doctors who serve them. As the Founder and CEO of Terra Nova Medical Clinics, she’s leading the largest and fastest-growing physician-led network in British Columbia, bringing a modern, collaborative, and tech-f…
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Send us a text This week on PROpulsion LIVE, Francois sits down with Ettienne Wilsnagh, a seasoned financial services professional with 31 years of experience — from advisor to franchise owner and business leader. Ettienne shares his journey from starting in the life industry straight out of school, to running one of Old Mutual’s most successful fr…
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In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors …
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Send us a text Ever wondered how an entire nation discovers a medium that's been thriving elsewhere for decades? Meet Gautam Raj Anand, widely known as "the father of podcasting in India," whose remarkable journey from bored banker to pioneering podcast innovator reveals what happens when necessity meets opportunity. Gautam's story begins with corp…
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In this episode of How I AI, Dr. Alex Kihm, founder of POMA, explains a practical way to make AI more accurate while using less compute and energy. We talk about his path from early plug-in hybrid work in Germany to building tools that reduce waste and deliver more reliable results in everyday workflows. 🔥 Topics We Cover: How thoughtful data prep …
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What happens when half your customers start their shopping journey with ChatGPT instead of Google? In this episode, Rick sits down with Ekapat Chareonlarp, SVP of Global Client Strategy at Criteo, to talk about the massive shake-up happening in marketing, commerce, and partnerships. Ekapat breaks down why we’re moving from search engines to answers…
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Dr. Julie Wilson is a physician-entrepreneur on a mission to rebuild primary care from the inside out — not just for patients, but for the doctors who serve them. As the Founder and CEO of Terra Nova Medical Clinics, she’s leading the largest and fastest-growing physician-led network in British Columbia, bringing a modern, collaborative, and tech-f…
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Send us a text AI is changing financial advice, but are you using it responsibly in your practice? In this episode of **PROpulsion LIVE**, Francois du Toit explores how advisers and planners can bring AI into their businesses without putting clients, or compliance, at risk. We’ll look at: ✅ Why responsible AI matters for advice firms ✅ The biggest …
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Send us a text The greatest ideas in the world die every day simply because nobody remembers them. What separates forgettable messages from unforgettable ones? Brain glue - the emotional "stickiness" that makes concepts impossible to forget. James I. Bond, behavioral management specialist and award-winning author, shares the transformative moment t…
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Meet Dr. Marcia Harris- Columbia and Cornell – trained surgeon turned hormone restoration pioneer - who has helped thousands of midlife women reclaim their energy, sexual vitality, and quality of life. With over 40 years of clinical experience, she’s challenging outdated menopause care. As the founder of The Wellness Restoration Center, she special…
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Welcome back to How I AI™! In this solo episode, I unpack some of the biggest conversations in AI right now and share my perspective as a creator, moderator, and consultant working at the frontlines of this evolving space. 🔥 Topics We Cover Leadership lessons from Noelle Russell from her book Scaling Responsible AI: From Enthusiasm to Execution Sam…
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This is part two of the framework; if you missed part one, head to episode 175 and start there so you're all caught up. In this episode of Experiencing Data, I continue my deep dive into the MIRRR UX Framework for designing trustworthy agentic AI applications. Building on Part 1’s “Monitor” and “Interrupt,” I unpack the three R’s: Redirect, Rerun, …
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Send us a text What if just a few lessons could shift the entire trajectory of your business and personal growth? In this episode of PROpulsion LIVE, Francois du Toit shares the 7 most impactful, game-changing lessons he’s learned on his journey — from growing a business to navigating personal challenges and finding alignment along the way. These a…
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Send us a text AI is changing everything. But what if the real risks are not in what it does, but in what we fail to notice? In this solo episode of PROpulsion LIVE, Francois looks at the long-term risks of AI adoption for financial planners, advice firms, and the people they serve. From privacy erosion to job displacement, and from over-reliance o…
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Send us a text In this week’s solo episode, Francois du Toit discusses one of the most overlooked causes of burnout, friction, and stagnation: misalignment. From your personal values to your tech stack. When things aren’t pulling in the same direction, everything feels harder. But when you find alignment across your life, business, systems, and peo…
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In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coac…
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Meet Dr. Marcia Harris- Columbia and Cornell – trained surgeon turned hormone restoration pioneer - who has helped thousands of midlife women reclaim their energy, sexual vitality, and quality of life. With over 40 years of clinical experience, she’s challenging outdated menopause care. As the founder of The Wellness Restoration Center, she special…
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Welcome back to How I AI™! In this episode, I’m joined by Tianna Robinson, fractional Chief Communications Officer, award-winning publicist, founder of Intertwined Agency, and creator of AI for PR. Tianna has built her career representing culture-shifting talent and brands at the intersection of entertainment, sports, social impact, and technology.…
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When sales, marketing, and partnerships pull in different directions, GTM programs stall before they start. In this episode, Rick sits down with Greg Portnoy, CEO and founder of Euler, to explore how partner-led marketing can work in lockstep with sales—and how AI is making it easier to get there. They unpack why so many joint GTM campaigns fail in…
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Does creative ownership still exist when every platform claims broad rights to your uploads? In this departure from our usual tips and tech, Greg Mount explores how the erosion of digital ownership affects professionals who share their expertise online. Through stories from the music industry's digital transformation and a parable about a fictional…
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Send us a text What if everything you thought about building community around your podcast was incomplete? Paul Gowder, founder of PowWows.com and host of multiple podcasts, including "OTW with Paul," shatters common misconceptions about community building in this eye-opening conversation. The secret to fostering genuine connection doesn't lie in f…
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In this episode of Experiencing Data, I introduce part 1 of my new MIRRR UX framework for designing trustworthy agentic AI applications—you know, the kind that might actually get used and have the opportunity to create the desired business value everyone seeks! One of the biggest challenges with both traditional analytics, ML, and now, LLM-driven A…
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This week on How I AI, I am joined by Dr. Akash Parvatikar, a computational pathologist and medical imaging scientist who works at the intersection of AI and healthcare. Akash earned his Ph.D. through the joint Carnegie Mellon–University of Pittsburgh School of Medicine in Computational Biology and has been developing advanced AI workflows that sup…
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What makes a great partner marketer? It's not your tech stack. It's not your campaign calendar. It's how well you build trust, how fast you adapt, and whether you actually have a plan—or are just throwing tactics at the wall. In this episode of Never GTM Alone, Microsoft’s Mo’Shai Gibbs cuts through the noise. She shares how she navigates silos, pl…
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Dr. Brittney Anderson is a board-certified family medicine physician who brings a passion for personalized patient care to her thriving private practice, which she successfully launched in 2022. Her entrepreneurial spirit and dedication to independent medicine have not only allowed her to create a highly successful clinical environment but also ign…
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Send us a text Ever wondered why some podcasts thrive while others fizzle out after just a few episodes? Serial entrepreneur John C. Morley pulls back the curtain on what truly drives podcasting success—and it's not what most beginners expect. With refreshing candor, John shares how he transformed his frustration with inadequate marketing agencies …
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This week on How I AI, I’m joined by Kyle Binder, the founder of PetLovers, an international e-commerce brand in the pet hair removal niche that now brings in $10 million a year in revenue. Kyle started with just $2,000 and a student grant. What began as a simple lint roller listing on Amazon has grown into a lean, data-driven business operating in…
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In this episode of Never Go To Market Alone, Rick sits down with Ben Henson—B2B lead gen veteran and founder of Peel—to explore how AI is transforming the way we convert leads, deliver content, and engage buyers. From his early days at TechTarget and Integrate to launching Peel’s AI-powered content tools, Ben shares what’s broken in traditional lea…
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Dr. Brittney Anderson is a board-certified family medicine physician who brings a passion for personalized patient care to her thriving private practice, which she successfully launched in 2022. Her entrepreneurial spirit and dedication to independent medicine have not only allowed her to create a highly successful clinical environment but also ign…
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Send us a text This Friday on PROpulsion LIVE, we’re joined by powerhouse entrepreneur and award-winning financial adviser Wouter Snyman, founder of the attooh! Group. With over 33 years of experience, 16 books to his name, and a track record of building the #1 Discovery Group adviser firm for more than a decade, Wouter shares what it takes to futu…
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Send us a text Ever wondered how successful podcasters build thriving communities while staying true to themselves? Dave Bates, an executive coach with 30 years of business experience, pulls back the curtain on what really drives podcast sustainability and growth. Most creators launch their shows expecting rapid success, only to abandon ship after …
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In this episode of Experiencing Data, I chat with Irina Malkova who is the VP of AI Engineering and VP of Data and Analytics for Tech and Product at Salesforce. Irina shares how her teams are reinventing internal analytics, combining classic product data work with cutting-edge AI engineering—and her recent post on LinkedIn titled “AI adoption moves…
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This week on How I AI I’m joined by James Jones, a Hollywood sculptor turned award-winning AI filmmaker and the creative force behind Satire AI. With credits on X-Men, Pirates of the Caribbean, Spider-Man, and Into the Wild, James brings decades of practical effects and storytelling experience to the world of generative cinema. Now, he’s using AI t…
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What happens when a seasoned startup founder builds his second company not in Silicon Valley, but in Halifax, Nova Scotia? You get a fresh perspective on growth, grit, and community-first business. In this episode, Rick Currier sits down with Tukan Das, founder of Gia and former CEO of LeadSift, to explore the real-world challenges of scaling a Saa…
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Dr. Brittney Anderson is a board-certified family medicine physician who brings a passion for personalized patient care to her thriving private practice, which she successfully launched in 2022. Her entrepreneurial spirit and dedication to independent medicine have not only allowed her to create a highly successful clinical environment but also ign…
  continue reading
 
Send us a text We’re not easing into the future of financial planning... we’re already in it. And yet, many advisers still find themselves facing the same big issues day after day. In this powerful episode, Francois du Toit unpacks the 7 major problems currently reshaping the advice profession, and what forward-thinking planners can do about them. …
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In this episode of How I AI, I’m sharing key updates, must-know AI news, and a personal reflection on what I would do differently if I were starting my AI journey today. You’ll hear about a powerful research paper on the future of work with AI agents, why the U.S. government just invested hundreds of millions into AI companies, and the viral YouTub…
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Send us a text Have you ever felt that nagging sensation that you're meant for more, but something invisible holds you back? Lucie Ptasznik knows this feeling intimately. From a city girl with an impossible horse dream to building a seven-figure equestrian business, her journey reveals the extraordinary power of perseverance and mindset transformat…
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Kathryn Rose didn’t set out to build a movement—she just wanted to help her friends in channel marketing survive the chaos. Fast forward a year and the Channel Marketing Association is one of the fastest-growing, most energized communities in the space. In this episode, Kathryn dishes with Rick about how it all came together: the scrappy beginnings…
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Dr. Chiagozie Fawole is a pediatric anesthesiologist and serial entrepreneur passionate about helping physicians and other high-earning professionals build wealth outside of their clinical careers. Dr. Fawole began her entrepreneurial journey during residency, where she successfully closed her first two real estate deals. She built a portfolio of m…
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Your clients can order pizza in two minutes. How long does it take them to book their first appointment with you? If the answer makes you uncomfortable, you're not alone. In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seaml…
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Send us a text In this episode of PROpulsion LIVE, we sit down with SEO coach and digital strategist Carla dos Santos to unpack the changing search landscape. With AI Overviews, featured snippets, and Google answering questions without a single click — how can businesses stay visible? Carla shares 20+ years of experience in the digital world and br…
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