Advisors don’t need another tool. They need a strategy and a thought partner. The AI-Powered Advisor Podcast is where modern advisory meets practical AI. Hosted by brothers Mike and Danny Shannon, founders of Impruve, each episode delivers real-world tactics to help you scale your practice, streamline operations, and strengthen client relationships without losing the personal touch. You’ll walk away with: - Frameworks to make smarter AI decisions instead of chasing shiny tools - Use cases yo ...
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Tech Advisor Podcasts
The team from Tech Advisor run through what you need to know to stay safe online, from VPNs and anti-virus to how to keep your personal data locked down.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The Ground Breaking Podcast, brought to you by the Global Ag Tech Initiative and Meister Media Worldwide, brings forth voices from across the agriculture technology space to discuss trends, best practices and innovative ideas driving the industry forward in a rapidly changing world. Hosted by Heather Tunstall, Co-Chair of the Global Ag Tech Initiative and Corporate Content Director of Meister Media Worldwide, the podcast is released monthly. Learn more at globalagtechinitiative.com.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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The Apple advisor aims to keep you informed about your Apple product this includes tips and tricks to make your device easier to use and other hidden features
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The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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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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The Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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Thoughts and interviews from the financial advice industry!
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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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Interviews with the experts behind the biggest apps in the App Store. Hosts David Barnard and Jacob Eiting dive deep to unlock insights, strategies, and stories that you can use to carve out your slice of the 'trillion-dollar App Store opportunity'.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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If you are an Automotive Mechanic or in the industry this is the show for you! The #1 automotive mechanic podcast! We talk about the good and the bad. Flat rate is broken. We’re done staying quiet. The Flat Rate Tech Podcast is the raw, unfiltered voice of real dealership and independent shop technicians. Hosted by a working flat rate tech and the author of Flat Rate Life—the book that exposes what it’s really like to survive in this trade—this podcast pulls back the curtain on the automotiv ...
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Fast Charge is a weekly show from the Tech Advisor team on all things phones (and sometimes other stuff too). Dom, Toddy, and the rest of the team will be here every week to run through the latest news and rumours for all things Android and iPhone, along with reviews, rants, and more.
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Welcome to Jason's Industry Insights - your go-to podcast for crisp, 30-minute conversations with the fascinating folks shaping today's tech landscape. With a focus on broadband, telco, space communications and AI, we're talking to a diverse mix of professionals who impact these fields in big and small ways.
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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The Ingram Micro Advisor podcast features real conversations about technology with in-depth, educational content for VARs and MSPs looking to expand their practices, improve ROI and stay informed.
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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A podcast about Hip Hop culture, current events and the weekly lives of hosts John Morrison and Josh Indi Leidy
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Financial and retirement guidance from Leo Irizarri, financial advisor with Wealth Transfer Consultants in Tampa Bay, FL.
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Adam Fishman (author of a top business newsletter on Substack with 11K+ subscribers) interviews executives, entrepreneurs, and company leaders in technology companies who are also fathers. They discuss the tough aspects of work, parenting, family, the mistakes made and lessons learned along the way. All episodes at www.startupdadpod.com.
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A bite-sized tech podcast for busy developers where we’ll briefly cover technical topics, new snippets, and more in short time blocks. Your host, Jennifer Reif, is an avid developer and problem-solver with special interest in data, learning, and all things technology.
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The GDPR Guy - the podcast dedicated to all things privacy, hosted by Carl Gottlieb - the trusted privacy advisor to leading tech companies, helping them gain maximum advantage through the right privacy strategy. Each episode Carl will be providing information, insights and inspiration to help you on your privacy journey. You’ll find show notes and useful resources on the website, https://CarlGottlieb.com, as well as details for getting in touch with Carl directly.
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Tired of the same old leadership advice? Step into a new era of leadership with the A World of Difference podcast. Hosted by Silicon Valley tech executive, global leadership expert, and advisor to Silicon Valley CEOs, Lori Adams-Brown, this podcast is for leaders who want more than just surface-level strategies—they want to lead with authenticity, purpose, and impact. Each episode features real stories and hard-won lessons from authentic leaders across industries who have faced challenges, e ...
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College Baseball Advisors Podcast is hosted by noted Division I baseball coach Wayne Mazzoni, also known as Coach Mazz, as he delves deep into how to develop a five-tool player. The podcast is presented by ProBatter Sports, for more than 20 years, the industry leader in the design and manufacturing of technologically advanced pitching machines used for baseball, softball and cricket training. ProBatter’s training systems have revolutionized the way hitters train at the highest levels of comp ...
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Market researchers have the coolest backstories. Hear them here!
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Hosted by Tier4 Advisors' Founder & Chairman Jake Sherrill, The Download podcast features trending technology news, insights, and thought leadership from some of the best and brightest technology leaders. In addition to tech, be prepared for the occasional sports & movie reference as well. Tune in to stay up-to-date on the latest Data Center, Telecom, Managed Services, Cybersecurity, and Emerging Technology trends to assist your business with digital transformation - let's Tech about it!
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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Welcome to Channel Security Secrets. Join host, Lou Rabon, each week to expose the untold secrets and critical insights from the minds shaping the future of cybersecurity sales in the trusted advisor channel. Channel Security Secrets is brought to you by Cyber Defense Group, on a mission to shift cybersecurity from reactive to resilient.
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Ready to become the luckiest person you know? Disease-free, madly in love, aging backward, and financially blessed? Then Reena's THE BLISS LIFE podcast is perfect for you as you'll learn how to create your perfect life by raising your VIBE. A Harvard MBA, founder of 5 tech startups, investor, advisor and board member, Reena is now on a mission to help you choose BLISS. A Harvard MBA, tech founder, investor, and philanthropist, Reena faced colon cancer at 35 years and a bigger crisis at 45 ye ...
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What does it take to succeed at the highest level in the world of financial advice? Let’s find out… High Performance Financial Advisor is the podcast for people working in financial advice in the US who want to find their next million dollar producer - or become one themselves. I’m your host, Tony Bates, and in each episode we’ll uncover the strategies and success stories that matter - from how million-dollar producers got to where they are today, how to grow your book sustainably, the best ...
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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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This show explores the people, companies, and ideas shaping the future of the agriculture industry. Every week, Tim Hammerich talks to the farmers, founders, innovators and investors to share stories of agtech, sustainability, resiliency and the future of food. We believe innovation is an important part of the future of agriculture, and real change comes from collaboration between scientists, entrepreneurs and farmers. Lead with optimism, but also bring data! For more details on the guests f ...
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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How can your company capitalize on IoT today? Tune in every other Wednesday to learn how to navigate the IoT ecosystem and identify proven solutions that will have an effect on your bottom line. Go from proof-of-concept to enterprise-wide deployment and monetize the Connect World.
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Welcome to CyberSafeSeniors, where Technology meets Passion!
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Today we welcome special guest Siara (pronounced Sai-ra) Nazir, who is Head of Digital Marketing at Autodesk - a company we are all familiar with because of products like Autocad (that is just one of the hundreds of its brands of course)…Siara herself has been a marketer for close to two decades, and has done it all, from above the line to below the line and now digital marketing. We’re excited to be speaking with a practitioner to get a different perspective on martech and the challenges th ...
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Tech Transformation with Evan Kirstel: A podcast exploring the latest trends and innovations in the tech industry, and how businesses can leverage them for growth, diving into the world of B2B, discussing strategies, trends, and sharing insights from industry leaders! With over three decades in telecom and IT, I've mastered the art of transforming social media into a dynamic platform for audience engagement, community building, and establishing thought leadership. My approach isn't about per ...
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Beyond the Blue Badge - by the Microsoft Alumni Network Microsoft Stories that Inform and Inspire This podcast features alumni who are leaders in business, careers and philanthropy as they talk about lessons learned, overcoming obstacles, finding their bliss and thriving post-Microsoft.
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“Growth” has inundated the tech scene, but for many of us, it’s really just a phrase (and few can actually explain what it means). Drift’s Senior Product Lead, Matt Bilotti, is tired of just nodding and smiling at the term. So every other Wednesday, he meets with other growth experts for 30 minutes to learn how they drive revenue through all sorts of growth strategies, tactics, and channels. Tune in for insights from companies like Shopify, Disney+, and Github.
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Welcome to the Organic Advisor Call Series — quick-hit conversations on the hottest topics in organic field crops. Whether you're tuning in from your desk, truck, or tractor, you'll spend one hour each episode learning about emerging issues from expert farmers and industry leaders. This season’s episodes cover everything from market outlooks and weed control in soybeans to cutting-edge tech like drones and robots — and a whole lot in between.
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Technology is reshaping our cities—often without permission and sometimes without a clue. Hosted by urban innovation expert Molly Turner and startup advisor Jim Kapsis, Technopolis asks the questions nobody is asking about what needs to change for tech to help solve more problems than it creates.
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This is Founder Real Talk, where we get real about the challenges that founders and startup executives face, and how they've grown from tough experiences. Hosted by Managing Partner Glenn Solomon.
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AI isn't replacing accountants—it's turning them into strategic advisors.
24:29
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24:29Interested in being a guest? Email us at [email protected] What happens when cutting-edge AI meets the traditionally conservative world of accounting? A revolution that's transforming how high-net-worth individuals and family offices manage their wealth. Meet Brian, CEO of Montreal-based Wealth Write-Up, who brings a fascinating perspective on …
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James Wolff: A Conversation With The Tech-Obsessed Attorney
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45:37Send us a text Before AI, commercial space exploration, or 3D printing became mainstream, James Wolff was already deep in the weeds - founding startups in college and chasing cutting-edge ideas long before they hit the headlines. In this episode, James shares how his lifelong passion for technology continues to shape the way he practices law, advis…
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[Tech-Enabled Advisor Series] The Business of Helping Farmers Spend Less
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36:51Sentera: https://sentera.com/ Chandler Coop: https://www.chandlercoop.com/ Today’s episode is another installment in our Tech-Enabled Advisor series. The idea here is to better understand agtech through the lens of the BUYER and USER of that technology rather than just the entrepreneurs or investors behind it. I’ve received some super positive feed…
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Game Plan from College Baseball Advisors: John Szefc, Head Baseball Coach at Virginia Tech
1:03:45
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1:03:45Join Coach Mazz, Wayne Mazzoni, on the latest episode of the Game Plan from College Baseball Advisors podcast as he welcomes John Szefc, Head Baseball Coach at Virginia Tech. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy CoachCast Network
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Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…
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#728: The marketing jobs market and AI's role in the job search with Sue Keith, Landrum Talent Solutions
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19:39This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. My guest today has been keeping us up to date with the current state of hiring for marketers on a quarterly basis, and there is surely never a dull moment. Today we’re going to look at how marketing and communication ex…
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This week we talk community and new music from Clipse and Kassa Overall.By iHeartRadio
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From Zero to Future Proof: Nyle Bayer on Building Events, Brands, and Communities
40:11
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40:11Nyle Bayer, CMO of Future Proof, joins The Advisor Journey to share how he helped turn a bold idea into one of the most innovative events in wealth management. Drawing from his background as an advisor and now event builder, Nyle explains the principles behind Future Proof’s growth, from creating unforgettable experiences to engineering meaningful …
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Game Plan from College Baseball Advisors: Jayson King, Head Baseball Coach at Dayton
50:34
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50:34Join Coach Mazz, Wayne Mazzoni, on the latest episode of the Game Plan from College Baseball Advisors podcast as he welcomes Jayson King, Head Baseball Coach at Dayton Learn more about your ad choices. Visit megaphone.fm/adchoicesBy CoachCast Network
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The Post-Attribution Playbook for Growth — Eric Seufert, Mobile Dev Memo
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54:40On the podcast I talk with Eric about how measurement dysfunction paralyzes growth, why diversifying channels for the sake of diversification actually hurts performance, and the futility of trying to interpret why ads win. Top Takeaways: 📊 Broken measurement kills growth The biggest pitfall isn’t creative or channel choice—it’s disorganized measure…
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Empowering Vulnerable Youth: A Conversation with Dr. Pamela Donnelly
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44:35Join us for an inspiring conversation with Dr. Pamela Donnelly, founder of the American Access Institute, as she shares her mission to support vulnerable teens, including those aging out of foster care. Discover how the Catapult platform is transforming lives through trauma-informed care, AI mentorship, and innovative partnerships. Key Highlights: …
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#727: Growing sales in uncertain times with Chris Cubba, Snipp
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27:10
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27:10What happens when your best sales strategy from a year ago is now driving customer attrition instead of acquisition? Agility requires brands to rethink how they create consumer value in real time, especially when traditional strategies no longer work as consumer behavior shifts unpredictably. Today we’re going to talk about driving sales growth ami…
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AI as Normal Technology: On superintelligence delusion, bogus claims and a humanistic AI future with Prof. Arvind Narayanan
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46:40What if the race toward “superintelligence” is misguided and what does a more humanistic vision for AI adoption actually look like? In this episode of Poets & Thinkers, we dive deep into the intersection of artificial intelligence, culture, and human agency with Prof. Arvind Narayanan, a computer science professor at Princeton University whose work…
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Advisors and AI: Why Notetaking Isn’t the Endgame
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18:07Every advisor has heard the buzz about AI notetakers. Game-changing at first, but quickly on their way to being just another commodity. The real question for advisors isn’t “who’s taking my notes?” It’s “how do I turn every client interaction into context that compounds over time?” In this episode, Mike Shannon (CEO) and Danny Shannon (CTO) break d…
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Tech Politics in the AI Age w/Nick Solheim
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57:11This week, we're crossposting this episode where our own Evan Swarztrauber joined American Moment CEO Nick Solheim on the Moment of Truth podcast to discuss the evolving politics of Big Tech on both left and right. Evan draws on his FCC experience during the net neutrality debates to explore how conservative thinking on tech regulation has shifted.…
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Building Enterprise-Ready AI Agents While Protecting Your Code
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20:41Interested in being a guest? Email us at [email protected] Have you ever wondered how AI coding assistants could work in secure enterprise environments without sending your proprietary code to the cloud? That's exactly what Tabnine is tackling as an enterprise-first AI assistant that predates even GitHub Copilot. The secret to effective AI agen…
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Unlocking Growth: Andrea Schlapia’s EOS Blueprint for Advisory Firms
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36:54In this episode of the Model FA Podcast, host David DeCelle welcomes Andrea Schlapia, a certified EOS Implementer and founder of Ironstone Business Coaching. Andrea shares her extensive experience in the financial industry and her journey from advisor to coach, ultimately embracing the Entrepreneurial Operating System (EOS) to help advisory firms a…
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How To Build A $100 Million+ Book With NO Cold Outreach
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35:15
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35:15Managing over $100 million in client assets without making a single cold call… Sounds like a dream, right? For Mark Cecchini, Wealth Advisor & Director of Wealth Solutions at Quadrant Capital, this is the reality. And it’s the result of his focus, consistency, and knowing how to position himself in a noisy market. In this episode, Mark shares the i…
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Digital Workers: Saving Healthcare's Back Office
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25:27
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25:27Interested in being a guest? Email us at [email protected] Ever wonder why healthcare costs keep rising while hospitals struggle financially? The answer might lie in what Ananth Manivannan Founder @ Resolvd AI, calls "the swivel chair problem" – the countless hours healthcare professionals spend manually transferring data between systems instea…
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#726: How AI is changing the search experience and what to do about it with Sean King, Chief Revenue Officer at Veritone
25:49
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25:49If Google sent you zero traffic tomorrow morning, would your P&L still be breathing by lunchtime? Agility requires re-engineering your revenue model at the speed of AI. Today we’re going to talk about how AI chatbots are siphoning off audience attention—and what forward-thinking publishers can do about it instead of panic-refreshing their analytics…
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Ep54: Spring AI Integrations + Real-World RAG Challenges
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13:10Hear my latest hands-on experiences and lessons learned from the world of AI, graph databases, and developer tooling. What’s Inside: The difference between sparse and dense vectors, and how Neo4j handles them in real-world scenarios. First impressions and practical tips on integrating Spring AI MCP with Neo4j’s MCP servers—including what worked, wh…
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Defeating Data Gravity: How Hammerspace Powers AI Anywhere
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19:08
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19:08Interested in being a guest? Email us at [email protected] The digital transformation journey toward AI implementation presents enterprises with a fundamental challenge: leveraging decades of data stored across disconnected silos. Unlike early AI pioneers who built purpose-designed infrastructure from scratch, most organizations must work with …
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Episode #143: Jeff Grant - VP at Razorfish, Former SVP at Cartoon Network, Comic Book Cognoscente
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41:00Jeff Grant has had an enviable career in insights, first on the client-side where he rose to SVP Insights and Analytics for Time Warner, where he supported the Cartoon Network among others for 20 years. He then transitioned to the supplier side and now the agency world as VP Audience Strategy at Razorfish. But Jeff got bitten by the comic book bug …
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Financial Self Care For Business Owners - Nick Annan, CPA - Ep. 60
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25:35In this episode, we speak with Nick Annan, CPA with Elliot Davis. With nearly 17 years of public accounting experience, Nick spends his days very similar to us – serving as controller and CFO advisor to real estate, professional services firms and not-for-profit clients. We always love the chance to talk business and money with Nick. John and Nick …
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#725: Consumer confidence...and caution...with Eric Miao, Attentive
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25:00Are brands prepared for a consumer base that's simultaneously more confident and more cautious? Agility requires not just reacting to current consumer behavior but anticipating the shifts to come. It also requires a deep understanding of the nuances within different consumer segments, particularly as generational behaviors diverge. Today, we're goi…
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The Hidden Fuel Behind Explosive Practice Growth
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35:29In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…
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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
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31:01With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
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Why Having Children Inevitably Ends in Heartache | James Currier (Dad of 4, NFX)
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51:54James Currier is a serial entrepreneur, founding partner at NFX, and a father of 4 boys. Known for his sharp insights into human behavior and startup dynamics, James brings that same clarity and intention to his parenting. He’s not just raising kids, he’s cultivating creators, adventurers, and independent thinkers. In this episode, James shares how…
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Mastering the Fundamentals - Stephen Semmelroth - Channel Security Secrets - Episode #5
56:24
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56:24Take your cybersecurity knowledge to the next level with expert insights on how trusted advisors can confidently navigate security conversations and build lasting client relationships. In this episode of Channel Security Secrets, I sit down with Stephen Semmelroth, Vice President of Cloud Resilience at Avant Communications. Stephen breaks down the …
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Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…
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The ERP Minute Episode 201 - August 26th, 2025
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2:10Workday began the week with its financial results for the fiscal 2026 second quarter ended July 31, 2025. Workday also announced it has entered into a definitive agreement to acquire Paradox. To round out the week with more HR-related news, Sage announced the launch of Workforce Intelligence, designed to give HR leaders deeper visibility. Connect w…
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Why Companies Like Walmart Are Moving From Public Cloud to VCF
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12:08Interested in being a guest? Email us at [email protected] The private cloud revolution is gaining momentum, with VMware's Virtual Cloud Foundation (VCF) emerging as the platform of choice for enterprises seeking alternatives to public cloud. In this enlightening conversation with Vijay Ramachandran, who leads product management for core infras…
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Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients
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33:03Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today’s competitive landscape. In this engaging episode, Torie shares Holistiplan’s journey from a grassroots solution with just …
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Dr. Holly Berkley Fletcher From Kenya to Washington DC: Lessons from Missionary Kids on History, Identity, and Evangelical America
56:31
56:31
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56:31Ever wondered how growing up between worlds can actually make you see your own culture more clearly? This conversation with Dr. Holly Berkley Fletcher flips the script on what it means to be a missionary kid—not just as someone with wild stories or an identity crisis, but as a kind of secret decoder for understanding white evangelicalism’s grip on …
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#724: Social commerce and the customer journey with Janna Navarro, Wpromote
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19:50Are most brands still designing customer journeys, or are they just trying to keep up with where their customers are leading them? Agility requires a willingness to meet your customers where they are—not just where you wish they’d convert. In an era where the consumer journey can begin and end on a social platform or anywhere in between, brands mus…
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How VMware and Broadcom Are Securing the Future of Private AI
10:44
10:44
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10:44Interested in being a guest? Email us at [email protected] The security landscape is dramatically shifting as organizations embrace private AI and cloud environments, creating new vulnerabilities alongside unprecedented opportunities. Umesh Mahajan VP & GM, Application Networking and Security Division, Broadcom pulls back the curtain on this ev…
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Interested in being a guest? Email us at [email protected] Private cloud is experiencing a dramatic resurgence as organizations rethink their cloud strategies. Prashanth Shenoy reveals fascinating insights from their research spanning 1,800 global IT decision-makers: 53% are building new workloads on private cloud while a striking 70% are repat…
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RSPA Trusted Advisor Ep. 141: Leadership Communication Keys with COCARD’s Dan Brattland
46:55
46:55
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46:55In Episode 141 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with COCARD’s Dan Brattland to discuss leadership communication best practices. Among the topics discussed are how to teach effective communication throughout your organization, how to establish credibility, the importance of preparing and asking questions, and why you should kee…
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How the Right Technology Platform Can Help Your Business Scale - The ERP Advisor Podcast Episode 122
37:53
37:53
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37:53If you considering an ERP change, you have probably heard the buzz around selecting a technology platform. But what exactly does that mean? And what should you be looking for? The right solution will help position your business for future success. On this episode of The ERP Advisor, Shawn Windle, EAG’s founder and ERP expert, discusses why it is mo…
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Get The BOOK HERE! Flat Rate Life https://www.amazon.com/dp/B0FK654G57 Today's guest is a Ford Tech, we talk about all kinds of stuff. Support the show Follow the Facebook page Follow the instagram page-- Flatratetech_podcast Check out the website Flatratetechpodcast.weebly.com [email protected] Don't Forget To Rate And Review! Thanks F…
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AI, Automation, and the Next Generation of CRM Solutions
33:06
33:06
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33:06Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…
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#723: Building loyalty across different generations of travelers with Jeff Zotara, arrivia
28:56
28:56
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28:56If you had to pick one of the biggest challenges facing CMOs today, how high on your list would customer loyalty be? Agility requires a deep understanding of your customer and the ability to adapt to their ever-changing needs and expectations. It also requires a willingness to experiment and learn from failures, quickly iterating on strategies and …
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Interested in being a guest? Email us at [email protected] Ever wonder what would happen if we completely reimagined driver safety? What if instead of focusing on mistakes, we celebrated what drivers do right? That's exactly what Netrodyn is doing with their groundbreaking AI-powered approach to road safety. Netrodyn, whose name literally means…
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Moving Desktop to Online - Latest Updates [08.19.25]
1:01:25
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1:01:25Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike. QB Power Hour is a free, biweekly webina…
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CUDA Everywhere: How Spectral Compute is Democratizing GPU Programming
18:23
18:23
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18:23Interested in being a guest? Email us at [email protected] What if you could run CUDA code on AMD hardware without changing a single line of code? This groundbreaking possibility is now reality thanks to Spectral Compute's Scale compiler, which we explore in depth with founder Chris in this eye-opening conversation. Born from frustration with c…
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#722: Agentic AI in retail with Dan Russotto, Furniture.com
21:24
21:24
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21:24Building on the talk of AI in recent years, Agentic AI is an exciting area for retailers. But beyond talk, finding real-world examples and best practices can be tricky. Today we are here at eTail Boston, and I am excited to talk today about a company that is innovating in this space, not a traditional retailer, but an innovative aggregator using AI…
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Interested in being a guest? Email us at [email protected] Communication lies at the heart of every successful organization, but in today's information-saturated workplace, getting messages to resonate has never been more challenging. Frank Gauld CPTO @ Poppulo reveals a startling paradox: while companies are struggling to connect with their wo…
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