Best Trainee Financial Adviser Podcasts (2025)

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Navigating Team Dynamics: Lessons in Leadership [Episode 327] 22:51

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1h ago22:51

22:51

In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the psychological challenges of employee dismissals. They share personal experiences and insights on hiring strategies, emphasizing the need for clear expectations and accountability within teams. The c…

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Encore Episode: When Prospecting Goes Wrong 26:09

1h ago26:09

26:09

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the n…

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Anna Runkle - The Crappy Childhood Fairy (1M+ Subscribers) | The Hidden Truth About Childhood PTSD 1:09:35

2d ago1:09:35

1:09:35

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Anna Runkle, widely known as the Crappy Childhood Fairy, is a writer, coach, and online educator who helps people heal from the lasting effects of childhood trauma. Through her p…

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Lessons - How to Understand Anyone in 5 Minutes | Bob Raleigh PhD - Author of The Search for Why 13:23

2d ago13:23

13:23

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Bob Raleigh, PhD, author of The Search for Why, unpacks how moral psychology and cognitive science intersect to explain human decision making. He reveals why instinctual patterns tell us far more than demographics, and how life experiences combi…

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Lessons - Why Passion and Grit Aren't Enough | Michael Dermer - From Wall Street Lawyer to Serial Entrepreneur 11:36

5d ago11:36

11:36

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Michael Dermer, former Wall Street lawyer turned serial entrepreneur, unpacks why passion and grit alone aren’t enough to succeed in business. He explains how entrepreneurial thinking is essential not just for startups but also for large corpora…

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Lessons - Live a Life Worth Copying (Scott) 11:00

1h ago11:00

11:00

➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're talking about the uncomfortable truth nobody wants to admit: You're dead inside and everyo…

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100 Reasons Prospects Say No [Episode 326] 23:22

3h ago23:22

23:22

In this episode, Micah Shilanski and Matthew Jarvis discuss the intricacies of prospecting and the reasons why prospects may say no without explicitly stating their reasons. They emphasize the importance of integrity, setting expectations, and the need for advisors to track their data to improve their practices. The conversation also highlights the…

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Michael Bungay Stanier - #1 Coaching Expert | Why Smart People Give Terrible Advice 1:13:37

2d ago1:13:37

1:13:37

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Michael Bungay Stanier is a world-renowned author, speaker, and leadership coach whose work has redefined how millions of managers lead. His bestselling book The Coaching Habit h…

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Lessons - The Playbook to Building Billion Dollar Businesses | Sharran Srivatsaa - President of Real (NASDAQ: REAX) 16:14

10d ago16:14

16:14

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Sharran Srivatsaa, President of Real (NASDAQ: REAX), breaks down the playbook to building billion-dollar businesses. He shares how singularity of focus can align entire organizations toward one powerful goal, why a cadence of accountability is t…

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Lessons - Why Most People Fail at Life Management | Robert Barber - Author of CEO for Life (Fortune 150 Executive) 12:10

10d ago12:10

12:10

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Robert Barber, author of CEO for Life and former Fortune 150 executive, shares powerful insights on why most people struggle with managing their lives effectively. Drawing from his background in real estate, coaching, and leadership, Robert high…

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Brendan Kane - Generated 100M+ Followers for Clients | The Secret Algorithm Hack Nobody Talks About 1:17:33

10d ago1:17:33

1:17:33

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Brendan Kane is a viral growth genius whose Hook Point methodology has generated 60+ billion views, 100+ million followers, and over $1 billion in revenue for elite brands and A-…

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Encore Episode: How To Train Your Team 30:20

5h ago30:20

30:20

In this episode, Matt and Micah discuss the importance of team training which allows leaders to actively engage with their teams, identify areas of improvement, address hidden issues, and honor team concerns. They’ll highlight the significance of creating an environment where team members want training, emphasizing autonomy, mastery, and purpose as…

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Career Tips From Successful Financial Planners Part 2 - Golf Day 47:04

5h ago47:04

47:04

Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on youtube or spotify! here This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) i…

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Career Tips From Successful Financial Planners Part 1 - Golf Day 1:06:52

5h ago1:06:52

1:06:52

🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this episode on YouTube or Spotify - here Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning. 🏌…

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The Importance of De-risking Your Practice With Ted Jenkin 28:36

6d ago28:36

28:36

In this episode of the TPR podcast, hosts Matthew Jarvis and Ted Jenkin discuss the current state of the financial advisory industry, focusing on mergers and acquisitions (M&A), business valuations, and the importance of de-risking practices. They explore the misconceptions around payouts, the risks associated with market fluctuations, and the nece…

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Lessons - The Hidden Body Language That Controls Everything | Vanessa Van Edwards - Behavioral Scientist (70M+ Views) 13:16

12d ago13:16

13:16

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Vanessa Van Edwards, behavioral scientist with over 70 million views, reveals how body language and communication skills shape success in both business and personal life. She shares her journey from experimenting with passive income streams to b…

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Lessons - Why VCs Don't Want You to Know About This | Darren Marble - CrowdfundX CEO 12:25

12d ago12:25

12:25

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Darren Marble, CEO of CrowdfundX, breaks down how turning customers into investors can transform the path to going public. He explains why retail investors often behave like long-term institutions, creating a powerful shareholder base that is lo…

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Discipline Equals Freedom: The Key to Success [Episode 325] 26:52

9d ago26:52

26:52

In this episode, Jarvis and Micah discuss the critical role of discipline in the success of financial advisors. They explore how professionalism in client meetings, the difference between discipline and willpower, and the importance of building habits can significantly impact an advisor's effectiveness. The conversation emphasizes the psychological…

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Jay Yang - Author & Hormozi’s Secret Weapon | No Permission, No Problem, Six Figures at 19 1:03:47

16d ago1:03:47

1:03:47

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Jay Yang is the 19-year-old author and entrepreneur who earned six figures before graduating high school. He’s worked with Tyler Denk at beehiiv, helping scale the platform past …

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Lessons - Juvenile Detention to 5 Exits & 600+ SaaS Clients | Dan Martell - SaaS Academy Founder & Buy Back Your Time Author 12:05

17d ago12:05

12:05

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Dan Martell, SaaS Academy Founder and author of Buy Back Your Time, shares his hard-won insights from scaling companies, mentoring founders, and helping over 600 SaaS clients. He explains why startups often stall not from lack of customers but f…

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Lessons - From Running Billion Dollar Brands to Funding Black Founders | Keenan Beasley - Venture Noire Founder & P&G/L’Oréal Exec 12:02

17d ago12:02

12:02

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Keenan Beasley, founder of Venture Noire and former P&G/L’Oréal executive, shares how his journey from running billion-dollar brands led him to focus on funding and supporting Black founders. He highlights the importance of building dense entrep…

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Encore Episode: Business Planning 31:39

4d ago31:39

31:39

In this encore episode, Matt and Micah sit down to discuss how to be winners with systems not losers with goals. As provocative as that may sound, it is the mindset you need to adopt in order to succeed. Listen in as the guys explain how to make necessary changes in the new year, as well as the importance of holding yourself accountable. You’ll lea…

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Dr. Benjamin Hardy - Scaling.com Founder | The Truth About 10X Goals 1:00:13

11d ago1:00:13

1:00:13

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Dr. Benjamin Hardy is an organizational psychologist and best-selling author whose books—including Willpower Doesn’t Work, Personality Isn’t Permanent, and 10x Is Easier Than 2x—…

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Lessons - Why 99% Think Too Small | Bobby Castro - From $25K to $1 Billion Exit 13:55

6d ago13:55

13:55

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Bobby Castro, entrepreneur and investor who scaled from $25K to a $1 billion exit, shares how mindset drives lasting success. He emphasizes the power of maintaining a positive mental attitude, not just as motivation but as a daily discipline tha…

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Lessons - Bad Leadership vs Good Leadership - The Truth | Alain Hunkins - Fortune 100 Advisor 11:27

6d ago11:27

11:27

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Alain Hunkins, Fortune 100 advisor and leadership expert, unpacks the critical differences between bad leadership and great leadership. He illustrates how command-and-control styles rooted in fixing problems and chasing numbers often fail to ins…

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Lessons - You Have 40 Visits Left With Your Parents (Scott) 17:41

14d ago17:41

17:41

➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're talking about the math that nobody wants to do: How much time you actually have left with …

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How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update! 29:57

8d ago29:57

29:57

How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months. We answer the top questions as…

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The Future of Financial Advising with Shelby Nicholl [Episode 324] 25:40

16d ago25:40

25:40

In this episode, Shelby Nicholl discusses the recent acquisition of Commonwealth by LPL and its implications for financial advisors. The conversation covers the importance of understanding the fit test for advisors considering a move, the complexities of ownership in financial practices, and the emotional challenges faced during transitions. Shelby…

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Mikhail Andersson - NYC's Most Wanted Tattoo Artist | From Broke Designer to $2,000/Hour Empire 1:49:35

22d ago1:49:35

1:49:35

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Mikhail Andersson is a world-renowned tattoo artist and creative entrepreneur celebrated for redefining body art as a luxury, design-driven experience. Known as the “Michelangelo…

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Lessons - From Nobody to Closing $2 Billion in Deals | Oren Klaff - Pitch Anything Author 15:20

21d ago15:20

15:20

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Oren Klaff, bestselling author of Pitch Anything and Flip the Script, reveals the art of controlling sales conversations without coming across as forceful. He explains why giving buyers too much control kills deals, why predictable behavior unde…

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Lessons - From Drug Addict to $4 Billion Real Estate Empire | Grant Cardone - 10X Founder 12:28

10d ago12:28

12:28

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Grant Cardone, 10X Founder and real estate mogul, reveals how relentless action and bold thinking turned his life around from addiction to building a $4 billion empire. He shares the core principles of the 10X Rule, why doubling down on what wor…

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Encore Episode: Stop Talking Yourself Out Of The Sale! 19:50

14d ago19:50

19:50

It’s crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjust how you are talking to clients about sales. They will share effective communication strategies that create better understanding and encourage better decisions on behalf of the client. Listen …

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85 First Client Meetings in 2 Months, Why I Love Prospecting! 53:03

25d ago53:03

53:03

How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management. Jak shares exactly how he generates clients as a financial adviser using cre…

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Michael Sonnenfeldt - Founded A Billionaires Club ($165 Billion) | The Hidden Curse of Early Success 1:22:15

27d ago1:22:15

1:22:15

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Michael Sonnenfeldt is a legendary entrepreneur and investor who built a fortune by orchestrating one of New York’s biggest real estate deals — the $120 million transformation of…

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Counting the Reps: The Key to Growth [Episode 323] 27:27

26d ago27:27

27:27

In this episode, Matt and Micah discuss the concept of 'counting the reps' in the context of financial advising. They emphasize the importance of distinguishing between actual practice and mere dreaming, highlighting that true practice involves discomfort and discipline. The conversation covers effective strategies for growth, the significance of c…

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Lessons - The One Thing That Kills Every Startup | Captain Hoff - Advised 1000+ Companies 12:59

15d ago12:59

12:59

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Captain Hoff, a seasoned entrepreneur and advisor to over 1,000 companies, reveals the mindset shifts and strategies that separate thriving startups from the 95% that fail. He explores why meaningful work continues to matter even when financial …

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Lessons - The Missing Secret Nobody Tells You | Joe Vitale - Law of Attraction's Hidden Formula 14:09

24d ago14:09

14:09

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Joe Vitale, best-selling author and renowned Law of Attraction expert, reveals the missing secret to turning dreams into reality. He explains why success is not about overnight miracles but about consistent effort and small, intentional actions.…

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Ross Mandell - The Real Wolf of Wall Street | Rock Bottom to Wall Street Royalty 1:50:42

16d ago1:50:42

1:50:42

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Ross Mandell, known as the “Bad Boy of Wall Street,” built a financial empire by taking multiple companies public, including Sky Capital Holdings and Sky Capital Enterprises on t…

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Encore Episode: Why Aren’t You Delegating To A Virtual Assistant? 21:51

19d ago21:51

21:51

Are you capable of booking your own flights? Of course, you are. How about scheduling your own client meetings sure but at what cost? Are doing these tasks the highest and best use of your time? On today’s episode, Matt and Micah talk about the benefits of hiring a virtual assistant so you can focus your decisions and time that only you can do. Lis…

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Lessons - 144 Rejections to Billion Dollar Brand | Jack Canfield - Chicken Soup for the Soul Co-Creator 19:30

21d ago19:30

19:30

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Jack Canfield, co-creator of Chicken Soup for the Soul and author of The Success Principles, shares timeless strategies for achieving extraordinary success in any area of life. He explains why clarity of purpose and taking 100% responsibility ar…

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Lessons - From Refugee to $300 Million Empire | Patrick Bet-David - Valuetainment Founder 12:58

22d ago12:58

12:58

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Patrick Bet-David, founder of Valuetainment, shares powerful insights on transforming adversity into opportunity and building lasting success. He explains why adopting an entrepreneurial mindset—even within an organization—can lead to career gro…

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Mortgage Adviser Explains Why She Went Self-Employed - And Will Never Go Back! 35:00

19d ago35:00

35:00

Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back! 👉 “I left my job after 16 years, and it turned out to be the best decision I ever made.” That’s what Carly Naylor, Mortgage and Protection Adviser at Foster Denovo, told me when we sat down to record this episode of Financial Planner Life. Carly’s been in financial servic…

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Navigating Oil & Gas Alternatives for High-Income Clients with Steve Blackwell 33:56

20d ago33:56

33:56

In this episode of The TPR podcast, Matthew Jarvis talks with Steve Blackwell about the role of oil and gas in alternative investing. Steve shares insights from his career shift after the 2008 financial crisis and explains how high-income earners can benefit from oil and gas through tax deductions and bonus depreciation. They discuss key risks, the…

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Lessons - The Things You Want But Won't Ask For (Scott) 15:27

19d ago15:27

15:27

➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're talking about the things you want but won't ask for. You know - that raise you've deserved…

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Nutsa Buzaladze - Eurovision & American Idol | From Georgia to Hollywood Against All Odds 53:12

19d ago53:12

53:12

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Nutsa Buzaladze is an electrifying Georgian singer and songwriter whose powerful vocals and magnetic stage presence have made her a global sensation. From winning prestigious int…

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Lessons - My Family Fled Soviet Oppression with $90 - Now I Fight for American Freedom | Elizabeth Pipko - RNC Spokesperson 16:03

1M ago16:03

16:03

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Elizabeth Pipko, RNC Spokesperson, shares her powerful perspective on what freedom truly means and why it must be protected. Drawing from her family’s escape from Soviet oppression, she reflects on the privilege of free expression and the challe…

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Lessons - The Brutal Truth: AI Can't Replace Human Connection in Content | Daniella Schrittenlocher - 3x Founder, Content Expert to 50+ Brands 13:35

1M ago13:35

13:35

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Daniella Schrittenlocher, a 3x founder and content expert for over 50 brands, shares how to leverage AI in your content strategy without sacrificing authenticity. She reveals practical ways to use AI for research, idea generation, and workflow o…

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Navigating the New Age of Virtual Assistance With Julie Gilles [Episode 322] 23:55

23d ago23:55

23:55

In this episode of the TPR podcast, Matthew Jarvis speaks with Julie Gilles, Director of Talent at Belay, about the evolving landscape of hiring virtual assistants. They discuss the challenges posed by AI in the hiring process, the importance of training and onboarding, and how to build strong relationships with assistants. Julie shares insights on…

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Larry Namer - E! Founder | The Cable Splicer Who Launched Howard Stern & The Kardashians 1:00:47

24d ago1:00:47

1:00:47

➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory Larry Namer went from earning just $2.50 an hour splicing cable beneath the streets of New York City with Sterling Manhattan Cable to co-founding E! Entertainment Television, a m…

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Lessons - You Have Exactly One Thing to End Today... You Already Know What It Is (Scott) 16:28

24d ago16:28

16:28

➡️ Start Here: https://newsletter.scottdclary.com ➡️ Like The Podcast? Subscribe Here: https://youtube.com/c/scottdclary ➡️ If you like more content like this, you'll love my podcast 10 Minute Mindset https://10minmindset.org/ In this "Lessons" episode, we're going to talk about the exits you're avoiding and why they're draining your energy. You kn…