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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Behind The Advisor Podcasts
The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Welcome to the Energy Revolution, where we discuss the most important questions that will make or break the clean energy transition. From geopolitics to the hottest new tech, we speak with industry leaders, academics, journalists and more to bring you the real story behind the headlines. Hosted by Sulaiman Ilyas-Jarrett, former government advisor at the UK Deparment for Energy and No10 Downing Street, and a Policy Fellow at the University of Cambridge Centre for Science and Policy.
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Across law, business, and finance, Dr. Doug Hirschhorn — advisor to the elite — goes beyond the surface to decode the strategies behind success. No scripts. No fluff. Just what works.
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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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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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Welcome to the Wealthy Advisor Mindset podcast, the ultimate resource for financial advisors looking to expand their AUM (Assets Under Management) and elevate their quality of life through the power of a high-performance mindset. Your host is no other than Nina Cooke, a seasoned mindset coach with decades of experience working with countless business owners just like you. Join us as we explore proven strategies to help you dissolve self-sabotaging behaviors and habits, empowering you to achi ...
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People Behind the Science Podcast Stories from Scientists about Science, Life, Research, and Science Careers
Dr. Marie McNeely, featuring top scientists speaking about their life and c
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Are you searching for great stories to ignite your curiosity, teach you to perform better in life and career, inspire your mind, and make you laugh along the way? In this science podcast, Dr. Marie McNeely introduces you to the brilliant researchers behind the latest scientific discoveries. Join us as they share their greatest failures, most staggering successes, candid career advice, and what drives them forward in life and science. Our website with show notes]] Greetings science fans! We'r ...
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Coming Up Clutch with J.R. Helping Pro and Executive Athletes maximize their success and significance
James "J.R." Reid
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James “J.R.” Reid goes behind the scenes with the elite of the elite and shares strategies to help you thrive under intense pressure and come up clutch more often. Discover how you can master your mind, relationships, and money to ensure they’re an asset during your pursuit of greatness instead of a liability. Since 2005, J.R. has been a trusted coach, mentor, and advisor to the world’s top athletes, public figures, and executives and is considered one of the “Navy Seals of Life Coaching.” C ...
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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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Welcome to Confessions of a Terrible Leader, where real leaders share the raw truth about the lessons they learned the hard way, so you don’t have to. Join our host, Layci Nelson, founder of Transcend Leadership Collective and former terrible leader. Every leader can become worthy of being followed if they are willing to put in “the work.” On this podcast, we share the messy stories and behind the scenes reality of what the work actually entails.
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Real Money, Real Life™ with Linda Grizely Money isn't just math -it's mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we'll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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Business & Psychology – hosted by author and leadership advisor Martin Wolf (The Psychology of Workplace Dynamics) and psychologist Dr. Verena Seibert-Giller (founder of the UX Psychology Lens) – explores the human side of business with clarity, science, and zero fluff. Each episode unpacks one powerful psychological insight behind everyday workplace behavior. From team tensions to decision traps, Verena and Martin break it down with real facts, smart perspectives, and practical hacks for le ...
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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it's about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we're talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...
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HR Works provides clear, relevant, actionable information on topics that matter to human resources (HR) professionals
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The Middle Class Millionaire with John Choi, CFP® is all about helping you prepare to thrive through an uncertain financial future. John believes that with proper planning you can achieve clarity, direction, and confidence regarding your financial and retirement goals. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. Listen to Middle Class Millionaire to better understand the "why" behind your plan as John discusses investm ...
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🎙️ Welcome to The SPAC Podcast — your front-row seat to the dynamic world of Special Purpose Acquisition Companies. Hosted by Michael Blankenship, a leading capital markets attorney and partner at Winston & Strawn LLP, and Joshua Wilson, executive producer and capital markets advisor, The SPAC Podcast brings you candid conversations, insider insights, and sharp analysis from the people shaping the future of the SPAC market. Whether you’re a sponsor, investor, founder, attorney, banker, or ju ...
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The stories behind the people, places and properties on the Danforth. A Danforth resident & local real estate expert for 25 years that knows the history and stories of this area better than most. Been recording interviews with local residents since 2020 and will be adding them to this new show. Also the host of the #1 ranked real estate podcast show on Google, Spotify, Apple Podcasts and more.
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Traditional media on Finance has become too commercial and one sided. We strive to show the truth behind the current topics in the financial news today. We strive to be fully transparent and would love to see your comments on our videos however since Patrick Morehead is an actual financial advisor the SEC does not allow comments on Youtube Videos. We would still love to hear form you about potential topics, things you like and of course things we can work on. Please reach out to us at Hello@ ...
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Welcome to the Let’s Just Go podcast! I’m Kayla, a travel advisor, millennial, and professional suitcase-stuffer here to share stories, tips, and plenty of honest opinions from my adventures around the globe. Each episode, you’ll get destination breakdowns, planning advice, hilarious travel tales, and a behind-the-scenes look at what it’s like working in the travel industry. Whether you’re planning your next big trip or just need a virtual escape, you’re in the right place. Fair warning: I s ...
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Discover the power of purpose-driven financial advice. In this podcast, Dennis Morton and Katie Brown take a step back from their day-to-day advisor duties to discuss the meaningful decisions families make about money. Sometimes they agree...and sometimes they don't. But they both believe that it's not just about the dollars and cents. It's about discovering the "why" behind financial choices and living a life that is rich in more ways than one. Join Dennis and Katie as they explore the worl ...
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The Breakout CEO is a podcast for leaders who are building, breaking through, and leveling up. We're excited to feature bold leaders and sharp thinkers who help scale innovation, build real teams, and navigate the pressures of growth. Hosted by Jeff Holman—CEO advisor, legal strategist, and founder of Intellectual Strategies—the show features 30-minute, insight-rich conversations with entrepreneurs and experts operating at the edge of innovation and growth. Each episode dives into the mindse ...
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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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RealClear Podcasts go behind the headlines covering the most interesting topics and news of the day. From the president’s first 100 days to an in-depth look at the administrative state, listeners can count on RealClear’s Washington Bureau to start the smartest conversations on the issues that matter most.
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Welcome to David Invest, your AI-inspired real estate investing podcast. We explore a range of real estate investments, from multifamily assets to mixed-use properties. David Davidenko, Co-Founder and Managing Partner of Sunrise Capital Group's portfolio boasts over 7,000 units and a staggering value of $600MM. At David Invest AI, you'll unlock the secrets behind these successful strategies and observe how AI transforms our interaction with real estate content. We're not just another finance ...
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The International Association of Privacy Professionals is the largest and most comprehensive global information privacy community and resource, helping practitioners develop and advance their careers and organizations manage and protect their data. More than just a professional association, the IAPP provides a home for privacy professionals around the world to gather, share experiences and enrich their knowledge. Founded in 2000, the IAPP is a not-for-profit association with more than 70,000 ...
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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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If you're ready to embrace authenticity, take action, and live the life God has in store for you, you've found your perfect destination. Join Ashley Winston and her esteemed guests as they share inspiring stories, practical wisdom, and valuable advice on faith, business, and life. With a global reach spanning Africa, Europe, Asia, and the Americas, the podcast has touched listeners' lives in over thirty-four countries. About Ashley: Ashley Winston is a multi-passionate entrepreneur, author, ...
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Louisiana's trusted industry advisor for restaurants, Louisiana Restaurant Association, presents We Live To Eat. It's a behind-the-scenes peek at the members of the association and how the LRA helps them navigate the complicated world of restaurant ownership. Host Wendy Waren intrigues us with interesting stories and engaging conversations with special guests from Louisiana's culinary scene. Join us each month for an update & check out all our social media - Instagram, Facebook and Linkedin. ...
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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The Unwritten Playbook of the C-Suite Executiveland is the podcast for senior leaders, aspiring executives, and anyone who wants to understand what it really takes to lead and succeed at the top. Hosted by executive coach and trusted advisor Elizabeth Freedman — founder of E•Suite Leader and longtime advisor to Fortune 100 companies — this show takes you behind the scenes of 20+ years working with C-Suite executives and their teams. Each month, you’ll get real-world insights from the coachin ...
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The Matt Babcock Show is a storytelling-driven podcast that takes listeners inside the basketball world—on and off the court. Hosted by Matt Babcock, a former player, coach, and agent who is now an NBA Draft analyst, scout, and advisor, the show draws on a lifetime spent around the game. From growing up in a basketball family to representing players and navigating the draft process, Matt shares personal stories, industry insights, and behind-the-scenes commentary that pull back the curtain o ...
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Law school teaches you the law. This podcast teaches you how to succeed inside a law firm. Lawyer Launcher – Behind the Bar is for law students and newly called lawyers who want to thrive and build confidence when they start practice. Hosted by Susan Van Dyke, a trusted advisor to law firms and a guide for new lawyers navigating their first year, this show offers an insider perspective from the other side of the hiring table. With over 30 years of experience working with law firms and their ...
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The Conversation with POLITICO’s Dasha Burns is a fresh take on the traditional Sunday show format, going beyond conventional wisdom and short sound bites to broaden the political conversation. Each week, Dasha will sit down with one of the most compelling – and sometimes unexpected – power players in Washington and beyond for a real discussion about how they are shaping the current moment.
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Behind every thriving business is a woman with a story. One of courage, conviction, and creativity. Women & The Businesses They Own is where seasoned wealth advisor Shari K. Hooper sits down with women entrepreneurs who are building businesses that reflect their values, vision, and voice. With nearly 35 years in the financial industry, Shari brings her expertise in wealth management and her passion for empowering women to every conversation. Each episode uncovers how these women turned chall ...
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At Di Pietro Partners, we don’t just represent clients, we educate them. Our boutique litigation firm is known throughout Florida for handling complex cases involving healthcare law, probate and trust litigation, False Claims Act whistleblower actions, and high-stakes civil disputes. Now, we’re bringing our legal insight directly to you through the Di Pietro Partners Podcast. In each episode, our attorneys break down pressing legal issues that affect doctors, healthcare businesses, families, ...
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Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experience ...
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An insightful and lively podcast that gives you access to ideas and insight from a range of market experts from Manulife Investment Management.(Intended for Advisor Use Only)
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What if wealth were never just about accumulation… But what goes unspoken across generations? Elysium: The Journey of Wealth & Legacy is a cinematic podcast that blends hidden money dynamics, soul-coded storytelling, and the evolving architecture of financial power. Hosted by Cassie Kang, Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Cinematic Guide for the Legacy Journey, Elysium bridges real stories, financial transitions, and the profound truths be ...
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The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
Josh Jalinski
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Step into the financial end zone with "The Financial Quarterback® with Josh Jalinski," your weekly playbook for help in mastering the financial game, protecting your wealth, and securing your retirement. Each episode dives into crucial topics like retirement planning, financial strategies, and estate planning, offering straightforward, actionable advice to shield your wealth from higher taxes and market risks. It's the financial guidance you've been searching for, delivered in a 30-minute fo ...
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Explore the journeys of today’s most inspiring tech founders on The Engine – Founders Stories, hosted by Donna Owen, founder and fractional GTM leader at The Engine. Discover how visionary entrepreneurs overcame the “founder-led sales” trap to build predictable, scalable revenue engines - and learn how you can do the same for your business. Join Donna as she sits down with C-suite executives, startup pioneers and growth architects behind groundbreaking SaaS and fintech ventures. Each episode ...
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109. The Secret Maths Behind a Freedom Business
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If you've ever thought, "I just need more clients," I need you to listen to this. In my early days, I chased that exact goal. I was getting 33 new clients every six weeks, and on paper, it looked like I was crushing it. But behind the scenes? It was complete chaos. I was stretched thin, serving underpaying clients, and drowning in stress. It was my…
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139: Daniel Crosby - The Psychology Behind High-Growth Financial Advisors (Live from Future Proof)
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Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry. Daniel had spent time with a number of Triad members who were doubling, tripling, even quadrupling their firms — and he wanted to understand what was driving that kind of growth. What he found wasn’t …
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Ep #413: XYPN's 2025 Benchmarking Study Highlights LIVE
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Alan Moore and Michael Kitces share nine years of XYPN benchmarking insights live from XYPN LIVE 2025. From year-one challenges to fee strategies, hiring, and the value of CFP® certification, this episode gives a candid, data-driven look at what works (and what doesn't) when growing a fee-only firm.
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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
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Crafting a charitable giving strategy isn’t just about tax efficiency—it’s a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …
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Tackling Forced Labour in Solar Supply Chains, with Rachel Owens (Solar Stewardship Initiative)
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The solar industry has faced tough questions about its supply chains and the links to state-enforced forced labour, particularly in regions like Xinjiang, China. In this week’s episode Sulaiman speaks with Rachel Owens, former human-rights campaigner and CEO of the Solar Stewardship Initiative, to talk about the major steps the sector has been taki…
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New episodes are available each month on most podcast platforms. We Live To Eat podcast is produced by the Louisiana Restaurant Association Comms Dept. https://www.instagram.com/louisiana_restaurant_assoc/ https://x.com/LaRestAssoc https://www.facebook.com/LaRestaurantAssoc https://www.linkedin.com/company/louisiana-restaurant-association…
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Episode 12: Holly Young – Empowering Confidence Through Technology
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Episode 12: Holly Young – Empowering Confidence Through Technology In this episode of Women & the Businesses They Own, Shari Hooper talks with Holly Young, an IT professional and educator who helps seniors build confidence in using technology. Holly shares how patience, purpose, and perseverance have shaped her journey as a woman in tech and a busi…
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Why the Transfer Agent Market Is Finally Changing
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In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why the transfer agent and trust industry is undergoing a long-overdue transformation and why SPACs have been a major catalyst. For nearly a decade, one incumbent controlled 99% of the market. SPACs were considered “too risky,” and innovation stalled. …
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The Flat Rate Trap: How AI Will Help The Industry Win
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!! NEXT WEEKS EPISODE IS ONLY ON YOUTUBE, VIDEO EPISODE ONLY!!! This Episode was already out on Youtube days ago. Subscribe for the video episodes! AI’s coming for every white-collar job out there the office people, the analysts, the “safe” careers. And when that wave hits, guess who’s waiting with open arms? The same industry that’s been burning t…
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836: Investigating the Impacts of Emotions on Behaviors, Thoughts, and Decisions - Dr. Heather Lench
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Dr. Heather Lench is Professor in Psychological and Brain Sciences and Senior Associate Provost for Faculty Affairs at Texas A&M University. Heather's research focuses on emotions, and how emotions affect people, their thinking, and their behavior. She is particularly interested in anger and boredom. In her free time, Heather enjoys exploring a var…
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Marion, a long-time Danforth resident, discussed the upcoming East Toronto Handmade Market, an annual show and sale of unique handcrafted pieces by local artists from the area stretching from Eglinton to Woodbine and beyond. She highlighted the diverse range of art, including pottery, woodwork, detailed drawings of Toronto neighborhoods, paintings,…
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Millionaire Habits: The Real Keys to Retiring Early
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Can the average person really retire early, or is that dream reserved for the ultra-wealthy? Josh breaks down some of the habits self-made millionaires use to achieve financial freedom ahead of schedule. From keeping housing and car costs low to cooking at home and minimizing student debt, we discuss how small lifestyle choices can add up to millio…
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The Truth About How Law Firms Make Money (And Why You Should Care) with Colin Cameron
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Colin Cameron, CPA, CA, takes us through the basics of law firm compensation and profitability and why it's important for law students and new lawyers to understand how billing rates and recording time tie into profits. We discuss the evolution of the business of law, the emergence of law firm business professionals, and how new lawyers can learn f…
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Redefining Freedom, Mobility, and Wealth in a World That Won’t Sit Still “Retirement used to mean escape. Now it means reinvention.” The promise of retirement once meant safety, the reward for a lifetime of work. A pension, a paid-off home, a quiet ending. But in today’s volatile economy, that story no longer holds. In this episode of Elysium: The …
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In this episode of The SPAC Podcast, Adeel Rouf shares his forward-looking perspective on the SPAC market heading into late 2025 and 2026. With traditional IPO windows largely shut for mid-market companies, Adeel explains why SPACs are becoming increasingly relevant again, especially for private equity and family office-backed portfolio companies s…
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, host Michael Doherty dives into the power of selfless teamwork in building an unstoppable shop culture. Michael shares pers…
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Why Sen. Rand Paul feels like GOP ‘whipping boy’
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Sen. Rand Paul (R-Ky.) is known for being a firebrand when it comes to his conservative, small-government principles. He’s also known for being a longtime supporter of President Donald Trump, despite taking issue with some of the president’s policies. But Paul takes issue with being what he says is the only Republican willing to stand up to Trump a…
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HR Works Podcast: Behind the Scenes of SPARK Talent with Staples VP
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SPARK Talent saw some of the greatest minds in HR speak on the most pressing topics in the workforce. They didn’t just talk theory; they handed us a playbook for the AI and outlier era: First, know exactly what work needs to change. Second, know who can lead the change. Third, design the experience that attracts them.Bertrand Dussert, VP of Talent …
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AI, Telehealth & the Future of Medical Liability
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In Episode 3 of the Di Pietro Partners Podcast, Kevin sits down with healthcare law attorney David Di Pietro to discuss how rapidly evolving technology is transforming both care delivery and legal risk. From artificial intelligence powered diagnosis tools to the rise of telehealth platforms, this episode explores how innovation in healthcare is cre…
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PT 2 - Faith, Facts & Freedom: Unlocking the Hidden Connection Between Your Health and Wealth
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In this powerful episode of the Break Free Podcast, Ashley dives deep into the real reason many people repeat painful cycles in life, business, and relationships. Building on part one, she explains that advancement often exposes what’s been hiding in our hearts—and what looks like opposition is often God’s revelation. Ashley guides listeners on the…
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What SPACs Must Prepare for in the Next 12–18 Months
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In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, shares his outlook on D&O risk for SPACs and de-SPACs heading into 2025 and beyond. Drawing from decades of experience advising public and pre-public companies, Machua warns that we’ve seen this market cycle before: an uptick in activity, ri…
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The Hidden Rules of Talking To Executives
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In this episode of Executiveland, Elizabeth Freedman returns with a new chapter of the unwritten C-suite playbook: “Do I Really Have to Spell It Out?” Drawing from years of coaching senior leaders, she unpacks why clarity in communication is one of the most overlooked drivers of performance, and why even seasoned executives fall into common traps. …
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Long-Term Care: A 5-Step Process to Determine If You Can "Self-Fund"
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You've heard it before—70% of Americans over 65 will need long-term care. While that number is technically true, it's also misleading. Because here's what many people don't realize: the vast majority of retirees will never face a catastrophic, six-figure care event. In fact, nearly two-thirds will spend ZERO out of pocket during their lifetime! 🤯 S…
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How Startup Founders Can Fix Hiring by Replacing Recruiters with Sales Operators - Luke Barry
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Welcome to The Engine - Founders Stories Podcast. Host Donna Owen chats with Luke B. (Luke Barry), Co-Founder and Head of Growth & GTM of How Ya Doing, a talent-as-a-service firm that combines deep sales expertise with executive search proficiency. Before launching his own business, Luke spent 15 years in enterprise sales and payments with Lloyds B…
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Gold Rush 2.0: Is Your Money Losing Value?
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Gold is soaring, Bitcoin’s booming, and confidence in the dollar is slipping... So what does that mean for your money and your legacy? Josh breaks down the new “debasement trade,” why investors are fleeing fiat currency, and how everyday savers can protect their wealth through smart diversification. From gold ETFs to digital assets and balanced por…
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From Real Estate to Craft Beer: The Journey of Crying Eagle Brewing
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Eric Avery, owner and founder of Crying Eagle Brewing Company in Lake Charles, stops by the We Live to Eat podcast to discuss how a bachelor party brewery tour in Houston sparked his idea to bring a similar experience to Southwest Louisiana. With no prior food or beverage background, Avery drew on his entrepreneurial experience in real estate and s…
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9 - How Curiosity Drives Innovation: Leadership Strategies for Growth with INSEAD's Spencer Harrison
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In this episode of The Breakout CEO: Inside the Strategic Moves of Scaling CEOs, Jeff Holman speaks to the Full Professor at INSEAD, Spencer Harrison. Spencer discusses his journey from aspiring English professor to business scholar, focusing on creativity and curiosity in organizations. Drawing on research and personal stories—including lessons fr…
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How Underwriters Evaluate Risk for SPAC and de-SPAC Coverage
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In this episode of The SPAC Podcast, Machua “Motsch” Millett of Lockton Companies explains how underwriters assess risk when pricing D&O insurance policies for SPACs and their de-SPAC targets. The evaluation process is vastly different depending on where the SPAC is in its lifecycle and Machua walks through both sides of that underwriting equation.…
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You ever notice how chaos always seems to hit when you’re at your weakest? One bad night’s sleep. A stretch of skipped workouts. A week of high stress where your mind is cloudy and your emotions are raw. That’s when the enemy strikes. Here’s the kicker: We live in a world full of chaos and evil. And when you’re weak – physically, mentally, or emoti…
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Vulnerability: A Key to Effective Leadership, feat. Colleen Malmassari of Back40 Advisors
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In this episode of 'Confessions of a Terrible Leader,' Layci Nelson welcomes Colleen Malmassari, founder of Back40 Advisors, to discuss the intricacies of leadership and HR operations. They delve into Colleen's journey from accounting to HR, the challenges of managing back-office functions, and the importance of small, sustainable changes in busine…
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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes
1:29:59
1:29:59
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While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …
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Ep #384: It's Live: The Referable Client Experience Book
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17:21
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I'm super excited to share that my new book, The Referable Client Experience, is officially live! Join me as I celebrate this milestone and dive into who this book is for, why I wrote it, and how it can transform your business. Plus, I've got some fantastic bonuses to share. Don't miss out, because they're only for a limited time! Resources and lin…
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Why D&O Insurance Prices Have Dropped 60% Since 2021
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In this episode of The SPAC Podcast, Chaz breaks down why D&O insurance pricing has plummeted nearly 60% over the past nine quarters and why the market looks so different today compared to the 2021 peak. He explains how a flood of new insurance carriers entered the market post-2021, doubling the number of firms writing public D&O insurance from ~32…
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From Grief to Growth: Healing, Journaling & Financial Clarity with Kim Murray | Ep 12
39:40
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Episode Description: In this episode of Real Money, Real Life™, Linda sits down with Kim Murray to talk about grief, healing, and reclaiming your life after loss. We cover: - How grief impacts everyday life and financial decision-making - The power of journaling as a tool for clarity and healing - Why simple practices can help you move forward afte…
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Thatcher, Blair and Beyond: 40 years of energy policy with Jim Watson (UCL)
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The energy system has changed dramatically in the last 40 years, both in the UK and globally. But how do these changes happen? What makes technology transitions and innovation a reality? Is it policy, politics, or global economic patterns outside our control? We're joined by Jim Watson, Professor of Energy Policy and Director of the Institute for S…
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From LSU to the University Club: Passion and Innovation in Hospitality
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Steven Hightower, Director of Food and Beverage at the University Club, joins the We Live to Eat podcast to share his journey in Louisiana’s hospitality industry. From starting in restaurants at LSU and Ruth’s Chris to leading City Group Hospitality, he discusses mentorship, teamwork, and passion for the business. Hightower highlights his work with…
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Designing a Life You Love: Jessica’s Journey from Family Roots to Entrepreneurship
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Jessica grew up in the charming town of Niles, Michigan, famous for its apple festival and history as the hometown of Aaron Montgomery Ward, founder of Montgomery Wards. After attending Grand Valley College—before it became a university—Jessica built her life in West Michigan, raising three amazing kids who are now thriving adults. She loves cheeri…
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Helping Women Rise: Jennifer Kok and the Power of Next Wave Business Coaching
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Episode 5 with Jennifer Kok, owner of Next Wave Business Coaching. This podcast is presented by Summit Wealth Partners, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorseme…
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Clearing Space, Finding Peace: Susie Marsh on the Power of Letting Go
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Susie, a professional organizer who helps people clear more than just their homes—she helps them reclaim their peace of mind. We talk about the lessons that live inside everyday messes, what it takes to rebuild after health challenges, and why success sometimes starts with letting go. A powerful episode about resilience, renewal, and redefining wha…
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Serving Seniors, Building Dreams: A Conversation with Laura Kelso
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This episode with Laura Kelso from Kelso Homes and creator of the series GR Savvy Seniors was unique and fun because she started her career in the early days with Pampered Chef before growing it into real estate and working with a unique niche with seniors. Listen in and let me know what you think and don't forget to share it too. This podcast is p…
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Building a Legacy: Kristle Teague’s Journey from Litigator to Law Firm Owner
56:28
56:28
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Kristle was born and raised in Kentwood, Michigan, and her roots in this community run deep. After graduating from East Kentwood High School and earning her degree at Grand Valley State University, she stepped into the legal world and never looked back. Over the last 20 years, Kristle has worn many hats—litigator, advisor, mentor, and now business …
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Building a Business That Serves: Kelly Poll Syren of Voyage Benefits, LLC
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54:46
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In this episode, I sit down with a truly inspiring woman Kelly Poll Syren whose journey in health and Medicare insurance Voyage Benefits, LLC is filled with purpose, passion, and hard-earned wisdom. We talk about building a business that serves, finding courage in transitions, and how women are redefining success on their own terms. ✨ Whether you'r…
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Fermenting Success: How Courtney Lorenz Built Cultured Kombucha
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Courtney Lorenz, founder of Cultured Kombucha, has been redefining wellness drinks for over a decade. At just 34, she’s already 10 years into building a business that combines flavor and function — helping people eat well, live well, and enjoy every sip. In this episode, she shares her entrepreneurial journey, the challenges of growing in a competi…
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Redefining Patient Care: Dr. Lara Baatenburg on Building Concierge Medicine of West Michigan
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Guest: Dr. Lara Baatenburg | Concierge Medicine of West Michigan In this episode, I sit down with Dr. Lara Baatenburg, founder of Concierge Medicine of West Michigan, which opened its doors in September 2024. Dr. Baatenburg brings an incredible academic background, with degrees from Calvin University, Wayne State University, and Michigan State Univ…
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Clearing the Clutter: How Melanie Built Willis Bookkeeping Services
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Melanie, the founder of Willis Bookkeeping Services - Clear Biz Clutter. For decades, she’s been in the world of accounting, but a couple of years ago, she took a leap—leaving behind the safety of a steady role to start her own business. Listen to her story here. This podcast is presented by Summit Wealth Partners, LLC, a registered investment advi…
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