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Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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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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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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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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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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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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Each week I’ll be joined by industry experts, retailers and product creators to decode the myths, share knowledge and give you a better insight into the retail industry.
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Your career is more than just a job—it’s a chance to create an impact and find personal fulfillment. This podcast explores the journeys of business leaders, uncovering how work shapes our lives, the world, and what makes a career truly meaningful. Hosted by Greg Martin, a Toronto-based investment banker and M&A advisor, the show dives into the deeper questions behind our careers—why we work, what drives success, and how our professional lives shape the world around us. In an era of AI, caree ...
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Financial education shouldn't be boring! Bank Chats combines a relaxed conversational style with experts from various fields to talk about banking and finance using terms that everyone can understand. DISCLAIMER This podcast focuses on having valuable conversations on various topics related to banking and financial health. The podcast is grounded in having open conversations with professionals and experts, with the goal of helping to take some of the mystery out of financial and related topi ...
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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 Bridge to Knowledge" is a podcast that explores how economics, finance, and global events shape our personal lives and public choices. Hosted by David Barol, the show connects practical financial topics like budgeting, real estate, and investing with broader conversations about trade, inflation, and government policy. David brings a thoughtful, grounded perspective rooted in his background in finance and his interest in the forces shaping our world. With interviews from diverse voices a ...
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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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Never in American history has it been so easy to gamble, legally at least. We’ve got casinos, sports betting, online poker, keno — but it was all made possible by state lotteries, which brought gambling out of the shadows and into the public square — into the government itself. “Scratch & Win” follows the unlikely rise of America’s most successful lottery. We begin in 1970s Boston, with state bureaucrats going toe to toe with mafia bookmakers, and each other, as they struggle to launch the s ...
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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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The Diaspora Food Stories podcast will explore the stories behind the creators from the African Diaspora, furthering the mission of The Global Food and Drink Initiative to connect Black people through food, drink and travel. Listeners can expect conversations that go deep into the history and origins of our foods and how they have shaped cultures, communities and the world. In addition, Diaspora Food Stories will be the first food podcast to offer these stories in the native tongue of our gu ...
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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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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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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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The Upgraded CEO is the podcast for women entrepreneurs and corporate executives who are ready to elevate their leadership and step into their true CEO role. Hosted by Executive Coach + Team Advisor Nicole Case, this show is for the ambitious, high-achieving women who have built successful businesses or lead dynamic teams, but are ready to break free from the grind. Whether you're running your own business or managing a department, this podcast is designed to help you lead with clarity, buil ...
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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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Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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Welcome to The Transaction. The #1 Go-To-Market podcast on the planet. Hosts Craig Rosenberg and Matt Amundson, two legendary go-to-market leaders in their own right, talk weekly with the best sales, marketing, operations, and product leaders in the B2B SaaS world to understand what's working in the new playbook of the post-ZIRP market. But Craig, Matt, and their guests don't just talk theoretically, they share the stories and actionable tips, tactics, and strategies behind what's driving re ...
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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 American Idea explores America's Founding principles and their effect on American history and government. Through thoughtful conversations with renowned academics and public figures from across the country, we examine the history and political thought behind our country’s greatest documents and debates, as well as contemporary issues, American popular culture, and political statesmanship. The podcast is a production of the Ashbrook Center and hosted by Jeff Sikkenga.
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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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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
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The AI in Automotive Podcast features the people and companies behind the forces shaping the future of automotive and mobility. Jayesh Jagasia engages experts at the intersection of automotive, energy and technology in enlightening and thought-provoking dialogue.
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Podcast Description: The Investor Relations Podcast Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, or ...
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Welcome to How2Exit, the premier podcast for entrepreneurs, advisors, and everyone in between who wants to dive deep into the world of buying, growing, and selling small businesses valued below $20 million. Our mission is to equip you with the insights and strategies you need to succeed in the small business M&A space. Join us as we talk to the best in the industry and explore the full process of buying, growing, and selling businesses. You'll gain invaluable knowledge from interviews with s ...
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Daily join the Real Estate Jerky team, featuring Ed Parcaut, MBA, veteran, and mortgage advisor of Lending for Living, alongside RE/MAX Executive Realtor, Mike Kelly, for an exclusive look at what's happening in the Real Estate market and mortgage industry. Get ready for expert advice, insider knowledge, and in-depth discussions! Monday to Friday, tune in live at 8:30 AM every day on Facebook, LinkedIn, and YouTube for our interactive daily show. We'll keep you informed and entertained with ...
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The Flight Club podcast gives you a behind-the-scenes look at female entrepreneurship. We focus on sharing backstories of amazing women as they found their "lean out" moment and bravely launched their business. The show is hosted by Felena Hanson, founder of Hera Hub and author of the book "Flight Club". Hera Hub is a shared, flexible work and meeting space where entrepreneurial women can create and collaborate in a professional, productive, spa-like environment. The platform provides its me ...
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What’s happening to spur economic vitality in the South Bend, Indiana, Region, and surrounding areas? And who are the people behind these efforts? We'll dive deeper beyond the headlines to keep you informed on the people and businesses making things happen in the region. You’ll hear casual and candid conversations with real people—business and community leaders driving the region forward. Hear authentic, unscripted stories from entrepreneurs, business owners, elected officials, and more!
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Let's talk about local International Relations. We will showcase Miami's International diplomatic and business landscape, and get to know the innovative startups calling Miami home. Meet the people behind the organizations that contribute to Miami's commercial and cultural international growth. I am Alejandro Servalli, and I am the former Senior Advisor of International Relations to the City Manager of the City of Miami.
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The story behind the deals
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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 the Talking Papers Podcast: Where Research Meets Conversation 🌟 Are you ready to explore the fascinating world of cutting-edge research in computer vision, machine learning, artificial intelligence, graphics, and beyond? Join us on this podcast by researchers, for researchers, as we venture into the heart of groundbreaking academic papers. At Talking Papers, we've reimagined the way research is shared. In each episode, we engage in insightful discussions with the main authors o ...
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The official podcast of the New York Yankees Double-A affiliate, the Somerset Patriots. Patriots Play-by-play Broadcaster and Manager of Media Relations / Broadcasting, Steven Cusumano brings you insight and comments from top prospects and personnel throughout the Yankees organization, while telling the stories behind the next generation of Patriots in Pinstripes.
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Every week, real estate team lead Byron Lazine and financial advisor Pat Kenny give insight into Connecticut real estate and local news affecting the real estate and stock markets.
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Each week on The Finance Marketing Podcast, join host Hillary Gale, an expert financial marketer and copywriter, as she explores in-depth conversations with top financial advisors, coaches, therapists, course creators, and marketing experts to unveil the secrets behind successful marketing strategies in financial services. Every Friday, discover the art and science of effective marketing through insightful stories and strategies. From content creation to branding, from paid advertising to or ...
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What matters most right now in Commercial Real Estate. Business leaders join economic, industry and subject matter experts to share their distinct views and latest thinking. The Weekly Take is hosted by Spencer Levy, CBRE’s Senior Economic Advisor and Global Client Strategist. More at cbre.com/TheWeeklyTake
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Ep #407: A Decade of Building XYPN from the Inside Out
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In this special episode of Behind The Advisor, Alan Moore interviews Maddy Roche, XYPN's first employee and longtime podcast host, as she prepares to depart after nearly 11 years. From her start as the "Director of Getting Sh!t Done" to becoming an executive business coach, Maddy reflects on her journey with XYPN, discussing the challenges of growi…
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Topics covered include: Why comparing payout percentages rarely tells the full story. How custom pro formas cut through the noise and reveal the real net numbers. The top mistakes advisors make when analyzing firm economics. How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. What actually moves the needle in …
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Green Into Gold: The New Era of Sustainable Investing
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Galvanize Climate Solutions’ Joe Sumberg and CBRE Chief Sustainability Officer Rob Bernard share insights on achieving high returns through sustainable investment strategies. · Profitable Sustainability: Commercial real estate investment strategies that integrate today’s sustainability and decarbonization technologies can enhance returns. · Economi…
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How to Become Really Good from the Founder of San Francisco’s Leading Restaurant Group with David Steele
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Episode 89. It’s hard to create one successful business, but if you can take what you learn from doing one thing and apply it to another the opportunities are endless. They key: getting really good at one thing. In this episode of the Lifetime at Work Podcast, host Greg Martin interviews David Steele, a successful restaurateur and founder of One We…
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Every New Yorker pays the price for past housing policies
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Housing isn't just a policy issue in New York City—it's the lens through which most residents experience their daily lives. Our latest deep dive examines former Governor Andrew Cuomo's housing record as it becomes a flashpoint in the current mayoral race, revealing layers of complexity beneath the campaign rhetoric. When tenant groups brand Cuomo "…
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49 | Les Conway | Redefining Retirement: Lifestyle Planning, Business Resilience, and Finding Purpose
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In this inspiring and thought-provoking episode, we dive deep into the world of lifestyle financial planning and purposeful business ownership with seasoned financial planner Les Conway, who brings over 35 years of industry experience and 15 years running his own practice. We explore how traditional notions of retirement are rapidly evolving - and …
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Realtor.com’s State Report Cards Reveal Shocking Truth Behind Connecticut’s Housing Market
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Join Byron Lazine and Brian Skelly, the mortgage guru, as they discuss Realtor.com's State-by-State Report Cards and see how Connecticut scored on the list. #realestate #connecticuthousing #housingmarket
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The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck News)
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What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figu…
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Why is Tracking the SPAC Lifecycle Crucial for IR Firms?
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Unlock the Full Potential of SPACs with Effective Monitoring! 🔍 Tracking the intricate lifecycle of SPACs is essential for IR firms aiming to make informed decisions and maximize opportunities. From the IPO stage to the merger completion, every step provides critical insights into market sentiments and strategic planning. Our latest discussion with…
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The Story Behind Epstein and Private Equity’s Rise w/ William D. Cohan (Puck)
1:11:27
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What do Jeffrey Epstein, private equity-owned insurance, and AI have in common? Josh sits down with bestselling author, co-founder of the media company Puck, and financial journalist William D. Cohan to unpack the forces shaping today’s financial landscape. Bill breaks down the rise of Apollo Global Management, its connections to controversial figu…
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810: Studying Social Behavior, Reproduction, and Health in Female-Dominant Species - Dr. Christine Drea
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Dr. Christine Drea is the Earl D. McLean Professor of Evolutionary Anthropology, as well as Professor in the Department of Biology, the University Program in Ecology, and the Duke Institute for Brain Sciences at Duke University. Research in Christine’s lab examines animal behavior from an integrative perspective. She and her colleagues are investig…
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Lyrics (Verse 1) SPACs are the way we're building it bright, Finding great teams and we're soaring in flight, Deals coming fast, yeah, the future's in sight, Rolling along in that SPAC Lightning tonight! (Chorus 1) Tell me more, tell me more - Did they find a great team? Tell me more, tell me more - Is it part of the dream? (Bridge) Ohhh, we got th…
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E278: Buyer Beware: Jed Morris Exposes the Hard Truths Behind Business Acquisitions
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Watch: https://youtu.be/I8AUgv479HA About the Guest: Jed Morris Jed Morris is the Managing Partner of Sunset Coast Partners, an independent sponsor firm focused on acquiring defense contractors. A former Air Force veteran and Microsoft engineer, Jed’s journey into entrepreneurship was marked by soaring ambition — and a brutal, humbling failure that…
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Key Lessons Learned When Raising Money from Family Offices
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In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space. 💡 Key Takeaways: Understand the individualized dynamics of each family office. …
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You Don't Know What You Don't Know: A Recap From IGNITE 2025
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Other highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark. -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time. -Why marketing, branding, and persona…
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Building a Customer-Centric Go-To-Market Strategy with Lauren Goldstein - Ep 52
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Most B2B brands (yes, probably yours) think that they’re ‘customer-centric’, and yet none of them ever stop droning on and on about their product and its ‘revolutionary’ features. Lauren Goldstein is the Chief Growth Officer of Winning by Design and Co-Founder, Board Member, Chair of the Board of Directors for Women in Revenue. Lauren joins co-host…
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Amanda Miller Kelley | President & CEO, WNIT-PBS Michiana
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Send us a text Amanda will tell us about her interesting career path and how it led to the corner office. She will talk about the history of public broadcasting, not just nationally but also here in Michiana, and how the future looks.By South Bend Regional Chamber
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Essential Resume Tips: What to Avoid for a Successful Application In this interview, we explore essential resume tips to avoid common pitfalls. Learn why overloading your resume with logos, charts, and excessive details can be detrimental. Discover the importance of highlighting your career progression, key impact areas, and relevant experience in …
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Email Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2)
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In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it. Hillary explore…
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Blackstone's Jonathan Gray has sounded the alarm – prolonged trade negotiations carry serious recession risks for the US economy. But beneath this warning lies a fascinating paradox we're unpacking today. While most businesses and individuals struggle with economic uncertainty, firms like Blackstone – managing an astonishing $1.2 trillion in assets…
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Episode 101: A Look At Recent Property & Casualty Insurance Turmoil with Matt Burklund
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In this episode of the Retire Happy Podcast, John and Tom sit down with Matt Burklund, CEO of Vault Insurance & Investments, for a timely conversation about what’s really happening in the world of property and casualty insurance. As rates skyrocket and carriers pull out of key markets like California and Florida, Matt breaks down why the industry i…
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Understanding Institutional Investor's Needs
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Essential Advice for Working With Institutional Investors This episode provides crucial advice for companies aiming to work with long-term institutional investors. The key recommendation is to ensure that the products and strategies being marketed are grounded in a thorough understanding of the investors' objectives and needs. The discussion highli…
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Curiosity isn’t just a trait—it’s a strategic advantage in today’s advisory world. In my latest conversation on The FutureProof Advisor, I sat down with Jerry Sneed of Procyon Partners to unpack how advisors can build deeper client relationships, stay ahead of change, and foster generational impact by rethinking how we learn, lead, and communicate.…
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PT 1 - Becoming a Woman of Wellness: The Silent Struggle
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In this heartfelt and eye-opening episode of Break Free with Ashley Winston, Ashley kicks off Mental Health Awareness Month with a much-needed conversation about the quiet pain many women carry behind the scenes—especially within faith-based spaces. Drawing from her experience as a spiritual leader and mentor, she opens up about the mental health c…
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Hillary Gale: Storytelling Secrets to Transform Your Marketing
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In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast. Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal fina…
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Key takeaways from today’s episode include: -How to identify the right metrics that drive better lead generation and client conversions. -The value of internal and external Net Promoter Scores for client retention and operational insight. -Why small firms need to think like big ones - and build systems that scale. -How to future-proof your business…
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48 | Lynn Kitchen | From Street Sales to Stock Market Queen: The No-BS Guide to Building Wealth
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What does it take to rewrite your financial destiny? In this electrifying episode, meet Lynn Kitchen - a true pioneer who went from selling brooches on the street to smashing glass ceilings as one of the West Coast’s first women stockbrokers and founding not one, but two successful investment firms. Her story is a masterclass in grit, vision, and t…
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In the latest episode of The Retail Tea Break podcast I’m joined by an industry expert in Merchandising, Buying, Product Development and Sourcing with luxury and mass merchant retailers in both regional and global markets. Liza Amlani, the Principal and Co-Founder of Retail Strategy Group brings the end-to-end expertise that retail brands need. In …
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Underwater Palaces and Sky Mansions: Inside $200,000/Night Hotel Rooms
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Forget everything you thought you knew about luxury hotels. This eye-opening exploration takes us far beyond five-star ratings and standard amenities into a realm where a single night's stay can cost between $50,000 and $200,000—a world so exclusive that calling these properties "hotels" feels almost inadequate. We journey from the depths of the Ca…
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Housing Battle Update: Boomers Gain Lead Over Millennials
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A seismic shift has occurred in the American housing market. Baby boomers have surged past millennials to become the dominant home-buying force, now commanding an impressive 42% of all purchases according to the National Association of Realtors' latest generational trends report. This surprising reversal ends millennials' decade-long reign as the t…
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No Fun Anymore: What's Happened to the NBA?
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Why have NBA ratings dropped by half over the last decade? How has the game changed in recent years and what does the proliferation of legalized sports betting have to do with it? Jeff takes a break this week from questions of history and politics and looks at a slice of our public life with author and journalist Oliver Lee Bateman and addresses th…
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Dakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor University
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In this compelling episode of the Dakota Live! Podcast, host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success. Baylor’s $2.1 billion endowment supports a range of initiatives inc…
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LIVE RADIO SHOW: Making Sense of Market Volatility and Economic Change + Listener Q&A!
1:47:45
1:47:45
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Are the markets flashing warning signs or presenting rare opportunities? Josh kicks off the show with a deep dive into the latest market turmoil, breaking down how volatility, interest rates, and global headlines are shaking investor confidence. He explores the power of strategic and tactical diversification, the importance of time in the market, a…
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Strategic Approach to IR for Small Cap Companies
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A Thoughtful Strategy for Investor Relations in Small Cap Companies Navigating investor relations (IR) for small cap companies requires more than just immediate outreach. It demands a strategic approach that prioritizes long-term relationships with shareholders. This is how a calculated strategy can transform the perception and success of these com…
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5 Minute Drill | Avoid this Accountability Mistake
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Asking someone else to hold you accountable is a good thing, right? Well, not exactly. If you’re anything like me, you’ve heard some variation of "Accountability is what separates the elite from the average.” So, it seems natural that if you want to win and achieve your goal, you’d approach someone to hold you accountable. I did this for years. But…
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Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead with Vanessa N. Martinez
1:29:59
1:29:59
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Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in…
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We’re back with our second hot seat session. Alex is a real estate agent who has been in business for 12 years. After discussing the number of referrals he currently receives, we created a tailored 90-day strategy to help him achieve a significant increase in referrals for his business. If you missed last week’s episode with Christine, an attorney,…
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Key Skills for Success in Investor Relations
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Essential Skills for Success in Investor Relations In this episode, Christine highlights the vital skills necessary for thriving in investor relations, emphasizing communication, relationship management, strategic thinking, financial acumen, and regulatory knowledge. She underscores the importance of honest communication with investors and cautions…
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Comment via Text Message April is an exciting month in finance. Not only is April Financial Literacy Month, but April 7th-11th is America Saves Week, AND April 24, 2025 is Teach Children to Save Day! On this episode of Bank Chats, Drew and Jeff chat with Kerri Mueller and Randy McLaughlin on the topic of savings, and how to make saving money fun an…
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Ep. 71: Amanda Kim, Avante Capital Partners | How Your Mission Can Be a Valuable Differentiator
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On this episode of the Private Equity Value Creation podcast, Shiv speaks with Amanda Kim, Principal at Avante Capital Partners. As a majority women- and minority-owned private credit and structured equity fund, the team at Avante Capital Partners uses their unique insights and network to win deals, generate better returns and help women advance in…
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How Tariffs and Mortgage Rates Are Reshaping Consumer Behavior
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Join Brian Skelly, the mortgage guru, Ryan Casey, and Greg McCarthy as they discuss how tariffs and mortgage rates may be reshaping consumer behavior. #realestate #tariffs #housingmarket
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Who's Next: Leading family-run firms through change, succession
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Each new generation brings opportunities and challenges to the workplace. Recorded live at ICSC Detroit, leaders from two Michigan-based real estate families, the Schostaks and the Friedmans, discuss the hard but necessary conversations and choices required to maintain a multi-generational enterprise. Share these insights on succession planning in …
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The Most Bizarre Rules Renters Face Around the World
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Our global tour of rental practices reveals mind-bending differences that reflect deep cultural values about home, stability, and tenant-landlord relationships. • Germany rents apartments without kitchens, requiring tenants to install their own and take them when they move • In UAE, tenants typically pay an entire year's rent upfront before getting…
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Bill Ackman's Two Worlds: Transforming Howard Hughes Holdings While Maintaining Pershing Square
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Bill Ackman stands at a fascinating inflection point in his storied investment career. The renowned activist investor is quietly but dramatically reshaping Howard Hughes Holdings into something entirely different – a permanent home for smaller businesses held for the long term. What makes this transformation particularly compelling is how deliberat…
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Breaking Down Housing Inventory Trends and Mortgage Rate Updates on Real Estate Jerky Daily
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Host Ed Parcaut is back behind the mic for a jam-packed solo episode of Real Estate Jerky Daily, ready to serve up the latest real estate news with his signature sharp insight and a dash of wit. With co-host Mike still soaking up vacation, Ed doesn’t waste any time diving into the big topics shaping the market right now. Ed gives listeners an insid…
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A Journey in Finance, to at Mission Fixing Homeownership with Frank Rhode
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Episode 88. How do you put yourself in the position as a founder to solve a really big and complex problem—while building a great company along the way? In this episode of the Lifetime at Work podcast, host Greg Martin interviews Frank Rohde, founder and CEO of Ownify, about his diverse career in financial services and his mission to make homeowner…
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