Broker Consulting - Finance. Reality. Spolu.
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Broker Consulting Podcasts
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Insurance Broker and Consultant Supporting Business Owners
Clarence Nappier, Insurance Broker & Consultant
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Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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Welcome to LeadingLane, the go-to podcast for aspiring and seasoned real estate professionals! Hosted by Steven L. Burch and Ashley Fredrick, two seasoned brokers with a flair for the industry, this show delves into the core of what makes real estate tick. Each episode is a journey through essential topics like mastering time management, unraveling the complexities of real estate finances, and sharing authentic experiences from the field. Get valuable tips and tricks, whether you're a newbie ...
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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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Timelines of Success (timelinesofsuccess.com) & (PodcastersHome.com) is a, 30 minute premier podcast and on demand radio program where the host, entrepreneur Bill Conrad, interviews today’s foremost experts, professionals and entrepreneurs. The show investigates life's transitions between professions and careers. It is part of the BLUFTV.COM Network. Other BLUFTV.NET shows are, Politics of Success (politicsofsuccess.com), Brokers of Success (brokersofsuccess.com), Nick-i (nick-i.com) and WP ...
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There are a lot of real estate podcasts out there, most of which focusing on the residential fix and flips or wholesaling, but Kevin Bupp believes there's a smarter way to build long term cash flow and generational wealth. On the Real Estate Investing For Cash Flow podcast, you'll learn firsthand how the most successful commercial real estate investors in the world have learned to leverage their multifamily and commercial properties to create a steady stream of passive income. We'll spend ti ...
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Discover the strategies and stories behind the rise of multi-location empires, from humble beginnings to industry domination. From the founder of a global franchise to the local entrepreneur with a string of successful ventures, uncover the entrepreneurial spirit that drives their success.
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A podcast for angels, by angels. Hosted by Dr. Tom Duening, founder of the International Collegiate Angels Network (ICAN). This show dives into real early-stage deals, unpacks the logic behind great investments, and features founders of high-potential Campus-Born Ventures. Each episode explores market opportunity, investor strategy, and the key question behind every check: Why should I invest? *Disclaimer The content presented in the “Why Should I Invest?” podcast is for informational and ed ...
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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This is the Compounding Change Podcast, sharing stories of small but meaningful changes thatcompound into amazing impact. Brought to you by Shannon Davis and Davis Compounding Change.com Change Happens Fast… Take Advantage. In the Compounding Change Podcast, we uncover inspiring stories of individuals who have made meaningful changes in their lives, their careers and the lives of others through small, consistent actions. From transformative personal journeys and life changing stories, to exp ...
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Follow the movement of people from all over the world that are deciding that now is the time to start Living the Life they Love while Creating the Life of their Dreams. Join us as we explore how agents and clients use real estate to live their next level lifestyle and connect you with our trusted agents from our global network that help you “try on” different lifestyles for your next move, absolutely FREE. www.thenextlevellifestyles.com Subscribe to youtube: https://youtube.com/channel/UCErS ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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David Nettles, a seasoned property tax consultant and broker, specializes in real estate across Texas, saving clients millions.
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Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating go-to-market strategies in the Employee Benefits and HR industry. Hosted by employee benefits GTM expert Dennis Carlson, each episode delivers actionable insights and tactics on go-to-market strategies for anyone selling employee benefits, total rewards, HR, work-tech, and digital health products and services through the benefits broker channel.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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I started the Tales of Sales podcast with one clear mission; to teach everyone I can reach that they are all in sales, whether they know it or not. Join me, Broden Johnson, as I interview guests from different backgrounds each week to hear their Tales of Sales. For additional resources and content, follow me on social media @brodenjohnson1 PS. Come and join our Facebook Group: Selling is Human - https://www.facebook.com/groups/sellingishuman
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Talk Freight with Craig Bliss, CTB --- Craig Bliss is the creator of Facebook’s largest networking group for freight broker/logistics professionals “FREIGHT BROKERS & TRUCK DRIVERS” Craig helps people become successful by providing a better understanding of what each side looks for to maximize potential & MAKE MORE MONEY!
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Why the name Denim & Blazers? Most real estate transactions take place with individuals wearing one or the other, if not both. Real estate is sophisticated and elegant at times. Before that sharply dressed real estate agent brought you to see that lavish home, that has the grand staircase as you enter through those huge mahogany front doors and the exact marble kitchen counter tops that you would have picked if you built the home custom...there were several individuals working there that wer ...
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Join restaurant industry veteran Steve Zimmerman, Principal Broker and Founder of Restaurant Realty in a 1-on-1 fireside chat with restaurant owners, managers, investors and high profile industry clientele sharing their restaurant deal making experiences, success stories, challenges, and more. Launched in January 2022, the Restaurant Dealmaker Show has yielded 700,000+ viewers of its 40 episodes between live in-person Zoom webinars, broadcasting live to Facebook and YouTube, and replays. For ...
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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Welcome to Top M&A Entrepreneurs – your go-to resource for inspiration, insight, and actionable advice on business buying. Each episode features engaging conversations with business buyers who share their “why” and industry service providers who break down the “how.” Learn from the pros and take your next step toward a successful acquisition with confidence.
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Real Estate Common Sense is a series of conversations with Lisa Spencer who grew up in a real estate family, was a top producing agent and a managing broker with 400 agents for over a decade. What she discovered is: Common sense is not that common, especially when it comes to launching, building or expanding a real estate business. Join Lisa for her helpful insights, and creative ideas for sustaining your business and tune in for her interviews with top agents, lenders, home inspectors, atto ...
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I interview local experts, inspiring entrepreneurs, and thought-leaders in the community of Petaluma, California.
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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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I am your trusted resource for educational content on individual stock analysis. My mission is to help listeners enhance their ability to analyze stocks independently, identify deeply undervalued opportunities, and explore securities that may be overlooked by the broader investing public. _______________________________________________________________________________________________________________________________________________________________________ What the Podcast Offers: On-the-Ground ...
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In the Award-Winning Dishin' Dirt with Gary Pickren, South Carolina Real Estate Commissioner/Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as the NAR Settlement, Clear Cooperation, agent compensation, "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practi ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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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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How to Sell on Amazon FBA with Professional Amazon FBA Sellers
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Understanding real estate needn't be dull or difficult. In this podcast, Matt Lindquist shares insights on diverse real estate subjects, from home buying, property management, commercial investments, and beyond. Every episode is easy to digest and shorter than 15 minutes to accommodate your hectic schedule. Matt Lindquist is a licensed REALTOR® with Century 21 Affiliated in Madison, WI. He has experience in property management, marketing, and investing in real estate. Broker Office Informati ...
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REI Brothers showcases the adventure of two brothers German & Oscar in Multifamily Investing. This is our platform to educate, motivate, and inspire others to take massive action in financial freedom through multifamily investing. If you are a current and/or future real estate investor, then this is the show for you. More specifically for those interested in large multifamily apartments and hotels. We bring you access to expert real estate investors, syndicators, lenders, property managers a ...
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Episode 953: You Just Opened Your Biz in a New City. What Do You Need to Find New Clients?
7:21
7:21
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Confidence. Professionalism. Maturity.
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Ekonomické aktualitky - červen 2025 (Petr Šimčák, Petr Budinský)
38:02
38:02
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Jak se pohnula ekonomika za poslední kvartál? Jaký před sebou máme výhled v rámci úrokových sazeb, potažmo hypoték? Jak nám pokles trhů zahýbal s investicemi? Nejen to, ale tradiční vhled do investičního, ekonomického a lehce politického světa z úst pánů Petra Šimčáka, investičního ředitele Broker Consulting a Petra Budinského, prorektora Vysoké šk…
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HGTV, Small Town Growth, and Big Vision with Ben Argall | LeadingLane Podcast | Ep 79
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In this episode, we sit down with our friend and HGTV-featured broker, Ben Argall, to dive into his creative journey from young artist to real estate developer. We talk about what it's like filming for national TV, how he’s transforming Michigan’s Upper Peninsula, and why he’s so passionate about economic development and community growth. Ben share…
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#916: Building Wealth, Community, and Cash Flow Through Oil & Gas
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Real estate entrepreneur and multi family investor, Ellis Hammond. Ellis began his investing journey while still working full-time as a college pastor. Just nine months after buying his first duplex in San Diego, he partnered in a 144-unit multi family deal in Memphis. Ellis is the founder of Kingdom Capitalists and leads a national investor networ…
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Nazanin Saeidi is co-founder and CEO of Biowerkz. A venture developing 100% biobased mycelium composites as replacement for engineered wood and synthetic insulation material. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Wh…
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Episode 952: Amongst 100 Competitors, How Can a Business Differentiate Itself?
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How many new clients do you need next quarter?
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What Key Characteristics Make an Effective Fundraiser or IR Associate?
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Key Characteristics of Successful Fundraisers and IR Associates In the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟 According to insights shared by industry expert Brian McKelvey, here are the top three characteristics that can set you apart: Persistence: Navigate market fluctuation…
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Raymon Cesar is the founder and CTO of SyncNet. An AI-powered co-browsing and communication platform that allows businesses to support and collaborate with customers in real time, directly within the browser, with no downloads or logins required. If you are interested in following up on this opportunity or learning more about ICAN, please contact m…
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From Chiropractor to $20M Exit: Neal Cobb’s Startup Story
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What do crawfish, Walmart, and 7-Eleven have in common? Neal Cobb. He started as a chiropractor. Then built a delivery startup that scaled to 35 states, raised $20M, and was acquired by 7-Eleven. In this episode, Neal shares how he turned down $10M, powered through COVID, and now buys legacy businesses with big EBITDA and long-term upside. Chapters…
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Episode 951: Business Owner Colleague Reports SHOCKING Experience at Networking Event!
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13:17
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I had just posted the 321 Biz Dev professional networking schedule video starting July 2 on YouTube. Then I sent the video to a business colleague and immediately my colleague called me to give feedback on a recent networking event that was just horrible.
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Episode 950: Free Online Networking for White-Collar Business Owners and Salespeople
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Clarence is probably the only insurance broker willing and able to help small business owners learn how to add new clients. The online networking session is absolutely free.
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Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…
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How Can Event Driven Data Enhance Investor Relations?
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The Critical Role of Event Driven Data in Investor Relations In this insightful discussion with Nick, we dive into the importance of event driven data in the world of investor relations. From IPOs and M&As to bankruptcies and activist engagements, these events significantly shape investor sentiment and market positioning. Learn how monitoring these…
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Nab Mans is co-founder and CEO of Derental. The B2B SaaS Platform for Construction Equipment Rental to support SMBs equipment suppliers. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Why Should I Invest?” podcast is for inf…
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FBF #915: The Insider's Guide to Commercial Real Estate with Drew Wahlgren
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Today's episode is from #782 that originally aired on Aug. 19, 2024. Drew Wahlgren is the VP and director of capital markets for MAG Capital Partners. MAG Capital specializes in sale lease backs, net lease investments, and various development projects throughout the US. Drew has been investing in real estate since 2011, and joined MAG Capital Partn…
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Episode 949: Roddy, County Canvas Rep, Supports San Diego County Businesses
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How many new clients do you need next quarter?
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Episode 948: Yeilyn, County Canvas Rep, Supports Orlando and Miami-Dade Businesses
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Episode 947: Kim Lowe, County Canvas Rep, Helping Metro Cleveland Business Owners
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4:28
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The Best of the Best: 10 Ways Top Advisors Are Growing Their Businesses— A Special Industry Update
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With Jason Diamond & Louis Diamond Overview A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by…
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Dominika Repcikova is the founder and CEO of The Iron Bar. A venture developing functional nutrition solutions to supplement iron in women. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Why Should I Invest?” podcast is for …
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Dishin' Dirt on the Legal Concerns in Using Artificial Intelligence in Real Estate
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Send us a text Whether you know it or not, you are using AI every day in your real estate practice. So today I will examine the increasing role of AI in real estate but also examine the legal and ethical implications that comes with its use. Everyone should be embracing this technology like we did with the internet in the 90s and social media in th…
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The Exit Mindset: When, Why, and How to Plan Your Succession
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Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…
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If you've ever felt a bit adrift in the sea of finances, you're in good company. Whether you're just starting your financial journey or you're still figuring things out as a seasoned professional, managing money isn't a walk in the park. Today we're diving into the often sneaky world of financial red flags that particularly affect those in their tw…
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Navigating Job Turnover and Presenting a Strong Resume This episode addresses the importance of understanding and evaluating recent job turnover. It highlights the need for hiring managers to consider candidates' long-term tenure at past positions and advises candidates on how to explain frequent job changes. The video also underscores the signific…
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Julian Buhlmaier is the founder and CEO of Linity. A STEM learning platform with an AI Co-Pilot. It combines automated content creation, learning feeds tailored to the learn type and the curriculum, real-time chat support and skill tracking. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at …
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MHP #914: The Big Risk in Using a Sellers Repair and Maintenance Numbers When Running Evaluations
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Today's episode is from Mobile Home Park #21 that originally aired on Aug. 8, 2016. Charles and I will discuss mistake number 10 from our popular eBook, “The 21 Biggest Mistakes Investors Make When purchasing their First Mobile Home Park…and how to avoid them.” We have all heard the phrase, “Use the seller’s numbers” time and time again. This works…
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Finding and Sustaining Motivation as a Founder This episode delves into the challenges of maintaining motivation as a startup founder. The discussion emphasizes the importance of choosing a project that aligns with personal beliefs and industry experience. It explores strategies for sustaining motivation through attainable milestones and ensuring f…
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The Spiral of Silence | LeadingLane Podcast | Ep 78
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In this episode, we get real about the stories we tell ourselves and how easily they spiral into misunderstandings and resentment. We talk about the fear of hurting feelings, the weight of unspoken frustrations, and the power of self-awareness. Steven and Ashley share tools—including assessments like Kolbe and even ChatGPT—to help process emotions,…
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Panagiotis Kokmotos & Antonis Politis | Givelink
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Panagiotis Kokmotos & Antonis Politis are co-founders of Givelink. A game-changing donation marketplace bridging the gap between people’s donations and charities’ real needs. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Wh…
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Raphael Giami is the CEO of Panacea-ml. A company developing a trial design SaaS platform to help pharma de-risk & accelerate its clinical development with eXplainable-AI. If you are interested in following up on this opportunity or learning more about ICAN, please contact me at [email protected] *Disclaimer The content presented in the “Why S…
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#913 From Wall Street to Main Street: Jim Pfeifer’s Passive Income Playbook
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Welcome back a returning guest-someone who’s made a huge impact in the passive investing world and continues to be aleading voice in the space, Jim Pfeifer. Jim, co-host of the Passive Pockets Podcast and when we last spoke a little over a year ago, he shared his journey transitioning from an active realestate investor to a full-time passive invest…
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The “Do Something” Series Episode 2- Retirement Nuts and Bolts
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Wouldn’t it be great if there were a way to procrastinate putting things off? To procrastinate the procrastination! Too often, especially when it comes to retirement and financial decisions, folks wait too long to take the first step. And then, it’s often too late to take advantage of what is in your best interest. Even taking a moment to ask for h…
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Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…
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Navigating Big Events Without Breaking The Wallet
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Get ready to join Laura Johnson from Hummingbird Wealth Management as she takes us on an exhilarating journey through the vibrant month of June—a time teeming with weddings, graduations, and family vacations! Are you excited to celebrate love? Laura is thrilled to share her expert insights on navigating the wedding scene! Whether you're a plus-one …
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Understanding Buy Side vs. Sell Side This episode explains the distinction between the buy side and sell side in the financial industry. It covers the roles of investment banks, brokerage firms, and analysts on the sell side, whose goal is to sell stocks. On the buy side, it includes institutional investors like Fidelity, Wellington, and hedge fund…
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Vibe Coding and The Rise of AI Agents with Amjad Masad and Yohei Nakajima
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Amjad Masad (@amasad), founder and CEO of Replit, and Yohei Nakajima (@yoheinakajima), Managing Partner at Untapped Capital, joined Village Global partner Ben Casnocha for a live masterclass with Village Global founders. Takeaways: AI agents are rapidly evolving, with coding and deep research agents showing the most traction today. But general-purp…
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David Scieszka | Vertical Longevity Pharma
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David Scieszka is the founder and CEO of Vertical Longevity Pharma. They've created the first vaccine designed to both prevent and reverse atherosclerosis. Plaques clog arteries, and their vaccine trains the immune system to remove cells driving plaque progression. If you are interested in following up on this opportunity or learning more about ICA…
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FBF #912: The Architectural Success of Cargi Kanver and His Keys to Success in Business
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Cagri Kanver is a managing partner at Watermark investments, a multi-family office LP that invests in various assets across a variety of price brackets nationwide. Their investment strategy revolves around ground-up projects and partnerships with reliable developers, ensuring good income and diversity in their portfolio. To date they have 13 projec…
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Episode 946: Clarence Nappier Insurance Brokerage Serves Two Roles, Episode Sponsored by Georgette Willis, Las Vegas Real Estate Broker
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georgettewillis.com
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#4: Psychofinance - Mozek = největší (ne)přítel investora (Petr Šimčák, Tomáš Vašák)
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Jak myslíte, že se umí váš mozek poprat s výkyvem investičních trhů, když máte zainvestováno? Ačkoliv většina z nás zná všechna ta zlatá pravidla investování, když padne kosa na kámen, náš mozek automaticky spouští poplašný systém. Jedna věc je teorie, druhá praxe. Jak s tímto pracovat a jak se vyhnout zmatečným prodejům a nákupům? O tom již počtvr…
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Episode 945: Long-Term Care Insurance Alternatives, Sponsored By Sasser Virtual Bookkeeping Advisors
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There are now long-term care services for the rest of us. Please visit this episode's sponsor at: www.sasservba.com
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Key Learning Experiences for an IR Professional
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Navigating Investor Relations: Key Learning Experiences In this episode, we explore the crucial learning experiences of an Investor Relations (IR) professional working with mid to large-cap companies. The discussion delves into the importance of understanding financial statements, communicating effectively with different investors, and the necessit…
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Charles "Chuck" Frank | President & Restaurateur, CAF Restaurant Services, Inc. | Ep#40🎙The Restaurant Dealmaker Show🎙
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Ep#40🎙The Restaurant Dealmaker Show🎙 Charles "Chuck" Frank President & Restaurateur CAF Restaurant Services, Inc. Prego. Chianti. MacArthur Park. Tutto Mare. Il Fornaio. Johnny Rockets. What do all of these California restaurants have in common? One man: Charles “Chuck” Frank. What do all of these California restaurants have in common? One man: Cha…
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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
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With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg Overview The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key e…
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Dishin' Dirt on You Should be Using the SCR Form 610 Every Transaction and "Pig Butchering"!
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Send us a text The 'Pig Butchering' real estate scams to the Form 610, this podcast has it all. Today I educate you about the new real estate scam targeting agents as well as discuss why you should use a Form 610 on every transaction. And as a bonus, I will discuss if we are turning into a buyer's market and what they could mean for your business t…
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