The team from Tech Advisor run through what you need to know to stay safe online, from VPNs and anti-virus to how to keep your personal data locked down.
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Tech Advisor Podcasts
Futureland365 is a vibrant, 60-minute weekly podcast show produced in partnership with WOVU 95.9FM, amplifying Cleveland’s dynamic tech, business, and creative ecosystem. With a focus on inclusivity, innovation, and community-driven progress, the show brings together voices from businesses, educators, government, and individuals to explore how Northeast Ohio is shaping the future. Highlighting national and global trends alongside local stories, the show celebrates Cleveland’s trailblazing te ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Step inside the diverse and fascinating worlds of cybersecurity professionals around the globe and hear their personal stories in their own words.
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The Apple advisor aims to keep you informed about your Apple product this includes tips and tricks to make your device easier to use and other hidden features
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Ready to become the luckiest person you know? Disease-free, madly in love, aging backward, and financially blessed? Then Reena's THE BLISS LIFE podcast is perfect for you as you'll learn how to create your perfect life by raising your VIBE. A Harvard MBA, founder of 5 tech startups, investor, advisor and board member, Reena is now on a mission to help you choose BLISS. A Harvard MBA, tech founder, investor, and philanthropist, Reena faced colon cancer at 35 years and a bigger crisis at 45 ye ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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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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“The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is a content series designed specifically for point of sale resellers and software developers.
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This is Founder Real Talk, where we get real about the challenges that founders and startup executives face, and how they've grown from tough experiences. Hosted by Managing Partner Glenn Solomon.
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Channel Futures is a leading source of analysis, commentary, research, market insight, information and news in the technology and telecommunications space. The Coffee with Craig and James podcast, among others, feature interviews with big names in the indirect sales channel, along with a unique brand of humor thrown in.
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Your guide to discover what’s next! We help business owners create a roadmap for what’s next while navigating the challenges of growing your business or planning for an exit.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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Fast Charge is a weekly show from the Tech Advisor team on all things phones (and sometimes other stuff too). Dom, Toddy, and the rest of the team will be here every week to run through the latest news and rumours for all things Android and iPhone, along with reviews, rants, and more.
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The Ingram Micro Advisor podcast features real conversations about technology with in-depth, educational content for VARs and MSPs looking to expand their practices, improve ROI and stay informed.
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The Ground Breaking Podcast, brought to you by the Global Ag Tech Initiative and Meister Media Worldwide, brings forth voices from across the agriculture technology space to discuss trends, best practices and innovative ideas driving the industry forward in a rapidly changing world. Hosted by Heather Tunstall, Co-Chair of the Global Ag Tech Initiative and Corporate Content Director of Meister Media Worldwide, the podcast is released monthly. Learn more at globalagtechinitiative.com.
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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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The original data podcast. The Hub and Spoken podcast is a series of fascinating discussions with today's top data and business leaders from across the business world. The conversations explore how to add most value to organisations through the use of data and analytics, and how best to organise yourself to achieve that value. It talks about how to define and deliver data strategy, and the best way to return business value.
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Financial and retirement guidance from Leo Irizarri, financial advisor with Wealth Transfer Consultants in Tampa Bay, FL.
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Diary of an Insurtech is your inside look at the world of insurance technology, brought to you by the team at Rival where innovation meets industry expertise. Hosted by Ellen Quinn, Stephanie Plangger, and Ashley Clouthier, we dive into the innovations and challenges shaping insurtech today. Smart conversations, real insights, and maybe a few laughs along the way!
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners
Rita M. Perez
Each week I share, along with featured guests, tangible and practical business strategies for travel entrepreneurs. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents, travel advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel creators, travel business owners, travel agenc ...
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The GDPR Guy - the podcast dedicated to all things privacy, hosted by Carl Gottlieb - the trusted privacy advisor to leading tech companies, helping them gain maximum advantage through the right privacy strategy. Each episode Carl will be providing information, insights and inspiration to help you on your privacy journey. You’ll find show notes and useful resources on the website, https://CarlGottlieb.com, as well as details for getting in touch with Carl directly.
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A bite-sized tech podcast for busy developers where we’ll briefly cover technical topics, new snippets, and more in short time blocks. Your host, Jennifer Reif, is an avid developer and problem-solver with special interest in data, learning, and all things technology.
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Hosted by Tier4 Advisors' Founder & Chairman Jake Sherrill, The Download podcast features trending technology news, insights, and thought leadership from some of the best and brightest technology leaders. In addition to tech, be prepared for the occasional sports & movie reference as well. Tune in to stay up-to-date on the latest Data Center, Telecom, Managed Services, Cybersecurity, and Emerging Technology trends to assist your business with digital transformation - let's Tech about it!
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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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Tired of the same old leadership advice? Step into a new era of leadership with the A World of Difference podcast. Hosted by Silicon Valley tech executive, global leadership expert, and advisor to Silicon Valley CEOs, Lori Adams-Brown, this podcast is for leaders who want more than just surface-level strategies—they want to lead with authenticity, purpose, and impact. Each episode features real stories and hard-won lessons from authentic leaders across industries who have faced challenges, e ...
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Thoughts and interviews from the financial advice industry!
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What does it take to succeed at the highest level in the world of financial advice? Let’s find out… High Performance Financial Advisor is the podcast for people working in financial advice in the US who want to find their next million dollar producer - or become one themselves. I’m your host, Tony Bates, and in each episode we’ll uncover the strategies and success stories that matter - from how million-dollar producers got to where they are today, how to grow your book sustainably, the best ...
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Exploring the intersections of accounting, technology and modern practice methodologies. Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights that offer you a competitive edge. De ...
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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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Black Tech Green Money presents the stories of successful Black entrepreneurs and technologists, as well as actionable advice and wealth-building strategies from a Black perspective. Hosted by Will Lucas (@willlucas), an entrepreneur, content creator, and Brand Manager at AfroTech, the world's largest Black tech digital platform and conference, Black Tech Green Money is THE podcast for Black entrepreneurs and moguls in the making.
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How can your company capitalize on IoT today? Tune in every other Wednesday to learn how to navigate the IoT ecosystem and identify proven solutions that will have an effect on your bottom line. Go from proof-of-concept to enterprise-wide deployment and monetize the Connect World.
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Welcome to Jason's Industry Insights - your go-to podcast for crisp, 30-minute conversations with the fascinating folks shaping today's tech landscape. With a focus on broadband, telco, space communications and AI, we're talking to a diverse mix of professionals who impact these fields in big and small ways.
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Today we welcome special guest Siara (pronounced Sai-ra) Nazir, who is Head of Digital Marketing at Autodesk - a company we are all familiar with because of products like Autocad (that is just one of the hundreds of its brands of course)…Siara herself has been a marketer for close to two decades, and has done it all, from above the line to below the line and now digital marketing. We’re excited to be speaking with a practitioner to get a different perspective on martech and the challenges th ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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“Growth” has inundated the tech scene, but for many of us, it’s really just a phrase (and few can actually explain what it means). Drift’s Senior Product Lead, Matt Bilotti, is tired of just nodding and smiling at the term. So every other Wednesday, he meets with other growth experts for 30 minutes to learn how they drive revenue through all sorts of growth strategies, tactics, and channels. Tune in for insights from companies like Shopify, Disney+, and Github.
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A podcast about Hip Hop culture, current events and the weekly lives of hosts John Morrison and Josh Indi Leidy
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Technology is reshaping our cities—often without permission and sometimes without a clue. Hosted by urban innovation expert Molly Turner and startup advisor Jim Kapsis, Technopolis asks the questions nobody is asking about what needs to change for tech to help solve more problems than it creates.
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MARKETING DEEP DIVES by DENYSE is a Podcast for CPG Executives wanting to attract, delight and retain more consumers. In each episode Denyse shares her tips, tools and ideas gathered from her more than 30 years experience working in over 125 countries around the globe. Denyse is: 📈 Advisor to Fortune 100-Inc 5000 | 🚀 Strategist for mid-sized CPGs | 👨💼👩💼Leadership Coach | 🎤 Keynote Speaker | 📚 #1 Best-Selling Author | 🌍 Former Global Head of Consumer Excellence at Nestlé
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The Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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Heartbeat: Tactical Insights for CIOs is your essential guide to mastering enterprise technology leadership. In every episode, we engage in candid, thought-provoking conversations with top CIOs and IT visionaries, uncovering the strategies, challenges, and game-changing innovations driving digital transformation today. From harnessing AI and cloud technologies to orchestrating large-scale organizational change, Heartbeat cuts through the noise to deliver real-world insights that shape the fu ...
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A question and answer podcast. Tools, tips, and resources to help you live your best financial life possible. Hosted by New York Times bestselling author, fin-tech founder, and a former top financial advisor, Tom Anderson.
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Tribe of Mentors is a short-form podcast series from Tim Ferriss, one of Fast Company’s “Most Innovative Business People” and an early-stage tech investor/advisor in Uber, Facebook, Twitter, Shopify, Duolingo, Alibaba, and 50+ other companies. The show highlights short life advice from the best in the world. The Observer and other media have named him “the Oprah of audio” due to the influence of his podcast, The Tim Ferriss Show, which has exceeded 500 million downloads and been selected for ...
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The Texas VC Podcast hosted by @texasvc interviewing the leaders of the Texas entrepreneurial community.
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Between Meetings is a series of on-the-go interviews featuring industry leaders, entrepreneurs, and corporate innovators. In these interviews, we delve into the latest trends and developments in innovation, technology, and entrepreneurship, catching our guests between meetings in a car ride across town. Along the way, they share inspiring stories, personal experiences, industry insights, and practical advice on how to scale your way to success. Each interview is packed with valuable informat ...
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Ep50: GraphRAG with Advisors + Spring AI Concepts
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9:50It's the 50th episode of Breaktime Tech Talks! And to celebrate, I launched a podcast feedback form for you, my listeners. In this 50th episode, follow my latest explorations into Spring AI and GraphRAG. I delve into my attempts to streamline the manual GraphRAG process using Spring AI advisors and tools, sharing the challenges I'm facing, specific…
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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
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51:25With 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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Nima Najand, Sr. Director of Innovation Hubs at Innovate Calgary. The Hub Builder
20:41
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20:41In between meetings, Nima Najand, reflected on Calgary’s fast-changing innovation landscape. From starting as a volunteer intern after a PhD in medical genetics to launching the Life Sciences and Aerospace Innovation Hubs, Nima’s journey mirrors the ecosystem’s growth. He highlighted stronger early-stage support, a persistent gap in scaling capital…
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Edward Fishman: Weaponizing Finance and What It Means for Portfolios
45:28
45:28
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45:28The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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America First Antitrust w/ Assistant Attorney General for Antitrust Gail Slater
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56:37Gail Slater is the Assistant Attorney General for Antitrust at the Department of Justice (DOJ). She was nominated in December of last year and confirmed by the Senate in March on a bipartisan 78-19 vote. She inherited some major antitrust cases brought by prior administrations—including against Google, Apple, Visa, and LiveNation. And in her short …
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How Financial Advisors Can Scale Through CPA Partnerships ft. Andree Mohr
43:56
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43:56In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art of aligning tax professionals an…
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Jackie Aina & Denis Asamoah of FORVR MOOD on Turning Social Clout into Real Capital with Lifestyle Products
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39:56Ep. 224 Jackie Aina & Denis Asamoah are both life partners and co-Founders of FORVR MOOD, which offers self-care products including candles, fragrances, apparel & accessories.. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Green Money: @blacktechgreenmoney, @btgmpodcast Learn more at AfroTech.com Learn more about your ad-choices at h…
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#704: Delivering personalization at scale with Yaniv Navot, Mastercard
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32:05With all the data at our fingertips, why do so many companies still struggle to deliver truly personalized experiences at scale? Agility requires being able to cut through the noise of data and culture shifts to deliver experiences that truly resonate with each individual. Today we’re going to talk about personalization maturity, the role of machin…
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MK Palmore: Lead from where you stand. [CISO]
9:10
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9:10Please enjoy this encore of Career Notes. Director of Google Cloud's Office of the CISO, MK Palmore, dedicated much of his life to public service and now brings his experience working for the greater good to the private sector. A graduate of the US Naval Academy, including the Naval Academy Prep School that he calls the most impactful educational e…
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Futureland365 Ep:21 "From Hustle to Harmony" with Sir Evans
1:05:03
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1:05:03In this episode, hosts Nikki B sit down with Sir Evans, coach, author, speaker, and founder of Quality SIRvice, for a powerful conversation on moving beyond hustle culture into a life of clarity, conscious leadership, and purpose. Sir Evans shares his personal shift from survival mode to intentional living, the mindset breakthroughs that changed ev…
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RSPA Trusted Advisor Ep. 139: Leadership Trait – Justice
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13:25In Episode 139 of “The Trusted Advisor,” RSPA CEO Jim Roddy shares insights on the important leadership trait of justice. Justice: Don’t advantage yourself, your family or friends at the expense of others. Seek first to understand before seeking to be understood. See the other person’s viewpoint. “The Trusted Advisor,” powered by the Retail Solutio…
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Ep 210 How to Sell More Trips to Switzerland with Grace Camoglu (1/4)
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41:33Send Rita a text with your thoughts! Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Welcome to the first episode of this year's Summer Selling Series! Looking to sell more Switzerland but feeling intimidated by this gorgeous Alpine destination? I'm chatting with Grace, an American e…
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#703: How AI and Deep Learning is affecting advertising with Jaysen Gillespie, RTB House
28:36
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28:36Are we on the brink of advertising becoming too smart for its own good, or is Deep Learning finally getting us closer to what customers actually want? Agility requires us to constantly evaluate how technology like AI reshapes the relationships between brands and consumers—sometimes for better, sometimes for far more complex. The advertising landsca…
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Coffee with Craig and James Episode 153: Malwarebyte's Brian Kane
1:02:56
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1:02:56Most channel partners at this point have weaved some sort of cybersecurity offering into their portfolios. We caught up with Brian Kane, senior director, MSP and channel, Malwarebytes, to talk about threats to SMBs, AI horror stories, the role of regulatory compliance in today's channel, and more.By Channel Futures
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How CPG Leaders Stay Ahead When Consumers Innovate Faster Than Brands
11:23
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11:23This week's blog post "How CPG Leaders Stay Ahead When Consumers Innovate Faster Than Brands" suggests that consumer packaged goods (CPG) companies urgently adapt to the accelerating pace of consumer-driven innovation, which often outstrips traditional brand development cycles. It highlights how platforms like TikTok foster viral trends and "dupe" …
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The Seamless Path to Independence: A Billion-Dollar RIA’s Evolution
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52:03With Tony Parr, Founding Partner of The Parr McKnight Wealth Management Group Overview Tony Parr shares the journey of Parr McKnight Wealth Management Group, a team that built their practice at Wells Fargo Private Client Group and leveraged the firm’s independent channels to achieve a “frictionless” launch of their RIA. Listen in… > Download a tran…
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Redefining Advisor Growth: Dan Zitting on Eliminating Friction and Building Client Confidence
55:44
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55:44Join Mike Langford in this eye-opening episode of the Modern Financial Advisor Podcast as he chats with Dan Zitting, CEO of Nitrogen Wealth, formerly Riskalyze. They discuss the evolving landscape of financial advising, emphasizing the importance of a strong digital presence, the role of AI in enhancing advisor-client interactions, and actionable s…
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Building a business-led, AI-driven transformation at AXA
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34:22In this episode of Hub & Spoken, Jason Foster talks to Cali Wood, Head of Data and AI Strategy & Culture at AXA UK and Ireland. Cali shares how AXA is shaping its data and AI transformation through a clear strategic framework built on creation of value, connection of data and tooling, and culture to accelerate value. From embedding human-centred de…
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#702: What it takes to keep customers loyal with Anna Convery, Verint
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30:52Does your brand deliver answers faster than your customer can send a text message? Agility in CX is about answering customers before they finish the thought. If you can’t evolve at that pace, you’re already behind. Today we’re going to talk about what Verint’s brand‑new 2025 State of Customer Experience report tells us about loyalty, automation, an…
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To begin the week, Celonis announced the launch of the Genpact Transportation Costs and Performance app. In other news, the new cloud edition of SAP Customer Checkout provides customers a seamless, efficient, and scalable point-of-sale (POS) solution for the future. Then, Unit4 announced the availability of Unit4 ERPx in the Microsoft Azure Marketp…
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A Post-Mortem on a Moratorium w/James Wallner and Luke Hogg
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1:09:11The One Big Beautiful Bill is now President Trump's signature legislative achievement, including sweeping changes to taxes, immigration, and spending priorities. But buried in the budget reconciliation process, an AI regulation fight became one of the most contentious debates in the entire package. Senator Ted Cruz championed a 10-year moratorium o…
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Episode #14 - Beyond the Surface: The New Data Science of Infrastructure. Denise Squarzolo, Director of Electrical Engineering Services Planview Utility Services Ltd.
36:24
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36:24What if you could see through the earth and scan entire cities without lifting a shovel? In this episode, I speak with Denise Squarzolo, Director of Electrical Engineering Services at Planview Utility Services, to reveal the high-tech future of infrastructure planning. From LIDAR scans and AI-assisted pole surveys to digital twins that render the i…
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AI and the Future of Advisor Growth with Will Steiner & Dasarte Yarnway
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33:34In this special host-only episode of The Advisor Journey, Will Steiner and Dasarte Yarnway discuss how advisors can effectively integrate AI into their businesses to drive growth and efficiency. They break down practical strategies for using AI to enhance marketing, streamline operations, and improve client experiences. Plus, they cover essential t…
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Becoming a Trauma-Informed, Cross-Culturally Fluent Leader in Times of Crisis with Lori Adams-Brown
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20:33Unexpectedly, trauma-informed leadership skills are not just for disaster relief workers, they're crucial for leaders in any workplace. Dive into this podcast to uncover the surprising stories from a world-renowned trauma therapist who translated pain into understanding and despair into dignity. Hear how trauma manifests in the body and why creatin…
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#701: No-Code as a Strategic Weapon, with Aytekin Tank, Jotform
25:29
25:29
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25:29If your team spends half its days searching for documents and filling out spreadsheets you built years ago, how long will it be before your competitors automate you out of business? Agility requires turning busywork into bandwidth so people can collaborate and think strategically instead of shuffling pixels. Today we’re exploring how no-code platfo…
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“Liftoff” rounds, data moats, and trust barriers: How AI is rewriting the venture capital rules with Pascal Unger
45:25
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45:25What if venture capital is finally getting the reset it desperately needed? And what does that mean for the qualities and skills required for future founders, startup leaders, and even investors? In this episode of Poets & Thinkers, we explore the future of venture capital and startup building with Pascal Unger, managing partner at pre-seed VC firm…
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Client Collaboration: Accessing QuickBooks Client Data
57:41
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57:41Mathew and Dan will be discuss that variety of ways to work with clients QuickBooks files in Online and Desktop. We will be joined by our friends at Qbox to take a closer look at how this option works. Learn About Qbox - https://snip.ly/SOBQBox QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and Quic…
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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
41:48
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41:48The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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How to Build a More Efficient, Scalable RIA | Steve Tenney, CEO of Grandview and Company
35:31
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35:31In this episode, we sit down with Steve Tenney, CEO of Grandview and Company, to explore his remarkable journey from Morgan Stanley Asset Management to launching his own RIA and ultimately coaching firm owners. Steve shares lessons from four decades in the industry, including how to standardize processes, delegate wisely, and unlock sustainable gro…
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The Secrets Of A High Performing Financial Advisor with Jason Greenfield
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44:00What does it take to achieve at the highest level as a financial advisor? Let’s find out. In this first episode of High Performance Financial Advisor, we’re joined by Jason Greenfield - Managing Partner at Crescent Harbor Private Wealth. Jason spent several years with with Merrill Lynch before deciding to set up his own venture. Jason has a wealth …
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Jordyn Weaver of Forefront Connects Black Brands with Influencers
32:23
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32:23Ep. 223 Jordyn Weaver is the founder of Forefront, an Atlanta-based start-up, that’s on a mission to bring Black brands to the Forefront by connecting them with influencers who promote their products to millions on social media. She’s also a 2024 Black Ambition HBCU Grand Prize winner. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Gr…
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Kara Goodwin's recent book How to Awaken Authentically is a guide for the soul awakening and this interview is a fun and insightful conversation on all topics realated to having a spiritual life. We talk about everything from what it means to awaken, meditation, choosing a new reality, bliss amidst chaos and the dark energies. Tune in if you are re…
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#700: Winning and retaining the distracted consumer with Kelsey Chickering, Forrester
22:13
22:13
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22:13If your brand can’t hold a consumer’s focus for eight seconds, what makes you think you deserve nine? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility isn’t speed for speed’s sake; it’s the discipline of staying useful while everythi…
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Swati Shekhar: Challenges increase your risk appetite. [Engineering]
11:04
11:04
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11:04Please enjoy this encore of Career Notes. Ground Labs' Head of Engineering, Swati Shekhar, shares her circuitous route from and back to engineering. Always being interested in leveraging the tools available to solve problems, Swati talks about how she found her place in engineering. She mentions how she had her first real experience with a computer…
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Futureland365 Ep:20 "Letting Art Breathe" with Angelique Williams
49:59
49:59
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49:59In this episode of the Futureland365 Podcast, hosts Just Joseph and Nikki B sit down with Angelique Williams, the visionary behind Let Art Breathe and Monetize Your Talent. Angelique shares how she uses art as a powerful tool for healing, justice, and youth development, drawing from her work in schools, juvenile courts, and communities across Cleve…
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Ep51: Exploring AI Agents + Agentic GraphRAG in Java
8:39
8:39
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8:39In this episode, I delve into the world of agents, discussing my experience with Spring AI tool calling. I share my approach to vector search and graph retrieval tools, address JSON deserialization, and avoid manual boilerplate - the code of which is all available in a Github repository branch. Plus, 1.0 updates to the main branch of the repository…
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Ep 209 How to Build Your Travel Business Sales Funnel
44:55
44:55
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44:55Send Rita a text with your thoughts! Get access to over 2000 cruise video clips: https://programs.steeryourmarketing.com/products/courses/view/1166776 Get the Lead Generation Calculator: https://strategictravelentrepreneurpodcast.com/calculator After taking some unexpected time off for health reasons, I'm back and ready to help you stop throwing sp…
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#699: Being real about synthetic personas with Narek Vandanyan, Prelaunch
24:29
24:29
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24:29Marketers spend a fortune trying to understand their audience, conducting surveys, focus groups, and market research—but what if they could just ask their ideal customer directly? With synthetic personas, that’s now possible. But how reliable are they? And how far can we really take this technology? Joining me today is Narek Vardanyan, CEO of Prela…
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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
18:13
18:13
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18:13The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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🚀 From EdTech to FinTech: Miquel Palet’s Journey with Get Invoice
19:45
19:45
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19:45Today I’m speaking with Miquel Palet, Founder of GetInvoice Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combi…
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Coffee with Craig and James Episode 152: Salesforce's Brian Landsman
53:04
53:04
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53:04Just promoted to executive director of Salesforce AppExchange, the online marketplace, Brian Landsman joins Craig and James to talk about the various partner opportunities with the CRM giant.We get the latest on Agentforce, how Salesforce navigates its hyperscaler relationships and why it significantly values it partnerships with CX vendors.…
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The week began with IFS’s acquisition of TheLoops, a cutting-edge innovator in autonomous AI agent technology. In other news, Deltek announced new AI-driven capabilities within GovWin IQ that represent the beginning of a bold, multi-phase initiative to redefine how government contractors identify, bid on, and win new opportunities. Finally, to end …
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Accelerating Digital Transformation with Ian Gotts | Change Intelligence & Smarter Salesforce Management
50:58
50:58
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50:58How can CIOs turn their Salesforce orgs from chaotic to catalytic? In this episode of The Heartbeat Podcast, host Mike Sommer talks with Ian Gotts, founder of Elements.Cloud, to unpack what it means to implement “change intelligence” in Salesforce environments. Ian reveals the hidden drivers of Salesforce inefficiency—fragmented data, overbuilt sys…
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The Techno-Industrial Policy Playbook: Part II w/Austin Bishop and Julius Krein
56:58
56:58
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56:58Last week on the Dynamist, we spoke with several of the architects behind the Techno-Industrial Policy Playbook (TIPP). Part I covered key questions over regulation, trade policy, workforce development, investing in frontier science and technology, and how manufacturing can safeguard national security. In Part II, we dive into one of the pillars of…
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Building Confidence and Resilience from the Inside Out with Stephanie Simpson
58:50
58:50
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58:50Uncover the unexpected! Dive into a conversation that redefines leadership and human connection, challenging the way we view stress and emotional intelligence. Join us as we unravel the surprising truth about building confidence and embracing the power of mind, body, and spirit. Get ready to be seen, energized, and inspired in ways you never imagin…
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#698: Staying customer-centric in the race to adopt agentic AI with Stephanie Liu, Forrester
23:30
23:30
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23:30We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. If your AI roadmap doesn’t include your customer, is it really a roadmap—or just a bridge to nowhere? Agility requires remembering who pays the bills: the customer. When shiny new tech shows u…
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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
31:28
31:28
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31:28A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Transforming Client Connections with Nick Davies
40:22
40:22
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40:22This week, David is joined by Nick Davies, a coach aiming to serve 100,000 advisors in three years. They discuss the importance of masterminds for advisors, emphasizing the need for a relationship-centric approach. Nick shares his journey from banking to coaching, highlighting the significance of people and relationships. They explore the structure…
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Isaac Hayes III of Fanbase on Where Social Media is Going
36:17
36:17
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36:17Ep. 222 Isaac Hayes III is Founder and CEO at Fanbase. Follow Will Lucas on Instagram: @willlucas Follow Black Tech Green Money: @blacktechgreenmoney, @btgmpodcast Learn more at AfroTech.com Learn more about your ad-choices at https://www.iheartpodcastnetwork.com See omnystudio.com/listener for privacy information.…
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#697: Building the total experience for customers with AJ Joplin, Forrester
24:10
24:10
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24:10Does your AI-based interface talk to customers the way a real person would or is it tech for tech’s sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and m…
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