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
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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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 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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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 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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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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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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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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“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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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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If you are an Automotive Mechanic or in the industry this is the show for you! The #1 automotive mechanic podcast! We talk about the good and the bad. Flat rate is broken. We’re done staying quiet. The Flat Rate Tech Podcast is the raw, unfiltered voice of real dealership and independent shop technicians. Hosted by a working flat rate tech and the author of Flat Rate Life—the book that exposes what it’s really like to survive in this trade—this podcast pulls back the curtain on the automotiv ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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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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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 Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
The Agile Brand
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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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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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Thoughts and interviews from the financial advice industry!
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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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College Baseball Advisors Podcast is hosted by noted Division I baseball coach Wayne Mazzoni, also known as Coach Mazz, as he delves deep into how to develop a five-tool player. The podcast is presented by ProBatter Sports, for more than 20 years, the industry leader in the design and manufacturing of technologically advanced pitching machines used for baseball, softball and cricket training. ProBatter’s training systems have revolutionized the way hitters train at the highest levels of comp ...
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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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Adam Fishman (author of a top business newsletter on Substack with 11K+ subscribers) interviews executives, entrepreneurs, and company leaders in technology companies who are also fathers. They discuss the tough aspects of work, parenting, family, the mistakes made and lessons learned along the way. All episodes at www.startupdadpod.com.
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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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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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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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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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Market researchers have the coolest backstories. Hear them here!
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Welcome to Channel Security Secrets. Join host, Lou Rabon, each week to expose the untold secrets and critical insights from the minds shaping the future of cybersecurity sales in the trusted advisor channel. Channel Security Secrets is brought to you by Cyber Defense Group, on a mission to shift cybersecurity from reactive to resilient.
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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
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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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This show explores the people, companies, and ideas shaping the future of the agriculture industry. Every week, Tim Hammerich talks to the farmers, founders, innovators and investors to share stories of agtech, sustainability, resiliency and the future of food. We believe innovation is an important part of the future of agriculture, and real change comes from collaboration between scientists, entrepreneurs and farmers. Lead with optimism, but also bring data! For more details on the guests f ...
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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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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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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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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Beyond the Blue Badge - by the Microsoft Alumni Network Microsoft Stories that Inform and Inspire This podcast features alumni who are leaders in business, careers and philanthropy as they talk about lessons learned, overcoming obstacles, finding their bliss and thriving post-Microsoft.
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Welcome to CyberSafeSeniors, where Technology meets Passion!
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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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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Welcome to the Organic Advisor Call Series — quick-hit conversations on the hottest topics in organic field crops. Whether you're tuning in from your desk, truck, or tractor, you'll spend one hour each episode learning about emerging issues from expert farmers and industry leaders. This season’s episodes cover everything from market outlooks and weed control in soybeans to cutting-edge tech like drones and robots — and a whole lot in between.
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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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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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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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This Podcast provides valuable insight into the exciting world warehouse automation, with a special focus on robotics of all kinds. Learn the latest automation news and trends, listen to interviews with industry experts, and gain insight that will help you navigate the warehouse automation landscape.
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Welcome to The Gear Box Podcast—the ultimate pit stop for those looking to break into the auto repair business, grow their shop, and navigate the daily grind of the industry. Thinking about opening a shop? Struggling to increase profitability? Wondering what it really takes to thrive in a competitive market? We tackle the tough questions, break down real-world challenges, and share insider tips from industry experts, seasoned shop owners, and those turning wrenches every day. From leadership ...
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Inter-Dev Digital Marketing Podcast, Hosted by CEO Aia Laser
Inter-Dev B2B Digital Marketing Agency
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The podcast is proudly brought to you by Inter-Dev, an international B2B digital marketing agency. The podcast is hosted by Aia Laser, a seasoned tech advisor with a strong track record and an innovative approach, dedicated to helping businesses navigate the digital landscape. We'll bring you insightful discussions, expert advice, and the latest trends in the industry.
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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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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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James Wolff: A Conversation With The Tech-Obsessed Attorney
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Send us a text Before AI, commercial space exploration, or 3D printing became mainstream, James Wolff was already deep in the weeds - founding startups in college and chasing cutting-edge ideas long before they hit the headlines. In this episode, James shares how his lifelong passion for technology continues to shape the way he practices law, advis…
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[Tech-Enabled Advisor Series] The Business of Helping Farmers Spend Less
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Sentera: https://sentera.com/ Chandler Coop: https://www.chandlercoop.com/ Today’s episode is another installment in our Tech-Enabled Advisor series. The idea here is to better understand agtech through the lens of the BUYER and USER of that technology rather than just the entrepreneurs or investors behind it. I’ve received some super positive feed…
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Game Plan from College Baseball Advisors: John Szefc, Head Baseball Coach at Virginia Tech
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Join Coach Mazz, Wayne Mazzoni, on the latest episode of the Game Plan from College Baseball Advisors podcast as he welcomes John Szefc, Head Baseball Coach at Virginia Tech. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy CoachCast Network
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Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…
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Financial Self Care For Business Owners - Nick Annan, CPA - Ep. 60
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In this episode, we speak with Nick Annan, CPA with Elliot Davis. With nearly 17 years of public accounting experience, Nick spends his days very similar to us – serving as controller and CFO advisor to real estate, professional services firms and not-for-profit clients. We always love the chance to talk business and money with Nick. John and Nick …
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#725: Consumer confidence...and caution...with Eric Miao, Attentive
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Are brands prepared for a consumer base that's simultaneously more confident and more cautious? Agility requires not just reacting to current consumer behavior but anticipating the shifts to come. It also requires a deep understanding of the nuances within different consumer segments, particularly as generational behaviors diverge. Today, we're goi…
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Practice, Progress, and People: Redefining Leadership in the Shop
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In this episode, Jimmy Purdy sits down with leadership coach Josh Parnell of Limitless Leadership to unpack what it really takes to grow as a leader—both in the shop and in life. From mastering communication and the power of one-on-ones, to balancing recognition with accountability, Josh shares practical strategies that drive team engagement, impro…
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The Hidden Fuel Behind Explosive Practice Growth
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In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm’s AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driv…
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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
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With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
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Mastering the Fundamentals - Stephen Semmelroth - Channel Security Secrets - Episode #5
56:24
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Take your cybersecurity knowledge to the next level with expert insights on how trusted advisors can confidently navigate security conversations and build lasting client relationships. In this episode of Channel Security Secrets, I sit down with Stephen Semmelroth, Vice President of Cloud Resilience at Avant Communications. Stephen breaks down the …
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Why Having Children Inevitably Ends in Heartache | James Currier (Dad of 4, NFX)
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James Currier is a serial entrepreneur, founding partner at NFX, and a father of 4 boys. Known for his sharp insights into human behavior and startup dynamics, James brings that same clarity and intention to his parenting. He’s not just raising kids, he’s cultivating creators, adventurers, and independent thinkers. In this episode, James shares how…
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Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…
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The ERP Minute Episode 201 - August 26th, 2025
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Workday began the week with its financial results for the fiscal 2026 second quarter ended July 31, 2025. Workday also announced it has entered into a definitive agreement to acquire Paradox. To round out the week with more HR-related news, Sage announced the launch of Workforce Intelligence, designed to give HR leaders deeper visibility. Connect w…
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Trust Is the New Currency: Torie Happe on Tax Planning That Wins Clients
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Torie Happe, Head of Partnerships at Holistiplan, joins The Advisor Journey to discuss how tax planning has become a cornerstone of modern wealth management and why advisors leveraging tools like Holistiplan stand out in today’s competitive landscape. In this engaging episode, Torie shares Holistiplan’s journey from a grassroots solution with just …
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Dr. Holly Berkley Fletcher From Kenya to Washington DC: Lessons from Missionary Kids on History, Identity, and Evangelical America
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Ever wondered how growing up between worlds can actually make you see your own culture more clearly? This conversation with Dr. Holly Berkley Fletcher flips the script on what it means to be a missionary kid—not just as someone with wild stories or an identity crisis, but as a kind of secret decoder for understanding white evangelicalism’s grip on …
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#724: Social commerce and the customer journey with Janna Navarro, Wpromote
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Are most brands still designing customer journeys, or are they just trying to keep up with where their customers are leading them? Agility requires a willingness to meet your customers where they are—not just where you wish they’d convert. In an era where the consumer journey can begin and end on a social platform or anywhere in between, brands mus…
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RSPA Trusted Advisor Ep. 141: Leadership Communication Keys with COCARD’s Dan Brattland
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In Episode 141 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with COCARD’s Dan Brattland to discuss leadership communication best practices. Among the topics discussed are how to teach effective communication throughout your organization, how to establish credibility, the importance of preparing and asking questions, and why you should kee…
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Rob Townsend: The $10M Advisor Who Thinks You’re Investing All Wrong
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Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-report Rob Townsend says you’re wrong about financial advisors… mostly. And he’s built an 8-figure firm to prove it. Here’s what we talk about: Why $3M liquid is Rob’s version of “f*** you money” How he went from $0 to 8 figures …
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How the Right Technology Platform Can Help Your Business Scale - The ERP Advisor Podcast Episode 122
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If you considering an ERP change, you have probably heard the buzz around selecting a technology platform. But what exactly does that mean? And what should you be looking for? The right solution will help position your business for future success. On this episode of The ERP Advisor, Shawn Windle, EAG’s founder and ERP expert, discusses why it is mo…
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AI, Automation, and the Next Generation of CRM Solutions
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Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…
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Get The BOOK HERE! Flat Rate Life https://www.amazon.com/dp/B0FK654G57 Today's guest is a Ford Tech, we talk about all kinds of stuff. Support the show Follow the Facebook page Follow the instagram page-- Flatratetech_podcast Check out the website Flatratetechpodcast.weebly.com [email protected] Don't Forget To Rate And Review! Thanks F…
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#723: Building loyalty across different generations of travelers with Jeff Zotara, arrivia
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If you had to pick one of the biggest challenges facing CMOs today, how high on your list would customer loyalty be? Agility requires a deep understanding of your customer and the ability to adapt to their ever-changing needs and expectations. It also requires a willingness to experiment and learn from failures, quickly iterating on strategies and …
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Moving Desktop to Online - Latest Updates [08.19.25]
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Thinking about switching from QuickBooks Desktop to Online? This webinar covers the latest updates and guides you through a the migration process. From prepping your files to choosing the right method, Dan and Matt share actionable tips to ensure a smooth transition for business owners and accountants alike. QB Power Hour is a free, biweekly webina…
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#722: Agentic AI in retail with Dan Russotto, Furniture.com
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Building on the talk of AI in recent years, Agentic AI is an exciting area for retailers. But beyond talk, finding real-world examples and best practices can be tricky. Today we are here at eTail Boston, and I am excited to talk today about a company that is innovating in this space, not a traditional retailer, but an innovative aggregator using AI…
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Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise
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With Ben Valore-Caplan, Founder of Syntrinsic Overview Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact and ESG investing, why he sold to IMA Financial Group, and more. Listen in… > Download a transcript of this episode……
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He Brought His Potty to My Client Meeting | Mike Malloy (Dad of 1, Malloy Industries)
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Mike Malloy is the founder of Malloy Industries, a firm that connects scaling entrepreneurs with vetted fractional executives. He's also a Georgetown professor, a husband, and the father of Max, the company's self-declared Chief Cuteness Officer. Mike’s life is an intersection of serious business systems and silly dad jokes, all woven together by a…
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Leading with Integrity - Stacey Horne - Channel Security Secrets - Episode #4
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Want to build stronger client relationships while navigating the complexities of modern cybersecurity? In this episode of Channel Security Secrets, I sit down with Stacey Horne, President at Stillwater Ecosystem, to talk about the human side of cybersecurity, trust, empathy, and communication. Stacey shares how humility and relationship-building ar…
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Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build…
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Steve Legler speaks with U.S. estate planning attorney Mark Shiller about his book, How to NOT Ruin Your Kids With Money: Navigating the Challenges of Transitioning Wealth in Families. Together, they discuss issues around character, competence, and capacity, the maturation process, and the uniqueness of each family member, with lots of useful tidbi…
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The ERP Minute Episode 200 - August 19th, 2025
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The week began with Certinia’s announcement of their Summer ’25 Release. Related, Sage unveiled powerful new capabilities in Sage Intacct to help high-performing finance teams move faster, gain greater control, and lead with impact. In other news, Workday and IFS announced strategic acquisitions to expand the power of AI within each respective plat…
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Leaders in ERP: Aaron Harris, Global CTO, Sage - The ERP Advisor Podcast Episode 121
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On this episode of our "Leaders in ERP Series", Shawn Windle speaks with Aaron Harris, Global CTO at Sage. Harris offers his unique perspective on the trajectory of the ERP market, the transformative impact of AI, and how Sage is contributing to the ever-evolving technological landscape. Connect with us! https://www.erpadvisorsgroup.com 866-499-855…
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Unleashing Perceptive Leadership: 7 Hidden Strengths of Highly Sensitive and Neurodivergent Professionals with Rachel Radway
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Does this sound familiar? You keep hearing that the only way to thrive as a highly sensitive or neurodivergent leader is to just “toughen up” and push through—so you try to fit into that mold, but end up feeling exhausted, misunderstood, and on the edge of burnout. It’s frustrating, right? You’re told your sensitivity holds you back, but all that’s…
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Niching, Authentic Marketing & Lasting Client Relationships with Cathy Curtis
35:34
35:34
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Cathy Curtis, founder of Curtis Financial Planning, joins The Advisor Journey to unpack how she built a thriving advisory practice focused exclusively on serving single women, sustaining steady growth for over two decades. In this insightful conversation, Cathy shares the pivotal shift she made after floundering as a generalist, and how committing …
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#721: Making the most of peak season with Helaine Rich, ePost
22:47
22:47
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Is your brand ready to thrive, not just survive, in the face of evolving global consumer expectations and market shifts? Agility requires more than just quick reactions; it demands proactive foresight, strategic adaptability, and a willingness to embrace continuous evolution. This is particularly critical in today's ever-changing global ecommerce l…
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AI Sovereignty & the Literacy Gap: Policy lessons from the frontlines with Jaxson Khan
50:29
50:29
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What if the biggest regret we’ll have in 10 years isn’t over-regulating AI, but failing to educate people about it? In this episode of Poets & Thinkers, we explore the intersection of AI policy, national sovereignty, and digital literacy with Jaxson Khan, a unique cross-sector leader who transitioned from startup founder to senior policy advisor fo…
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How to Find High-Quality Prospects with Matt Mossbarger from WealthFeed
31:16
31:16
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31:16
In this episode, David sits down with Matt Mossbarger, co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients. In This Episode: 0:00 - Introduction to Matt Mossbarger 1:00 - Matt's background in wealth management 2:30 - Origins of Wealth Feed 4:26 - Building the tech team 7:39 - Cataly…
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The $400k Hack Financial Advisors Are Missing with Stephanie Bogan
44:32
44:32
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You could be leaving hundreds of thousands of dollars on the table and not even know it. And you wouldn’t be alone. Many advisors are wasting valuable hours of their day on activities that don’t generate revenue. And that’s why Stephanie Bogan joins us in this episode - to uncover the activities that separate high-performing financial advisors from…
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The High-End Art Market: Strategy, Status, and Serious Returns
44:18
44:18
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Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-report Everything you need to know about turning art into a real (and risky) investment strategy. Carlos Cardenas is a Private Wealth Advisor at Austin Wealth Management, bringing over 20 years of experience in alternative asset …
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Loyalty Isn’t Free — They’ll Still Lie to Get You Here
42:13
42:13
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42:13
The BOOK Flat Rate Life GET IT HERE https://www.amazon.com/dp/B0FK654G57 First we talk about the true cost of loyalty — how giving a shop everything still leaves you with nothing when they’re done using you. Then we dive straight into the interview lies: the fake promises, the sales pitch, and the managers who convince techs to uproot their lives a…
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#720: Building stronger customer relationships using AI with Noah Zamansky, Stitch Fix
22:44
22:44
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AI can create immersive, human-centric experiences that not only drive sales but also foster enduring brand relationships in a rapidly evolving market. Today we’re going to talk about how AI-driven personalization allows retailers to move beyond generic experiences, crafting unique interactions that resonate with individual preferences and behavior…
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Episode #142: Dr. Faith James and Stacy Graiko - The She Lab Founders and Authors of "Decoding She"
41:57
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Dr. Faith James and Stacy Graiko are founders of the insights-led marketing and strategy consultancy called The She Lab, where they apply their deep expertise to help clients win with women. They are also just about to release their second book, “Decoding She: How to Drive Growth by Understanding Women Consumers,” packed with insight and evidence o…
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#719: Composable Customer Data Platforms with Tejas Manohar, Hightouch
26:37
26:37
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26:37
Are you building your customer data strategy around your goals, or are your goals constrained by your data platform? Agility in today’s marketing technology landscape isn’t just about speed—it’s about flexibility. Brands need data architectures that adapt to their needs, not the other way around. And with the right approach, that agility can fuel p…
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Felipe on Rilla: Turning Conversations Into CRM Gold
36:40
36:40
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In this episode, Felipe shares how his AI-powered tool seamlessly integrates with CRMs to capture, analyze, and leverage real customer conversations. From recording interactions to providing actionable insights, Felipe explains how advisors and sales teams can boost productivity, strengthen client relationships, and make data-driven decisions—all w…
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Investing in Advisor Technology: CPR Investments
26:43
26:43
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Justin Reinhold discusses the importance of technology in an Advisors practice and how CPR invests in the commitment to stay ahead of the technological curve. CPR Investments Website Talk to Garrett: Call: 919-561-2436 Email: [email protected] Schedule Meeting: Meeting Link: Firms Meeting Link: Advisors…
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Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms
51:18
51:18
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With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas Overview Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it ri…
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Proactive Cyber Defense - Tony Pietrocola - Channel Security Secrets - Episode #3
49:06
49:06
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What does it really take to earn a customer's trust in today’s cybersecurity landscape? In this episode of Channel Security Secrets, I sit down with Tony Pietrocola, President at AgileBlue, to explore how a customer-obsessed mindset drives long-term success, not just in sales, but in lasting partnerships. Tony unpacks how Trusted Advisors can build…
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Create Your Parent Advisory Board | Mike Leibovich (Dad of 1, Adobe)
1:01:29
1:01:29
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Michael Leibovich is the Head of Growth at Adobe, but at home, he’s dad to a curious two-and-a-half-year-old and husband to a full-time working partner. With a previous career as a touring musician and a current career in creative tech leadership at companies like Vimeo and Abstract, Michael brings an emotionally grounded, inventive lens to fatherh…
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