Best Line Boutique Podcasts (2024)

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Episode 172 – How to Build a Thriving Small Service Firm From a Single Anchor Account 16:11

1h ago16:11

16:11

In this session, we delve into the strategic approach of leveraging an anchor account to establish and grow a small service firm. Exploring the real-world example of how an IT Service firm was built with MetLife as the anchor account, we uncover the keys to success in building a thriving business around a single, foundational client. From cultivati…

1
43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet ... 50:59

3d ago50:59

50:59

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing C…

1
154 - Jon Button breaks down his favorite bass lines 29:33

3d ago29:33

29:33

In the episode of "The Bass Lines That Made Me," Jon Button shares enlightening reflections on his early experiences as a bass player. Throughout the episode, Jon delves into the profound impact of iconic musicians such as Miles Davis, Weather Report, Marvin Gaye, and Journey, shedding light on the pivotal bass lines that have significantly influen…

1
Episode 171 – Mastering the Hire: Securing the Ideal Sales Leader for Your Boutique Firm 17:12

1h ago17:12

17:12

In this session, we delve into the art and science of hiring the perfect sales leader for boutique professional service firms. Join Collective 54 member David Kendall, President & CEO at KAI Partners, as we discuss the unique challenges these firms face, the qualities that define a successful sales leader in this niche, and practical strategies to …

1
42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 1:02:05

11d ago1:02:05

1:02:05

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and tur…

1
74. No Shame in Your Game: Experiential Retail with Kate Drinkwater 57:55

1h ago57:55

57:55

So, what is experiential retail? Retail educator Kate Drinkwater joins Karmen on the podcast to dive into the world of creating memory-grade experiences that engage all the senses. It involves providing a unique and immersive shopping experience that goes beyond just buying a product. Different generations have different shopping habits and prefere…

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153 - The 12 Ugliest Basses of ALL TIME 42:56

4d ago42:56

42:56

Bass guitars are beautiful and they can make anyone look good, but during its 70-year history there have been a few that are gloriously gaudy or just plain ugly (Precision Bass Lyte, anyone?!) In this episode we’ve set out to name and shame some of the ugliest bass guitars of all time! In this episode: Does Ernie Ball make the world’s ugliest bass …

1
Episode 170 – Taking the Reins: A CEO's Journey of Buying Out the Founder and Shaping the Future of a Boutique Professional ServiceFirm 16:20

1h ago16:20

16:20

In this session, we delve into the ambitious journey of a CEO who took the bold step of buying out the founder of a boutique professional service firm. Through an intimate conversation with Collective 54 Member Jessica Knox, CEO at Metrix, we explore the intricate negotiations, strategic planning, and the emotional rollercoaster that defined this p…

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41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session 51:18

18d ago51:18

51:18

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO ● The power of being candid about challenges and failures in meetings ● A common p…

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73. Strong Independent Women: Stepping Into Our Female Power with Caroline Kicklighter 51:50

15d ago51:50

51:50

Content warning: this episode contains discussion of suicide. If you or a loved one are struggling, help is available. Text or call 988 for 24/7 support and resources. In this week's conversation, Karmen Berentsen sits down with Caroline Kick lighter. They discuss the challenges faced by strong, successful women, particularly in relationships. They…

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152 - Why learning Jazz Bass SUCKS (5 reasons no one talks about) 56:37

14h ago56:37

56:37

The hate that some bass players have for jazz can transcend space, time, and the laws of nature. We get it. It can feel like your band mates are speaking another language, and you feel kind of left out. But, with practice, learning some jazz can give you musical superpowers. In this episode, we’re here to reveal why you should take the leap! In thi…

1
Episode 169 – Maximizing Revenue Growth: Transforming Early Career Professionals Into Seasoned Revenue Generating Employees 19:59

11d ago19:59

19:59

In this session, we discuss some of the secrets of unlocking expansion revenue from within existing accounts. You'll learn from Collective 54 Member Phil Leary, Chief Operating Officer at Allata, on how nurturing and developing employees who begin their careers in non-revenue generating positions can lead to a surprising uptick in your bottom line …

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40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment ... 50:50

25d ago50:50

50:50

Imagine this: you've sold your biz and landed what many would consider their dream job at a multi-billion dollar firm. It’s secure and you’re coasting at the top of your game. Now, imagine what it would take to trade it all in to leap back into the great unknown of entrepreneurship and build a boutique from scratch. Guts. That’s what. Today’s guest…

1
72. Just Start, and Don't Stop: Echoes of Empowerment with Leigh Radtke 39:33

2h ago39:33

39:33

This week, Karmen sits down with Leigh Radtke. Leigh took a risk and started her tech career with no experience in Washington D.C. in the 90s, when boardrooms echoed with deep voices and women's words often fell on deaf ears. Now, she's a leader in the technological arena at Visa. Karmen and Leigh dive in on Leigh's journey and that of the women wh…

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151 - Michael League breaks down his FAVORITE bass lines 41:24

1h ago41:24

41:24

In today’s video, we asked Michael League to dig into his earliest influences and name the bass lines that helped define his career with four-time Grammy Award Winners Snarky Puppy. There were a few things we agreed on: Bootsy Collins belongs on every top 10 list. Your drummer is your best friend. David Hood is a bass guitar genius. Everything else…

1
Episode 168 – Thriving Amidst the Heat: Navigating a Sudden Surge in Industry Competition 17:57

29d ago17:57

17:57

In this session, we delve into the challenges and opportunities presented when your industry segment suddenly becomes the hotbed of competition. With both heavyweight corporations and agile boutiques flocking to capitalize on the trend, how do you ensure your firm doesn't just survive but thrives? We'll explore strategic insights, share expert advi…

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39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session 50:40

1M ago50:40

50:40

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you’ll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets. Listen in as Bill and Stacy discuss: Bill’s Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson National What it takes fo…

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71. Luck Doesn't Just Happen with Michele Baratta-Detwiler (AKA Bella Branch DIY) 34:50

6d ago34:50

34:50

In this conversation, Karmen talks with fashion influencer and former high-end jewelry designerMichele Baratta. At 50 and 58, respectively, they discuss key mindset shifts like embracing aging, positive self-talk, the power of asking for what you want, and staying grounded and centered in daily life. They emphasize the power of choosing how to resp…

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150 - The LA Bassist EVERYONE’S talking about 16:50

24d ago16:50

16:50

A few months back, we got into the argument that all bass players get into – what are the coolest, grooviest bass lines of all time? After hours of heated debate, we decided to get Nick Campbell to help make that decision for us. In today’s podcast, Nick Campbell reels off the bass lines that shaped his sound. It’s the perfect way to introduce your…

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38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other ... 1:21:13

1M ago1:21:13

1:21:13

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love. In this episode, Jim and Stacy cover: His backstory: o How losing his mom at 13 sparked his passion for financial management o Why he left an investment …

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70. Stay True to What You Want with Amy Jackson 35:09

1M ago35:09

35:09

This week Karmen sits down with Amy Jackson, founder of MAYSON The Label. Amy shares her journey in the fashion industry from her start as a blogger and dives into the inspiration behind her brand, emphasizing the importance of getting clear on what you want and staying true to your identity. If it's not a "yes" it's a "hell no"! Some of the most i…

1
149 - Are Short Scale Basses DEAD?! 58:29

14d ago58:29

58:29

So which is better – a long-scale or a short-scale bass guitar? If you’ve ever wondered which is the right scale length for you, you’ve come to the right place! In today’s episode, we’re taking a closer look at the key differences between short-scale and long-scale basses, the pros and cons of each, and we’ll give you a few recommendations of short…

1
Episode 167 – From Timelines to Bottom Lines: How a Consulting Firm Shifted From Time and Materials to Fixed Fees After 40 Years 14:20

1M ago14:20

14:20

In this session, we peel back the layers on how a seasoned ERP implementation consulting firm revolutionized its business model, moving from the traditional time and materials approach to a groundbreaking fixed fee structure. Join Collective 54 Member Alan Wyne, CEO at Innovia Consulting, and discover the strategic decisions that led to this bold s…

51
148 - The Undercover BASS ICON of ROCK: The Chris Chaney Interview 1:18:10

27d ago1:18:10

1:18:10

Chris Chaney’s contributions to the bass world often go overlooked – but there’s genius in his bass playing if you know where to find it (take his game-changing bass lines with Jane’s Addiction for instance). Today’s interview is the perfect way to introduce yourself to some of his most mind-blowing rock riffs – and find out exactly what makes them…

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37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and ... 55:35

2M ago55:35

55:35

James Eagle spent the bulk of his career telling stories with words, working as a writer for some of the biggest names in asset management. Since then, he’s traded in the proverbial pen for coding software and now he tells stories with data as the founder of his firm Eeagli. Today, James is sitting down with Stacy to discuss: His Backstory: o From …

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69. Finding Food and Body Freedom with Katie Galsworthy 31:53

20d ago31:53

31:53

In this conversation, Karmen and Katie Galsworthy discuss the relationship between nutrition, psychology, and body image. Katie shares her personal struggle with food and how she found a better relationship with her own body. They dive in on the importance of listening to your body's needs, distinguishing between emotional and physical hunger, and …

1
Episode 166 – How to Go From Idea to Implementation Faster Than a Speeding Bullet 19:32

2M ago19:32

19:32

In this session we delve into the fast-paced world of an executive coach in the interior design industry, exploring the methods that she uses when it is time to stop studying and start doing. Our role model, Collective 54 Member Gail Doby, Co-Founder at The Pearl Collective, shares her expert insights on how to deal with a large volume of ideas, ho…

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36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated ... 57:50

2M ago57:50

57:50

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy discu…

1
68. Women Can Do Anything with Danielle Touche of CMH 38:25

1M ago38:25

38:25

Today Karmen chats with female heli-skiing guide Danielle. She shares her experience and journey in a male-dominated field and talks about the process of becoming a guide, the challenges she faced, and the importance of networking and gaining experience. Danielle also discusses the unique aspects of heli-skiing, such as skiing in the alpine and the…

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147 - We Met Adam Clayton from U2 (it was OUTRAGEOUS!) 47:05

27d ago47:05

47:05

U2 has officially finished their residency in Las Vegas – the history-making shows saw over 700,000 fans descend on Sin City, from September 2023 through March 2024. In today’s episode, fresh from a weekend trip to Las Vegas, we take a trip inside The Sphere to uncover how Adam Clayton and U2 redefined live music at the city’s new high-tech venue. …

1
Episode 165 – Time Management: Strategies for Maximizing Employee Productivity in Boutique Professional Service Firms 15:16

2M ago15:16

15:16

In this session, we delve into the science of time management and the art maximizing employee productivity within boutique professional service firms. From strategic time management techniques to fostering a culture of efficiency, we explore actionable strategies to ensure every hour counts. Discover how to optimize resources, streamline processes,…

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35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New ... 53:53

2M ago53:53

53:53

Most advisors aim to put their clients first. But, many fall short by leaning on status quo strategies - like 60/40 - that don’t necessarily serve their people in the best way possible. Today’s guest has built not one, but two billion-dollar businesses. By asking “why not?” and differentiating his investment strategy, $3B RIA founder Dick Phister c…

1
67. Fashion Funds the Fight with Cancer Cartel 38:21

1M ago38:21

38:21

In this powerful conversation, Karmen sits down with Katy Tinney, Kerry Solmonsen, and Shelly Tinney-Miller of Cancer Cartel. Cancer Cartel is an organization founded by three cancer survivors who wanted to help others by providing direct financial grants to cancer warriors in need, with 100% of donor funds going directly to their initiative. They …

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146 - The Sean Hurley Interview: Behind John Mayer's Iconic Bass Lines 1:35:20

2M ago1:35:20

1:35:20

The year is 2006 and John Mayer has just recorded a landmark album that will put his new trio on the map. Drummer/producer Steve Jordan had the great idea of bringing Willie Weeks AND Pino Palladino in to play bass on one track, with Pino adding his own accompaniment to Week’s muted 8th note figure. When Sean Hurley landed the bass gig with John Ma…

1
Episode 164 – From Client to Founder: The Journey of Building a Boutique Professional Service Firm 18:06

2M ago18:06

18:06

In this episode, we delve into the remarkable journey of Collective 54 Member, Dave Makerewich, Founder & President at Maven, who transitioned from being a client to establishing a thriving boutique professional service firm. Discover how his firsthand experience as a client shaped his understanding of the industry's needs and fueled his entreprene…

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34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The ... 39:28

2M ago39:28

39:28

A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old! Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse. While Tim’s initial journey as a fo…

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66. The Best is Always Yet to Come with Christie Lynam 36:59

2M ago36:59

36:59

This week Karmen sits down with another woman from the A Line Adventures Paris crew, Christie Lynam. Christies career has taken her across the map from criminal defense law to coding and tech. They discuss the importance of the personalized buying and shopping process at A Line, everyday solutions and relevant fashion, and the joy of experimenting …

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145 - The Dark Side of Boutique Basses 1:26:29

2M ago1:26:29

1:26:29

In this episode, we’re sorting through our pick of boutique basses from F Bass, Ken Smith, Olinto, Overwater and more. We’re also going to delve into some of the questions that often come along, namely: why are they so expensive? How are they built? And are they really worth it? The answers are often a matter of opinion, but we shall ponder them no…

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33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity ... 59:31

2M ago59:31

59:31

If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo. Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success.…

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65. Finding Your Tribe with Priya Burkett 33:23

2M ago33:23

33:23

In this episode, Karmen Berentsen interviews Priya Burkett about the latest A Line Adventure: Paris Fashion Week. They discuss the importance of building connections and community, the power of shared experiences, and the evolution of A Line women. Priya also shares her experience launching a beauty line and the importance of creativity and taking …

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Line Boutique Podcasts

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