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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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PREP Athletics is a company that helps basketball players find the right fitting prep schools to help them meet their goals. This podcast features PREP Athletics founder Cory Heitz's valuable expertise and vast connections to share insights and stories about the past, present, and future of prep school basketball. It also features in depth interviews with prep school basketball coaches from all competitive levels. Cory is a prep school alum, former D1 player, and Air Force veteran. Learn mor ...
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Introducing “Going Forward,” formerly known as “The AdCast” with Eric Elliott, the podcast that uncovers extraordinary individuals creating a better working world. Join Eric as he delves into the personal journeys of visionaries, change-makers, and innovators. Experience Moving Conversations with entrepreneurs and leaders that inspire, motivate, and challenge you to embrace possibility and make a difference.
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Data Reveal

Mark Fedeli, Courtney Hastings and Andrew Churchill

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Data Reveal is a podcast about why data is remaking our world in its digital image. It explores data literacy and perceptions about data, unique use cases of data analytics across market sectors, and the role of next-level alliances to protect the free world from autocratic regimes.
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Insights into Success has been created to give small business owners and entrepreneurs around the world, never before access to successful business people to hear about their "warts and all" journey to success. There is no "sugar coating", we want to hear the truth so our listeners can have realistic expectations and therefore be better prepared to succeed! We specifically want to know, just how close they came to failure and why they think they ultimately succeeded. What do they think our l ...
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Creative Industry Veteran, David Fischette sits down with business leaders, artists, creatives and champions of humanity to discuss their True West stories: the paths that they forged as individuals to find a new way and the uncharted seas they navigated to create the life they have. The stories will be inspirational and authentic and show that a no is not always the end.
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Coach and meditation teacher Luke Mclean unpacks and explores inspiring and insightful people's authentic journeys. We understand their why and the tools, teachings, people and experiences that got them to where they are today. Conscious Conversations is what I like to call soulful performance.
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This podcast is for those that want to learn the principles of performing at their peak every single day. Learn these principles from a professional Mental Performance Coach and special guests that will share powerful insights on peak performance. Each episode highlights a specific principle that will help you reach and maintain your peak performance. Welcome to Peak Performance Principles!
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Listen. Learn. Grow. Every week on CEO Journals, Ethan delves into the mind of one of the world's most successful entrepreneurs. There will be nothing but incredibly actionable advice on topics including marketing, sales, entrepreneurship, health, finance and so much more. What you learn will be applicable no matter your age, profession or industry. Ethan asks questions you wouldn't normally get to hear the answers to. So take note, as you never know how much this podcast could truly benefit ...
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This episode, we're joined by Drew Dawson, the Head Coach of Choate Rosemary Hall. Drew shares his journey from central Pennsylvania to playing Division 1 basketball at Lafayette and the University of New Hampshire, and how his experiences as a player shaped his transition into coaching. We dive into the realities of D1 basketball, the complexities…
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Today’s show highlights include: *An overview of common misconceptions of RIAs that advisors have when they want to create one. *What the nationwide trend of more advisors wanting independence means for the RIA space as a whole. *The difference between a state registered RIA and an SEC registered RIA. *What an advisor really means when they say “I …
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Today's show highlights include: Understanding the narrow differences among top broker-dealers in today’s market. Why embracing transition money can be a strategic move when switching firms. The rationale behind the larger transition deals being offered now more than ever. How to balance culture, technology, compliance, and economics when making a …
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Alicia Berberich has become passionate about helping others achieve their goals, especially women. Through her own experiences with a negative voice that she has learnt to overcome, she has been able to live a more vibrant life. She harnessed the power of manifestation to achieve a lifelong dream to live in Paris. In this interview Alicia shares he…
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▶️Show Notes In this episode of the PREP Athletics Podcast, director Mike Nicoll discusses his new movie, The Spoils, which peels back the layers of corporate influence to paint an honest, foundational portrait of America’s basketball infrastructure. Nicoll shares his love for basketball and how it has been the focal point of his life. He explains …
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Today's show highlights include: *Why taking private equity money might not be the right decision for you and your firm. *The emotions involved in deciding on a successor who will acquire your business. *How selling your practice to a private equity firm could be a risk to your company's culture and employees. *The benefits of finding a successor i…
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Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI that applies to every practice. Every business should judge their success with different metrics. *What Frank and Stacey mean when they say that KPI's are the “Crystal Ball” for your business.…
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Serial entrepreneur Joe Rare shares some of the books that have inspired him on his journey and have contributed to his success. For more great content, go to: https://www.isintosuccess.com https://www.instagram.com/insightsintosuccess/ https://www.youtube.com/channel/UCVRkDL7gZSP98vnVyZ5445g https://www.tiktok.com/@insightsintosuccess Email us at:…
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Welcome to another episode of the PREP Athletics Podcast! We’re thrilled to have Joe Scott, head coach of Air Force, join us for an insightful conversation. Joe dives into his extensive coaching journey, the evolution of his strategies, and the profound impact of the Princeton offense on modern basketball. We discuss the unique challenges of recrui…
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Alan Stein Jr. is a powerhouse of information and expertise. He is the best-selling author of the books Raise Your Game and Sustain Your Game and has become a sought-after speaker for his spirited and actionable mindset training. Alan has worked with some of the most recognized top athletic performers in the world, among them Kobe Bryant, Kevin Dur…
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Today’s show highlights include: *The concept of "authority marketing" and its importance in a crowded industry. *How effective marketing can shorten your sales cycle and help prospects find you first. *The benefits of becoming an author for your credibility and professional image. *A 6-week process to simplify book-writing and make it less intimid…
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Joe Rare was cruising through life. He had created and sold a successful business. Everything seemed to come pretty easy, until his first failure, which wouldn't be his last. Through failure, Joe came to appreciate its benefits and the keys to turning it to your advantage. While many people lie prostrate, bemoaning their failures, letting time and …
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Join host Cory Heitz on the PREP Athletics Podcast as he interviews renowned basketball performance coach and motivational speaker, Alan Stein Jr. In this engaging episode, Alan shares his incredible journey from being a college basketball player to becoming a sought-after performance coach for elite athletes. With years of experience working with …
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Ben Newman is a massive force in mindset and performance coaching. He ranks as of one of the Top 50 speakers in the country, is the mental conditioning coach for University of Alabama and Kansas State University, and the author of the best-selling book "Uncommon Leadership". Additionally, Ben wrote the Foreword to Frank's own book "Counterpunch" an…
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Today's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home office visits. *Why you should understand the in-person culture of a firm before making a decision. *The difference in production and creativity when people are working virtually vs. in-person. …
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Josh Kropkof has had an interesting journey so far, from a magician to campus talk back host to email marketing entrepreneur. Like most entrepreneurs, his journey has been varied with many ups and downs. It is through that journey that many lessons are learnt and growth is achieved. In this Read to Succeed episode, Josh shares books that have inspi…
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Welcome to another episode of the PREP Athletics Podcast! This week, we’re thrilled to host Adam Donyes, who shares the story behind founding Link Year Prep, a unique post-graduate program designed to help student-athletes bridge the gap between high school and college. He discusses the importance of developing character and leadership skills along…
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Show highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board holds, and why you should make a vision board of your own. *The importance of aligning your organization's vision with the individual goals of its members. *Why your goals must be specific and wri…
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Today's show highlights include: *The importance of leadership skills in helping advisors advance to the next level. *How the right people and environment are crucial for advisors to excel. *The value of efficient technology when it comes to enhancing the client experience. *How economics will take care of themselves when advisors take charge of co…
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Josh Kropkof has had an interesting journey so far, from a magician to campus talk back host to email marketing entrepreneur. Like most entrepreneurs, his journey has been varied with many ups and downs. It is through that journey that many lessons are learnt and growth is achieved. With much more to do, Josh shares a candid view of his journey so …
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Join us as we dive into the incredible journey of Terrell Ivory, the head coach at Phillips Academy Andover. In this episode, Terrell shares his inspiring story, from his post-graduate year at Andover, to playing at Davidson College, to his professional basketball career in England. He also opens up about his coaching experiences at Blair Academy a…
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Today’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The extensive research involved in identifying the right firms and how professionals streamline this process. *The time constraints advisors face and how consultants help manage research and client car…
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Today’s Greatest Hits show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them. *The qualifications consistent among “serial buyers”, and the preparat…
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Anne Barrowclough is the creator of Wander120, an app to help us "mind wander". The purpose of this app is to help us refresh from our stressful lives. Through dealing with her parents mental health decline, the concept of mind wandering came about. Such has Anne's passion for the project been, she has turned it into an online business with clients…
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Mike Panaggio discusses his experience at prep school, his career in the financial industry, and the founding of DME Academy. He emphasizes the importance of effort, excellence, and sacrifice in achieving success. He also shares his thoughts on the value of college education and the unique aspects of DME Academy, including its focus on character de…
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Key highlights from the discussion include: *Perry's excitement about her new role and vision for enhancing advisor recruitment at Raymond James. *Insights into Raymond James' diverse channels, which offer advisors the opportunity to grow from entry-level positions to owning their own businesses or broker-dealers. *Why Raymond James places a heavy …
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In this bonus episode of the Prep Athletics Podcast, Cory Heitz discusses the lack of a crystal ball in prep school basketball and the importance of making the best decision possible. He emphasizes the role of the coach in choosing a prep school and advises families to do their due diligence and research. He also shares his own experience of attend…
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Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI that applies to every practice. Every business should judge their success with different metrics. *What Frank and Stacey mean when they say that KPI's are the “Crystal Ball” for your business.…
  continue reading
 
Anne Barrowclough has held down a variety of employment roles over the years, but at the same time has often has a "side hustle" before it was a thing! Through dealing with her parents mental health decline, the concept of mind wandering came about. Such has Anne's passion for the project been, she has turned it into an online business with clients…
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Today’s show highlights include: *What quickly growing advisors are doing differently that separates them from their peers. *Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients. *What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisor…
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In this episode, Coach Cory is joined by Coach Trey Morin of Phelps School, Coach John Zall of Vermont Academy, and Coach Lamar Reddicks of Milton Academy. They discuss current trends in the prep school world. They highlight the importance of prep school as an option for players, especially with colleges trending older and the need for advocates in…
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Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the finan…
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Summary In this bonus episode of the Prep Athletics podcast, Coach Cory recaps his experience at the 2024 Final Four. He flew down to Phoenix to support his cousin Brad Miller, who played for Purdue. He describes the mix of fans from each school, with Purdue, NC State, UConn, and Alabama all showing strong support. Cory shares his experience at a p…
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Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *…
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Welcome to this Read to Succeed episode where your host Paul Dodds shares his thoughts and key takeaways from the book "Never Eat Alone" by Keith Ferrazzi. If you have never been into networking, then this book could be for you. Keith Ferrazzi is an exceptional networker. He is dedicated and strategic in his approach, but unlike most, he aims to gi…
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Today’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole. *The biggest mistake advisors make when they first start their own independent practice. *Why advisors need to adopt the mindset of working for the…
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Enter the $100 Amazon Gift Card Giveaway here!: https://vipmarketing.com/going-forward In Episode 96 of The Going Forward Podcast, we're joined by Steve Smaridge, an elite sales coach at Closers.io, to explore a variety of critical topics for personal and professional growth. This episode dives into the importance of discipline, critiques the lack …
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Summary In this episode of the Prep Athletics Podcast, host Cory Heitz interviews Joe Busacca, the head coach of Hotchkiss School. They discuss the unique aspects of Hotchkiss as a high academic prep school, including its location, boarding program, and extensive facilities. Busacca emphasizes the importance of building personal connections with hi…
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Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A breakdown of the factors that matter and make an impact on the value of a practice. *The importance of understanding the value proposition of the buyer, both culturally and economically, to d…
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Today’s show highlights include: *A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others eventually led him to the independent space after spending nearly 30 years in the wirehouse world. *Some of the common misnomers that many advisors have on what it means to be an independent financial…
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Basketball fanatic Alan Stein Jr didn't quite make it to the NBA, but he did become a high performance coach to NBA stars, coaching NBA greats such as Kobe Bryant, Kevin Durant and Steph Curry. With time Alan came to realise the parallels between lessons in sport and in business and has now dedicated his time to sharing his knowledge with business …
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In this conversation with Tom Bower, President of Athlete Advantage, we cover the changes in the NIL landscape, including mistakes and risks, finding an attorney for deals, donor fatigue, the employee model for college athletes, and NIL in the Ivy League. On top of that, we discuss hiring an agent for NIL deals, capitalizing on marketability, creat…
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Topics discussed during the episode include: *How to use “who you are” to build your online presence. *Why many advisors have been reluctant to personalize their online presence and the potential consequences of that decision. *How advisors can bridge the gap between the personal side and professional side on their online platforms. *A breakdown of…
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Connect w/ Eric Elliott: Website: ⁠https://ericelliott.com/⁠ Facebook: ⁠https://www.facebook.com/ericelliottspeaker⁠ LinkedIn: ⁠https://www.linkedin.com/in/iamericelliott/⁠ Instagram: ⁠https://www.instagram.com/ericmelliott/⁠ Twitter: ⁠https://twitter.com/EricMElliott⁠ Tiktok: ⁠https://www.tiktok.com/@ericmelliott⁠ Email: Eric@EricElliott.com Text:…
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Show highlights include: *The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers. *Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision. *How to separate emotional appeals and stories from concrete fa…
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Basketball fanatic Alan Stein Jr didn't quite make it to the NBA, but he did become a high performance coach to NBA stars. With time Alan came to realise the parallels between lessons in sport and in business. In this interview Alan shares his journey, including insights from meeting some of the greatest in the NBA, including Kobe Bryant, Kevin Dur…
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Connect w/ Eric Elliott: Website: https://ericelliott.com/ Facebook: https://www.facebook.com/ericelliottspeaker LinkedIn: https://www.linkedin.com/in/iamericelliott/ Instagram: https://www.instagram.com/ericmelliott/ Twitter: https://twitter.com/EricMElliott Tiktok: https://www.tiktok.com/@ericmelliott Email: Eric@EricElliott.com Text: 843-279-584…
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Summary In this conversation, Tim DiFrancesco, former head strength coach for the Los Angeles Lakers, shares insights and experiences from his time in the NBA. He talks about working with Kobe, Pau, Steve Nash, Metta Sandiford-Artest, and other NBA legends. He emphasizes the importance of a growth mindset and open-mindedness in achieving success. T…
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Show highlights include: *Common misconceptions advisors have about going independent. *A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required. *An exploration of the spectrum of RIA models including the advantages and disadvantages of each. *What advisors need to …
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Show highlights include: *A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success. *Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for clarity, creativity, and decision-making. *Elevating the client experience across all interactions to cem…
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