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Advisor Success Series

Freedom Investment Management, Inc.

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Pivot with Purpose

Idea to Launch Productions

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(Formerly Sh*t I'm 30 Podcast) Pivot with Purpose is a podcast that celebrates every step of the journey into finding our purpose. Whether you feel lost and purposeless or you are currently fulfilled, Carla documents her journey juggling being an entrepreneur, radio personality and single mother of 2! How do the people you look up to the most find their purpose and have a balanced life? Well let's chat with them and get an insight into their lives. Join Carla and her guests weekly. Grab a gl ...
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Product Market Fit

Mosheh Poltorak | grwth.co

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Startup stories & growth tactics with a healthy dose of AI. Product-market fit is a podcast for early-stage founders and operators who are looking to level-up their startup's growth. Join me as I explore the journeys and strategies of successful startup founders, and uncover practical takeaways to help your startup. We'll cover customer acquisition, SEO, product-led growth, funnel optimization, content strategy, branding, hiring, fundraising, sales ops, etc.; and we'll dive into fascinating ...
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Sean Boyce from NxtStep shares the latest B2B SaaS strategies to help you succeed. The show covers everything from identifying problems worth solving to scaling B2B SaaS businesses. Sean will walk you through what he is building in real-time and share those results with you so you can learn from his successes (and failures) and apply what works to your B2B SaaS to generate real results.
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Productivity Puzzles

The Productivity Institute

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Join Bart van Ark, Professor of Productivity Studies at the University of Manchester, and the managing director of The Productivity Institute as he brings you discussions with leading minds from the UK and abroad about how to improve productivity for almost everything: from health care to car manufacturing, at national and regional levels, for business and for your own personal productivity. This podcast series investigates why UK productivity is lower than in many other countries and why ar ...
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CROOKED RIVER is a fictional podcast narrative that spans the five-year period between September 1934 and August 1939 in post-Prohibition Cleveland, Ohio at the height of the Great Depression. During this politically turbulent time, an elusive killer decapitated and dismembered thirteen victims—seven men and six women—all under the watch of newly appointed Public Safety Director Eliot Ness, the famed G-man from Al Capone’s Chicago glory days. The disturbing crimes, the setting, and the perip ...
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The show where we unpack the methods and tactics used to reduce CAC by the most efficient and fastest growing companies in tech. In each episode your host, Eli Rubel, founder of Matter Made, will evaluate how the best companies in the industry are driving down their cost to acquire while still achieving remarkable growth.
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European Futurists Conference Lucerne

European Futurists Conference Lucerne

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The European Futurists Conference Lucerne aims to be the foremost annual gathering of futurists, analysts and decision makers with long-term perspectives working with scientific methods for futures studies in Europe. It is dedicated to the professional needs of futurists AND long-term decision makers in Europe
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Speaking Of Wealth with Jason Hartman

Jason Hartman with Dan Millman & Pat Flynn

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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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What if the justice system could be revolutionized by artificial intelligence? Join us on this eye-opening episode of "Pivot With Purpose Y'all" as we reunite with our favorite legal expert and dear friend, Attorney James Smith. Together, we peel back the layers of our early podcast memories while James demystifies the often convoluted legal langua…
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Welcome back to another exciting episode of Pivot With Purpose! This week, we bring you a mix of humor and practical advice, starting with a hilarious yet concerning Florida man story. Our special guest, Didi, steps into the spotlight! Through personal anecdotes, we illustrate how hard work behind the scenes often leads to visible achievements. We …
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In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…
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Welcome back, my loves! As summer winds down, join me for an engaging check-in where we cover a lot of ground. From recent experiences with Florida's hurricane season to the peculiar incident of a million dollars' worth of cocaine washing up on a Miami shore during Hurricane Debbie, Switching gears, I open up about my mental health journey and the …
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Guess who’s BACK! My girl Dex is here on the Pivot with Purpose couch, and Oh sh*t, she’s 40! It's a celebration! Join us as we recap our amazing trip to Miami for Dexty’s birthday. Apparently, there's a thing about not going on a girls' trip to Miami, but we quickly found out why. We'll also touch on a few key things happening with the presidentia…
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Welcome back to another exciting episode of "Pivot With Purpose"! After a three-month hiatus, I'm thrilled to return to the Hi Hello Labs studio with my dear friend Ariel. Together, we reflect on the chaos and joy of our hectic lives, filled with family drama and demanding schedules. We share the importance of having relatable conversations, suppor…
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In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …
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Join us on Pivot with Purpose as we welcome back our resident guest, Paola, for an engaging and insightful discussion on various topics, starting with a unique Florida news story. We kick things off with Governor Ron DeSantis's new law banning the intentional release of balloons, highlighting the surprising details and exemptions for scientific pur…
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Why is business model innovation the key to an organisation’s productivity? What does it take to do it right? New technologies and new business practices don’t just come out of the blue. They happen because firms embed them in their processes so they can create a valuable proposition for their customers. This episode explores the challenges and opp…
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Ever wondered why fast-moving relationships often end in heartbreak? In this episode of Pivot With Purpose, we uncover the whirlwind saga of Jeannie Mai and rapper Jeezy. From the highs of their passionate romance to the lows of an unexpected divorce and custody battle, we break down the emotional rollercoaster of rapid life decisions. Jeannie's jo…
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Unlock the secrets of entrepreneurial success and personal growth with Drew, the "invisible CEO," on this week's Pivot With Purpose. Discover how Drew's early life challenges and his unique journey from DJing in PG County, Maryland, to leading marketing initiatives for companies like Pepsi shaped his entrepreneurial strategies. Throughout our conve…
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What does it take to balance personal responsibilities with entrepreneurial ambitions? Join us as we introduce you to Carlos and Carolina, the visionary founders of Hi Hello Labs. Learn how Carolina effortlessly manages the dual demands of motherhood and business, and hear Carlos share the risks and insights of establishing a thriving creative spac…
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The election manifestos published in the second week of June 2024 sparsely recognise the importance of productivity. This is perhaps because it's not the most glamorous topic for voters to be excited about being canvassed on their doorstep. But for any incoming government, productivity will need to run through the core of the policy agenda in the c…
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In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…
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Ever tried to juggle health, career, and a vibrant social life all at once? We’ve been there too. Join us as we catch up with Dex, who shares her workout routine and recent weight loss journey. We also get into the holiday spirit, planning our girls' trip to St. Lucia and debating the merits of learning Creole and French versus just sticking with E…
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In an interview with Jason Hartman, Keith Butcher, founder of Butcher Joseph, discusses business succession and Employee Stock Ownership Plans (ESOPs). With many business owners approaching retirement, ESOPs offer a tax-efficient way to transition ownership to employees. This model enhances employee retention and loyalty, providing long-term retire…
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Ever wondered how to live authentically and explore personal growth, even when it shakes up your world? Antoinette from Around the Way Curls joins us to discuss the profound journey of self-discovery and the importance of being true to oneself. We also share our transition to virtual recording, reflecting on how it has surprisingly fostered deeper …
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In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …
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Why should firms care about productivity? How does it add to the bottom line? What exactly drives productivity? And how can you get better at it? This episode is a conversation with three current and former business leaders talking about how they think about productivity, what it means to them, and what practical productivity measures their firms u…
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This week discover the secrets behind Ashley Madison, the notorious website designed for married people seeking discreet affairs. Joined by our guest, Jenna, we peel back the layers of this controversial platform, starting with its provocative slogan, "Life is short, have an affair," and the infamous 2015 hack that exposed millions of users. Jenna …
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Step into the shadows of resilience as we navigate the treacherous waters of trauma and abuse recovery. The authenticity of my personal struggles is laid bare, alongside the haunting echo of financial manipulation by an ex-partner, which resonates with the disturbing tales of high-profile abuse cases. We peel back the layers of public figures like …
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Embrace the hustle without losing yourself—that's the promise of our latest heartfelt conversation. Unwind with me, Carla Ramirez, and the insightful Sofia Aguilar from Canada, as we delve into the world of content creation and the quest for personal growth. As my 37th birthday looms, I'm taking stock of self-care's crucial role amidst our non-stop…
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In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector posi…
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What is the best thing government can do to help improve business productivity? Provide more business support? Create better conditions for doing business? Or simply, get out of the way. In other words, can government policy and business growth ever become a happy marriage? Host Professor Bart van Ark is joined by a co-host: Stephen Roper, Professo…
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Discover the entrepreneurial spirit that is reshaping the world of allergy-friendly treats with Denise Woodard of Partake Foods. Join us as we venture into the reality of starting and scaling a business, particularly as a woman of color, where every day is a lesson in grit, innovation, and the sweet taste of success. You’re invited to a candid conv…
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In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors…
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Unlock the secrets to financial freedom and take control of your money narrative with the wisdom of TikTok financial guru Giovanna, aka Gigi thefirstgenmentor. Our conversation illuminates the intriguing concept of "loud budgeting," a proactive, vocal approach to managing money that's shaking up the status quo. Delve into the heart of financial lit…
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On this episode of Product Market Fit, host Mosheh Poltorak interviews Michael Sayman, founder of Friendly Apps, who shares his journey from building mobile apps as a teenager to working at Facebook with Mark Zuckerberg. They discuss consumer social, the future of social media, and the impact on Gen Z and Zoomers. They also delve into the Vision Pr…
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Navigating through a storm of personal challenges and triumphant professional wins, I, peel back the curtain on the silent battles that often go unnoticed. Struggling with ADHD and facing a shortage of my essential medication. I find myself grappling with the highs of creative breakthroughs and the lows of emotional blocks. The episode is a raw exp…
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What is business dynamism? Do we need a bit more turbulence in business creation, growth and change to get productivity up again? This episode, the first of three on the productivity of firms, looks at the mechanism between productivity and business dynamism, whether there are big differences between countries, and whether and how we can get a bit …
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This week I am joined by the founder of Black Mom Blog and pioneer of black motherhood and self-care Shanica Boswell. You’ll hear about the shaming of single mothers sending their child to stay with their fathers, the benefits of a doula, and trying to have a natural birth after having a C-section. This episode isn’t only for women with babies or w…
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Jake Heller, the founder and CEO of Casetext, brings his expertise in AI and law to the forefront in this episode of 'Product Market Fit'. With an eye for innovation and a deep understanding of the legal landscape, Jake has led Casetext to become a pioneering force in the industry. His insights into the intersection of technology and law offer inva…
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As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especiall…
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Today’s guest is Jannese Torres , host of “Yo Quiero Dinero Podcast". Jannese discusses entrepreneurship and how she found success as a food blogger. Then, she tells a bizarre story about her husband’s mistress confronting her mom about their affair and why she decided to get a divorce. Jannese also drops some major gems on how to start a business …
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This week Carla is joined by Baron Young from Reach One Recovery which dedicated to providing the “spark” of enlightenment for survivors of narcissistic abuse. We are shinning a light into men that have experienced abuse. As a society we dont allow men to share or express their pain, yet this kind of abuse will cause PTSD so many while the numbers …
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Ever found yourself laughing through a challenge over dinner? This week on Pivot with Purpose, I'm joined by Paola, as we discuss life’s curveballs with a side of laughter. Get ready to explore personal evolution, relationship rollercoasters, and the blend of family dynamics we all navigate. Money and love—two things that should work in harmony but…
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Join Sean and tech whiz, Melissa Kwan, as they unravel the allure and struggles of bootstrapping startups. Melissa dives into founding eWebinar and transforming pains into gains, all while crafting a business that perfectly suits her digital nomad lifestyle. She drops valuable gems on pricing pitfalls and the underrated power of slow growth. Don't …
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I've always believed that if opportunity doesn't knock, build a door. This episode with Dex swings that door wide open as we revel in the tales of our entrepreneurial spirit, which took root in childhood candy sales and blossomed into career advancements achieved through sheer tenacity. We share a laugh over our methods of carving out our own space…
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Join host Mosheh Poltorak in a conversation with Laurel Taylor, the visionary CEO behind Candidly, a fintech platform revolutionizing student debt solutions. In this episode, Taylor shares Candidly's journey from its inception to serving thousands of employers, offering invaluable insights into startup growth, technology integration, and the import…
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In this insightful episode of "Product Market Fit," we step into the dynamic world of e-commerce and scaling businesses with our esteemed guest, Yoni Kozminski. Yoni, an entrepreneurial powerhouse, shares his expertise in building and growing successful e-commerce brands in today's competitive landscape. His journey from digital marketing to e-comm…
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Imagine untangling the complexities of love and digital entrepreneurship while also juggling the nuances of ADHD. That's exactly what we're doing as I sit down with Isis Brianna, the digital sales guru and business coach, to explore the magnetic digital marketplace and its impact on our personal lives. We pull back the curtain on the dance of relat…
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I recently had the pleasure of being interviewed by Roland Sibelink on the Midstage Startup Momentum podcast. I was glad to turn the mic around and answer questions such as: What does product-market fit actually look like for startups? Why product-market-fit is an ongoing journey rather than a destination. How product-market fit is different for B2…
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Welcome to another exciting episode of Product Market Fit, where we delve into the fascinating world of AI and workflow automation with our esteemed guests, Pascal, Jakob, and Raphael. In this episode, we explore the cutting-edge advancements in AI technology and how it's transforming the way we work and interact with digital tools. Chapters: (01:3…
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On this episode with Carla Wilmaris and Dani: Ever found yourself wondering why some friendships feel like a never-ending carousel of emotions? Join me, and my guest Dani as we unravel the complexities of friendship. From the comical trials of aging to the heartfelt moments of reconciliation after a friendship breakup. This episode is your personal…
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Happy New Year! We're kicking off 2024 with a bang! Augustus Doricko is the youngest founder I've interviewed and perhaps the most ambitious. His company, Rainmaker, is looking to use cloud-seeding technology to revitalize the American West and, in his words, extend the Great Plains into Nevada and Arizona. We talked about e/acc and why hard tech i…
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Ever feel like life's thrown you a curveball you just didn't see coming? Join us as we confess our own stories of transformation and tackle the balancing act between work and personal joy. We're peeling back the layers on the corporate world's sometimes harsh truths and revealing the silver linings that come with owning your content and career path…
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Dive into the journey of John Li, PickFu's co-founder, as he switches from tech giant to startup maven, revealing how keen insights and customer feedback fuel software success. Discover how PickFu's savvy use of AI revolutionizes consumer research, making it a game-changer for all seeking market savviness. Here are a few of the topics we’ll discuss…
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I have a very topical episode for you today all about annual review and planning. My guest today is Jason Shen, three-time founder, turned executive coach and resilience expert. Jason has a wonderful video on YouTube that walks you through a reflection and planning exercise perfect for this time of year. Jason and I discuss the framework and provid…
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In this week's episode were listening to highlights of 2023 from episodes EP 157 Time over Money, Vasectomies, and Deadbeats EP 161 Soft Life vs Hyper-Independence, Sassy Men, Hinge Chronicles Ft Krysta Monet EP 162 Gratitude Is My Superpower FT Alisia Adamson Profit EP 170_Finding Your Soulmate and Leaving Toxic Relationships Ft. Laron Profit EP 1…
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The final episode of Productivity Puzzles Season 2 examines whether 2023 has brought us closer to putting the productivity puzzle together. What are some of the most important insights from this season of the podcast? And what can we learn from The Productivity Institute's Productivity Agenda? The conversation covers the challenges in institutional…
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