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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.
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It's the show where fun meets finance. Join The Financial Diva, Victoria Woods, and the King of Finance, Damon King, each week for tips on how to Rock Your Retirement!
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Are you sick of pensions scaremongering? On PI in a Pod we delve behind the headlines of the biggest pension stories. Each fortnight we’ll examine one big issue, with the help of an expert panel, to find out what really should matter to people who care about pensions
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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There’s a lot of noise out there when it comes to your finances. Join host John Hagensen and his guests from independent RIA Creative Planning as they cut through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. A Managing Director at Creative Planning and long-time host of the Rethink Your Money radio show, John aims to provide the most up-to-date information and freshest thinking on investing, taxes, estate planning and man ...
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Welcome to the Inside Commercial Property podcast, where we bring you monthly episodes on the most significant changes in the world of commercial property investing. Delve into the inner workings of property, markets and strategies, all geared towards helping you become a better investor. Join Scott O’ Neill and Phil Tarrant, as they sit down to share the latest property changes. If you want to stay ahead in the game, this podcast is for you. Want to go deeper? Check out our new book ”Rethin ...
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Hungry for Regeneration explores how leaders in the food and agricultural sectors are evolving the way they do business in order to meet the challenges of our time like climate change, unstable markets, and extractive capitalism. Produced by reNourish Studio, this series is designed to bring to life how businesses within the food system are applying living systems thinking to grow the capacity of our food systems to nourish all life.
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Enough with the "problem porn." We all know the climate crisis is a big deal. This podcast is entirely about solutions and the people who are building them. Entrepreneurs are inventing miracles; the business world is shifting; individuals are overhauling their lives; an entirely new economy is being born. Don't be the last one in. To support the show and get an ad-free listening experience, please jump in and become a member of Everybody in the Pool! https://plus.acast.com/s/everybody-in-the ...
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Podcast by Bob Fraser
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What does it mean to become an Orthopreneur? Hi there! My name is Dr. Glenn Krieger and I believe that in today’s competitive world, the orthodontic and dental communities should be collaborative. And I've created Orthopreneurs so that we can move towards that goal together. Orthodontists are smart people. You’ve accomplished a lot to get where you are, but chances are you never got a formal education in how to run the most effective and lowest stress practice possible. Don’t sweat it! Becau ...
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Catherine Weetman interviews the inspiring people who are making the circular economy happen. We explore how circular, regenerative and fair solutions are better for people, planet and prosperity. We’ll hear from entrepreneurs & business owners, social enterprises, and leading thinkers. You’ll find the show notes and links at www.circulareconomypodcast.com, where you can subscribe to updates and useful resources.
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Here's the week's business, finance and economics news - in just 30 minutes. In the meantime you can catch me on Facebook, Twitter and LinkedIn. And if you want leave a comment. Wishing you all a safe and healthy week. And looking forward to bringing you Talking Business next week Follow my socials on: https://twitter.com/leongettler https://www.instagram.com/leongettler/ https://www.linkedin.com/in/leongettler/ https://www.linkedin.com/company/leongettler/ https://www.facebook.com/talkingbu ...
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Welcome to the Rethinking With Rosalba Podcast. The motivation for personal growth show where I bring you the best personal development advice from top experts and research I've found as a certified life coach. Each week, I'll discuss powerful ideas and strategies for shifting your mindset around your abilities and potential. I'll challenge you to expand your perspective and invest in your happiness, providing you with ways to unlearn what no longer serves you and rethink ways to help you th ...
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To change the world, we may need to change money first. Best New Ideas in Money explores innovations that rethink how we live, work, spend, save and invest. Each week, MarketWatch financial columnist James Rogers and economist Stephanie Kelton will talk to leaders in business, tech, finance and government about the next phase of money's evolution, and meet real people whose lives are being changed as these new ideas are put to the test.
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I'm on a mission is to make real estate work for everyone. I love real estate. Real estate makes places good or bad, rich or poor, beautiful or not. In this show, I'm interviewing the disruptors, those creative thinkers and doers that are shrugging off the status quo, in order to build better for everyone.
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Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.
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Each year state and local governments spend $4 trillion dollars. Where does that money come from? Where does it go? Who manages it? And what do citizens and taxpayers have to show for it? In this podcast we explore the budgets, bonds, and bureaucrats at the heart of state and local public finance. The Public Money Pod is a production of the University of Chicago's Center for Municipal Finance. It is co-hosted by Liz Farmer and Justin Marlowe.
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Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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Sharing experiences, insights, and the drivers behind why my guests have built what they have built and how this applies to what drives you.
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Commercial Real Estate Matters is the predominant source for the latest commercial real estate news, trends, tips, and stories that matter. Leading experts share insights and strategies to navigate this ever-changing field successfully. Whether you are a novice or a pro, a business leader/owner or investor, a landlord or a tenant, this podcast has something for everyone.
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🧠 Finance • Investing • Tech • Real Estate 🔌2 guys with real life work experiences 📊 Discussing our investment journey
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Picture yourself succeeding in Real Estate Investing. Whether it is wholesale, fix and flip, cash flow, buy and hold, Lease Options, Online marketing, and more. Now picture learning from people who are doing it and have done Massive amounts of it. This show is here to deliver what is working in Real Estate investing. How to improve your business, numbers, mindset, and life. Here it is through the lens of me who started investing in Real Estate at 21 years old and has sold hundreds of propert ...
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Please take a moment to see if this resonates with you. For 20+ years, I put mine and my client's money into mutual funds. The risk and uncertainty were a constant stress. In 2002, then again in 2008, markets lost about half their value. Were you or someone you know stressed out and frustrated? I was! More than a decade ago, I committed to find a more certain, predictable, and safe way to build wealth before another drop happened again. I found it in the risk management part of my business. ...
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Interviewing the people and companies building the next generation of education, training, and work. Follow me on Twitter: https://twitter.com/SP1NS1R.
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Welcome to Retain: The Customer Retention Podcast! Join host Lauren DeSouza on her journey to discover the power of retaining customers. Accompanied by marketing experts, this podcast will demystify customer retention and deep-dive into how international companies are using it to keep their customers coming back for more.
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Welcome to The Piano Pantry Podcast where together we live life as independent music teachers. Listen in with Amy Chaplin, your host, as we talk about everything from running and organizing a studio business to getting dinner on the table and all that comes between.
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Journalist and author Mark Miller on getting retirement right - featuring downloadable guides and podcast interviews with nationally-recognized experts. retirementrevised.substack.com
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Venture-backed startups are springing up across the globe, but how do you keep up with what’s coming next? On Just Raised, you’ll be first to hear from the founders of those newly minted companies about the companies they’re building. Hosted by Joe Sweeny, the show dives deep into a venture-led startup, discussing the product, business model and new technology. Expect experts from the world of space commercialization (Atomos Space), rivals to the Airbnb model (Casai), and companies making re ...
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The HappiOur Podcast is a space for the self-aware, accomplished woman and leader to connect, learn and grow fueled by her feminine juices.
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The beauty industry has changed dramatically in the last 10 years. The days of hoping your good reputation and referrals was enough to grow or maintain your clientele died out and successful stylists today need a real marketing strategy. It's actually never been easier to grow a clientele as a hair stylist or a business as a salon owner, yet stylists are giving up or struggling more often than they are thriving in this incredible industry. When I was first building my clientele, I realized i ...
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Helping to put theory into practice.
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The podcast for conscious leaders. A series of unique interviews leaders who are innovating, building, and guiding organizations, with a higher vision. How they put their values into practice to achieve the full potential, of themselves and their organizations. Co-hosts are Kirstin Gooldy and Mark Stinson To contact Kirstin Gooldy (CEO of Pure Entelechy and Inspirational Speaker, Intuitive Advisor, Professional Coach & Consultant) www.pureentelechy.com To contact Mark Stinson (Brand Innovato ...
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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
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Led by Ricardo Hausmann, the Growth Lab at Harvard Kennedy School pushes the frontiers of economic growth and development policy research, collaborates with policymakers to design actions, and shares insights through teaching, tools and publications, in the pursuit of inclusive prosperity.
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FamilyPreneur® is the podcast for family-first entrepreneurs building profitable and progressive businesses. By simplifying & streamlining business strategies, FamilyPreneurs are spending previously unimagined amounts of time making memories with their families - and less time stressed over business. FamilyPreneur® is hosted by Meg Brunson, a former Facebook employee who left the corporate world to pursue entrepreneurship and be more present with her family. She now runs her business from th ...
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The Commercial Real Estate News Hour is a weekly one-hour podcast featuring news, headlines, and interviews with key players in the commercial real estate market nationwide.
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Nicole Bremner is an investor, certified financial coach, nutritionist, author and mum-of-three. In 2009, having had a successful career in investment banking, like many women who take a ‘career break’ to have children, she found herself at a crossroads, not entirely sure what path to take next. Combining her financial knowledge with her passion for good architecture and design, Nicole was able to build on her experience and expertise to develop a new career, which fit around her children, a ...
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Nicholas Crown presents - The Really Rich Podcast. A podcast where Nicholas cuts to the fundamentals underlying success in business, money, and mindset. He's joined weekly by a rotating cast of entrepreneurs, thinkers, and doers from all walks of life. The message is the same: get rich by making someone else's life easier.
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A collaboration between the Dave Cantin Group and Cox Automotive, Dealer News Today creates content and information for dealers in the automotive industry. The information they need today and insights for tomorrow. Our content is exclusive and our podcasts feature automotive industry powerhouses from around the globe giving master-class advice to dealerships.
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In our second season of the podcast, we’re interviewing senior investment figures from large defined contribution pension schemes. We’re asking them to reflect on the investment challenges reflecting them as DC leaders. What are they excited about – and what’s keeping them awake at night? In this show, we chat to experienced members of the investment world, broadcasting their insights, as well as the ideas of the DCIF, to pension fund decision-makers in the UK and across the globe. This show ...
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Politics is how people achieve power. Policy is what they do with it. On The Weeds, host Jonquilyn Hill and guests break down the policies that shape our lives, from abortion to financial regulations to affirmative action to housing. Produced by Vox and the Vox Media Podcast Network.
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Traditional education has long served as a foundational pillar in societal progress. Yet, its inclination to prioritize academic success over the holistic development of children remains a predominant concern. As students invest countless hours in classroom learning, more than 90% of the students are struggling to reap its full benefits. This results in unmotivated learners and a sense of disillusionment among parents and educators. This podcast addresses that critical imbalance head-on. Int ...
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1
Why You Need to Rethink Your Investment Strategy
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Are you settling for mediocre investment returns when you could be achieving so much more? I recently asked a group of orthodontists about their expectations for annual returns, and the responses were eye-opening. Most were aiming for returns of 5% to 7%. Why are we selling ourselves short? Many successful individuals built their wealth by explorin…
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137 Dr Martin Stuchtey: rethinking how we invest in nature
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Professor Dr. Martin Stuchtey – a geologist, economist and entrepreneur – is challenging and helping to rethink industrial, farming and economic systems. He founded The Landbanking Group, a Nature Fintech aiming to bring natural capital onto our balance sheets in service of the Paris and Montreal agreements. Dr. Martin Stuchtey is a former Senior a…
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Regenerating Investing: Rethinking Capital and How It Is Valued
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In this episode, we explore the dynamic intersection of finance, what we value, and what our investing aims to grow. Our guests Alexandra Shabtai, Erin Feger, and reNourish Faculty Adam Rubel, share their personal experiences and insights, highlighting the importance of shifting perspectives and expanding our view of the role that finance can play …
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1
How to Easily Add $1M a Year to Your Practice
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What if I told you that adding an extra million dollars to your practice could be as simple as securing just one extra patient per day? It might sound too good to be true, but it's entirely possible—and it doesn’t even require increasing your overhead. In this episode, I break down exactly how orthodontists can achieve this kind of growth. You just…
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Talking Business #29 Interview with Brent Goldman from Nexia Australia
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Bruce Daisley says Elon Musk should be arrested if it's proven that his actions incited recent riots in the UK. Daisley is a former senior executive at Twitter. Amid growing political tensions over cost-of-living pressures, RBA deputy governor Andrew Hauser slams those who claim to be sure of the way forward as “false prophets” Australian technolog…
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Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless Advice
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Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless AdviceWebsite: Tzero.comBio:David Goone is the CEO of tZERO, a financial technology company that democratizes access to capital markets by establishing innovative, transparent, and efficient marketplaces. tZERO works with companies and entrepreneurs to provide uniq…
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1
The Renewed Urgency of Operational Due Diligence
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[This episode originally aired on March 21, 2023] As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.By Bain & Company
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$GDEV Chief Corporate Development Officer, Roman Safiyulin, Shares Timeless Advice On The SMC Show
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Stock Symbol: $GDEVWebsite: https://www.gdev.inc/Meet GDEVGDEV has comprehensive expertise in product development and marketing, ability to create popular in-house IPs and to build robust presence on the most accessible platforms, such as mobile and PC (web browsers and social networks). Our games portfolio is diversified across geography, platform…
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Why a Digital Practice is Key to Thriving in Modern Orthodontics w/ Dr. Bryan Lockhart
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One of the most common problems orthodontists face is achieving a fulfilling work-life balance while maintaining a thriving practice. The demands of running a successful orthodontic office can lead to long hours and stress that can take a toll on both personal and professional life. In this episode, I have a 3-time returning champion, Dr. Bryan Loc…
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133 - ICYMI: An Assignment Sheet Super Store
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In the 3rd ICYMI episode of 2024, you’ll hear about a one-stop superstore for printable assignment sheets. With more than 20 sheets, you can try a variety! Subscribe Join Amy’s email list Support the Podcast https://pianopantry.com/patreon Transcript Find the full transcript and show notes (including any links mentioned) here:https://pianopantry.co…
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Shopify Expert: Why You Need To Personalize, When To Solve Problems & How To Be Agile
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In this Greatest Hits episode, Lauren is accompanied by Cole Atkinson. Cole is a Senior Product Manager at Shopify, a leading global commerce company, providing trusted tools to start, grow, market, and manage a retail business of any size, making it easier for everyone involved. Previously, he worked as a Sales & Marketing Manager at Rubber Tree L…
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Bob Stein | Updated Odds and Scenarios for a Reset Presidential Race | August 12, 2024
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Bob Stein joins the podcast to discusses how the nomination of Kamala Harris will impact the upcoming presidential election, his thoughts on each candidate’s choice of running mate, and how elections results may impact the economy in the years ahead. Reach us at https://www.ftportfolios.com/ Connect with us on LinkedIn https://www.linkedin.com/comp…
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Rethink your Thinking: Becoming your own Banker
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Hosts Scott and Cameron Gannon dive into the critical importance of shifting your mindset when it comes to financial strategies. They challenge the conventional "follow the herd" mentality and explore the concept of "Becoming Your Own Banker," inspired by Nelson Nash's groundbreaking book. Discover how to break free from traditional financial think…
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How much is the right amount of life insurance? | #165
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How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …
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Measuring Municipal Climate Risk, with Steve Bullock
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By the 2050s, one in five U.S. counties will face compound material exposure to two or more acute climate hazards such as drought, extreme heat, wildfires, and flooding. This week, we're joined by Steve Bullock, who leads the Research and Methodology Team at S&P Global Sustainable1. He helps us break down the data and analytics being used to provid…
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#348 -The new approach to talking pricing with clients
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Recently an Instagram post came across my feed that I have not been able to stop thinking about since seeing it, so I want to share this clip with you today so you can hear the powerful message around perceived value in our industry. In this episode, we are going to dig into the fatal flaws of how you are talking about price and cost and give you t…
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1
What Do the Olympics and the Stock Market Have in Common?
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On this week's episode, we're making the timely correlation between the Olympics, the stock market and a Powerball winner — and sharing how to have a winning formula when it comes to your investments. We also welcome Chief Market Strategist Charlie Bilello back to the show for a candid conversation about the Federal Reserve, where we’ll get his opi…
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138 Rubén Abruña: keeping our poop in the loop
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Award-winning documentary film maker Rubén Abruña helps us dig into one of the oldest problems in civil society… All around the world, there are serious problems caused by the various ways we deal with our toilet waste – all the poop and pee we humans create every day. We waste drinking water – Flushing toilets use massive amounts of water – for ex…
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Why are you settling for mediocre investment returns? As evidenced by some of the responses I received from some of you in the Orthoprenuers group, aiming for 5-7% yearly returns is selling yourself way too short. Settling for single-digit returns might be holding you back from significant wealth creation. You have to look beyond the stock market f…
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Talking Business #28 interview with Paul Koopmans from Worldpay
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On Monday, the global stock markets were crashing (until they weren’t). Market volatility is now the new trend, reminiscent of 1987 crash and the 2000 tech wreck. Elon Musk sues Unilever and Mars for conspiring to boycott X and deprive it of revenue. When it gets to trial, he can explain to the judge why he told advertisers to “go f… the selves.” R…
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BONUS EPISODE: Deep dives with Jon Mondillo
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We weren't able to fit everything from our conversation with Jon Mondillo (abrdn) into one episode, but we still wanted to share the rest of it! Enjoy this bonus episode, where Jon talks to us about affordable housing, charter schools, and trends in hospital systems and Continuing Care Retirement Communities.…
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Important Mid-Year Financial Considerations
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It's time for a mid-year financial checkup. On this episode we'll discuss three things you should assess in your financial plan — and give you a few bonus tips — before welcoming special guest Scott Schuster. Scott shares his unique perspective on the integration of tax planning with your investment strategies and how impending tax changes could af…
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Know Your Edge – Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM
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Know Your Edge – Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM Firm 10 DynamicsLimited www.10dynamics.com CurrentAUM: $110 million Founder William (Bill)Gebhardt Founder& Executive Director Bio: William (Bill)Gebhardt is the founder of 10Dynamics and developer of TAD – a technology theydeveloped for systematic tradin…
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How to execute the Investment Optimizer strategy | #164
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Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…
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Why Your Doctor Might Be Missing Your Real Health Issues
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What if your gut health was the missing piece in your quest for longevity? Nearly 80% of chronic diseases can be traced back to inflammation. Understanding how to manage inflammation through what we eat is a crucial cog in the longevity and health span puzzle. In this episode, I am joined by Rhya Pachin. She is a licensed nutritionist and dietitian…
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132 - Life After Tonara: A Teacher Talk Follow-Up
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Hear from Amy and seven other teacher friends on what their lesson assignment life has been like after the shutdown of Tonara one year ago. Subscribe Join Amy’s email list Support the Podcast https://pianopantry.com/patreon Transcript Find the full transcript and show notes (including any links mentioned) here:https://pianopantry.com/podcast/episod…
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Customer Feedback Specialist: The Value of Customer Feedback, How AI is Changing the Game and What Movie has the Best Marketing?
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In this episode of Retain: The Customer Retention Podcast, host Lauren DeSouza speaks with Prashant Mahajan, Founder of Zeta.io, a platform allowing product teams to collaborate and manage their products. They discuss the importance of customer feedback in product development, how AI is changing the game, and practical strategies for prioritizing c…
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Scott and Cameron discuss the importance of establishing a strong financial foundation. Discover why foundational savings are crucial for your financial well-being and learn about how life insurance can play an important role in these savings. Scott shares how saving this way allows you to utilize it to not only be prepared during emergencies, but …
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Relative Value in Municipal Bonds and their Issuers, with Jon Mondillo
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This week, we talk to Jon Mondillo, Head of North American Fixed Income at abrdn. He tells us about taking advantage of strong demand in the marketplace, relative value and perceptions of the interest rate cycle, and the implications that the extension (or lack of extension) of the Tax Cuts and Jobs Act will have on municipalities and municipal iss…
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#347 - Amenities that don't mean much to clients anymore
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Times are changing in our industry, as well as consumer behaviors, and the things that used to work just don't anymore. That is why today I want to shed some light on the amenities that don't hold the power that they used to, and give you the categories that used to be considered amenities that are now just par for the course and expectations of yo…
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Talking Business #27 Interview with Fred Thiele from Interactive
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Kamala Harris is raising money in record breaking amounts. HUGE relief to the RBA Board. Australia’s Q2 headline CPI inflation in line with market expectations. The big surprise was trimmed mean inflation. It undershot expectations to come in at 3.9%, down from 4% in March. Rex officially goes into administration, regional routes still running. Aus…
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E3: Stacking In Higher Rate Environment, Taxes, Trend Replication Update
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In this episode, the Get Stacked team, consisting of Rodrigo Gordillo, Corey Hoffstein, Adam Butler and Mike Philbrick delve into the intricacies of Return Stacking, market trends, and the impact of taxes on investment strategies. They provide detailed insights into their research and findings, discussing the implications of their work for the inve…
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Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice & Do The Hard Thing
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Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing Bio: Jerry Parker is the Chairman and Chief Executive Officer of Chesapeake Capital. Chesapeake is a Commodity Trading Advisor in Tampa, Florida. Chesapeake uses a diversified, systematic, trend-following approach. Chesapeake seeks to generate uncor…
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#51 Mastering New Zealand’s Commercial Property Market
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In this milestone episode of Inside Commercial Property, join Scott O'Neill, founder of Australia's leading commercial buyer’s agency, Rethink Investing, as he shares his journey of expanding into New Zealand. Co-hosted with Phil Tarrant, this episode features Todd Lauchlan, Managing Director of JLL New Zealand, offering unparalleled insights into …
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A small, but growing cohort of investors are taking mid-sized companies private and driving substantial margin improvements.By Bain & Company
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P90X Creator Tony Horton on the Secrets to Lifelong Fitness
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What comes to mind when you hear P90X workout and the term muscle confusion? In this episode, I had the immense pleasure of welcoming the legendary Tony Horton, creator of the P90X fitness program. Tony has transformed countless lives through his innovative and fun approach to fitness and also inspired me personally. Tony discusses his journey from…
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131 - Lessons on Learning From 365 Days of Duolingo
12:33
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Lessons on learning after hitting a 365-day streak on Duolingo - a popular gamified language-learning app. Subscribe Join Amy’s email list Support the Podcast https://pianopantry.com/patreon Transcript Find the full transcript and show notes (including any links mentioned) here:https://pianopantry.com/podcast/episode131 Send Amy a Voice Message…
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CRM Specialist: How to Make Your Emails Stand Out, Breaking Down Lifecycle Marketing & Remember to Brighten Your Customers’ Days
30:10
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In this Greatest Hits episode, host Lauren DeSouza is joined by Marketing Consultant, Elyssa Verhoogen. As a lover of lifecycle marketing, Elyssa has extensive experience in helping companies improve their customer relationships and drive revenue growth. She is currently the Senior CRM & Lifecycle Marketing Consultant at Dojo. And, prior to that, E…
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ROI Podcast | Episode 26 | Should Financial Professionals Feel Threatened or Empowered by AI? | Chris Jeppesen | July 29, 2024
34:04
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In this episode, Ryan talks to Chris Jeppesen, Chief of the Advisor Practice group at First Trust Chief of Advisor Consulting about what sets financial professionals apart from their peers. Reach us at https://www.ftportfolios.com/ Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/ Follow us on 'X' @ftportfolios…
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6 Reasons to Incorporate Before You're Ready
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This week, Scott and Cameron discuss the often-overlooked advantages of incorporating your business sooner rather than later. Drawing from personal experience and expert advice, Scott presents six compelling reasons why early incorporation can be a game-changer for business owners. Learn more about all six: Controlling Your Income Choosing Whether …
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The Human Capital Crisis in State and Local Public Finance, with Heidi Voorhees
52:15
52:15
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State and local governments are struggling to hire public finance professionals. Is this due to a shortage of qualified individuals, or something else? We talk with Heidi Voorhees, co-founder of GovHR USA and GovTempsUSA about recruiting strategies and how government agencies can incentivize professionals - from recent college grads to those workin…
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Do I really need a traditional financial advisor? | #163
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Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…
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#346 - Rethinking stylist goals and benchmarks for raises and promotions
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One of the things that is most challenging for salon owners right now is attracting top tier stylists, and let me tell you, it’s because those stylists are looking for something different than they were just a few short years ago! I want to talk about how you’re operating your salon to not only attract the best stylists, but to also retain the key …
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The Most Important Routine for Your Financial Success
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In this episode, we're covering strategies to help you work toward achieving financial independence, no matter where you are in your journey. We then discuss the Federal Reserve’s upcoming rate cut and provide three money moves to consider beforehand. Dr. Dan Pallesen also joins this episode to discuss behavioral finance and routines in an intervie…
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The Math Behind OSOs/DSOs Upfront Payments
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You've heard the chatter, the endless back-and-forth about OSOs. The truth is, while there are many reasons to join or not join an OSO, the financial argument in favor of joining is compelling when you consider the potential growth of a large upfront investment. In this 5-minute episode, I explain how a significant upfront payout can dramatically a…
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Talking Business #26: Interview with Sonia Shwabsky from Kwik Kopy
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What does the market anticipate in a potential Kamala Harris presidency? Reserve Bank of Australia governor Michele Bullock has warned that rapidly rising building costs are keeping inflation in Australia higher than overseas Calling CrowdStrike!! What’s the plan on reimbursing everyone for the lost revenue?? This outage cost the global economy bil…
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E57: Maybe DON’T take venture capital for your climate tech startup
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Every thriving ecosystem needs connectors, support systems—pollinators, in fact. This week, Molly is joined by Jon Bonanno, the managing partner of Factor, to talk about building great climate companies with a combination of human skills, networking and introductions, and smarter ways to raise money. Jon pivoted into climate tech after the attacks …
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“Rise Above The Fray” With Memphis Mayor Paul Young
49:34
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Memphis, TN is where I call home. A city that has much momentum, but also a city that has significant challenges. This episode is outside my normal focus of business and entrepreneurship, but I wanted to sit down with Mayor Paul Young to discuss his journey and these things head on. Discover his vision for transforming Memphis, a city rich in histo…
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