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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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The Tech Space interviews leaders and influencers from the European tech world, gaining their insights and perspectives in this dynamic and ever-changing space. The Tech Space is brought to you by Alex Partners, a European, founder-led, executive search consultancy based in Lisbon and London. Alex Partners work exclusively with some of Europe’s most innovative, high-growth, investment-backed, technology businesses in building their teams.
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The GDPR Guy - the podcast dedicated to all things privacy, hosted by Carl Gottlieb - the trusted privacy advisor to leading tech companies, helping them gain maximum advantage through the right privacy strategy. Each episode Carl will be providing information, insights and inspiration to help you on your privacy journey. You’ll find show notes and useful resources on the website, https://CarlGottlieb.com, as well as details for getting in touch with Carl directly.
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Fast Charge is a weekly show from the Tech Advisor team on all things phones (and sometimes other stuff too). Dom, Toddy, and the rest of the team will be here every week to run through the latest news and rumours for all things Android and iPhone, along with reviews, rants, and more.
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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The ERP Advisor

ERP Advisors Group

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The ERP Advisor presents timely information drawn from real world experience with software selections and implementations across dozens of industries. Topics include: ERP Software, Human Capital Management, Customer Relationship Management, eCommerce, Data Migration, and Blockchain and AI as they relate to ERP. The ERP Advisor is hosted by the independent and objective consultants of ERP Advisors Group. Never accepting commissions or kickbacks from any software vendors or implementation part ...
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Ground Breaking Podcast

Meister Media Worldwide

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The Ground Breaking Podcast, brought to you by the Global Ag Tech Initiative and Meister Media Worldwide, brings forth voices from across the agriculture technology space to discuss trends, best practices and innovative ideas driving the industry forward in a rapidly changing world. Hosted by Heather Tunstall, Co-Chair of the Global Ag Tech Initiative and Corporate Content Director of Meister Media Worldwide, the podcast is released monthly. Learn more at globalagtechinitiative.com.
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This is Founder Real Talk, where we get real about the challenges that founders and startup executives face, and how they've grown from tough experiences. Hosted by Managing Partner Glenn Solomon.
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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The Future is Built! Learn more at: https://thecontechcrew.com/ Welcome to The ConTechCrew, hosted by Jeff Sample! Here, we discuss innovation and all things construction tech, including hardware, software, devices, apps, and the strategies for applying them to construction projects. Tune in each week to get your latest construction tech news update. Follow us on social media and join the conversation: @TheConTechCrew
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*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
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Join tech industry mavericks and thought leaders, Monica Enand & Sejal Pietrzak, as they share insights and tools from their personal playbooks as Founders, Tech CEOs, and Board Chairs. Conversations will explore strategies around leadership, navigating private equity, time boxing, micro and macro trends shaping the business landscape, and game-changing tech trends, such as AI and the need for transparency. Season One features guest Hasan Askari, private equity founder and managing partner o ...
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The Channel CEO

Channel Program

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Welcome to the Channel CEO podcast, which brings together thought leaders and innovators revolutionizing the IT industry. Host Kevin Lancaster is a serial tech entrepreneur, angel investor, and strategic advisor to several high-growth tech companies focused on the channel. We sit down with “IT superheroes” each week to cover various topics. I will cover topics ranging from social selling and marketing to creating influence. And we will dig deep into their journey as entrepreneurs, how they v ...
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The Download

Tier4 Advisors

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Hosted by Tier4 Advisors' Founder & Chairman Jake Sherrill, The Download podcast features trending technology news, insights, and thought leadership from some of the best and brightest technology leaders. In addition to tech, be prepared for the occasional sports & movie reference as well. Tune in to stay up-to-date on the latest Data Center, Telecom, Managed Services, Cybersecurity, and Emerging Technology trends to assist your business with digital transformation - let's Tech about it!
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QB Power Hour Podcast

Dan DeLong & Michelle Long

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This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Michelle Long and Dan DeLong who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Thursday at 12:00 PM EST with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour we ...
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Startup50K

Cameron Burns

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The Startup50K podcast is an interview series for entrepreneurs, startup founders, corporate innovators. An app developer (the show host) and (often) a tech investor or advisor interviews a startup founder or corporate product owner building a tech company, an innovative new product or an interesting technology. In each show we talk about; raising capital, tech trends, working with developers, hiring staff and building world-changing companies.
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The Dynamist

Foundation for American Innovation

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The Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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10K Launch

10K Advisors, Nick Hamm, and Jared Miller

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10K Advisors show where your hosts, Salesforce MVPs Jared Miller and Nick Hamm, discuss Salesforce consulting, administration, development, and how how to start and continue your journey from "Admin to Entrepreneur."
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Real World IoT

151 Advisors (a Momenta Partners company)

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How can your company capitalize on IoT today? Tune in every other Wednesday to learn how to navigate the IoT ecosystem and identify proven solutions that will have an effect on your bottom line. Go from proof-of-concept to enterprise-wide deployment and monetize the Connect World.
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Welcome to Austin Eras, the podcast that unravels Austin's transformation into a 21st-century boomtown and explores its potential future. Brought to you by Collective Advisors, Austin Eras takes you on a journey through the city's evolving landscape and rich history, offering insights into its dynamic past, present, and future. www.austineras.com #Austin #Texas Austin Eras featuring Adam Flagg is brought to you by Collective Advisors. Collective Advisors offers investment advisory services t ...
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PROpulsion LIVE

Francois du Toit

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Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and ...
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JCU Conversations

James Cook University, Singapore

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JCU Conversations is James Cook University, Singapore’s premier podcast series — bringing to you discussions with successful leaders in the industry (across fields such as business, education, urban design, and more) while offering a deeper understanding of their personal lives, careers, inspirations, and approaches to success. Join our rotating chair of distinguished hosts as we find out: What makes these bright minds tick?
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Today we welcome special guest Siara (pronounced Sai-ra) Nazir, who is Head of Digital Marketing at Autodesk - a company we are all familiar with because of products like Autocad (that is just one of the hundreds of its brands of course)…Siara herself has been a marketer for close to two decades, and has done it all, from above the line to below the line and now digital marketing. We’re excited to be speaking with a practitioner to get a different perspective on martech and the challenges th ...
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ThinkEnergy

Hydro Ottawa

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Every two weeks we’ll speak with game-changing experts to bring you the latest on the fast-changing energy landscape, innovative technologies, eco-conscious efforts, and more. Join Hydro Ottawa’s Trevor Freeman as he demystifies and dives deep into some of the most prominent topics in the energy industry. Have feedback? We'd love to hear from you! Send your thoughts to thinkenergy@hydroottawa.com
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Quantum Innovation Podcast By Danii Oliver Explore the intersection of AI, leadership, and the journey to becoming a Tech CEO. Hosted by Danii Oliver, this podcast blends AI-driven insights with personal reflections on growth, innovation, and business strategy. Perfect for tech leaders and innovators seeking actionable ideas and forward-thinking perspectives.
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Welcome to Sparx, the show that empowers you with the latest research, strategies and tools to help you achieve exponential impact in every aspect of your life. Whether you're looking to advance your career, improve your relationships, leave a mark on the world or simply become the best version of yourself, this is where you need to start.
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Mentor List

The Mentor List

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A collaboration of business services and professional growth, we are dedicated to connecting the very best minds and insights in Australia in order to achieve greatness together.
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“Growth” has inundated the tech scene, but for many of us, it’s really just a phrase (and few can actually explain what it means). Drift’s Senior Product Lead, Matt Bilotti, is tired of just nodding and smiling at the term. So every other Wednesday, he meets with other growth experts for 30 minutes to learn how they drive revenue through all sorts of growth strategies, tactics, and channels. Tune in for insights from companies like Shopify, Disney+, and Github.
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Technopolis

Jim Kapsis, Molly Turner

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Technology is reshaping our cities—often without permission and sometimes without a clue. Hosted by urban innovation expert Molly Turner and startup advisor Jim Kapsis, Technopolis asks the questions nobody is asking about what needs to change for tech to help solve more problems than it creates.
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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Zero Bps

Tom anderson

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A question and answer podcast. Tools, tips, and resources to help you live your best financial life possible. Hosted by New York Times bestselling author, fin-tech founder, and a former top financial advisor, Tom Anderson.
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Join Laura Nicol (your host) as she dials into the stories of startup operators. Each podcast episode reveals the incredible, and often challenging journeys, of building and scaling tech startups across various functional areas. Together, we'll master the art of 'building the plane while flying it', drawing on experiences from leaders and rising stars at companies, including Tracksuit, Canva, Culture Amp, Atlassian, me&u, Airwallex, Eucalyptus, and more. Laura's day job is Chief of Staff to ...
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The Jason & Scot Show - E-Commerce And Retail News

Jason "Retailgeek" Goldberg, Publicis & Scot Wingo, Channel Advisor

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Join hosts Jason “Retailgeek” Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Founder and Executive Chairman of Channel Advisor, as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing.
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Tribe of Mentors is a short-form podcast series from Tim Ferriss, one of Fast Company’s “Most Innovative Business People” and an early-stage tech investor/advisor in Uber, Facebook, Twitter, Shopify, Duolingo, Alibaba, and 50+ other companies. The show highlights short life advice from the best in the world. The Observer and other media have named him “the Oprah of audio” due to the influence of his podcast, The Tim Ferriss Show, which has exceeded 500 million downloads and been selected for ...
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Beyond the Fog

Stepan Khukharev

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Join Stepan Khukharev as he guides you through the fog of business uncertainty. Subscribe now to 'Beyond the Fog' and transform the way you approach strategy and risk in your tech venture. Introduction. Host: Stepan Khukharev, strategic advisor. Purpose: Demystifying business strategy and risk management for tech leaders. Unique perspective: Blending legal expertise, startup experience, and international business acumen. Key Topics Covered: Disruptive innovation and staying ahead of the curv ...
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Centered on opening a conversation about the human side of leadership, Leila Ansart speaks with business and tech leaders about how they navigated uncertainty and setbacks and found the inner strength to persevere, despite huge challenges. Hosted by Leila Ansart, ACC, CEO, Executive Coach and Leadership Advisor
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Get your creative juices flowing with The Startup Ideas Podcast. Published twice a week, we bring you free startup ideas to inspire your next venture. Hosted by Greg Isenberg, CEO of Late Checkout and former advisor to Reddit and TikTok. Subscribe so you don't miss out. For more startup ideas, we created a database of 30+ startup ideas you can take at https://gregisenberg.com/30startupideas
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive into fixing real problems from real company owners and how those strategies are formulated. This episode, S…
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Sam Valencia, Jerry Zigmont and Joe Saponare discuss working with Apple technology and clients. Drawn from their combined experience of over 20 years in the Apple Consultants Network, they discuss technical support issues both with the technology and working with clients.By Joe Saponare, Sam Valencia & Jerry Zigmont
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EPISODE 434: We are in an exciting, transformative era where new technologies, like AI, are reshaping industries at every level. But is the construction industry truly prepared to embrace these advances without fear? In this week’s episode, Jeff Sample chats with Usman Shuja, the CEO of Bluebeam, about how AI and technology impact the construction …
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In this episode, discover actionable insights on how to strengthen your relationship management skills, enhance your communication, and master the art of listening to transform your business. We dive deep into overcoming fear, building courage, and how understanding your customer’s pain points can drive success. Whether you're looking to become a t…
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Today, I'm connecting with Deena Metz, Head of Customer Success at Flagship. For Deena, being at the nexus of a company is where she thrives, so she’s placed herself at the heart of an early-stage startup: customer success (CS). She’s one of 12 employees, building alongside Simon Molnar to establish Flagship as the backbone of retail operations in …
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Join us for an engaging conversation with John Coogan, Entrepreneur in Residence at Founders Fund, as we explore a wide range of moonshot ideas from Cybersecurity to moon Colonization to humanoid military robots Episode Timestamps: 00:00 Intro 01:57 Startup Idea 1: Cybersecurity for AI companies 11:37 Startup Idea 2: Moon-focused space startup 21:3…
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Unlock the secrets to maximising the value of AI tools in your business with our insightful conversation featuring Jeremiah Mannings. Understand why not every business problem needs an AI solution and how parallels can be drawn between today's AI and past technologies like blockchain. Discover the challenges organisations face in justifying the cos…
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Artificial Intelligence (AI) has changed dramatically in recent years. Today, AI is improving many industries and changing how we live. AI is now a key part of our future, making our lives easier and more efficient. But what is it that we need to look out for? What are some necessary measures to be taken to ensure a smooth and safe adoption of this…
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In this episode of NRG Insights, Marcus sits down with Duncan Kreeger, CEO of TAB, to uncover his journey from a qualified mortgage broker to a leader in the specialist lending market. Duncan shares insights from his two decades in financial services, including the ups and downs of running a business, building a strong company culture, and what it …
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Our daily lives are more and more connected online. This includes our utility grids. Jojo Maalouf, Hydro Ottawa’s Director of Cybersecurity and IT Infrastructure, joins thinkenergy to discuss the role of cybersecurity in the energy sector. From cybersecurity threats, like cyber warfare and ransom-seeking hacktivists, to the measures required to def…
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive into fixing real problems from real company owners and how those strategies are formulated. This episode, B…
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Send us a text In this episode, we host an insightful panel discussion with Guy Holwill, CEO and founder of Fairbairn Consult, and Zeyn Ally, a senior leader with decades of experience in financial services. Together, they explore the power of Client Experience (CX) as a transformative tool for financial advisory success. Guy shares his perspective…
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Join us on the Successful Minds Podcast as we sit down with Chet Galaska, an advocate for diabetes education and author of "The Diabetes Book: What Everyone Should Know." In this episode, Chet shares his personal journey with diabetes since 1981 and discusses the evolution of understanding this complex disease. We delve into the harmful myths surro…
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When people hear 'quantum physics,' they often think of sci-fi movies using terms like 'quantum realm' to explain away the impossible. But today we're talking about quantum computing, which has moved beyond science fiction into reality. Companies like IBM and Google are racing to build machines that could transform medicine, energy storage, and our…
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In this captivating episode of Moments With Foo, we are joined by the extraordinary Rina Trevi, a Vulnerability & Intimacy Guide who has carved a unique path through the realms of shibari, tantric bodywork, and spiritual exploration. Rina shares her journey from growing up in Russia with a traditional upbringing, to breaking free from the corporate…
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Austin has always been blessed with great community leaders and they’re often the driving force behind this vibrant city. One of the people who have been integral in helping foster this leadership is Jonny Rodgers, a Partner Agent with DEN Property Group and Franchisee of Small Sliders. We’re excited to welcome Jonny to show to learn more about his…
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Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms. Understand how to leverage patents and intellectual property to differentiate your business.…
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IFS began an exciting week of financial results with record growth for the third quarter ending September 30th, 2024. Microsoft followed suit, announcing results for the quarter ended September 30th, 2024. Blackbaud rounded out the financial results by announcing financial results for its third quarter ended September 30th, 2024. Epicor introduced …
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This Cybersecurity Awareness Month, tune into The ERP Advisor podcast where James McQuiggan, Cybersecurity Expert from KnowBe4, joins us for the fifth year straight. This year, he will tackle AI's evolving impact on organizational cybersecurity strategies. In this special episode, we will explore the cybersecurity risks of AI while understanding th…
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In this episode, Karen Gray interviews Sandy Joy Weston about leadership and the importance of leading oneself first. Sandy defines leadership as being intentional and showing up for oneself with unconditional love, kindness, and grace. She emphasizes the need for self-development and growth and the importance of leading by example. Sandy also disc…
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Join me as I chat with Blake Anderson, Co-Founder of Apex, as we discuss his frameworks and strategies for building and scaling viral AI Apps. Learn his step-by-step formula creating viral apps. Episode Timestamps: 00:00 Intro 02:59 Why build AI Apps 04:58 Startup Idea 1: Career AI 08:19 Blake's framework for building Viral AI Apps 10:38 Finding in…
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Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations a…
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In this episode, Jeffrey talks to Mel Reyes, CEO of Elite Technical Concierge. Mel’s background is deep, with expertise in helping organizations build successful security programs with limited resources. He also heads a nonprofit organization, Fellowship of Digital Guardians that seeks to elevate awareness of IT, cybersecurity and compliance domain…
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Fresh off Intuit Connect, Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks c…
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In this episode, we examine the Qualtrics Consumer Trends Report 2024 and uncover three major tensions transforming customer experience. From the gap between AI and human connection to the digital support crisis and evolution of the consumer feedback, we'll explore practical solutions to help businesses navigate this critical landscape. Telegram ch…
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A recent interview with Shawn Windle, Founder and Managing Principal of ERP Advisors Group, and TechTarget’s Jim O’Donnell revealed an optimistic future for Epicor. Connect with us! https://www.erpadvisorsgroup.com 866-499-8550 LinkedIn: https://www.linkedin.com/company/erp-advisors-group Twitter: https://twitter.com/erpadvisorsgrp Facebook: https:…
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Founder Jean Mayland tells us about the innovative My Angel Alert Band and how it can transform emergency care and response times. 📘 Download our FREE book: The 3-Pillar System to Scale Your Business to 7 Figures. International best-selling book Be Good, Be Brief, Be Gone—available for free at https://bit.ly/3X2vWaO ✅ Subscribe To Our Channel: http…
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In a recent interview, ERP Advisors Group Founder and Managing Principal Shawn Windle offered insights from attending the Acumatica Summit 2021 in Las Vegas. Connect with us! https://www.erpadvisorsgroup.com 866-499-8550 LinkedIn: https://www.linkedin.com/company/erp-advisors-group Twitter: https://twitter.com/erpadvisorsgrp Facebook: https://www.f…
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EP321 - Amazon Q3 2024 Earnings Recap In today’s episode of the Jason & Scot Show, Jason and Scot dive into the latest developments shaping retail, tech, and consumer trends heading into the 2024 holiday season. Here’s a breakdown of the topics covered in this jam-packed discussion: Amazon Q3 2024 Earnings Release Amazon Q3 2024 Earnings Call Trans…
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In this comprehensive episode of Command Control Power, hosts Joe, Jerry and Sam engage with Tim Pearson of Creative Techs, covering a wide spectrum of Managed Service Provider (MSP) operations and beyond. Key topics include the integration and optimization of MDM and RMM tools, the benefits of automation in ticketing and backup management, and the…
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EPISODE 433: Imagine a construction site where every tech tool talks to each other seamlessly–no re-entry, no manual updates–just data flowing effortlessly. Sounds ambitious, right? In this episode of The ConTech Crew, Nathan Wood and I sit down with Nick Caravella, Director of Growth and Industry Strategy at Avicado, a company dedicated to helping…
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In this episode, leadership coach and endurance athlete Nate Bailey shares his approach to helping entrepreneurs and business leaders unlock their full potential. Nate dives into his Unleash the Leader program, detailing how physical challenges and mindset shifts can reignite passion and drive high achievers to new levels of success. Listen as Nate…
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Join us for an engaging conversation with Cody Schneider, Co-Founder and CEO of Swell AI, as we explore a wide range of AI startup ideas and business opportunities Episode Timestamps: 00:00 Intro 01:46 Startup Idea 1: AI-Generated UGC Ads 16:10 Startup Idea 2: AI Infographic Generator 21:14 Startup Idea 3: AI Journaling App 30:10 Startup Idea 4: No…
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Thinking about a career in physics? For the latest episode of SparX, we are joined by JEE AIR-1 achiever and Director of International Centre for Theoretical Sciences, Rajesh Gopakumar. Tune in for an insightful episode to learn more about a career in and the landscape of physics. Resource List - More about Rajesh Gopakumar - https://www.icts.res.i…
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In this episode of NRG Insights, Marcus Nanson is joined by Colin Horton, a valuation expert who’s challenging industry norms in lending valuations. Colin brings a unique perspective on the mortgage and property markets, shaped by his own experiences and his unconventional approach to valuations. From his beginnings in the industry to founding his …
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive into fixing real problems from real company owners and how those strategies are formulated. This episode, A…
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive into fixing real problems from real company owners and how those strategies are formulated. This episode, T…
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Send us a text In this episode of PROpulsion LIVE, we explore how financial advisers and planners can expand their income with alternative revenue streams. As the industry evolves, traditional models like asset-based fees and commissions aren’t always enough. Many advisers are finding value in diversifying their offerings to include subscription-ba…
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Join us on the Successful Minds Podcast as we dive into the world of networking with Michael Forman, a leading expert and engaging communicator who makes networking both fun and profitable. Author of "Networking Unleashed," Michael shares his insights and strategies for effective networking that drives results. In this episode, we explore the inspi…
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Patrick Spencer, Managing Director of Moneytree Software, joins Mike Langford to explore how financial advisors can enhance client relationships through technology. They discuss the evolution of Moneytree, the importance of goals-based planning and Monte Carlo simulations, and the critical role of communication in building trust with clients. The c…
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In this conversation, author and speaker Dana Diaz shares her journey of overcoming narcissistic abuse and finding her purpose. She defines leadership as being a good role model and emphasizes the importance of saving oneself physically and mentally. Dana encourages others to pursue their dreams and not limit themselves based on others' expectation…
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When voters head to the polls next week, tech policy won't be top of mind—polling shows immigration, the economy, abortion, and democracy are the primary concerns. Yet Silicon Valley's billionaire class is playing an outsized role in this election, throwing millions at candidates and super PACs while offering competing visions for America's technol…
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EPISODE 432: Is your construction process as efficient as it could be? In this week’s episode, Wyatt Jenkins, Chief Product Officer at Procore, shares insights into how Procore is revolutionizing the construction industry with its latest innovations and what to expect at Groundbreak 2024. With deep roots in construction, Wyatt brings a personal tou…
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Today's episode is part of a series of six interviews recorded at the Oracle CloudWorld and SuiteWorld conferences which were held in Las Vegas, September 2024. I encourage you to subscribe and add them all to your playlist! In this episode, I speak with Brian Chess, SVP Technology and AI, of Oracle NetSuite. Brian oversees the development and oper…
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I’m joined by Jordan Mix, Operating Partner at Late Checkout, to discuss how to build swipe files and how to remix successful strategies. Jordan breaks down why these marketing funnels work and the anatomy of a successful funnel. Episode Timestamps: 00:00 Intro 01:27 Why build Swipe Files 04:00 Example 1: Tweets 08:40 Example 2: DTC Product 12:10 E…
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In this episode of She Is CEO, Dr. Julie Ducharme speaks with Vanessa Raymond, an international speaker, author, confidence coach, and business owner. Vanessa shares her inspiring journey from performing on stages around the world to becoming a powerhouse in the fitness and wellness industry. They discuss the unique challenges and rewards of balanc…
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In Episode 123 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with John Giles, the President of ISV Round 2 POS, to talk strategy and leadership. Among the topics discussed are choosing a strategy designed to be radically different from your competition, how to implement your strategy, and the importance of frequently running tests to ensur…
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Ted Howland, Vice President, Group Sustainability at CapitaLand Investment joins us in this episode of JCU Conversations! Mr Howland, a Stanford-trained engineer, shares about how engineering and sustainability work together, the future of sustainability, why he’s optimistic about what’s to come and some surprising fun facts. This episode’s host: R…
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In this episode of Command Control Power, the hosts discuss leveraging Addigy to replicate some features of Watchman Monitoring, particularly focusing on business efficiency. Jerry initiates the topic by sharing his experience of transitioning from Watchman to Addigy due to development and costs. He highlights the useful features of Addigy, such as…
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