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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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Podcast by Jeff Zufall
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Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams. I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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In 2003, at the request of long time clients, Kip Herriage officially launched an investment newsletter, the Vertical Research Advisory (VRA), which he has Published and Edited for the past fifteen years showing my valued Subscribers EXACTLY how to demolish the stock market year in and year out.
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Welcome to the DealMakers show, hosted by Alejandro Cremades. Alejandro is a serial entrepreneur, best-selling author, and cofounder at Panthera Advisors (M&A and fundraising advisory). On this podcast you will find weekly interviews with entrepreneurs that have been very successful at raising capital or getting their company acquired. You can learn more at https://alejandrocream.wpengine.com
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How much more successful would you be if you had lunch once a week with an insanely successful entrepreneur who shared their biggest secrets on how they think and achieve success? Well, now you can! Grab your seat at the table as successful entrepreneurs reveal their step-by-step strategies, fascinating stories, travel hacks and other delicious tidbits each week with serial entrepreneur/business strategist, Roland Frasier.
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Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an ...
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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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You're focused on making important decisions to take your company to the next level, but who's counting? We are. Counting on trends and insight to move your business forward, operationally and strategically. Focused on helping executives achieve their highest potential, But Who's Counting is a podcast shedding light on and breaking down critical issues and opportunities for businesses in our rapidly changing economy. Brought to you by Anders CPAs + Advisors.
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Leading practitioners in risk management share their knowledge and experiences. In each episode we'll cover topical risk issues or interview a leader in the field. Feedback and input are always welcome - tell us who you'd like to hear from and what subjects are of particular interest. Enjoy! Audio track: 'Saturn' by Marsel Minga
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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Welcome to Stock Talk, bringing you all the latest news and advice for livestock producers. Each month, livestock specialists will discuss current issues, opportunities and options for producers. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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Welcome to Cropcast, bringing you all the on crops and soils. Each month, SAC Consulting advisor, Tiffany Mactaggart will be joined by a range of industry experts, bringing you timely updates and the latest research to help you make decisions in the field. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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The Artist Advisory Hotline is a podcast for artists who want to grow their career and are interested in valuable guidance and honest answers from leading experts. Join host Marina Press Granger, founder of The Artist Advisory, as she interviews gallery directors, curators, art consultants, artist advisors, artists, and other experts.
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This podcast is designed to give you the tools, strategies, and mindset to set your own benchmark and achieve success in your business endeavours. Whether you’re just starting out or looking to take your business to the next level, the Meaning Business Podcast is here to help you learn, grow and take action towards achieving your goals.
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Cg Business Advisor tackles the important issues affecting businesses and individuals right now. In our twice monthly episodes, we bring in industry experts to discuss topics ranging from tax implications on new (and ever-changing) legislation, cybersecurity in a post-pandemic world, marketing in a virtual environment and beyond
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Managing your law practice can be challenging. Marketing, time management, attracting clients and all the things (besides the cases) that you need to do, but aren't billable. Welcome to this edition of "Un-Billable Hour" ...the law practice advisory podcast! This is where you'll get the information you need from expert guests and host Christopher T. Anderson.
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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.
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Peter Towers, creator of ESS BIZTOOLS, tools written for accountants so they can quickly and easily offer business advisory services to their SME clients, presents news topics that accountants should be aware of if they work with SME clients.
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This is a podcast about hill farming in Scotland, brought to you by the Scottish Farm Advisory Service. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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More than 750, 000 hectares of land in Scotland is in crofting tenure. In this Crofting Matters series, hosted by Siobhan Macdonald, we will explore all aspects of crofting. Covering seasonal and topical issues, crofting agriculture, regulation, wildlife, support and other associated businesses. Producer Ashleigh Forster, Editor Ross Mackenzie , Executive Producer Kerry Hammond. In association with The Scottish Government. Scotland’s Farm Advisory Service is funded by the Scottish Government ...
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Farming is a way of life, and is as much about the people as it is the land, crops and livestock. In this Agri Culture podcast series presented by Mary-Jane Lawrie and produced by Kerry Hammond for The Farm Advisory Service, we will uncover compelling and intriguing stories of a range of inspirational people from within the farming community. Join us in conversation to find out what drives them and their businesses, where they get their inspiration from, and what they love about the culture ...
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A quick and topical discussion about your CAS practice, with your host Roman Villard. We'll cover high-level accounting, advisory, and operational frameworks to grow your CAS practice in less than 5 minutes.
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A podcast about the inflection points that shaped some of the most significant companies of our time. Crucible moments are pivotal decisions that determine your trajectory. In Season 2, hear from founders and leaders like Steve Chen of YouTube, Drew Houston of Dropbox, Frank Slootman of ServiceNow and Tony Xu of DoorDash, Steve Huffman of Reddit and more about how they navigated the challenges and opportunities that defined their stories. Hosted by Roelof Botha of Sequoia Capital. The conten ...
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Welcome to Bundy Group Insights, the podcast that takes you behind the scenes of the latest developments in mergers and acquisitions, capital raises, economic, business, and industry-specific trends. Our goal is to provide you with an understanding of the strategies that drive business value creation in today’s dynamic M&A market. Each episode is packed with expert opinions, in-depth analysis, and insightful conversations. Brought to you by Bundy Group, a premier investment bank and advisory ...
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Joe Lowry (@globallithium on X aka Twitter & IG) and known as "Mr Lithium" is a 30 plus year industry veteran and founder of the advisory firm Global Lithium LLC. Joe hosts the original lithium podcast featuring high level guests from the lithium chemicals industry, battery, cathode, and related areas. The Global Lithium Podcast remains the 'go to' offering in this space and has been downloaded in 181 countries.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Real Estate/ Business
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financ ...
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Leading in the Immigration Industry since 2009! Our team of UK immigration lawyers consult clients for various UK visa categories – from business – to student – to family visas. We offer end-to-end advisory services concerning personal/business migration. We also work on refusal cases and assist in filing an appeal. The SmartMove2UK provides full representation service for a successful immigration journey. If you want to invest, do business, study, work or visit, make The SmartMove2UK by app ...
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Succession Stories is an award-winning podcast guiding entrepreneurs from transition to transaction hosted by Laurie Barkman, The Business Transition Sherpa®. Succession Stories explores the entrepreneurial stages of a business from growth to maturity focusing on value creation, exit planning, succession, and M&A for owner-led companies. If you are an entrepreneur looking for inspiration to create a more valuable business, or an owner who wants to figure out the best way to transition or sel ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
…
continue reading
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events! Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments an ...
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Andersen in Nigeria is an independent tax, transfer pricing and accounting advisory services firm with a worldwide presence through the member firms and collaborating firms of Andersen Global.
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Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien
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Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …
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Welcome to a new episode of Business Lunch! In this episode, hosts Ryan Deiss and Roland Frasier dive into the importance of community, especially for entrepreneurs. They discuss the transformational power of getting together in person and how masterminds and advisory boards can significantly impact your business growth. From discussing large-scale…
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It's no secret that climate change has had a massive effect on population health, but it’s also impacting healthcare business. Did you know that energy costs have gone up by 28% in the past five years? Health systems in particular can shave percentage points off their annual costs by reducing their energy consumption—but there is both a knowledge g…
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VRA Investing Podcast: Markets Hit All-Time Highs Ahead Of The Long Weekend - Tyler Herriage - August 30, 2024
19:22
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In today's episode, Tyler recaps an eventful month of August for our markets, and what we can expect from the upcoming month of September. Tyler dives into the impressive rally to end the month from our major indexes and especially from the semiconductors. Plus, we'll analyze the upcoming jobs report and its potential impact on market sentiment and…
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Welcome to a new episode of Business Lunch! Today, hosts Ryan Deiss and Roland Frasier delve deep into the practical applications and the realistic expectations of artificial intelligence in business. They discuss the current state of AI, debunking the hype and exploring its genuine impact on productivity and business strategy. From investment insi…
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John Clendening On Helping Scale Schwab Bank And Raising $225 Million To Build Earned Wealth, A Tech-Driven Financial Services Firm For Doctors
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In a captivating conversation with John Clendening, we delve into his incredible journey from the beaches of Florida to leading multi-billion-dollar companies and venturing into the startup world. John shares his unique perspectives on leadership, the art of bringing differentiation in segments, and his experiences in corporate giants and agile sta…
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In this episode, host Robert Ramsay speaks to Graham Lofthouse, beef and sheep farmer from Bankhouse Farm in the Scottish Borders, and winner of the AgriScot Scottish Sheep Farmer of the Year award 2016. Robert and Graham discuss the strategies and challenges of rotational grazing systems, lamb growth, flock efficiency, genetics and how Graham esta…
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In this episode, host Robert Ramsay speaks to Graham Lofthouse, beef and sheep farmer from Bankhouse Farm, in the Scottish Borders, and winner of the AgriScot Scottish Sheep Farmer of the Year award 2016. Robert and Graham discuss the strategies and challenges of rotational grazing systems, lamb growth, flock efficiency, genetics and how Graham est…
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AM380 - The Critical Role Of Accountants In Supporting SMEs
17:33
17:33
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The success of SMEs in challenging economic times is increasingly tied to the advisory services provided by accountants. High interest rates, inflation, and business failures are creating significant hurdles, and many SMEs lack the fiscal management skills needed to navigate these issues. Accountants can play a vital role by offering continuous, ye…
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VRA Investing Podcast: We'll dive into a mixed day of trading heavily influenced by Nvidia's recent earnings. - Kip Herriage - August 29, 2024
4:57
4:57
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In today's episode, We'll dive into a mixed day of trading heavily influenced by Nvidia's recent earnings report which slightly missed whisper numbers, causing a notable market reaction. Despite a brief pullback, the Dow Jones finished up 243 points, showing continued broadening in the market.
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For the ninth episode of Margin Maximizers, we try something slightly different with a CLIP SHOW—a little "best of" that takes you behind why Karen and Soonah started Margin Maximizers. We discuss: One Source of Truth The User Experience Common Pitfalls At the end of the episode, we have a sneak peek of what's up next—spoiler alert—it's a guest! If…
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Natural Capital - The Royal Highland Education Trust
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The Royal Highland Education Trust (RHET) is a charitable organisation that looks to bring farming, the working countryside, and Scotland’s Natural Capital to life for young people. The trust aims to connect Scotland’s youth to the countryside, and give insight into food, farming and countryside management in Scotland. The trust achieves this throu…
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Mark Swanson On Helping Build A Company To $2+ Billion Valuation And Now Building The World’s First Virtual Studio Network
27:55
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In the world of startups, where every decision can lead to success or failure, the stories of resilience, innovation, and purpose often stand out the most. Mark Swanson, an entrepreneur with a journey spanning several decades, exemplifies these qualities. Mark's latest venture, Vu Technologies, has attracted funding from top-tier investors like Acc…
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ServiceNow ft. Frank Slootman and Fred Luddy - From Starting Over at 50 to Dodging a $150B Mistake
42:12
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In 2004, bankrupt after the company where he’d previously worked had imploded, Fred Luddy decided to start over as a first-time founder at age 50. His vision was to reinvent the nascent IT software field for the cloud era. What started as simple help desk replacement software would eventually become a ~$150B market cap company powering digital work…
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Social Security needs to be fixed and someone needs to step up and be a leader to make the changes needed. Who is going to be that leader? Will it be Trump or Harris? Or, perhaps it will be Biden as he finishes his term as President. Tune in as we discuss these possibilities.By Dan Wendol
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VRA Investing Podcast: Our Bullish Outlook. Yes, We Are in the Roaring 2020's - Kip Herriage - August 28, 2024
30:47
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Today we have a loaded episode covering economic and market insights that you won't hear in the mainstream media. Kip takes a deep dive into the strong reasons to be bullish about the economy and the stock market, much credited to Trump's economic policies that are still in place and the ongoing "innovation revolution." Tune into today's podcast to…
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Authors in August: “Games” with C. Thi Nguyen
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Games have always been central to the human experience, shaping the way we think, interact, and understand the world. This week, as part of our Authors in August series, David welcomes back philosopher C. Thi Nguyen to explore the deeper implications of games in our lives. From ancient pastimes to modern video games, we delve into why games matter,…
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#228 - The Arabian Gulf's Expanding Conflict + Modi's Visit to Ukraine
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John Fowler and Jacob Shapiro dive into the current geopolitical landscape, beginning with a lively discussion about the Democratic National Convention and Kamala Harris's rising poll numbers. They touch on the ongoing conflict in the Arabian Gulf, examining the Red Sea Tanker attack and its implications for global shipping. They also speculate on …
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Crofting Matters - Livestock Disease Risks on Crofts
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47:44
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Disease risk in livestock, and biosecurity is something we perhaps don’t consider as much in crofting areas as farmers might in more intensive systems. Crofting tends to be more extensive, with lower densities of stock, but we often share bulls, and graze on common ground. In this episode I’m joined by Kythe MacKenzie, who is a vet with SRUC, and K…
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Disease risk in livestock, and biosecurity is something we perhaps don’t consider as much in crofting areas as farmers might in more intensive systems. Crofting tends to be more extensive, with lower densities of stock, but we often share bulls, and graze on common ground. In this episode I’m joined by Kythe MacKenzie, who is a vet with SRUC, and K…
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Ep #248 - I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
27:39
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Mailbag Question: “I’d like to give more money to a couple different charities this year, but my tax person said it wouldn’t help my taxes. Is there a way I can make a gift that reduces my taxes?” Intro: “There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question abo…
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The Fine Line Between Clickbait and Effective Marketing
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Welcome to a new episode of Business Lunch with Roland Frasier and Ryan Deiss! Today, we dive deep into the nuances of direct response marketing, the importance of knowing your ideal client, and how this understanding transforms your brand messaging. Whether it's discussing the delicate balance between high-end perception and effective market reach…
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VettaFi’s Cinthia Murphy: Future of ARK Invest?
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Cinthia Murphy, Investment Strategist at VettaFi, offers perspective on the future of ARK Invest and Cathie Wood.By ETF Prime
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Talking ETFs with Bloomberg’s Eric Balchunas
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Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence, discusses his top ETF stories, industry “white space”, crypto ETFs, and much more.By ETF Prime
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Talking ETFs with Bloomberg’s Eric Balchunas
1:10:51
1:10:51
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Bloomberg’s Eric Balchunas discusses his top ETF stories, industry “white space”, crypto ETFs, and much more. VettaFi’s Cinthia Murphy offers perspective on the future of ARK Invest and Cathie Wood.By ETF Prime
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Michael Marks On Scaling A Company To $25 Billion In Revenues And Creating A $1.1 Billion AUM Deep Tech Venture Fund
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In the business world, some stories stand out not just for their success but for the bold decisions and risks that paved the way. Michael Marks, founding partner at Celesta Capital, is one such figure whose journey from Missouri to Silicon Valley is about the spirit of entrepreneurship and the transition from operator to investor. His career, marke…
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Is Your Small Firm Missing A Chief Financial Officer? Rent One.
45:11
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How are you doing? Not you, personally, your business. Do you know? Because many small businesses, including small law firms, don’t have a true CFO, someone who doesn’t just do your taxes, but who helps you understand your business, your bottom line, and your future. Danielle Hendon is the founder and CEO of 4 Corners CFO, bringing the benefit of “…
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Loch Leven's Larder is an enterprise combination of a farm shop that is supplied by its own home farm. Since 2005, the larder has put community and sustainability at the forefront of its operations, to provide the Loch Leven area a place to enjoy locally sourced healthy food in a relaxed atmosphere with views of the land that produced their food, a…
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Sierra Co-Founder Clay Bavor on Making Customer-Facing AI Agents Delightful
1:12:31
1:12:31
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Customer service is hands down the first killer app of generative AI for businesses. The reasons are simple: the costs of existing solutions are so high, the satisfaction so low and the margin for ROI so wide. But trusting your interactions with customers to hallucination-prone LLMs can be daunting. Enter Sierra. Co-founder Clay Bavor walks us thro…
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220: Why AI in healthcare is more than just ChatGPT
26:04
26:04
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We’ve talked a lot about AI on Radio Advisory, with a particular emphasis on generative models and their capabilities. But are there other models of AI that are flying under the radar? Today’s episode focuses on computer vision and its potential to shift how we think about the use of technology in healthcare. For the second episode in our series le…
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AI & Future of Accounting - Interview from Hannah Smolenski CPA
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Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/
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AM379 - Tradie Charge Out Rate Calculator: ABSOLUTE GOLD!
13:47
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In this episode of the ESS BizTools podcast, host Peter Towers, Managing Director of ESS BizTools, introduces the Tradie Charge Out Rate Calculator, a powerful tool designed to help tradespeople accurately determine their charge-out rates. The article emphasises the importance of setting rates that not only cover costs but also ensure profitability…
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VRA Investing Podcast: Dow Record Close. All Eyes Now On Nvidia - Tyler Herriage - August 26, 2024
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In today's episode, Tyler breaks down the day's stock market action where the Dow Jones hit a record high, despite some early trading hesitancy. He also previews the week's significant earnings reports and the latest look at inflation with the Fed's favored indicator, PCE inflation data out Friday. Tune into today's VRA Investing Podcast to learn m…
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Steve Magami On Raising $500 Million To Build A Superfruit Platform To Provide Customers With Healthier Snacking Options
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Steve Magami was born in Tehran and raised in the sunny suburbs of Southern California. His journey is about determination, adaptability, and the spirit of innovation. In this exclusive interview, Steve talks about raising more than $500M and scaling a company in an industry where he was an outsider. He also talks about culture, team building, and …
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Bhavin Shah On Raising $315 Million To Build An AI Platform To Automate And Streamline Enterprise Workplace Support
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For Bhavin Shah, a serial entrepreneur with a remarkable career, the paradox of Silicon Valley was his playground. In this exclusive interview, he talks about his experiences meeting Steve Wozniak in sixth grade and going through the motions of starting, financing, scaling, and exiting companies. Bhavin's latest company, Moveworks, has attracted fu…
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In this episode, we'll dive deep into strategies for making your retirement savings last a lifetime. Discover how to set realistic spending goals, optimize investment portfolios, and navigate potential market fluctuations. We'll also discuss the importance of creating a sustainable income stream and exploring alternative retirement options.…
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In this episode, we dive deeper into common estate planning mistakes. We'll discuss the pitfalls of outdated wills, the importance of naming beneficiaries for retirement accounts, and the risks of joint ownership without proper planning. Join us to learn how to avoid these costly errors and ensure your legacy is protected.…
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You may not be the recipient of an Olympic gold medal and now staring at the tax consequences of your athletic feat, but if you still have tax consequences of your own to consider. Capital Advisory Group has been helping Small Business owners grow and protect their businesses for nearly 50 years, recognizing the critical contributions of America’s …
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Rob Bearden On Building Billion-Dollar Companies And Raising $30 Million To Co-Create A Platform That Leverages AI Agents To Transform How People Work
40:16
40:16
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Rob Bearden's journey is one of innovation, leadership, and relentless pursuit of growth. From his early days at Oracle to his most recent venture, Sema4.ai, Rob has been at the forefront of technological transformation across multiple industries. In this exclusive interview, Rob dives into his experiences, the lessons he learned when building and …
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In this episode, discover essential strategies to ensure a comfortable and fulfilling life after work. From calculating your retirement savings needs to diversifying your investments, we'll provide actionable insights to help you achieve your financial goals.By Rob Kirvan
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VRA Investing Podcast: Strong Week For The Market and J Powell's Big Day - Kip Herriage - August 23, 2024
28:23
28:23
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In today's episode, Kip breaks down the week's strong stock market action and the key market drivers leading our market higher from here. He also covers J Powell address at Jackson Hole today and what is next for the Federal Reserve. Lastly, Kip discusses RFK Jr.'s important speech this afternoon and what it means for the Trump Campaign. Tune into …
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