Best CEPA Podcasts (2024)

1
Empowering Female Leadership: Insights from RAYNE IX Founder Kiley Peters 40:27

10h ago40:27

40:27

In this episode of "The Retirement Fiduciary," Adam Koos sits down with Kiley Peters, the visionary behind RAYNE IX, for a compelling conversation on her journey from leading a thriving marketing firm to founding a consultancy focused on empowering women in leadership roles. Kiley shares her personal evolution, emphasizing the shift in her definiti…

1
US appeals court cancels Inhance TSCA PFAS orders: How we got here and what it means 44:09

2d ago44:09

44:09

This week's Chemical Watch News & Insight podcast takes a deep dive into a recent ruling from the US Court of Appeals for the Fifth Circuit in the case of Inhance Technologies v US EPA. In this episode, North America managing editor Kelly Franklin and senior editor Terry Hyland discuss the history and potentially broad implications of the court's c…

1
Embracing Community as a Key Differentiator with Randy Cohen, CRPC® 34:45

2d ago34:45

34:45

Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…

1
Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX 40:31

10d ago40:31

40:31

In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …

1
🌟 From Loss to Legacy: Adam Koós Reveals All on 'The Phillip Show' 🌟 38:45

20d ago38:45

38:45

Discover the journey of how tragedy transformed into the 'My Promise Kit' initiative. Adam shares the powerful story of starting his career, the unique 'front page' business philosophy, and turning personal loss into a mission to impact lives. #AdamKoós #MyPromiseKit #LifeLessons #InspirationalStories" Libertas Wealth: https://bit.ly/3HpmN2o Subscr…

1
Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress 36:09

16d ago36:09

36:09

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…

1
Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD 41:27

22d ago41:27

41:27

Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…

1
Navigating FAFSA and College Scholarship Opportunities with Amber Gilsdorf, College Advisor with Estrella Consulting 48:51

29d ago48:51

48:51

Join us on the Retirement Fiduciary podcast as Amber Gilsdorf, College Advisor at Estrella Consulting, delves into the inner workings of FAFSA and unveils strategies for securing college scholarships. Amber highlights the origins of financial aid and underscores the pivotal role Financial Advisors play in guiding families through this process, brid…

1
From Music to Becoming a Wealth Advisor: Riffing with Matt Zeigler 47:51

1M ago47:51

47:51

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…

1
European Commission debates the REACH revision, Taiwan urges early registration and the US EPA reviews scientific integrity 32:35

1M ago32:35

32:35

This week's Chemical Watch News & Insight podcast dives into some of the latest developments out of the European Commission, Taiwan and the US EPA. In this episode, senior correspondent for Europe Clelia Oziel discusses action behind the scenes as the European Commission debates the REACH revision, polymer registration, essential use of chemicals a…

1
Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards 35:04

1M ago35:04

35:04

Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…

1
2024 Global Outlook: Developments to watch this year in China and India, plus key scientific issues 26:25

1M ago26:25

26:25

This week's Chemical Watch News & Insight podcast marks the third and final part of our 2024 Global Outlook special edition series. In this episode, we discuss developments to watch in India and China, as well as key scientific issues in the EU and elsewhere.

1
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS 32:41

1M ago32:41

32:41

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…

1
Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration 23:33

2M ago23:33

23:33

Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of …

1
Everything You Need To Know About Required Minimum Distributions (Understanding RMDs) 14:38

2M ago14:38

14:38

Welcome back to "The Retirement Fiduciary" with Adam Koos. In this episode, Adam simplifies the complexities of Required Minimum Distributions (RMDs), providing insights on when and how much to withdraw. He highlights the penalties of non-compliance with your RMD withdrawal schedule, and demystifies the Uniform Lifetime Table, offering clarity on d…

1
Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management 35:47

2M ago35:47

35:47

Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to…

1
2024 Global Outlook: TSCA key developments, EU chemicals policy 26:21

2M ago26:21

26:21

Welcome to the second of three special editions focused on our 2024 Global Outlook series of articles produced by the Chemical Watch News & Insight team. In this episode, North America managing editor Kelly Franklin and Europe managing editor Leigh Stringer join senior editor Terry Hyland to discuss the outlook this year for TSCA in the US and chem…

1
The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup 36:23

2M ago36:23

36:23

Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who…

1
The Top 10 Financial New Year's Resolutions for 2024 20:21

2M ago20:21

20:21

Welcome to the inaugural episode of "The Retirement Fiduciary" with your host, Adam Koos. In this episode, titled "The Top 10 Financial New Year's Resolutions for 2024," Adam delves into key strategies for achieving financial success in the year ahead. From the fundamental importance of saving more money and paying off debt to the critical need for…

1
Special episode: 2024 outlook for PFAS in the US, transport and storage, UN developments 39:17

2M ago39:17

39:17

The Chemical Watch News & Insight podcast is back! Welcome to the first of three special editions focused on our 2024 Global Outlook series of articles produced by the Chemical Watch News & Insight team. In this episode, North America desk editor Julia John, transport and storage managing editor Peter Mackay, and Europe managing editor Leigh String…

1
Welcome to The Elevate Your Business Podcast! 1:03

2M ago1:03

1:03

How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Busines…

1
Leaning Into Your Advisory Superpowers: Solutions from Alisa Maute, CIMA®, CAIA℠ 24:29

2M ago24:29

24:29

Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Ac…

1
Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin 34:08

3M ago34:08

34:08

Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is …

1
The Benefits of Hourly Financial Planning 42:47

3M ago42:47

42:47

Today’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model. If you’d like to watch the video version and …

1
How AI is Changing the Sale of a Business 41:10

4M ago41:10

41:10

The advent of Artificial Intelligence (AI) is changing the way we do business. It has impacted the business of selling businesses as well. In this episode we go international as I interview a world renowned expert in business consulting, Dr. Joe O'Mahoney, Professor at Cardiff University in Whales about the impact of AI on business consulting and s…

1
The Greatest Income Tax Incentive EVER (and it's Going Away) with Andrew Doup 38:58

4M ago38:58

38:58

Adam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones! What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON. But how are Qualified Opportunity Zones determined and which investors can benefit most fro…

1
The Best of Active Advisor 2023 36:05

4M ago36:05

36:05

Welcome to this special Best of 2023 episode of The Active Advisor podcast brought to you by Harbor Capital, with your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital. As the year winds down and the new one is around the corner, let’s spend some time casting the mind back to some of the amazing guests who’ve graced this show and the…

1
Working Capital Discussion for Business Brokers With Treve Kinsey 33:41

4M ago33:41

33:41

Working Capital is something that all too often is the reason the sale of a business fails. This episode is designed for Business Brokers and M&A professionals to discuss the need for addressing Working Capital early on in the transaction to increase the likelihood of the transaction closing. Visit us at: Bsalesgroup.com DesignMySale.com…

1
Ignite Your Business Podcast - Laura Cooke - 138 - founder and CEO of Positive Foundry - How Positive Psychology Can Build More Successful Business Leaders 35:59

4M ago35:59

35:59

Is your business using its tools and resources to build strong corporate athletes that add value to your business? In our latest Ignite Your Business® Podcast episode, Laura Cooke, founder and CEO of Positive Foundry, explains why business owners should think of their employees as athletes in need of the proper training and development, and how the…

1
Guest Steele Kizerian Reviews How EOS Helps Business Owners Boost Business Value 24:20

4M ago24:20

24:20

In this episode we discuss the Entrepreneurial Operating System (EOS) Worldwide and how Steele Kizerian, an EOS Integrator, helps business owners scale and prepare their businesses for a future sale. Visit us at: Bsalesgroup.com DesignMySale.comBy Rick J. Krebs, M&A Advisor, CPA and CEPA

1
Franchise Fundamentals: Navigating Franchise Ownership with Kim Daly, Franchise Consultant 47:17

4M ago47:17

47:17

In this episode of The CASH Podcast, Adam sits down with Kim Daly, one of America's leading Franchise Consultants. Kim unveils the mysteries behind why individuals turn to Franchise Consultants when considering which franchises to invest in. Drawing from her personal journey into the world of franchising, Kim shares the factors that fueled her pass…

1
Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling 30:33

4M ago30:33

30:33

Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling …

1
Good Questions to Ask Buyers When You Meet With One 17:16

5M ago17:16

17:16

This episode helps business owners prepare for a meeting with a buyer. As a M&A Advisor I often get asked by business owners what are some good questions to ask a buyer when they meet with them. I have kept a list of good questions that my seller clients have asked buyers over the years and this episode reveals this list. Meetings with buyers shoul…

1
Ignite Your Business Podcast - 137- Kelly Borth - GREENCREST CEO and chief strategy officer - 5 Important Ways to Measure B2B Digital Marketing Success 9:16

5M ago9:16

9:16

Let’s be honest…many of us spend hours a day on our phones and computers! For B2B companies, this presents an opportunity to create a digital marketing plan that is engaging, informative and attracts new customers. In our latest Ignite Your Business® Podcast episode, GREENCREST CEO and chief strategy officer Kelly Borth reveals the 5 digital market…

1
How Relative Rotation Graphs Can Help With Your Investment Strategies 21:42

5M ago21:42

21:42

For this final episode of NERDvember for the CASH Podcast, Adam is taking a look at Relative Rotation Graphs (RRGs) and the role they can play in your investment strategies. One of the main advantages of RRGs is the ability to help visualize relative strength of trending investments, and avoid weakening investment trends. But how do Relative Rotati…

1
Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services 41:21

5M ago41:21

41:21

Welcome to this episode of The Active Advisor, where your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA®, and Partner at Sage Advisory Services, an investment and asset management company for institutional investors and private clients. Join us as we discuss the following topics: Komson’s first…

1
Open Road M&A With Guest Scott Duke 32:24

5M ago32:24

32:24

I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott share…

1
House vs. Home w/ Angela McCaffrey 26:11

5M ago26:11

26:11

Today’s recorded interview is with Angela McCaffrey, a mortgage and liability advisor with NEO Home Loans, who is passionate about consumer education on homeownership. During our conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home. If y…

1
Ignite Your Business Podcast - Courtnee Carrigan - 136 - founder and CEO of Raising the Bar Performance Group - Implementing DEI Initiatives in the Workplace With Courtnee Carrigan 42:23

5M ago42:23

42:23

How can business leaders incorporate diversity, equity and inclusion into the moral fabric of their organization? Find out in this Ignite Your Business® Podcast episode, where featured guest Courtnee Carrigan, founder and CEO of Raising the Bar Performance Group, sheds insight into the importance and value of DEI initiatives in the workplace: https…

1
My Biz Value and What We Do 7:01

5M ago7:01

7:01

The initial step (some call it the Triggering Event) in Exit Planning or Financial Planning is doing a formal confidential valuation. In this episode we talk about my company, My Biz Value and how we fill the much-needed gap of obtaining an affordable confidential valuation for your business. Visit us at: Bsalesgroup.com DesignMySale.com…

1
How Do I Know Which Investments to Buy? 31:42

5M ago31:42

31:42

In this new NERDvember episode, Adam is taking a look at the question "how do I know what investments to buy"? There are many things to consider when making decisions like this, such as investment strategy based on momentum. Adam also looks at the anatomy of a collapse featuring CitiGroup. Adam also analyzes Relative Comparison charts and why good …

1
Clarity to Take Action: Insights from Sarin Barsoumian, CFP®, CRPC® 28:36

5M ago28:36

28:36

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Sarin A. Barsoumian, CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies. Join us as we discuss the following topics: Sarin’s journey to starting her own practice Leveraging a fractional CIO as an independent ad…

1
Exit Planning Essentials with the Father of Exit Planning and Founder of EPI, guest Peter Christman 24:55

5M ago24:55

24:55

In this episode you will learn about how the notion of Exit Planning got started and hear from the man who started it all back in the 90s. Peter Christman is an icon in the industry, having started the Exit Planning Institute and is known as the Father of Exit Planning. He is also an entertaining man to listen to with stories and examples. Visit us…

1
Exit Planning and the CEPA Designation with Guest Scott Snider, President of the Exit Planning Institute 25:46

6M ago25:46

25:46

If you plan to maximize the selling price of your business when you sell, Exit Planning is a must. In this episode I interview the man leading the nationwide charge to inform, educate and help advisors and business owners alike maximize the value of their business when they sell. Scott Snider is President of the Exit Planning Institute (EPI). EPI o…

1
Ignite Your Business Podcast - 135- Kelly Borth - GREENCREST CEO and chief strategy officer - Building Trust in a Digital World 8:38

6M ago8:38

8:38

In an increasingly digital world rife with cybersecurity threats and online scams, how can businesses establish online credibility? Find out in our latest Ignite Your Business® Podcast episode, where GREENCREST CEO and chief strategy officer Kelly Borth discusses best practices to build online trust and gain the confidence of customers. https://gre…

1
Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ 36:55

6M ago36:55

36:55

Today’s recorded interview is with Jenn Steliga, CFP®, CFT-I™, founder of Time Well Spent Financial Coaching, partnering with single women to help them gain confidence and competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including…

1
Should You Be Buying or Selling Stocks? 37:59

6M ago37:59

37:59

As part of the "Nerd-vember" series, Adam is doing a deeper dive into one of the common pitfalls of managing your own portfolio. One of the first (and most important) things before purchasing an investment is determining the timeframe you'll need to hold the asset, and understanding the different ways to observe "time" in this context. From Day Tra…

1
Monetizing Intuition and Empowering Clients with Bruce Lee, Founder of Keebeck Wealth Management 30:40

6M ago30:40

30:40

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm. Join us as we discuss the following topics: Monetizing intuition and how it plays into volatility The concept of investment vertebrae in d…

1
Tax Saving Strategy: The Asset Exchange Experts With Guest Eric Veve 45:59

6M ago45:59

45:59

As a business owner considering the sale of your business you should be thinking ahead about the tax ramifications of a sale. About 10 years ago I was selling a trucking company and I won't repeat the words that came out of the mouth of the owner when he found out that Uncle Sam was going to take over $6 M of his hard-earned money. I met Eric Veve …

1
Ignite Your Business Podcast - Tom Jordan - 134 - MSFS, CEPA, CVBA of Exodus Complink - Growing Value for Your Company With Tom Jordan 33:12

6M ago33:12

33:12

Many business owners fall into the trap of equating profit with value. In this Ignite Your Business® Podcast episode, Tom Jordan, MSFS, CEPA, CVBA of Exodus Complink, explains why this way of thinking puts your company at risk and can lead to challenges when it’s time to sell: https://greencrest.com/ignite-your-business-podcast/…

Podcasts Worth a Listen

CEPA Podcasts

Podcasts Worth a Listen

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