Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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Welcome! In this space we discuss everything related to startups, people and equity. We are joined by founders, CPeOs and employees to learn more about this space.
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Simon Patterson is a managing director of Remuneration Associates (Rem.n) - a remuneration consultancy firm based in London. He is actively engaged as advisor to the remuneration committees of several FTSE 100 companies and consults widely on executive compensation, incentive compensation design, and performance measurement.
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Hosted by Northstar Meetings Group, Eventful invites you to listen in on insightful conversations about hot topics in the meetings and events industry. Tune in for interviews and analysis of the editorial coverage in Meetings & Conventions, Successful Meetings, Meeting News and Incentive.
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Welcome to 'Childcare Tax Break Breakdown,' the essential podcast for HR and operation leaders in large enterprise organizations across the United States. Hosted by Greg and Doug, two experts with a shared passion for savvy financial solutions and a unique personal bond - both are proud dads, former single fathers, born on the same day, and enthusiasts in finding financial loopholes. Every episode guides you through the latest childcare legislation and financial grants, offering insights int ...
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We are a bike advocacy and culture podcast based in Los Angeles, Ca.
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The Goal Achievement Podcast, hosted by Matt East is all about helping you find clarity, design a plan, and most importantly achieve your goals! Listened to in over 135 countries The Goal Achievement Podcast is the go-to podcast for helping you to achieve your goals. Learn more at: https://www.matt-east.com/ productivity-mastermind
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Needing to plan an incredible incentive program for your company? Not sure where to start? Listen in as Kip Lambert, Chief Marketing Officer at Destinations, Inc., lays out the formula for an E.P.I.C. corporate travel event with the best travel gurus in the industry. As a third-generation incentive travel expert with 20 years in the industry, Kip is on a mission to connect you with the most inspiring travel partners from around the globe, people who specialize in creating unforgettable group ...
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Carl Sjostrom from Viti Solutions provides high-level explanations of what goes into an executive compensation package together with some food for thought for those who design or evaluate how executives are paid. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to "The Bread Winner Podcast," the show for microbakery owners who want to create a successful microbakery without spending every waking minute in the kitchen. I'm Caroline Bower, and I bake over 100 loaves a week from my home while still getting 8 hours of sleep and having time to be fully present in the important moments with my family. If you're looking to build a thriving sourdough business from your home, you're in the right place. Every Monday and Thursday, I'll be sharing new ...
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A discussion of cutting-edge developments in tax, including up-to-the-minute changes in federal, state, and international tax law and regulations.
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The podcast for entrepreneurs and tech enthusiasts seeking insights into the common legal challenges faced by scaling businesses.
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Looking for answers - Can I buy a home? How do I even do this? When should I start planning? Where should a first-time home buyer start? Right here. Real information from a real expert with clear answers to end your confusion. Guidance from industry insider, me, David Sidoni, the #HowtoBuyaHomeGuy. I’ll give you the playbook on the do’s and do not’s of buying your first home. From planning for the big step even years ahead of time, all the way to the nitty-gritty of getting your keys. If you ...
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Keeping up with legal and regulatory issues and industry trends that impact your business both locally and globally can be challenging. Whether you are in a legal department or are a C-suite executive, you must navigate ever-changing laws and regulations. HUB Talks, a podcast launched by K&L Gates, covers critical issues at the intersection of business and law. Tune in to HUB Talks for insight from K&L Gates lawyers that will help you stay on top of the latest industry and legal trends acros ...
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51
Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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Hear your property and finance questions answered LIVE on our Facebook and Instagram pages every Thursday at 3PM AEST. Featuring guest speakers and industry professionals. Post production audio uploaded here each week.
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The Learning Lunch is an opportunity for NPO teams to be exposed to new ideas, discover what others are learning, and reflect on what that means for their implementation and strategy. Visit www.dgmt.co.za/resources/learning-lunch for the full experience and to access the podcasts and instructions for a ±30-minute group reflection.
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E Vehic is a Brand trying to generate awareness about Electric Vehicles in our World. Visit https://evehic.com and enjoy the Electric Ride
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Ag Talk is a new podcast dedicated to taking a deeper look into Utah agriculture and food production. Our goal is to help give our listeners a better understanding of how their food is grown, introduce them to those who work in the industry every day, and help explore difficult topics such as agriculture water use. We also aim to help Utah's farmers and ranchers have a better understanding of the programs available to them.
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Welcome to our sweet spot - A place where we debrief, reflect, disagree and chat about all things early childhood! As two educators within the ECE industry and over 20 years combined experience, we know how important it is to connect and network with like-minded (and not so like-minded) individuals. Our days might not always be so sweet, but the hard work and dedication that every educator puts in - that's the sweet, sweet stuff! https://www.facebook.com/simeylsRTR/
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1
Taxing Immigrant Families: The Personal Exemption After the TCJA
20:37
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Send us a Text Message. Sarah Lora of Lewis & Clark Law School discusses the personal exemption after the Tax Cuts and Jobs Act and the implications for immigrant families with nonresident dependents. For more, read Lora's paper, "Righting Tax Wrongs for Immigrants." Follow us on X: Robert Goulder: @RobertGoulder David Stewart: @TaxStew Tax Notes: …
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1
Bike Talk - Bike Hate, Culture Wars, Ebike Incentives, Beach Cruisin'
58:41
58:41
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Anne Marie's bike trip to Universal Studios, Taylor's mountain trip, and Bikelash news.An unhinged speaker's threat to harass cyclists at a Glendale, Ca. City Council meeting could be used against him in court, say attorney Jim Pocrass and Kirsten Bladh, Streets For All’s Associate Director of State Policy, who posted the tweet that named the hater…
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257 - INTERVIEW Buying Your First Home in 7 Weeks WITH A NEW JOB!
33:43
33:43
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James proves that even amidst wedding planning chaos, buying your first home in just seven weeks is possible! Learn how a unicorn support team and a little planning can turn your homeownership dreams into reality faster than you think. Quote: "We wanted to have a house that we could grow into and start a family... We are forever grateful for [the t…
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In this episode, Ray Sclafani discusses the RIA growth illusion and the importance of creating a financial model for organic growth. He emphasizes the need for financial forecasting and modeling to make informed decisions and prepare for future outcomes. Sclafani suggests modeling three scenarios: a normal steady state, a worst-case crash and burn,…
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1
NCUA's Proposed Rule on Succession Planning - Entire Rule
1:03:50
1:03:50
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Board Approves Revised Proposal on Succession Planning The NCUA Board approved by a vote of 2-1 a proposed rule that requires boards of directors at federally insured credit unions to establish and adhere to processes for succession planning. This new proposed rule modifies the 2022 proposal based on the public comments received and upon further co…
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256 - INTERVIEW: Navigating High Interest Rates & Scoring Big with Builder Incentives
39:34
39:34
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Jelly bought a home in a crazy market, got a $10,000 credit, and appraised $30,000 over asking. How? A unicorn team, smart decisions, and a little bit of luck. It wasn't easy, but it was definitely worth it. Quote: "We really hit the jackpot. It was a good day for us. Like we went out and bought a drink. We celebrated." Highlights: How can having t…
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12. Boost Sales and Delight Customers with These Sourdough Incentives
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This episode of the Breadwinner Podcast dives into the world of sales and incentives specifically tailored for sourdough micro bakery owners. Host Caroline Bower shares practical strategies to increase customer loyalty and drive sales, such as bundle deals, limited time offers, loyalty programs, and creative incentives. Learn how to make your custo…
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255 - 2024 Mid-Year Forecast and Predictions – PART 2 - Home Prices
36:49
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We're diving deeper into the 2024 housing market forecast with the latest data on inventory, prices, rents, and a possible recession. But remember, the most important factor is still LOW INVENTORY! So, are you ready to stop waiting and start acting? Highlights: "Unlike back in the 2008 Great Recession period, it is not a question of lacking buyers.…
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11. Speak Up! Embracing the Value of Your Micro Bakery Business
20:15
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Embracing the Value of Your Micro Bakery Business In this heartfelt episode of the Bread Winner podcast, Caroline Bower discusses the importance of recognizing and valuing your micro bakery, regardless of its size. She addresses the habit many female business owners have of belittling their own ventures by using the term 'little,' and offers practi…
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The Tax Challenges of the Navajo Nation, Part 2
30:25
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Send us a Text Message. Leslie McLean, director of the low-income taxpayer clinic at DNA-People’s Legal Services, discusses the barriers Navajo Nation members face when filing their taxes and attempting to claim credits. Listen to the first episode in this series, "The Tax Challenges of the Navajo Nation, Part 1." Read Investigations Editor Lauren …
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1
Bike Talk - Car Cost, Olympic Biking, The White Line, Road Bike Advocacy
1:00:20
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A parking ticket sets off another discussion about the cost of cars.0:16 Monterey, California Trolley driver Tim Riley writes about subsidized transit, and how bikers can go from Salinas to Monterey Bay for $2 round trip.7:23Biking in the Olympics - track, MTB, the works.11:48When rising bike race star Magnus White was killed by a drowsy driver, hi…
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254 - 2024 Mid-Year Forecast and Predictions – PART 1 - Mortgage Interest Rates
40:29
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Tired of waiting for the "perfect" time to buy your first home? Good news, homie! The best time to start your homeownership journey is now. Tune in as I debunk the market timing myth and show you how to navigate today's housing market with confidence. Highlights: "Everything else – inflation, high rates, home affordability, the Fed rate – is window…
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1
5 Strategies to Gamify Your Next-Generation Path to Partnership
9:47
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In this episode, Ray Sclafani explores five innovative strategies to gamify the path to partnership in financial advisory firms. By leveraging the principles of gamification, he reveals how career progression can become more engaging through the innate human drive for competition and rewards. The five strategies include establishing a level-based p…
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1
The Interagency Statement on the Issuance of the AML/CFT Program Notices of Proposed Rulemaking
15:15
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1. Episode topic: Interagency Statement on the Issuance of the AML/CFT Program Notices of Proposed Rulemaking 2. Date of issuance: June 28, 2024 3. Agencies involved: - U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) - Board of Governors of the Federal Reserve System - Federal Deposit Insurance Corporation - National…
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10. Reach the Right People with Social Media for your Sourdough Microbakery | part 2
25:39
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Mastering Social Media for Your Micro Bakery Subscribe to The Simple Sourdough Social Kit! In this episode of the Bread Winner podcast, Caroline Bower provides an in-depth guide on using social media effectively to grow your micro bakery business. Building on the previous discussion, she delves into setting clear social media goals, identifying and…
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253 - INTERVIEW Surviving the Washington DC Housing Market - First Time Home Buyers
26:27
26:27
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Discover how first-time homebuyers Caitlin and Mason bought their dream townhouse in the expensive Washington, DC suburbs in April 2024—and they did it WITHOUT sacrificing their lifestyle! Learn their insider secrets for saving for a down payment, scoring the perfect home, and outsmarting the competition (even with a lower offer). Plus, find out ho…
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252 - INTERVIEW Therapist Tips on Buying Your First House
40:33
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Self-doubt and confusion holding you back from buying your first home? This episode dives into the mindset of a therapist-turned-homeowner who reveals the unexpected mental hurdles and therapeutic solutions to owning your own slice of paradise. Therapist-Turned-Homeowner Reveals: Mindset Shifts & Therapeutic Solutions for First-Time Home Buying Suc…
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1
The Tax Challenges of the Navajo Nation, Part 1
27:52
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Send us a Text Message. Tax Notes investigated the Navajo Nation’s tax challenges with the IRS and gathered firsthand accounts of how its members navigate a complex filing system with scarce resources and cultural differences. Investigations Editor Lauren Loricchio interviewed two members of the Navajo Nation: Laura Mike, executive director of the …
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1
Bike Talk - Car Sinks, Vehicular Cycling, Blocked Lanes, Gravel Bikes, and World Naked Protest Rides
59:52
59:52
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Taylor pays $1200 for his car's damper pulley, which leads to a discussion of how cars are money sinks and we need universal mobility. 0:23A listener email from Berkeley resident Benjamin Fry rekindles a debate on "vehicular cycling." 6:20Vehicular Cycling is part of the history of bike education. The Advocacy Director of Bike East Bay, Robert Prin…
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9. Exactly What I'd do in the first 30 Days if I was Starting my Microbakery from Zero
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Links to things we talked about: Free customizable Canva templates for labels https://mailchi.mp/thebluebirdbreadco/episode9 In this episode, Caroline Bower shares a detailed, week-by-week guide to starting a bakery from zero, based on her own experience of running a successful bread business for a year. From understanding cottage food laws to bulk…
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1
7 Powerful Reasons to Formalize Your Advisory Board
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In this episode, Ray Sclafani discusses the importance of establishing an advisory board for financial advisory firms. He highlights the benefits of having a formal advisory board, including strategic guidance, network access, accountability, specialized knowledge, risk management, long-term vision, and the development of future partners. Ray empha…
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1
Federal Credit Union Loan Interest Rate Ceiling
27:01
27:01
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Federal Credit Union Loan Interest Rate Ceiling In this episode, Samantha Shares delves into the NCUA's new proposed rule on the Federal Credit Union Loan Interest Rate Ceiling that was voted on at the July 18th Board Meeting. With a vote of 3-0, the proposed rule has been passed, maintaining the temporary 18 percent interest rate ceiling for loans…
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1
8. Build Your Local Customer Base with Social Media
21:57
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In today's episode, Caroline, a successful in-home sourdough bakery owner, shares powerful tips on leveraging social media to build and engage your local customer base. From the importance of visibility and engagement to using Instagram and Facebook effectively, Caroline provides detailed strategies for posting engaging content, utilizing local has…
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251 - How to Stop Renting: Make This Your Last Lease Ever
37:46
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Tired of throwing money away on rent? Discover the Last Lease Ever program, a simple 12-step plan designed to help you buy your first home before your next lease renewal. Highlights: What's the secret behind helping thousands of first-time homebuyers purchase homes ranging from $150,000 to $2 million? Could two 45-minute meetings be the key to unlo…
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250 - Down Payment Assistance is BACK (Save Major $$$ Buying a House)
27:31
27:31
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Down payment assistance is BACK, and it's not just for low-income buyers! This episode reveals the truth about underutilized programs that could help you ditch your lease and buy a home sooner than you think. Highlights: "79.8% of FHA borrowers were eligible for down payment assistance, but only 15% used it. Damn." Discover why these programs are m…
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1
How Tax Incentives Drive the Film Industry
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24:10
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Send us a Text Message. George Ford with the Phoenix Center for Advanced Legal and Public Policy Studies discusses film tax incentives and their effectiveness in attracting business to states. Read Ford's article, "Asking the Right Questions About Film Tax Incentives." For additional coverage, read the following articles in Tax Notes: Maryland Tax …
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1
Bike Talk - Suing Cities for Blocking Bike Lanes, Bike Philosophy, and Project 2025's Bike/Ped Plans
1:05:30
1:05:30
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Taylor's Colorado bike trip included electronic shifting; also, practicing bike salutes.Can we sue cities over blocked bike lanes? Attorney James Pocrass answers in his Legal Moment. 6:54What's more philosophical, road biking or commuting? Nick comes to Jesus Ilundáin, co-editor of Cycling: Philosophy for Everyone, for a tour of the mind.17:10The C…
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1
7. Simple Steps to Sell Your Sourdough Bread at Markets
21:43
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Welcome to the Breadwinner Podcast! Host Caroline Bower shares invaluable insights and detailed steps for sourdough micro bakery owners who want to successfully sell their products at farmers markets. From finding the perfect market, contacting organizers, and planning your setup, to determining how much product to bring and how to manage sales, Ca…
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249 - INTERVIEW: First Generation Home Buyers (Mortgage $200 LESS Than Rent!)
39:03
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Buying a home for LESS than your rent AND with NO MONEY DOWN? DeShawn did it, and he's sharing all the secrets to his success, including how he scored a sweet deal with a little help from his "unicorn team" and the ever elusive First Time home buyer grant! Highlights: "1800 bucks a month is a lot of money… $5,000 down payment and you pay $200 less …
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1
6 Key Drivers to Designing Effective Compensation Programs for Future Leaders
9:20
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In this episode, Ray Sclafani discusses the six key drivers to designing effective compensation programs for future leaders in financial advisory firms. These drivers include developing revenue generators, creating career paths, using performance-based incentives, paying attention to the little things, retaining key contributors, and developing fut…
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1
Proposed NCUA on Rule Incentive Based Compensation Arrangements
33:23
33:23
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Proposed Rule on Incentive-Based Compensation Arrangements In this episode, Samantha Shares discusses the NCUA’s new proposed rule on Incentive-Based Compensation Arrangements, voted on during the July 18th Board Meeting. The episode includes a detailed presentation by various board members and staff on the scope, requirements, and implications of …
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6. Investing in Equipment. Is it Time to Level Up Your Microbakery?
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18:08
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In today's episode, I'll share some insight into investing in equipment to scale your sourdough micro bakery. Whether you're just starting out or looking to take your business to the next level, I'll walk you through assessing your needs, considering your budget, and prioritizing purchases. Get ready to make some game-changing decisions for your ba…
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248 - BAD NEWS! Housing Market Headlines Explained for First Time Home Buyers
24:38
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Tired of those confusing real estate headlines making you hit the snooze button on your homeownership dreams? In this episode, I'm decoding all the jargon and doom-and-gloom predictions so you can see the REAL opportunities in today's market. Get ready to ditch the fear and start planning your path to homeownership. Stuck Market Myth: Is the "stuck…
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Proposed Succession Planning Rule: July NCUA Board Meeting
30:46
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Proposed Succession Planning Rule: July NCUA Board Meeting This episode covers NCUA’s new proposed rule on Succession Planning discussed at the July 18th Board Meeting. The rule aims to improve the preparation and transition processes within credit unions by mandating formal written succession plans. The conversation includes insights from key staf…
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247 - Tips from Expert (Unicorn) Realtor & Lending Team - VA First Time Home Buyer
38:53
38:53
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Ever wondered what it really takes to buy your first home, even if you're stuck in a lease or think you're not ready? This episode is a behind-the-scenes look at how a unicorn realtor and lender dream team helped a military couple do just that. We're pulling back the curtain to show you how the sausage gets made, so you can learn the secrets to buy…
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1
No More Chevron Deference: Analyzing Loper Bright and Corner Post
14:34
14:34
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Send us a Text Message. Tax Notes contributing editor Marie Sapirie discusses the recent Supreme Court decisions overturning Chevron and defining the statute of limitations period and their potential impact on the future of tax litigation. Listen to our related episodes: Less Is Moore: The Supreme Court's Ruling in Moore v. United States Pending Su…
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1
Bike Talk - Riding for Redemption, Community, and Strong Towns
58:00
58:00
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Airing the grievances of bike haters can be an effective strategy as long as we're not equally crazy, says Charles Marohn, Strong Towns founder, in our webinar "Podcasting for Bike Advocates."0:40Biking on ski slopes, shredding on single tracks, and other highlights of Taylor's family trip to Colorado and Utah. 2:55Andy May returned to cyclocross r…
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5. From Failed Loaves to Flourishing Business: My Microbakery Story
22:06
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22:06
In this episode of the Bread Winner podcast, Caroline Bower shares her personal journey from a novice sourdough baker to a successful micro bakery owner. She recounts her early baking experiences and discusses her growth strategies utilizing social media and local markets. Then she shares how she refined her processes with practical equipment inves…
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246 - Break Your Lease to Buy a House?! Timing Strategies for Buying Your First Home
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David Sidoni dives into the age-old question: Should you break your lease to buy your first home? Uncover surprising truths about timing, hidden costs, and how to make the smartest financial decision for your unique situation. Highlights: Is breaking your lease a money pit or a savvy financial move? David crunches the numbers to reveal the truth. D…
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