show episodes
 
This podcast is for overwhelmed and frustrated professionals mainly women between the ages of 35 and 60 + who are ready to develop and apply the relevant financial skills and knowledge they need to take control of their money, better manage their finances, reduce their financial worries, and understand that they can live their best life with the money they have. I will be sharing valuable information about how to achieve financial wellness from the inside out and live a purposeful life with ...
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ALF Insight’s monthly podcast is back! In Series 3 host Rory Sutherland chats with leaders and marketers at big name and challenger brands about their successes, challenges and opportunities for growth. If you want to do business with the UK’s leading brands, request an ALF Insight demo. Hosted on Acast. See acast.com/privacy for more information.
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This is THE podcast for you as a Customer Experience Leader. To learn where to spice up your CX leadership. Listen to CX colleague’s, thoughtleaders and of course your host Nienke Bloem. She has educated and spoken with CX Leaders all around the globe, is a Recognized Training provider with the CXPA and knows how to make CX work! Honest, fun and always with a practical twist to help you become an even better CX leader.
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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Canadian Wealth Secrets Podcast [Formerly Invested Teacher Podcast] Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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show series
 
Welcome to CX Leadership Talks, where we dive deep into the world of customer experience and leadership. In today's episode, we have a special guest, Martijn van den Berg, who will be sharing his insights into creating meaningful experiences for customers in the financial industry. Martijn leads a CX team at PGB, a leading pension fund in the Nethe…
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This week, Alex shares some of the free marketing tools he uses to help with content ideas, content creation and website performance and explain how they work. The main four include: 1. Descript 2. Google 3. Google Search Console 4. Google Ads Other tools mentioned: Semrush Canva Shutterstock Brought to you from the team at The Lead Engine who spec…
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In this empowering episode of "The Merging Life and Money Show," host Marie-Jo Caesar sits down with certified divorce financial analyst Leah Hadley to navigate the financial complexities of divorce. They discuss the importance of financial literacy, understanding assets and liabilities, avoiding common mistakes, and creating a sustainable post-div…
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Christian Thrane is the Managing Director of Marketing at EE and BT's Consumer Division. The merger of the two companies in 2016 has opened many opportunities. Christian, who joined just before lock-down, has been charged with setting out the new offerings for both existing and new customers. Service to the consumer is at the top of his agenda and …
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Are you overlooking the power of practical experience in financial advisory roles? Join Kyle and Jon as they share some Canadian Wealth Secret Sauce related to selecting the right guidance, evaluating solution providers, and navigating the complexities of client suitability in this week’s episode. In today's fast-paced and complex financial landsca…
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Welcome to CX Leadership Talks, where we explore the world of Customer Experience leadership with top industry experts. In today's episode, host Nienke Bloem engages in a captivating conversation with Jo van Riemsdijk. Together, they navigate through the intricate world of customer experience management from the perspective of Jo as THE recruiter i…
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In this episode of the Merging Life and Money Show, host Marie-Jo Caesar kicks off Financial Literacy Month 2024 with a focus on empowering women in finance. Marking the start of the April series themed 'Inform, Inspire, ignite,' the episode delves into three key areas crucial for women's financial empowerment: financial literacy, investing, and fi…
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Navigating the complex world of retirement savings in Canada and wondering if RRSPs are the right choice for you? This episode is crucial for anyone looking to secure their financial future in Canada. With RRSPs being a central part of retirement planning, understanding their nuances and tax implications is essential, especially given the ever-chan…
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Welcome to CX Leadership Talks, where we explore the world of Customer Experience leadership with top industry experts. In today's episode, Nienke Bloem sits down with Greg Melia, CEO of The Customer eXperience Professionals Association (CXPA), and a seasoned advocate for Customer Experience excellence. They discuss the evolving landscape of custom…
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We caught up with some of the mortgage brokers at The Right Mortgage Annual National Training Event - 'Embracing Change' in Birmingham last month, to find out why they joined the network and what advice they would give to other advisers. Visit The Right Mortgage here. A big thank you to the advisers that took time out to chat with us (in order of a…
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In this episode of The Merging Life and Money Show, Marie-Jo Caesar champions empowering women entrepreneurs in honor of International Women's Month. Discussing the economic benefits and diversity advantages, the episode provides practical strategies for supporting female-owned businesses through funding, networking, and mentorship. Marie-Jo underl…
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Have you ever wondered how a seasoned entrepreneur transitions from start-up to start-up, and what unique insights they gained along the way? In a world where career transitions, entrepreneurial risks, and technological advancements are increasingly common, understanding the journey of someone who has successfully navigated these changes can offer …
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Welcome to another episode of CX Leadership Talks! In this episode, Nienke Bloem engages in a fascinating conversation with Robbert Dijkstra, the founder and CEO of Deepdesk. Robbert brings his wealth of experience in AI technology and innovation to the forefront as he discusses the deployment of AI in companies and its impact on improving customer…
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In this special International Women's Month episode of 'Merging Life and Money,' host Marie-Jo Caesar explores women's pivotal contributions to society across history and sectors, celebrating their achievements and discussing ways to foster a more inclusive and equitable future. The episode delves into the historical milestones of women's rights, s…
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Are you tired of paying more taxes than necessary when withdrawing money from your corporation? As a business owner, effectively managing your finances and understanding the tax implications of withdrawing money from your corporation is crucial. Whether you're considering salary or dividend payments, or looking for ways to shelter money from taxes,…
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Welcome to CX Leadership Talks, where we delve into the world of customer experience leadership and innovation. In this episode, Nienke Bloem is joined by the dynamic entrepreneur and CEO of Experience Investigators, Jeannie Walters. Together, they explore the multifaceted world of customer experience and the why, how and what of successful CX lead…
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The 'Talking Ads' team are back for another round of show and tell this month including, a Miami Beach spring breakup video, a 'nod' to Carlsberg Instagram promotion, a catchy tune from a well known washing machine brand and a good old-fashioned billboard. We recommend you view all four adverts before or during listening to this episode to engage i…
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This episode of the Merging Life and Money Show, hosted by Marie Jo Caesar during International Women's Month, focuses on the pivotal role women play in fostering inclusive communities and embracing differences. The discussion centers on the importance of female role models in various fields, highlighting their impact on young girls and women by ch…
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Having read Economics at Cambridge, ex-Procter & Gamble marketer, Greg Jackson, explains the success behind Octopus, recently certified as a Which? Recommended energy provider for the 7th year in a row. Innovative technology, great marketing and superb customer service are integral to the Octopus success story. Among the many amazing revelations in…
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Are you wondering if incorporating your Canadian business is the wealth-building powerhouse you expected, and how to navigate the complexities of corporate wealth management and tax saving strategies? This episode directly addresses the dilemmas faced by incorporated Canadian entrepreneurs and business owners, delving into effective wealth manageme…
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Welcome to the CX Leadership Talks, the podcast that delves deep into the world of customer experience leadership. In this episode, Nienke Bloem shares her personal experience and insights into crafting a compelling CX story. What is a CX story? With an attractive CX story you show the why, how and what of the CX transformation you want to realize.…
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Our 'Which Network Should I Join?' Series continues! Alex is joined by Ahmed Bawa, Chief Executive Officer at Rosemount Financial Solutions (IFA) Ltd, who specialise in supporting mortgage advisers through their 'family-like' approach. From summer BBQ's to dinners and incentives, Ahmed explains what it's like to work with the network. Plus, we hear…
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In this episode of the 'Merging Life and Money Show', host Marie-Jo Caesar celebrates International Women's Month under the banner of "Inspire Inclusion." She honors women trailblazers and urges collective action for a more inclusive world. The episode emphasizes the importance of valuing everyone's contributions and the necessity of inclusion acro…
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How can you retire early and gain time freedom you’ve been after since you started your wealth building journey? In today's fast-paced world, achieving financial independence and early retirement is a coveted goal for many, but it often feels out of reach. In this episode we speak with the Lazy Canadian Millionaire Investor: Jim Chuong. Jim retired…
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In this episode of the 'Merging Life and Money Show', host Marie-Jo Caesar engages listeners in confronting and debunking stereotypes about Black people. She delves into historical prejudices, the harmful media portrayal of Black individuals, and the consequences these misconceptions have on career opportunities, mental health, and societal treatme…
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Are you tired of hearing how amazing the Ontario Teachers’ Pension Plan (OTPP) is, leaving you feeling left on the sidelines for a comfortable retirement just because you’re a pensionless T4 employee, Canadian business owner, or entrepreneur? For the few industries that still provide Canadians defined benefit pension plans (DBPP), these sources of …
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In this episode of CX Leadership Talks we delved deep into our profession of customer experience management, discussing the limitations of relying solely on surveys, the power of feedback in driving genuine change, and the crucial alignment of CX with broader business strategy. This episode of CX Leadership Talks features Bill Staikos, a celebrated…
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Alex, Cathy, Hannah and Tessa are back to share their favourite advert findings for this month, which are full of nostalgia, food and cameos. We recommend you view all four adverts before, after or during listening to this episode to engage in the discussion. Immerse yourselves here: https://theleadengine.co.uk/talking-ads-february-24/ Brought to y…
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In this episode of the 'Merging Life and Money Show', host Marie Jo Caesar covers financial issues pertaining to the Black community in celebration of Black History Month. Topics include the historical context and challenges of financial wellness for Black Americans, the present landscape, and success stories inspiring financial empowerment in the …
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If you have been successful in entrepreneurship, business, investing, or even life - but you aren’t actually clear on what you’re striving towards - it’s highly likely that you’ve just been lucky. The real question you need to ask yourself is: How long will your luck last if you continue to drift through your entrepreneurial daily ritual, aimlessly…
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In this enlightening episode of CX Leadership Talks, we delve deep into the core of data management and its transformative impact on customer experience. This THE episode when you are just starting in exploring the world of Data driven CX, but also if you are a seasoned leader you'll get some great tips and tricks. Joining us is Barry Wildhagen, a …
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This week, Alex is joined by Jessica Bird, Managing Editor at The Intermediary, a leading news website and the only monthly print and digital magazine for the UK mortgage and property finance industry. Have you got a story you would like to pitch? Email jessica.bird@theintermediary.co.uk. ...Remember to quote FROZEN TURKEY! Follow Jess on LinkedIn.…
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In this episode MJ Caesar explores AI's transformative impact on financial wellness in the Black community. She spotlights the potential of AI to democratize financial services but urges critical engagement to address biases and promote equity. Highlighting the need for collaboration in AI development, Marie-Jo advocates for transparency and divers…
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Simon Peel has worked for, among others, MediaCom, Mindshare, 20th Century Fox and Adidas. Now he's Vice President of Global Marketing for the healthcare brand Haleon born out of GSK, Novartis and Pfizer. In our Top Two Challenges, Simon describes the challenges facing both Haleon and the sector as a whole as being similar; through advertising, the…
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Choosing between term and permanent life insurance for Canadian entrepreneurs or business owners can be as pivotal as deciding between renting and owning a home. This episode is crucial for anyone looking to make informed decisions about their financial security, legacy planning, and long-term wealth, especially if you are a business owner, real es…
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We hear from the mortgage brokers using Mortgage Metrics, an alert system which monitors rates. Please note, this episode follows on from episode 312 featuring Lee Flavin, the Co-Founder of Mortgage Metrics. Mortgage Brokers in order of audio appearance: Justin Moy at EHF Mortgages. Matthew Jackson at Mint FS. Rohit Kohli at The Mortgage Stop. Riz …
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In this episode, host Marie-Jo Caesar delves into the complexities of black family finances. She addresses systemic barriers, emotional and practical money management, and avenues for growth and empowerment. Advocating for empathy, financial literacy, purposeful budgeting, and tailored investment, Caesar emphasizes the significance of community sup…
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The unspoken challenges of real estate investing in today's market needs to be your number one concern. In this episode Elizabeth Kelly, a seasoned real estate investor and coach, reveals the often-overlooked realities and struggles of being a Canadian Real Estate Entrepreneur. Whether you're a budding investor feeling overwhelmed by the complexiti…
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Alex catches up with Business Coach and Strategist, Libby Langley, to chat about 'life in business' and much more! Visit libbylangley.com. Follow Libby on Instagram. Follow Libby on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…
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In this special episode of the Merging Life and Money Show. Marie-Jo Caesar delves deep into the topic of financial wellness in the Black community. Uncovering the historical and emotional relationship with money, she discusses how past financial trauma can shape our current monetary decisions. She highlights the importance of healing strategies, r…
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The big question on the mind of many Canadian homeowners minds these days revolves around interest rates. With the Bank of Canada’s overnight interest rate popping significantly over the last two years, homeowners with a mortgage are wondering what is their next move. While those whose fixed interest rate mortgage might be coming up for renewal ove…
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In this episode, Nienke Bloem discusses the significance of the year of the wood dragon in relation to transformative energy, authority, and dignity, particularly for CX leaders. She shares her personal experiences with education and growth both as an employee in corporate organizations and as an entrepreneur. Nienke highlights the importance of st…
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The Lead Ladies are joined by their first guest of 2024, Chris Needham, Director: Mortgage & Protection Adviser from BR Needham Financial Services, sharing their views on new years resolutions and setting goals. Visit BR Needham here. Follow Chris on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web de…
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In this episode of "The Merging Life and Money Show," Marie-Jo Caesar delves into essential finance hacks for January. She emphasizes understanding income sources for financial stability and control. Managing expenses, tracking spending, and cutting unnecessary costs are crucial for financial empowerment. From categorizing expenses to setting SMART…
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