Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The Strategic Advisor Board Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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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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HR entrepreneur Mike Coffey, SPHR, SHRM-SCP engages business thought leaders about the strategic, psychological, legal, and practical implications of bringing people together to create value for shareholders, customers, and the community. As an HR consultant, mentor to first-stage businesses through EO’s Accelerator program, and owner of Imperative—Bulletproof Background Screening, Mike is passionate about helping other professionals improve how they recruit, select, and manage their people. ...
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Conversations to help your business grow and thrive. It's like having your own board of expert advisors in your pocket. Join your host Paul Sweeney and our team of expert advisors as we take a deep dive into the problems (and solutions) faced by business owners. In our 15 to 20 minute podcasts, we’ll discuss information and advice from qualified, experienced professionals to help you create a great business. Running a business is hard. And no matter how experienced you are in your business y ...
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Get cutting-edge news, tips, tricks, and trends from the biggest, brightest, and most innovative people in business. The War Room Wisdom Podcast will take you around the world to gain different perspectives from industry leaders in all niches. They will share their stories, struggles, and wins in business. Tune in today and grab the golden nuggets that are here for you to implement in your life and business.
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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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The Franchise Hot Seat Podcast with Dr. John P. Hayes - Director, Titus Center for Franchising
Dr. John P Hayes
Internationally recognized speaker, personal business coach and Amazon best-selling franchise author Dr. John Hayes offers an honest look at everything involved in researching, evaluating and purchasing a franchise business. On this podcast, Dr. John P Hayes interviews Franchisors, Franchisees, and has solo episodes giving valuable advice in the Franchise Industry. Since 1979, John Hayes has worked in the franchise community as a consultant, franchisee and franchisor. He’s one of an elite gr ...
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Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a g ...
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Digitally Curious is a show all about the near-term future with actionable advice from a range of global experts. Pre-order the book that showcases these episodes at digitallycurious.ai/pre-order Your host is leading Futurist and AI Expert Andrew Grill, a dynamic and visionary tech leader with over three decades of experience steering technology companies towards innovative success. Known for his captivating global keynotes, Andrew offers practical and actionable advice, making him a trusted ...
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The Corporate Innovator is a podcast that gives you direct access to visionary leaders, makers and advisors to answer the burning questions in today's corporate world. How do large organisations adapt to compete with and even out-manoeuvre new market entrants? How do you foster a deeply embedded culture of innovation? How do you juggle the board, management layers and shareholders whilst creating a new product that customers actually want? We go straight to the source across a range of indus ...
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Episode 848 "Pivot Perspectives": Rise Up and Heal: Lily Robinson's Journey to Success Through Healing
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In this episode, join us as we explore the inspiring journey of Lily Robinson, a resilient entrepreneur who turned her personal challenges into business triumphs. Lily shares her incredible story of moving to the US, overcoming language barriers, and finding her passion in real estate. Discover how she navigated the complexities of starting and run…
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In this episode, Ray Sclafani discusses The Pygmalion Effect. The Pygmalion Effect is about setting high standards for your team and creating a culture of growth, innovation, and superior client service. It is a psychological phenomenon in which higher expectations lead to improved performance. This effect can enhance performance, increase client s…
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In this episode, we dive deep into the world of artificial intelligence (AI) with industry expert Josh Thomas, co-founder of Anabots AI. With over 15 years of entrepreneurial experience, Josh shares practical insights on how small and medium-sized business owners can harness the power of AI to boost efficiency, improve decision-making, and drive bu…
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Episode 847 "SAB Chronicles": Rapid Revenue Recovery, Business Survival at Scale
27:31
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive on fixing real problems from real company owners and how those strategies are formulated. This episode, Rap…
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Episode 846 "SAB Chronicles": From Funding to Lazy Employees, Real Business Owner Talk
19:15
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive on fixing real problems from real company owners and how those strategies are formulated. This episode, Fro…
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Episode 845 "Successful Minds": How a Near-Death Experience Helped an Entrepreneur Build a Business That Didn’t Depend on Him - Interview with Matthew Sanjari
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After a life-altering accident derailed his career and life, Matthew Sanjari spent much of the next decade overcoming chronic pain, depression, and a disability to become a serial entrepreneur and transformative figure in the business world. As the founder of PRIME Consulting, he leverages over 15 years of business ownership and public speaking exp…
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Episode 844 "Moments with Foo": Aly Hope on Healing Yourself Through Spirituality and Self-Care
26:07
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In this episode, we dive deep into the world of "Rebel Medicine" with Aly Hope, a wellness consultant and spiritual guide. Aly shares her personal journey from a personal loss to finding her path in holistic health and spirituality. She discusses how she uses yoga and alternative medicine practices to empower people to heal themselves. Aly challeng…
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Overview of the 7th Annual Owner's Forum: "Go or Grow!"
23:25
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Overview of the 7th Annual Owner's Forum: "Go or Grow!" We had the pleasure of hosting Todd Krough in the studio today. Todd is a wealth manager for MN Bank and Trust, and is also the incoming President for the Twin Cities Metro Area Chapter of the Exit Planning Institute. We discussed highlights of previous Owner's Forum events and what to expect …
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Multinational Talent Management with Francisco Solis
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In episode 162, Coffey talks with Francisco Solis about global immigration strategies and challenges for multinational companies. They discuss CBRE's global talent management approach; integrating immigration strategy with corporate strategy; business travel compliance issues; cultural adaptation for expatriates; comparing U.S. immigration policies…
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Episode 843 "SAB Chronicles": Making the Pivot Due to Devalued Product and Service
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SAB Chronicles: Making the Pivot Due to Devalued Product and Service Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive on fixing real problems from real comp…
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Best of Pioneers and Pathfinders: Ilona Logvinova
31:49
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Today we’re replaying our episode with Ilona Logvinova. When we spoke with Ilona, she was managing counsel for McKinsey Digital and Head of Innovation for McKinsey Legal. Since then, she has become director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP. In our discussion, Ilona talked about her unique role at McKinsey, reimagining …
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Episode 842 "Leading Ladies": Sherry James - "Leading with Heart"
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In this episode, Coach Karen interviews Sherry James, the CXO of Phoenix Speaks and the founder of 2020 Lives Changed. They discuss the concept of servant leadership and the challenges faced by women leaders in male-dominated industries. They also talk about the impact of COVID-19 on mental health and the importance of work-life balance. Sherry sha…
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8 Benefits of a Five-Year Strategic Plan for Your Business
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In this episode, Ray Sclafani discusses the benefits of having a written five-year strategic plan for financial advisory businesses. He emphasizes the importance of strategic planning and how it can provide clarity of vision, goal setting and accountability, performative opportunities for next-generation leaders, risk mitigation, improved time mana…
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Episode 841 "Pivot Perspectives": Breaking the Dementia Code: Strategies for Prevention and Care with Dr. Mitchell Clionsky
45:26
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Join us in this enlightening episode as Dr. Mitchell Clionsky, a renowned neuropsychologist, shares his expertise on dementia prevention and care. Discover the latest scientific insights, practical tips, and personal stories highlighting how to combat cognitive decline. Learn how lifestyle changes, medical advancements, and a proactive mindset can …
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Investing in US Franchises - With Pat Rossi
33:36
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DESCRIPTION: Pat Rossi, a franchisee of ImageOne and member of the Titus Center Advisory Board, was interviewed on Franchise Hot Seat. Rossi, originally from Montreal, Canada, moved to the United States on an E2 investor visa. He was introduced to the idea of investing in a franchise by broker Daniel Purim at a conference in Orlando. Rossi already …
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Episode 840 "SAB Chronicles": Growth Vs. Scale - Real Business Owner Talk
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive on fixing real problems from real company owners and how those strategies are formulated. This episode, Gro…
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Episode 839 "SAB Chronicles": Positioning VS. Authority
22:09
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Welcome to SAB Chronicles with your host Jason Miller. This edition on the Strategic Advisor Board Podcast is designed to allow our listeners to peek behind the curtains of real-life training of CEOs around the globe. You also get a deep dive on fixing real problems from real company owners and how those strategies are formulated. This episode, Pos…
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Episode 838 "Successful Minds": Empowering Women in Leadership: Insights from Dr. Cynthia Bentzen-Mercer
39:23
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Join us on the Successful Minds podcast for an inspiring conversation with Dr. Cynthia Bentzen-Mercer, a seasoned business executive, human capital strategist, author, and executive coach. With a career spanning over 30 years in gaming, hospitality, and healthcare, Dr. Bentzen-Mercer shares pivotal moments, challenges, and strategies from her journ…
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Strategies for Cross-Border Employment with Meredith Morris
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In episode 161, Coffey talks with Meredith Morris about global employment strategies and challenges for U.S.-based companies. They discuss the Texas SHRM Global Business Conference; reasons companies seek international talent; alternatives to H-1B visas; risks of misclassifying workers as independent contractors; employer of record (EOR) services; …
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Smart Cost-Cutting Strategies to Boost Your Business Profits
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Discover proven cost-cutting strategies that can significantly increase your business profits without sacrificing quality. In this episode of 'The Business Behind Your Business,' we dive deep into practical tips and techniques to streamline your operations, reduce overheads, and drive sustainable growth. Some of the strategies include: Assess Curre…
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Business Succession Research Completed by the University of MN
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Business Succession Research Completed by the University of MN Our guest for today's show is Michael Darger, U of M Extension Specialist, who focuses on community economics and Business Succession. His background in years with Economic Development agencies led him to focus on Business Retention and Expansion work, which eventually landed him at the…
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Board Leadership in the Era of Artificial Intelligence
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Last week, our virtual roundtable series returned with a fourth installment focusing on the company boardroom and how boards of directors can successfully navigate the high-stakes leadership decisions that are emerging with the rise of generative AI. Our panelists—Marissa Geist, Chief Executive Officer at Cielo Talent; Camille Olson, Partner at Sey…
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Episode 837 "Culture, Communication & Brand Moments": Innovating solutions for the financial industry is CEO and author Greg Hock
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Best-selling author and CEO of Rx4Tax Greg Hock talks about his journey as an entrepreneur, A successful accounting professional has dedicated his next career move to helping the financial industry best serve their clients in a quickly changing economic environment. 📘 Download our FREE book: The 3-Pillar System to Scale Your Business to 7 Figures. …
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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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Episode 836 "Pivot Perspectives": From Military to Marketing Maverick: Lars Helgeson's Journey to CRM Success
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Join us as Lars Helgeson shares his inspiring transition from the Air Force to becoming a leading figure in CRM innovation. Discover the defining moments that shaped his entrepreneurial path, the challenges of building GreenRope, and the critical lessons he learned along the way. This episode is packed with insights on leveraging past experiences, …
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Episode 835 "Successful Minds": Empowering Young Minds: A Conversation with Children's Author Kale Sudhoff
20:31
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Join us in this inspiring episode of Successful Minds as we sit down with Kale Sudhoff, a 19-year-old accomplished author and illustrator renowned for his impactful children's books. Kale discusses the personal stories and moments that have inspired his focus on themes of self-belief, emotional intelligence, and inclusivity. We delve into his creat…
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Episode 834 "Moments with Foo": Morgan Kylia on Healing & Optimizing Human Performance Through Massage Therapy
51:38
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In this enlightening episode, we welcome Morgan Kylia, a passionate and experienced licensed massage therapist who dedicated her career to understanding and optimizing the human body. Morgan has developed an integrative approach to massage therapy, combining stretching, breathwork, and Western and Eastern modalities to tailor each session to her cl…
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Women Contractors Who Grow Their Companies by Growing Their Networks
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Women Contractors Who Grow Their Companies by Growing Their Networks We had the honor of interviewing two women from the Association of Women Contractors in today's episode! Barb Lau, its Executive Director, and Missy Scherber, an AWC member and Co-founder of Scherber Excavating. It was a fabulous conversation! AWC was founded by a small group of w…
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Evolving Options for Employer-Provided Health Insurance with Matt Morris
42:16
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In episode 160, Coffey talks with Matt Morris about various health insurance options and strategies for employers, particularly small to medium-sized businesses. They discuss recent trends in health insurance cost increases; comparing traditional fully-insured plans to alternative funding methods; health savings accounts (HSAs) and health reimburse…
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Episode 833 "Successful Minds": Transforming Manufacturing: Insights from Procuzy Co-founder Daksh Asija
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In this episode of Successful Minds, we delve into the world of smart manufacturing with Daksh Asija, Co-founder of Procuzy. Daksh shares his journey from working at Morgan Stanley and Happay to founding Procuzy, a company dedicated to digitizing mid-sized manufacturers and converting traditional factories into smart factories. We explore the rebra…
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5 Strategies to Gamify Your Next-Generation Path to Partnership
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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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Episode 832 "Pivot Perspectives": Sharon Lechter’s Path to Wealth and Wisdom
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In this episode, join us for an inspiring conversation with Sharon Lechter, co-author of the bestselling book Rich Dad Poor Dad and a leading expert in financial literacy. Sharon shares her journey from humble beginnings, scrubbing bathrooms in her family's rental properties, to becoming a successful entrepreneur and global advocate for financial e…
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Episode 831 "The Inclusivity EQ Podcast": The Dynamics of Power - Elderly Abuse (With Dr. Lorie Hood, PhD)
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The Inclusivity EQ Podcast explores the multifaceted nature of inclusivity, offering subscribers valuable insights on building a better world—one person, team, and organization at a time. In its latest episode, Dr. Lorie Hood delves into the complex dynamics of power as they relate to elder abuse, shedding light on the nuances of our collective hum…
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Episode 830 "Moments with Foo": Johanna Godinez on Transforming Lives Through Yoga and Mindfulness
23:03
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In this enlightening episode, we are joined by Johanna Godinez, a businesswoman with an MBA and a renowned human success development coach. With over 15 years of experience, Johanna has transformed countless lives through her innovative approaches to habit development and personal growth. As the Founder of B.A.Y. Lifestyle and Beyond Asana Yoga Sch…
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In episode 159, Coffey talks with Mark Smith about employers’ shift towards skills-first hiring. They discuss the evolution of applicant evaluation to skills-first hiring; the diminishing relevance of college degrees in hiring; the importance of soft skills in employee retention; the process of developing a skills-based hiring approach; the use of …
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Episode 829 "Successful Minds": Navigating Career Crossroads: Insights from Mustafa Ammar
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In this episode of Successful Minds, host Patricia Baronowski-Schneider delves into the captivating career journey of Mustafa Ammar, CEO of The Passion MBA. From pharmacy to international diplomacy and investment banking, Mustafa's path is nothing short of remarkable. Join us as we explore pivotal moments, cultural influences, and strategies for ca…
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Today we welcome back to the podcast Jacqueline Schafer, founder and CEO of Clearbrief. Jacqueline is an entrepreneur who previously worked as a Paul Weiss litigator, in-house counsel, and assistant attorney general. Clearbrief is a legal tech company with the goal of transforming the legal writing process. Last year, the company launched its own s…
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The Corporate Transparency Act: What you Need to Know
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The Corporate Transparency Act: What you Need to Know Our guest for today's show is Scott Seiler, Founder and Partner at Seiler Law. Scott and his team practice in the areas of business M&A, employer representation, and several other related practice areas that pertain to the needs of entrepreneurs. The requirements for filing under the Corporate T…
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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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Spotting Employee Red Flags: Navigating Employment Challenges in SMEs
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Employee issues can drain time, resources, and morale from your business. By addressing these red flags early and effectively, you can maintain a positive workplace environment and ensure your business thrives. Our experts James Frank and Raj Nathoo discuss the common issues that arise with employees in small and medium-sized businesses. From legal…
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Episode 828 "Pivot Perspectives": Mike Grady's Journey from Air Force Discipline to Business Mastery
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Join us as we dive into the incredible journey of Mike Grady, who transformed his Air Force discipline into business success. In this episode, Mike shares how his military experiences in adversity and resilience shaped his entrepreneurial spirit. Discover his unique approach to leveraging military principles for business mastery, the challenges he …
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S6 Episode 8: Harnessing AI and Technology for Nonprofit Innovation with Jacek Siadkowski from Tech to the Rescue
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In this episode, we delve into the transformative power of AI and technology in the nonprofit sector with Jacek Siadkowsk, co-founder and CEO of Tech to the Rescue. Our discussion explores how tech innovations are revolutionizing nonprofit operations, from enhancing efficiency and service delivery to driving social good through scalable solutions. …
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Episode 827 "Successful Minds": Unlocking Income Independence: An Interview with The Income Coach, Steve Selengut
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Join us on the Successful Minds podcast for an insightful conversation with Steve Selengut, renowned financial advisor and author of "The Retirement Income Independence Coach." In this episode, Steve shares his expert knowledge on achieving financial independence through income-focused investing. We explore key topics including: * The Goal of Incom…
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Episode 826 "Moments with Foo": Ted Erickson on Diversifying Your Retirement with Self-Directed IRAs
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In this episode, we welcome Ted Erickson, founder of MyDirect IRA and a seasoned expert in the Self-Directed IRA space. With a rich background rooted in Southern California's real estate industry, Ted brings over a decade of experience in helping individuals diversify their retirement portfolios beyond traditional stocks and bonds. He shares invalu…
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HR News: It's All About Engagement with Ashley Smalley
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In episode 158, Coffey talks with Ashley Smalley about recent HR trends and news items related to employee engagement and workplace culture. They discuss Gallup's global survey on gender differences in employee engagement; the importance of leadership communication and employee feedback; the concept of "personality hires" and its potential drawback…
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RISR: Empowering the Business Owner's Most Trusted Advisor
22:18
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RISR: Empowering the Business Owner's Most Trusted Advisor We talked today with Jason Early, the Founder and CEO of RISR, a tool used by advisors to business owners looking to understand the value of their companies and what they can do to maximize a future exit. Jason is not new to the M&A space. Through his various leadership roles, he's become w…
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This week, we welcome Kimberly Fine and Neil Handwerker, co-founders of ex judicata, an organization which helps lawyers seeking new careers in other fields. Neil started as a law firm associate, but soon left practice to pursue business. Prior to developing ex judicata, he worked in legal recruiting for 15 years, placing partners and associates in…
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Episode 825 "Successful Minds": Aligning Purpose and Profit: Norbert Orlewicz on Transforming Business Values into Success
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In this compelling episode of the Successful Minds Podcast, we're joined by Norbert Orlewicz, a renowned digital marketing strategist and speaker, who dives deep into the integration of personal mission and values in business. Norbert shares invaluable insights on how entrepreneurs can identify their core values and seamlessly weave them into their…
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6 Key Drivers to Designing Effective Compensation Programs for Future Leaders
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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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Episode 824 "Pivot Perspectives": Creative Funding and Bold Moves: How Troy Helming Pioneered Renewable Energy Ventures
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Join us as we dive into the inspiring journey of Troy Helming, a pioneer in the renewable energy sector. From his modest beginnings to becoming a leading entrepreneur in clean energy, Troy shares the defining moments that shaped his path. Learn how he turned setbacks into success, creatively funded his ventures, and navigated the challenges of the …
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