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A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
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You & Your Money
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You & Your Money

Weiss, Hale & Zahansky Strategic Wealth Advisors

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Be empowered to Live Well with quick and valuable financial tips, insights, and strategies for every stage of life and business. The financial advisors at Weiss, Hale & Zahansky Strategic Wealth Advisors cover everything from strategic financial planning and wealth building to investments, retirement planning, college planning, estate planning, and more. Ready to "Plan Well. Invest Well. Live Well.™"? Tune in and subscribe.
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Colleen Klimczak, CPO, discusses how to create and live Your Organized Life. We cover topics like productivity, time management, strategic planning, and prioritization in your personal and professional life. We explore using organizational coaching, virtual organizing and planning, focus and and accountability to live better lives! Learn more at PeaceOfMindPO.com!
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Thomas Edison said, "Genius is 1% inspiration, 99% perspiration." This show interviews hard-working construction company owners and executives who share their wisdom, perspectives, and lessons learned from decades of experience bidding, planning, and building profitable projects. Topics include leadership, strategic planning, conflict resolution, niche identification, succession planning, talent management, business development, and business growth. Industry expert, Eric Anderton also shares ...
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Catherine Cantey’s goal is to partner with individuals and teams to create positive and measurable change. She brings more than 20 years of professional experience in sales, consulting, and coaching with focus on results. Some of her experiences include strategic planning with board and leadership teams, training, and speaking. Her ability to facilitate, collaborate and share ideas has earned her exceeding results. Business Vitality® and the Business Vitality® podcast are owned by Cantey Adv ...
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Changing Higher Ed is dedicated to helping higher education leaders improve their institutions. We offer the latest in higher ed news and insights from top experts in higher education who share their perspectives on how you can grow your institution. Host Dr. Drumm McNaughton is a top higher education consultant, renowned leader, and pioneer in strategic management systems and leadership boards. He's one of a select group with executive leadership experience in academe, nonprofits, governmen ...
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Daily Ops Boost is your ultimate resource for mastering the inner workings of running a successful agency. This podcast is designed to redefine the way you perceive 'Operations,' going beyond systems and processes, and highlighting its pervasive role in every aspect of your agency - from lead generation, sales, and fulfillment, to HR and finance. Each week, we'll delve deep into strategic planning, client service, quality control, technology management, risk mitigation, and even cultural dev ...
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Valuation Podcast .com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a business valuation expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com ...
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The Next CMO podcast features discussions with leading experts in marketing, marketing technology, and strategic execution. Topics include marketing strategy, planning, demand generation, case studies, analytics, digital marketing techniques, and innovative marketing strategies. The Next CMO is sponsored by Plannuh, the leading provider of AI-based marketing planning and budgeting systems. The podcast is hosted by Peter Mahoney, the CEO of Plannuh and long-time CMO for startups through multi ...
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The People and Performance Podcast offers insights into the strategic competencies, behaviors, and results needed to increase the performance of employees. From attraction and recruitment through onboarding and measuring all the way to succession planning, each episode will take a deep dive into the stages of workforce planning you need to master in order to guarantee long-term success in a rapidly changing world of work. Hosted by Chris Bjorling, Bill Banham and others, each interview is ar ...
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I am Tom Spitale, a Partner at Impact Planning Group - welcome to our Podcast! Along with my colleagues and Partners Mary Abbazia and Sean Welham, we are the authors of "The Accidental Marketer" published by Wiley. Through our book and our consulting practice, we help (mostly B2B) Accidental Marketers create unique and compelling strategies that differentiate their products and services from the competition. Our podcast addresses important B2B strategic marketing issues and is designed to he ...
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College Sports Communicators is the premier professional and educational association for strategic, creative and digital communicators across intercollegiate athletics in the U.S. and Canada. Known as College Sports Information Directors of America (CoSIDA) for its first 65 years (1957-2022), the organization adopted a new name and associated visual identity in 2022-23. Our new brand identity is a major step in a larger strategic plan to define the association’s evolution and expansion. It i ...
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Have you ever sat there and wondered "What am I doing here stuck in the concrete zoo of the corporate world?" Are you itching to get out? Chris Lalomia and his co-host Alan Wyatt traverse the jungle of entrepreneurship. Together they share their stories and help you explore the wild world of SCALING your business. With many years of owning their own small businesses, they love to give insight to the aspiring entrepreneur. So, are you ready to make the jump?
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The Overthinkers
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The Overthinkers

Rachel Mercer & Shann Biglione

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From big strategy questions to everyday marketing life realities, The Overthinkers is a weekly, 20 min conversation between two ex-marketing strategists: Rachel Mercer (@rachelmercer - Head of Design at JPMorgan Chase + ex-CXO at Proto) and Shann Biglione (@LeShann - co-founder and Head of Product at Kelp + ex CSO at Publicis Media). It is for those who like to (over)think about strategic planning, with delightful guests occasionally joining Rachel and Shann for extended discussions. Availab ...
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Strategies@Work, LLC, provides strategic planning, coaching, and training to facilitate transforming solutions for organizations, enabling them to achieve excellent performance. SaW’s philosophy is based on the presupposition that the timeless universal values and principles found in the Bible facilitate organizational excellence. The adroit application of these values and principles will enable organizations to achieve enduring world-class success. The Strategies@Work Podcast will feature s ...
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LIVE MONDAYS 3 PM ET/2 CT/1 MT/12 PT How much of our success is dependent on our personal network and how we lead ourselves, our team, and our clients? Most entrepreneurs miss out on opportunities due to lack of leadership or not knowing how to connect with the people they want to help. They struggle keeping their sales pipeline full and booking qualified leads. On the Business Leaders Network show JR Spear, Strategic Business Success Coach will use his experience from growing up in the mart ...
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TreasuryCast
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TreasuryCast

TMI - Treasury Management International

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Welcome to TreasuryCast, the podcast series brought to you by Treasury Management International, a well-respected and independent voice in the treasury world. TreasuryCast showcases topical, pragmatic solutions and strategic insights providing valuable material for all practitioners, from experienced treasurers and CFOs to those new to the profession.
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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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Welcome to the Discerning Strategies Podcast with Impact Coach Michael Messer. Through strategic guidance and meaningful engagement, Michael will help you to define your business’ purpose, craft a plan for impact, meet your financial goals, and foster valuable connections with employees, customers, suppliers, and local organizations. Join Michael and his guests as we learn together how to see clearly and act wisely.
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Who is it For? Founders of CPG start-ups. What is It? Zero B.S. perspective on running your start-up well, understanding the biases of industry stakeholders and getting the industry to work for you, not the other way around. When? Every month. Your Host: Dr. James F. Richardson of Premium Growth Solutions, LLC www.premiumgrowthsolutions.com If you want to take my founder's Quiz to see if you are ready for exponential growth, please visit : www.premiumgrowthsolutions.com/founder_resources and ...
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Raising Tech is your guide to understanding the role technology plays in your community, where to invest to transform culture, and how to bring your team and residents along the journey. Tune in for tech trends, hot topics and meet the people behind the tech landscape in senior living to gain practical technology knowledge you can apply in your community today. Powered by Parasol Alliance (www.parasolalliance.com), The Strategic Planning & Full-Service IT Partner Exclusively serving Senior L ...
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A podcast from BWBR. For the curious. For the obsessed. For those with a craving to take their organizations and spaces to new heights, with a side of design. We explore topics and issues affecting how we heal, learn, work, research, play and pray with those whose passion and expertise centers on the spaces that enable us to do all of that.
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Small Biz 101 Podcast
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Small Biz 101 Podcast

Connie Whitesell - Business Planner, Strategist, Coach

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All You Need to Know to Start or Grow Your Small Business! Through a combination of interviews and topics presented by your host, Connie Whitesell, you will learn how to: Determine the ideal small business for you and create a comprehensive business plan providing the roadmap for your business success. You will learn how to grow your existing small business through strategic planning, utilizing short-term and long-term marketing strategies tailored specifically to you and your industry, and ...
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Viim, CEO and Passion on Purpose; Leaders on Center Stage podcast host Steph Hilfer. She previously hosted, The Weekly Share with CayCare, discussing with her guests their businesses and other industry specific topics of discussion. She's been on more than 20 podcast guest appearances herself. Her company, Viim is your visual, integrated and intentional marketing partner. They help you think bigger and envision new levels of success through strategic planning to enhance your overall business ...
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We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
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Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
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My name is Jay Shetty, and my purpose is to make wisdom go viral. I’m fortunate to have fascinating conversations with the most insightful people in the world, and on my podcast, I’m sharing those conversations with you. New episodes Mondays and Fridays. Please rate and review the podcast if you enjoy it. Live life today ON PURPOSE.
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“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy ...
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Gerry Foster Branding, CEO and Brand-Forward Leadership podcast host, Gerry Foster has been in the strategic branding field for over 30 years. He's helped over 100,000 small businesses in 600 different industries with their branding. He has been podcasting for three years and has been on more than 200 podcast and media guest appearances.
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The CFO role is changing rapidly, moving from cost controller to strategic visionary and with every change, comes opportunity. We are here to help you take advantage of this transition to win at work, drive your career forwards, and lead with confidence. Join Hannah Munro, Managing Director of itas, a Financial Transformation consultancy, as she interviews key experts to give you guidance on how to transform your processes, people and data. Welcome to CFO 4.0, the Future of Finance.
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Lively discussions among thought leaders across the country on how to survive and thrive in the federal marketplace through excellence in business development management practices.
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In our 100th episode of the Why We Plan podcast, BEI founder John Brown is joined by George Sandmann, CEO of Growth Drive, to discuss the topic of strategic planning and creating transferable value for owners. John and George dive into transferable value as an important metric for evaluating business success and its significance in exit planning. F…
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Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across th…
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Learn how CSCU’s unification of its once-siloed community college is building a sustainable higher education model and helping improve retention and enrollment. The first half of this two-part series with Connecticut State Colleges and Universities (CSCU)’s Chancellor Terence Cheng explores how CSCU partners with local businesses to ensure equity a…
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What is the impact of shifting trading conditions, and how is this reshaping the way treasurers do business? For the fourth edition of HSBC and TMI's Sibos Spotlight series, Eleanor Hill invites Vivek Ramachandran (HSBC) to discuss the opportunities and challenges emerging from the ever-evolving global trade landscape, including the intersection of…
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This “Unfiltered” episode of Fixing Healthcare welcomes back Dr. Jonathan Fisher, a respected cardiologist and renowned advocate for physician well-being. On today’s show, Dr. Fisher serves up a question for Dr. Robert Pearl. He recalls the classic Harrison’s Principles of Internal Medicine, a medical school textbook that now comprises more than 3,…
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Mark Herschberg joins the Small Business Safari today and talks about leadership development and getting the most out of people and opportunities using a more scientific approach. He is a Fractional CTO and coach to many software startups and brings a unique approach to leveraging peoples technical talents to achieve incredible outcomes. His traini…
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In this episode, we discuss the rates development in the US and Europe, and the different policy paths that both central banks are likely to take despite weakening consumer sentiments. In Europe, the indicators point to the ECB keeping a Hold in rates owing to very weak sentiment and as credit lending in Europe remains low. In the US, treasury yiel…
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Building blocks shape the foundation of a construction company while stumbling stones reveal the path to success. In this episode, our guest is Oliver Fernandez, a construction company owner that has completed over $100M worth of construction projects. Oliver discusses the building blocks and stumbling stones of running a construction company. He s…
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Life is a series of packed bags, and some need to be unpacked for you to reach your goals. Colleen Klimczak, CPO, discusses organizing home offices & small businesses, paper & time management, using home spaces in their best possible way, and creating time with family in this weekly podcast. Learn more at PeaceOfMindPO.com!…
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Welcome to a special edition of the CFO 4.0 podcast, brought to you in partnership with the ACCA at CogX Festival. In this live panel event, host Hannah Munro is joined by an expert panel of speakers as they dissect the future of financial leadership, offering a fresh perspective on what lies ahead for CFOs and financial teams in the journey toward…
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Your host, Catherine Cantey, talks with Founder & CEO of Wrong Fit, Right Fit, Andre Martin. In this episode, we dive deep into the evolving landscape of modern organizations and the critical need to re-recruit employees every day. Andre Martin sheds light on the challenges faced by businesses in today's rapidly changing world. We talk about: -Prio…
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Business Leaders Network with JR Spear Today on the Business Leaders Network Business Strategist Success Coach, JR Spear is going to take you on a journey from the corporate world to the entrepreneurial world with his guest, Michael Fritzius. JR and Micahel have an interesting perspective on what it takes to step out of the norm and your comfort zo…
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There is a lot of talk about the changes that have taken place in the job market over the past few years, but how is that affecting the search for talent and what should a good recruiting process look like? We are looking at the current job market and the importance of having a strategic, repeatable, and scalable process to get the right talent in …
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Financial mortality is a concept that can profoundly impact your life and the lives of your loved ones. Whether you're a financial guru or just starting your journey toward financial literacy, understanding the implications of financial death is crucial. We'll unravel the mysteries surrounding this topic and shed light on the key aspects you need t…
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Do you want to live a more intentional life and unlock your creative spark? Do you want to learn how to avoid feeling burnout? Today, Kelly Wearsler joins us on the podcast to teach us how to create an environment that makes you happy, how to understand your own worth when creating a business, and how to train your own eye in order to improve your …
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In this episode, I address some of the key myths about pivoting that I have heard. Most correspond to excess risk aversion for an ideal founder. You took the risk to start this business. Let’s not let risk in the back door and prevent you from pivoting to a better path to scale. In many cases, you do not need to see a sales decline at all. Your Hos…
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In this episode of Playbook Radio, Martin Williams talks about the importance of becoming the type of person you want to be in order to achieve your goals. He explains that you can only do at the level that you are, and that means that you need to raise your level if you want to achieve bigger and better things. Martin shares a personal story about…
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Welcome to Playbook Radio, where we talk about personal development and how to live your best life. I'm your host, Martin Williams. Today, we're going to be talking about a powerful concept called "you must be before you can do." This means that in order to achieve the results you want in life, you first need to become the type of person who can ac…
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In today’s fast-paced sales environment, sales leaders must possess the agility to adapt to a variety of situations. A rigid approach to leadership may have worked in the past, but it won’t work for companies that are going to succeed in the future. In this episode of The Forward Thinking podcast, host Stephanie Barton, VP of Marketing and Communic…
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Do you like spending time alone or by yourself? How does alone time help clear your mind and fuel positive thoughts? Today, I am excited to share a conversation I had with Tom Bilyeu in his podcast, Impact Theory, where he interviews me about my profound journey through solitude, relationships, and self-love. We kick things off by shedding light on…
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In this episode of Raising Tech, our host, Amber Bardon, has a captivating conversation with Ryan Galea, CEO of Icon, where he illustrates how Icon's all-in-one engagement platform is enhancing communication and boosting resident & family engagement at Senior Living communities. Formerly CareMerge and VoiceFriends, Icon gives your Senior Living com…
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In this episode of The Next CMO podcast, I speak to Amanda Reierson, CMO of Avant. Avant (then known as AvantCredit®) was founded in 2012 with the goal of improving the borrowing experience for middle-income consumers. A byproduct of the Y Combinator startup accelerator program, Avant quickly built a reputation as an online lending platform, a repu…
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🎙 Episode #63: On Center Stage we have Heather Yancey! Join Steph and Heather while she shares her passion for living life well. Check her out here: https://www.heatheryanceyfitness.com/ Are you interested in being a guest on the Passion on Purpose; Leaders on Center Stage podcast? Apply at getViim.com/podcast…
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The team discusses various topics in this episode of The Capitalist Investor. They cover the looming government shutdown and its implications, the autoworkers strike, Joe Biden's visit to the picket line, and the closure of Target stores due to theft. They also touch on the inflationary environment and the potential impact on the market. Key Takeaw…
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#PoisedforExit interviewed Andy Kocemba, President and CEO of Calhoun Companies in today's episode. Andy and his father, Wally bought Calhoun Companies in 2009 during the peak of the Recession, and have turned it into a successful, client-centric firm that specializes in representing buyers and sellers of companies in the lower middle market and ma…
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This episode delves deep into the challenges of diversifying student bodies in higher education, especially in the wake of SCOTUS decisions on Affirmative Action. Dr. Thomas Parham and Dr. Dilcie Perez, stalwarts from the California State University system, bring their expertise and insights to the table. Drowning in Diversity Debates Higher educat…
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In this episode of the People and Performance show, we consider ways HR, L&d pros, and leaders can support a culture of continuous learning and development. Listen too, as we tackle some of the common obstacles that can block a successful L&D journey. Our guest this time is Toby Kheng, speaker, consultant, L&D enthusiast and Founder/Employee Experi…
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Welcome to Playbook Radio, your guide to mastering your mindset and mental performance. In each episode, host Martin Williams shares insights and nuggets from the books that have shaped his understanding of mindset, and teaches you how to apply these insights to your own life. In this episode, Martin discusses the powerful concept that the world wi…
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Paul opens with information on the Oct. 11 AAII presentation. Here is the link to sign up. There was a time when Paul was very critical about target date funds. But important circumstances made him more accepting of the important value of target date funds. He discusses why he changed his mind but explains why he still thinks you should build the g…
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It’s no secret that doctors hold themselves to incredibly high standards, driven by a dedication to patients and a desire to save lives. It’s also understood that, in medicine, self-imposed high standards are fully reinforced by colleagues, administrators and an endless chain of performance metrics. However, less commonly understood (and almost nev…
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Have federal student loans? 🎓 Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules presented by Leisl L. Cording, CFP®, CDFA®. - Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can help you create a tailored strategy to help you P…
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Live from Future Proof, the world’s largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being. Listen now and learn: The three generations of behavioral finance The difference between “errors” and “wants” The tradeoffs between a financiall…
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In this episode, Serene Chua, Mandate Advisor at Julius Baer, and Jiazhi Chen, Head of Next Generation Investment Solutions at Julius Baer, share their insights about the megatrends that are shaping the future. What are the “Winners of tomorrow”? How can we harness the megatrends of today to deliver investment returns? Find out more in this episode…
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Wendy Sellers, The HRlady, joined the guys on this episode to give the NO NONSENSE scoop on how human resources is more important than business owners realize. Wendy tells us it should be looked at from a marketing perspective. HR can be an important part of setting up and running a solid company with a great culture. She doesn’t care if you have 5…
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Building a profitable construction business and maximizing profits in any market can be challenging. However, some strategies and principles can help business owners achieve profit goals. Today, we will explore what profit first strategy is. Susanne Mariga, the CEO of The Mariga Group, identifies powerful strategies for building a profitable constr…
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Transforming project managers into influential leaders is the cornerstone of predictable profit in construction. In this episode, host Eric Anderton sits with Kyle Nitchen, who launched “The Influential Project Manager”. Together, they discover the secrets of transforming ordinary project managers into influential leaders who consistently deliver o…
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🎙 Episode #62: On Center Stage we have Steph! Join Steph while she shares her debunking lessons she has learned about emotions in business. Are you interested in being a guest on the Passion on Purpose; Leaders on Center Stage podcast? Apply at getViim.com/podcastBy Steph Hilfer
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When a big life event appears on Colleen's calendar, the temptation is to skip some regular routines. She explains why those routines, though, become more important at times like these. Colleen Klimczak, CPO, discusses organizing home offices & small businesses, paper & time management, using home spaces in their best possible way, and creating tim…
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In this episode of the CFO 4.0 Podcast, Hannah Munro delves deep into the ever-evolving world of procurement with our guest, Thomas Siersbæk Heller-Njor, Founder and CEO of CostBits. Together, Hannah and Thomas explore the challenges and nuances of aligning procurement with financial insights and how technology, particularly SaaS, is paving the way…
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You know marketing is essential to your wedding planning business. But hiring a pro may be out of reach, and figuring it out on your own can be overwhelming. That’s where Tayler Cusick Hollman comes in. Her program Enji helps small business owners develop a customized marketing strategy in minutes. It takes out the guesswork, fatigue, and expense o…
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Business Leaders Network with JR Spear Welcome to the Business Leaders Network show hosted by JR Spear, where we bring you the most inspiring entrepreneurs and industry experts. In this episode, we have the pleasure of welcoming Beth Learn, the visionary founder of Fit2B Studio, as our esteemed guest. Join us for an insightful conversation as we de…
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The 10 year treasury yield at 4.46% shows the market is not convinced that the inflation fight is done. The dollar likes higher yields, it also likes the fact that Germany’s preliminary September manufacturing PMI is at 39.8, the lowest since the pandemic mobility restrictions of 2020. At 148.4 to the dollar, the yen is it’s lowest since 1990. Bank…
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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a mediator and business valuation expert in St. Louis, Missouri. Today, we are discussing the importance of a second valuation opinion with Michael Koeppel. In his 30 years of experience, Mr. Koeppel …
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In this episode, Martin Williams discusses the importance of mindset and how the mind is only creative. He explains that successful people think differently than unsuccessful people, and that you can reverse engineer success by thinking the way that successful people think. He encourages listeners to think about their goals all the way through to t…
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Are you a parent or guardian with dreams of providing your child with a top-notch education? Do you worry about the rising costs of college tuition and wonder how you'll ever afford it? Well, you're not alone. College education expenses are on the rise, and planning for your child's future can be a daunting task. Join us as we explore a game-changi…
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Have you ever resented someone from keeping a secret from you? Do you often put other people's feelings before your own? In this incredibly vulnerable episode with Kerry Washington, we dive into the complicated nature of family and generational trauma. We learn about how both compassion and pain co-exist. We explore how to receive and react to chal…
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In this episode of Raising Tech, our host, Patrick Leonard, has a thought-provoking conversation with Serenity’s CEO, Katherine Wells, about how Serenity’s HIPAA-compliant communication platform and network connects Senior Living communities’ staff, residents and their families. Serenity’s single conversation platform allows everyone included in th…
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In this episode, Martin Williams discusses the importance of never thinking about what you don't want. He compares your thoughts to a hook, and explains that when you focus on the negative, you're more likely to attract those things into your life. Instead, he encourages listeners to focus on the positive and the things they do want to achieve. Key…
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