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We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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China Field Notes – with Scott Kennedy

Center for Strategic and International Studies

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Understanding China has become more difficult than ever. It has also become more important than ever. Whether the United States and China are rivals, partners, or a mix of both, effective policy will only be as good as the information on which it is based. Host Scott Kennedy, the Senior Adviser and Trustee Chair in Chinese Business and Economics at CSIS, has been one of the few American scholars to travel between Washington and Beijing in recent years. His travels are driven by a firm belief ...
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Terser Adamu, who is an Africa Business Strategist, International Trade Adviser, and Director at ETK Group, hosts the award-nominated Unlocking Africa Podcast. During each episode he shares his thoughts on how to unlock Africa’s economic potential in the 21st century. This is delivered through engaging and thought-provoking discussions with innovators, entrepreneurs, investors, policymakers, and business leaders who are unlocking Africa’s economic potential. Whether you're a business leader, ...
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Miguel Aristizabal is an in open innovation expert with a passion for crowd collaboration and co-creation ecosystems that trigger human behavioral shifts to help solve urban challenges, reshape local governments, and transform organizations. Over the past decade, Miguel has held various specialist roles where he has led the transition of traditional public and private sector institutions towards dynamic collaboration environments through collective intelligence sharing. Some of Miguel’s most ...
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Brand & New is a podcast produced by the International Trademark Association (INTA) and focused on innovation. Published monthly, each episode consists of an open dialogue with experts, visionaries, and influential people from all over the world in order to learn more about the evolution of the legal and intellectual property ecosystem, its concepts, and all actual or potential consequences. Because we consider innovation as a pillar of INTA’s Strategic Plan, and because it is key to “walk t ...
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Crump Insights

Crump Life Insurance Services

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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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The Game-Changing Women of Healthcare is a podcast featuring exceptional women making an impact in healthcare today. We celebrate our guests’ accomplishments, setbacks, and the lessons they've learned throughout their careers. We dig into the many healthcare issues we face today and how these innovative leaders are working to solve them. Join host Meg Escobosa in conversation with some of the many brilliant, courageous women on the front lines of the future of health.
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Rachel Cheetham, Business owner, business adviser, coach and mentor explores everything business in The Curious Business Guide. If you're curious about every aspect of doing business and always keen to learn new things, each episode explores a challenge that came up for either a business she is working with or in the business she helps to run. This is a podcast for all those who run a small business, regardless of what point you are in your journey, who want answers to daft questions, practi ...
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Ideas and Lives

Bob Lerman and Zvi Bodie

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People with compelling ideas who have led interesting lives are interviewed in this podcast by social policy economist Bob Lerman and financial economist Zvi Bodie.
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Welcome to The M&A Launchpad Podcast hosted by Casey Minshew and Feras Moussa with Equity Launchpad. On this podcast, you will gain insights on acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, at Equity Launchpad, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions.
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The Ongoing Transformation

Issues in Science and Technology

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The Ongoing Transformation is a biweekly podcast featuring conversations about science, technology, policy, and society. We talk with interesting thinkers—leading researchers, artists, policymakers, social theorists, and other luminaries—about the ways new knowledge transforms our world. This podcast is presented by Issues in Science and Technology, a journal published by Arizona State University and the National Academies of Sciences, Engineering, and Medicine. Visit issues.org and contact ...
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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Money. Mimosas. Mythbusting. That Mint Podcast is the brainchild of Cathi Harrison (Director of The Verve Group) and Jo Campbell (Director at Para-Sols). It is also an AWARD-WINNING podcast for the 'Best Podcast - New' at the Investment Marketing and Innovation Awards 2021. Fed up of answering the same questions to people who don’t know financial services (What is a paraplanner? Do I actually need a pension? What the hell does an adviser even do?) the pair decided to create something that co ...
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Tourpreneur is a community of passionate tour business owners eager to improve their skills and increase their profits. Our community is passionate about helping each other. As small tour business owners, we understand it’s a lonely job, a daily grind, and easy to become a busy fool… working harder but not smarter. The Tourpreneur community helps you get advice from your peers as well as experts in the areas you need to grow your business and make it more profitable. Whether you explore our ...
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When it comes to fintech, Sam Maule. and Maia Bittner have definitely honed a few talents over the years. They've got over a decade each in banking and payments industry, so they've earned their stripes. Now, some in the industry like to dub them fintech thought leaders- but they prefer to see themselves as perpetual fintech interns. And that's precisely why they decided to launch the Artificially Intelligent podcast - to create a platform where they can learn and look about edge cases in fi ...
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Get to know the people behind energy efficiency, demand responses and distributed energy resources. Ours is a complex ecosystem of people designing, implementing, managing, marketing, researching and evaluating programs and new technologies. The ultimate goal -- saving energy! We get to the heart of the action, talking to the people who are making things happen at utility companies, the implementers, manufacturers, trade allies and industry influencers.
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This podcast is all about superannuation and giving you the knowledge to do better. We also run a weekly zoom class that you can attend for free and ask questions about this podcast topic or anything related super, and of course, it's recorded for Scientiam members Simply email me nigel@scientiam.com.au, and we will send you the details Or go to scientiam.com.au and register there. Before I go on, I need to give you the legal bits – all content in this podcast by me and any guests is general ...
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show series
 
Send us a Text Message. Discover how Donor Advised Funds (DAFs) can revolutionize your approach to philanthropy with Salomon Serfati, CEO and co-founder of Chariot. Saul joins us to shed light on how DAFs offer significant tax benefits and the flexibility to time your contributions for maximum impact. Through a touching personal anecdote, Saul reve…
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Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the …
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Today we’re to be joined by Janene Hawkins Bush. who unravels the blueprint for cultivating thriving salon businesses through team ownership, and seizing every opportunity—without fear. Leading four award-winning salons along the Suffolk coast, Janene Hawkins Bush is committed to moulding the next generation of stylists and salon leaders. She mento…
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Episode 131 with Onyeka Akumah is a serial entrepreneur. He is the founder and CEO of Treepz, Africa’s leading corporate mobility solutions startup. He is also the Co-Founder and CEO of Plentywaka, West Africa’s largest shared mobility platform, which has completed close to 500,000 customer journeys with operations in Nigeria and Ghana. Plentywaka …
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In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Alexis Grant, an entrepreneur with two successful exits and founder of a company that helps sellers learn more about their businesses and position them for an exit. Alexis discusses how data adds value in positioning a business and crafting an o…
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This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the series I'm cal…
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On this episode of China Field Notes, Scott Kennedy speaks with Jack Chang, one of the world’s foremost experts on Taiwan’s semiconductor industry. They discuss the industry in-depth, from the original policies that led to the establishment of companies like TSMC and UMC to disruptions during the Covid-19 pandemic. The conversation then shifts to t…
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In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…
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In today's episode host Pete Moore talks with Mauro Frota, the innovative mind behind BHOUT-a company that's revolutionizing the exer-gaming industry by merging gaming and boxing into an immersive, competitive experience. Mauro takes us through the unique premise of his company, which offers a trifecta of modes: learning, playing for clubs, and pur…
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Welcome to this Election Special of Ask Me Anything with Jimmy McLoughlin: Insights into British Politics and Business In this episode of 'Ask Me Anything,' Jimmy, former business adviser to Prime Minister Theresa May, addresses a variety of questions about the future of British government and business. Topics include the appointment of James Timps…
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Most people are familiar with DNA, but its cousin, RNA, has become widely known only recently. In 2020, of course, RNA was in the news all the time: the COVID-19 virus is made of RNA, as are the vaccines to combat it. Technologies based on RNA could lead to innovations in biology, medicine, agriculture, and beyond, but researchers have only scratch…
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What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence and the rigorou…
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Episode 130 with Edna Frimpong who is an award-winning entrepreneur who is making remarkable strides in the shoemaking business. Affectionately called the "shoemaker girl," Edna is breaking barriers and inspiring others to pursue their passions, regardless of societal norms. Edna's journey as an entrepreneur began while she was a student at Adonten…
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Excuse the length of this episode, but I jealously didn’t want to stop interviewing this week’s guest, Kyle Campbell, who runs her small-group multi-day tour company, Sudden Journeys. For some of you listening, this might be the episode you need to hear to relase yourself from the burden of thinking you have to keep producing more content to sell y…
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What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teaching to a succe…
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Joe Cannato, a dedicated coach and fitness veteran, started an ambitious journey in Fairfield, Connecticut, where he initiated a youth sports program. Despite his initial hustle, the program didn’t achieve the growth he was hoping for, compelling him to start again from scratch. Joe talks about this, his beginnings from studying nutrition and diete…
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Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …
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Send us a Text Message. Can a single phishing attack lead to the financial ruin of millions? Brace yourself as we uncover the catastrophic data breach at Evolve Bank, orchestrated by the infamous LockBit ransomware group. Maia and Sam dissect this digital disaster, where a simple phishing scam blew open the floodgates, exposing the personal identif…
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The Ongoing Transformation will be back next week with a fantastic episode on RNA and the future of biology. This week we are sharing a podcast from the Progress Network that we think you’ll enjoy. On What Could Go Right?, Progress Network founder Zachary Karabell and executive director Emma Varvaloucas talk to experts about the world’s challenges—…
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This is the third episode in the “Women Leaders Series,” a collaboration between Brand & New and The Women’s LeadershIP Initiative. It brings together women leaders in diverse roles and representing various organization types in the brands and IP ecosystem. These women are at the forefront of industry trends and the conversation around how the land…
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Today we’re joined by Francesca Rivetti, an award-winning hairstylist who hails from the UK but has made her mark in America. Francesca’s journey is inspiring. From her early days immersed in hair design to pioneering roles with Graham Webb International and winning major awards like the NAHA Editorial award, Francesca has shaped a career marked by…
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Episode 129 with Efayomi Carr, who is Principal at Flourish Ventures, leads Africa investments for Flourish Ventures, and has worked with founders in the startup ecosystem for the last five years. As of November this year, fundraising declined to nearly pre-Covid levels, with startup founders raising only $3.2 billion in a difficult macroeconomic c…
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Though born in the UK, Chris moved to the US at age 8 and attended high school in Larchmont, NY. He entered MIT in 1963 in time to work on the early computers, learning how to program and later how to create computer compilers (translating programs using high-level languages to machine language). Chris recounts his early career at MIT and his subse…
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My absence from the podcasting waves over the last couple of weeks has been due to my bustling experience at the brand new HAIRCON event in Manchester’s O2 Victoria Warehouse. In today’s solo episode, I invite you to join me as I share an off-the-cuff episode, reflecting on the raw energy and my personal insights on taking the HTCI Platform stage t…
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In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Tato Corcoran, an entrepreneur with a real estate portfolio and a manufacturing business. Tato discusses her journey of running her first business after a long career in the tech industry in Silicon Valley. In her quest to replace a tech industr…
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Nancy Trent, inspired by her father's early dedication to health, cultivated a lifelong passion for wellness. Recognizing a gap in the market 30 years ago, when wellness was an unfamiliar concept and healthy products were met with skepticism, she pioneered the first wellness public relations (PR) firm. Trent's innovative vision and relentless effor…
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Send us a Text Message. Ever wondered how credit card loyalty programs actually work and why some stand out more than others? Join us as we unravel the secrets behind these fascinating systems! Our episode kicks off with Maya Bittner and Sam Maul taking you on a nostalgic journey through the origins of loyalty programs. We highlight milestones from…
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Ania Wysocka experienced her first panic attack during university which subsequently set off a spiral of fear and negative changes in her life. Initially not understanding what was happening made the situation extremely challenging. This frustration fueled her determination to find a solution. After learning about some tools to help heal and manage…
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Description: Sometimes not getting what you want paves the way to a better story. Niki Leondakis is the CEO of the largest yoga studio brand in the US, and her journey has been characterized by learning from challenges time and time again. She joins us to share how she has found opportunity in adversity, honed her listening skills as a leader, and …
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Inside Huel HQ: A Deep Dive into the Future of Food Join us as we explore Huel HQ and meet the visionaries behind this pioneering food company. From product development to nutrition, marketing, and even their on-site gym personal trainer, get an exclusive look at how Huel has sold over 300 million meals worldwide. Hear insights from Huel's product …
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Host Peter Syme sits down with Ambrose Bittner, a seasoned operator of private customised tours across Asia. They delve into the intricacies of running a tour operation, touching on key aspects like process engineering, client communication, and the decision to outsource tasks versus keeping them in-house. Ambrose shares his journey through COVID-1…
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Episode 128 with Ibrahim Toyeeb Ibitade, co-founder and CEO of Leatherback, on his remarkable journey as a fintech founder and entrepreneur and the driving force behind his mission to transform global financial access for individuals and businesses. Driven by the need to enable global financial access, payments, commerce, and lifestyle opportunitie…
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Brynn Scarborough, CEO of JK Products, has been instrumental in revolutionizing the recovery space through her innovative approach and forward-thinking vision. With over 40 years of experience in the tanning and sunshine sector, Scarborough's company expanded its focus about five to six years ago to include stackable amenities in recovery and welln…
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In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew welcome special guest Kevin McArdle, co-founder and CEO of Big Band Software. Kevin Shares his incredible journey from CP of Sales at Cerner to acquiring and operating over 50 SaaS companies. After a stint teaching high school math, Kevin landed his first tech job at…
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In this episode, host Pete Moore sits down with Tessa Arnold, a former banker turned wellness entrepreneur, HALO evangelist, and Co-Founder of Snapback Energy. She shares her journey from a 12-year career in commercial banking into the entrepreneurial space. She dives deep into the challenges and triumphs of transitioning industries, the importance…
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What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…
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Send us a Text Message. Ever wondered what it's like to receive an unexpected haul of shoes just by tweeting about sore feet? Tune in as we learn about the unexpected windfalls for a finfluencer. With us is Sheel Mohnot, co-founder of Better Tomorrow Ventures, who takes us through his thrilling journey in the fintech landscape. Get an insider's loo…
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Description: In this episode of Stairway to CEO, you’ll learn all about Puneet Mehta's captivating entrepreneurial journey, from his upbringing in India and fulfilling his childhood dream of living in Silicon Valley to spearheading AI advancements at Netomi. He tells us how his parents inspired him to embrace daunting challenges, what he learned fr…
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Meg welcomes Liz Kwo, MD, MBA, and Masters in Public Health (all from Harvard). Dr. Kwo is the Chief Commercial Officer at Everly Health, a personalized diagnostic-driven care-at-home solution. She is an experienced healthcare executive specializing in P&L management, B2B/B2C marketing and sales, strategic partnerships, and post-merger integration.…
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On this installment of Science Policy IRL, Lisa Margonelli goes behind the scenes of Congressional policymaking with Brent Blevins. Blevins is a senior congressional staffer and staff director of the Space and Aeronautics Subcommittee, which is part of the US House of Representatives’ Committee on Space, Science, and Technology. Blevins talks about…
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Send us a Text Message. Could the collapse of a major fintech entity be more complex than a simple case of fraud? Join us on this intriguing episode of "Artificially Intelligent," where Maia Bittner and Sam Maule, with their signature mix of humor and insight, navigate the murky waters of fintech controversies. We jump right into the latest buzz su…
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Episode 127 with Elizabeth Rossiello, who is the CEO and founder of AZA Finance, an established provider of currency trading solutions that accelerate global access to frontier markets through innovative infrastructure. By leveraging cutting-edge technology in its flagship products, TransferZero and BFX, AZA is able to significantly lower the cost …
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In this episode, we welcomed Nick Patrick, the Managing Partner at Coda Capital, to discuss his journey from corporate America to purchasing his first business, a catering and wedding venture. The conversation delved into the nuances of transitioning from buyer to seller, exploring the ecosystem, pros, and cons of the catering industry. This episod…
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Larry Blundred found solace and a new passion through an unexpected yet heartwarming intervention by friends. In the wake of his wife's passing due to a brain tumor, Larry was navigating a tumultuous period, balancing the demands of his job and his role as a caretaker. Amidst all this, he was introduced to pickleball by two friends. Initially unfam…
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Are you a hairstylist looking to elevate your career and get your salon on the map? Then today’s episode of the How To Cut It podcast is exactly what you need to tune into. Put on your headphones, turn up the volume, and stay locked in as we dive deep into the world of industry awards with a special focus on local recognition and why it matters mor…
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Want to work for Jimmy's Jobs? Apply here Unlocking Talent & Success: An Exclusive Interview with Tyler Cowen | Jimmy's Jobs of the Future In this episode of Jimmy's Jobs of the Future, Jimmy interviews Tyler Cowen, one of the world's most influential economists, known for his expertise in talent. They discuss Cowen's insights on finding and nurtur…
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