Best Coach Cai Podcasts (2024)

1
Cai Delumpa - Using the Enneagram to Elevate Your Coaching | Ep #24 30:07

8h ago30:07

30:07

In this episode of the Coaching Business Spotlight Show, host Kat Knecht talks with Cai Delumpa, an Enneagram expert and leader coach from Hive Leadership. The conversation explores the Enneagram, an ancient personality system used to understand core motivations and behavior patterns. Cai shares how the Enneagram differs from other personality asse…

1
The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence 48:35

1h ago48:35

48:35

With a conversation with John Bowen, CEO and Founder, CEG Worldwide, LLC Overview Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and busines…

1
Sarah Laurel of Savage Sisters Recovery on finding and fighting for Harm Reduction 1:06:43

15h ago1:06:43

1:06:43

Sarah Laurel turned her traumatic experiences from substance use disorder and justice involvement into a powerful movement for harm reduction and the empowerment of people experiencing harms from substance use and homelessness. She co-founded Savage Sisters Recovery initially as a residential treatment facility, and along the way went through her o…

1
Mid-Year Report on Deals, Transitions, and Recruiting 42:59

7d ago42:59

42:59

With Louis Diamond and Jason Diamond Overview Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year. Listen in… > Download a transcript of thi…

1
Clients From Scratch! How to Use Facebook Groups to Get Clients! 41:04

7d ago41:04

41:04

The number one complaint health coaches have when starting out in their practice revolves around client acquisition. How do we get consistent clients, especially when we are brand new to the game? How do we get clients when we aren't established and we might be on a tight budget as well? This dilemna is the main reason why health coaches never get …

1
Kat Knecht - A Coach's Compass: Navigate with Inner Guidance | Ep #23 29:17

12d ago29:17

29:17

In this episode of the Coaching Business Spotlight Show, host Kat Knecht explores the spiritual side of coaching. She emphasizes the importance of connecting deeply with oneself and others, highlighting the role of guidance in personal and professional growth. Kat shares her own experiences with spiritual guidance, recounting how it has shaped her …

1
Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space 57:36

15d ago57:36

57:36

With Matt Brown – Founder, Chairman, & CEO, CAIS Overview Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts …

1
Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term 1:06:13

22d ago1:06:13

1:06:13

With Russell Crow and William “Billy” Diehl — Partners, Managing Directors, Beacon Pointe Overview The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisor’s business on serving an expanding list of client needs, taking a…

1
Brandi Mac, NP on her journey beyond the stigma 55:37

22d ago55:37

55:37

Brandi Mac, NP is a person who dropped out of high school and ended up becoming an ICU nurse practitioner. She joins McCauley Sexton and Taylor Nichols, MD on the Recovery Reform podcast to talk about her journey to love, acceptance, and harm reduction as the daughter of someone with substance use disorder and who has documented her daughter's jour…

1
Jackie Cunningham - Hiring Help to Grow Your Business | Ep #22 31:10

30d ago31:10

31:10

In this episode, Kat Knecht is joined by Jackie Cunningham, CEO of Jackie Cunningham Virtual Solutions, to discuss the vital role of getting the right support in your coaching business. The conversation explores the strategic benefits of hiring help, illustrating how coaches can thrive by delegating tasks that drain their time and energy. Kat share…

1
Succession and Liquidity: Key Considerations and Options for Founders and Next Gens 56:29

30d ago56:29

56:29

With Jeremy Holly, Executive Vice President Strategic Business Development and Jared Fingeret, Senior Vice President—LPL Financial Overview Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to…

1
Corporate Financial Strategies for Your Health Coaching Practice with Danielle Hendon 34:48

29d ago34:48

34:48

Imagine the power of having insider corporate financial strategies for your health coaching business? How much of a powerful infusion that would be! In this episode, Danielle Hendon shares insights on applying these strategies to small and medium-sized businesses. She discusses practical tips for budgeting, cash flow management, and strategic plann…

1
Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm 47:01

1M ago47:01

47:01

With Jeff Brown – President, Stratos Private Wealth Overview Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now,…

1
Kat Knecht - Becoming a Confident Coach | Ep #21 27:34

1M ago27:34

27:34

In this episode of the Coaching Business Spotlight Show, Kat Knecht dives into the essential qualities and strategies required to become a confident coach. Drawing from over two decades of experience in the coaching industry, she emphasizes the importance of extensive training, continuous practice, and personal development to master the art of coac…

1
Tara Grace on her path to harm reduction and alternative recovery 1:04:39

2M ago1:04:39

1:04:39

Tara Grace (Burn the Stigma Tara) became a harm reductionist out of necessity after seeing how the limitations of a 12 step recovery model was harming her and her community. She is a vocal advocate for harm reduction and recovering out loud, brining her story and harm reduction education to the community. You can find Tara at @BurnTheStigma across …

1
Harvard Insights: Expert Strategies with Jessica Lackey 29:07

2M ago29:07

29:07

There's a lot that can be learned when you are working at Fortune 500 companies that can be transferable to a small business. These valuable insights help you mold your vision at a significantly broader scale and allow you to put into practice the successful strategies that these large companies routinely employ. In this episode, Jennifer Lackey sh…

1
Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it 47:06

2M ago47:06

47:06

With Duncan MacPherson, CEO, Pareto Systems Overview Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business. Listen in… > Download a transcript of this epi…

1
Kat Knecht - The Power of Belonging in Coaching | Ep #20 26:16

2M ago26:16

26:16

In this episode of the Coaching Business Spotlight, Kat Knecht explores the concept of belonging and its critical role in the coaching business. Drawing from personal experiences and professional insights, Kat explores how a sense of belonging can empower coaches to express their creativity and authenticity. She discusses the challenges coaches fac…

1
Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence 51:50

2M ago51:50

51:50

With Dustin Cali and Daniel Ventura – Founding Partners, Praetego Private Wealth Overview While the built-in referral mechanism of a bank brokerage firm can help grow a client base, over time, the firm’s “guardrails” naturally limit those who have their sights set on creating something bigger and better. Dustin Cali and Daniel Ventura of Praetego P…

1
The Pulse Cure with Dr. Torkil Færø 43:22

2M ago43:22

43:22

As a health coach, I really love data. We are often at a disadvantage when it comes to data because unlike doctors, we generally don't have easy access to testing or labwork. But what if we can actually access critical information that has huge health implications right from wearable tech? With the help of heart rate monitors that are easily access…

1
Kristina Dennis, CAI on Ethical Interventions 1:02:44

2M ago1:02:44

1:02:44

Kristina Dennis is a life coach and relationship expert whose life’s work is to show people how to release events of their past so they can become free of limiting beliefs. Kristina has worked as a coach since 1997 when she realized she had a gift for effectively helping others. As a Certified Addiction Interventionist (CAI), Kristina’s ethical and…

1
Buying, Selling, or Transitioning Your Business: An Attorney’s Advice 53:51

2M ago53:51

53:51

With Corey Kupfer—Attorney, Deal-maker, Speaker, and Author Overview Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best pract…

1
The Keys to Online Training with Cody Watkins! 43:00

2M ago43:00

43:00

How quickly we forget! Once upon a time, the online fitness and coaching world wasn't a thing. Then the world changed. We all adapted to a world where we moved our lives online. Still, that transition isn't easy and there's a lot of mistakes a health coach or a trainer can make that can stall their success. To demonstrate how he navigated the trans…

1
Judy Shevelev - Transform Coaching with Diverse Modalities | Ep #19 28:34

2M ago28:34

28:34

In this enlightening episode of the Coaching Business Spotlight, host Kat Knecht and guest Judy Shevelev delve into the multifaceted nature of the coaching businesses, highlighting the integration of diverse business modalities with coaching. Judy, a certified coach and dog trainer, shares her unique approach of combining positive reinforcement dog…

1
Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment— A Special Industry Update 37:56

2M ago37:56

37:56

With Mindy Diamond and Louis Diamond Overview In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves. Lis…

1
Nicholas Crapser, PhD on Peer-Based Support Programs 58:27

2M ago58:27

58:27

Nicholas Crapser PhD, is the current Clinical Director of 4D Recovery in Portland, OR, which is a peer-based support for youth and adolescents seeking addiction recovery. He has a history of lived experience with substance use disorder and justice involvement, and has been a vocal advocate for improved treatment for patients with substance use diso…

1
Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment 57:17

3M ago57:17

57:17

Building a firm from $120mm in assets to over $7.5B in just 6 years is an incredible feat. Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their astounding success.

1
A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond 39:44

3M ago39:44

39:44

After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how the decision to break away led to tremendous growth.…

1
From Service to Success: The Power of Putting Your Clients First with Stephanie Fusnik 28:05

3M ago28:05

28:05

Health coaches are naturally helpers. We authentically care about our clients and are out for their best interests. This puts us at a distinct business advantage! Putting clients first is essential for building a successful business. This approach fosters loyalty, trust, and positive word-of-mouth referrals. When clients feel valued and understood,…

1
Joonyoung Kim - The Art of Coaching Across Cultures | Ep #18 27:12

3M ago27:12

27:12

In this episode of the Coaching Business Spotlight, host Kat Knecht explores the global landscape of coaching with her guest, Joonyoung Kim, a productivity and leadership coach based in Korea. The episode focuses on how coaching transcends cultural boundaries, focusing on universal coaching themes and the unique challenges and opportunities present…

1
Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise 56:54

3M ago56:54

56:54

Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.…

1
$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA 56:46

3M ago56:46

56:46

The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and other essential insights for advisors and business owners.…

1
Jenny Davidson-Goldbronn - Inner Work, Outer Success | Ep #17 31:01

4M ago31:01

31:01

In this enlightening episode of the Coaching Business Spotlight, Kat and guest Jenny Davidson-Goldbronn explore the profound interplay between soul-driven strategies and business success in the coaching industry. They delve into the importance of maintaining a personal connection to one’s values and vision while navigating the challenges of growing…

1
How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective 29:17

3M ago29:17

29:17

Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.

1
Networking Mastery: The Key to Getting Clients with Kenneth Tinglum 33:04

4M ago33:04

33:04

One of the most popular life phrases is, "It's not what you know, it's who you know". This holds true for successful health coaching practices as well. By building your network, you can get one of the most sought after leads any business owner would desire: referrals. To this day, nothing beats a referral. And mastering how to network in a way that…

1
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model 1:02:16

4M ago1:02:16

1:02:16

In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.…

1
Kat Knecht - Navigating the Transition to Full-Time Coaching | Ep #16 28:02

4M ago28:02

28:02

In this insightful episode, Kat Knecht explores a pivotal question for many aspiring and established coaches alike: "When do you quit your day job?" This question is not just about making a career transition into coaching, but about understanding the delicate balance between strategic planning and following one's soulful aspirations. Through person…

1
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update 35:00

4M ago35:00

35:00

In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?

1
The Proper Way to Leverage Paid Ads with Yuri Elkaim 48:33

4M ago48:33

48:33

Is organic traffic dead? Not exactly. However, it isn't free. It costs a ton of time. So if you want to grow your business fast, you should consider spending money over spending your time. Health coaches can use paid ads to find more people by using ads on a variety of platforms from Facebook to Google and get themselves in front of their ideal cli…

1
Leaving the 4-Decade Legacy Behind: Why this $1.5B Merrill Family Business Opted for Independence 1:02:34

4M ago1:02:34

1:02:34

Brent and Brad Chappell share unique perspectives as next gens of a business conceived by their father decades ago at Merrill. They offer insightful thoughts about family dynamics and succession, the value of mentors and education, what it takes to build a $1B wealth management business, and more.

1
Kat Knecht - Soulful Strategies in Marketing for Coaches | Ep #15 33:21

4M ago33:21

33:21

In this episode of the Coaching Business Spotlight Show, host Kat Knecht dives deep into the art of marketing within the coaching business, but with a twist. She emphasizes that marketing doesn't have to be transactional or manipulative; instead, it can be a soulful and inspiring process that connects you with your passions, utilizes your strengths…

1
Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness 54:13

4M ago54:13

54:13

Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life.

1
Timeless Marketing Strategies with Tiago Faria! 35:39

5M ago35:39

35:39

The more things change, the more they stay the same. It's a phrase that is often said for many reasons and it fits the current world of marketing just the same. No matter what the latest fad method of marketing that comes out, the basics of marketing tend to stay the same. Basically, what problem do you solve and what do you do to solve it? To dive…

1
Advisor Success Formula: Closing the Gap Between HNW Client Expectations and Advisor Services 51:08

5M ago51:08

51:08

In a more competitive and commoditized world, it’s critical to leverage any advantage available to be more intentional and thoughtful in managing and growing your business. This episode takes a deep dive into John Bowen’s latest report to identify action items to help advisors get started on a new path to thinking about delivering exactly what clie…

1
Rodric Lenhart - "Right Map, Wrong Mountain" | Ep #14 27:02

5M ago27:02

27:02

In this insightful episode, Kat Knecht sits down with Rodric Lenhart, a serial entrepreneur turned coach, to explore his transformative journey from entrepreneurship to coaching. Rodric shares his compelling story, starting from his humble beginnings selling golf balls and candy to fund his childhood desires, to establishing multiple successful bus…

1
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth 51:24

5M ago51:24

51:24

What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.

1
Fit to Profit! How Your Self Worth Equals Your Net Worth with Dedee Cai! 34:31

5M ago34:31

34:31

Running a business is only one aspect of your life, even if it seems like it consumes everything else. How many times have certain areas of life were neglected in order to keep our businesses afloat? Has our health suffered? Our relationship with our loved ones? Has our connection to spirit taken a hit? Like it or not, these aspects of ourselves ne…

1
What Advisors Should Focus on to Maximize the Value of Their Practice: An Investment Banker’s Guidance 47:11

5M ago47:11

47:11

Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.

1
Gail Barker - Blending Conviction and Compassion in Coaching | Ep #13 30:12

5M ago30:12

30:12

In this episode of "Coaching Business Spotlight, we delve into the nuanced considerations coaches must navigate when expressing personal beliefs in professional settings. The conversation between Kat and guest Gail Barker, CPCC, PCC, centers on balancing authenticity with professionalism, especially on social media and in client interactions. They …

1
An Industry Update on Advisor Transitions and Deals: The 2023 Report 40:58

5M ago40:58

40:58

In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.

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Coach Cai Podcasts

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