Flexibility can be a game-changer. It cultivates the thinking, practices, and solutions a leader needs to anticipate challenges, recognize opportunity, facilitate successful outcomes, and thrive while others struggle to adapt. Welcome to The Flexible Advisor — a podcast hosted by Northern Trust Asset Management’s Laura Gregg and David Partain. Join us for insightful, sometimes provocative, conversations with thought leaders across our industry and others. With each episode we investigate tod ...
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Brass Mastery... What does that even mean? There's always something to work on; something that can be done better. Some thing that wasn't perfect. And even if we achieve some level of success on a brass instrument - have we truly mastered it? It's always two steps forward, one step back, isn't it? making the idea of Brass Mastery truly elusive. But what if our instrument is not the thing we should be trying to master. Maybe there's more to Brass Mastery than playing higher, faster and louder ...
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Generative AI in Finance – With Darren Tedesco (Ep. 107)
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How can financial advisors embrace generative AI? Today on The Flexible Advisor, Laura Gregg and David Partain welcome Darren Tedesco, President of Advisor360°, to explore generative AI’s impact on the financial services industry. They talk about how most advisors see AI as an opportunity, not a threat, with the potential to serve more clients effi…
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The Inside Story of Jason Harrelson’s Health Battles and How They Shaped His Trumpet-Making Mastery
40:44
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Jason Harrelson is the founder of Harrelson Trumpets, and has been universally reviled by professional trumpet players the world over as a peddler of snake oil, overrated, garbage, and much more. But he's been at it a long time, and so there's got to be some method to the madness! Jason and I first met in the early 2000's in the fledgling days of h…
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David Vining’s Focal Dystonia Recovery, and Efforts to Elevate Consciousness Among Brass Players
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Today's episode features an interview with trombonist/publisher David Vining, recorded at the 2024 ITG Conference in Anaheim, California. David was diagnosed with focal dystonia in 2003. In our interview, he discusses his struggles, eventual recovery through holistic movement therapies such as Feldenkrais, Alexander Technique, and body mapping and …
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Healthcare And Financial Planning – With Christine Simone (Ep. 106)
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Understanding the variety of healthcare plans available to consumers, the nuances of cost and coverage, and Medicare’s inexplicable geographic variations, is no small feat. Yet, when it comes to estimating healthcare expenses, advisors have had few, if any, solutions at their disposal. In this episode, Laura Gregg and David Partain talk with Christ…
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Master Your Playing Self Under the White Hot Audition Lights feat. Micah Wilkinson
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Welcome to the show. Today we’re tackling a topic that sends chills down the spines of many: mastering auditions. Whether you’re aiming for a spot in an orchestra, prepping for a college jury, or even gearing up for that pivotal job interview, the anxiety and fear of auditions is a universal experience. Auditions can feel like stepping into the unk…
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From “Musical Purgatory” to Leading Advocate for Embouchure Health and Focal Dystonia Recovery feat. Marcus Reynolds
1:01:17
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We welcome to the podcast Marcus Reynolds, who with his Stratos Brass device has provided a beacon of hope for the thousands of brass players across the globe who struggle with embouchure issues. Like many great triumphs in life, Marcus' journey to becoming a tireless promoter of safer and healthier brass playing began with a tragedy. A major lip i…
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How to Play Great Without Hurting Yourself + Insider Stories From the Hollywood Scene feat. the Great Malcolm McNab
1:22:47
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Malcolm McNab is quite possibly the greatest trumpeter in the world that you've never heard of. I recall a friend of mine back in 2008-09 timeframe putting in Malcolm's CD Exquisite, and being unable to believe what I was hearing. The range, the accuracy, the musicality. My friend said something along the lines of, "This is the guy who played the l…
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Learn About a Crazy Concoction that May Improve the Grip on the Mouthpiece
17:01
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Body + Mind + Spirit = Mastery. Now available is a collection of excerpts from some of the most popular episodes of the Trumpet Dynamics podcast featuring the likes of Chris Coletti, Sergei Nakariakov, Manny Laureano, and more. It's a FREE download available right now on brassmastery.com! Mentioned in this episode: CTA Look us up on the web at bras…
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Being Okay With Being “Unokay” and Overcoming Shame to Achieve Peak Performance feat. Jason Bergman
49:25
49:25
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Body + Mind + Spirit = Mastery. Now available is a collection of excerpts from some of the most popular episodes of the Trumpet Dynamics podcast featuring the likes of Chris Coletti, Sergei Nakariakov, Manny Laureano, and more. It's a FREE download available right now on brassmastery.com! brassmastery.com/bergman When I first approached Jason Bergm…
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Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)
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Amid the Great Wealth Transfer, advisors are seeing a paradigm shift in the way clients are approaching their wealth and legacy strategies. In the second of a two-part series with Nikè Anani, Director of Next Generation for Northern Trust Wealth Management, The Flexible Advisor podcast looks at some ways in which advisors can help satisfy the objec…
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Brass Mastery... What does that even mean? There's always something to work on; something that can be done better. Some thing that wasn't perfect. And then when we do master that thing, it's on to the next thing that seems impossible, always bringing us back to reality. It's always two steps forward, one step back, isn't it? making the idea of Bras…
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Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)
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The emerging generation of adults — particularly family business owners — are grappling with challenges and responsibilities their parents did not. In this episode, Laura Gregg speaks with Nikè Anani, Director of Next Generation at Northern Trust Wealth Management. Based on personal experience running her own enterprising family office and finding …
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Ep 103: Meet Your New Intern: Generative AI – With John Prendergast
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How generative AI could transform your practice. In this episode, Laura Gregg and David Partain talk with John Prendergast, co- founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of generative AI into context for advisors – and suggests how this “lazy intern” should be managed. John discusses: ● What generative AI is, how it ev…
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Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.
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Helping clients address multiple objectives can be fraught with any number of misconceptions, ingrained assumptions, and fears. Laura Gregg and David Partain talked with Sarah Newcomb, Ph.D., founder of The Thrive Financial Empowerment Center, to talk about balancing the desire to finance children’s higher education with the need to work toward a s…
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Ep 101: Why Succession Planning Is Essential – With Linda Willis
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22:21
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Many advisors have yet to move beyond a vague idea of what a succession plan might look like, let alone formalizing one. While the concept of succession should be considered in every stage of your business, it becomes critical in the later stages. In this episode, Laura Gregg and David Partain talk with Linda Willis, founder and CEO of Career Manag…
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Inspiring vs. Enriching, Lessons from Vacchiano, and the Three Stages of Performing In the Moment feat. Jim Olcott
1:12:36
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Our esteemed guest, Jim Olcott, is someone whose work I've long admired. He's the retired professor of trumpet at Miami University of Ohio, the founder of Triplo Press, and the musical director of the Twin Cities Trumpet Ensemble. His extensive background in trumpet music promised an enriching conversation. In this episode, we touched on several fa…
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Rex Richardson Discusses True Virtuosity, Emoting v. Expressing, Maximizing Efficiency as a Trumpeter and More!
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In this podcast featuring the great Rex Richardson, various facets of his life and career are explored, providing insights into his journey and philosophy as a musician: Anthropology Degree (03:00): The podcast reveals Rex's unexpected academic background with a degree in anthropology from Northwestern University. This segment discusses how his stu…
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Vinnie Ciesielski and Mike Haynes Geek Out on Nashville Music Scene, the Spirituality of Music, “Overuse Syndrome” and More!
59:10
59:10
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You may recall that a few weeks ago, I played a couple of interviews with the great Vinny Ciesielski. He's a wonderful person and has been a mainstay for years in the Nashville music scene. Vinnie really acquitted himself well in the podcast, so much so that I thought it would be interesting to see what would happen if I were to give him the reins …
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As The Flexible Advisor marks its 100th episode, content marketing strategist Matt Halloran joins hosts Laura Gregg and David Partain to discuss the podcast’s genesis, evolving scope, and most impactful topics. Originally focusing on proprietary research, The Flexible Advisor has become a dynamic forum exploring multiple aspects of many topics conc…
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The Serendipitous and Hallucinogenic Manner In Which God (or whatever Richard Dawkins calls God) Called Nathaniel Mayfield Back to The Little Pond Called Trumpet.
1:12:06
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Have you ever heard the saying, "Love is what drives the world"? It’s a phrase we encounter often, but have you ever connected its essence to something you're deeply passionate about? In this episode featuring the great Nathaniel Mayfield, we'll dive deep into this concept, and what we uncover might surprise you! A trumpet is nothing more than a si…
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Transcending Musical Borders & the Process of Birthing, Preparing For and Premiering Wynton Marsalis’ New Concerto for Trumpet with Paul Merkelo!
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What are borders but mere lines imagined by politicians to separate and divide human beings? And just as borders between states and countries are rather arbitrary, so are the borders we put on certain instruments, even entire genres of music. Paul Merkelo stopped in to the Trumpet Dynamics Central Headquarters to discuss his collaboration with the …
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Trumpet Endurance, and All About the New Compression Measurement Tool That’s Taking The Brass World by Storm with Larry Meregillano
45:09
45:09
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Larry Meregillano has been performing on the trumpet professionally since he was 15 years old. In that time, he has performed all over the world, performing in the background, in the foreground, and everywhere in between. As you can imagine, he needed to develop a great deal of endurance in order to meet the demands of his profession, playing lead …
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Gestalt Theory for Trumpeters, the Profound Qualities of the Cornet vs. Trumpet, Memories From the Premier Brass Band in America and More with John Daniel
1:05:38
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John Daniel's ears must have been ringing throughout the month of September as several guests, including Del Lyren, Bobby Medina, Vinnie Ciesielski and others mentioned him on the podcast in this last month. So I decided it was time to reach out and see if we could schedule a podcast! John was game, and we ended up having a terrific discussion on G…
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Chris Botti Shares His Thoughts On the “New” Music Business, and Trumpet Q&A from Fellow Players!
56:24
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We have the great Chris Botti on the show today. I'm really excited about this one to both record and share it with you. On a whim I checked out Chris' website and happened to see that he was going to be in my neck of the woods, which these days is Virginia Beach, Virginia. This interview that you're about to hear is not like the definitive explana…
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Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag
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Limited access and chronic under-saving continue to leave many Americans ill-equipped for retirement. New legislation may have a meaningful impact in getting more people access and saving in workplace sponsored retirement plans. In this episode, Laura Gregg and David Partain are joined by Lee Freitag, former practice lead of the Retirement Solution…
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Playing With Feeling While You Can’t Feel Anything, Wasted Emotions, and Trumpet as a Higher Calling with Vinnie Ciesielski! [Part 2 of 2]
1:13:10
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Welcome to Part 2 of my interview with Vinnie Ciesielski! Before I say anything else, let me point out that the link I share to access the show notes during the episode is incorrect. The show notes for this episode are https://trumpetdynamics.com/trumpetvinnie2. I believe I left out the number 2 during the interview because I initially planned to h…
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Good Days and Great Days, The Importance of Pop Music Mastery, Why Movies are Keeping Orchestras Alive and More with Vinnie Ciesielski [Part 1 of 2]
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I want to give a special thanks to previous podcast guest Del Lyren for introducing me to our guest today, Vinnie Ciesielski. Vinnie is a longtime stalwart of the Nashville music scene. His playing can be heard on countless recordings, commercials, soundtracks, symphony concerts, and the list goes on and on. Vinnie is also founder of a group called…
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“Trumpet for Old Guys.” Two Seasoned Veterans Introduce New Training Regimen Focused on the Physiology of Age featuring Paul Baron and Bobby Medina
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It's no secret that our bodies, our minds, our perspectives in life change as we age. Yet we often believe that what we learned about playing trumpet while we were in our teens and early twenties will continue to work as we get older. Maybe it's because we heard something in a masterclass and decided this is the way to do it. Or we attended a certa…
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Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig
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Creating a distinct personal brand may be the most important (and underestimated) thing you can do to attract ideal clients and enhance your practice. In this podcast episode, Laura Gregg and David Partain invite Susan Danzig, a certified business development coach, to discuss how your brand can help clients and prospects understand who you are and…
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Music Is All About the Personal Connections, and What Music Schools SHOULD Be Teaching with Del Lyren!
56:10
56:10
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Beginning in September 2023, I will be hosting a monthly masterclass on personal branding. It's 100% free, and I guarantee you'll learn something new about boosting your online or offline presence. If you don't, I'll give you your money back! To get the time and date, and register for the next masterclass, visit my own website, https://jamesdnewcom…
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Ep 97: The Art of the Nudge – With Patrick Fagan
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We know that internal biases form specific client personas which, in turn, shape a person’s approach to making financial decisions. Financial professionals can use those biases as a “nudge” rather than an obstacle to build more productive client relationships. In this episode, Laura Gregg and David Partain speak with Patrick Fagan, Chief Scientific…
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Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George
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The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changi…
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Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
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Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advic…
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Lips Buzzing and Mind Humming: How to Write a New Method Book Based on Established Standards with Michael Hengst
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trumpetdynamics.com/hengst2 I first featured Michael Hengst in 2021, a time in which no one had anything better to do than podcasts ;) Well, here we are in 2023, we're all thankfully busy once again, and I was grateful to hear from Mike and work out another interview to talk about what's been up in his world in the intervening time! We talked about…
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Echoes of Ancestry: Indigenous Canadian Invents New Sound by Retracing Ancestral Roots feat. Chuck Copenace
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Chuck Copenace is our featured guest on today's episode. In this episode, Chuck will share some of his experiences - some not all that pleasant by the way - growing up as an indigenous person in Ontario. Music was the one thing that Chuck was good at, and it's probably what has allowed him to amount to anything of significance. Today Chuck is just …
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Coming of Age Under the Spotlight, Does an Orchestra Gig Crush the Entrepreneurial Soul?, The True Universal Language, and Much more with Chris Coletti!
37:32
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Body + Mind + Spirit = Mastery. Now available is a collection of excerpts from some of the most popular episodes of the Trumpet Dynamics podcast featuring the likes of Chris Coletti, Sergei Nakariakov, Manny Laureano, and more. It's a FREE download available right now on brassmastery.com! The great Chris Coletti joined me for a chat on the Trumpet …
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No Compromise: Sergei Nakariakov Discusses His Practice Habits and Mindsets, Timofei Dokschizer’s Legacy and Much More.
40:12
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Body + Mind + Spirit = Mastery. Now available is a collection of excerpts from some of the most popular episodes of the Trumpet Dynamics podcast featuring the likes of Chris Coletti, Sergei Nakariakov, Manny Laureano, and more. It's a FREE download available right now on brassmastery.com! I had the honor of interviewing the great Sergei Nakariakov …
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How Musicians “Make Rain” (even on cloudless days) with Phil Snedecor
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Phil Snedecor is the author of Making Rain and Other Adventures on the Trumpet, a highly personable and oftentimes entertaining glimpse into the career of a musician who's "done it right". Of course, there have been some pitfalls and mistakes along the way, and Phil doesn't pull any punches about those. But at the end of the day, the short book del…
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Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina
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The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David P…
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Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
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Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate … Read Mor…
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EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow
25:24
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It’s not just you. Most advisors face the same challenge. Your client base is broadening and diversifying. You need to provide more sophisticated, more personalized solutions but where do you find the right resources? In this episode, Laura Gregg and David Partain speak with Lacy Garcia, Founder and CEO of Willow, an award-winning financial technol…
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Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon
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Building a practice from scratch after years in a large-team environment may not be easy, but it can be immensely rewarding. In this episode, we invited Kaysian Gordon, Founder and Wealth Advisor at Kaysi Gordon Financial Planning, to talk about how she came to that decision, and the lessons she has learned that can benefit … Read More Read More…
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Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch
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It’s True: GRIT can be a game-changer. In this episode, Austin Hatch – a motivational speaker, athlete, and remarkable survivor—shares his inspiring journey and lessons that can help others respond to unexpected circumstances. Tune in for Austin’s powerful story and learn how the G.R.I.T. framework can help managers adapt to today’s challenges. Aus…
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Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg
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What has changed in the advisor landscape? What are advisors doing differently? In this episode, Laura Gregg and David Partain talk with Michelle Lynn, Global Head of Data Science and Insights at Bloomberg Media Organization about the research she leads on the state of the advisor landscape. Michelle explains why Bloomberg supports this long-runnin…
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“Give Credit to Your Gift”, Trumpet as Hot Sauce to Music, and the Basics of the Jazz Mindset with Alexis Baro
43:08
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Toronto-based trumpeter Alexis Baro joins us in this installment of the podcast. In our discussion, we discuss the move from Havana, Cuba to Toronto, how a teacher saved his career before it even began, what it's like to play a trumpet that bears your name, and much more! What you'll hear in this episode: -The music scene in Havana vs. Toronto...01…
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From German Polka Bands to the Philadelphia Orchestra (by way of Houston) featuring Tony Prisk.
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Tony Prisk is in his eleventh season playing second trumpet with the Philadelphia Orchestra. Prior to taking the job in Philly, Tony played second trumpet with the Houston Symphony. See a pattern developing? It's not an accident, and it's not because Tony doesn't have what it takes to be "the man". In this episode, we discuss the value of specializ…
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Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion
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Are you familiar with the SEC’s 206(4) proposal? Will you be compliant? In this episode, Laura Gregg and David Partain are joined by Paul Binnion of Hanlon Investment Management to consider the intent and potential impact of the proposal. If you outsource certain investment functions or have been evaluating third-party service providers, join us to…
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“Don’t Be A Professional Musician Unless You Have To”, Plus A Deep Dive Into the Kinetic Transference of Energy Into Trumpets with Ken Larson!
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"Half of trumpet playing is 92% mental." That Berra-esque butchering of a common refrain of trumpeters is brought to you by Ken Larson's Brasswerks, and today we're honored to feature the one and only Ken Larson on the podcast. This interview was a long time in the planning as it took quite a bit of time for our schedule's to align (see what I did …
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Find the Zen in Trumpet Playing with Maynard Ferguson Devotee Lynn Nicholson.
44:24
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The horn is 1%; the mouthpiece is 9%; and the rest of the 90% is in your head, says our guest on today's episode. High note specialist Lynn Nicholson joins us on the show to discuss how Maynard Ferguson was able to did what he did physically, the Human Element of live music (that has been lost to some degree in the modern era), the search for the p…
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The Vast Differences in Listening to v. Playing Trumpet with Bob Reeves
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I had the privilege of interviewing the great Bob Reeves during the ITG conference in Anaheim in 2016. Bob has been around since rocks were still soft and knows everyone and everything about trumpet, particularly in the Los Angeles area. Bob also had the foresight and extraordinary wisdom to use the podcasting medium as a means of adding value to t…
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