Best Stacy Havener Podcasts (2024)

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48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No 1:04:46

2d ago1:04:46

1:04:46

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The uni…

1
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence 51:32

9d ago51:32

51:32

Fund buyers know investing is more of an art than a math equation. Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be. Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss: His Backstory – from car fanati…

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46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is ... 56:53

16d ago56:53

56:53

There's room for everyone at the table in the fund world—not just the bigs, but have fund buyers gotten the memo? Thanks to champions like Dani Hristova, who are relentless about spotlighting the underdogs, fund buyers can thrive. As CEO of the Independent Investment Management Initiative–a networking group representing 45 firms and $500B in assets…

1
45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is ... 58:51

23d ago58:51

58:51

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you’re in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there’s real power in combining art and science to edge ahead in the fund world. In this episode, he and Stacy discuss: His journey fr…

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44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 48:09

1M ago48:09

48:09

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

1
S5E18 (Season Finale)- "Where do we go from here??" 22:37

1M ago22:37

22:37

This is the season finale episode. Short and sweet. Dr. Ibe-Lamaberts reflects on the season, shares his thoughts on the state of Black transnationalism along with his vision and hopes for the next season. Thanks to all our guest and listeners for your support this season. Can't wait until the next. Visit us at www.blacktransnational.com…

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43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet ... 50:59

1M ago50:59

50:59

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing C…

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42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 1:02:05

1M ago1:02:05

1:02:05

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and tur…

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41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session 51:18

2M ago51:18

51:18

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO ● The power of being candid about challenges and failures in meetings ● A common p…

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40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment ... 50:50

2M ago50:50

50:50

Imagine this: you've sold your biz and landed what many would consider their dream job at a multi-billion dollar firm. It’s secure and you’re coasting at the top of your game. Now, imagine what it would take to trade it all in to leap back into the great unknown of entrepreneurship and build a boutique from scratch. Guts. That’s what. Today’s guest…

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39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session 50:40

2M ago50:40

50:40

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you’ll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets. Listen in as Bill and Stacy discuss: Bill’s Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson National What it takes fo…

1
38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other ... 1:21:13

2M ago1:21:13

1:21:13

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love. In this episode, Jim and Stacy cover: His backstory: o How losing his mom at 13 sparked his passion for financial management o Why he left an investment …

1
37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and ... 55:35

3M ago55:35

55:35

James Eagle spent the bulk of his career telling stories with words, working as a writer for some of the biggest names in asset management. Since then, he’s traded in the proverbial pen for coding software and now he tells stories with data as the founder of his firm Eeagli. Today, James is sitting down with Stacy to discuss: His Backstory: o From …

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S5E17- "Pressed for Success": Healthy Haven's Journey w/ Stacy Appiah & Patricia Bonsu 1:05:36

3M ago1:05:36

1:05:36

On this penultimate episode of Season 5, Dr. Ibe-Lamberts is joined by Stacey Appiah and Patricia Bonsu, the dynamic duo behind Healthy Haven. Dive into a refreshing conversation as we explore their transnational connections to Ghana and how it influences the creation of their cold-pressed juices. We discuss the story behind Healthy Haven, a Ghanai…

1
36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated ... 57:50

3M ago57:50

57:50

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy discu…

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35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New ... 53:53

3M ago53:53

53:53

Most advisors aim to put their clients first. But, many fall short by leaning on status quo strategies - like 60/40 - that don’t necessarily serve their people in the best way possible. Today’s guest has built not one, but two billion-dollar businesses. By asking “why not?” and differentiating his investment strategy, $3B RIA founder Dick Phister c…

1
34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The ... 39:28

3M ago39:28

39:28

A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old! Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse. While Tim’s initial journey as a fo…

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S5E16- "Staples of Identity": Navigating Blackness and Transnationalism with Justin Staples 1:24:14

3M ago1:24:14

1:24:14

On this episode, Dr. Ibe-Lamberts is joined by Mr. Justin Staples, former NFL Player and current president of the Chicago chapter of the NFL Players Association. Dive into an insightful conversation as they explore Justin's experiences, cultural identity, and how his time in the locker room has shaped his perception of Blackness and transnational c…

1
33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity ... 59:31

4M ago59:31

59:31

If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo. Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success.…

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32: $1.2B Manager of Managers Turned Fintech Founder Lucy Walker of AM Insights on the Power of Data in Distribution | How Meetings are Improved When Fund Managers Ditch the Pitch | Why Different is Better ... 57:59

4M ago57:59

57:59

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK. She knows this business inside an…

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31: $30B RIA Platform Co-Founder Scott Colangelo on Entrepreneurship in Financial Services| Why Collaboration is the Future of Growth | How to Innovate Product Development and Put People First 51:19

4M ago51:19

51:19

Ever wondered how the giants in financial advisory scale? Today, join Stacy and Scott Colangelo, Chairman and Managing Partner of Prime Capital Investment, a $30B powerhouse, for an exclusive look behind the scenes. Listen in as they discuss: His backstory – what he learned about from watching his dad succeed in financial management after starting …

1
S5E15- "Culture & Masculinity: Faith, Fatherhood & Feelings" w/ Claude King 1:22:43

5M ago1:22:43

1:22:43

Dive into a thought-provoking conversation on the latest episode of "My Black is Transnational" as Dr. Ibe-Lamberts explores the intricate dynamics of culture and masculinity with psychotherapist and mental health advocate, Claude King. Claude shares insights into his upbringing and background, shedding light on the interplay between intra-racial c…

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S5E14- "Threads of Ambition" with Marilyn Adibu 1:08:56

5M ago1:08:56

1:08:56

On this episode, embark on a captivating journey into entrepreneurship with Ms. Marilyn Adibu as she engages in a rich, insightful conversation with host, Dr. Ibe-Lamberts. Marilyn, a healthcare consultant turned creator of the M.Y.A.A Bridal Party Collection, shares the intricate threads of her Ghanaian-American background that have woven into her…

1
S5E13- "Sculpted by Culture: Weight Loss with African Eats!" w/ Bryanne Hackman 53:23

6M ago53:23

53:23

On this episode, Dr. Ibe-Lamberts chats with Ms. Bryanne Hackman, founder of Best Body Africa. Born in Ghana and now in the UK, Bryanne shares her journey of discovering the health benefits of African traditional foods. Explore the fusion of taste and wellness, as we unveil the secrets behind incorporating these culinary treasures into modern dieta…

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S2 Ep 13: Nicole and Ryan Reversal Interview Part 2 25:15

6M ago25:15

25:15

Thank you for joining us for the final episode of season 2! In this episode, we are delighted to have Heather and Lisa from Serenity Grove Wellness Center back with us to interview Nicole and Ryan. In this episode, we delve into guilty pleasures, hobbies, and aspirations for the future. Support the Show. Everyone has a story to tell and we can't wa…

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S5E12- "Love, Life and..Genital Cutting?" with Dr. Jessica Puri 1:00:44

7M ago1:00:44

1:00:44

In this episode, Dr. Ibe-Lamberts meets with Dr. Jessica Puri. She shares her unique story, navigating the intersection of cultures in her marriage to an African American partner. But the narrative doesn't stop there – they delve into her compelling research on the profound impact of female genital cutting among African immigrant women, shedding li…

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30: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative) 50:58

7M ago50:58

50:58

Fund managers, buckle up! In Part 4 of 'The Scientist and The Storyteller' series, Dr. Daniel Crosby, a behavioral psychologist is back and ready to tell you the cold hard truth about why your brain might be sabotaging your storytelling game. Listen in as he and Stacy discuss: Why our brains cling to conformity, killing our chances of standing out …

1
S2 Ep 12: Nicole and Ryan Reversal Interview Part 1 28:52

7M ago28:52

28:52

Get ready for an exciting twist in this week's edition of "Walking In Your Shoes" as Heather and Lisa from Serenity Grove Wellness Center take the reins and interview Nicole and Ryan! Tune in to hear about the inception of their podcast, what fears they would conquer, and their aspirations for the future. Support the Show. Everyone has a story to t…

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29: Should You Launch an Investment Boutique? Answer These 5 Questions 34:14

7M ago34:14

34:14

If you’re a talented fund manager you’ve probably asked yourself, “Should I start an investment boutique?” at some point or another. And I get it - the idea of being an entrepreneur sounds incredible. And there’s nothing that will fill you with more pride (and fear) than going out on your own. But before you jump ship, it’s crucial to ask yourself …

1
S5E11- "Transcending Borders" w/ Molly Jansen 53:25

7M ago53:25

53:25

In this episode, we are thrilled to have Molly Jansen, the CEO of Afripods, a groundbreaking pan-African podcast hosting platform, on board. Molly shares her captivating transnational journey, recounting her move from the United States to the vibrant city of Nairobi, Kenya. Join us as we delve into Molly's story, exploring the inspiration behind Af…

1
S2 Ep 11: Sarah Haluch, Cody Boulette, and Daniel Gallipoli Part 2 41:57

7M ago41:57

41:57

In the latest episode of "Walking In Your Shoes," we wrap up our interview with Sarah Haluch, Cody Boulette, and Daniel Gallipoli, the interns at Artist Haven Media. We delve into the significance of staying true to oneself and pursuing personal aspirations. Additionally, we explore their preferred historical eras, cherished collections, and even e…

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28: Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative ... 1:03:40

7M ago1:03:40

1:03:40

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backs…

1
S2 Ep 10: Sarah Haluch, Cody Boulette, and Daniel Gallipoli Part 1 40:01

7M ago40:01

40:01

In the latest episode of "Walking In Your Shoes," we had the pleasure of interviewing Sarah Haluch, Cody Boulette, and Daniel Gallipoli, the interns at Artist Haven Media. During our conversation, they shared their reasons for selecting their respective majors, shared their memorable college experiences, and emphasized the significance of fostering…

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27: $250B AUM Leadership & Talent Exec Michael Futterman on Preventing Founder Burnout | Why Performance is Table Stakes | How to Stay in the Game Even When It’s Difficult and Celebrate the Small Wins 1:01:14

7M ago1:01:14

1:01:14

Building a boutique is no cake walk. But it’s easier to stay on the grind when your mindset is in check. Today’s guest, Michael Futterman – the brains behind leadership development for mammoth asset managers (think $600B+ industry giants) and coach for emerging fund managers is just the guy to help you get into a headspace that’ll allow you to edge…

1
S2 Ep 9: Stacy Beaupre Part 2 38:13

7M ago38:13

38:13

In this week's episode of Walking In Your Shoes, we wrap up our interview with Stacy Beaupre. We delve into various subjects including the significance of stepping out of your comfort zone to experience personal growth, empathizing with others, discovering what truly brings you joy, and much more! We also give a shout out to Ellington, CT! To follo…

1
S2 Ep 8: Stacy Beaupre Part 1 38:17

8M ago38:17

38:17

In the latest installment of Walking In Your Shoes, we had the pleasure of interviewing Stacy Beaupre. Not only is she a physician associate, but she is also a dedicated mom and a talented theater/musical director. During our conversation, Stacy emphasized the significance of curiosity, pursuing your dreams, and viewing medicine as an art form. We …

1
S5E10 - Running the Race Together: African Americans and the Diaspora in Sports w/ Tony Gill 1:05:07

8M ago1:05:07

1:05:07

Join us in this episode as Dr. Ibe-Lamberts is joined by Tony Gill, Producer at NBC Sports Chicago and The Ringer, as they take a deep dive into a conversation about culture, identity, family and sports. Tony discuss his personal identity as a son, husband and father to be. They also discuss Black athletes, from the African continent to the United …

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26: From Start-up to $6B Specialist CEO Robin John of Eventide on Building a Boutique | The Power of Founder-Led Sales | Why Every Fund Manager Needs a Mission Bigger Than Themselves 51:57

8M ago51:57

51:57

Meet Robin John, the CEO of Eventide, a $6B asset management firm. Robin and his co-founder defied the odds, launching Eventide in 2008 with no track record, no assets, but unwavering belief. 15 years and $6B dollars later, we know they were onto something. Listen in as he and Stacy discuss: ● His backstory – How watching his mother do meaningful w…

1
S2 Ep 7: D. Paul Fleming Part 2 35:31

8M ago35:31

35:31

In the latest installment of Walking In Your Shoes, we wrap up our chat with D. Paul Fleming, the author behind "2,442 Steps To Crazy: The Beginning". Fleming delves into his unique approach to crafting his captivating book, his unwavering determination in the face of adversity, and the significance of sharing one's own narrative. Additionally, he …

1
25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | Why Boutiques Need to Specialize | The Power of Qualitative: Analysts Can Get the Data, Tell ... 1:03:52

8M ago1:03:52

1:03:52

Some say only small allocators invest in boutiques. Not true. Today's guest, John Tennaro has worked for some of the largest RIAs and family offices in the world, managing double-digit billions and more. And guess what? He’s here to tell you the big guys still have an eye for boutiques. Ready for a tall glass of hope - with a side of tough love adv…

1
S2 Ep 6: D. Paul Fleming Part 1 34:36

8M ago34:36

34:36

In this week's episode of Walking In Your Shoes, we have the pleasure of speaking with author D. Paul Fleming, who penned the captivating book titled "2,442 Steps To Crazy: The Beginning". We delve into the inspiration behind his book, his advocacy for veterans, and the significance of seeking help when needed. More information about D. Paul Flemin…

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S2 Ep 5: Ronald Villanova Part 2 19:32

8M ago19:32

19:32

In this episode of Walking In Your Shoes, we delve deeper into Ronald Villanova's fascinating journey. We explore his transition from being an attorney to becoming an accomplished author. Check out his books here - https://www.amazon.com/stores/Ron-Villanova/author/B07CTQB5B8 Support the Show. Everyone has a story to tell and we can't wait to hear …

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24: $1.2B Boutique CEO Manish Khatta of Potomac Fund Management on The Power of Branding for Boutiques | Insights into His Modern Marketing Playbook He Used to Add $1B in 3 Years 1:01:17

8M ago1:01:17

1:01:17

The investment world has evolved. Success on Wall Street isn’t reserved for middle-aged white men in fancy NYC offices making deals and dollar calls like old cliches would have you believe. Our guest today, Manish Khatta, is living proof that breaking the mold can lead to incredible success. He's the CEO/CIO of the rapidly growing boutique, Potomac…

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23: $1.1B RIA / Venture Capital Co-Founder Spencer Kelly of Regatta Capital on Organic Growth | Lessons Learned from Door-to-Door Sales | Why Every Business is a People Business 44:43

8M ago44:43

44:43

Meet Spencer Kelly, co-founder of Regatta Capital. He knows the grind; his early days in door-to-door sales taught him the value of grit, genuine connections, and patience. For Spencer, it's all about relationships in business. That’s why he made crafting a top-notch brand experience the focus for Regatta Capital right from the start. And it paid o…

1
S2 Ep4: Ronald Villanova Part 1 39:51

9M ago39:51

39:51

In this week's episode of Walking In Your Shoes, we have the pleasure of interviewing Ronald Villanova. Ronald is not just a father, grandfather, author, and attorney, but he also has the experience of living through the end of WWII. During our conversation, Ronald shares his inspiring journey of how he became a lawyer, including his early days wor…

1
22: Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam Cox | Rethinking Technical Expertise in Finance | The Power of Authentic Storytelling (and Podcasts) | Why Introverts Make Great Salespeople 50:36

9M ago50:36

50:36

At the start of his career, our guest, Adam Cox, learned an important lesson - success in financial management is about more than delivering flashy stats, sales pitches, and charm. It’s about earning trust. And most importantly, not overlooking your own strengths. In this episode, Stacy and Adam sit down for more than a coffee cheers between two fe…

1
S2 Ep3: Heather And Lisa Part 2 45:17

9M ago45:17

45:17

Get ready to be captivated as we wrap up our interview with Heather and Lisa from Serenity Grove Wellness Center! In this week's episode, we delve into the fascinating world of communicating with spirits. Plus, we'll uncover how certain abilities can run in families and how connecting with spirits can help others find their future pathways. And tha…

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21: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Three Behavioral Biases That Sabotage Sales | Why Fund Managers Miss the Mark in Business Storytelling ... 35:03

9M ago35:03

35:03

If 'speaking to the heart of your client' has always sounded like fluff to you, this episode is your reality check. Today, In part 3 of the Scientist and The Storyteller mini-series, Dr. Crosby takes the hot seat to explain the science behind why making your prospect feel something is the key to getting them to sign on the dotted line. Listen in as…

1
S2 Ep2: Heather And Lisa Part 1 42:16

9M ago42:16

42:16

In this week's episode, we have the pleasure of interviewing Heather and Lisa, who share their personal journeys that led them to establish Serenity Grove Wellness Center. Join us as we dive into the world of holistic healing and learn about their unique experiences as psychic mediums. For more information, please visit www.serenitygrovecenter.com.…

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S2 Ep 1: Ryan and Nicole Check-in 25:51

9M ago25:51

25:51

Welcome back to Walking In Your Shoes! In this episode of Walking In Your Shoes, we catch up with the dynamic duo co-hosts, Ryan and Nicole. We're excited to be back for Season 2 and hope you enjoy these stories as much as we do. Thanks again for listening! Support the Show. Everyone has a story to tell and we can't wait to hear yours! If you or an…

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