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Interviews with inspiring and successful entrepreneurs on how to create, grow and run a business that brings you financial success and career satisfaction! The show for entrepreneurs to learn how to take their businesses to the next level.
 
I’m Steve Watson CFO / CHRO and I chat with business professionals from all over the country in order to share their stories with you. Why? Because I believe that the fastest way to your personal success is for you to replicate the accomplishments of your peers. So if you want to learn from business professionals ranging from Human Resources (HR) all the way to Finance and get an insider’s view on their success stories, then you’re in the right place.
 
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
 
Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and thei ...
 
Growing Your Firm is the Top Podcast for Ambitious Firm Owners to find tips, tactics, and strategies on how to Grow their Firm (or practice!). In this podcast we'll be interviewing Top Thought Leaders in Accounting, Tax, Bookkeeping, Practice Management, Marketing, Social Media, Succession Planning, Partner Relations, Pricing, and much more.
 
Welcome to Paying It Forward, Lessons From The C-Suite. This is the trailer that introduces you to the podcast. If you want to attain a C level position in your career, you need to understand what it takes to achieve that level of leadership. When you have access to successful entrepreneurs and senior executives who want to help you develop the skills and traits to become a great leader, it’s like having your own mastermind group to mentor and guide you. In a nutshell, that’s our podcast. Ea ...
 
It’s No Secret is a podcast for Kiwis who want their money questions answered. Are you wondering when is the right time to get on the property ladder, whether you should invest with family or how to talk to your significant other about investing and budgeting? If yes, you’re in the right place. Our hosts Cat Emerson and Christine Jensen will answer these questions and more. They’ll take you through the ins and outs of all things finance, money, property, investing and building wealth so you ...
 
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth. Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, ...
 
“CISO's Secrets” promises clear talk on cybersecurity’s burning topics, but not only; A series of 40 minutes weekly podcast hosting Telco industry CIOs and CISO’s, from global and leading companies. Podcast will share true stories, reveal real-life scenarios, and more. The host will lead discussions about Security trends, best practices, cloud, networks, data, employees, habits, and secrets while drifting between personal and professional life. Earn your CISO's Secrets membership badge at ht ...
 
Transforming Construction is a weekly podcast that discusses cutting-edge strategies, innovations, and trends that will shape the future of construction and its surrounding industries - engineering, infrastructure, renewable energy, and real estate. Steve Coughran, Founder of Coltivar and prior CFO of a large construction and renewable energy EPC, is your guide through the narratives of top industry leaders, exploring the bold moves and tradeoffs they make to power meaningful progress.The co ...
 
Business of Design® is the #1 trusted business training resource for design professionals around the world. Join thousands of design professional already using our field-tested project management strategies and enjoy increased confidence, improved client retention, greater profits and a business that thrives. It’s time to take control of your business. Become a member of Business of Design®, today: https://businessofdesign.com/?ref=2&campaign=podcast
 
Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including Corporate Executives, Business Owners, and Entrepreneurs. Most of our clients retain us to be their personal CFO, coordinating all aspects of their financial lives. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives.
 
Intuition helps to answer the questions and concerns we hold inside. Fitness and exercise allow the body and mind to open up and listen inside. Alex utilizes his experience and intuition and wisdom with each of his clients, as a seasoned business owner familiar with the challenges and complexities of day to day operations. Modern testing can be used to also help identify the ability of your team or you. Capitalizing on the talents of each individual and the abilities they offer. Alex’s goal ...
 
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show series
 
Our guest this week Lisa Song Sutton discusses: -Her passion for exotic cars. -Working for John McCain. -Running for political office. -Her entrepreneurial pursuits. -How she handled the pandemic when the Las Vegas strip was closed down.
 
Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Ho…
 
Jordan Henderson is a lawyer by education, who transitioned into a B2B tech career that has spanned sales operations, customer sales, sales management, and ultimately revenue operations. This well-rounded career journey led Jordan to a career in Revenue Operations. RevOps can be the "canary in the coal mine" for a B2B SaaS company. Revenue Operatio…
 
We all know it takes more than talent to make it in this business. BOD™ member, Maria Viola-Kuttruff reminds us of the value of discipline—how to use it when it matters. In this episode we learn: - trust your instincts when you hear or see a red flag- the majority of tasks we do, as designers, aren’t that exciting - avoid working with anyone who do…
 
Special rules as of Spring 2021 that allow certain assets to forgive 100% of all the taxable gains - do your parents have any of these accounts? Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs…
 
Our next guest is Garit Boothe, a marketing professional specializing in Search Engine Optimization (SEO) for Financial Technology companies. He is also an avowed money nerd and writes about personal finance on his blog, Digital Honey.Money. Garit shares his insights on how he overcame his limiting beliefs and money blocks in his life. "Making prog…
 
In this episode, we welcome Ken Meifert. Ken has arguably one of the coolest jobs, he’s the Vice President of Sponsorship and Development at the National Baseball Hall of Fame. Ken has been with the Baseball Hall of Fame Museum for over 27 years and he has a lot say about hiring, chemistry, collaboration, teamwork and being the best team player you…
 
In our latest podcast, we sat down with Craig Hausz who explained the three principles behind a successful 12 person accounting firm: a well-designed interview process, a team-based culture, and a system for tracking growth. You can list to the full podcast here: http://jetpackworkflow.com/blog/craig-hausz-hiring-principles #GrowingYourFirmPodcast…
 
Marketing Operations to Sales Operations to a VP, Customer Success. This carer path serves as an amazing foundation for a Revenue Operations executive. This is exactly the career path that Alison Elworthy, EVP of Revenue Operations at HubSpot. Alison's experience as a customer success executive was an eye-opening experience for a career-long operat…
 
Our guest this week Bart Rupert discusses: -How he helps people flip businesses profitably. -Negotiating and closing deals successfully -Tips for saving money and enjoying the Colorado Rockies! -His favorite book, place to visit and way to give back.
 
BOD™ member, Shoshana Gosselin wrote to us and said, "I have a sticky issue and can use your advice.” How could we resist? Listen in as Kimberley and Shoshana unpack a project that went from amazing to …. let’s just say, less than amazing, when her client asked for a change in protocol. In this episode we learn: - constantly review how you work wit…
 
What are the main issues you should look out for and try to avoid ahead of time? Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.…
 
Finances can be simple, fun and doable if you set your mind to it. By keeping it simple and doable, you can reach your goals. Wouldn't that be fun? Our next guests are Rachel Marshall and Bruce Wehner from The Money Advantage, a team of financial freedom architects for wealth creators. Rachel is the Co-Founder, Chief Financial Educator, and Content…
 
After listening to BOD™ EP 191 | Creating Value with Camal Pirbhai, Suzanne Manlove has a question about how to get the most out of your drapery workroom. For example, is it a good idea to schedule a meeting with the workroom as a part of the concept phase? Listen in to the conversation.It’s time to take control of your business.Become a member of …
 
Andrew Hunzicker, founder of Dope CFO - a program for accountants looking to specialize in the cannabis industry, joined us on the podcast! After working for a Fortune 500 and other large organizations, he began working part-time for smaller organizations when he realized the benefit of selecting a single industry to build his client base around. N…
 
Hello! In today's episode we are answering the question of... DOES EVERY RELATIONSHIP NEED A CFO AND HOW DO YOU MERGE FINANCES WITH YOUR PARTNER? Today's show is part two of our money and relationships roundtable, where we are joined by two guests, Ollie and Luke. We've roped our significant others into the podcasting fold for a money and relations…
 
On this episode of the Metrics that Measure Up podcast we are joined by Wes Bush, founder and CEO of ProductLed. Wes's journey to founding ProductLed and becoming a leading voice on Product-Led Growth started when he was responsible for demand generation for B2B SaaS companies. Specifically, when he led demand generation at Vidyard, they launched a…
 
The pandemic has not been bad for the interior design field. As we know, the pandemic has made consumers want to improve their homes. That, in turn, has created high demand for interior designers, contractors, and realtors. But what about our vendors and showroom reps? After all, they’re a critical part of your A Team – connecting you to manufactur…
 
More often, when you do what you love, success will follow. Our next guest, Sharifah Hardie, is a business consultant, author, talk show host, producer at Bizzy Girl Productions, Candidate for 2024 California State Senate District 33, President of the Black Chamber of Commerce – Long Beach Area and an influencer. She is Host of Ask Sharifah Videoca…
 
Which parent handles the finances? It very well may not be the surviving spouse. Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.…
 
Whether you want to sell your accounting firm or not, understanding the dynamics behind valuation is crucial to success. Our latest podcast interview dives into the industry trends in cloud accounting, and the type of changes firm owners are making to succeed in 2021 (and beyond). See what it’s all about in our interview here: jetpackworkflow.com/b…
 
In this episode, we welcome Jeanice Lee, Head of Americas Region for Air New Zealand. We sit down and discuss leadership, key pieces of the hiring process, how you can stand out in today’s workforce, digital marketing, the digital landscape, responsibility, ownership, and accountability. We also discuss key aspects of boomers working with millennia…
 
Members of Business of Design® have access to our private Facebook community. It’s a safe place to seek guidance from wise peers. This week, Cheryl Horne, BOD™ Director of Operations, pulled some member questions from the FB community, and she asked Kimberley to answer them on the show. Enjoy! In this episode we learn: - an avoidance of the retaine…
 
Product Analytics + Product Led Growth are critical partners for success. Ken Fine, CEO of Heap Analytics recently joined me on the Metrics that Measure Up podcast to discuss the inextricable linkage between these two concepts. PLG currently exists in a continuum of maturity, with some companies managing the entire customer lifecycle using a produc…
 
Our guest this week is William Adoasi discusses: -Getting mentored by Richard Branson. -Leaving his cushy job to create Vitae London. -His methods for saving/investing money, Spiritual practice and exercise routine. -Changing his mindset to live for a higher purpose. -His favorite book, place to visit, food to cook and way to give back!…
 
Hello and welcome to another bonus episode of It’s No Secret. Money Moments is where we chat to real Kiwis about their experience with money - the good, the bad and the hilarious. Today on the pod, we’re joined by Jervis Koo. Jervis is the Digital Director of boutique agency, Unco, a Kernel investor and of course a friend. In this episode, Jervis s…
 
How can you think outside the box within the workplace environment and maintain motivation during days that feel never-ending? Today's guest is Chris Bello, who quit his corporate job three years in and, after applying a little intense intentionality, he transformed his life. After grappling with one side-hustle after another, he went all-in on res…
 
Connect with Suzanne: https://www.linkedin.com/in/suzanne-delbanco-86071b4/ Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/ ************************* And if you're looking for a speaker for you next event, please check out www.stevewatsonlive.com.By Steve Watson
 
Do you ever stop and think who your parents are actually taking their advice from? Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.…
 
After cutting clients and figuring out who her ideal client was, Jackie Meyer was ready to focus on her business. Jackie says tax planning consulting is the EASIEST way to show ROI to a client, hands-down. “You are doing a tremendous service to your clients and it’s a service they understand --- it saves them money.” Catch up with Jackie on the pod…
 
Sam Crowell Richard is responsible for growth across the OpenView Partners portfolio. OpenView Partners is a leader in advocating Product Led Growth strategies across their portfolio, which includes leading PLG companies including Calendly. Sam has invested in her career preparing for a growth role in a PLG focused venture capital firm, including l…
 
In order to hire the most talented, capable staff, business owners rely on a variety of recruitment enticements—salary, bonus structures, flex hours, and even a dynamic work environment. Resimercial design, a home-like atmosphere for the office, is quickly becoming the defining trend of today’s office projects.In this episode we learn: - with comme…
 
Hello! In today's episode we are answering the question of... DOES EVERY RELATIONSHIP NEED A CFO AND HOW DO YOU MERGE FINANCES WITH YOUR PARTNER? On today's show we are joined by two guests....drum roll please! Meet Ollie and Luke. The long-suffering partners of your two hosts who kindly agreed to share their experiences in this roundtable discussi…
 
Being able to talk to you parents about money may be more important than you think. Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.…
 
This week's guest is the one and only Joanna Cassidy. She is an award-winning actress best known for her roles in Blade Runner, Who Framed Roger Rabbit, and the HBO series, Six Feet Under. Having envisioned a career in science and art, Joanna has embraced the twists of fate that have transformed her life. Joanna's long list of accomplishments inclu…
 
In this 2nd part of a 2-part interview, we welcome back Heather Moyer, Founder and CEO of HNM Systems. Heather provides great insight into what is an "A" player, what she believes people can do to "stand out" and become an "A" player, and why it is important to do what it takes. She also discusses why self motivation, training and educating yoursel…
 
Anne Gannon, founder of @The Largo Group, joins us on the podcast this week! The Largo Group provides innovative accounting and bookkeeping services to businesses and individuals. Since 2016, The Largo Group has seen huge success, growing its revenue by 75% YoY over the last five years. In this podcast, Anne will explain how The Largo Group got sta…
 
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