Showing results by author "ADVISOR" in All Categories

Clinical Investment Insider is the official podcast and video series from Health Board Advisors, created for clinicians, operators, and clinician-investors who want to move beyond surface-level conversations and into real decision-making power in healthcare innovation.This show exists for professionals who understand that the future of healthcare is not shaped by hype, conferences, or vanity metrics—but by aligned leadership, disciplined capital, and clinically grounded execution.Each episode features current members, advisors, investors, or vetted applicants within the Health Board Advisors...

Evoke 20-Minute Market Outlook is a quarterly podcast hosted by Alex Shahidi, Co-CIO of one of the largest RIAs in the country. Alex and his Evoke colleagues, Damien Bisserier (Co-CIO) and Michael Marco (Senior VP, Investment Research) share thoughts about the current economic and market environment. Subscribe today.

Hosted by retail industry expert Melissa Moore, The Retail Tea Break podcast brings together retailers, brands and thought leaders to decode the myths, share knowledge and give you fresh insights into the ever-evolving world of retail.

Building the Next Generation of Financial Advice. Welcome to the Azella Podcast, hosted by David Roberson and Beth Velasquez. If you’re a financial advisor navigating the transition to independence or an established RIA looking for a competitive edge, you’re in the right place. We go beyond generic marketing. We dive deep into the strategies that high-performance advisors use to build brands, master AI-driven search, and navigate the complex world of compliance. From the "45-Day Breakaway" to owning your digital assets, David and Beth break down the blueprint for advisor growth.

Hosted by Utsav A Bhatt, Alt-Consulting explores how AI adoption is reshaping both the consulting future and how companies drive real business results through AI transformation.Across industries such as banking, retail, and professional services, organizations are investing heavily in AI. Yet, in many cases, AI is not delivering results. Productivity gains remain limited, revenue impact is unclear, and most initiatives struggle to move beyond pilots. This podcast unpacks why AI adoption fails to scale, what blocks AI implementation, and what it actually takes to make AI adoption happen in real...

Advising Humans is a podcast for financial advisors and firm leaders who know the real work starts when life changes, not when the charts are printed. Each episode steps into a major life transition and reveals what clients are feeling but rarely say out loud, then turns that insight into clear questions and practical meeting-ready guidance. It’s part human story, part trusted prep tool, built to help advisors show up steadier and earn deeper trust when it matters most.

Here is an overall, thematic summary of the podcast series based on the manifesto. It is designed to be used across your distribution channels to give listeners a comprehensive view of the journey you, Calvin, and Tyler will take them on over time.Show Title: Defying the Algorithm: Escaping the B2B Sea of SamenessOverall Podcast SummarySomething broke in B2B marketing, and most companies haven't noticed yet. Generative AI has democratized content production, creating a monotonous "Sea of Sameness" where every technology company sounds identically smooth and emotionally dead. In this ongoing ...

Financial Friction with FMD Wealth Advisors helps you understand the complex financial terms, decisions, and thought process of managing your money in the best way possible, no matter the situation you're in. Taking the big concepts and making them easy and comprehendible for you. Start listening now to get the financial advice you deserve.

Welcome to the Sovereign Capitalist. A Podcast from Austaris Capital Advisors. Discover a new perspective on financial freedom. Claim back control of your Capital and protect it from taxation and risk.Hosted by Jose Atencio and George Roth.Contact: https://austaris.com/contact

Hear real tax strategies, expert insights, and actionable advice to run your business, and your life, smarter and stronger.Every episode, Rachel Michaelov, Founder & CEO of Empire Tax Advisors, brings expert advice on taxes, leadership, wealth, and mindset. She shares real-world lessons from her own experience and features successful entrepreneurs and professionals who know what it takes to scale, stay sustainable, and lead with confidence.If you’re ready to reduce taxes, think bigger, and level up your energy, Boss On Fire with Rachel Michaelov: Boss Talks on Business, Wealth & Mindset ...

Business Beyond You is a show for business owners who want their companies to thrive beyond their personal involvement. Hosted by Sara Vaziri, MBA, MSc, CBB, CBI, the program features conversations with entrepreneurs and expert advisors sharing real-world insights on growth, succession, and successful business transitions. Designed for owners of businesses with $5M–$30M in annual revenue, the show explores how to build stronger companies, reduce risks, and create lasting legacies beyond the founder. Reach out to Sara at (949)426-5067 if you need help selling your business.

LGA Lighthouse Español es el podcast que ofrece asesoramiento experto, reflexiones practicas y recursos personalizados que apoyan el éxito de empresas familiares a través de generaciones. Exploramos lo que define a las familias emprendedoras alrededor del mundo, sus valores, sus vision y las estrategias que las guíen hacia el éxito y que las preparan para abordar las oportunidades y los retos que tienen por delante. Las ideas, opiniones y recomendaciones presentadas en este podcast son de carácter informativo solamente. Cualquier uso o interpretación que de a esta información será ...

Zaplanuj Finanse w każdą sobotę, na antenie Radio RAMPA 620 AM o 6:15 p.m. posłuchacie audycji Dariusza Godlewskiego na temat zarządzania finansami! Dariusz Godlewski - niezależny doradca finansowy od ponad 17 lat specjalizuje się w tworzeniu stabilnych strategii inwestycyjnych i emerytalnych - Konta IRA, plany 401k, inwestycje i kompleksowe plany emerytalne. Sprawdź stronę Zaplanuj Finanse - https://www.facebook.com/zaplanujfinanseW każdą sobotę, na antenie Radio RAMPA 620 AM o 6:15 p.m. posłuchacie audycji Dariusza Godlewskiego na temat zarządzania finansami! Dariusz ...

Doug Johnson CFA and Dan Rinck discuss current market trends and activities.

Join hosts Peter Golotko and Michael Riskin from CPS Investment Advisors as they guide you on The Road to Financial Independence. In this insightful podcast, they break down complex financial topics, offering practical advice on everything from navigating the economy and planning your 401(k) to understanding divorce law and estate planning Whether you're building wealth, protecting your assets, or preparing for retirement, this podcast delivers insights to help you achieve financial freedom. Tune in to gain the knowledge and tools you need to take control of your financial future.

Join thousands of dentists who are learning how to make smart financial decisions. You'll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.

AI Futures: The Road to the India AI Impact Summit 2026: As India takes centre stage in global AI conversations following the Paris AI Summit last year, this podcast series for the India AI Impact Summit 2026 is produced in collaboration with the Ministry of Electronics and Information Technology, Government of India. In the run up to the India AI Impact Summit 2026, we will bring you the top AI leaders and decision makers from around the world. The podcast is hosted by author, policy advisor and venture capitalist Anirudh Suri who also hosts The Great Tech Game Podcast.

Limitless: The Science, Spirit, and Mastery of an Unlimited Life explores what’s possible when fear, time, and limits no longer control you. Hosted by JC Gordon, today's Afterlife Spiritual Advisor and Founder of the Church of Eden. This podcast reveals truths uncovered during his near-death experience, when infinite intelligence and timeless consciousness were unlocked. Each episode blends science, spirit, and practical mastery to help you activate your highest potential and live a truly unlimited life.

Episode 5 — The Edit explores the moment when everything sharpens. In this episode of the Wine E Pilots Podcast, we move through the shift from expansion to execution — when focus stops feeling like restriction and starts functioning as leverage. It’s a conversation about editing life, business, and creative output with the same precision used in aviation and high-performance operations. The episode includes a focused interview segment grounded in real operational experience, featuring insights shaped by decades in aviation and long-range aircraft operations. Drawing on perspectives from...

Practical AI guidance for modern law firm owners. The legal industry is changing—with or without us. The only real question is: will you lead the change, or get left behind? If you’re a small-to-midsize law firm owner, you’re likely feeling it already. You’re buried in administrative busywork. You’re surrounded by an “AI gold rush” of tools and vendors. And you’re skeptical—rightly so—of flashy software that promises everything and delivers very little. You know AI is no longer optional.You just don’t have the time—or margin for error—to sort hype from reality. ...