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The Successful Adviser by James McCracken

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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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每月
 
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
 
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
 
“Pod Save America” cohost Tommy Vietor thought foreign policy was boring and complicated until he got the education of a lifetime working for President Obama’s National Security Council. On “Pod Save the World,” he and former deputy national security adviser Ben Rhodes break down the latest developments and bring you behind the scenes with the people who were there. New episodes every Wednesday.
 
How to describe this book? In a word – savage. For those regular LibriVox Le Queux mystery listeners, this book is a step in a different direction by the author. The book starts out like most Le Queux. Our hero, Richard Scarsmere, befriends an individual (Omar) at an English boarding school who turns out to be an African prince from a kingdom called Mo. Omar receives a visit from one of his mother’s trusted advisers. His mother, the Great White Queen, seeks him to return home immediately. Om ...
 
Residential property is the only asset class we live in, it is where we raise our family’s, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are overloaded with information and one size fits all recommendations from the media, well-meaning friend ...
 
When you set out to get things like life insurance, critical illness cover or income protection, many people do not think that they are going to hit any snags along the way. But! Insurance is a world of risk and there are times that a persons circumstances will make insurers sit back and have an extra think about offering the insurance. Why?! This podcast is designed to answer that why. Kathryn Knowles is joined by guests to bring a clear and open chat about how insurance works. Kathryn brin ...
 
Michael Neill is an internationally renowned transformative coach and the best-selling author of six books including Supercoach, Creating the Impossible, The Inside-Out Revolution and The Space Within. Michael is often described as the ‘coach’s coach,’ and commands extraordinary respect within his field for unleashing the human potential with intelligence, humor, and heart.​ He has spent the past 30 years as a coach, adviser, friend, mentor, and creative spark plug to celebrities, CEOs, roya ...
 
The feeling of inadequacy and the fear of being yourself are all too common today, and they shouldn’t be. Jim Beqaj, leading adviser in recruiting and personal development coaching, takes the first 20 minutes of your week to help you breakdown a roadblock in your life that’s keeping you from fulfillment. From career and personal life, to the every-day mundane, Jim will help you tackle the things you’ve been avoiding, like calling out false promises, quitting your job, or dealing with your no ...
 
The Green Dream is a podcast about ethical investing for positive impact and a better future! Host James Baird interviews fund managers, advisers and a range of leaders in sustainability about topical ESG issues. James is a Financial Planner with over 20 years in the industry, and is a Director of JustInvest Financial Planning. See www.justinvest.net.au. Authorised Representative of Ethical Investment Advisers AFSL 276544 www.ethicalinvestment.com.au
 
Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
 
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington. Each week Michael will have guests with insights into economics, policy, finance, and the intersections between them all. Listen in not just for analysis of what has happened, but for the forecast of where the markets are going. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are of ...
 
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
 
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
 
Financial Life Planner Jeremy Squibb and his guests mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is a blend between getting your FINANCES in order, and maybe more importantly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals ...
 
This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
 
We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om
 
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationall ...
 
Each week Andrew Parasiliti, president of the award-winning news site Al-Monitor, and Amberin Zaman, Al-Monitor’s Senior Correspondent, interview newsmakers, journalists and thought leaders from the US and Middle East about the latest news and trends in the region. Andrew has been writing about, and traveling in, the Middle East for over three decades, meeting and interviewing the region’s top political and civil society leaders. Since obtaining his PH.D from Johns Hopkins University, he has ...
 
The mainstream media is broken. Groupthink, fake news, and distrust are just a few words to describe it. Too many journalists now bow to the pressure of political correctness instead of standing tall for the truth. That is why Americans don’t know who to trust. The Truth with Lisa Boothe will cut through the noise and get straight to the heart of what actually matters. As a former pollster and political adviser, and now a television news commentator, Lisa has a deep understanding of the poli ...
 
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The S-Word

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The S-Word

Edie Lush and Claudia Gonzalez Romo

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每月
 
Exploring The Sustainable Development Goals with Edie Lush, Executive Editor of Hub Culture and Claudia Gonzalez Romo, Special Adviser UNICEF. In collaboration with the UN Foundation and the Global Daily
 
You know you want to make positive beneficial change in your life and yet you may not have the know-how! Allow yourself to discover how you too can start that step-by-step change process and begin to reap the benefits of ethical change through ethical hypnotherapy. This podcasts' objective is to present to you the views and experiences of working hypnotherapists, hypnotherapy teachers, experts and business advisers, to educate you and help you to make wise choices.
 
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
 
Welcome to The Advisor Podcast. Brought to you by JGS CPA. We are a FULL service CPA firm. We’ve been in business for over 85 years. Planning for our clients and working hard for their success. We are the trusted professionals. And now we have a podcast, we will offer up our knowledge sharing content and information on all things accounting, tax and business advisory while also opening up our network of attorneys, bankers, financial advisers and even non-profits we support to discuss topics ...
 
ASE certified master technician and senior Delphi Technologies instructor, Dave Hobbs, sits down with automotive product experts, trainers and engineers. Each episode provides technicians and shop owners best practice advice to sharpen their skills in their service bays. Episode topics will include proper fuel pump installation, diesel engine performance, vehicle electrification, ignition coil diagnostics, battery charging and more. As a trusted adviser in the automotive industry, Delphi Tec ...
 
The podcast The Art of Digitalisation mainly focus on digitalisation stories that have taken the Estonian know-how around the world. We will give our listeners hands-on tips, advice, and share valuable lessons on how to start or accelerate their digitalisation paths. The monthly podcast will also discuss current issues and developments within e-Estonia.Our hosts, Digital Transformation Advisers Florian Marcus and Anett Numa will be joined by a wide array of experts - both from tech companies ...
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
As an athlete, entertainer or artist, your talent may be helping you to build a successful career and reputation. However, it is important to remember that your reputation and image has value and you need to protect it. Safeguarding your personal brand and identity is very important in the early stages of your career, and will help you protect your future position and commitments.In this podcast series, hosted by Michael Rueda, we talk to experienced advisers who share useful tips and consid ...
 
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Ellysse and Ashley Break the Internet

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Ellysse and Ashley Break the Internet

Information Technology and Innovation Foundation (ITIF)

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每月
 
What exactly is Section 230 of the Communications Decency Act, and why is a 1996 law so important today? Why have Presidents Biden and Trump both said they want to repeal it? Was it to blame when Twitter and Facebook banned Trump from their platforms, or was it the reason they didn’t ban him sooner? Join policy analysts from the world’s leading tech policy think tank as they break down one of the most contentious debates about free speech, intermediary liability, and the future of the Intern ...
 
The Tech Reps are your bridge to home technology. With over 15 years experience in Home Theaters we have the relationships to provide you with a truly seamless experience through our network of dealers. You can consider asking Angie, Craig or a home adviser, but we truly are your friend in the Home Theater and smart home industry. Our expert referral service is free and our results are priceless.We live this stuff and wish you the best experience.
 
The Voice After Show Podcast recaps, reviews and discusses episodes of NBC's The Voice. Show Summary: The talent and competition are fierce as coaches go head-to-head to passionately mentor, inspire, and nurture a fresh group of vocal artists from all over the country — all of whom come with the dream of being the next winning Voice. Some of the industry's biggest names also serve as advisers, offering their professional, creative insights and adding to the fun in America's No. 1 unscripted ...
 
Rachel Cheetham, Business owner, business adviser, coach and mentor explores everything business in The Curious Business Guide. If you're curious about every aspect of doing business and always keen to learn new things, each episode explores a challenge that came up for either a business she is working with or in the business she helps to run. This is a podcast for all those who run a small business, regardless of what point you are in your journey, who want answers to daft questions, practi ...
 
Joel G. Breman, M.D., D.T.P.H., F.I.D.S.A., is Senior Scientific Adviser, Fogarty International Center of the U.S. National Institutes of Health. Dr. Breman's recent research has defined the considerable burden of malaria and development of policies and practices to conquer this disease. He was educated at the University of California, Los Angeles; the Keck School of Medicine, the University of Southern California; and the London School of Hygiene and Tropical Medicine. He trained in medicin ...
 
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.
 
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Visit http://www.advisorgroup.com/women-forward for additional information! Securities and investment advisory services are of ...
 
Welcome to Leadership on the Front Foot, with your host David Andrew, CEO and Founder of Capital Partners Private Wealth Advisers, and author of Wealth with Purpose. Each week Leadership on the Front Foot with Capital Partners will explore a wide range of leadership topics and interview some of our community’s best and brightest leaders.
 
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show series
 
After migrating to Australia from Vietnam, EZ Financing broker Thuy Hook started working in banking before making the leap into broking. Having been a broker for the last seven years, the Queensland-based broker now focuses predominantly on first home buyers – and this year celebrated the achievement of writing $100 million in loans as well as bein…
 
In this interview with Julie Bishop, I took a slightly different tact. Yes, Julie and I could have just talked about all the great things going on in her business, which she co-owns with two other brokers. But instead, we looked at some of the challenges and opportunities Julie has worked through to transition from a successful career in banking to…
 
This week's FarrCast kicks off with Michael Farr and Jim Iuorio analyzing the whipsaws of the markets. Jim tells us that while the pullback is ultimately healthy, there may be a bigger airpocket ahead. Next, Dan Mahaffee joins for a discussion of the hectic week in Washington. Congress wants to leave for Christmas, but there is much still on the ta…
 
Hello everyone and hope you all had an amazing Thanksgiving weekend. Over the past several weeks, we’ve talked about the different elements of mindset: our belief systems, values, internal dialogue, and self-image. Today, I’d like to discuss the last element, which in my experience, is the most important one: the 6 human needs.In this episode, I ta…
 
Ghislaine Maxwell is a British socialite who is currently on trial for allegedly helping Jeffrey Epstein, an ultra-rich financier, create a pedophile ring that destroyed the lives of countless young women. Is she guilty? Lisa dives into the lives of Jeffrey Epstein and Ghislaine Maxwell with investigative journalist Vicky Ward, the host of the docu…
 
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony…
 
Episode 60 Released December 2, 2021 Elizabeth Bachman is a trained opera director and worked with many great singers, including Luciano Pavarotti and Placido Domingo. On this week's show I talk to her about how her background had helped her in business. Elizabeth feels that singers are entrepreneurs and just like anyone else in business, they need…
 
Tommy and Ben cover the Omicron variant, a history making Prime Minister in Sweden, the Nordstream 2 pipeline and tensions in Ukraine, corruption and spies in international soccer, Jared Kushner goes hunting for gulf oil kickbacks, a historic election in Honduras, the Iran deal talks on life support, maple syrup cartels and Oasis. Then Tommy talks …
 
In this episode of The nestegg Podcast, host Maja Garaca Djurdjevic checks in with our three experts, digging into the biggest headlines in the world of superannuation, property, investing and wealth creation, as well as touching on the new Omicron scare. Steve Waters, director of Right Property Group, talks about investing in a unit and whether fi…
 
If you like surprises you're going to love this. Ayesha has so many brilliant stories from her time in politics and her account of the night of the 2015 election is absolutely electric. It's one of many great tales that will have you completely absorbed, including her visit to Iraq shortly after the removal of Saddam Hussein. Ayesha is also a succe…
 
Michael Kofman, director of the CNA Russia research program, explains how Russia approaches the Iran nuclear talks; why Moscow considers Syria a remarkable and cheap success; whether Turkey and Russia can manage differences in Ukraine and elsewhere; and why Belarus and Ukraine remain key flashpoints in US-Russia relations. See Privacy Policy at htt…
 
A mixed loan is a loan that has been used for more than 2 uses. An example is someone who has borrowed to buy a house paying extra off the loan and then using the redraw facility to borrow money to use as a deposit on an investment property. Mixed loans should be avoided in situations like this as every deposit into the loan will reduce the deducti…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode Dave, Cate and Pete take you through: Market update 1. Expected end of year activity If you’re committed to purchasing a property, now is not the time to take your foot off the pedal. There is a distinct determination of buyers, vendors and agents to get deals don…
 
I love to learn as much as I can about our world, and I think doing so has only ever benefited me as a person and professional. There are many things that have been blowing my mind lately and sometimes that knowledge can be a little intimidating. In this episode I share some thoughts on finding inspiration, seeking knowledge and how it's never too …
 
Guest expert Tony Lister from Remax Elite Inverness joins us this week to share his 13 steps to market your property and achieve a quick sale. Tony discusses photos, virtual tours, floor plans, online portals and print media among other things as he shares his top tips. Disclaimer It is important to take professional advice before making any decisi…
 
In this interview I talk to a fellow Financial Planner, my colleague Karen McLeod. Career wise, we have a fair bit in common - like myself, she is an Authorised Representative of Ethical Investment Advisers, is a member of our Investment Committee, is accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial A…
 
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed about their finances, that’s almost half of the population and that’s why Leigh is here to talk about the ‘taboo’ topic of money! Leigh explains why we should consider our financial wellbeing i…
 
Episode 59 Released November 25, 2021 This week's guest is Devin Miller. Devin is a patent and trademark attorney and I asked him on to the show because I was interested in when and how we need to protect our intellectual property. Devin did a great job of explaining the difference between the 3 main methods. A patent protects a physical object tha…
 
Amberin Zaman, senior correspondent for Al-Monitor, discusses her reporting from northeastern Syria, including the devastating effect of the worst drought in seven decades; why SDF leader Mazloum Kobane doesn’t expect a Turkish attack, but is disappointed by US policy on Syria; how increasing tensions between Turkey and Russia over Ukraine could im…
 
Confused about Bitcoin and Ethereum or other cryptocurrencies in general? Parker Waldron with Skybridge explains what cryptocurrency is, how cryptocurrency works, the positive and negatives or cryptocurrency and how cryptocurrency can be used. Steve Wolff, Catherine Magaña and Parker Waldron dive deep into the hype behind cryptocurrency and how it …
 
Confused about bitcoin and ethereum or other cryptocurrencies in general? Parker Waldron with Skybridge explains what cryptocurrency is, how cryptocurrency works, the positive and negatives or cryptocurrency and how cryptocurrency can be used. Steve Wolff, Catherine Magaña and Parker Waldron dive deep into the hype behind cryptocurrency and how it …
 
Tommy and Ben talk about the allegations by and disappearance of Chinese tennis star Peng Shuai, calls to boycott the Beijing winter Olympics, British PM Boris Johnson’s rough couple of weeks, economic woes in Turkey, democratic backsliding, asteroid killing satellites, what human rights advocates are demanding from Justin Bieber, how Popeyes is ta…
 
Welcome to the final episode in the third series of Jimmy’s Jobs of the Future. Throughout this series, we've heard from amazing guests on topics ranging from the future of care to uncovering the hidden world of NFTs to discussing how entire technology fields are dedicated to improving women’s health. Another emerging trend of this series has been …
 
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry. Get the full…
 
Oh boy. This will knock your socks off. The hurricane that is The Mooch whirls into London for this gripping, hilarious and heartfelt show. Packed full of incredible stories from inside the Trump White House and never-before-heard details about Steve Bannon, this is even better than you'd hope. It's a fantastic analysis of recent American politics,…
 
What really happened behind the scenes at the Trump White House during the COVID-19 pandemic? For this podcast, we find out. Dr. Scott Atlas joins Lisa to share his unfiltered insider account of serving on President Trump’s COVID-19 Task Force. Dr. Atlas shares stories of scientific disputes, policy debates, raging egos, politically motivated lies,…
 
You can’t have failed to hear about the DB pension transfer mis-selling scandal that affected many ex-British Steele workers or missed the numerous pension and investment mis-selling cases that have hit the headlines in recent years. Philippa is a lawyer and partner in the financial services litigation team at Clarke Willmott, where she specialises…
 
For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up her accounting practice, she soon found that clients also wanted help with their wealth and loans too. But rather than refer clients out, she decided to become a qualified financial planner and mortga…
 
https://propertyplanning.com.au/propertyplannerbuyerprofessor/ In this week's episode, Dave, Cate and Pete take you through: Market update 1. Thank you for your feedback We’ve received a number of listener reviews that are insightful and also gave us honest feedback, which we really appreciate. One was in relation to past performance bias, specific…
 
In this episode I'm joined by a great friend and motivator, Natalya Sebastian. Natalya is a thriving Pilates entrepreneur, but when the pandemic hit she found herself in a desperate situation to make a massive shift to her business. Through true grit, creativity and the willingness to "just try", she's come out even stronger. We unpack how she did …
 
For many people Christmas seems to get more expensive every year. This week Phil and John look at ways to reduce your Christmas spend this year. Some areas that are discussed on this week’s show include toys, food, Christmas trees and travel costs. Disclaimer It is important to take professional advice before making any decision relating to your pe…
 
For the last several weeks, we’ve been talking about mindset and how it’s like a recipe made of different vital ingredients. So far, we’ve discussed beliefs, values, rules, and our self-dialogue. Today, we’ll take a deeper dive into our self-identity and why this is critically important.We, as human beings, behave towards our self-identity. When yo…
 
On this week's FarrCast, Michael Farr has an extended discussion with the ever insightful Jack Bouroudjian. It's a conversation not to be missed as Jack peels back the layers of the new normal, discusses what it's like to be an immigrant to technology, parses the structural changes happening around us -- and gives us insight into how it all impacts…
 
It is projected that we are about to enter an era of enforcement marked by more stringent enforcement of tax policy, which will raise the bar for small businesses seeking to claim the R&D tax credit. On today’s show, Michael Garofalo sits down with Brad Poris. Brad leads the northeast region of BDO's Business Incentives Group, with a specialization…
 
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