The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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David Cristello and Jetpack Workflow에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Cristello and Jetpack Workflow 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals와 비슷한 콘텐츠
Leading Up is a top-ranking leadership podcast to help you work, lead, and live differently. In Season 7, we’ll shine a light on storytelling, and how it can help aspiring leaders communicate better. Alan Todd, VP of Leadership Development at Udemy, sits down with some of the most thoughtful and exciting leaders, practitioners, and thinkers. Together, we’ll help you unlock your potential and become an even better leader. New episodes drop every Wednesday, so be sure to follow the podcast to ...
…
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
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This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
…
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Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
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Yes, you can start your own business. And no, you don’t need an expensive degree (or the debt that comes with it). You also don’t need to: Take out a loan Quit your job (right away) Risk your financial stability You just need a little guidance, and the habits it takes to follow through. On The $100 MBA Show, we share the practical, on-the-ground strategies and skills you need to turn your business idea into the future you want. Host Omar Zenhom is a road-tested entrepreneur, business coach, ...
…
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
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Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal
Manage episode 462687337 series 1056289
David Cristello and Jetpack Workflow에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Cristello and Jetpack Workflow 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants.
The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company.
Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on managing a multifaceted business.
362 에피소드
Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
공유
Manage episode 462687337 series 1056289
David Cristello and Jetpack Workflow에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Cristello and Jetpack Workflow 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants.
The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company.
Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on managing a multifaceted business.
362 에피소드
모든 에피소드
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA 37:12
37:12 
나중에 재생 
나중에 재생 
리스트 
좋아요 
좋아요37:12
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors . The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years. Marcus shares valuable insights on client acquisition, pricing strategies, and the importance of maintaining consistency during the first year of acquiring new practices. The episode also explores the challenges and hard decisions he faced, including experimenting with service offerings like bookkeeping and payroll. Listeners will gain a deeper understanding of capacity planning and the hard-won lessons learned from the front lines of running a modern firm. Tune in for an engaging discussion filled with practical advice for firm growth and client management.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
In this episode of Growing Your Firm, host David Cristello welcomes back returning guest Loren Fogelman , a sports psychologist turned business coach specializing in helping accounting professionals. Loren shares her insights on a crucial yet often overlooked topic: raising fees for existing clients. She emphasizes the importance of understanding client hesitations, particularly when they respond with, "I'll think about it," suggesting that this often indicates unasked questions or a lack of perceived value. David and Loren explore strategies to approach these conversations with curiosity and confidence, aiming to help listeners maximize their income while working smarter, not harder. Tune in to learn practical tips for implementing fee increases with your current client base.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Building a $500K Lifestyle Accounting Firm in Under 24 months w/Michael Meihaus, CPA 37:42
37:42 나중에 재생 나중에 재생 리스트 좋아요 좋아요37:42
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus , the owner of Meihaus CPA , who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits. Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his job and pursue his passion. The discussion touches on the importance of designing a firm that aligns with one’s lifestyle and the concept of "choosing easy mode" in the accounting profession. Listeners will gain insights into creating a unique firm identity, as Michael's website stands out from the conventional offerings typically found in the industry. Tune in to explore the magic of retirement plan audits and the entrepreneurial spirit behind building a firm that reflects personal values and aspirations.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal 34:27
34:27 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:27
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal , a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. The conversation delves into their dual business model, exploring how they balance service and product development in the competitive accounting landscape. Jesse and Tom share insights into their journey in building accounting software, the challenges they face, and their vision for the future of their company. Tune in to discover how FinOptimal is reshaping the accounting industry and learn valuable lessons on managing a multifaceted business.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein 42:21
42:21 나중에 재생 나중에 재생 리스트 좋아요 좋아요42:21
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein , the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn . Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospective candidates. With over 120 applicants for her last two job openings, she highlights the need to view recruitment from a sales perspective. Throughout the conversation, Shannon discusses her firm’s philosophy on time tracking, stating they do not track time and explaining how this principle has shaped their operations. Additionally, she reveals her efficient work schedule, averaging 25 to 35 hours per week, and offers insights into building a successful CFO practice. Tune in for valuable tips on hiring, firm management, and achieving work-life balance.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA 31:07
31:07 나중에 재생 나중에 재생 리스트 좋아요 좋아요31:07
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin , a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. The conversation delves into the importance of operations, systems, processes, and a fresh perspective on profit within accounting firms. Wendy emphasizes the significance of establishing firm boundaries to maintain control over one’s business and highlights the need for firms to adapt to these changes for long-term success. Tune in to discover actionable strategies that can help firms reclaim their freedom while enhancing their operational efficiency.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry 25:13
25:13 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:13
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry , a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office , co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals. The conversation explores the integration of technology in financial planning, highlighting how software is making holistic financial strategies more accessible. Rory shares insights on the importance of collaboration among financial and accounting professionals and delves into the psychology of financial behavior. Tune in for valuable wisdom that can help accounting professionals enhance their services and better serve their clients.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin 28:58
28:58 나중에 재생 나중에 재생 리스트 좋아요 좋아요28:58
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin , founder and managing partner of White Tiger Connections . They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the impact of cloud technology and the shift towards distributed employment, which have transformed the M&A space. The conversation also touches on the importance of viewing accounting as a nucleus for offering diverse services, particularly for young professionals entering the field. Tune in for insights on navigating M&A and recruitment in today's evolving market.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 34:40
34:40 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:40
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. Tim shares insights from his experience as a CEO and his background in scaling a professional services line to over $800 million in revenue. Listeners can expect a candid conversation about the good, the bad, and the realities of private equity, alongside potential discussions around AI in the professional services sector. Tune in for valuable strategies and behind-the-scenes perspectives on navigating growth in a competitive landscape.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 35:50
35:50 나중에 재생 나중에 재생 리스트 좋아요 좋아요35:50
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien , Co-CEO of Anomaly CPA , for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions made to invest in alternative positions beyond client-facing roles, such as marketing, IT, and operations. Greg shares valuable lessons learned on scaling a successful accounting firm and offers advice for listeners looking to achieve similar growth. Tune in to discover the latest updates from Greg and the innovative practices that have shaped his firm's journey.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 34:46
34:46 나중에 재생 나중에 재생 리스트 좋아요 좋아요34:46
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA , founder of Full Send Finance and co-founder of Full Send Design . The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experiences on LinkedIn, where his consistent efforts have significantly increased awareness of his brand and services over the past year and a half. The discussion then delves into Roman's journey in building Full Send Finance, exploring strategic thinking for growing firms, and how modern practices can enhance operations. Tune in for valuable takeaways on leveraging social media and maintaining momentum in your professional endeavors.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30
23:30 나중에 재생 나중에 재생 리스트 좋아요 좋아요23:30
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA , owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping . Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering small businesses and solopreneurs through comprehensive tax planning and strategic business advisory services. Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018. Before his accounting career, he spent a decade as a college instructor. The conversation delves into Jeremy's unique approach to business, which emphasizes a subscription-based model rather than traditional billing methods, making his services accessible to small businesses and individuals starting their entrepreneurial journeys. Listeners can expect insights into navigating the challenges of running a business during the COVID-19 pandemic, along with Jeremy's expertise shared through his substack, J. Wells Tax, and his roles in various professional organizations. Tune in for valuable advice on tax strategy and business planning tailored for small businesses.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27
27:27 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:27
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello interviews Logan Graff , a virtual CPA firm owner ( The Graf Tax Co. PLLC ) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creation on platforms like YouTube and Twitter. Logan shares his journey of starting his firm at the age of 30 and the challenges he faced, including pricing his services competitively despite having less experience than some of his peers. The conversation delves into Logan's unique approach to content creation, his rapid growth on YouTube, and the lessons he's learned while building his successful firm. Tune in to discover valuable insights on firm management, pricing strategies, and leveraging social media to enhance your business.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23
31:23 나중에 재생 나중에 재생 리스트 좋아요 좋아요31:23
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter , the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services , a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices. With a focus on efficiency and client care, Patrick emphasizes the importance of flexibility and performance-based compensation in the workplace. Tune in to discover valuable insights on navigating the accounting landscape and achieving growth through strategic acquisitions. Client selection is vital for maintaining profitability and operational efficiency in accounting firms. As discussed in the podcast episode with Patrick Dichter, a firm's approach to client selection can have significant downstream implications for pricing, compensation, fulfillment, and overall capacity.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
1 AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21
24:21 나중에 재생 나중에 재생 리스트 좋아요 좋아요24:21
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of existing talent. Piritta shares insights from a recent report on future productivity trends in the accounting and tax industries, highlighting the importance of bridging the talent gap that many firms are currently facing. Join them for an engaging conversation on the future of productivity and the evolving landscape of the profession.…
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals와 비슷한 콘텐츠
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Leading Up is a top-ranking leadership podcast to help you work, lead, and live differently. In Season 7, we’ll shine a light on storytelling, and how it can help aspiring leaders communicate better. Alan Todd, VP of Leadership Development at Udemy, sits down with some of the most thoughtful and exciting leaders, practitioners, and thinkers. Together, we’ll help you unlock your potential and become an even better leader. New episodes drop every Wednesday, so be sure to follow the podcast to ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Yes, you can start your own business. And no, you don’t need an expensive degree (or the debt that comes with it). You also don’t need to: Take out a loan Quit your job (right away) Risk your financial stability You just need a little guidance, and the habits it takes to follow through. On The $100 MBA Show, we share the practical, on-the-ground strategies and skills you need to turn your business idea into the future you want. Host Omar Zenhom is a road-tested entrepreneur, business coach, ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Insightful interviews with authors, experts, entrepreneurs, and thought leaders who share valuable marketing tips, growth strategies, and resources. Hosted by John Jantsch, one of America's top small business marketing experts, this show is dedicated to helping you craft effective marketing strategies that will grow your business. Whether you're a small business owner, marketing professional, or marketing agency owner, you'll gain valuable insights and actionable advice on topics such as mar ...
…
continue reading
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