The self aware boss

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There are as many opinions about what a good leader is, as the amount of unhappy team members out there. Most say is about empathy… but that is not all. Being a leader right now is as challenging as ever. The great resignation and the shift in expectations both from employees as well as managers…

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Family Businesses: the good, the bad and the ugly

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Veronica Maldonado has first hand experience at family businesses, both from personal experience as well as helping many others manage their generational transitions, challenging relationships and more. The key for success? She says it is about shared vision, but mostly a willingness to work at issues, which all families – from the healthiest to the…

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“Marketing to attract and retain teams”

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On this episode we speak to Lindsay White, a leadership coach and people operations expert on how to find, train and retain teams in financial services. Her philosophy? It turns out, it is not as complicated as many make it to be: treat it as you would attract and retain clients. So when you apply…

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Comprar en Binance no te hace experto en Crypto

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Entrar al mundo crypto ahora parece tarde, pero al mismo tiempo es temprano. La confusión es mucha y las oportunidades también. Hablamos con un experto en marketing de Crypto, Sebastian Camiser, quien es el ex CMO de One Bit, una wallet crypto exitosa, y ahora es CMO de Ping, una plataforma de pagos para freelancer,…

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Service-based entrepreneurs: “Set up the system”

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Service based companies share many of the same pains. Entrepreneurs in the space even more. Peter Mohr has been advising entrepreneurs for a long time and has designed his own recipe for success. “Set up the system, the people and the rest will follow” is his motto for all entrepreneurs to grow. In this episode…

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Have fun, do what you love and the rest will come

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Steve Seid and Kurt Dupuis are a unique team in asset management. They do not look like your traditional financial services team, and they are not. They have focused all of their efforts into providing financial professionals with true practice management advice and help. And it is not just an assessment, or figuring out a…

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“The riches is in the niches”

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Scott Carson is a great example of a financial services company that has truly gained its success from grass roots, thought leadership marketing. On this episode we discuss why every company is a media company, and how to take a marketing first approach, no matter what your firm does. Scott is the owner and managing…

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“Talk to your customer before having a product”

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Hall Martin is an angel investor and has launched a platform to connect startups with investors around the county. In this conversation, we go over the key factors that startups should have in mind before looking for funding, as well as the key KPIs investors should look at when investing in startups. From evaluating teams…

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“Everyone has a plan until they get punched in the face”

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Chris belongs to the new generation of financial planning. But he hasn’t taken on all of the new vices they have. He knows the value of relationships and isn’t afraid to focus his business on them, or his huge personality. He also isn’t afraid to say that whoever focuses on performance, sooner rather than later…

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A traditional thinker that ends up being a contrarian

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Jeremy believes that just by educating clients they will make better decisions. He also believes that the AUM based fee should not go away, and that clients will not be using technology any time soon. All of these thoughts seem somewhat contrarian at this point in the wealth management industry. We explore why they should…

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