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The Financially Legal podcast provides inspiration and tactical advice for entrepreneurial, mission-driven lawyers. Hosted by the Emery Wager of Confido Legal, Financially Legal explores issues at the intersection of finance and the business of law.
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Legal Management Talk

Legal Management Talk

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The official podcast of the Association of Legal Administrators. We offer tips for pros in legal management: managing law firms, corporate legal departments and government legal agencies. For attorneys and legal managers alike. Learn more at alanet.org.
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The ABA Journal Legal Rebels Podcast features men and women who are remaking the legal profession and highlights the pioneers who are changing the way law is practiced and setting the standards that will guide the profession in the future.
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AIB Market Talk

AIB Market Talk

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AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
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Welcome to the Serve First, Sell Later Marketing with Sylvia Garibaldi. The ultimate podcast for legal, financial and other service-based professionals seeking to grow their practices and attract more high-paying clients through leading edge marketing solutions that feel authentic and non-salesy. This podcast is your compass to navigate the competitive world of marketing your legal or financial services. Sylvia shares simple insights, strategies, and proven techniques tailored to service-bas ...
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From managing risk and staying on top of regulatory developments to dealing with the fallout of the likes of Brexit and COVID-19, businesses and their in-house counsel face many challenges. Listen Up is a legal podcast providing insight from experts across practice areas at international law firm Gowling WLG. Our episodes cover some of the key issues and concerns facing the market. For more information visit our website: https://gowlingwlg.com NOT LEGAL ADVICE. Information made available on ...
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sales & marketing for local entrepreneurs Learn from the expert digital marketers behind the growth of several of the biggest local brands in their markets. Anthony Karls, President of Rocket Clicks - www.rocketclicks.com - interviews the experts on his team in all the areas that will drive revenue for local entrepreneurs. Get technical knowledge and learn from the experience of those who paid the price to learn what it takes to grow businesses locally.
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The Legal Toolkit

Legal Talk Network

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Welcome to the Legal Toolkit, where you'll get the latest trends and business initiatives that help your law firm everyday. Hear from the experts setting the standards for the legal, insurance, and law enforcement industries. You're listening to the Legal Talk Network!
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New Solo

Legal Talk Network

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So, you’re a new lawyer or you’re new to practicing solo. You’ve got your game plan. Now what? First, know that you’re not ‘alone. It’s the fastest growing segment of the legal profession. Welcome to New Solo here on the Legal Talk Network, where you’ll learn a lot about practicing law. SOLO!
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The Global Financial Markets podcast helps clients deal with the legal and business challenges resulting from the ongoing turbulence in worldwide financial markets. By mobilizing our global resources from multiple practices and offices, the podcast provides clients with knowledgeable and timely counsel on a broad spectrum of their legal needs.
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The Global Financial Markets podcast helps clients deal with the legal and business challenges resulting from the ongoing turbulence in worldwide financial markets. By mobilizing our global resources from multiple practices and offices, the podcast provides clients with knowledgeable and timely counsel on a broad spectrum of their legal needs.
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PSG Financial Services

PSG Financial Services

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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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LGIM Talks

Legal & General Investment Management

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're o ...
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Join Bobby Moyer and Sandy Wiggins as they enjoy local craft beers and discuss their thoughts on what is happening in the market & economy. ________________________________________________________________________________________________________________________________________________________________ IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and e ...
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The Rainmaking Podcast will help you to get more business, better business, and all the business from your clients. This podcast is for professional services firms, law firms, and professional sales people. Discover the secrets of the world's leading experts in client development, business development, sales, closing, prospecting, networking, negotiation, influence, motivation, and achievement. www.therainmakingpodcast.com
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The High Ya Doin Show

Good Times Broadcasting Group

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Join us as we dive into the past present and future of the business and the culture surrounding it. Raw and uncut tales brought to you from the men and women who lived it before the legal era of cannabis. The trials and tribulations of entrepreneurs making their way into the legal market. Honest reviews and info brought to you on local product currently on the market. Is it gas or is it trash.
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Welcome to “It’s Marketing’s Fault”. If you are a marketer, this phrase is familiar to you. Sometimes deserved, often times not. Don’t worry, you are among marketers and friends here. Let’s discuss how to do marketing the right way. As a side note, in episodes 1 through 37, this was Build That Podcast. The goal of this podcast is to help you learn how to use a podcast to grow your business and expand your influence. If you go back and listen to earlier episode (those before November 2023) yo ...
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A one:one interview style with Australian fintech founders and exec management, whilst at the same time having some fun gaining insights about the person behind the brand. fintechfun was founded by Chris Titley and Sub11 and aims to amplify the voice of Australian fintechs using audio as the catalyst for building connections, networks and outcomes. fintechfun is produced by Day One- the podcast network dedicated to founders, operators and investors. This podcast uses the following third-part ...
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Secured is the podcast for software security enthusiasts. Host Cole Cornford sits down with Australia's top software security experts to uncover their unconventional career paths and the challenges they faced along the way. Listen in as they share their insights on the diverse approaches to AppSec, company by company, and how each organisation's security needs are distinct and require personalised solutions. Gain insider access to the masterminds behind some of Australia's most successful So ...
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Join Leading Sydney Strata Lawyer, David Sachs and the team at Sachs Gerace Lawyers as they discuss legal matters relating to strata law in New South Wales. Sachs Gerace Lawyers is a specialist law firm with over 25 years practicing at the forefront of strata and community title law. Recognising the particular needs of the Strata and Community Title industry, David Sachs and his team provide specialist legal services to Strata and Community Title clients. Sachs Gerace Lawyers: https://sglawy ...
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Spill The Ink

Michelle Calcote King

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Welcome to Spill the Ink, a podcast by Reputation Ink featuring growth and visibility experts from professional services firms, including law firms and AEC firms.
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Brought to you by Stephen Moore, of MLT Digital, the Your Law Firm Success podcast is for lawyers who wish to grow a successful law firm. Stephen speaks with lawyers (both past and present), consultants and suppliers about the drivers for law firm success, mistakes to be avoided and the future of legal services. If you want to grow your law firm this is the podcast for you.
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The Lawyer Mastermind Podcast: Elevate Your Law Firm's Success Join us weekly on "The Lawyer Mastermind Podcast," where legal industry transformation is at the forefront. Founded by Casey Meraz, the esteemed founder of Juris Digital, this podcast is your gateway to the insights of legal experts. Delve into a treasure trove of knowledge as we navigate diverse topics including innovative marketing strategies, effective law firm management, successful firm selling techniques, and efficiency enh ...
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Trying to work out how to acquire more customers? Need to improve customer retention? Or just looking for some reassurance you’re on the right track? That’s what the eCommerce MasterPlan is here for. Every week we interview an e-Commerce business person (owner, manager or marketer) with a fascinating insight into successful online retailing. Their business might be a UK mail order retailer, an online-only store from Australia, or a brick and clicks business from the USA – but every one of th ...
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Hello everybody! It’s Laura, the Founder and Host of “It’s Time For Moore Injury Funding” Podcast. I am also the Founder and CEO of Moore Injury Funding, your Legal Funding Counselors with a passion for Law, Medicine, Legal Funding and heart for all suffering individuals. This podcast is a great source of information based on a variety of topics covering Legal Funding, and its significance in the Personal Injury, Worker’s’ Compensation, Trucking Injuries, Auto Accidents, Medical Malpractice, ...
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Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
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Wealth Strategies Unleashed

Concenture Wealth Management

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Welcome to Wealth Strategies Unleashed, unlocking your financial potential with Concenture Wealth Management! Every week we're taking you behind the scenes in the world of finance, wealth management, and so much more! The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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Various specialists at Commerce Trust dive into the latest research, insights and market news in Conversations with Commerce Trust. From deconstructing the headlines to foundational investment insights, this podcast is designed to help you understand how it impacts you and your family’s personal and financial goals. This podcast is designed to provide investment information for Commerce Trust clients. It is intended to provide general information only and is reflective of the opinions of the ...
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Welcome to “Fingerprints on Success,” the podcast that highlights the distinctive imprints left by influential business leaders, mentors, and thriving entrepreneurs. Your host is none other than Bill Barrett, an award-winning corporate and business law attorney, and the CEO of Mandelbaum Barrett PC. Join us every week as we explore the captivating stories and insights of a diverse array of serial entrepreneurs, seasoned professionals, inspiring leaders, and accomplished coaches. Together, we ...
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Global Business Center

Global Business Center

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Global Business Centre is a Qatar-based company that provides fully furnished offices for rent in Qatar for all the start-ups, small businesses, and freelancers. Located in the heart of Doha, our premier private offices have state-of-art facilities to carry out your important tasks with ease. Our amenities include high-speed Wi-Fi, 24x7 ID card access, housekeeping, video conference system, HD TV, CCTV monitoring system, climate control environment and many more. You can also join our Virtua ...
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Get the insights you need to maximize your profitability this week. Welcome to OPTIMAL INSIGHTS, brought to you by Optimal Blue. Join our experts as they explore the latest real-time rate data and provide essential commentary spanning from originations to capital markets – insights you need to hear as you start your week. Designed for mortgage professionals, from originators to investors and everyone in between, each episode offers valuable information to help you maximize profitability and ...
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Baillie Gifford’s Short Briefings on Long Term Thinking bring valuable insights into the benefits of taking the long view. You’ll hear frank, thought-provoking opinions from our team in Edinburgh and experts around the world. These podcasts do not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. They are provided for information only and should not be considered as investment advice or a recommendation to buy, sell or hold a p ...
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Featured on Inc.com's list of 100 Podcasts That Will Make You Smarter, Better, and Wiser, MSNBC's Your Business, and on the Fit Small Business list of best small business podcasts, this show is designed to help small business owners, salespeople, and new entrepreneurs with the various aspects of business success. We have a great lineup of guests and topics scheduled. We’ll be talking about everything from sales to employee issues; from technology to social media; from work-life balance to ex ...
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The Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC. Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. ...
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Whether you’re a CEO, developer, non-technical co-founder, designer, or you just have an idea... Philly Tech Entrepreneurs is a group meant to bring together the tech startup community of Philadelphia. Our mission is to strengthen and expand the Philadelphia Entrepreneurial scene by hosting monthly meetups and workshops featuring experts in tech-related fields such as business growth, digital marketing, SEO, design, development, and more!
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Key Wealth Matters

Key Wealth Institute

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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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House Calls

Cain Brothers, a division of KeyBanc Capital Markets

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Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation a ...
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Your Brain at Work

Neuroleadership Institute

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In organizations around the world, leaders are facing a deluge of urgent issues: a crisis in employee engagement, the need to make workforces more diverse, and the challenge of making workplaces feel human in an era of increasing dependence on technology and remote communication. At the NeuroLeadership Institute, we believe brain science can help provide solutions. Join us on Your Brain At Work, the official podcast of the NeuroLeadership Institute — where top researchers and thought leaders ...
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This podcast covers from START to FINISH How to Acquire a Dental Practice. Michael Dinsio, founder of Next Level Consultants has literally seen hundreds of deals as a banker in the industry & he has personally consulted hundreds of dentists as a Buyers Representative. Michael talks with GUEST SPEAKERS about Due Diligence, Legal, Demographics, and more... He invites experts to the show to help you avoid those headaches and heartbreaks. So start at the TOP w/ Episode 01 and work your way throu ...
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The Digital Edge

Legal Talk Network

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The Digital Edge: Lawyers and Technology is a podcast hosted by Sharon Nelson, president of Sensei Enterprises, and Jim Calloway, Director of the Oklahoma Bar Association's Management Assistance Program. Each month, Nelson and Calloway invite noted legal technologists, authors, and lecturers to address a different topic related to lawyers and technology.
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No estate plan - don't worry. The government has a plan for minor children and adult family members with special needs who are not able to manage their own affairs. In addition to the potential for an unfortunate trip into the court system, minor children and special needs beneficiaries may become vulnerable to creditors and those seeking to get th…
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Between lawsuits, recalculated payments, and health plans leaving markets, Medicare Advantage has been in the news a lot recently. The Cain Brothers Managed Care team digs in on what’s happening, why, and how MA will likely evolve over next year and beyond. Cain Brothers is a division of KeyBanc Capital Markets.…
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In this episode of Fingerprints on Success, Bill Barrett interviews Steven DeAngelo, founder and principal of St. Agrestis and Greenhook Ginsmiths. Steven shares his remarkable journey, from creating artisan gin in Brooklyn to launching the widely acclaimed non-alcoholic Phony Negroni. With his extensive experience in the beverage industry, Steven …
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Join Bobby Moyer and Sandy Wiggins as they discuss the bull market's 2nd birthday and how the markets are responding to the upcoming presidential election. Important Disclosure Information: Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and…
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Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the critical intersection of housing policy and market dynamics as the election approaches. They explore how political platforms from both major candidates could influence housing supply and affordability, the current state of the housing market, including rece…
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Despite the 2020 pandemic, Wall Street continues to hit historic highs. Some say that the investment markets are at the top and the bubble is about to burst. Others say that the markets still have another year of growth before the bear market kicks into decline. Who's right? Thanks to the death of private pensions, the devaluation of Social Securit…
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This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kri…
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This week, we talk with a team of innovation leaders from the law firm Faegre Drinker. The guests included Shawn Swearingen, Chief Innovation Officer; David Gross, Design Lab co-founder; and Ruben Gonzalez, Design Lab Director. The discussion centered around the relaunch of Faegre Drinker's Legal Design Lab in Scottsdale, Arizona, exploring its ori…
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Welcome to another insightful episode of "Accelerate Your Business Growth." I'm your host, Diane Helbig, and today we have a thought-provoking conversation with leadership engagement expert Chad Brown. Chad, who has a rich background in developing leaders for brands like Lululemon and Ironclad Document Services, delves deeply into the complexities …
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In response to the climate challenge, carbon and the reduction of carbon emissions has long been an area of focus for improvement. For the construction and housebuilding sector, this is a material ESG issue and one that is equally important for new developments and the upgrading of existing buildings to meet modern net-zero standards. In this new p…
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Scaling Smarter: How GiftsOnline4U is Transforming the Gift Business with Asgar Dungarwalla Asgar Dungarwalla is the Founder of GiftsOnline4U, the award winning personalised gift retailer. They sell over 2,500 products via their WooCommerce website, marketplaces, and wholesale to both the B2C and B2B markets. Founded in 2012 they now do £750,000 pe…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Send us a text In this episode of the Serve First, Sell Later Marketing Podcast, host Sylvia Garibaldi dives into the myth of multitasking and its damaging effects on productivity, especially for legal, mediation, and divorce professionals. Sylvia shares research revealing that multitasking can reduce productivity by 40% and increase errors by 50%.…
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We have all heard the saying "home is where the heart is" but that's not really true. Home is where the equity is. All of your hard earned equity is essentially cash inside the walls of your house and , depending on the state you live in, that cash equity may be vulnerable to creditor attack. DISCLAIMER: Kraig Strom is not an attorney or a certifie…
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In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the initial unemployment claims, rate cuts, the upcoming November FOMC meeting, the earnings market, and the bond market. Speakers: Brian Pietrangelo, Mana…
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Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
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In this Financially Legal episode, host Emery Wager sits down with John Grant, founder of Agile Attorney Consulting, and Elise Buie, founder and managing attorney of Elise Buie Family Law, to discuss how law firms can successfully design and implement flat fee legal services. Both John and Elise bring a wealth of experience and unique perspectives …
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Send us a text This Episode features Dr. Jeremy Cassius, Founder and CEO of Mental Pain and Trauma Centers based in Texas and treating patients in many states, including NH, MA, CT, RI, Maryland, Vermont, NJ, Delaware, DC, GA, AL, and a few others. At Mental Pain and Trauma Centers, you can receive the help and care you need from the expert clinici…
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Last month, the FDIC proposed rules related to FDIC pass-through insurance coverage. These rules could have a significant impact on bank-fintech partnerships, including some partnerships for programs that do not promise FDIC coverage to end customers. This webinar will analyze the proposed rules, and identify ways we think it could impact these par…
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Last month, the FDIC proposed rules related to FDIC pass-through insurance coverage. These rules could have a significant impact on bank-fintech partnerships, including some partnerships for programs that do not promise FDIC coverage to end customers. This webinar will analyze the proposed rules, and identify ways we think it could impact these par…
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Maximum Retirement income does not happen with a product. Investments, annuities, real estate, life insurance, or crypto by themselves will not get you to your maximum retirement income number. It requires a thorough understanding of the economics related to retirement income vs accumulation. Optimizing retirement income doesn't happen with a produ…
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This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automa…
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In this episode, Sandeep Banga, the founder of Scribble, discusses how his AI-powered clinician assistant is designed to reduce the workload for home health nurses by automating documentation processes. He also shares insights on the challenges of balancing innovation with data security and compliance in the healthcare industry, while highlighting …
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Welcome to another insightful episode of Accelerate Your Business Growth! I'm your host, Diane Helbig, and today we have the honor of speaking with the remarkable Patrick Thean. Patrick is an international speaker, USA Today and Wall Street Journal bestselling author, CEO of Rhythm Systems, and a seasoned coach and serial entrepreneur. In this epis…
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Acting as a kind of “business development therapist,” Steve Fretzin coaches and trains lawyers the most modern-day business development skills, providing precise tips, fresh ideas and actionable tasks that drive tangible results. The host of the BE THAT LAWYER podcast, Steve has been featured in the Chicago Tribune, Crain’s and Entrepreneur.com and…
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AIB’s Senior Economist John Fahey, and AIB Treasury’s Stuart Banks discuss market expectations on interest rates for the ECB meeting today and the latest movements in markets. Visit our website and subscribe to receive AIB's Economic Analysis direct to your inbox. You can also find us on Twitter @TreasuryAIB . Our full legal disclaimer can be viewe…
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The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time. Traditionally investors and companies have asked the question: “How should an investor balance a focus on reducing their climate impact with a desire for financial returns?” However, it is our firm belief…
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Firm-sponsored events strengthen community ties and create opportunities for attorneys to network with potential clients. But the traditional “lunch and learn” format simply doesn’t spark joy with everyone. In this episode, Gail Lamarche, Director of Marketing and Business Development at Henderson Franklin, teaches us valuable lessons about creatin…
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We're back with Concenture CIO Mike Alexander! This week we're covering how you can learn to recognize market trends & properly react to market volatility. 🌐Contact Us: http://www.concenturewealth.com 💼LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Instagram: https://www.instagram.com/concenturewealth/ 👍Facebook: https://www.facebook…
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Join Anthony Karls and Matthew Hacker on 'Revenue Roadmap' as they dive into leadership development. Discover the 'Giant' program's impact on team building, revenue growth, and more. Explore the five leadership voices and the 70/30 principle for effective personal and professional growth. 00:00 Introduction and Welcome 00:18 Matt's Background and L…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: https://www.linkedin.com/in/karen…
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The generative artificial intelligence tool is not just designed to transcribe depositions. It looks for inconsistencies. It suggests questions to ask. It analyzes the transcript in real time to see whether there are issues that have to be cleared up or areas of weakness to address. In other words, it's like having another attorney in the room—only…
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In this episode of "It's Marketing's Fault," host Eric Rutherford welcomes Eitan Koter, co-founder and co-CEO of Vimmi, to explore the transformative world of shoppable videos and social commerce. Eitan shares insights into how platforms like TikTok are revolutionizing e-commerce with features that allow users to make purchases directly from videos…
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Episode Summary: In this engaging episode of Fintech Fun, host Chris Titley sits down with Andrew Butt, co-founder and CEO of Enable, a leading B2B SaaS platform in the supply chain sector. Andrew shares his journey from the initial conceptualisation of Enable to becoming a globally recognised software solution, highlighting the company's unique ap…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
  continue reading
 
Welcome to this week’s episode of Optimal Insights. In this episode, our experts explore the intersection of economic indicators and mortgage market dynamics with guests Alex Hebner and Kevin Foley. The team discusses market updates, recent inflation metrics, and the topic of specified pools and loan products in this week’s episode. Key Takeaways: …
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
  continue reading
 
On 13 September 2024, FirstRand released its full-year results for 2024. Highlights from the results were as follows: Headline earnings grew by 4% to R38 billion, with revenue (+9%) rising less than operating costs (+11%). Net interest income increased by 9%. Average interest earnings assets grew by 9% with increases in RMB CIB advances by 10%. Net…
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In this episode of The Geek in Review, hosts Marlene Gebauer and Greg Lambert are joined by Carolyn Austin, Director of Practice Innovation at K&L Gates; Brendan McDonnell, Partner at K&L Gates; and Abdi Shayesteh, CEO of AltaClaro. The conversation delves into innovative legal education strategies and the integration of generative AI in legal prac…
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Welcome to another episode of Accelerate Your Business Growth. In today’s insightful discussion, host Diane Helbig sits down with Larry Mietus, the founder of Speaking of Strategy. Larry is an accomplished independent business advisor, speaker, author, and educator known for his practical, hands-on experience in leadership development, organization…
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Judith Harvey is the eCommerce lead at Naturisimo, the home of ethical beauty. Founded in 2008 they now sell via their Shopify store with 7-figure sales. Hit PLAY to hear: Naturisimo’s personalization journey The challenge of maintaining Naturisimo’s identity while promoting the brands they carry How to effectively use brand stories Retaining custo…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
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The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during ti…
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Meet Yasha Kahn from MCR Labs, the man with the data. In this episode, we discuss how a friend's donation of an HPLC machine, combined with $200 spent on eBay to test weed before legalization, eventually led to the founding of the first licensed cannabis testing lab on the East Coast. Yasha, his brother Mike, and their friend Scott turned that earl…
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As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning approach to ensure that each client obtains the best possible outcomes. With 120 years of combined legal and financial services experience between our t…
  continue reading
 
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