Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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Welcome to the Association Adviser Podcast, brought to you by Naylor Association Solutions! Hosted by Naylor CEO & President Christine Shaw, the podcast explores strategies and solutions that keep association professionals informed and inspired. Christine is joined in conversation by leading association executives and industry professionals who share their stories and lessons learned. By sharing practical tools and expert advice, the Association Adviser Podcast will give your association the ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Hi I'm JJWalsh, a Hiroshima, Japan based sustainable travel consultant, content creator, educator, writer & bespoke small group tour guide. Every Tuesday, I will be exploring great travel destinations in Japan I've had the pleasure of visiting or talking to insiders living and working in the area. It's a deeper, more interesting way to plan your next sustainable-travel adventure in Japan. This podcast is an extension of the Seeking Sustainability Live Talkshow-Podcast launched in 2020– inter ...
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In this podcast we share the knowledge from the minds of finance and business to help you become more informed. Our host Nigel Baker, a 20 year veteran as a Chartered Accountant and Certified Financial Planner, interviews leaders from business, sport and tech industries. All content in this podcast by me and any guests is general in nature, we don’t know your personal situation, so we cannot give you personal advice, so if you require personal advice seek out an independent adviser or messag ...
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The Nonprofit Podcast brings you tools, tips, and tactics today to take your nonprofit to the next level tomorrow. Hosted by Donorbox Fundraising Coach Cara Augspurger, Ed.M, CFRE, and co-host Jena Lynch, this is a bite-sized show packed with immediately implementable ideas and interventions that will up your fundraising game. We may all have the heart to serve, but who doesn’t need to know that they are not alone in the struggle to make their mission meaningful? Interviews with innovation-d ...
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Former Downing Street adviser, Jimmy McLoughlin interviews top entrepreneurs and thought leaders on where they think the future of our economy is going through the prism of jobs.
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Terser Adamu, who is an Africa Business Strategist, International Trade Adviser, and Director at ETK Group, hosts the award-nominated Unlocking Africa Podcast. During each episode he shares his thoughts on how to unlock Africa’s economic potential in the 21st century. This is delivered through engaging and thought-provoking discussions with innovators, entrepreneurs, investors, policymakers, and business leaders who are unlocking Africa’s economic potential. Whether you're a business leader, ...
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Understanding China has become more difficult than ever. It has also become more important than ever. Whether the United States and China are rivals, partners, or a mix of both, effective policy will only be as good as the information on which it is based. Host Scott Kennedy, the Senior Adviser and Trustee Chair in Chinese Business and Economics at CSIS, has been one of the few American scholars to travel between Washington and Beijing in recent years. His travels are driven by a firm belief ...
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Exploring regenerative finance, technology, and our living planet. Hosted by Matthew Monahan and published by Ma Earth: https://maearth.com
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Unleash your best in life and work with executive coach, leadership expert, change consultant and keynote speaker Eric Boles and host Dale Dixon.
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Brand & New is a podcast produced by the International Trademark Association (INTA) and focused on innovation. Published monthly, each episode consists of an open dialogue with experts, visionaries, and influential people from all over the world in order to learn more about the evolution of the legal and intellectual property ecosystem, its concepts, and all actual or potential consequences. Because we consider innovation as a pillar of INTA’s Strategic Plan, and because it is key to “walk t ...
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Miguel Aristizabal is an in open innovation expert with a passion for crowd collaboration and co-creation ecosystems that trigger human behavioral shifts to help solve urban challenges, reshape local governments, and transform organizations. Over the past decade, Miguel has held various specialist roles where he has led the transition of traditional public and private sector institutions towards dynamic collaboration environments through collective intelligence sharing. Some of Miguel’s most ...
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This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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Stairway to CEO is a podcast, hosted by entrepreneur Lee Greene, featuring untold stories from inspiring Founders & CEOs about what it takes to start and grow a business.
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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 ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Welcome to the Future of Threat Intelligence podcast, where we explore the transformative shift from reactive detection to proactive threat management. Join us as we engage with top cybersecurity leaders and practitioners, uncovering strategies that empower organizations to anticipate and neutralize threats before they strike. Each episode is packed with actionable insights, helping you stay ahead of the curve and prepare for the trends and technologies shaping the future.
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Money. Mimosas. Mythbusting. That Mint Podcast is the brainchild of Cathi Harrison (Director of The Verve Group) and Jo Campbell (Director at Para-Sols). It is also an AWARD-WINNING podcast for the 'Best Podcast - New' at the Investment Marketing and Innovation Awards 2021. Fed up of answering the same questions to people who don’t know financial services (What is a paraplanner? Do I actually need a pension? What the hell does an adviser even do?) the pair decided to create something that co ...
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The Remotely One podcast focuses on remote work, location- independence, and maintaining relationships. Hosted by Rick Haney and Kaleem Clarkson, Remotely We Are One takes a lighthearted look at today’s work climate and offers an entertaining twist: Each guest is encouraged to share their most comical or inspiring remote work experience. What ensues is spontaneous, and often hilarious, conversation surrounding life and the pursuit of workplace flexibility. Every day millions of us are skippi ...
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Artificially Intelligent with Sam Maule and Maia Bittner
Sam Maule, Maia Bittner, Rachel Morrissey
When it comes to fintech, Sam Maule. and Maia Bittner have definitely honed a few talents over the years. They've got over a decade each in banking and payments industry, so they've earned their stripes. Now, some in the industry like to dub them fintech thought leaders- but they prefer to see themselves as perpetual fintech interns. And that's precisely why they decided to launch the Artificially Intelligent podcast - to create a platform where they can learn and look about edge cases in fi ...
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Welcome to Venture In The South, a podcast devoted to the Startup Ecosystem in the Southern US. Co-hosts Paul Clark and David Grisell share their experiences with over 100 startup investments, interview founders about their entrepreneurial efforts, and debate with thought leaders about significant events in the early stage ecosystem. Shows are released every Monday and are about 30 minutes long. We plan about 50% of shows to be Founder interviews, 25% interviews with thought leaders, and abo ...
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People with compelling ideas who have led interesting lives are interviewed in this podcast by social policy economist Bob Lerman and financial economist Zvi Bodie.
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Lets Talk Family Enterprise explores global ideas, concepts and models related to family enterprise advising. Brought to you by Family Enterprise Canada, specifically created for FEA designates and members of Family Enterprise Canada.
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Get to know the people behind energy efficiency, demand responses and distributed energy resources. Ours is a complex ecosystem of people designing, implementing, managing, marketing, researching and evaluating programs and new technologies. The ultimate goal -- saving energy! We get to the heart of the action, talking to the people who are making things happen at utility companies, the implementers, manufacturers, trade allies and industry influencers.
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Ben Caspit, an Israel correspondent for Al-Monitor, brings you weekly interviews with newsmakers and officials to discuss the latest news in Israel. Ben is no stranger to broadcast, hosting a daily radio show from Tel Aviv and frequently appearing on television and radio programs. Caspit is one of Israel’s most in-demand journalists and his columns – deeply sourced and vividly written -- are must reads for his take on the latest political developments. His most recent book is The Netanyahu Y ...
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Innovations in Donor Advised Funds - Alex Gyr (Daffy)
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Alex Gyr is the Chief Operating Officer of Daffy. https://daffy.orgMa Earth tarafından oluşturuldu
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How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
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Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world. Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for finan…
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#9: How to Ignite Creativity and Innovation in Association Sales with Dianne Vance of AOTA
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What do positivity and creativity have in common? When combined, they can motivate a team to achieve above-and-beyond results. In today's episode, special guest, Dianne Vance, CAE, Director of Business Development and Sales at the American Occupational Therapy Association (AOTA), inspires us by sharing her unique journey into the world of associati…
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Restoring the LA Basin - Dawn Danby and David McConville (Spherical)
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David McConville and Dawn Danby are the co-founders of Spherical. https://spherical.studio/Ma Earth tarafından oluşturuldu
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E135: RevOps Is Where It's At For Growing Startups
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Send us a text E135: To start the show, David reviews new legislation before the US Senate that would expand the capital market for startups, HB 2799, The Expanding Access to Capital Act. Then he launches into Revenue Operations (RevOps), the core business function of any successful business and critically important for startups. As a new startup t…
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Leveraging Cloud Technologies to Accelerate AI Innovation and Economic Development in Africa with Andrew Mori
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Episode 139 with Andrew Mori, the CEO and co-founder of Deimos, Africa’s leading cloud technology and professional services company based in South Africa. Deimos was born from the desire to place Software Engineering best practices and first principles at the heart of decision making and strategic direction at technology startups and enterprises, t…
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ExtraHop’s Rafal Los on Avoiding Strategic Advisement Mistakes
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In our latest episode of the Future of Threat Intelligence podcast, David chats with Rafal Los, Head of Services Strategy & GTM at ExtraHop and the creative force behind the Down the Security Rabbithole podcast. Rafal discusses his journey from curiosity-driven exploration to a professional career in cybersecurity and the lessons he’s learned along…
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Why Financial Advisors Need a Cybersecurity Swat Team to Respond to The Inevitable
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Michael Cocanower, CEO of AdviserCyber, joins Mike Langford to discuss the importance of cybersecurity for financial advisory businesses. He highlights the increasing threats and the lack of internal resources for most RIAs to protect against cyber attacks. Sponsored By: PodBox - Help your guest sound their best on your podcast, webinar, or importa…
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Ep 7. Ian Whitworth - SCENE CHANGE
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Ian is a reformed branding and advertising creative director turned entrepreneur, co-founder of national corporate audiovisual company Scene Change. He studied as a vet, got expelled, and became a corporate AV technician. He was exposed to radioactive megadoses of corporate motivator shtick, and realized they’re generally 99% Showbiz and 1% busines…
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Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s
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Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…
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EP130| Master Monthly Giving: 5 Steps to Recurring Donation Success
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Send us a text Join Jena and Dana Snyder, founder of Positive Equation, as they explore Dana's five-step framework for enhancing nonprofit monthly giving programs. Learn actionable tips from her new book, "The Monthly Giving Mastermind," and discover how to build a thriving, community-driven giving program. Get actionable tips and tactics to: Treat…
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How Remote How Was Born: Iwo Szapar on AI Integration, and Global Nomadism - ep. 096
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Send us a text Join hosts Rick Haney and Kaleem Clarkson for a lively and insightful chat with Iwo Szapar, the CEO and co-founder of Remote How. Together, they dive into a conversation brimming with humor, camaraderie, and deep insights into the ever-evolving future of work. Iwo, a trailblazer in remote work advocacy and an expert in AI integration…
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Navigating KYC, KYB, and AML: Lessons from Mercury's Journey in Fintech Compliance
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Send us a text Can financial compliance be the key to a safer global economy, or is it a labyrinthine obstacle for startups? In this episode, we unravel the intricate world of KYC (Know Your Customer), KYB (Know Your Business), and AML (Anti-Money Laundering), using the recent developments with the digital banking startup Mercury as a springboard. …
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E134: COWORKS is solving today's flex and coworking space management problem
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Send us a text E134: Record vacancies in commercial real estate has become an opportunity for flexible space, but managing a flexible space is a challenge. DeShawn Brown, Co-Founder and CEO of COWORKS, explains how COWORKS software is designed to make life easier for the day-to-day management of flexible space. From traditional hot desk spaces to u…
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From Local Grain to Global Brand: Launching and Scaling a Successful Ethiopian Superfood Business with Yonas Ademassu Alemu
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Episode 138 with Yonas Ademassu Alemu, an investment banker turned entrepreneur who founded Lovegrass Ethiopia. As the Managing Director of this innovative health food company, Yonas has been instrumental in bringing the rich heritage of Ethiopian grains to the global stage. Lovegrass Ethiopia specialises in creating a diverse range of products, in…
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Online Business Systems’ Jeff Man on Demystifying Cybersecurity Solutions (Black Hat Edition)
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In our latest special episode of the Future of Threat Intelligence podcast, David chats with cybersecurity expert Jeff Man at the Black Hat conference. Jeff is the Sr. Information Security Consultant at Online Business Systems, and he shares his extensive insights on the evolving landscape of cybersecurity and the importance of fundamental security…
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Designing from an Abundance Perspective - Stuart Cowan (BFI)
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Stuart Cowan is the Executive Director of the Buckminster Fuller Institute. https://www.bfi.org/Ma Earth tarafından oluşturuldu
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Cybersecurity Threat Detection Engineer & Expert Wade Wells on Innovative Deception Strategies for Blue Teams (Black Hat Edition)
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In our latest special episode of the Future of Threat Intelligence podcast, Wade Wells, Cybersecurity Threat Detection Engineer & Expert at a Fortune 50 company, shares his insights from the Black Hat conference. He highlights the promising advancements in blue team technologies, particularly in AI applications and deception strategies. Wade also d…
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The Futurum Group’s Krista Case on the Importance of Resilience in Cybersecurity (Black Hat Edition)
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In our latest episode of the Future of Threat Intelligence podcast, Krista Case, Research Director of Cybersecurity at The Futurum Group. Krista shares insights from recent research revealing that 50% of organizations plan to adopt new cybersecurity vendors in 2024, highlighting the evolving threat landscape and the expanding attack surface that or…
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Ep 129| Maximize Monthly Giving: The 3-R Incentive Formula (Part 2)
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Send us a text Building on last week's episode, today we unpack how nonprofits can transform one-time donors into loyal supporters using the "3-R Formula" — Reciprocity, Rewards, and Recognition. Jena and Cara share practical strategies to enhance monthly giving and strengthen donor relationships by leveraging the power of incentives. Learn how to:…
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Beyond the Sunset: What Happens in 2026?
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The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. According to the Tax Foundation, more than 60% of tax filers could face increased taxes—particularly high-net-worth clients. In the estate planning world, that means the current $13.61 million exclusion for individuals (or $27.22 million for couples) will expire and revert to almost …
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ZScaler’s Brett Stone-Gross on the Tactics of the Dark Angels Ransomware Group (Black Hat Edition)
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In our latest special episode of the Future of Threat Intelligence podcast, Brett Stone-Gross, Senior Director of Threat Intelligence at Zscaler, joins us at the Black Hat conference. He shares their uncovering of the largest ransomware payment in history — $75 million — made by a Fortune 50 company to the Dark Angels group. Brett explains the grou…
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Black Kite’s Jeffrey Wheatman on How Cybersecurity Is Not A Technical Problem But A Business Problem (Black Hat Edition)
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In our latest special episode of the Future of Threat Intelligence podcast, recorded at the Black Hat conference, we caught up with Jeffrey Wheatman, SVP, Cyber Risk Strategist at Black Kite. Jeffrey highlights the importance of aligning cybersecurity strategies with business objectives and understanding risk appetite. He emphasizes the need for sc…
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EMA’s Christopher Steffen on the Importance of Open Source Solutions in Threat Intelligence (Black Hat Edition)
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In our latest special episode of the Future of Threat Intelligence podcast, David catches Christopher Steffen, VP of Research, Information Security at Enterprise Management Associates, at the Black Hat conference. They discuss the current landscape of cybersecurity, emphasizing the need for CISOs to focus on foundational technologies rather than ge…
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The Land Justice Movement - Neha Sharma (CELT)
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Neha Sharma is the co-founder of the Center for Ethical Land Transition (CELT). https://centerelt.org/Ma Earth tarafından oluşturuldu
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#11: Unlocking the Power of Content for Associations with Hilary Marsh of Content Company
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So much of an association’s value proposition is delivered through content. Whether you’re struggling to streamline your content efforts or looking to maximize engagement and revenue, this episode will equip you with practical strategies to elevate your association's impact. We're diving deep into the vital role content plays in driving membership …
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Sustainability in Hawaii, Europe & Japan Seen on Summer Break
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Great to catch up after the summer break with fellow sustainability-focused consultant Tove Kinooka on our monthly series Sustainable Japan short-takes. It was a lively discussion of connections across topics that help us find better ways to balance the needs of people and planet with profits. Read about this podcast on MEDIUM | See the video of th…
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E133: Lonestar Data Holdings Shoots for the Moon, Literally
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Send us a text E133: Lonestar Data Holdings (LDH) is DropBox on the Moon, for the ultimate in extraterrestrial data security. By initially placing data storage on Cis Lunar satellites LDH has achieved the ultimate in data security, backup and sovereignty in a way not previously possible. The follow-on is lunar based data storage physically on the M…
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Ep 6. Brigitta Hembrow-Gersey - ARCH CAPITAL
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Brigitta is a Certified Financial Planner & Accredited SMSF Association Specialist Adviser. She speaks four languages and in 2022 was the winner of the Gwen Fletcher Memorial Award, “recognising the highest achiever in the Certified Financial Planner (CFP®) Certification Unit, with demonstrable dedication to providing high-quality financial advice”…
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A Party With a Purpose: Rethinking Economics and Impact for Music Festivals in Africa with Walter Wanyanya
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Episode 137 is with Walter Wanyanya, a Zimbabwean creative and tech entrepreneur. He's the founder of Apple gadget retail company TechTools Technology as well as the founder of Ngoma Nehosho, a music promotion and marketing company. In the music industry, he is commonly known for his work as the manager of the late popular musician, Oliver Mtukudzi…
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Juniper Networks’ Drew Simonis on Empathy and Leadership in Cybersecurity
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In our latest episode of the Future of Threat Intelligence podcast, we speak with Drew Simonis, Chief Information Security Officer at Juniper Networks. Drew shares his insights into the evolving landscape of cybersecurity, emphasizing the crucial role of empathy and humility in effective leadership. He also explores the transformative potential of …
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Ep 128| 5 Effective Nudges for Monthly Giving
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Send us a text Understanding donor behavior can be a game changer for your fundraising strategy. In this episode, Jena and Cara break down 5 simple, effective "nudges" you can implement today to boost your monthly giving program. Forget the heavy psychology talk—this is all about practical steps you can take to encourage those sustaining recurring …
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How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
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Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online priva…
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From Clorox to Virtual Work Insider: Sacha Connor’s Path to Advising Companies on Effective Remote Strategies - ep. 095
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Send us a text In this lively episode of the Remotely One podcast, hosts Rick Haney and Kaleem Clarkson chat with Sacha Connor, founder of Virtual Work Insider and a seasoned expert in remote work. Get ready for some valuable insights as Sacha takes us through her professional journey, marked by her pioneering role in remote work long before it bec…
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Charting Success in the Financial Advisory World With Chris Roper
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Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for trav…
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#10: How AI Can Revolutionize Your Email Marketing with Erica Salm-Rench of rasa.io
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What if you could personalize every email uniquely to the individual recipient on your list? It turns out you can with the help of AI. In today’s episode, Erica Salm-Rench, COO of rasa.io, shares with us how AI is revolutionizing newsletter conversion rates and engagement by adding value through personalization. Erica brings her wealth of experienc…
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Maritime Events & Advising on SHOGUN as a Japanese Boat Builder - Douglas Brooks
1:00:46
1:00:46
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1:00:46
Wonderful interview with the inspiring carpenter-educator-writer Douglas Brooks about more of his projects in Japan, and around the world, to preserve and celebrate the traditional wooden boats of Japan. Watch the interview here on YouTube to add visuals to the images we are talking about. As always, big thanks to Casey Bean for the opening and clo…
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E132: Donor Advised Funds for Startup Investments
27:42
27:42
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27:42
Send us a text E132: Donor Advised Funds (DAFs) are not new, but using them for Venture Philanthropy is an innovative way to pursue impact investing. Abundance Capital extends the ability of new and seasoned philanthropists to unlock community potential, generate inclusive prosperity, and create sustainable local economies across the South. Recomme…
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Locally Led Development: The Importance of Local Leadership in International Development With Gretchen Villegas
54:54
54:54
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54:54
Episode 136 is with Gretchen Villegas, a global development executive with a passion for transformation—disrupting poverty and empowering vulnerable populations. Gretchen began her career as a Peace Corps volunteer, where she experienced firsthand the challenges of living in poverty without access to basic resources or education. This experience in…
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Ep 5. Dave Segal - FRONT ROW GROUP
34:09
34:09
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34:09
Dave Segal and ex Wallaby captain Phil Kearns founded Front Row Group over 20 years ago and have shaped the company into a boutique marketing consultancy firm, offering its clients a range of unique entertaining, hospitality and marketing services.
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Impact Consulting in the Next Economy - Erin Axelrod (LIFT Economy)
47:37
47:37
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47:37
Erin Axelrod is a partner and worker owner at LIFT Economy. https://www.lifteconomy.com/Ma Earth tarafından oluşturuldu
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Ep 127| Engage Your Board: Avoid Year-End Fundraising Burnout
22:03
22:03
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22:03
Send us a text 🚨 Avoid Year-End Fundraising Burnout! 🚨 Madeline McCoy, Founder and CEO of The Nonprofit Solution, shares the essential strategies that can transform your nonprofit's success by aligning board engagement with team roles. In this episode, Madeline and Britt break down actionable tips to help your organization stay productive and motiv…
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