Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Council. They also go over the new Alteri Wealth by a former Merrill Lynch team, Kestra's addition of Attai...

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial

He was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as he can recall, He has always strategized when it comes to Finances. He loves helping families get out of Debt with my program and helping them plan a robust retirement plan. Shawn has run tons of debt-elimination illustrations and designed a lot of retirement income plans.Learn More:

Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head.But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been

Discussing a YouTube video on ways to earn the respect of your people by speaking like a leader. Link to YouTube video: https://www.youtube.com/watch?v=i429ScYzwdIPatreon Account: https://www.patreon.com/user?u=22174142

>Join Jocko Underground<Find time to get in an uninterrupted workout.Balancing fatherhood and a career in Special Forces.Battling subconscious excuses.How to put loved ones minds at ease.How to apply discipline to ensure success in learning and examinations.Support this podcast at — https://redcircle.com/jocko-podcast/exclusive-content

On this episode of 3 More Questions, you'll hear David Novak's answers to:What advice would you give to someone in a large firm looking to differentiate themselves while also being a team player? What would you have done in Steve's situation where he went from an incredibly strong company to one on the brink of bankruptcy? What do you believe has made Steve successful in these different industries, and what can other leaders learn from it? ——— GO DEEPER Scale up your leadership skills in 2

The need to present a professional persona to the world is now pretty much assumed. In fact, in some circles it is expected. Social media platforms have paved approaches and practices that allow us to reach thousands, if not millions, of eye balls. The process and outcomes of shaping our image and narrative for the consumption of others is often referred to as 'branding'. But questions remain: do these efforts work (to what end is yet another question), and is it worth our time?In this

Lodge & Co. - www.lodge-co.com Help support my podcast work by becoming a supporter. Click on "For Supporters." Thanks!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-business-advisor-michael-lodge--6080534/support.

In this episode, uncover the latest significant job changes and strategic mergers in the financial sector. Learn about high-profile transitions at New Mexico State Investment Council, CDPQ, and Strategic Blueprint, alongside the dynamic RIA acquisitions by Corient Private Wealth and Beacon Pointe Advisors. Dive deeper into institutional investment trends with a close look at new commitments and consultant searches at major pension plans and investment funds.

Nachrichten zur digitalen Transformation für die Woche vom 9. Juni 2024, einschließlich Geschichten über künstliche Intelligenz, Cybersicherheit und Datenmanagement. In dieser Woche heizt Intel das Marketing für den AI-Chip mit Gaudi 3 an, Microsoft rollt einen Cybersicherheitsfehler zurück und es entstehen neue Modelle für das Datenmanagement. Blog: https://embracingdigital.org/brief-EDW71-de Video:

I was a missionary for 10 years after which I got married and felt led to start serving people in their finances. I have always had a knack for money talk and helping people. As far back as I can recall, I have always strategized when it comes to Finances. I love helping families get out of Debt with my program and helping them to plan a robust retirement plan. I have run tons of debt-elimination illustrations and designed a lot of retirement income plans.Learn More:

>Join Jocko Underground<Support this podcast at — https://redcircle.com/jocko-podcast/exclusive-content

Since employee engagement is such an integral part of the success (or failure) of not just a business, but of the individual leaders within that business, The Hacking Your Leadership Podcast will be discussing all aspects of employee engagement on our Thursday shows this year.Welcome to the Engagement Exchange.Link to article by Tracy Brower, PhD: https://www.forbes.com/sites/tracybrower/2024/04/21/how-to-increase-employee-engagement/?sh=45624a8086f4Patreon Account:

In this episode of The Wize Guys Podcast, Brenton Ward, Jamie Johns, and Ed Chan dive deep into the transformative journey of turning an accounting practice into a self-sustaining business.Jamie shares his personal experience of working with Ed and the mindset shift that revolutionized his approach to business. They discuss the common misconception that an accounting firm must be built to sell, and how Ed's philosophy challenges this by emphasizing the potential for greater returns through st...

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our

Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain(00:40) - Intro (02:49) - Mainnet is Coming! (03:49) - The Future of Prediction Markets Hosted by Ryan Selkis (https://x.com/twobitidiot)Written and Produced by

Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent pivotal job changes, M&A activity, and institutional investment updates in the financial industry. This episode highlights key career transitions, such as Stephen Wolff's move to the Cook County Pension Fund. In M&A news, learn about Focus Financial Partners Inc.'s integration of five business lines within The Colony Group and RBC Wealth Management's addition of The Taggart Group with $855 million in c...