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  • Episode 185: The Innovation Junkie’s Blueprint: The Power of Planned Change

    Episode 185: The Innovation Junkie’s Blueprint: The Power of Planned Change
    2024/12/18
    Dr. Jeff D. Standridge helps organizations and their leaders generate sustained results in the areas of innovation, strategy, profit growth, organizational effectiveness and leadership. Formerly a Vice President for Acxiom Corporation, he has led established and startup businesses in North & South America, Europe, Asia and the Middle East. Jeff serves as Managing Director for the Conductor, Co-founder of Cadron Capital Partners, and teaches Entrepreneurial Finance & Innovation Leadership in the College of Business at the University of Central Arkansas. Dr. Standridge has been an invited speaker, trainer, and consultant for numerous companies, institutions, and organizations across five continents. He is also a two-time best-selling author of “The Innovator’s Field Guide: Accelerators for Entrepreneurs, Innovators & Change Agents” and “The Top Performer’s Field Guide: Catalysts for Leaders, Innovators & All Who Aspire to Be.” Listen to this insightful RIA episode with Dr. Jeff Standridge about the power of planned change. Here is what to expect on this week’s show: - How using tailored systems can help companies achieve sustained strategic growth. - Why organization discipline is a key challenge for many companies. - How decision frameworks help business owners avoid distractions and focus on growth. - Why Innovation Junkie isn’t just a consulting firm. - How the firm specializes in knowledge-based, scalable businesses in tech, biotech, healthcare, and advanced manufacturing. Connect with Jeff: Links Mentioned: https://innovationjunkie.com/ https://jeffstandridge.com/ Instagram: @innovationpartners @jeff_standridge Facebook: facebook.com/innovationjunkie facebook.com/JSInnovationPartners LinkedIn: linkedin.com/company/innovation-junkie linkedin.com/in/jeffstandridge Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 分
  • Episode 184: Building a Tax Firm from the Ground Up

    Episode 184: Building a Tax Firm from the Ground Up
    2024/12/11
    Joesph Romano assists over 600 small to mid-size businesses and individual clients. For over 20 years, he has been an Advanced Certified QuickBooks ProAdvisor as well as Certified QuickBooks Point-of-Sale advisor and is extremely knowledgeable with most QuickBooks products. Joe previously served on the board of Entrepreneurs Organization of New York as Education Chair and has also served on the board of advisors of a major credit card processing company. He is an active member of the Knights of Columbus and other various charitable organizations. Listen to this insightful RIA episode with Joseph Romano about building a tax firm from the ground up. Here is what to expect on this week’s show: - How networking, speaking engagements, and client referrals fuel business growth. - Why recruiting in accounting can be challenging. - How Romano Tax’s core expertise is helping people legally avoid taxes. - Why Romano Tax emphasizes fairness in tax deductions. - How people and businesses should work with a tax specialist instead of using AI or TurboTax. Connect with Joseph: Links Mentioned: https://romano-tax.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分
  • Episode 183: Mastering Life Insurance Distribution for Affluent Clients: The Power of National Brokerage Atlantic

    Episode 183: Mastering Life Insurance Distribution for Affluent Clients: The Power of National Brokerage Atlantic
    2024/12/04
    Jimmy Milliron is the President and sole owner of National Brokerage Atlantic (NBA), a leading Brokerage General Agency specializing in life insurance for affluent clients and privately-held companies. Since taking the helm in 2019, Jimmy has driven NBA's growth and strategic vision, offering unmatched expertise and market access for financial professionals. With a robust background in the life insurance industry, Jimmy has collaborated with top-tier life insurance carriers, elite producers, and national banks. He played a key role in creating Life Premium Finance and Advanced Planning divisions at a major bank, closing over $500 million in committed lending and representing over $3 billion in face amounts. Jimmy’s expertise spans life insurance, estate planning, wealth management, and advising privately-held businesses. Under his leadership, NBA provides industry-leading insurers, underwriting, back-office support, and advanced market solutions, serving affluent U.S. and international clients. Listen to this insightful RIA episode with Jimmy Milliron about mastering life insurance distribution for affluent clients. Here is what to expect on this week’s show: - How NBA specializes in life insurance distribution for financial advisors serving affluent national and international clients. - How NBA is known for its emphasis on underwriting and case management, offering white-glove service to advisors and clients. - Why NBA works with financial advisors across various firm sizes, from small RIAs to larger specialized groups. - How NBA offers solutions for businesses looking to retain, reward, and recruit talent through life insurance-funded executive compensation plans. - How life insurance is a relationship-driven industry, especially for large, complex cases. Connect with Jimmy: Links Mentioned: https://nbatlantic.com/ Instagram: @nationalbrokerageatlantic LinkedIn: linkedin.com/company/nationalbrokerageatlantic Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 分
  • Episode 182: Navigating Financial Crime Compliance with AI

    Episode 182: Navigating Financial Crime Compliance with AI
    2024/11/27
    An academic-turned-practitioner, Michelle Frasher, PhD, CAMS brings over 20 years of subject expertise in geopolitics, finance, terrorism, and data privacy with leadership experience in leading multi-disciplinary teams to build AML/CFT and Sanctions compliance products and services for a global clientele. She is currently the Head of Compliance and Regulatory Strategy at the AI regulatory technology firm, Silent Eight, and previously held key leadership positions at LexisNexis Risk Solutions as Director of Global Content for WorldCompliance, and Sr. Director of Financial Crime Compliance Practice at Moody’s Analytics, where she led program implementation, regulatory analysis and engagement, product development, and client consultations on best practices across multiple business lines and sectors. An experienced speaker and author, Dr. Frasher’s work has been featured in Harvard Business Review, American Banker, CoinDesk’s Consensus, and SWIFT’s Sibos, among others. She is an expert with the EU AML/CFT Global Facility on Beneficial Ownership, Privacy and Data Sharing, an external analyst with Oxford Analytica, a Forbes Business Council Member, and a standing member of the Privacy Research Group at the NYU School of Law. Frasher earned a PhD in history focusing on International Political Economy from Texas A&M University, holds multiple MA and BA degrees in political science, history, and foreign languages, and is a Certified Anti-Money Laundering Specialist. In 2014, she was Fulbright-Schuman Scholar to Belgium and Malta (sponsored by the US State Department and European Commission) on US-EU financial data sharing for transatlantic counter-terrorism cooperation. Listen to this insightful RIA episode with Dr. Michelle Frasher about navigating financial crime compliance with AI. Here is what to expect on this week’s show: - How Silent Eight uses human-centered and explainable AI to help global banks detect and manage risks related to money laundering, financing terrorism, and sanctions. - How Silent Eight’s AI solutions provide a comprehensive audit trail, ensuring transparency and regulatory compliance. - Why it’s critical to translate complex regulations into actionable policies and procedures for financial institutions. - How the new AML/CFT regulatory rules for RIAs take effect on January 1st, 2026, with significant implications for the industry. - How the evolving regulatory environment underscores the need for RIAs to enhance their compliance procedures and staff training. Connect with Dr. Frasher: Links Mentioned: https://www.silenteight.com/ X: @_SilentEight LinkedIn: linkedin.com/company/silenteight Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 分
  • Episode 181: Building a Global Residential Credit Empire: The Palisades Story

    Episode 181: Building a Global Residential Credit Empire: The Palisades Story
    2024/11/20
    Hasseeb Rahman is Portfolio Manager at The Palisades Group and has been with the Firm since 2014. He is responsible for overseeing the deployment and management of various fund strategies and vehicles, ensuring their effective implementation. As co-leader of the Portfolio Management Team, Mr. Rahman plays a vital role in shaping and executing the Firm's investment strategy. Additionally, he has been actively involved in all aspects of People Operations at the Firm. Prior to joining Palisades, Mr. Rahman worked as a Senior Analyst in the Investment Banking Division at Raymond James. During his tenure there, he executed transactions within the Financial Institutions Group, focusing on the Asset Management, Banks, and Insurance sectors. Mr. Rahman's transaction experience includes advisory services for private equity and debt placements, sell-side and buy-side advisory, as well as public debt and equity transactions. He earned a BA in Applied Mathematics from Washington University in St. Louis. Listen to this insightful RIA episode with Haseeb Rahman about building a global residential credit empire. Here is what to expect on this week’s show: - How Palisades operates with two main business verticals: advisory services for large institutions and discretionary capital vehicles. - How Palisades’ funds are structured as close-end private equity-style vehicles with typical investment periods of 2-3 years and harvesting periods of 3-4 years. - Why Palisades may explore more permanent capital vehicles in the future, like open-ended evergreen funds. - How Palisades’ growth has not been linear and faced challenges before scaling through effective use of data and technology. - How the shift in the housing market has allowed Palisades to grow in a more predictable manner. Connect with Haseeb: Links Mentioned: https://www.palisades.us.com/ X: @palisades_group LinkedIn: linkedin.com/company/the-palisades-group-llc Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 分
  • Episode 180: Your Future is Now: Lessons in Wealth Management

    Episode 180: Your Future is Now: Lessons in Wealth Management
    2024/11/13
    With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports. Listen to this insightful RIA episode with Jeffrey Panik about lessons in wealth management. Here is what to expect on this week’s show: - How the financial industry has shifted from proprietary products to a client-first approach. - Why it’s critical to stay ahead of technological changes in the industry. - How 95% of heirs lose inherited wealth because they lack financial education and literacy. - Why lifelong learning and continued education are crucial to add value for clients and to stay relevant. - How it can be difficult to stay ahead of technological advances while maintaining a personal touch with clients. Connect with Jeffrey: Links Mentioned: https://jeffreypanik.com/ Instagram: @yourfutureisnow12 Facebook: https://www.facebook.com/profile.php?id=61561132010284 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 分
  • Episode 179: Revolutionizing Early Career Recruitment: How College Recruiter is Helping Millions Find Their First Job

    Episode 179: Revolutionizing Early Career Recruitment: How College Recruiter is Helping Millions Find Their First Job
    2024/11/06
    Steven Rothberg is the Founder of College Recruiter job search site, which believes that every student and recent graduate deserves a great career...and that it should be easy and inexpensive for employers to hire them. Each year, more than 12 million students, recent graduates, and other early career candidates use College Recruiter to help them find part-time, seasonal, internship, and other early career job opportunities almost anywhere globally. Steven founded the company out of which College Recruiter grew way back in 1991. He had just graduated from law school, passed the bar, and was working as a lawyer when he decided to get out of law to, as he says, enjoy his life. He invested almost all of his savings -- about $200 -- to buy business cards, letterhead, and a fax machine. He then convinced a number of departments at his alma matter, the University of Minnesota, to allow his little business to publish their official campus map for them. He gave the school the maps for free, they distributed them to students, and the company earned its revenues from the sale of advertising around the edges of the maps. That led to also publishing employment magazines called College Recruiter and that led to the first version of the company's website going live in 1996. By 2000, the company had shutdown the profitable maps and magazines to focus on the website. Listen to this insightful RIA episode with Steven Rothberg about revolutionizing early career recruitment. Here is what to expect on this week’s show: - How College Recruiter partners with affiliate sites, including college career services, scholarship sites, and other job boards. - Why the average rate of applying to a job listing after viewing it is only 5%. - How College Recruiter automatically distributes job postings to relevant partner sites based on job specifics. - Why low-skill jobs see higher application rates than specialized roles. - How AI has disrupted various industries, including job search and recruitment. Connect with Steven: Links Mentioned: https://collegerecruiter.com/ Facebook: facebook.com/EntryLevelJobs LinkedIn: linkedin.com/company/collegerecruiter-com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 分
  • Episode 178: The Anti-Woke Job Board Revolution: How Red Balloon Recruiter is Fighting Back

    Episode 178: The Anti-Woke Job Board Revolution: How Red Balloon Recruiter is Fighting Back
    2024/10/30
    Andrew Crapuchettes is a pioneer in the labor market data and analytics industry, and he is the visionary behind RedBalloon. Mr. Crapuchettes began his career as a young Silicon Valley entrepreneur, building business process automation and selling 3D modeling software. In 2001, Mr. Crapuchettes became a founding member and later CEO of Emsi (now Lightcast), which he transformed from a little-known consulting company of three employees to an international economic data firm with over 250 employees worldwide. Mr. Crapuchettes not only pioneered the operational tenets that rocketed Emsi to success, but led the company through four successful transitions to two private equity firms, a strategic buyer, and a national non-profit, with each transition producing significant returns for the investors. Mr. Crapuchettes has also contributed his talents to numerous other companies, some of which have led to additional strategic and MBO exits. He has taught graduate-level classes on 3D modeling and software architecture, and has served on the board of multiple non-profit organizations. He and his wife live in Idaho with their five children. Listen to this insightful RIA episode with Andrew Crapuchettes about how RedBalloon Recruiter is leading the anti-woke job board revolution. Here is what to expect on this week’s show: - How RedBalloon was created in response to cancel culture and corporate environments that penalize personal beliefs. - How RedBalloon helps create workplaces where employees can align their work with their values without fear of retribution. -Why the recruitment process includes an extensive onboarding call to understand their values and the culture they seek. - How using these insights ensures job postings and candidate outreach align with the client’s mission and culture. - How the business model and success of RedBalloon challenge the prevailing norms in the recruitment industry by offering a values-driven approach. Connect with Andrew: Links Mentioned: https://www.redballoon.work/ X: @BedBalloonWork Instagram: @redballoonwork Facebook: Facebook.com/RedBalloonWork LinkedIn: linkedin.com/company/redballoonwork Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 分