Jun 2015

BDS 1: Introduction and Alignment

Overview of the Business Development Program with a focus on effective planning and review process that includes life goals, role in the business and the ultimate vision for the business. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist ... Show More

20m 32s

Jun 2015

BDS 3: Role of the Business Owner

A reflection for business owners to examine their role and review what could or should be done to improve the business. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: Director of Business Conc ... Show More

12m 10s

May 2015

BDS 4: Business Basics

Strategies for efficiently maintaining accuracy in the business for compliance and for consistency to move the business further. Hosted by Chris Reed: Director of Business Concepts Group, CPA-Financial Planning Specialist, SMSF Specialist Advisor and Sarah Power: Director of Busi ... Show More

13m 50s

Jun 2023

Planning Podcast Series: Advanced Planning Life Insurance Guide

Advanced Planning Group strategists, Jennifer Lan, Premini Scandurra, and Hunter Peek, summarize some key aspects of life insurance and potential ways it may be incorporated into an overall estate plan. Host: Daniel Cassidy

14m 7s

Jul 2024

What's New CFI | Developing a High-Impact Financial Plan

<p>In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management practice adds value for clients and advisors. We emphasize best p ... Show More

11m 40s

Aug 2018

1. Inside the strategy room: One CEO’s approach

<br><a href="https://podcasts.mckinsey.com:443/l?r=unknown&s=_unknown&i=6c633a3130303030316334627175697667767034766a&he=68747470732533412532462532467777772e6d636b696e7365792e636f6d253246617373657473253246646f74636f6d2532467468652d73747261746567792d726f6f6d2d706f646361737425324669 ... Show More

13m 26s

Nov 2023

The State of EVs, Outlook for Crypto, Talent Strategies

On this edition of Bloomberg Businessweek, hosts Paul Sweeney and Matt Miller speak with Daniel Barel, CEO of REE Automotive, Chris Heller, co-founder of Cordillera Investment Partners, Nicola Hancock, Managing Director of the Americas at AMS, Vinh Vuong, CEO at Garrison Fathom a ... Show More

42 m

Jul 2021

Shaping the workforce of the future in retail and consumer goods

Read more > Listen to the podcast (duration: 25:22) > How do forward-thinking companies create thoughtful guidelines for hybrid work environments, train employees in adaptability and resilience, and proactively reskill their workforces? Hear from “future of work” experts Bryan Ha ... Show More

25m 23s

Mar 2023

When Sales is at the Table - A Planning Aces Episode

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary ... Show More

29m 45s

Jun 2022

How to Prepare Your Business Analysis Professional Development Goals

<p>At the beginning of the year, employees and managers think about their goals. Putting together a plan to achieve those goals can feel overwhelming but it doesn't have to be. In this episode, Scott and Susan talk about how you can use some of the resources and tools from the In ... Show More

30m 14s

Apr 2018

Pensions for the self-employed, solar powered properties and financial planning

FT Money editor Claer Barrett and guests discuss the pros and cons of selling energy back to the grid if you have solar panels. Also, we give you ideas to get started on saving into a pension if you're freelance and finally Jason Butler, FT Money's Wealth Man on who to plan finan ... Show More

16m 34s

BDS 2: Life Planning