“For a premium valuation in the independent space, you have to have an integrated model,” and organic growth's impact on valuation is “huge" says the CEO. Host: Greg Bartalos.
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Jun 30
Mary Beth Franklin: Social Security, Medicare, and Smarter Planning
The Social Security expert explains how advisors can turn the complexity associated with benefits into better client conversations and more confident retirement decisions. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
39m 9s
Mar 2016
#137: Seth Godin—Dealing With Change
Join marketing guru and best-selling author Seth Godin and Dave for an unprecedented conversation on making a difference in the marketplace, the new economy, and why you need to connect with your customers, plus much more. We’re also going to Main Street to talk with EntreLeader ... Show More
46m 17s
Jan 2023
How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the e ... Show More
24m 57s
Aug 2025
17 Years Of Brutally Honest Business Advice In 25 Minutes
On stage at Forward Las Vegas, Codie Sanchez shares why building a personal brand is essential in the AI era, where content is booming and jobs are increasingly automated. She traces her journey from spreadsheet hound to creator, and her journey to discovering the power of owning ... Show More
27m 58s
Sep 2024
Put Your Money Where Your Mouth Is
Being a business owner means having to innovate constantly and navigate change. So Inc., in partnership with Capital One Business, wants to help you figure out Your Next Move. Join Anu Duggal, founding partner of Female Founders Fund, the first early-stage fund for female-founded ... Show More
33m 53s
Aug 2025
Controllers Classified: Weathering tariff risks
Host Erik Zhou, CAO at Brex, sits down with Richie Mashiko, Fractional CFO, to unpack the financial complexities of running high-growth e-commerce and CPG brands. From measuring the right things to navigating ad spend, pricing strategies, and fragile supply chains amidst tariffs, ... Show More
39m 49s
<p>Benj said it himself––this episode is a masterclass in leadership! This week, System & Soul invites <a href="https://www.linkedin.com/in/heatherfortner"><strong>Heather Fortner</strong></a> to share her journey of becoming CEO of <a href="https://signaturefd.com/"><strong> ... Show More
<p>Mike DiFrisco and Alex Nottingham JD MBA discuss shifts toward digital and AI technologies, challenges in hiring and retention, and the growing influence of private equity on practice ownership. </p><p>Resources:<br/><br/></p><ul><li><a href='https://aacd.com/'>AACD</a></li><l ... Show More