Sep 15

Spuds Powell: 6 Wealth Management Lessons Learned Over 3 Decades

The Barron’s-ranked managing director of Kayne Anderson Rudnick explains why “difficult” clients can be a gift to financial advisors and describes how lighthearted moments can build client relationships. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswi ... Show More

32m 49s

Sep 1

Scott Danner: How to Manage the Emotional Toll of Succession Planning

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec ... Show More

27m 44s

Aug 25

Andrei Pop: Using an AI Workforce to Scale Your RIA

Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o ... Show More

1 h

Oct 2023

Office Hours: A Guide to Business Partnerships, Consumption vs. Investing, and What to Do if Your Adult Children Are Still Living at Home

Scott offers advice to a listener considering entering a new business partnership. He then takes a question about the proliferation of the sports betting industry, specifically the way it preys on young men. He wraps up with advice to a parent whose adult children still live at h ... Show More

23m 17s

Sep 2023

Office Hours: Planning Your Exit Strategy, Investing Advice to a 16-Year-Old, and Mentoring Young Men

Scott answers a question about planning an exit strategy and gives advice on when to sell a company. He then takes a question from a 16-year-old listener who wants to know how to invest and manage their money. He wraps up by explaining why it’s important for children to have more ... Show More

22m 26s

Oct 2021

#14 Becoming Your Own Mentor

Who you get advice from can shape your life in massive way. In this episode Grant discusses how to become your own mentor so you can make better decisions in your life & career. Learn more about your ad choices. Visit megaphone.fm/adchoices

20m 14s

Aug 2023

Office Hours: The Business of Podcasting, Leaving Your Job To Start A Business, and the Pros and Cons of Stock Buybacks

Scott answers a question about the podcasting industry and shares advice to those interested in starting their own podcast. He then discusses what he thinks about stock buybacks and wraps up with advice to a new father who is thinking about leaving his job in private equity to st ... Show More

20m 49s

Nov 2020

Career & Life Advice From My Old Man

<p>This week, we welcome the show’s first ever guest. This guest is not only someone who has overcome adversity, and has an unbelievably successful career at VP of Sales and Marketing for Skjodt Barrett Foods- he also happens to be my father. Get ready for an episode full of cand ... Show More

45m 30s

Sep 2022

Office Hours: Section 230, University Rundles, and Advancing Your Career as a Parent

Scott takes a question about how Section 230 could be altered to address the harms of social media companies. He then shares his thoughts on how Universities could cash in on a recurring revenue model, and offers career advice to a mother who works in marketing. Learn more about ... Show More

17m 14s

Mar 2021

Work Hard, Pay Hard

Today I discuss the Peter Principle and the influence it can have on employees, managers, and businesses.

11m 3s

Aug 2022

Office Hours: The Value of a Storefront, College Enrollment Numbers, and Parenting Advice

Scott takes a question on why opening physical stores can be a powerful branding move — even for a tech company like Amazon. He then shares his thoughts on why universities with big brands need to let in more students, not fewer, and reflects on his dos and don'ts of fatherhood. ... Show More

20m 48s

Barbara Trautlein: Bad Change Leadership...