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Career Practitioner Conversations is a podcast series from the National Career Development Association (NCDA). We provide research, resources, and support to career development professionals all over the world in their work to empower others to achieve their career and life goals. These conversations with industry experts cover a wide variety of relevant topics for today's career practitioners. Legal Disclaimer: NCDA provides these episodes solely for educational and informational purposes. ...
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Engineering Conversations has one simple goal... to promote engineering. By having conversations with engineers about their backgrounds and careers, we will showcase a wide variety of industries and explore the types of jobs that engineers perform when they finish university. These conversations may help young people understand what it is that engineers do in their day to day work. As young people learn about these types of careers, they may be inspired to become and engineer and help make t ...
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Passionate about working with students and making a difference in their lives? Join Matt Markin and his advising guests as they bring together the global academic advising community to share knowledge, best practices, and their own advising stories.
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Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
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Just Covered

Legal & General

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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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Each week we’ll explore a postgraduate course, learn about a job role, or answer your burning career questions. So whether you’re recently graduated, stuck in a career rut, or just curious about what else is out there, we’ll have invaluable insights from industry professionals, careers advisers and students. Wherever you are on your career journey, we’ll help you take the next steps towards Future You.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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On this podcast, we tell the stories of people in a wide variety of career paths, who pursued all kinds of college majors and minors, often with bumps and detours along the way, to get to where they are today. We talk specifically about what you can do in college to work toward your career goals, and what other factors can impact your choices throughout your education and career. Life happens, plans change, and YOU change! It will be ok, and you will find your path. We hope these stories are ...
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According to Gallup, we spend just over 81,000 hours working during our lifetime yet only one person in ten actually loves what they do. Change Your Story podcast host Carolyn Parry is an award-winning career and life coach, author, and speaker on a mission to help those who are unhappy at work - and that's because she knows what it feels like! Fortunately, she eventually found a way to transform the successful but soul-eroding business career that burned her out into a twenty-year-plus care ...
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Inside In-House Podcast

Thomson Reuters Asia and Emerging Markets

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In this series, you'll be hearing from a variety of in-house counsel at different stages of their careers as they take us along the story of their career journey and share their experiences and insights into what it takes to be an effective in-house counsel.
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Chat with Coffey’s is a series of interviews with the thought leaders in our industries. Hosted by Phillip Coffey and June Coffey, who have both been in the recruitment industries for over 15 years where they have been incredibly fortunate to have partnered up with the top 20% of the industry and secretly learned from them over the years. The goal of this podcast is to pull insights and advice from these experts in hopes that YOU can get inspired and help shorten YOUR success path.
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Welcome to Credibly Challenged, a podcast on risk management issues for financial institutions of all sizes. Each month, Mayer Brown regulatory partner, Matt Bisanz, will interview a risk leader to discuss their best practices for managing risk and trends in the industry. He also will explore how they built a career in this fast-growing area and what advice they have for those just starting out.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Be Frank Podcast

Yosuke Shingu

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Welcome to the Be Frank Podcast, the show dedicated to helping you learn, be inspired, and spreading happiness through health and fitness. I’m your host, Yosuke Shingu, and I’m here to engage in unique conversations with a diverse range of guests, all with the aim of enhancing our physical, mental, and spiritual well-being. So, to be frank, get ready for an honest journey towards a healthier and happier you.
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The Career Guide

Capacity Building International

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Your roadmap to starting a successful international career Is right here. Discover the key information you need to know to start, build, and manage an international career — including how to develop your skills and expertise, find job opportunities, and take ownership over your career as a whole. Do you dream of living and working overseas but don’t know where to start? Maybe you’re an up-and-coming professional who’s finishing up a Master’s degree and would love to work for an international ...
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Capturing stories of professionals working in the Bitcoin industry with host Eric Podwojski (@epodrulz). Are you a Bitcoin professional? Learn about various Bitcoin companies’ product or service offerings in the industry. Are you a Hiring Manager in Bitcoin? Hear how other leaders in the industry recruit top talent for their businesses. Are you job-seeking in the Bitcoin industry? Learn how others landed jobs in the industry and what interview processes are like for various companies.
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Welcome to Leadership Unveiled, a podcast hosted by Kayla Fahey-Ahrndt, aka KFA. I'm here to help you get and stay organized while you live a full life and try to do it all, like me. Whether it's work, career, leadership, mom, or home life... I've got you covered with my tips and strategies from 11+ years working in healthcare, 8+ years of leadership experience, and being a wife and mama. I'm a working mom with two kids ages 5 and 2 plus one more on the way! How do I manage? With the support ...
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With the convergence of data, computing power, and new methods, computational biology is at its most exciting moment. At PSI, we're asking the leading researchers in the field to discover where we're headed for, and which exciting pathways will take us there. Whether you're just thinking of starting your research career or have been computing stuff for decades, come and join the conversation!
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A-Z JOBS

Roxy & Nate

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The podcast that delves into the fascinating world of careers, one profession at a time. In each episode, we’ll embark on a deep dive into a specific profession, exploring its history, requirements, challenges, and rewards. So, get ready to expand your horizons, challenge your perceptions, and discover a world of possibilities.
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Amanda Brown, founder of Homepreneur helps people who work from home as entrepreneurs, freelancers, coaches and consultants, overcome the challenges of productivity, isolation, motivation, etc. With 20 years' experience as a homepreneur, Amanda combines solo shows with interviews with others who share their stories of working from home across a wide range of sectors.
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CFO 4.0

Hannah Munro

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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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Law School Insider

Law School Insider

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LawSchoolInsider podcast is geared toward students that are considering law school and graduates of law school. We talk all about being successful in law school and in your career. The shows are short - only 15-20 minutes each - and are shared weekly on Thursday mornings.
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APM Podcast

APM, the chartered body for the project profession

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Bringing you stories of how project professionals are adapting, pivoting and succeeding in a post-COVID world. Contact us at apmpodcast@thinkpublishing.co.uk This podcast is brought to you by APM, the chartered membership organisation for the project profession. For more information on how to join APM, visit apm.org.uk.
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The Branding For Entertainers Podcast

Billy Diamond: Brand Adviser & Mentor

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Struggling with your entertainment business? The Branding for Entertainers podcast is your solution. Get practical advice from Billy Diamond and top experts to polish your brand identity. Stand out, grow your business, and enjoy the journey!
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Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, cont ...
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Meet Patrick Hayes, investment management counsel at Calfee, Halter & Griswold and your host for The Securities Compliance Podcast presented by the National Society of Compliance Professionals. A personal master class for the securities legal and compliance professional, Patrick’s passion is to help you put Compliance In Context™ by combining the technical expertise of industry thought leaders and innovators with the practical experience of doers and key decision-makers. Listen today to help ...
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Welcome to the Leading for Good Podcast series with Elaine Herdman-Barker, Chair & Partner for Mutual Growth...and the search for the common good at Global Leadership Associates. Join us as we gather with people who are transforming leadership. The series aims to stretch how we think about “a leader's footprint.” We’ll ask, can leaders tip the world towards the good and contribute in ways that both feel good and are profitable? With strategic thinkers from organisations worldwide, we’ll inve ...
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Ashim Prasai

Ashim Prasai

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Welcome to Ashim Prasai, in this channel I will be sharing my thoughts and insights so that upcoming students can have some ideas regarding US visa, career, and success.
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The Legal Beagles Podcast - Seattle U Law

Office of Graduate and International Studies - Seattle U Law

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Join us as we explore the myriad of opportunities available to JD, graduate, and international law students. Each episode features insightful conversations with seasoned practitioners across diverse legal fields, offering invaluable advice and perspectives. Whether you're a current student, a recent graduate, or an international scholar, "The Legal Beagles" is your go-to source for navigating the legal landscape and staying competitive in the field. Tune in for expert interviews, practical t ...
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How To Money

How To Money Australia

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Remember all that stuff that they didn’t teach you in school? No? Well, How To Money is here to discuss everything from taxes to first jobs to superannuation. Join Kate as she takes on the task of demystifying the confusing world of money, and kickstart your own financial future. The How To Money podcast is hosted by Kate Campbell. Kate is passionate about helping young Australians kickstart their personal finance journey, by giving them the tools and resources they need to take control of t ...
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Let's talk about finances, bust through the taboos and take charge. We can create our own fabulous financial futures. We are UK based authorised and regulated Independent Financial Advisers dedicated to empowering women around their money. Women’s Wealth Ltd is an appointed representative of Professional Financial Planning Group Ltd which is authorised and regulated by The Financial Conduct Authority, no. 950921.
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WomenShare

Leah Alter and Joanna Ehresman

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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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JomezPro is proud to bring you a brand new Disc Golf podcast co-hosted by 5X World Champion Paige Pierce and FPO Newcomer Jo Henderson. Approachable explores interesting topics relevant to Disc Golfers (professional & amateur), promoters, and creators. Paige and Jo create a fun and relatable springboard for conversation regarding the sport's approachable nature, career opportunities, and rapid growth initiatives. Our vision is to create an engaging, inclusive, and mentoring community to help ...
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The Organ Podcast

The Royal College of Organists

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The Organ Podcast is a fortnightly show designed to inform and entertain organists and organ enthusiasts alike, including those who are simply curious and want to know more about this unique instrument and its music. Episodes will feature interviews with leading UK and international organists, visit historic or little-known organs of interest, catch-up with organ rebuilds and restorations, and encounter a diverse mix of pipe organ related activities, news, discussions and initiatives from ar ...
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Former political advisor Laura Round speaks to politicians, opinion formers and business leaders to find out about the experiences, people and places that have inspired them. What motivates them? Why did they decide to do what they do? What are the most memorable and surprising situations they have found themselves in? The answer is often unexpected.
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Jim Fasulo, academic advisor for healthcare and emergency professions pathways at Portland Community College discusses working with students in finding career pathways, the importance of career and technical education, and how cooperative education assists students with learning valuable skills. Read Jim's story in the NACADA Pocket Guide, Advising…
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she unpacks some of The Adviser’s top news stories including changes to broker clawbacks. Tune in to find out: NAB’s new clawback structures. Commercial lending accelerates in broker chann…
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Emma travels to Westcott, Buckinghamshire, to meet the team at Nammo Space, who work on propulsion systems for space rocket engines and thrusters. Their cutting-edge products are used on international space programmes, whether they’re satellites or missions to the moon or Mars. The business is growing rapidly, with around 100 people, and 12 project…
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When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors. Here’s some of what we discuss in this episode: Making sure …
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In episode 109 of the Growth Series podcast, Charlotte Bates and Natalie Wilcox, Directors of BatesWilcox, join our host Adam Parker, Accord BDM, to discuss effective recruitment strategies for brokers. The discussion covers how to navigate the competitive job market, defining recruitment USPs and leveraging technology to streamline the hiring proc…
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In this episode of the Just Covered podcast, Hazel and Wayne meet Monica Bradley, award-winning mortgage adviser and owner of Monica Bradley Associates. During this chat, she sets out the unique vision and ethos behind her firm, including her persistent emphasis on strong leadership. She also explores her approach to having a specialist team which …
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Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
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Want to improve the wellbeing of children and young people and make a positive difference to their future? Then the Masters in Applied Child Psychology at the University of Sussex is for you. Senior lecturer Dave Smalley explains how the course will enhance your employability by providing practical skills and cutting edge research. Course: Applied …
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Welcome back to the Compliance in Context Podcast! On today’s show, we feature a Lessons From The Front Lines episode where we welcome two very special guests, namely Ms. Alpa Patel and Mr. Igor Rozenblit, to share their fantastic insights and help us unpack the Loper Bright and Corner Post decisions, PFAR getting vacated, and what’s next on the ex…
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Finding herself with a lump sum of money and feeling unsure about how to use it for her future, Polly talks about the stress and overwhelm she felt during this time. She shares how she overcame these challenges, saying, "Educating yourself and building a strong support team is the best way forward." Polly also highlights the importance of leaning o…
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Send us a text In Episode 18, Erik Lindahl reminds us that despite our dependence on computational power and advanced technology, real breakthroughs are often waiting for those who have the patience to think carefully, come up with eye-opening ideas, and follow their sense of purpose. We discuss the different ways to be smart in science, highlighti…
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Ten years after starting his own brokerage, Dylan Salotti has been mastering the art of running an endurance broking business while running an endurance sport. In this episode of Elite Broker, host Annie Kane catches up with the Divitis Finance broker to find out how he’s built his brokerage over the past decade as well as: The ‘game changers’ he’s…
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If you're looking for a dose of inspiration and practical wisdom to ignite your business journey, you're in the right place. Our guest this week is Jason, an international business growth leader who has made a remarkable impact across the globe. Jason is not just an expert in business, he's a master of customer service, a published author and a sou…
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Send us a text Do you ever wonder about the infrastructure and services in your community? How did the roads, sewer, landfill, and water services get there? Engineers are responsible for setting up communities that are functional and safe for the people who live there. In this episode we sit down with Ryan Johnson, an Environmental Systems engineer…
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Dr. Declan McLaughlin, senior lecturer and lead advisor of studies at Queen’s University Belfast discusses unlocking student learning and advising approaches, the benefits of student participation in their own assessment experience, and the creation of an advisor of studies community of practice to provide training and resources to advisors. PodMat…
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In this episode, Harrison & Harrison Head Voicer and Managing Director, Andy Scott, takes Mark O'Brien on a tour round the workshop in Durham to highlight the importance of apprenticeships in sustaining the skill and craft of organ building. Andy also talks about his experience at Harrison's, having started as an apprentice himself, aged 16, before…
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In this episode of The Legal Beagles, we sit down with Mustafa Hassoun, a lawyer at HCMP, to explore essential strategies for early career planning. From effective networking to staying competitive in the legal field, Mustafa shares valuable insights and practical advice for law students looking to build a successful career. Tune in to learn how to…
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she runs through some of the major headlines impacting mortgage and finance broking. This week, find out: Why CBA and Westpac CEOs have incensed the broking industry Reaction to BOQ's 'pau…
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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After trading in the motor industry for the world of asset finance, Perseus Finance director Khalil Sader has taken his broking firm from strength to strength. In this episode of the Australian Broking Awards Finalist Showcase, we catch up with the finalist for Asset Finance Broker of the Year to find out: His unique approach to asset finance and w…
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Send us your thoughts In this episode of CFO 4.0, Hannah Munro talks about the art of presenting a compelling business case for financial transformation. Whether you're aiming to gain executive buy-in or refine your strategy, this session is packed with actionable insights to help you succeed. Key topics covered: Learn the essential components that…
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Ever wondered why you follow certain brands on social media over others? Or how you set up deals with influencers? Dr Natasha Clennell joins me to discuss the evolving role of digital marketers, and the online course that prepares students for leadership roles Course: Digital Marketing MSc | Part time | Online Guest: Dr Natasha Clennell, Lecturer i…
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"People that really value life, value taking care of themselves and their overall well-being and really on a mission to live an intentional life, those are the people that we wanna work with." Welcome to WomenShare: a celebration of women in financial services. In this episode, Leah and Joanna sit down with Yesenia Beckmann, the passionate co-found…
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Guest: Lisa Salvi, Managing Director, Advisor Services at Charles Schwab. In a Nutshell: If you could start from scratch and sketch out what the ideal advisory practice looks like, what would you come up with? Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and gr…
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In this episode LaChish Rigg, owner of LJR Training and Coaching and Past President of the New Jersey Career Development Association, hosts Steph Jones, a minister, marriage and family therapist, and mindfulness life coach. Both LaChish and Steph work in the school counseling arena, while balancing other roles in the career development space. Their…
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Send us a text In episode seventeen, Caroline Lynn Kamerlin talks about the art of asking bold and impactful scientific questions, as well as how to engage in truly interdisciplinary research, something she sees as a consequence of her formal background in natural philosophy. We talk about the emerging concepts around enzyme promiscuity, how this v…
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After seeing their father, Michael Barrett, make a name for himself in broking, brothers Lucas and Elijah Barrett were inspired to open their own Mortgage Choice franchise in 2022. In this episode of New Broker, we catch up with the broker brothers to find out: How they built their broking business. The things about broking that surprised them. Why…
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media’s senior journalist for Cyber Daily, David Hollingworth, as they discuss the importance of Scam Awareness Week. This week, they cover: The prevalence and impact of scams in…
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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Emma meets Emma Caroll-Walsh, Director of Customer Programmes at Aqua Consultants and Deputy Chair of APM’s Built Environment Interest Network, who is also an outgoing APM Board Trustee. She shares her top tips on how to be an effective project influencer and why it really matters to hone your influencing skills – plus what it's like to step up to …
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EXCLUSIVE: Liberal senator Andrew Bragg sits down with The Adviser to reveal what the new housing lending inquiry will look at and why he most wants to hear from the broking industry for it. In this episode of In Focus, host Annie Kane catches up with the chair of the Senate economics references committee to discuss: The big issues the committee ai…
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Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…
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Can I use AI to write my application? Qualification or experience – which is most important? How much weight is given to my online presence? All this and more in our latest Q&A. Guest: Sally Brown, careers adviser, UEA ⬇️Connect with Sally on LinkedIn https://www.linkedin.com/in/sallybrown-careersconsultant-writer/ Explore writing a personal statem…
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Send us your thoughts In this episode of CFO 4.0, host Hannah Munro is joined by Aaron Harris, Global CTO of Sage, to explore the transformative power of AI and technology in the finance sector. This insightful conversation covers: How technology is shifting CFOs from record-keepers to strategic leaders. The role of AI in automating workflows and e…
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With four decades of finance experience across commercial, residential, and asset finance, Craig Walker from First Finance has seen it all. In this episode of Elite Broker, we catch up with the Victorian-based broker and his son Ben Walker to find out: The secrets to long-lasting client relationships. Why he switched his focus from commercial to re…
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Send us a text Engineers often find themselves in leadership positions as their career progresses. Managing large projects and groups of people can be very challenging and requires skills that are not fully developed during university studies. In this episode we sit down with Tara Paton, an Industrial Systems engineer and the President and founder …
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What is it to be a convener of people? Where do leaders find meaning in it all? Is there still room to talk about the place of character? Mark Leishman worked in the private office of the then Prince of Wales, now King Charles. His grandfather was Lord Reith, founder of the British Broadcasting Corporation. Today, Mark is executive director of the …
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Join Steph, Talent & Communications Adviser, for an unmissable episode! If you’re on the hunt for a new job, you won’t want to miss this. Steph shares the secrets on what recruiters and hiring managers are really looking for in your applications and interviews. Plus, she takes us behind the scenes of her journey in the fast-paced world of recruitme…
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media’s deputy editor of real estate Juliet Helmke as they discuss the brand-new Senate inquiry into financial regulatory framework and home ownership and what the spring selling…
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Many students find a home in the Arts in high school. Some students build their education and career dreams from that experience, and sometimes those dreams don’t initially work out. When he didn’t get into his dream school, Jeff made some different choices to not only become a better actor, but to become the person he wanted to be. Life circumstan…
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In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise v…
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Send us a Text Message. Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the be…
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Retirement is often compared to a marathon, and for good reason. Just like marathon training, retirement planning requires meticulous preparation, a diversified strategy, and a clear understanding of your goals. In today’s episode, we’ll explore the parallels between these two long-term endeavors and offer valuable insights on how to ensure a succe…
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In this episode, Mark O'Brien visits the National Hospital for Neurology and Neurosurgery in London, where the recent restoration of a 1938 Robert Spurden Rutt pipe organ has opened the door to the instrument being used for therapeutic purposes and wellbeing. Mark talks to a Consultant Neurologist about the therapeutic qualities of music and the po…
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Guest: Erin Scannell, Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Four years later, Heritage has doubled to $4 billion in AUM, and Erin is in charge of over 80 team members, including 20 advisors and a robust s…
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