Bosses can drive you crazy. How do you deal with micromanagers, unclear direction -- or get a promotion? Our workplace heroes Liz Dolan (ex-CMO, Nike, NatGeo Channels) and Larry Seal (executive coach) will help you make the big decisions, sort through the small stuff, and get more fulfillment from your work life. A fictional ad agency, Penn & Pencil, will serve as a comedic point of reference for your questions. I Hate My Boss. Workplace Drama. Comedic Relief. All episodes are available now. ...
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Life at work can be funny, challenging, ridiculous, and -- yes, even satisfying. Here at Safe For Work, we're all about helping you find balance and happiness in your career. After all, many of us spend more time with our co-workers and clients than with our friends and family. Hosts Liz Dolan and Rico Gagliano give advice on everything from how to avoid burnout on the job to how to fake an illness when you're calling in sick. We also talk to experts about those moments at the office that ca ...
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The InnovaBuzz Podcast explores the minds of innovators, entrepreneurs and creatives. You’ll learn about values, strategies, tactics and mindset from some of the world’s most successful entrepreneurs. Join internationally recognised transformational marketing strategist, speaker and podcaster, Dr Jürgen Strauss, The World's Best Human-Centred Podcasting Coach , as he chats with awesome guests who are committed to innovation, service and modern marketing. Each episode is a conversation with i ...
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Every person who works in sports has a story. Hear from some of the most notable names in the sports and fantasy sports industries and learn about the journeys they traveled along with the choices they made to reach the height of their profession. Brought to you by FantasyPros, host Dan Harris talks to all the Game Changers who literally changed the game and blazed a trail for all those who want to work in sports to follow.
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Dr Daniel Laby, Vision Optimisation: Peak Performance in Sports and Life - Innova.buzz 638
54:42
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54:42
Our guest in this episode is Dr. Daniel Laby, an esteemed ophthalmologist and sports vision specialist with over 30 years of experience. Dr. Laby has worked with elite athletes and professional sports teams, enhancing their visual performance through innovative techniques. His journey from pediatric ophthalmology to sports vision has led to groundb…
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Stephen Goldberg: Unlocking Potential Through Job Fit and Coaching - Innova.buzz 637
55:13
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55:13
Our guest in this episode is Stephen Goldberg, owner and chief consultant at Optimus Performance. With over 30 years of experience, Stephen has transformed his journey from running a family business to becoming a leading coach and facilitator. His passion lies in helping small and medium-sized companies improve sales, leadership, and teamwork throu…
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1
Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author]
23:45
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23:45
In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…
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Elona Lopari, Aligning Purpose and Profit for Business Success - Innova.buzz 636
39:03
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39:03
Our guest in this episode is Elona Lopari, founder of Elona Lopari Coaching. Elona is dedicated to helping businesses align their purpose with profit, creating impactful and successful enterprises. She transitioned from a C-suite role to entrepreneurship to find more meaningful ways to contribute. Today, she leads a vibrant community of over 30,000…
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Beejel Parmar, How to Build a High-Impact Virtual Assistant Team - Innova.buzz 635
52:00
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52:00
Our guest in this episode is Beejel Parmar, a pioneer in the virtual assistant industry and a thought leader in productivity and outsourcing. Beejel has been advising entrepreneurs since 2009, helping them overcome procrastination and leverage the power of virtual assistants. In this episode, he shares his journey from struggling entrepreneur to bu…
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From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board]
21:39
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21:39
In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …
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Bo Short, Leadership and Innovation: Embracing the Journey and Serving with Purpose - Innova.Buzz 634
55:00
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55:00
Our guest in this episode is Bo Short, co-founder and CEO of Base Molecular Resonance Technologies. Bo’s journey from a self-focused young entrepreneur to a visionary leader emphasizes the importance of embracing the journey and serving others. He shares how his evolving definition of success, grounded in personal growth and impactful leadership, d…
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Valentin Radu, The Art and Science of Maximizing Customer Lifetime Value - Innova.buzz 633
51:46
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51:46
Our guest in this episode is Valentin Radu, a visionary entrepreneur and the founder and CEO of OmniConvert. Valentin's journey from a DJ at radio stations to a pioneer in customer value optimization highlights his diverse background and passion for understanding customer behavior. In this episode, he shares insights on maximizing customer lifetime…
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The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist]
25:58
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25:58
In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …
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Sue Wong: Complete Clarity – Crafting and Living Your Personal Manifesto - Innova.buzz 632
53:06
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53:06
Our guest in this episode is Sue Wong, co-founder and coach at My Manifesto. Sue brings a wealth of experience from her background in teaching and coaching, helping individuals gain clarity, focus, and inspiration to live authentic lives. In our conversation, we explored Sue’s journey, the concept of a personal manifesto, and practical steps to liv…
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1
Daniel Den, How to Stand Out in a Saturated Market - Innova.buzz 631
56:16
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56:16
Our guest in this episode is Daniel Den, a trailblazing founder of Ideas That Influence and co-creator of the X Factor Effect Methodology. Daniel’s innovative approach to marketing and differentiation has made a significant impact in helping businesses stand out in a crowded market. His interactive book box experience exemplifies his commitment to …
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1
The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter)
24:03
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24:03
In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedic…
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Mark Wonderlin, Transforming Business through Strategic Video Storytelling - Innova.buzz 630
47:05
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47:05
Our guest in this episode is Mark Wonderlin, the visionary founder and CEO of Mosaic Media Films, and a pioneer in digital SLR filmmaking. Mark shared his profound insights into the transformative power of video storytelling in business marketing. By focusing on the audience's journey, Mark crafts videos that not only tell a story but also resonate…
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Brian Bogert, Harnessing Personal Stories for Global Change - InnovaBuzz Episode 629
51:08
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51:08
Our guest in this episode is Brian Bogert, a passionate coach and speaker, who has transformed his profound personal adversities into a professional mission to empower others to live more authentically and impactfully. In his conversation with host Jürgen Strauss, Brian delves into the importance of embracing vulnerability, harnessing personal adve…
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Scott Allan, Mastering Mindset and Creating Success - InnovaBuzz Episode 628
1:02:27
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1:02:27
Our guest in this episode is Scott Allan, a renowned author, publisher, and transformational growth expert based in Osaka, Japan. Scott has turned his deep passion for writing and personal development into a thriving global publishing business. His journey from corporate life to becoming a key influencer in self-help and professional development pr…
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Tiago Faria, The DREAM Method: A Proven 5-Step Process for Podcast Guesting - Innova.buzz 627
49:30
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49:30
Our guest in this episode is Tiago Faria, a business mentor and marketing expert. Tiago has transformed the way entrepreneurs and influencers expand their authority and reach new audiences with his innovative "DREAM Method." This approach harnesses the power of podcast guesting, helping individuals grow their networks and enhance their marketing st…
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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
22:43
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22:43
In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…
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Carlos Alvarenga, The Chemistry of Persuasion: How to Win Hearts and Minds - Innova.buzz 626
1:06:08
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1:06:08
Our guest in this episode is Carlos Alvarenga, a distinguished thinker and educator in the fields of communication and rhetoric. Carlos has an extraordinary background, starting as a refugee child and rising to become a prominent expert in persuasive communications. His journey includes deep dives into the ancient wisdom of Aristotle to update thes…
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The Only Marketing Left for Financial Advisors - Matt Halloran [Founder]
14:20
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14:20
In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…
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Larry Apke, Thriving in Uncertainty with Agility, Innovation, and Education - InnovaBuzz 625
49:26
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49:26
Our guest in this episode is Larry Apke, a visionary VUCA consultant, agile coach, and the altruistic founder of JobHackers. Larry has dedicated his career to guiding individuals and organizations through the complexities of today's ever-changing world, using agile methodologies and education as his tools. His innovative approach to professional de…
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Mark Stern, The Physical-Digital Connection: Creating Memorable Brand Experiences - Innova.buzz 624
57:26
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57:26
Our guest in this episode is Mark Stern, a visionary entrepreneur who's redefining how brands connect with their customers. As the founder and CEO of Custom Box Agency, Mark merges tangible products with digital marketing to craft memorable and impactful customer experiences. In our engaging conversation, Mark shared his insights on creating deeper…
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Anthony Nwaneri, Mastering Podcast Growth and Monetization - InnovaBuzz Episode 623
52:43
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52:43
Our guest in this episode is Anthony Nwaneri, a best-selling author and a visionary in the podcasting industry, renowned for his innovative approaches to podcast growth and monetization. From his early challenges in Nigeria to becoming a major influence in the podcasting world in the UK, Anthony's journey is a testament to the power of persistence …
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Steve McCready, Rewrite Your Story, Change Your Life - Innova.buzz 622
1:02:28
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1:02:28
Our guest in this episode is Steve McCready, a transformative coach and therapist whose journey has taken him from the fields of IT to the realms of psychotherapy and coaching. With a passion for helping others unlock their full potential, Steve has dedicated his career to understanding the stories we tell ourselves and how these narratives shape o…
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Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder]
21:34
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21:34
In this episode, host Belle Osvath, CFP® speaks with Mike Alves, MSAFP, CFP®, CEPA, CRPC®, founder of Vida Private Wealth. Mike shares his unique approach to integrating financial education into wealth management by developing a curriculum tailored to young people from childhood through adulthood. He discusses the genesis of this initiative, which …
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Chris Hood, Beyond Technology: Customer-Centered Digital Innovation - Innova.buzz 621
47:45
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47:45
Our guest in this episode is Chris Hood, a digital strategist with a heart for innovation and a mind for technology. With a career spanning over 35 years, Chris has left a significant mark on the digital landscapes of TV, film, music, and video games. Through his book, "Customer Transformation," and his consulting work, he's helped organizations wo…
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Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO]
17:48
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17:48
In this episode, host Belle Osvath, CFP® welcomes David Marra, Chief Investment Officer at Markin Asset Management, back to discuss the current state of U.S. equity markets and investment strategies in the context of perceived market overvaluation. David shares insights into the cyclically adjusted PE ratio (CAPE) and its implications for future ma…
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Erin Andrea Craske, Effortlessness in Leadership and Life - Innova.buzz 620
45:24
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45:24
Our guest in this episode is Erin Andrea Craske, a visionary coach, author, and a rebel at heart with a rich corporate background. Erin shares her journey from corporate strategy to coaching, emphasizing a transformative change through what she terms as an "effortlessness philosophy." Her insights reveal a profound understanding of leadership, stra…
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Robert Brill: Digital Advertising Strategies - The Symphony of Success - Innova.buzz 619
47:21
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47:21
Our guest in this episode is Robert Brill, the co-founder and owner of Brill Media, a digital advertising agency from Los Angeles, USA, dedicated to helping businesses scale and grow. With a journey marked by a transition from employee to entrepreneur, Robert shares his insights into the digital advertising landscape, underlining the importance of …
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Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author]
24:41
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24:41
In this episode host, Belle Osvath, CFP®, chats with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions" and founder of Elm Wealth. Victor discusses the intriguing phenomenon of America's wealthiest families losing their fortunes over generations despite favorable investment conditions. He explores these f…
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Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder])
28:57
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28:57
In this episode, host Belle Osvath, CFP® interviews Liz Simmie co-founder of Honey Tree Investment Management. They discuss the importance of ESG (Environmental, Social, and Governance) data in investment analysis. Contrary to being a niche element, Liz argues that ESG data should be considered fundamental to assessing a company's viability for lon…
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Fred Joye: Enabling Startup Growth through Innovative Outsourcing and Investment - Innova.buzz 618
42:10
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42:10
Our guest in this episode is Fred Joye, co-founder of Arcanys Ventures, a visionary entrepreneur transforming the tech landscape from Cebu, Philippines. With a background that spans across continents, Fred's journey from corporate finance in Switzerland to pioneering software development outsourcing in the Philippines is both inspiring and instruct…
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Fred Cary: The Entrepreneurial Playbook to Turn Expertise into Empires - Innova.buzz 617
51:54
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51:54
Our guest in this episode is Fred Cary, a visionary entrepreneur and the founder of IdeaPros. Fred has dedicated his career to transforming outsiders into insiders within the entrepreneurial market, leveraging his vast experience and insights to guide aspiring entrepreneurs on their journey to success. Through this fascinating conversation with Jür…
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Alan Lazaros, Redefining Success: Self Improvement and Fulfilment - Innova.buzz 616
58:26
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58:26
Our guest in this episode is Alan Lazaros, the CEO of Next Level University, a top 100 global podcast with a mission to empower individuals towards achieving holistic success. Alan's journey from personal struggles to becoming a beacon of self-improvement and leadership offers invaluable insights into the transformative power of continuous growth. …
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Jeff Giagnocavo, Leading with Heart and Exceptional Customer Experiences - InnovaBuzz 615
56:32
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56:32
Our guest in this episode is Jeff Giagnocavo, a seasoned entrepreneur who has been pioneering innovative business practices since he was sixteen. With a portfolio of successful ventures and the authorship of "The Space for Leadership," Jeff shares a profound journey of growth, emphasizing leadership with empathy and the transformative power of cust…
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Tai Goodwin, Crafting Meaningful Customer Journeys in Digital Spaces - Innova.buzz 614
49:38
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49:38
In this episode, we feature Tai Goodwin, a digital marketing expert with a wealth of experience as an award-winning instructional designer, author, and CEO. Tai's journey from a passionate educator to a digital marketing strategist exemplifies her commitment to enhancing the visibility of coaches, healers, and spiritual entrepreneurs. Her mission i…
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Alexandra Watkins, The Art of Crafting Memorable Brand Names - Innova.buzz 613
50:30
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50:30
Our guest in this episode is Alexandra Watkins, a branding powerhouse and the creative mind behind Eat My Words, a brand naming consultancy that's all about injecting fun and creativity into the naming process. Alexandra has revolutionized the way we think about brand names, turning what can often be a daunting task into an exciting adventure. Duri…
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Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder]
17:02
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17:02
Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry. LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/ www.yourstake.org --- FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Associat…
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Liam Naden, The Unseen Forces of Success: Tapping into Your Biological Blueprint - Innova.buzz 612
1:01:35
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1:01:35
Our guest in this episode is Liam Naden, a visionary entrepreneur and a profound advocate for understanding the biological foundations of success. Through his own transformative journey from hitting rock bottom to redefining success, Liam has become a beacon of hope and innovation. This conversation unveils the power of our biological blueprint and…
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Karen Jacobsen, Recalculating the Route to Success: Embracing Life's Detours - Innova.buzz 611
51:28
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51:28
Our guest in this episode is Karen Jacobsen, the Australian voice behind GPS navigation systems and a motivational speaker. Karen shares her journey of recalibrating life when faced with unexpected turns, using her experiences to inspire others to navigate through challenges with grace and resilience. Her conversation with Jürgen Strauss is a deep …
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Dr David Pearce: Transforming Lives, One Smile at a Time - Innova.buzz 610
58:06
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58:06
Dr David Pearce, Ultimate Success in Dentistry Our guest in this episode is Dr. David Pearce, a remarkable individual who transitioned from being a skilled dentist to a business coach and author. David's journey is a story of transformation, reflecting his multifaceted nature and dedication to making a significant impact in people's lives, one pers…
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Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach]
24:48
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24:48
In this episode host Belle Osvath, CFP® speaks with Jennifer Gray a mental health therapist and business coach that specializes in helping financial advisors navigate growth and evolve along with their practice. Links: Website: https://www.jennifergraycounseling.com/ Linked In: https://www.linkedin.com/in/jennifergraylpc/ Script: https://www.jennif…
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Margie Oleson, Leading with Humanness - Empathy in Action - Innova.Buzz 609
53:10
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53:10
Our guest in this episode is Margie Oleson, an organizational leadership and performance coach from Minneapolis, Minnesota. Margie brings a unique perspective to leadership, emphasizing the importance of humanness and emotional intelligence in organizational dynamics. Her insights offer practical strategies for leaders to foster more cohesive, empa…
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Peter Schroeder, DJ to CEO: Crafting the Sound of Success - Innova.buzz 608
51:03
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51:03
Peter Schroeder, Telzio Our guest in this episode is Peter Schroeder, a former DJ turned tech entrepreneur and CEO of Telzio. Peter's journey is a story of transformation, from spinning records to leading a technology company. His experience as a DJ, where he learned to manage everything from music to marketing, laid a foundation for his business a…
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Phillip Stemann, Harnessing AI for SEO Success - Innova.Buzz 607
40:38
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40:38
Our guest in this episode is Phillip Stemann, a programming enthusiast turned SEO (Search Engine Optimisation) expert. From his early start at 13 years old, Phillip's journey through the tech world has been fueled by a passion for solving complex problems and an enduring love for technology. Key points discussed include: Phillip's unique approach t…
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Melissa Dinwiddie, Unleashing Your Creativity in Life and Work - Innova.Buzz 606
56:34
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56:34
Our guest in this episode is Melissa Dinwiddie, an artist and creativity consultant who believes in the transformative power of creativity in both personal and professional realms. Melissa's journey from struggling with creative blocks to becoming a creativity advocate is truly inspiring. Key points discussed include: Melissa shares her personal jo…
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Doug Howarth, Revolutionizing Economics with Hypernomics - Innova.Buzz 605
53:59
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53:59
Our guest in this episode is Doug Howarth, a visionary economist redefining market dynamics with his innovative theory, Hypernomics. In a captivating conversation, Doug shares insights from his journey, illustrating how Hypernomics offers a fresh perspective on economic behavior and strategy. His stories, filled with wisdom and experience, shine a …
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Introducing: The Smarter Planner Symposium 2024
13:27
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13:27
Register now! fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPANCA do not endorse or recommend any of the people, products, or services featured or discussed in this pod…
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JB Benjamin, The Evolution of Technology: From AI to Privacy, How It's Shaping our World - Innova.Buzz 604
1:09:11
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1:09:11
Our guest in this episode, is JB Benjamin, founder and CEO of Kryotech, discusses the importance of privacy, the potential of technology, and the power of empathy. He emphasizes that individuals have the ability to make a positive impact on the world and encourages critical thinking, questioning, and listening to others. Key Points: Privacy is a hu…
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Ep 28. Real Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer]
24:50
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24:50
In this episode host, Belle Osvath, CFP®, interviews Rich Arzaga, CFP® CCIM, the Founder of The Real Estate Whisperer Financial Planning. Rich specializes in creating detailed financial plans that analyze and evaluate client real estate holdings. His approach provides valuable insight far beyond what most planners provide and has allowed him to bui…
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Ep. 27 Hidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist]
18:03
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18:03
In this episode host Belle Osvath, CFP® interviews Gary Cox about a unique health insurance option that allows some self-employed individuals to purchase health insurance as a "Group of One" instead of an individual policy which may result in reduced cost and broader coverage. Gary talks about this type of coverage, who may want to consider it and …
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