Professionals for Association Revenue (PAR)’s Post

Unleashing Success: The Gabriel S. Chronicles on Advisors Unscripted In this week's Advisors Unscripted, Gabriel S. shares his journey of prioritizing staff and clients over shareholders, a philosophy that led him from teaching to founding his own firm. He discusses transcending the $50 million milestone, aiming for hundreds of millions, in a podcast that explores the motivations and strategies driving financial advisors today. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are. #AdvisorsUnscripted #FinancialPlanning #FinancialSuccess #AdvisorsConversations #FinancialPodcast #FinancialAdvisor #FinancialAdvisors #FinancePodcast https://lnkd.in/gkRt--uD

Great conversation here about the tactics you can take to thrive in self employment or private practice with the Wealth in Yourself podcast. It’s important to remember that we’re not taught these techniques- but they can be learned! #privatepractice #selfemployed #financialplanning #finances

INVESTORS AND BUSINESS OWNERS: VALUABLE INFO! We just completed an episode of the IN REM Podcast with Drew Jenkins of Jenkins Title LLC on the CONSTITUTIONALITY OF THE CTA. Don't worry, you can still watch it here: https://lnkd.in/gafqe-A7 Sean St Clair, Esq. Andrew Fowler #REALESTATEINVESTOR #REALESTATEINVESTING

Thinking About Doing a Podcast Episode on Recaps – Who Should I Talk To? Recaps can be a wild part of building a consumer business. They can be a second chance to get things right or a way to unlock new growth. But they’re also super challenging to navigate. I’ve been thinking it’d be really cool to do an episode diving into this topic. Who do you think would be the perfect guest? I’m torn between two types of people: 1. Founders who’ve gone through a recap and come out the other side stronger. I’d love to hear what that process was like and the lessons they learned. 2. Investors who specialize in recap situations. They could share why they decide to get involved and what they look for before jumping in. If you know someone with a great story or insights on this, send them my way! Or if you’ve been through one yourself, I’d love to hear your thoughts. #finance #recaps #consumervc

https://shorturl.at/W5LCd 👈🏽🔥Interesting 24-minute podcast with the (extremely talented) founder of Jacquemus. Well spent minutes for every marketer, and every non-marketer. 💡Next to (clichés as) dream big and keep it simple. His core message: go all-in to capture attention and make people talk about you. Many brands talk too much (and too long) about their core values, vision, and strategies, while overlooking the crucial focus of gaining attention. C’est ca.

Are tech and work ethic causing friction in your multigenerational family business? Dive into the pivotal issues of technology, work ethic, and continuity that frequently ignite tensions in family-run enterprises. Trust me, you'll want to know this. Listen to the Momentous Wealth Management podcast I was a guest on for the framework that makes a significant difference with family and co-founded businesses: https://lnkd.in/e4PdHEYZ #businessadvice #familybusiness #familyenterprise #familyoffice #businesstips

Did you catch today's live session with CXR? Plum's Jason Putnam joined Chris Hoyt and Gerry Crispin on the Recruiting Community podcast to discuss the widening #CompanyCulture gap. Is #culture more about business objectives or moral imperatives? What strategies might bridge these perspectives? Together, they explore the potential impacts of not needing to choose. Watch the recording here: https://hubs.la/Q02y0sZF0

Episode 21 of "The Financial Advisor Authority Podcast" just dropped! In today's episode, we're going to talk about high-net-worth clients. These clients present a unique opportunity and a unique challenge for financial advisors. They have specific needs, concerns, and expectations that differ from the average client. So, how can financial advisors identify and connect with these high-net-worth individuals effectively? Well, I have some ideas! Link in the first comment. #financialadvisormarketing #financialadvisor #wealthadvisor

I listened to Bill Ackman on the Lex Friedman Podcast last week. I've been a follower of Bill's for years and highly respect him as a thought leader on everything from business to politics to current culture. Here are my top three takeaways from the episode: 1 - You can do a LOT with a little. Pershing Square has almost $20B worth of assets under management and 30 employees. That is an incredible business built around true A players. 2 - It's not over till it's over. Bill has a tremendous ability to program his mind in a way that allows him to stay in the fight a lot longer than others. He's well-researched and takes huge positions with massive conviction in his portfolio. He has had several examples where the press or general public has tried to dissuade his POV and cripple his reputation only to come back on top in the end. 3 - Question the common narrative. Just because something is done with good intentions doesn't make it right. His thoughts on Harvard and the DEI movement are incredibly insightful and nuanced. Always ask questions and seek to understand not seek to react. If you're interested, take a listen below! https://lnkd.in/gA4WKSca

In a PE port-co, “people planning” isn’t a one-and-done exercise. It should be an ongoing conversation—embedded into your planning and board rhythms. → “Based on where we’re going next: Who do we need aboard? In what roles? Focused on what?” Great convo with Alex Rawlings on The Private Equity Podcast! #PrivateEquity #Talent #HumanCapital