Les meilleurs podcasts Advisors Assemble (2024)

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Advisor Avengers: Assembling Your Network with Carilu Dietrich - The Transaction - Ep # 28 45:59

20d ago45:59

45:59

In this episode, Matt and Craig explore the role of advisors in driving B2B business growth with Carilu Dietrich, an ex-CMO and current hypergrowth advisor to CEOs and CMOs. Carilu shares her insights on the importance of having a skilled team of advisors to support executives, highlighting the need for different types of advisors at various growth…

1
Mindfulness For Financial Goals With Dr. Teresa Yeh 56:46

1d ago56:46

56:46

In this episode, Nino Gonzalez dives deep into the concept of mindfulness for financial goals with clinical psychologist Dr. Teresa Yeh. They explore how early life experiences shape our relationship with money, the role mindfulness plays in achieving financial and personal goals, and practical tips for incorporating mindfulness into everyday life.…

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Episode 13: 'Talking Ads' With Special Guest, Louise Brogan! 50:19

3d ago50:19

50:19

In the latest episode of Talking Ads, the team welcomes LinkedIn expert Louise Brogan, who discusses three innovative messaging-style ads from the platform, offering fresh insights while sharing valuable LinkedIn strategies. Alongside her advertising analysis, Louise updates listeners on her YouTube journey and its new goals, all infused with plent…

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RCC + Leger 2024 Holiday Consumer Survey with Luc Dumont, SVP Insights & Adrian Bachmann, AVP, Leger + Sean McCormack, VP Moneris 56:52

5d ago56:52

56:52

On this episode a recording of the RCC x Leger Holiday Shopping livestream dissecting the 7th annual, 2024 RCC+ Leger Holiday Shopping Survey. We discuss holiday shopping dynamics and navigate what sales and value mean this year, gift card preferences, online vs. in-store shopping trends, and key factors driving retailer choices. My guests Luc Dumo…

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Real Estate Flipping Tips With Cori Zigman 50:55

6d ago50:55

50:55

In this episode, Nino Gonzalez and Pei Chen dive deep into real estate strategies with special guest Cori Zigman. With a wealth of knowledge, Cori shares essential real estate flipping tips, discussing the highs and lows of flipping, long-term rentals, and passive income. Whether you're new to real estate or an experienced investor, Cori's journey …

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Align and Conquer with Carlos Hidalgo - The Transaction - Ep # 30 49:36

6d ago49:36

49:36

Today Matt and Craig open the floodgates to actionable marketing insights with seasoned guest, Carlos Hidalgo Co-Founder and CEO of Digital Exhaust. The episode focuses on the landscape of marketing, shedding light on the challenges and missteps related to AI, new technologies, and the tendency to chase after shiny objects. It examines the struggle…

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Investment Risk Management: Navigating The Harsh Realities 50:36

8d ago50:36

50:36

In this episode, Nino Gonzalez and Pei Chen dive into the essential topic of investment risk management. Whether you're managing your finances alone or alongside a partner, navigating investment risks is critical. Nino and Pei share personal insights on how to communicate financial challenges, handle losses, and develop a proactive strategy to prot…

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Bald Governance: Collin Pullar of the SCSA 48:48

8d ago48:48

48:48

In this episode, host Munir Haque interviews Collin Pullar, President of the Saskatchewan Construction Safety Association, in-demand speaker, contributor to Canadian business magazines, and host of The Bald Leadership podcast. The SCSA provides construction, safety training, advisory and auditing services for over 10,000 companies, and when combine…

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#78: Jake Schwartz, Co-Founder and former CEO of General Assembly—Navigating startup chaos, what a startup and the Beatles have in common, and the wisdom of looking back on the journey 1:13:13

9d ago1:13:13

1:13:13

Jake Schwartz is a serial entrepreneur, investor and advisor. Until 2020, Jake Schwartz served at CEO of General Assembly (GA), the global leader in education and career transformation, which he co-founded in 2011. He grew GA to over 1,000 employees on five continents. In 2018, GA was acquired by The Adecco Group. Jake Schwartz co-founded and serve…

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LV= General Insurance - Sam Mears 31:39

10d ago31:39

31:39

In this discussion, Alex Curtis is joined by Sam Mears, Regional Account Manager at LV= General Insurance to elaborate on the company's innovative service approach tailored for GI intermediaries, highlighting initiatives like awareness-raising round table events and user-friendly smartphone technology designed to streamline the client experience an…

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ENCORE EPISODE: Michael Bungay Stanier & How to Work with (Almost) Anyone 25:46

12d ago25:46

25:46

In this special ENCORE EPISODE worth a second, or perhaps your first listen, meet Toronto-based Michael Bungay Stanier, best known for The Coaching Habit, the best-selling coaching book of the century, today talking with me about his most recent book, How to Work with (Almost) Anyone. It's a fantastic conversation. Michael is a thoughtful and engag…

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Healthy Meal Prep Made Simple 49:32

13d ago49:32

49:32

In this episode of Finding Financial Fitness, Nino Gonzalez and Pei Chen delve into the practical world of healthy meal prep. They share their personal strategies for saving time and money while staying committed to healthy eating, whether at home or on the go. Nino offers insights on balancing meal prep with a busy lifestyle, debunking common myth…

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Building Trust and Reputation in Today's Market with Jon Miller - The Transaction - Ep # 029 48:54

13d ago48:54

48:54

In this episode, Matt and Craig welcome Jon Miller, Co-Founder of both Marketo and Engagio, who discusses the evolution of B2B marketing and sales strategies. They critique traditional methodologies like MQLs and programmatic email marketing, stressing the need for creativity and relationship-building. Key themes from this episode include the signi…

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A Mentor’s Guide To Mastering Infinite Banking With Mike Everett 45:32

15d ago45:32

45:32

Discover the secrets to financial freedom and build a lasting legacy with Mike Everett, a seasoned IBC practitioner. Join us as we delve into the world of Infinite Banking with Mike Everett, a passionate advocate for financial independence. In this enlightening conversation, Mike shares his personal journey, invaluable insights, and practical tips …

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Google Ads Keyword Types - Alex Curtis 12:59

17d ago12:59

12:59

Following the solo episodes on Google Campaign Types and Google Bidding Types, Alex Curtis is back to talk more about Google Ads but this time to focus specifically on Keyword Types. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…

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Most Embarrassing Money Topics 23:31

17d ago23:31

23:31

Understanding all aspects of your #financial life is crucial to becoming confident about #money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode of #MoneyGuidewithMarySterk, we shed light on the top 10 most embarrassing money topics - and how to start communicating about them.#taboo #spending #keepingup…

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Financial Lessons From American Pickers 24:05

17d ago24:05

24:05

What is that old stuff worth? In this episode of #MoneyGuidewithMarySterk, we share some fun #financial lessons learned from the popular TV show #AmericanPickers.#roadtrip #retirement #collections #memories #collectors #antiques #emotions #supplementalincome #antiquing #selling #inventory #buying #profit #networking #toys #keepsakes #valuables #thr…

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Retirement Rules Of Thumb 22:46

17d ago22:46

22:46

There are lots of Rules Of Thumb - but which ones make sense for you? In this episode of #MoneyGuidewithMarySterk, we share some #Retirement Rules of Thumb worth paying attention to!#retirementplanning #savings #risk #socialsecurity #probability #inflation #ruleof72 #interestrates #lifeinsurance #salary #benefits Feat Mary Sterk & Julie ChadwickSub…

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When Do You Need A Financial Planner? 24:30

17d ago24:30

24:30

If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars, life would be very simple! But since things are a bit more complex, you may need a #financialplanner to help guide you along the way. In this episode of #MoneyGuidewithMarySterk, we share the most common times people need the services of a plan…

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Meet Dr. Rebecca Homkes, author of "Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times" 29:00

19d ago29:00

29:00

Meet Dr. Rebecca Homkes, who talks about the thinking behind her latest book "Survive, Reset, Thrive: Leading Breakthrough Growth Strategy in Volatile Times," a must-read book that offers a powerful framework for navigating today's volatile business environment. We introduce Rebecca's background and professional journey before delving into the book…

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Understanding Public Health: Navigating The Complexities Of Public Health With Dr. Dustin Moore 57:35

20d ago57:35

57:35

Public health is more than just statistics and policies. It's about the intricate interplay between individuals, communities, and the environment. In this thought-provoking conversation, Dr. Dustin Moore discusses the multifaceted nature of public health. He explores the challenges of communicating complex health information, the importance of evid…

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#77: Jake Kloberdanz, One Hope Winery Co-founder — Building “Girl Scout Cookies” for adults, building community, and scaling philanthropy 1:22:00

22d ago1:22:00

1:22:00

Jake Kloberdanz is the founder of ONEHOPE, a pioneering wine brand with a mission to create a positive social impact. Under his leadership, ONEHOPE has donated tens of millions of dollars to over 40,000 non-profits and grown from zero to producing over one million bottles per year. The company boasts a world-class vineyard in Napa Valley and has ga…

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The Secret Weapon for Business Growth: Building Business Credit With Jeff Shada 1:08:32

22d ago1:08:32

1:08:32

Are you struggling to grow your business because of limited funding? Business credit can be a powerful tool to unlock opportunities and reach new heights. However, building business credit is different from personal credit and requires a strategic approach. This informative podcast episode dives into the world of business credit With Jeff Shada, th…

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Get Off Your ‘S’ and DO Governance! with Melinda Park, Partner at BLG LLP 54:05

22d ago54:05

54:05

In this episode, host Munir Haque interviews Melinda Park, a partner at Borden Ladner Gervais LLP, who made history as the first woman to chair the firm's board. With over 20 years of legal experience in corporate governance, securities, and capital markets, Melinda discusses how her career journey has been driven by a fascination with how corporat…

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The Lead Ladies - Room 101 With Justin Moy 43:38

24d ago43:38

43:38

This time The Lead Ladies are joined by the managing director of Essex-based brokerage, EHF Mortgages to share his personal pet peeves and a few light-hearted, industry related ones! Follow Justin on LinkedIn. Visit EHF Mortgages here. Visit Newspage here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design…

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Assembling a Winning DTC Retail Strategy with Frédéric Aubé, Founder and CEO of Cozey 25:55

26d ago25:55

25:55

In this episode, meet Frédéric Aubé, the visionary founder and CEO of Cozey, a fast-growing player in the North American home furnishings market. Fred’s journey began with a simple observation during his days as a McGill University student: the frustration of moving bulky furniture through tight spaces in Montreal apartments. Inspired to make life …

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The Truth About Dieting: Debunking Myths And Misconceptions 48:07

27d ago48:07

48:07

In this episode, Nino Gonzales and Pei Chen explore the realities behind popular diet trends, with a special focus on intermittent fasting for weight loss. Nino sheds light on why many diets, despite their promises, often lead to misconceptions about how weight loss truly works. By discussing the science of caloric intake and the importance of nutr…

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Triple T POV with Dan Gottlieb- The Transaction - Ep # 27 57:06

27d ago57:06

57:06

In this episode, Craig and Matt host Dan Gottlieb, Vice President Analyst at Gartner. They discuss sales strategies, highlighting the need for modern sales organizations to rethink their talent strategies, simplify sales processes, and intelligently apply technology. Dan shares insights from Gartner research on the competencies of high-performing s…

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How To Assemble A Winning Team 46:03

29d ago46:03

46:03

Building a team is like assembling a puzzle. Each piece is essential, but it’s the way they fit together that creates a complete and compelling picture. Discover the power of building a diverse team to achieve financial fitness and personal growth with Nino Gonzales and Pei Chen in this insightful episode. They share how their experiences show that…

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Episode 12: 'Talking Ads' with Alex, Steph and Tessa 23:24

1M ago23:24

23:24

Alex, Steph and Tessa share the adverts that have caught there eye this time, including Hannah's advert in her absence that has them fooled! Cats and dogs, roofing and makeup take the lead for this episode... We recommend you view all the adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. If you…

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ENCORE EPISODE: "All Pride, No Ego": A Queer Executive's Journey to Living and Leading Authentically with retailer Jim Fielding 33:02

1M ago33:02

33:02

Jim Fielding's dynamic career has spanned senior leadership roles at top global brands, including Disney, DreamWorks, and Twentieth Century Fox, anchored in experience and an early career at The Gap, Lands' End, and as CEO of Claire's Stores; He joins me in an exclusive interview to talk about this new book ALL PRIDE, NO EGO: A Queer Executive's Jo…

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Multifamily Investing: Your Key To Financial Independence With Kishor Rao 38:25

1M ago38:25

38:25

A seasoned tech expert turned real estate visionary, Kishor Rao is more than just an investor; he's a catalyst for change. With a proven track record in tech and real estate, Kish has mastered the art of turning dreams into reality. His investment club is more than just a group; it's a community of like-minded individuals committed to growth and su…

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Navigating Market Success with AJ Gandhi - The Transaction - Ep # 26 53:52

1M ago53:52

53:52

In today’s episode, Matt and Craig are joined by AJ Gandhi, Chief Growth Officer at Marlin Equity. The discussion is an in-depth exploration of go-to-market (GTM) strategies. They cover the importance of core selling skills, the impact of over-reliant sales enablement tools, and the undervalued power of creative marketing. AJ emphasizes the critica…

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#76: Susan McPherson, Founder and CEO of McPherson Strategies — Investing in dormant ties, networking superpowers, and converting nerves into strength 41:19

1M ago41:19

41:19

Susan McPherson is a serial connector, angel investor, and corporate responsibility expert. As the founder and CEO of McPherson Strategies, a communications consultancy focused on brands and social impact, she brings over 30 years of experience in marketing, PR, and sustainability communications. Susan is the author of The Lost Art of Connecting an…

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Unlocking Real Estate Wealth Through Private Money Lending With Jessica Tavison 42:54

1M ago42:54

42:54

Private money lending is a powerful strategy for real estate investors to grow their wealth. In this episode of the Finding Financial Fitness show, hosts Nino Gonzalez and Pei Chen interview Jessica Tavison, a young entrepreneur who connects private lenders with real estate investment opportunities. Jessica shares her journey from massage therapist…

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Canada-UK Diplomacy & Governance with the Honourable Ralph Goodale, Canada's High Commissioner to the United Kingdom 58:20

1M ago58:20

58:20

In this episode of The Boardroom 180 Podcast, host Munir Haque invites the Honourable Ralph Goodale, Canada's High Commissioner to the United Kingdom, to share insights on diplomatic relations and governance. The conversation covers the importance of anticipating global trends and how challenging it has become with the increasing pace of change and…

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Google Ads Bidding Types - Alex Curtis 18:25

1M ago18:25

18:25

Alex continues to breakdown the Google Ads jargon this time with focus on the different bidding types. He shares what Google says about them, how they work and his experience using them. On this episode, Alex covers the following: 1. Manual CPC Bidding 2. Maximise Clicks Bidding 3. Smart Bidding 4. Target CPA Bidding Brought to you from the team at…

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Retail Marketing State-Of-The-Nation and Predictions for the Future with John Fanous, Head of Industry, eCommerce & Omni-Channel Retail, Google 42:50

1M ago42:50

42:50

In this episode, recorded live at the RCC Retail Marketing Conference in Toronto, join me for a fast-paced discussion with John Fanous Head of Industry, eCommerce & Omni-Channel Retail, Google. We cover the current marketing strategy, communications, tools and tricks to reach an increasingly saturated, diverse shopper and reluctant media consumer. …

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From Siloed Heroics to Aligned Growth Playbooks with John Common - The Transaction - Ep # 25 57:35

1M ago57:35

57:35

In this episode of 'The Transaction,' Matt and Craig are joined by John Common, CEO of Intelligent Demand, to discuss various aspects of B2B growth strategy. The conversation focuses on the importance of different go-to-market motions, ICP targeting, and the implementation of cross-functional alignment. John stresses moving beyond tactical focus to…

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Accumulation Vs Cash Flow Mindset: The Financial Strategy That Best Aligns Your Goals 43:28

1M ago43:28

43:28

Whether you're a seasoned investor or just starting your financial journey, Finding Financial Fitness offers invaluable insights and actionable advice to help you achieve your wealth-building goals. Join hosts Pei Chen and Nino Gonzalez as they break down complex financial concepts into easy-to-understand terms, empowering you to take control of yo…

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Brain Disease & Money 26:10

1M ago26:10

26:10

When you love someone that has a #brain disease, you may find yourself in a #caregiver role both for #health and #finance. In this episode of #MoneyGuidewithMarySterk, we share ways to spot the need to offer assistance and what you can do to help with the #finances.#braindisease #braindisorders #memoryloss #cashflow #bills #budget #income #expenses…

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Velocity Banking: The Key To Put Your Money On A Fast Track To Growth 1:04:23

1M ago1:04:23

1:04:23

There is a financial hack that uses a line of credit to supercharge your debt repayment and investments. Velocity Banking is your financial hack that could make your money work harder for you. Today, Pei Chen and Nino Gonzalez delve into Velocity Banking and how it can put your money on a fast track to growth. But hold on, this strategy is not a ri…

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Google Ads Campaigns (Part 2) - Demand Gen, Call & Search 15:06

1M ago15:06

15:06

Part two of a two-part episode, Alex Curtis is back to focus on the last three different types of Google Ads campaigns. He shares what Google says about them, how they work and his experience using them. Part 2 breakdown: 1. Demand Gen Campaigns 2. Call Campaigns 3. Search Campaigns Brought to you from the team at The Lead Engine who specialise in …

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Surprising Retirement Expenses You Might Not Know About 25:08

2M ago25:08

25:08

So you think you have your retirement #budget all planned out...Think again! In this episode of #MoneyGuidewithMarySterk, we share some surprising #retirement #expenses that you might not know about.#socialsecurity #medicare #IRA #RMD #charity #401k #taxes #healthcare #longtermcare Feat. Mary Sterk & Julie ChadwickSubscribe to the “Money Guide with…

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Why Do Lottery Winners Go Broke? 24:00

2M ago24:00

24:00

You have heard the story a dozen times - former #lottery winner now is dead broke. Why does this happen? There are some reasons that seem to repeat themselves, and some strategies that you can use to avoid having this happen. If you have inherited money, won the lottery, or simply have some type of windfall money, this episode is for you! Listen in…

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The Surprising Truth About Long-Term Care Insurance 24:40

2M ago24:40

24:40

Long-Term Care #Insurance can be both confusing and costly. In this episode of #MoneyGuidewithMarySterk, we will eliminate the complexity. Listen as we explain in simple terms how typical policies work, and how to compare pros and cons of different types of #coverage.#longtermcare #assets #hybrid #budget #moneymanagement #bills #beneficiary #benefi…

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Carson’s Garden + Market Founder & CEO Carson Arthur 27:17

2M ago27:17

27:17

In this episode, Meet Carson Arthur and hear about his journey from a media personality to an independent small retailer, launching Carson's Garden & Market in Prince Edward County. Carson shares his product sourcing strategies and challenges, advice for his fellow indie retailers, SMB growth strategies for governments, and plans for an exciting fu…

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Pitching the Promised Land with Andy Raskin - The Transaction - Ep # 24 50:04

2M ago50:04

50:04

Today Craig and Matt welcome guest Andy Raskin, a renowned figure in the B2B space. The discussion revolves around the importance of creating impactful sales narratives. They discuss the structure and strategy behind compelling sales decks, leaning on examples like the famous Zuora deck. Andy shares insights on transitioning from founder-led sales …

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Financial Personality Types: Understanding The Enneagram With Jeff King 43:08

2M ago43:08

43:08

Discover how financial personality types can revolutionize your approach to money and relationships. Host Nino Gonzalez and Enneagram expert Jeff King explore the Enneagram system, revealing how your personality influences financial habits. Learn to align your money strategies with your innate tendencies for better outcomes. This episode offers fre…

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#75: Jeff Shiner, CEO of 1Password — Earning the right to lead, how to thrive while bootstrapping your company, and how to hire senior executives 1:09:48

2M ago1:09:48

1:09:48

Jeff Shiner is the CEO of 1Password, a leader in human centric security and privacy. Since joining in 2012, Jeff has grown the company from 20 people to a 900-employee global organization with a $6.8 billion valuation. Today, 1Password enables over 100,000 businesses and millions of individuals to navigate the digital world without fear or friction…

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