Les meilleurs podcasts Mindy M (2024)

1
23: 10 Favorites That You Need 31:53

11h ago31:53

31:53

Get ready for a dose of inspiration! In this episode, Mindy and Cheryl reveal their top 10 must-have products that are making a big difference in their daily lives. From game-changing skincare to delicious foods that fuel their goals, they’re sharing the best of the best. Tune in now and get inspired to elevate your journey. Links to all the produc…

1
How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors 48:29

20h ago48:29

48:29

With Carl Richards—CFP™, Content Creator, Thought Leader Overview Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve client…

1
The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life 55:18

8d ago55:18

55:18

With Nate Harris, Founder, Covenant Capital Overview Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him t…

1
The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years 51:22

15d ago51:22

51:22

With Justin Berman—Co-Chairman at Cresset and Founder of Berman Capital Advisors Overview Justin Berman demonstrates an important concept: Change is constant. After a novel leap from Goldman Sachs to independence in 2010 and building the business from $1B to $5B in 10 years, he decided he needed to make a change to provide an even greater impact on…

1
22: Man, I Wish I Knew That! (advice for our younger selves) 29:41

16d ago29:41

29:41

With the benefit of over 40 years of living life, Mindy and Cheryl share some advice for their younger selves in this episode. Listen for encouragement and possibly a new way to approach midlife. We are so glad you are here. Want to stay in touch? Follow us on social media: Mindy - @strongover40_dietitian Cheryl - @training.with.cheryl Mindy & Cher…

1
Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses 56:20

22d ago56:20

56:20

With Michael Henley, Founder & CEO of Brandywine Oak Private Wealth; Matt Liebman, CEO of Amplius Wealth Advisors, Jerry Davidse, CEO of Presilium Private Wealth Overview Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a …

1
Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision 31:10

29d ago31:10

31:10

With Mindy Diamond and Jason Diamond Overview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in… > Download a transcript of th…

1
21 : A New Adventure: Cheryl's Children's Book Celebration 33:34

30d ago33:34

33:34

This week on Sweat & Laughter we are recapping a really special event. Cheryl officially launched her children’s book, The Adventures of the Red Shoe with an unforgettable Meet the Author and Illustrator event. In this episode, we share some of the behind-the-scenes fun, the inspiration behind the story, and recall many sweet moments. Listen as we …

1
What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO 45:27

1M ago45:27

45:27

With Gordon “Gordy” Abel, CMO, Dynasty Financial Partners Overview Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition, and more for employees of an established firm or someone just launching a new independent entity. …

1
20: 6 Reasons You Are Not Seeing Results 27:57

1M ago27:57

27:57

In this episode, Mindy and Cheryl tackle the pressing question: "Why am I not seeing the results I’m striving for?" You might be surprised by their insights. Discover a few simple adjustments that could lead you to achieve the outcomes you're aiming for. Curious about how Diet Culture might be sabotaging your progress? Don't miss Episode #13, "Diet…

1
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B 50:40

2M ago50:40

50:40

With CEO Jason Andrews, & COO Ross Bauer, Founders of Merritt Point Wealth Advisors Overview The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted i…

1
Unleashing Wellness: Dr. Mindy Dunagan discusses Focused Interventions with the Indivisible Self Model 27:48

2M ago27:48

27:48

Mindy Dunagan, PhD discusses her dissertation research, focusing on the wellness levels of female college athletes using the Indivisible Self Model by Meyers and Sweeney. The podcast emphasizes the importance of a focused, client-driven approach in therapeutic settings and highlights the effectiveness of brief, targeted interventions in improving w…

1
The Dream Team Effect: How Mastering Team Dynamics Can Drive Performance, Growth, and Excellence 48:35

2M ago48:35

48:35

With John Bowen, CEO and Founder, CEG Worldwide, LLC Overview Industry coach John Bowen demonstrates how building and fostering the development of your “Dream Team” can be the game changer your business is waiting for. It’s an episode that serves as a free coaching session with actionable advice for employee advisors and business owners alike. List…

1
How to Find Your Allies 39:53

2M ago39:53

39:53

21. Do you have people you can count on when challenges arise in business and in life? Each of us needs allies, those people we can reach out to when times get tough, while we're navigating a career pivot, or during that all-consuming new job hunt. In this episode, we have a very special guest, Jason Rosser, my amazing life partner who is definitel…

1
19: Cooking Shows, Dog Walking, and Shifting Careers. 27:02

2M ago27:02

27:02

In this episode, Mindy and Cheryl explore the stories of a few famous people who shifted or completely changed their career paths later in life and went on to find great success. If you’re thinking about making a shift or just need a dose of inspiration, this episode is packed with stories to motivate and show you what’s possible in midlife and bey…

1
Mid-Year Report on Deals, Transitions, and Recruiting 42:59

2M ago42:59

42:59

With Louis Diamond and Jason Diamond Overview Using the Diamond Consultants trademark data-driven analysis and insights on recruiting and deals, Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year. Listen in… > Download a transcript of thi…

1
Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space 57:36

2M ago57:36

57:36

With Matt Brown – Founder, Chairman, & CEO, CAIS Overview Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts …

1
Pressure Canning Basics - You Can Do It! 20:45

2M ago20:45

20:45

Pressure canning is not as scary as many people think! If you use an Instant Pot, you can easily use a pressure canner. Let's chat about what you need, common questions, and get you excited to try this method of preserving food! This post is sponsored by Roots and Harvest, your GO-TO for all things preserving. Use code: ERYN15 FOR 15% off your enti…

1
18: Should You Be Intermittent Fasting? 32:25

2M ago32:25

32:25

Intermittent Fasting is so popular right now, but should YOU be doing it? Mindy shares her insights and opinions as a Registered Dietitian. We discuss what it is, why some people do it, and if it's worth the hype. In this episode, Mindy and Cheryl also suggest listening to a few of their previous episodes: Episode 8 - Let's Talk Functional Medicine…

1
Water Bath Canning + Farm Update 38:44

3M ago38:44

38:44

Water bath canning is a great way to dip your toes into the world of preserving your garden harvest. Let's chat about what you need, common questions, and my go-to must can items. Hint (Below is a few of my favorite recipes from my blog) Canned pizza sauce recipe Canned Salsa Canned Tomatoes Canned Peach Salsa Canned Apple Sauce This post is sponso…

1
Becoming the Clients’ Financial Concierge: $2B UBS Breakaways Set Their Sights on Being Fiduciaries for the Long-Term 1:06:13

3M ago1:06:13

1:06:13

The first breakaway team to join Beacon Pointe Advisors offers a perspective on change at the wirehouses, the value of being a true fiduciary, the responsibility to a client and advisor’s business on serving an expanding list of client needs, taking a long-term look at the business, and much more.

1
Succession and Liquidity: Key Considerations and Options for Founders and Next Gens 56:29

3M ago56:29

56:29

Succession and monetization are hot topics for advisors in every model. LPL Financial’s Liquidity and Succession program representatives discuss what advisors, independent business owners, and next gens need to consider as they grow their businesses and explore long-term and short-term options, plus best practices to prepare for a transition and ma…

1
17: Copperheads and Commitments 21:52

3M ago21:52

21:52

Mindy and Cheryl catch up with life happenings, including an update on Cheryl’s new book. They reveal an important missing piece that could be keeping you from success. Listen for the missing piece and more. We are so glad you are here. Want to stay in touch? Follow us on social media: Mindy - @strongover40_dietitian Cheryl - @training.with.cheryl …

1
Playing the Long Game: Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm 47:01

3M ago47:01

47:01

Jeff Brown wore many hats in his career as he transitioned his book of business from the wirehouses to independence. Yet a nagging “what if” feeling inspired him to conduct strategic due diligence, leading him first to sell a minority stake in his business and later a majority stake. Now, as President of Stratos Private Wealth, he shares a unique j…

1
16: 3 Things We Wish Everyone Knew 29:28

3M ago29:28

29:28

As a Registered Dietitian and a Personal Trainer, Mindy and Cheryl, share 3 things they wish everyone knew. You might be surprised by what you hear. We are so glad you are here. Want to stay in touch? Follow us on social media: Mindy - @strongover40_dietitian Cheryl - @training.with.cheryl Mindy & Cheryl - @mcfitadventures Email us: mcfitadventures…

1
Sustainable and Scalable Growth: A Leading Coach’s Advice on How to Achieve it 47:06

4M ago47:06

47:06

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business. It’s like having a free session on growth with one of the best coaches in the business.

1
14 Ways To Preserve Your Garden Harvest 25:00

4M ago25:00

25:00

Welcome to "Preserve Your Harvest," a summer podcast series dedicated to helping you make the most of your garden bounty. Each week, we'll explore a different method of food preservation, from canning and freezing to fermenting and drying. Whether you're a seasoned homesteader or just starting out, you'll find practical tips and expert advice to ke…

1
Mastering Your Finances as an Independent Contractor: Simplify and Thrive with Expert Help with David Ragland, CFP 33:12

4M ago33:12

33:12

In this episode, Jackie talks with David Ragland, CFP, about crucial business strategies for independent contractors, emphasizing simplicity and the importance of building a team of experts. Key Takeaways: Keep It Simple: Focus on simplifying business operations and day-to-day activities. Leverage Expertise: Build a team of professionals to support…

1
Build, Grow, and Scale: How a Young Bank Brokerage Team is Achieving Their Goals in Independence 51:50

4M ago51:50

51:50

Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to: Build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.

1
15: Cheryl Has a Big Announcement! 26:51

4M ago26:51

26:51

In this episode, Mindy chats with Cheryl about a new adventure. They talk about the process of starting, getting off course, and finally completing a project. Listen for Cheryl's big annoucement. We are so glad you are here. Want to stay in touch? Follow us on social media: Mindy - @strongover40_dietitian Cheryl - @training.with.cheryl Mindy & Cher…

1
Buying, Selling, or Transitioning Your Business: An Attorney’s Advice 53:51

4M ago53:51

53:51

Expert industry attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move, plus how to prepare your business for change, with actionable best practices to adopt today.…

1
Are You Vulnerable? An Advisor’s Guide to Surviving and Thriving in a Hyper-Compliant Environment— A Special Industry Update 37:56

4M ago37:56

37:56

In a world managed to the lowest common denominator and driven by heavy-handed compliance, every employee advisor is vulnerable. In this episode, Mindy and Louis break it all down, share warning signs all advisors should pay attention to and proactive steps an advisor can take to protect themselves.

1
14: Summer Staples for Success 44:01

4M ago44:01

44:01

In this episode Mindy and Cheryl share their must-have pantry and fridge staples for an easier summer. Listen for some of their “go tos” to keep your summer meals effortless and balanced! We are so glad you are here. Want to stay in touch? Follow us on social media: Mindy - @strongover40_dietitian Cheryl - @training.with.cheryl Mindy & Cheryl - @mc…

1
Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment 57:17

4M ago57:17

57:17

Building a firm from $120mm in assets to over $7.5B in just 6 years is an incredible feat. Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their astounding success.

1
Mastering Clinical Notes: Simplifying the Art of Note Taking for Clinicians 18:26

5M ago18:26

18:26

Host: Jackie Dunagan, LMFT, AAMFT Approved Supervisor Episode Summary: In this solo episode, Jackie dives into the often challenging task of record keeping, focusing primarily on note-taking for clinicians. Jackie shares her personal experiences and confesses to not being naturally organized, highlighting the common struggle among right-brained cli…

1
A Blueprint for Building a Wealth Management Enterprise to $3B and Beyond 39:44

5M ago39:44

39:44

After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how the decision to break away led to tremendous growth.…

1
13: Diet Culture Sucks 32:38

5M ago32:38

32:38

Mindy and Cheryl talk all things diet culture in this episode. They are sharing some of the history about when it started, current diet-y trends, and how to navigate through the inaccurate bullshit in the ultimate pursuit of weight loss and thinness. We are so glad you are here. Want to stay in touch? Follow us on social media: Mindy - @strongover4…

1
Children On The Homestead + Homeschooling | How we do it all! 45:04

5M ago45:04

45:04

In this episode, we talk about children on the homestead, while also homeschooling and how we do it all! I hope this is an encouraging episode for anyone thinking of incorporating one or both of these, homeschooling and/or homesteading into their lives. This episode is sponsored by Roots and Harvest, a family owned company that has everything you n…

1
Building a $6B+ Firm by Listening to Clients: The Formula for Mastering Excellence and Creating a Superstar Enterprise 56:54

5M ago56:54

56:54

Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellence” for his clients and the NorthRock team.…

1
Minors in Counseling: Best Practices with Rebekah Jones, LPC, CPCS 31:58

5M ago31:58

31:58

In this episode, Rebekah Jones, LPC, CPCS, shares how she lays the groundwork for her work with minors. If you are like me, it feels like there are a lot of t’s to cross and i’s to dot when you work with minors. Rebekah certainly made it feel a lot more manageable for me, although I’m still sticking with adults. We discuss how she navigates getting…

1
Sunshine & Soil: Balancing Summer Fun with Gardening 43:32

5M ago43:32

43:32

In this episode, we talk about gardening while maintaining a social life during the summertime. Is it possible? Yes! With these 5 tips This episode is sponsored by Roots and Harvest, a family owned company that has everything you need for your homestead journey. Roots and Harvest Website Use code: RH15FS for 15% off + free shipping over $40 Some of…

1
$10B Summit Financial’s 3X Growth in 4-Years: The Story Behind the Rise of a 42-Year-Old RIA 56:46

5M ago56:46

56:46

The Director of Business Development and Growth, Ed Friedman, shares the secret sauce driving Summit’s growth surge. It’s a perspective on the evolved independent space, with actionable advice on culture, outsourcing, the value of minority investors, and other essential insights for advisors and business owners.…

1
How the FTC’s Rule on Non-Competes May Impact Financial Advisors: An Attorney’s Perspective 29:17

5M ago29:17

29:17

Attorney Matt Baum breaks down the facts on the latest FTC Noncompete Rule, the potential impact on an advisor’s business, current agreements, the ability to transition, and more.

1
12: I Need More Yoga in My Life 49:31

5M ago49:31

49:31

Join Mindy & Cheryl as they welcome their friend, Sheri Young, to the show. Sheri shares her passion for teaching yoga, pilates and other fitness formats. We talk about her journey to becoming a fitness instructor and the benefits these formats provide. "Yoga may not be your thing, but yoga will help you do your thing that much longer." --Sheri You…

1
Session Fees: What To Charge? with Dr. Wendy Dickinson Ragland 31:05

5M ago31:05

31:05

Dr. Wendy Dickinson Ragland, joins us today to discuss considerations with regard to setting clinical fees. In this podcast, Dr. Dickinson and I have an open chat about setting fees for your clinical work. In this podcast, we discuss: Considerations with regard to setting an appropriate fee When you might want to consider lowering your fee or doing…

1
A $1B+ Wells Fargo Breakaway Team Gets Re-Energized in a New Model 1:02:16

6M ago1:02:16

1:02:16

In building a $1B business at Wells, Angie Ostendarp and Jordan Raniszeski realized they had outgrown the model, which limited their ability to serve their clients and continue their growth trajectory. They share why supported independence was the right fit and how it’s changed their path toward the future.…

1
Counseling+FITNESS with Lauren and John Busing 34:56

6M ago34:56

34:56

In this episode, we discuss how fitness and yoga can be used as a supplement to mental health counseling. Lauren and John Busing discuss their approach to wellness and fitness. John and Lauren are the owners of MOVE+breathe in Cumming, GA. About Lauren and John Lauren Reese Busing, E-RYT 200 and Certified Yoga Tune Up® Teacher, is co-owner of MOVE+…

1
Finding Joy in the Waiting | We Got Our Milk Cow! 41:26

6M ago41:26

41:26

Welcome to our latest podcast episode, where we jump into the journey of adding our newest addition to the homestead: Lilac, our already cherished Jersey cow. Listen as I recount the anticipation, joy, and invaluable lessons learned throughout the years of waiting for this moment. Grab your favorite coffee or tea and join us I we share the magical …

1
How Badly Do You Want It? A Process to Help Assess Whether Change is “Worth It” — A Special Industry Update 35:00

6M ago35:00

35:00

In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition. In this special episode, Mindy and Louis Diamond share a process for answering the seminal question: Is change really worth it?

1
From Brooder to Butcher: John Moody's Expert Tips for Raising Meat Birds 1:02:44

6M ago1:02:44

1:02:44

Join us on this episode of Homestead Journey with John Moody, an expert and one of the who's who in the homesteading movement. We'll explore his journey into homesteading, his experiences with raising meat birds, and practical advice for beginners. From the essentials for raising meat birds to overcoming common challenges, John shares insights to a…

Podcasts qui valent la peine d'être écoutés

Mindy M Podcasts

Podcasts qui valent la peine d'être écoutés

Guide de référence rapide