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The Innovators & Investors Podcast


1 Transforming Due Diligence with AI: Wokelo’s Automation of Private Market Research and Risk Analysis 44:11
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In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sid Masson, co-founder and CEO of Wokelo AI, to explore how their platform is transforming due diligence and research workflows in private equity, venture capital, consulting, and banking. Sid shares the origins of Wokelo AI, born from firsthand experience with the tedious and error-prone aspects of manual data analysis, and how their agent-driven platform automates complex data synthesis—turning scattered public and proprietary datasets into tailored, actionable insights and well-crafted deliverables. The conversation delves into the nuanced approach Wokelo takes toward risk assessment by integrating unconventional signals from social media, user reviews, and expert interviews, aiming to provide a comprehensive and balanced view beyond traditional metrics. Sid also discusses the evolution of their product from a single-feature diligence tool to a versatile, no-code platform empowering users to build customized AI agents that fit unique workflows. The episode highlights key lessons learned in product design, emphasizing founder-led UX development early on, and the strategic decisions around hybrid remote work culture to attract and retain top talent globally. Sid offers candid reflections on fundraising challenges during a tough market, the importance of investor alignment beyond capital, and how they allocate resources prioritizing rapid product innovation ahead of scaling sales and marketing. Listeners gain valuable perspectives on navigating startup growth, maintaining culture, and leveraging AI to augment—not replace—human expertise across the investment lifecycle. Sid closes with personal insights on adaptability, discipline, and continuous learning that have shaped his entrepreneurial journey, making this episode a rich resource for founders, investors, and professionals interested in the intersection of AI and private market research. For more information, visit wokelo.ai or contact Sid directly at sid@wokelo.ai. Learn more about Wokelo AI work at: https://www.wokelo.ai/ Connect with Sid Masson on LinkedIn at: https://www.linkedin.com/in/siddhantmasson/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
Be BOLD Branding
Tout marquer comme (non) lu
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Contenu fourni par BrandFace. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par BrandFace ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Tonya Eberhart & Michael Carr (BrandFace) interview high level Coaches, Consultants & Experts who have a life-changing message and business to share based on their own BOLD journey. Their mission is to unveil the story and the star behind the business. They also share advice for building a profitable personal brand that helps you ”change how you’re seen & charge what you’re worth”.
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308 episodes
Tout marquer comme (non) lu
Manage series 2660863
Contenu fourni par BrandFace. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par BrandFace ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Tonya Eberhart & Michael Carr (BrandFace) interview high level Coaches, Consultants & Experts who have a life-changing message and business to share based on their own BOLD journey. Their mission is to unveil the story and the star behind the business. They also share advice for building a profitable personal brand that helps you ”change how you’re seen & charge what you’re worth”.
…
continue reading
308 episodes
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Be BOLD Branding

1 Escaping Mother God’s Cult (Part 1) 21:45
21:45
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How do you expose a cult from the inside out when you were once one of its proclaimed deities? In this Part One episode, we dive into the untold origin story of Love Has Won: The Cult of Mother God with Andrew-Ryan Profaci. Andrew was Amy Carlson’s confidant, best friend, and lover during her rise as the infamous "Mother God”. This unbelievable story and its tragic ending have been featured on Dateline NBC, HBO, VICE, and numerous other media outlets. Throughout his journey, Andrew witnessed the evolution from genuine seeking to dangerous deception. His memoir, The War on Love, isn't just a survivor's story—it's the origin story that only he can tell. It was so compelling, we extended the interview. Episode Highlights: 01:36 Andrew-Ryan's Background 03:12 The Car Accident and Spiritual Awakening 04:21 Joining Love Has Won 05:39 Realizing the Truth 06:47 Leaving the Cult 09:46 Life After the Cult: Reflecting on the Experience 14:00 Spiritual Experiences 20:58 Conclusion Show Links: TheWarOnLove.com Andrew-Ryan’s Book Andrew-Ryan’s Public Speaking Info…
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What separates donors who simply give from those who create real change? In this episode, we explore strategic philanthropy with Richard Peck, founder of The Philanthropy Guy and CEO of GiveTrust, who's dedicated his career to transforming how donors, nonprofits, and advisors approach charitable giving. Richard helps nonprofits represent their "best selves" while guiding donors toward meaningful, effective giving. His mission extends beyond traditional fundraising to creating transparency, trust, and ease in the philanthropic process. Join us as we explore how this thought leader is transforming philanthropy from emotional impulse into strategic impact. Episode Highlights: 00:44 Meet Rick Peck: The Philanthropy Guy 01:38 Rick Peck's Career Journey 05:53 Understanding Emotional vs. Strategic Giving 09:43 Evaluating Charities for Effective Giving 14:13 The Role of Give Trust in Philanthropy 22:13 Non-Cash Asset Donations 24:35 Key Takeaways and Final Thoughts 25:14 How to Connect with Rick Peck Show Links: ThePhilanthropyGuy.com Money to Give - Podcast…
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What's the secret sauce that separates six-figure sponsorship earners from everyone else? We’ve invited Justin Moore, the mastermind behind CreatorWizard and author of Sponsor Magnet , to pull back the curtain on what really makes sponsors say yes. After generating over $5M in sponsorships and running an influencer marketing agency for 7 years, Justin knows exactly why some creators consistently land dream partnerships while others get overlooked. Join us as Justin shares the ‘aha’ moment that sparked his business. Coaches, consultants, and experts…this episode was created specifically for you! Episode Highlights: 01:39 Meet Justin Moore: From Engineer to Influencer Marketing Expert 02:37 The Birth of a Sponsorship Strategy 05:32 Understanding the Audience First Offer Framework 09:07 The Sponsor Magnet: Lessons Learned 11:16 The Power of Niche Audiences 23:23 Pitching to Sponsors: The ROPE Method 26:37 How to Connect with Justin Moore Show Links: sponsormagnet.com…
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How do you transform a life-altering tragedy into a blueprint for resilience? In this episode, we dive into the remarkable journey of Dean Otto, whose story proves that belief can literally bend reality. When a devastating bike accident left Dean paralyzed from the waist down, he faced a choice that would define everything: surrender to the 2% odds or activate a belief system powerful enough to defy them. What followed was extraordinary—not just his recovery, but the unlikely bonds he formed with the man who hit him and the surgeon who helped him walk again. Join us as we explore how Dean transformed personal trauma into professional purpose, proving that, “If your belief is strong enough, the odds don’t stand a chance.” Episode Highlights: 00:54 The Life-Altering Accident 03:52 The Power of Forgiveness 05:17 Miraculous Recovery and New Friendships 08:28 Going Viral and Writing a Book 09:50 Dean Otto's Background and Struggles with Alcoholism 12:35 A New Perspective and Career Shift 30:02 How to Connect with Dean Otto Show Links: Dean’s Email: rdeanotto@gmail.com DeanOttoSpeaking.com Dean’s Book on Amazon: 2% Chance: A Journey In Resilience, Recovery, And Rebirth…
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1 Leadership That Rocked The Sports World 34:24
34:24
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Join us for the remarkable journey of Coach Jim Johnson, whose three-decade basketball coaching career transformed from turning around losing programs to turning around organizational cultures. You may have heard of Coach Jim’s decision to let his autistic Team Manager Jason "J-Mac" McElwain on the court to play in the final minutes of his last basketball game as a senior. That moment created a global phenomenon, leading to features in ESPN, People Magazine, and Sports Illustrated, to name just a few. Today, Coach Johnson combines his practical championship-building experience with over 1,000 books of research and 2,000 hours of leadership content to deliver his seven keys to leadership. Join us as he reveals how the same principles that create winning teams on the court can develop champions in any industry. Episode Highlights: 02:29 Coach Jim Johnson's Early Career 05:23 Meeting Jason "J-Mac" McElwain 11:24 J-Mac's Senior Night 15:49 Media Frenzy and Aftermath 16:54 Winning the Championship: A Leadership Lesson 17:56 The Power of Vulnerability in Leadership 23:17 Aligning Mission and Values in Leadership 29:25 Key Takeaways from Coach Jim's Leadership Insights 32:16 How to Connect with Coach Jim Johnson Show Links: CoachJimJohnson.com Coach Jim’s Socials The Limitless Leadership Lounge Podcast Coach Jim’s Books Original ESPN footage of J-Mac’s final 4 minutes of the game!…
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How do you lead when lives depend on split-second decisions and there's no room for top-down delays? In this episode, we dive deep with Marc Koehler. Marc is a former U.S. Navy Nuclear Submarine Officer turned CEO. He has empowered over 55,000 leaders through his consulting firm, Lead With Purpose . While most leadership experts offer theoretical frameworks, Marc brings the real-world experience of 35+ years navigating high-stakes environments where outdated command-and-control simply doesn't work. Discover how to spot leadership gaps before they sink your team and why building leadership at every level isn't just strategy—it's survival . Episode Highlights: 00:45 Meet Marc Koehler: From Navy to CEO 03:06 The Eighth of an Inch Story 05:21 Transition to Leadership Consulting 05:47 Leadership Principles from Submarine to Business 11:34 Connecting Employees to the Mission 18:04 Dynamic Leadership and Consistency 20:22 Challenges in Leadership Transformation 24:31 How to Connect with Marc Koehler Show Links: Home - Lead With Purpose Marc Koehler | U.S. Navy Nuclear Submarine Officer | Keynote Speaker http://linkedin.com/in/marckoehler https://instagram.com/marckoehlerspeaks https://facebook.com/marckoehlerspeaks https://www.tiktok.com/@marckoehlerspeaks…
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1 Navigating The Student Mental Health Crisis 26:51
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It’s no secret that there is a mental health crisis among students, with anxiety and depression rates skyrocketing across all age groups. In this episode, we're joined by Michael Maxin, a 20-year veteran of online marketing who's traded optimizing advertising for optimizing student wellbeing. Michael has developed a video platform for K-college students that helps students navigate mental health challenges while reducing stigma around seeking support. Michael's platform connects students with vital resources and works directly with governments to expand access to mental health solutions. His mission is clear: making mental health support more accessible, relatable, and effective for students at every educational level. Episode Highlights: 01:50 The Birth of Green Ribbon Library 04:28 The Power of Video in Mental Health Education 07:16 Real-Time Data and Its Impact on Schools 11:51 Challenges and Solutions in School Mental Health Programs 14:46 Expanding Mental Health Support and Community Involvement 23:32 How to Support Green Ribbon Library Show Links: GreenRibbonLibrary.com Michael Maxin’s LinkedIn…
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What if the difference between speaking occasionally and speaking consistently isn't your talent on stage, but your booking system behind the scenes? In this episode, we explore the hidden world of speaker pipeline development with Cam Beaudoin, founder of The Frequent Speaker, who helps leaders land stages most people don't even know exist. While talented speakers stay stuck waiting for referrals or hoping the right person sees their content, Cam has built a booking agency that creates consistent opportunities for authors, coaches, and entrepreneurs to grow both their brand and bottom line. Join us as we explore how mission-driven experts can scale their speaking careers by building systems that work 24/7, landing them on stages that truly grow their influence and income. Episode Highlights: 04:02 The Business of Speaking 07:16 Finding Your Niche and Audience 09:57 Strategies for Paid and Free Speaking Engagements 12:06 Creative Approaches to Speaking Opportunities 17:32 The Value of Speaking for Free 22:22 How to Connect with Cam Beaudoin Show Links: The Frequent Speaker…
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1 Restoring Impossible Relationships 28:38
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What if the relationships you've written off as impossible could actually be restored? In this episode, we're joined by Greg Stephens, a master at helping leaders burn old mindsets and build new bridges to meaningful connections. As a Master Certified Trainer, Master Storyteller, and Professional Mediator, Greg specializes in creating safe spaces for truth-telling and identifying the root causes of conflict. He’s also the author of "Build New Bridges: The Art of Restoring Impossible Relationships". With over two decades of experience developing transformational training programs, he's proven that even the most damaged relationships can be restored. Greg is also a BrandFace client, so you’ll hear about his personal branding journey with us, as well. Episode Highlights: 01:53 Greg's Early Life and Career Beginnings 06:36 The Turning Point 08:42 The Journey of Repairing 36 Relationships 14:20 The Power of Intent in Conflict Resolution 17:04 Greg's Branding Journey with BrandFace 21:54 How Branding Has Transformed Greg's Business 26:23 How to Connect with Greg Stephens Show Links: Greg Stephen’s New Book: Build New Bridges: The Art of Restoring Impossible Relationships Alignment-Resources.com A Shot of Inspiration podcast Greg’s LinkedIn Greg@alignment-resources.com Noah@alignment-resources.com…
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1 Extraordinary Moment of Forgiveness 26:05
26:05
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How do you transform life's greatest tragedy into a global movement for peace and forgiveness? In this episode, we explore an extraordinary journey of resilience with Azim Khamisa, whose life was forever changed in 1995 when his son Tariq was tragically killed by a 14-year-old in an act of youth violence. Rather than choosing anger and revenge, Azim made the profound decision to pursue forgiveness and reconciliation, founding the Tariq Khamisa Foundation and launching a forgiveness movement that has reached millions globally. Now, this award-winning speaker and author of five books is transitioning his powerful message from social work settings into corporate leadership training. Join us as Azim reveals how the practice of forgiveness became the foundation for ethical leadership, team cohesion, and values-driven performance in corporate settings. Episode Highlights: 00:30 The Power of Forgiveness 02:11 Azim's Spiritual Foundation 06:15 The Tariq Khamisa Foundation 08:33 Impact and Stories of Change 10:06 Restorative Practices in Corporate Settings 16:34 Leadership and Empathy 23:31 How to connect with Azim Khamisa Show Links: HOME - TKF.org - Restorative Justice Non Profit Org - TKF - Tariq Khamisa Foundation Azim Khamisa | Peace Is Possible Azim Khamisa's Official Website…
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You know you’re destined for something different…so, how do you claim your significance in the world? Today we're diving into the profound journey of self-actualization with Dr. Karen Vizer, who leads The Significance Movement—an international initiative helping heart-centered women manifest their brilliance. With nearly three decades of coaching experience, Karen is empowering heart-centered women to manifest their brilliance, claim their significance, and design identities based on being, rather than doing. And spoiler alert--Dr. Vizer is also a BrandFace client, so we’ll discuss her journey through the program as well. Episode Highlights: 01:35 Dr. Karen Vizer's Clairaudience Journey 04:34 Flipping the Narrative 05:52 Dr. Vizer's Visionary Framework 09:40 Client Success Stories 12:29 Dr. Vizer's Branding Journey 20:01 How to Connect with Dr. Karen Vizer Show Links: Dr. Vizer’s Linktree Dr. Vizer’s Facebook…
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When a stranger returned Kevin Smith's lost wallet on Good Friday, he knew a simple "thank you" wasn't enough. That moment of kindness sparked an extraordinary journey that led him to found Kindness Worldwide—a movement proving that small acts of compassion can ripple into something much bigger. Today, Kevin joins us to share how one woman's generosity transformed into a mission connecting communities worldwide through the simple, powerful act of kindness. Episode Highlights: 01:23 Kevin Smith's Background and Personal Journey 02:34 The Wallet Incident: A Catalyst for Change 03:34 The Ripple Effect of Kindness 05:12 Challenges and Perseverance 14:06 Global Impact and Recognition 17:39 Practical Steps to Spread Kindness 22:22 How to Connect with Kevin Smith Show Links: Website: https://www.kindnessworldwide.org/ Trailer for ‘For Such a Time as This’ documentary: https://www.kindnessworldwide.org/documentary…
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1 A Post-Publication Marketing Journey 30:49
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What happens after writing a powerful historical memoir when you have no background in book marketing? Today we welcome back Dr. Rob Wolf to dive into the rarely discussed terrain of launching a meaningful book in today's crowded market. While our previous conversation explored his father's extraordinary journey through the Holocaust and Hungarian Revolution that Rob documented in his book, "Not a Real Enemy," today we'll uncover the complex marketing journey that followed. Episode Highlights: 02:31 Learning the Ropes of Book Marketing 03:18 The Importance of Social Media 04:06 Challenges and Realities of Book Promotion 09:03 Securing a Book Deal 12:10 Publisher vs. Self-Promotion 16:58 The Challenges of Marketing and Rejection 18:05 Lessons from an Experienced Author 21:29 Reflecting on the Journey 25:05 Upcoming Events and Future Plans 27:26 How to Connect with Dr. Rob Wolf Show Links: https://robertjwolfmd.com/ Not a Real Enemy: The True Story of a Hungarian Jewish Man’s Fight for Freedom Dr. Wolf’s LinkedIn: https://www.linkedin.com/in/robert-j-wolf-md/…
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1 The Tech Pain Terminator Brand 37:18
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What happens when your technology becomes your biggest business liability instead of your greatest asset? In this episode, we explore the hidden costs of tech disruptions with Rich Messinger, known as "The Tech Pain Terminator”...and also a BrandFace client. With 38 years of experience working with high-level corporations, Rich helps driven and established CEOs eliminate technology problems promptly and permanently. Join us as this trusted advisor reveals how CEOs can bridge the communication gap with their technical teams, eliminate costly tech vulnerabilities, and transform their technology from a source of frustration into a competitive advantage that drives business growth. Episode Highlights: 04:18 Common Tech Issues in Businesses 11:05 The Importance of Fresh Perspectives in IT 17:45 Rich Messinger's Brand Journey 20:08 Client Expectations and LinkedIn Engagement 20:51 The Power of Authentic Branding 22:48 Owning Your Brand Identity 28:35 Embracing the Tech Pain Terminator Persona 33:44 How to Connect with Rich Messinger Show Links: Website Email: rm@vitalitsystems.com Phone: (508) 801-0311…
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1 Podcasting with a Precise Strategy 25:53
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What separates a podcast that builds authority from one that's just adding to the digital noise? In this episode we dive into the strategic side of podcasting with Traci DeForge, the founder of Produce Your Podcast , a premier podcast consulting and production agency that incorporates podcasting into your digital marketing strategy. She’s recognized by major media outlets including ABC, NBC, and CNN, to name a few. Join us as Traci reveals how podcasting can become the centerpiece of your business development strategy rather than just another content channel. Episode Highlights: 01:08 Meet Traci DeForge: From Radio to Podcasting 04:03 The Evolution and Strategy of Podcasting 07:00 Ensuring Podcast ROI and Business Growth 09:52 Balancing Content and Optimizing for Discovery 18:58 Advice for Aspiring Podcasters 23:15 Final Takeaways and How to Connect with Traci Show Links: produceyourpodcast.com…
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