Podcast Margin Maximizers terbaik (2024)

1
Leveraging Your Assets? How M1 Maximizes client wealth with margin lending and other advanced solutions. 44:07

6d ago44:07

44:07

In this episode of Accrued, Tedd Huff and Colton Pond sit down with Brian Barnes, the CEO and founder of M1. If you’ve ever wondered how to make your money work smarter for you, this episode is packed with insights. Brian shares how they combine investment tools with personal banking features to help clients manage their money better. The trio cove…

1
Financial Fumbles and their Solutions 47:03

13d ago47:03

47:03

Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…

1
Maximizing Profit Margins in Property Management 38:04

25d ago38:04

38:04

Are you a property manager looking to boost your profit margins and stay ahead in the competitive real estate market? Look no further! With decades of experience, Brad shares insights on generating revenue, managing expenses, and staying on top of industry trends. Discover the art and science of increasing profitability as Brad dives into the nuanc…

1
Stopping Check Fraud, Uncover fraud methods and how CheckAlt combats them. 33:53

4d ago33:53

33:53

Dive into the intriguing world of check fraud as Sherah Spark, Head of Compliance and Legal for CheckAlt, sits down with host Tedd Huff at CheckAlt’s Miami office in this compelling episode of Leaders One on One by Fintech Confidential. If you think checks are obsolete, think again. Sherah reveals some surprising statistics that show the continued …

1
Canadian FinTech Revealed, Tal Schwartz reveals Canada’s best-kept FinTech secrets. 41:21

18d ago41:21

41:21

Join hosts Tedd Huff and Colton Pond in this episode of “Accrued” a Fintech Confidential series presented by LoanPro, where they chat with Tal Schwartz, a top fintech writer and advisor from Canada. Tal shares his expertise on the Canadian fintech market, covering a range of interesting topics. Tal talks about the differences between the Canadian a…

1
The 6 Levers Framework: A New Approach to Organizational Success with Shaun Lee 49:49

24d ago49:49

49:49

Welcome to another exciting episode of The Friday Habit! Today, we have Shaun Lee joining us to dive into an important topic many organizations struggle with. Ever wondered why pinpointing individual employees or leaders often misses the mark when solving organizational issues? We’ll explore how this common misconception overlooks deeper, systemic …

1
From Paper to Digital: enabling innovative Payment Solutions through partnerships with Lynn Dufrane 31:43

25d ago31:43

31:43

In this episode of Fintech Confidential, host Tedd Huff sits down with Lynn Dufrane, the Executive Director of Sales at CheckAlt. They explore the unique partnership between fintech companies and traditional financial institutions, highlighting how these collaborations are changing the landscape of financial services. Lynn explains how her experien…

1
One Source of Truth 41:12

25d ago41:12

41:12

In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of TruthOleh Resonance Media Agency

1
Financial Wisdom: From Marginalized to Millionaire | Expediting Change Podcast 57:57

30d ago57:57

57:57

In this episode of "Expediting Change," host Shomari James is joined by financial expert James (St. James) McLeod. Together, they explore the crucial role of financial literacy in transforming lives and communities. James shares his expertise on topics such as generational wealth, the benefits of whole life insurance, and practical tips for managin…

1
The NAR Lawsuit and Property Management 44:56

1M ago44:56

44:56

How does the NAR Lawsuit settlement affect you as a property manager? The recent NAR lawsuit has caused major changes in the real estate industry and property management needs to be prepared. Brad is here to guide you with his decades of experience in real estate and property management; he dives into the recent NAR lawsuit settlement and its impac…

1
28 - The Art of Self-Awareness and Maximizing One’s Impact on Those They Lead, with Brian Smith 30:27

1M ago30:27

30:27

In this podcast episode, Dr. Jonathan H. Westover talks with Brian Smith about the art of self-awareness and maximizing one's impact on those they lead. Brian Smith, PhD, (https://www.linkedin.com/in/yourbizdr/) stands at the helm of IA Business Advisors as its founder and senior managing partner. Having counseled over 20,000 global leaders, rangin…

1
How Does Fintech Scale? Galileo's Scott Johnson Exposes the Secret. 57:02

1M ago57:02

57:02

In this episode of Accrued, hosts Tedd Huff and Colton Pond chat with Scott Johnson, the Senior VP of Business Development at Galileo Financial Technologies. Scott shares his experiences and insights from his 20 years at Galileo, a leading FinTech platform owned by SoFi Technologies. They discuss how Galileo powers major players like Chime and Monz…

1
The User Experience 44:13

1M ago44:13

44:13

In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the …

1
How to Unmanage Your Team with Jack Skeels 48:22

2M ago48:22

48:22

Join us as Jack Skeels dives into the fascinating world of 'unmanagement' and redefines the role of managers in today's organizations. In this engaging conversation, Jack challenges traditional notions of control and instead, champions authority and empowerment. He introduces us to the four pivotal moments every manager should master: why, what, go…

1
It's Time for an OS Upgrade : Your Core Banking & Lending Systems Need This! 51:32

2M ago51:32

51:32

In this episode of Accrued, a Fintech Confidential series presented by LoanPro. Host Tedd Huff and Co-Host Nate Bray sit down with Anthony Peculic, Head of Cards and BaaS at Cross River Bank, to discuss the shifting dynamics of the Fintech world. They chat about the hurdles and prospects current banks face, along with the future of financial servic…

1
27 - Creating a Collaborative Leadership Team, with Angela Johnson 27:37

2M ago27:37

27:37

In this podcast episode, Dr. Jonathan H. Westover talks with Angela Johnson about creating a collaborative leadership team. Angela Johnson (https://www.linkedin.com/in/angelajohnsonscrumtrainer/) is a successful entrepreneur, author, educator and coach who founded Collaborative Leadership Team in 2010. She mentors, trains and empowers people to use…

1
The Power of Systems and Processes in Business with Sarah Noel Block 37:43

2M ago37:43

37:43

Alright, buckle up for this episode! Mark and Ben are joined by the one and only Sarah Noel Block, the brain behind Tiny Marketing. They dive into the nitty-gritty of why having solid systems and processes in your business is like adding rocket fuel to your success rocket. Sarah spills the beans on her Tiny Marketing Framework, breaking it down int…

1
Welcome to Margin Maximizers 52:30

2M ago52:30

52:30

In the first episode of the Margin Maximizers Podcast, we meet our two stars, Karen and Soonah, and discuss exactly what their new business venture is and the difference they can make to your business. With decades of experience in business, primarily in the finance aspect of SMEs, Karen and Soonah bring a fresh approach to managing your business's…

1
Fintech is here to stay - A key part of the banking ecosystem 52:44

2M ago52:44

52:44

In this episode of "Accrued," brought to you by LoanPro, hosts Tedd Huff and Colton Pond chat with Joyce Mehlman from ILX Consulting Group. Joyce shares her expertise in the financial services industry, focusing on the significant role that data and artificial intelligence play in finance today. She touches on the critical need for fintech companie…

1
Empowering Futures: Discussing BIPOC Education with Experts | Expediting Change Podcast 1:01:11

2M ago1:01:11

1:01:11

Join host Shomari James and co-host Sam Hill on 'Expediting Change' as they explore the challenges and solutions in BIPOC education with Dr. Marck Abraham and Phil Davis Sr. This episode delves into the significance of leadership, the impact of inclusive policies, and how to effectively support marginalized communities within the educational system…

1
Ego Battles and Conformity Struggles: The Leadership Journey with Kyle McDowell 44:39

2M ago44:39

44:39

Kyle McDowell takes us on his journey from a cramped cubicle to leading a massive team, focusing on a shift towards 'we'-oriented leadership. He really hammers home the idea that making a difference and nurturing genuine connections matter more than just climbing the success ladder. McDowell dives into the struggles leaders often face, like battlin…

1
Secrets of Checks Surviving the Tech Wave! How CheckAlt uses modern tech for the future of checks. 50:55

2M ago50:55

50:55

In this episode of FinTech Confidentials, host Tedd Huff talks with Shai Stern, CEO of CheckAlt, about enhancing the efficiency of payment processing. Shai shares insights from his background in financial services and explores CheckAlt's strategies for improving the handling and processing of checks in a digital age. They tackle misconceptions abou…

1
26 - Empowering Marginalized Communities, with Thomas Ng 46:54

2M ago46:54

46:54

In this podcast episode, Dr. Jonathan H. Westover and Dr. Angela Schill talks with Thomas Ng about empowering marginalized communities. Thomas Ng is the founder of Genashtim, a for-profit social enterprise that aims to empower marginalized communities, through specialization in eLearning, Digitalization, and ESG services. His remarkable journey beg…

1
Client Retention Revolution: Elevating Customer Experience with Richard Weylman 56:17

2M ago56:17

56:17

Welcome to another episode of The Friday Habit! Today, Mark and Ben chat with Richard Weylman, the mastermind behind '100 Proven Ways to Acquire and Keep Clients for Life.' Richard's journey from selling cookware door-to-door to becoming a guru in speaking and customer experience is truly inspiring. He emphasizes the power of connecting with people…

1
Real-Time Impact: FedNow & RTP - Reshaping business with instant payments 1:10:24

2M ago1:10:24

1:10:24

In this episode of Fintech Confidential, host Tedd Huff and guest Kevin Olson, the Payments Professor, discuss fast payment systems like FedNow and RTP (Real-Time Payments). They cover how these systems are useful for immediate needs, such as paying bills quickly when time is critical. The discussion highlights how faster payments can make everyday…

1
Megan Gluth Bohan's Journey from Law to Leadership 35:33

2M ago35:33

35:33

The Friday Habit: Megan Gluth Bohan's Journey from Law to Leadership This episode of The Friday Habit features Megan Gluth Bohan, an award-winning entrepreneur, CEO & Owner of Catalynt Solutions, Inc. (formerly TRInternational, Inc.) and owner of ChemBlend of America. Megan shares her inspiring journey from growing up in a small town with a single …

1
AI vs. Human Creativity: Finding the Right Balance with Jeremy Ryan Slate part 2 32:37

2M ago32:37

32:37

Welcome back to The Friday Habit! In part two of our interview with Jeremy Ryan Slate, we continue our exploration of how embracing the concept of "good enough" can lead to greater success for businesses and teams. Jeremy expands on the idea that the pursuit of perfection in every detail can actually hinder growth and effective delegation. Instead,…

1
Navigating Entrepreneurship: Balancing Business and Lifestyle with Jeremy Ryan Slate part 1 25:17

3M ago25:17

25:17

Welcome to another episode of The Friday Habit! Today, we've got the one and only Jeremy Ryan Slate, CEO of Command Your Brand, joining us for an enlightening chat. Jeremy is here to unravel the joys and challenges of the entrepreneurial journey, shedding light on how the Friday Habit philosophy can drive both business growth and personal satisfact…

1
Unlock the Power of Personal Loans with Happy Money's Expertise 46:45

3M ago46:45

46:45

In this episode, Tedd Huff and Colton Pond interview Joe Heck, the CEO of Happy Money. Happy Money focuses on personal lending and debt consolidation, aiming to help borrowers achieve their financial goals. They use personal loans to improve their financial situations. Joe shares insights on Happy Money's mission and their unique approach to lendin…

1
Turning Streets into Stages: Faith, Hustle, and the Art of Change | Expediting Change Podcast 49:33

3M ago49:33

49:33

Dive into the heart of transformation with "Expediting Change," a podcast that embodies the journey of overcoming, evolving, and thriving against all odds. Hosted by Shomari James, this platform brings forth stories of resilience, faith, and the relentless pursuit of success that define our human experience. In a particularly stirring episode, Shom…

1
Passions to Purchases - Financing Your Next Adventure Starts Here 43:11

3M ago43:11

43:11

In this episode of "Accrued, a Fintech Confidential series presented by LoanPro, Tedd Huff and co-host Colton Pond sit down with Mike Dushane, the Chief Product Officer at Octane, to learn how getting loans for fun and recreational activities is becoming easier and more user-friendly. Mike has a rich background in the automotive and power sports in…

1
Wise up your Fintech: To Do What Fintechs Do Best 48:02

3M ago48:02

48:02

In this episode of "Accrued: A Fintech Confidential Series," presented by LoanPro, Host Tedd Huff and Co-Host Sarah Howell sit down with Robert Keil, the Chief Fintech Officer at FinWise Bank, to discuss the evolving world of sponsor banking. Robert shares insights from his rich banking background, shedding light on the pivotal changes and dynamic …

1
Sponsor Banking Redefined : Column's Blueprint for the Future 43:16

4M ago43:16

43:16

In this dynamic episode of Accrued, a Fintech Confidential series presented by LoanPro, hosted by Tedd Huff and co-host Colton Pond, They explore the cutting-edge solutions Column is bringing to sponsor banking. Brian Fishbein, Column's Head of Investing and Treasury, joins the discussion, providing an insider's perspective on how Column is challen…

1
Best Practices for the Property Management Agreement 34:59

4M ago34:59

34:59

Join Brad Larsen, property management maven and the brains behind the Property Management Mastermind Facebook group, as he unfolds the essentials of crafting effective property management agreements. With years of honing the perfect agreement through his experience managing over 1,000 homes with RentWerx Property Management, Brad shares invaluable …

1
Why Pay by Bank? An Uncertain Future of Instant Payments in the US. 1:12:31

4M ago1:12:31

1:12:31

Tedd Huff, co-host Matt Vanhouten, and special guest Dean Nolan, the Managing Director of Commercial Payments at SRM, deeply dive into Pay by Bank and its uncertain future in the US. Dean brings to the show an extensive background with the US payments ecosystem from the US Faster Payments Council, executive director of PayCLT, payments patent owner…

1
Pulling Threads, Pushing Boundaries! The Core Switch Catalyst at Mascoma Bank 48:51

4M ago48:51

48:51

In this engaging episode of FinTech Confidential, hosts Tedd Huff and Colton Pond, along with Rafael Reznek (Chief Technology Officer) and Sam Pause (Chief Innovation and Brand Officer), share insights into Mascoma Bank's distinctive approach in the banking sector. Known for its unique mutual ownership model and focus on community and environmental…

1
Hubris Kills Banks: The Critical balance between Ambition and Humility in Banking Success 1:00:07

4M ago1:00:07

1:00:07

In Episode Three of 'Accrued: The FinTech Confidential Series' presented by LoanPro, host Tedd Huff and co-host Colton Pond engage with Brent Beardall, the President and CEO of WaFd Bank. Brent shares his journey of resilience and its impact on his leadership, emphasizing the importance of passion and making a difference. He discusses the transform…

1
Maximizing Your Financial Security Through Workplace Benefits with Tracy Curry 48:10

4M ago48:10

48:10

In this must-listen episode of "Expediting Change," Shomari James and HR expert Tracy Curry explore the crucial role of workplace benefits in achieving financial security. They break down complex topics into digestible insights, offering listeners the tools to understand and maximize their compensation packages. From leveraging health savings accou…

1
Engaging the Gig Economy with FreeUp and Brittany Brewer 32:50

4M ago32:50

32:50

Episode Summary: Join Mark Labriola II in this insightful episode of The Friday Habit as he dives into the freelance revolution with Brittany Brewer, a senior account executive at FreeUp. Discover Brittany's journey from renovating a school bus for a digital nomad lifestyle to her pivotal role in the freelancing world. This episode covers the impac…

1
Streamlining Operations: Best Practices in Property Management Efficiency 22:14

4M ago22:14

22:14

Looking to enhance your property management practices and drive profitability? Dive into optimizing time management and resources, handling challenging properties, and curating a lean portfolio for a prosperous property management venture. Join Brad as he unveils key strategies for streamlining operations in property management. Through actionable …

1
Maximize Your Margins: ROI-Focused Sales Tactics with Ian Campbell 44:35

4M ago44:35

44:35

Episode Summary: In this episode of The Friday Habit, hosts Mark Labriola and Benjamin Manley sit down with Ian Campbell, CEO of Nucleus Research. Ian shares his extensive experience and insights into the world of investigative research and how businesses can leverage the concept of Return on Investment (ROI) to enhance sales, improve services, and…

1
Sustainable Growth: Balancing Expansion with Quality Service 17:07

4M ago17:07

17:07

Are you tired of chasing quick growth in your property management business? How can property managers balance growth with quality? Discover the secrets to achieving sustainable growth and exceptional service on this episode of The Property Management Mastermind. Brad shares his insights on how to diversify in property management and maintaining a b…

1
Learn from Banking Past: Unlocking Tomorrow's LendTech Strategies Today 53:46

4M ago53:46

53:46

In this compelling episode of Fintech Confidential's 'Accrued' series on LendTech, host Tedd Huff and co-host Colton Pond sit down with John Maxfield, the insightful founder of Maxfield on Banks. This conversation explores the intricate dynamics of LendTech, the critical importance of understanding the decision-making context in banking, and the tr…

1
Modernize or Die! - Beyond Legacy Systems: The Dynamic Shift to a Modern LendTech Core. 49:02

5M ago49:02

49:02

In the inaugural episode of Fintech Confidential's 'Accrued' series on LendTech, hosts Tedd Huff and Colton Pond engage in an exciting conversation with Rhett Roberts, the visionary co-founder and CEO of LoanPro, a company at the forefront of lending technology innovation. This discussion winds through the historical evolution of lending, the indis…

1
Mastering Property Management Branding 15:39

5M ago15:39

15:39

Ready to stand out from all the other property management companies? Look no further! Brad is here to share his insights on the power of branding in property management. From establishing a strong online presence to incorporating branding strategies, Brad emphasizes the importance of creating a professional image for business success. Plus, he reve…

1
Will AI Fix Fintech? 1:56:58

5M ago1:56:58

1:56:58

Join host Tedd Huff, co-host Matt Vanhouten, and guest Theo Lau in a thought-provoking episode of UNCUT by Fintech Confidential, where we dive deep into the multifaceted world of Artificial Intelligence in Fintech. This episode covers a broad spectrum of topics, including the responsible use of AI, its impact on jobs, financial inclusion, and the e…

1
Redefining Entrepreneurship with Stephanie Mingo of Mingo Imports | Expediting Change Podcast 32:58

5M ago32:58

32:58

In this eye-opening episode of "Expediting Change," Stephanie Mingo, co-owner of Mingo Imports LLC, shares her entrepreneurial journey and the creation of Acquired Taste Cognac. Learn from Stephanie's experience in building a legacy brand, navigating the regulatory landscape, and the power of partnership in business. This episode is a must-listen f…

1
Growing Your Property Management Business 20:47

5M ago20:47

20:47

Are you ready to take your property management business to the next level? Look no further! In this episode Brad breaks down effective strategies for expanding your property management business. Whether you're looking to grow organically or through acquisitions, Brad shares invaluable tips and tricks that are tailored specifically for property mana…

1
Strategic Real Estate Investments for Beginners with Dan Templin part 2 27:51

5M ago27:51

27:51

Wondering how businesses can make the most of their resources to boost earnings? Curious about the role of financial and tax management in the real estate sector? Well, you're in luck because we've got the answers for you in the latest episode of The Friday Habit. This is part two of our conversation with Dan Templin, where we're going to delve int…

1
Revamped and Recharged: PMM Update from Brad 23:56

5M ago23:56

23:56

Get ready for an exciting new episode of the Property Management Mastermind Podcast with host Brad Larsen! After a brief hiatus, Brad is back and eager to share the revamped podcast experience with you. In this episode, he breaks down the new monologue format that will allow for open discussions on various property management topics. No more commer…

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