A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more. 🎧 Listen in to the full episode here: https://hubs.ly/Q03GJfBM0

💡 You don’t own your clients. In this Talk FS clip, Chris Budd explains why advisers should remove ego from the process. Clients aren’t possessions—they’re people you earn the right to serve, time and time again. True advice isn’t about showing how clever you are. It’s about putting knowledge aside and making it all about the client. 👉 Watch the full podcast here: https://lnkd.in/diZzq-qa #FinancialPlanning #ClientCentric #TalkFS #AdviserTips

Selling your firm isn’t just a transaction. • 70% of owners regret their exit within 12 months.  • Most weren’t emotionally ready.  • Money wasn’t the problem.    This talk with Geoff Bruskin will make you rethink your own timeline.  Watch the full podcast - https://lnkd.in/d3hDJRW2    #MYCPEONE #AccountingMAInsider #MA

On this episode of the podcast with guest, Michael Farmer, Drew and Michael explore why accurate scoping and strategic value are key to agency profitability. Michael shares practical advice for agencies aiming to move beyond just delivering work and towards real business impact for their clients. Click here to listen to the full episode: https://lnkd.in/gGCtNtug Many thanks to our presenting sponsor White Label IQ for their support.

On this episode of the podcast with guest, Michael Farmer, Drew and Michael explore why accurate scoping and strategic value are key to agency profitability. Michael shares practical advice for agencies aiming to move beyond just delivering work and towards real business impact for their clients. Click here to listen to the full episode: https://lnkd.in/gDbFmuJd Many thanks to our presenting sponsor White Label IQ for their support.

𝗧𝗵𝗶𝘀 𝗙𝗶𝗿𝗺 𝗪𝗮𝘀 𝗘𝗮𝗿𝗻𝗶𝗻𝗴 $𝟴𝟬𝟬𝗞 𝗮 𝗬𝗲𝗮𝗿—𝗮𝗻𝗱 𝗦𝘁𝗶𝗹𝗹 𝗙𝗲𝗹𝘁 𝗕𝗿𝗼𝗸𝗲 Sound familiar? They weren’t undercharging. They weren’t lazy. But their margins were razor-thin. In this week’s podcast, I walk through the exact changes we made to help them: • Recover $50K/year in missed revenue • Cut $36K/year in untracked costs • Reach 30% net profit without burnout No new clients. No more hours. Just smarter systems. 🎧 Links in comments.

“Every client is different. Every scope has to be custom.” I’ve thought that in the past. Maybe you have too? But as Brian Kessman from Lodestar Agency Consulting pointed out on The Handbook: The Ops Podcast – the way we think about productization needs to change. Most agencies and consultancies are already more specialized than they realize. They’re solving: ✅ the same types of problems ✅ using the same strategic frameworks ✅ driving the same outcomes again and again They just haven’t spotted the patterns or codified their expertise into structured, outcome-driven solutions. 👀 Until they do, they stay stuck reacting to client requests instead of leading with their value. 😬 Hear the full conversation with Brian on The Handbook: The Operations Podcast – link in the comments. 👇🏽

👀 Ever notice how waste jumps out at you when you actually spend time on the shop floor? In my upcoming episode of The Allied Advisors Podcast, Blair Dorneanu shares why walking the floor is one of the most powerful ways to see inefficiencies clearly—something spreadsheets alone will never reveal. 🎥 Check out this short clip from Blair, then join us for the full conversation where we dig into practical ways mid-market manufacturers can uncover waste, empower teams, and scale smarter. #LeanManufacturing #ContinuousImprovement #AlliedAdvisorsPodcast

What’s the difference between creating podcast episodes and building podcast infrastructure? In this episode, I'm talking about the power of building effective systems rather than focusing solely on setting goals. Systems don’t just work in business—I can personally credit them for my recent 25-pound weight loss, which lowered my blood pressure, all thanks to consistent daily habits rather than lofty goals. How might focusing on consistent daily activities lead to better long-term results than just targeting end goals? Check out today's episode here: https://lnkd.in/djTFCqEE

🎙️New Episode Launching September 16th - Making Housing Better Podcast Is the system really working for the people it's meant to serve? This Tuesday, we unpack the value of deep tenant engagement going beyond stats to understand what life is actually like behind the front door. • What are the tenant’s real-life circumstances? • How are they interacting with the system? • Is it truly making a difference in their lives? This is more than feedback, it's evidence for action. 🗓️ Premieres 9/16. Don’t miss this important conversation. IF YOU MISSED THIS EPISODE: VISIT https://lnkd.in/enY-_R7C Fusion21 Colin White Lee Reevell Jenny Danson Andrew Cameron-Smith