Best Bestpractices Podcasts (2023)

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Managing Your Practice

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Metrics that Matter: Using Data to Measure What Counts at Advisory Firms 45:24

6h ago45:24

45:24

Lisa Salvi, Managing Director of Advisor Services at Schwab, manages advisor benchmarking studies that have collected data for over a decade on key business metrics for financial advisory practices. Listen as she shares focus areas for firms to measure and what actually matters for performance. She also discusses how firms differentiate when it com…

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Innovating with Scott Amyx

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Interview with Hortense le Gentil, Author of The Unlocked Leader 28:37

9d ago28:37

28:37

Hortense le Gentil is the author of THE UNLOCKED LEADER: Dare to Free Your Own Voice, Lead with Empathy, and Shine Your Light in the World, who reveals how anyone can learn to shift their sights from the impossible-to-achieve superhero leader ideal to an effective human leader.By Scott Amyx

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Managing Your Practice

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Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth 42:56

28d ago42:56

42:56

Ben Slater of Buckingham Strategic Partners works closely with advisory firms that are near critical growth points and considering outsourcing or partnering to manage the expansion. As you approach the next level of growth, you may ask questions around when to hire, what functions to outsource, and how you can thrive as you grow. Hear how to evalua…

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Innovating with Scott Amyx

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Interview with Debra Lam, Founding Director of the Partnership for Inclusive Innovation 27:05

2M ago27:05

27:05

The Partnership for Inclusive Innovation is a public-private partnership that launched in 2020 to lead coordinated, statewide efforts to position Georgia as the Technology Capital of the East Coast. Dedicated to advancing innovation, opportunity, and shared economic success across the state, the organization’s focus on community research, student e…

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Managing Your Practice

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What’s in a Dream Team: Key Characteristics of Highly Effective Teams 53:46

2M ago53:46

53:46

Shandel Sutherland and Liv Olson share more than four decades of combined experience helping build highly effective teams. In this episode, they define key characteristics of those teams, ways to identify gaps in your own firm, and actionable steps to enhance performance. Learn why they believe investing in employee and team development is an essen…

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Innovating with Scott Amyx

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Interview with Meredith Broussard, Associate Professor at NYU 26:42

2M ago26:42

26:42

Meredith Broussard is an associate professor at the Arthur L. Carter Journalism Institute of New York University and the research director at the NYU Alliance for Public Interest Technology. She is the author of More Than a Glitch: Confronting Race, Gender, and Ability Bias in Tech (MIT Press, 2023).…

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Innovating with Scott Amyx

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Interview with Karthee Madasamy, Managing Partner at MFV Partners 30:27

2M ago30:27

30:27

Early stage venture fund in Silicon Valley targeting technology disruptions in traditional industries.By Scott Amyx

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Innovating with Scott Amyx

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Interview with David McFarland, CEO of Coterie Insurance 29:53

2M ago29:53

29:53

Today I am joined by David McFarland, co-founder and CEO of Coterie Insurance, an insurance technology company that is rethinking the way small business insurance operates by incorporating speed, simplicity, and service into the commercial insurance experience.By Scott Amyx

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Innovating with Scott Amyx

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Astor Perkins Panel on Climate Activism April 2023 29:30

3M ago29:30

29:30

Today I am joined by Nick Engelfried, Activist & Author and Ilana Cohen, Youth Climate Activist and Freelance Climate Journalist at Harvard on the role of climate activism on legislation and capital.By Scott Amyx

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Innovating with Scott Amyx

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Astor Perkins Robotics Panel April 2023 27:08

3M ago27:08

27:08

Today I am joined by Dr. Dave Coleman, CEO of PickNik Robotics, Jordan Kretchmer, CEO of Rapid Robotics and Dr. Wesley Zheng, CEO of Posh Robotics.By Scott Amyx

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Managing Your Practice

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“Geeking Out” on the Past, Present, and Future of Finance 48:14

3M ago48:14

48:14

Robin Wigglesworth, editor of FT Alphaville and author of Trillions, describes his career as “geeking out” on all things finance, writing to great depths on investing and markets. Hear how he connected with some of the greatest minds in finance to tell the origin story of index funds, his take on integrating corporate cultures through M&A, and what…

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Innovating with Scott Amyx

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Astor Perkins Panel on Space Debris Removal April 2023 30:55

3M ago30:55

30:55

Today I am joined by Luc Piguet, CEO of ClearSpace.By Scott Amyx

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Innovating with Scott Amyx

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Astor Perkins Panel on SpaceX's Starship April 2023 31:34

3M ago31:34

31:34

Today I am joined by Dr. Abhishek Tripathi, Director of Mission Operations, UC Berkeley Space Sciences Laboratory and Dr. Andy Lapsa, CEO of Stoke Space.By Scott Amyx

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Innovating with Scott Amyx

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Astor Perkins Keynote on Methane Emissions April 2023 25:20

4M ago25:20

25:20

Today I am joined by Professor Steven Wofsy, Abbott Lawrence Rotch Professor of Atmospheric and Environmental Science, Harvard University.By Scott Amyx

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Innovating with Scott Amyx

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Astor Perkins Panel on Microbiome 30:53

4M ago30:53

30:53

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Managing Your Practice

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The Bionic Advisor: Using Technology to Serve, Scale, and Succeed 51:13

4M ago51:13

51:13

Nirav Batavia, co–managing partner and chief technology officer of Forum Financial has used technology to build systems and processes that increase efficiency, enhance the employee and client experience, and scale the business, all while maintaining a focus on profitability. He shares his expertise on how advisors can combine technology with human …

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Innovating with Scott Amyx

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Astor Perkins Keynote on Plants in Space 32:41

4M ago32:41

32:41

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Innovating with Scott Amyx

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Astor Perkins Opening Welcome April 2023 12:03

4M ago12:03

12:03

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Innovating with Scott Amyx

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Interview with Ido Savir, CEO of SuperMeat 25:24

5M ago25:24

25:24

SuperMeat is a food-tech company working to supply the world with high-quality meat grown directly from animal cells.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Kristina Simmons, Managing Partner of Overwater Ventures 31:34

5M ago31:34

31:34

Overwater Ventures is an early-stage VC firm.By Scott Amyx

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Managing Your Practice

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The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm 30:41

5M ago30:41

30:41

Michael Goodman, president of Wealthstream Advisors, founded a lifestyle practice that evolved into a $1 billion ensemble practice after combining the skills of multiple professions and taking on partners to facilitate the firm’s growth over the past three decades. Hear the pros and cons of running an ensemble practice; how hiring, team structure, …

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Innovating with Scott Amyx

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Interview with Atif Rafiq, President, Board Member, Author 22:08

5M ago22:08

22:08

Former CXO at McDonald’s, Volvo, and MGM Resorts and author of DECISION SPRINT: The New Way to Innovate into the Unknown and Move from Strategy to Action.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Rick Tellez, Co-Founder of KlearNow 27:32

5M ago27:32

27:32

KlearNow is a go-to digital supply chain solution for businesses that trade across borders.By Scott Amyx

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Five Star Counsel Podcast

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Spring Break! Plus, a Practical Guide to Come in Season 3... 3:12

6M ago3:12

3:12

The Five Star Counsel podcast is prepping for a little break while we wrap up season two and prepare for season three, which will focus on the practical implementation of building a modern, high-level legal firm. As we dive into the day-to-day nuts and bolts, we'll share a range of tools and methods, from budget-friendly to more costly options. We …

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Managing Your Practice

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Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages 28:39

6M ago28:39

28:39

Peter Lazaroff, CIO at Plancorp, knew from a young age that he would have a career in investments and wealth management. Now, he helps deliver financial planning advice to clients in various life stages and offers his perspective on how advisors can engage with clients in ways that foster a long-term investment mindset and referability. Hear how he…

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Innovating with Scott Amyx

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Interview with Dr. Barbara Sladek, Managing Director of Biome Diagnostics 24:49

6M ago24:49

24:49

Biome Diagnostics is a medtech company founded with the mission to advance precision oncology by providing world-class microbiome tools.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Lars Wilde, CEO of Pangea Botanica 30:09

6M ago30:09

30:09

Pangea Botanica is a company that is accelerating the discovery and development of therapeutics inspired by naturally occurring compounds and traditional remedies.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Lucas Marchesini, CEO/CTO of Manta Aircraft 41:51

6M ago41:51

41:51

Manta Aircraft is an aircraft design and technology development company, focused on performance V/STOL architecture for urban air mobility and special missions.By Scott Amyx

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Managing Your Practice

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Securing Your Legacy through Succession: Tips for Passing an Advisory Firm to a Family Member 44:27

6M ago44:27

44:27

Joe Stephan of Stephan Independent Advisory experienced a familial succession firsthand when his father passed his advisory firm on to him. The transition left him with a desire to help other advisors in strategically planning for succession, either within the family or externally. He shares key considerations for advisors preparing for succession,…

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Five Star Counsel Podcast

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S2 E13. Answering Our Show's Big Question 13:57

6M ago13:57

13:57

Our show has tackled client service by framing it around one big question: "What would a firm created by the founders of Disney, Amazon, and Four Seasons look like?" Today we try to summarize our Five Star Bootcamp by answering that question. Building a law firm requires starting with the business foundations of mission, vision, and values. The mis…

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Innovating with Scott Amyx

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Interview with Haven Allen, CEO of mHUB 33:39

6M ago33:39

33:39

mHUB is one of the nation’s fastest growing hardtech innovation centers in Chicago.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Andrew Adams, Managing Partner of Oak HC/FT 29:06

7M ago29:06

29:06

Oak HC/FT focuses on growth equity and early-stage venture opportunities in healthcare.By Scott Amyx

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Five Star Counsel Podcast

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S2 E12. Recovering From Service Mistakes 9:27

7M ago9:27

9:27

How do you handle client-facing mistakes? As much as we try to avoid them, mistakes are inevitable, even for us perfectionist attorneys. And because they are inevitable, attorneys need to have a plan for how to respond when they happen. My experience working at the Four Seasons provided a great framework for how to deal with mistakes, using "glitch…

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Innovating with Scott Amyx

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Interview with Jeff Wong, EY Global Chief Innovation Officer 35:08

7M ago35:08

35:08

Jeff Wong, EY’s Global Chief Innovation Officer.By Scott Amyx

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Managing Your Practice

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Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement 43:08

7M ago43:08

43:08

Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.…

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Innovating with Scott Amyx

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Interview with Dr. Martin-Immanuel Bittner, CEO of Arctoris 27:57

7M ago27:57

27:57

Arctoris is a biotech company combining automated wet lab operations and machine learning for accelerated small molecule discovery.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Liz Centoni, EVP, Chief Strategy Officer & GM, Applications at Cisco 23:04

8M ago23:04

23:04

Liz Centoni, EVP, Chief Strategy Officer and General Manager, Applications at CiscoBy Scott Amyx

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Innovating with Scott Amyx

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Interview with Caroline Winnett Executive Director of UC Berkeley SkyDeck 30:52

8M ago30:52

30:52

UC Berkeley’s startup accelerator, Berkeley SkyDeck.By Scott Amyx

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Innovating with Scott Amyx

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Interview with Sebastian Brunemeier General Partner at Healthspan Capital CEO of ImmuneAGE Pharma 40:21

8M ago40:21

40:21

ImmuneAGE Pharma is a drug discovery platform for immune system rejuvenation.By Scott Amyx

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Five Star Counsel Podcast

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S2 E11. Making Service Improvements 10:25

8M ago10:25

10:25

There's a common misconception and fear we see in attorneys. Attorneys can fall prey to thinking that becasue they're well-paid and well-respected, they don't need to think about making their service better. Many risk-averse, pessimist, perfectionist attorneys simply fear the potential failure that comes with change and growth. Neither of these is …

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Managing Your Practice

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Designing a Deal: How Advisory Firm Buyers and Sellers Can Prepare for an M&A Transaction 57:29

8M ago57:29

57:29

Allen Darby of Alaris Acquisitions and Jason Carver of Pure Financial Advisors have sat on both sides of the M&A table and experienced some of the recent, record-breaking years of deals done across the wealth management industry. They share their thoughts on when and how to start planning for a deal and searching for a partner, what each side consi…

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Innovating with Scott Amyx

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Interview with Ben Goertzel CEO of SingularityNET Foundation 36:06

8M ago36:06

36:06

Ben Goertzel is the CEO and founder of the SingularityNET Foundation and he is one of the world’s foremost experts in artificial general intelligence.By Scott Amyx

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Five Star Counsel Podcast

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S2 E10. Maintaining Your Service Consistency 12:38

8M ago12:38

12:38

Now that you have addressed your standards, and you've implemented processes that should lead to those standards being met, how do you make sure your firm is hitting your standards on an ongoing basis? Standards won't do much for you if they're never being met. I'll walk through the ways you can think about consistency in your service, ways to meas…

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Innovating with Scott Amyx

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Interview with Larry Williams President and CEO of Technology Association of Georgia 27:57

8M ago27:57

27:57

The Technology Association of Georgia is one of North America's biggest and most active technology associations with more than 35,000 members.By Scott Amyx

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Five Star Counsel Podcast

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S2 E9. Setting Your Delivery Standards 15:55

9M ago15:55

15:55

Now that we've discussed the components of our firm's service, it's time to think about how we measure successful service. Setting these standards not only helps you track that everything is happening correctly, but helps your employees know if they're doing a good job. Most importantly, it helps ensure a consistent and high-quality experience for …

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Innovating with Scott Amyx

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NASA Space Programs at Astor Perkins Oct 2022 29:09

9M ago29:09

29:09

NASA Space Programs Andre Doumitt, Director of Innovation Development at The Aerospace Corporation Dr. Maxwell Briggs, NASA SBIR Entrepreneurial Portfolio ManagerBy Scott Amyx

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Innovating with Scott Amyx

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UCLA Space Institute Panel at Astor Perkins Oct 2022 31:21

9M ago31:21

31:21

UCLA Space Institute Jeff Scheinrock, Assistant Dean and Faculty Director, MBA Applied Management Programs, UCLA Anderson School of ManagementBy Scott Amyx

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Innovating with Scott Amyx

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Sustainable, Cultivated Seafood Panel at Astor Perkins Oct 2022 29:14

9M ago29:14

29:14

Sustainable, Cultivated Seafood Mihir Pershad, CEO of Umami MeatsBy Scott Amyx

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Managing Your Practice

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Transitions: What Advisors Should Know about Changing Firms, Going Independent, and Planning for Succession 47:09

9M ago47:09

47:09

Louis Diamond, of Diamond Consultants, guides advisors through major career transitions like launching RIA firms, scaling independent businesses, and succession planning. He joins Dimensional’s Catherine Williams to discuss how advisors can prepare for movement across the industry, best practices for building a successful advisory firm, and what st…

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Five Star Counsel Podcast

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S2 E8. Your People: Hiring, Training, and Managing 16:17

9M ago16:17

16:17

We've built the pieces of the machine for great service, but now it's time to focus on the fuel - your employees. People are the most important thing in your business, and we can't skimp on it. I break this episode down into two main parts: how to hire and how to train and manage. The most crucial single point is in your hiring process - most law f…

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