Bästa Mark Mason Entrepreneur podcaster (2024)

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Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach with Larry Kriesmer 1:30:00

14h ago1:30:00

1:30:00

Larry Kriesmer is the Chairman of Measured Risk Portfolios, an RIA based out of San Diego that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. What's unique about Larry, though, is how he is able to get clients comfortable with taking equity market risk using an a…

1
PINSENT MASONS and MATRIC LIVE: Social mobility - how can business open doors for more people? 35:48

20h ago35:48

35:48

This month our host Sarah Travers is joined by Andrew Masraf, Senior Partner at multinational law firm, Pinsent Masons; and Kagisho Masae, Co-Founder and CEO of Matric Live – a multifunctional education app that is reinventing the way pupils learn. In this episode, we explore social mobility and ask, how can business open doors for more people in a…

1
Erika Moralez-Perez and Vicky White guest on the Business Show 7th November 2024 41:17

4d ago41:17

41:17

On The Business Show on Marlow FM on 7th November 2024, my guests were marketing expert Vicky White and solicitor Erika Moralez-Perez, who joined me to talk about their work, and to discuss a range of business news stories. I started the show with one from the Hilary playlist – Road Rage from Catatonia. You can hear it at https://youtu.be/U_bL0EqlD…

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Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings with Emily Biehler 1:30:00

7d ago1:30:00

1:30:00

Emily Biehler is the co-founder of TrailWise Financial Partners, an RIA based out of Colorado that oversees approximately $80 million in assets under management for 200 client households. What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangeme…

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048 - Outline Any Talk in 15 Minutes or Less: A Proven 9-Question Method | Cliff’s Notes On Public Speaking - Part 2 52:39

9d ago52:39

52:39

In this episode, I'm thrilled to share a proven method for quickly and effectively outlining presentations, talks, webinars, or any form of communication. At the core of this approach are nine focusing questions I learned from my public speaking mentor. Whether you're a seasoned speaker or just starting out, this episode will equip you with the too…

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How to grow a new business 26:27

11d ago26:27

26:27

In today’s episode of The Enterprise Doctor Business Show, my guest was Emma Sweet, Founder of Ace Places Playing Cards, which celebrate the best bits of places worth visiting. We started by talking about what the point is of the packs of cards – almost a travel guide to the hidden gems of a town, as well as of course being able to be used as a pac…

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Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby 1:30:00

14d ago1:30:00

1:30:00

Travis Hornsby is the founder of Student Loan Planner, an RIA and student loan consulting company based out of North Carolina that serves nearly 1,400 households with ongoing financial planning and has consulted with over 15,000 clients on student loan debt. Travis quickly expanded his financial planning client base to 1,400 in just over a year by …

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Sarah Fletcher and Gemma Wass guest on the Business Show 24th October 2024 42:58

17d ago42:58

42:58

On The Business Show on Marlow FM on 24th October 2024, my guests were financial advice expert Gemma Wass and marketing expert Sarah Fletcher, who joined me to talk about their work, and to discuss a range of business news stories. I started the show with one from the Hilary playlist – Uptown Funk from Mark Ronson ft Bruno Mars. Listen at https://y…

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047 - From Shaky Starts to Standing Ovations: Cliff’s Notes On Public Speaking - Part 1 1:22:42

20d ago1:22:42

1:22:42

In this episode, I take you on a thrilling journey from my days as a nervous wreck to becoming a confident public speaker. It's a tale of transformation that many can relate to, filled with challenges, breakthroughs, and valuable lessons learned along the way. I'll reveal four game-changing strategies that not only revolutionized my approach to pub…

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Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan 1:32:15

22d ago1:32:15

1:32:15

Maddi Keegan is a financial advisor and the Director of Operations at Frazier Financial Advisors, an RIA based out of Ohio that oversees $860 million in assets under management for 650 client households. After building a successful solo advisory firm, Maddi merged her business with Frazier Financial Advisors, where she secured a stake and stepped i…

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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro 1:29:11

28d ago1:29:11

1:29:11

Mark Asaro is the Chief Investment Officer of Noble Wealth Management, an RIA based out of Colorado that oversees $320 million in assets under management for 160 households. Mark stands out with his liability-driven investing approach, which builds retirement portfolios focused on managing sequence of return risk, leveraging the use of closed-end b…

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BP UK and UNILEVER: Businesses can positively impact communities. How? 35:27

29d ago35:27

35:27

This month our host Sarah Travers is joined by Louise Kingham CBE, Senior Vice President, Europe & Head of Country, UK, bp plc; and Clayton Chaparadza, former Customer Business Development Manager at Unilever UK. In this episode, we explore social impact and ask how can businesses positively impact communities? Hosted on Acast. See acast.com/privac…

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Sheila Docker & Mark Baxter guest on the Business Show 10th October 2024 48:01

1M ago48:01

48:01

On The Business Show on Marlow FM on 10th October 2024, my guests were branding expert Mark Baxter and behaviour change, energy and wellness coach Sheila Docker, who joined me to talk about their work, and to discuss a range of business news stories. I started the show with one from the Hilary playlist – Siouxsie And The Banshees with Hong Kong Gar…

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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer 1:30:01

1M ago1:30:01

1:30:01

Michael Kramer is the Manager of Natural Investments, an RIA based out of San Francisco that has offices across the country and oversees $1.9 billion in assets under management for 1,300 households. Michael's firm uniquely employed a perpetual purpose trust structure for its internal succession plan, which allowed the founding partners to monetize …

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Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business with Gaetano Sacco 1:30:00

1M ago1:30:00

1:30:00

Gaetano Sacco is a partner and senior financial advisor at Fountainhead Advisors, an RIA based out of New Jersey that oversees approximately $900 million in assets under management for 1,000 households. Gaetano transformed his early career challenge of perceived inexperience into a distinct advantage, highlighting his youthfulness to reassure retir…

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Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save with Ann Garcia 1:30:01

2M ago1:30:01

1:30:01

Ann Garcia is a partner of Independent Progressive Advisors, an RIA based out of Portland that oversees approximately $115 million in assets under management for 120 clients. Ann has distinguished herself by developing a nationally recognized expertise in college financial planning, a specialty that has grown alongside her advisory business, now fo…

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HERON BROS and VISA: The Benefits of Creating a People-First Workplace 36:20

2M ago36:20

36:20

This month our host Sarah Travers is joined by Martin O’Kane, Vice Chairman of construction company, Heron Brothers; and Katie Harris, Talent Attraction Analyst at Visa. In this episode, we’ll explore workplace culture and the challenges that two very different businesses are facing in attracting and retaining talented staff, along with the opportu…

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Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms with Eric Stein 1:29:59

2M ago1:29:59

1:29:59

Eric Stein is a Partner at East Bay Investment Solutions, a firm that offers fractional Chief Investment Officer services, supporting over $6 billion in assets under advisement across 26 advisory firm clients. In this episode, we discuss how Eric leverages his extensive investment expertise not by managing portfolios for individual clients as a tra…

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046 - Your #1 Cheerleader Must Be You! 27:54

2M ago27:54

27:54

In this episode, I share an insightful response to a question presented in a recent session of my Next Level Coaching program. A participant asked for advice on how to handle it when others don't understand, and perhaps even question or doubt the unique vision you have for your business or entrepreneurial ventures. I open up about my own experience…

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Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time with John Mason 1:30:01

2M ago1:30:01

1:30:01

John Mason is the President of Mason & Associates, an RIA based out of Virginia that oversees $370 million in assets under management for approximately 390 client households. What's unique about John, though, is how joining a firm that served the niche of Federal government employees allowed him to quickly accelerate his own learning curve and demo…

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045 - The Mark Mason Sessions - Session 08 1:26:00

2M ago1:26:00

1:26:00

This is session 08 of The Mark Mason Sessions. Email Mark at Mark@Masonworld.com and Cliff at Cliff@CliffRavenscraft.com. NEXT LEVEL COACHING PROGRAM At the end of this episode, I explained the changes made to the Next Level Coaching Program. If you would like to experience this for yourself, all you need to do is email me at cliff@cliffravenscraft…

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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard 1:30:01

2M ago1:30:01

1:30:01

Zack Hubbard is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based out of Maryland that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. Zack and his firm have developed a financial wellness off…

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How do you make your brand sustainable? 27:02

2M ago27:02

27:02

In today’s episode of The Enterprise Doctor Business Show, my guest is sustainability brand ambassador Lynne Lambourne. We spoke about the potential for greenwashing as opposed to true sustainability, how small businesses can start going about becoming sustainable, how to market the ways in which you are sustainable, and a lot more! You can connect…

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Ep 400: Sizing Up Versus Scaling Up To Build An Enduring Advisory Business with Mark Tibergien 1:30:00

3M ago1:30:00

1:30:00

Mark Tibergien is the former CEO of Pershing Advisor Solutions, a former Principal with Moss Adams Consulting, and a longtime practice management consultant and thought leader in the financial advisory industry. Over his 50-year career in financial services, Mark has witnessed the evolution of the financial advice industry and has actively defined …

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Gender health gap in the workplace 14:07

3M ago14:07

14:07

On today’s episode of The Enterprise Doctor Business Show, my guest was Rebecca Mian, Director of People Services at Benenden Health. We spoke about the campaign launched by Benenden Health, in partnership with the Fawcett Society and Cherry Healey, which shines a light on the gender health gap in the UK in a bid to break down the barriers that lea…

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Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli Kiemle 1:26:31

3M ago1:26:31

1:26:31

Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as t…

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Amanda Bouch & Deb Mason guest on the Business Show 15th August 2024 44:30

3M ago44:30

44:30

On The Business Show on Marlow FM on 15th August 2024 my guests were marketing expert Deb Mason and executive coach Amanda Bouch, who joined me to talk about their work, and to discuss a range of business news stories. I started the show with one from the Hilary playlist – “Oblivious” from Aztec Camera. You can hear it at https://youtu.be/2B2Sc2G_5…

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Loyalty cards – helpful or not? 13:24

3M ago13:24

13:24

Welcome to today’s episode of The Enterprise Doctor Business Show, with my guest Alice Beer, consumer expert and TV presenter. We spoke about the second annual report from Virgin Red, which looks at how consumers interact with loyalty cards (or, as I call them, lack of loyalty cards!). Some great input for you as a consumer, but think about it from…

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Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm With Eric Wulff 1:30:00

3M ago1:30:00

1:30:00

Eric Wulff is the CEO of Marcum Wealth, an RIA based out of Cleveland that oversees $2.5 billion in assets under management for approximately 2,700 households. Eric has uniquely developed Marcum Wealth into a multi-billion-dollar firm under the umbrella of a national accounting firm, largely by fostering mutually beneficial relationships with inter…

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Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors With Jaime Benedetti 1:32:07

3M ago1:32:07

1:32:07

Jaime Benedetti is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based out of Georgia and Louisiana that oversee a total of $1.2-billion in assets under management for approximately 900 households. Jaime's firm has uniquely expanded to over $1 billion in AUM over the last 20 years, largel…

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Janet Lacey and Vicky White guest on The Business Show on Marlow FM on 1st August 2024 43:26

3M ago43:26

43:26

On The Business Show on Marlow FM on 1st August 2024, my guests were marketing expert Vicky White and travel expert Janet Lacey, who joined me to talk about their work, and to discuss a range of business news stories. I started the show with a track from Kenny Rogers – “The Gambler”. Just a small clue as to what I’d done the previous day. You can h…

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Ep 396: Leveraging Business Coaches To Delve Deep Into A Divorce Specialization That Brings A Steady Flow Of Ideal-Fit Clients With Michelle Klisanich 1:28:17

4M ago1:28:17

1:28:17

Michelle Klisanich is a Wealth Advisor for Financially Wise Divorce, a hybrid advisory firm based out of Minnesota that oversees $87-million in assets under management for 91 households. Michelle stands out by effectively applying insights gained from multiple business coaches throughout her career, enabling her to precisely target and market to he…

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Retail crime epidemic – what’s to be done? 13:06

4M ago13:06

13:06

On today’s episode of The Enterprise Doctor Business Show, my guest is Dr Emmeline Taylor, Professor of Criminology at the University of London. She spoke about her report focusing on UK’s ‘out of control shoplifting epidemic’ and suggests solutions to tackle the issue – definitely an episode of interest to our listeners in the world of brick & mor…

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044 - The Mark Mason Sessions - Session 07 1:21:17

4M ago1:21:17

1:21:17

This is session 07 of The Mark Mason Sessions. Email Mark at Mark@Masonworld.com and Cliff at Cliff@CliffRavenscraft.com. NEXT LEVEL COACHING PROGRAM If you found today's conversation insightful and are looking to take your coaching business to the next level, I have an offering I think could really help you. I facilitate a weekly group coaching pr…

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