Shows
The Financial Planning PodcastGareth Higton - Finli (FLP)This week on The Financial Planning Podcast, host Lewis Byford welcomes Gareth Higton, Director and Independent Financial Planner at Finli. Gareth brings a fresh and commercial approach to financial planning, blending deep advice expertise with experience in growth, acquisitions, and partnerships across financial services. He's passionate about helping clients achieve real financial freedom and building businesses that deliver meaningful results. Tune in to hear how Gareth supports both people and firms in getting the most out of life and planning. Connect with Lewis Byford Connect with Gareth Higton Follow...
2025-07-221h 14
Dear LiisphyraMatters of the Seating ChartLiisphyra recovers from a poetry slam while giving advice about a person with varying heights, how to keep a relative from moving furniture, and helping a caller create a wedding seating chart to prevent a baby from being cursed.
Episode Transcript
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Liisphyra, the Sponsor, and Finli were voiced by Katie Siegel.
Dear Liisphyra was created, written, and produced by Katie Siegel.
Music:
"Dear Liisphyra Main Theme" by Katie Siegel
"Dear Liisphyra Credits Theme" by Katie Siegel
2024-02-0119 min
One Vision fintech fuseA founder's quest to scale a SaaS solution for SMBsSmall businesses account for 99.9% of all U.S. firms. They employ almost half of America's private sector workforce and represent 43.5% of gross domestic product. By almost any measure, small businesses are a crucial part of our economy and workforce. Yet, they are hugely underserved by the financial services industry. In this episode of One Vision, Theo, Stephanie, and Amelia chat with Lori Shao, CEO of Finli, a certified B Corp digital back office platform for small businesses, on her journey to entrepreneurship, the challenges that SMBs face, and the role that community banks can play. “I know in my heart wh...
2023-12-0432 min
Marketing i sprzedaż dla agenta ubezpieczeniowego[228] W którym Towarzystwie ubezpieczyłbyś swoje dziecko od NNW? Agenci odpowiadająDowiedz się więcej: W którym Towarzystwie ubezpieczyłbyś swoje dziecko od NNW? Agenci odpowiadająTo był piątek, drugi września.Dla wielu rodziców ulga. Dla wielu dzieci… nowe wyzwaniaDla agentów ubezpieczeniowych to często moment gdy rodzice sami się zgłaszają aby kupić ubezpieczenie NNW dla dziecka.To też moment w którym agenci proaktywnie przypominają w szkołach o swojej obecności, lub przypominają swoim klientom że warto pomyśleć o ubezpieczeniu NNW. Nie koniecznie oferowanym domyślnie przez szkołę.A ja, jako rodzic, się zacząłem zasta...
2022-09-0504 min
Small 2 Scaled - From Vision to VentureGet Paid! With Finli.com Founder Lori ShaoFinTech is HUGE and growing stronger every year. This episode explores what it takes to get a Financial Technology platform off the ground. Our guest today is Lori Shao. She is the Founder of Finli.com, a tech platform that helps solopreneurs and small businesses get paid - for free. Lori tells us her reason for leaving behind a 17-year lucrative investment banking job at JP Morgan to become an entrepreneur herself. As a parent and provider, leaving the familiar was risky, but she knew a market existed and her product has the potential to reach mi...
2021-11-1635 min
Hope That Helped PodcastEp. 51 - Rolling with my homies....and trashcan talkSend us a textConnect with the Hope That Helped Podcast-Email us - hopethathelpedpodcast@gmail.comInstagram - https://www.instagram.com/hopethathelped/Facebook - https://www.facebook.com/hopethathelped/Twitter - http://www.twitter.com/hopethathelpeduListen to the Hope That Helped Podcast and please subscribe, rate, and review! Thank you for l...
2021-10-1142 min
Small Business StoriesHow To Protect Your Small Business From An Oncoming COVID SurgeWondering about what it takes to protect your small business form an oncoming COVID surge? This episode covers methods to prevent common negative outcomes caused by COVID surges along with tips on how to better prepare your business for them with detailed answers from Finli COO Jonathan DiBenedetto. Listen now.
[00:23] - About Finli COO Jonathan
[01:20] - What are things small businesses can do to protect themselves from an oncoming COVID surge?
[01:30] - Tip #1
[03:20] - Tip #2
[04:50] - Tip #3
2021-09-2906 min
Small Business StoriesPreventing and Collecting Past Due InvoicesWondering about what it takes to prevent and collect your small business's past due invoices without upsetting your customers? This episode covers methods to prevent past due invoices along with tips on how to collect them with detailed answers from Finli COO Jonathan DiBenedetto. Listen now.
[1:15] - Advice for small business owners on how to prevent past due invoices.
[1:15] - Advice for small business owners on how to prevent past due invoices.
[3:50] - Other suggestions to track down or avoid past due invoices.
2021-09-2905 min
Small Business StoriesHow to Raise Prices Without Losing CustomersWondering about what it takes raise your small businesses prices without upsetting your customers? This episode covers frequently asked questions on raising prices with detailed answers from Finli COO Jonathan DiBennedetto. Listen now.
[00:00] - About Jonathan
[01:00] - When is it a good time for businesses to raise their prices?
[03:27] - When a small business has decided to raise their prices, what is one of the more obvious ways to do so?
[04:37] - Do you have any tips for those looking to satisfy their customers while still raising...
2021-09-1410 min
Small Business StoriesSmall Business Spotlight: Wushu Unlimited Martial ArtsWondering about what it takes to build a successful small business? What does it take for someone to be their own boss and do what they love? This episode covers Jennifer and her husband's journey to opening their Wushu studio and what they learned along the way. Listen now.
[00:00] - Introduction to Small Business Owner Jennifer and Wushu Academy
[11:00] - What is Jennifer’s favorite part of running Wushu Academy?
[14:35] - What is the hardest part of running a service-oriented business?
[26:00] - If you could go back in ti...
2021-08-2429 min
Small Business StoriesWhat Every Small Business Needs to Know to be SuccessfulAre you holding off on starting your own business because you're wondering about what it takes to build a successful one? This episode covers the top things you need to know as a small business owner in order to simplify and boost your business. Listen now.
[00:30] - Introduction to Lori Shao
[01:30] - Every business needs its support network
[04:15] - Making sure you are financially stable and able to support your business
[08:30] - You need to stay motivated and be self-motivated
[12:15] - Know what you’re...
2021-08-0924 min
Small Business StoriesHow to Build Your Small Business in 7 DaysNot sure how to go about starting to build your small business? This episode dives deep into how to build your business plan and turn it into a successful SMB. Listen now.
[00:00] - Introduction
[01:00] - Lori Shao Introduction: Founder of VC-Backed Startup Finli
[02:39] - Your 7 Day Schedule
[04:07] - Day One: Figure Out What Your Business Is
[07:47] - Days Two Through Four: Legitimize your business.
[16:03] - Days Five Through Seven: Distribution and Amplification
[24:02] - Questions
2021-08-0931 min
Small Business StoriesHow to Know When You've Found A Viable Business IdeaNot sure if your small business idea is viable? This episode dives deep into when and how to begin and how to recover from failure. Listen now.
[00:00] - Introduction
[01:09] - About Lori Shao
[02:24] - Prerequisites
[07:36] - Identify a Problem
[09:20] - If I've identified multiple problems, which one do I go with?
[11:40] - Introspection
[14:21] - When to start
[16:42] - What if I fail?
[17:29] - Checklist to De-risk
[20:21] - Q&A
2021-07-1528 min
Small Business StoriesWhy Your Small Business Should Be Using Paid Digital AdsNot sure if your small business can benefit from using paid digital ads? This episode dives deep into who should be using paid ads, how much to expect to pay for it, and how to get started. Listen now.
[3:13] - What is Paid Digital Advertising.
[5:19] - What is Paid Media, Social, and Search Engine Marketing?
[14:31] - Tips for Small Businesses on Social Media Advertisements
[19:09] - Is it just ads? More Marketing Avenues
[21:53] - Conversion Rate Optimization
[27:49] - How can SMBs Make sure they're targeting the right people?
2021-06-2451 min
Small Business StoriesGrow your SMB with ContractorsOn this episode of Small Business Stories powered by Finli, Finli CEO Lori Shao and Liquid CEO Saujin Yi talk about what the liquid workforce is and how small businesses can use contractors to their advantage to speed up growth. On top of discussing the pros and cons of hiring contractors, Lori and Saujin also answer live questions from the audience. Take a listen!
Timestamps for Topic Discussions
[00:00] - Introduction to the Podcast and Guests
[02:09] - What is the Liquid Workforce and Its Benefits?
[07:25] - Barriers to Using Liquid Workforce...
2021-05-2549 min
Small Business StoriesContent Strategy for SMB'sOn this episode of Small Business Stories powered by Finli, CEO Lori Shao and Content Manager Angie Wong discuss the methods small businesses can implement to grow their business, including how to build and grow their social media presence, how to optimize their website, and how to utilize tools that are available to them to make both of these as easy and quick as possible. Take a listen!
Timestamps for Topic Discussions
[00:01] - Introduction: What's next after creating your Website | Finli.com
[01:24] - Utilizing Social Media to Grow your Audience and Awareness
2021-05-2234 min
Small Business StoriesMartial Arts Studios Taking Back Control Amidst COVIDFor this episode, we have a candid conversation about the grit and resilience of Martial Arts Studios through COVID-19 and beyond.
2021-04-0234 min
Bi' Gidene Soralım | Türkçe Podcast2.19 Finlandiya'da Yaşamak | Çağrı Yalgın (Fin Kültürü ve Ahlak Bilgisi)Twitter'da Fin Kültürü ve Ahlak Bilgisi (@finli_degil_fin) hesabından tanıyabileceğiniz Çağrı Yalgın konuğum oldu ve onunla Finlandiya'daki sauna kültürünü, Fince Türkçe benzerliğini (veya benzemezliğini), Finlandiya'nın nüfuzlu Tatar toplumunu, İsveççe konuşan Fin azınlığı konuştuğumuz ve daha pek çok ilginç kültürel noktaya değindiğimiz, benim de bilmediğim farklı şeyler öğrendiğim bir bölüm kaydettik.
Çağrı Yalgın, Bornova Anadolu Lisesi’nden ve Marmara Üniversitesi Tıp Fakültesi’nden mezun olduktan sonra Japonya’daki RIKEN Beyin Bilimleri...
2021-02-2843 min
Small Business StoriesDog Training Business DemystifiedThe dog training industry is fascinating. In this episode, Chelsea and I will take you on a journey to understand the customer experience as well as the thriving dog training industry. The business opportunities in this +$10billion vertical is drool worthy and rapidly growing year over year. Although businesses in this category are above average when it comes to embracing technology, there is still plenty of room for innovation and all are patiently awaiting for an industry leader to pierce through the bark.
2021-02-2740 min
Small Business StoriesFrom Treasury Consultant to Family Therapist with CynthiaGoodbye treasury. Hello families.
Follow Cynthia's journey from pursuing a lucrative career in treasury to finding her calling in family therapy. Hear her trials and triumphs, challenges of scaling her business, tips on mental health, research on culture as it relates to embracing therapy, and more.....
2021-02-2630 min
Small Business StoriesFrom Sassy Banker to Beloved Florist with JenelleSo..... what do you do after a decade in Corporate America? You quit your stable job and open a flower shop of course! We could all dream of roses and eucalyptus but to Jenelle, this dream is reality. In this episode, we will follow her through motherhood, rose ceremonies, life's purpose, all the while navigating through a global pandemic.
2021-02-2427 min
Small Business StoriesFrom piano lessons to a traveling band with ChelseaLove of music + love of people with a sprinkle of grit, a touch of fearlessness, and high dose courage reflect Chelsea's delightful journey into entrepreneurship.
2021-02-2322 min
Just Go Grind#243: Lori Shao, Founder & CEO of Finli, on Building an Innovative Fintech Company Powering Neighborhood BusinessesLori Shao is a financial services veteran with deep expertise in payment technology and innovation. In April 2019, she walked away from her 17-year career in banking to build Finli, a vertical payment solution to power neighborhood schools and freelance instructors. Finli stands for financial lift and operates with the clear mission to financially lift communities through innovation and narrow the gap of accessibility, affordability, and outcome for all. Lori resides in Arcadia CA with her husband Derek and two children Ed and Ryan. Some of the Topics Covered by Lori Shao in this Episode
2020-11-2555 min
The 30 Minute CMO02 - How Finli is leading the SMB payments revolutionThis is a conversation with Lori Shao, founder and CEO of Finli - an LA-based fintech startup with some serious community-centric values. I talk to Lori about how her company is helping save small community businesses during the pandemic through an initiative called #standupforsmallbusiness. We'll also hear about Finli's origin story as well as a Tai Chi master by the name of Coach Wang.
2020-05-1538 min
geekgillerGeek Konuk 8 Çağrı Yalgın - Onlar Finli Değil FinGeek Konuk'ta bu hafta uzun yıllardır Finlandiya'da yaşayan ve Finlandiya vatandaşlığı da bulunan Doktor Çağrı Yalgın'ı konuk ettik. Kitabı Onlar Finli Değil Fin dışında Finlandiya üzerine ülke hakkında az bilinen, farklı ve eğlenceli konuları konuştuk. Ayrıca vatandaşlıktan apostil gereken işlemlere kadar Finlandiya hakkında sorulan pek çok soruyu kendisine sorduk.
2020-04-2149 min
Açık Bilim PodcastMUHABBET TEORİSİ #134: FİNLİ DEĞİL FİN!#MuhabbetTeorisi 134.Bölümünde Dr. Çağrı Yalgın'ı konuk ettik. Yeni çıkan kitabı "Onlar Finli Değil Fin!" üzerine şunları konuştuk.
Finlerle Türkler akraba mı?
Peremeç çiğ börek mi?
Tüm tarihler programımızda!
Keyifli Dinlemeler..
2018-12-071h 04
Açık Bilim PodcastMUHABBET TEORİSİ #134: FİNLİ DEĞİL FİN!#MuhabbetTeorisi 134.Bölümünde Dr. Çağrı Yalgın'ı konuk ettik. Yeni çıkan kitabı "Onlar Finli Değil Fin!" üzerine şunları konuştuk. Finlerle Türkler akraba mı? Peremeç çiğ börek mi? Tüm tarihler programımızda!Keyifli Dinlemeler..
2018-12-071h 02
Femkanje#82 BG PRELETANJEU decembarskom izdanju Femkanja poslušajte preletanja kroz nekoliko događaja koja su obeležila jesen u Beogradu. 56. Oktobarski salon, prvi put u bijenalnom izdanju zatvorio se 6. novembra, a Vladimir Bjeličić, istoričar umetnosti i kustos, vodio nas je kroz postavku u zgradi bivše Vojne akademije.
U nastavku emisije, razgovaramo sa nekoliko umetnika, Štal Stenslijem, Zane Cerpinom i Karen Finli (Stahl Stenslie, Zane Cerpina, Karen Finley), koji su u okviru festivala Ekstravagantna tela: Zločin i kazna, održanog u Domu Omladine 20. i 21. novembra, predstavili svoje radove beogradskoj publici.
A na samom kraju, predstavlj...
2016-12-272h 38