Shows
Keen on RetirementShould Tariffs and Market Volatility Change Your Retirement Timeline?"Jim" (66) and "Karen" (64) both retired in the last six months. Jim has an IRA with $900,000, and Karen has a Roth IRA with $300,000. They inherited a brokerage account with $600,000 and a cost basis of $500,000. They have $100,000 in an emergency cash fund. Jim is receiving his Social Security benefits of $2,600 per month. He also has a pension of $1,800 per month. Karen is planning to start receiving her Social Security benefits at 67, for $1,900 per month. Their total net worth is $2.7 million. And now, just months into their retirement, Jim and Karen are...2025-04-0938 min
Barron's AdvisorJim Gold: Building a $40B RIA With Leadership That’s Firm—Yet FunSteward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.
Learn more about your ad choices. Visit megaphone.fm/adchoices2025-02-0430 min
CEO Coaching International PodcastMake BIG Happen Summit Flashback: 4 Ways to Deliver World-Class Customer Service from John DiJuliusAre you ready to achieve the unimaginable this year? Then register now for the 2025 Make BIG Happen Summit, April 24-27 at the Fontainebleau Miami Beach Hotel. This year, in addition to our usual lineup of world-class speakers and social events, we’re excited to unveil our exclusive “MBH” program—a full MBA experience distilled into one intensive day. You’ll gain strategies and insights directly from renowned experts like Good To Great author Jim Collins, and Harvard Business School professors Deepak Malhotra and Boris Groysberg. For a preview of the kind of inspiring, motivating, and actionable...2025-01-211h 06CEO Coaching International PodcastHarold Brand's Blueprint for Transforming Engineering Expertise into Sales MasteryGuest: Harold Brand, Chairman of the Board and CEO of CYBRA, a leader in the barcode and RFID technology space. Harold is a client of CEO Coaching International. Overview: A good CEO understands his company's core competencies. A great CEO also understands his company's weaknesses. And the absolute best CEOs have the humility and long-term vision to get help shoring up those weaknesses so that they can Make BIG Happen. On today's show, Harold Brand discusses how working with CEO Coaching International's Jim Weaver helped his technology firm grow into a sales and marketing juggernaut w...2024-02-2035 min
The Conversation with Clinton M. PadgettStart-up Mindset, Hybrid Workforce & Open-Plan Office: A Conversation with Jim SanduskiIn this episode, Clint continues his conversation with Jim Sanduski, President of Sharp Home Electronics Company of America. During their discussion, Jim talks about why he views Sharp as a start-up company, the benefits of two-way communication, and finding the balance of in-office versus remote work. Plus, Jim explains why he’s such a fan of open-plan offices. This is the second part of a two-part discussion.2023-04-2622 minThe Conversation with Clinton M. PadgettInternational Business, Innovative Products & Induction Stoves: A Conversation with Jim SanduskiIn this episode, Clint has a conversation with Jim Sanduski, President of Sharp Home Electronics Company of America. During their chat, Jim details his educational and professional journey, including his years spent in Japan, and Jim and Clint bond over their shared love of Japanese culture. Later, Jim talks about some of the changes he’s led at Sharp, as well as the importance of stepping outside of your comfort zone and not taking the easy path. This is the first part of a two-part discussion.2023-04-1932 min
Digital Money AdvisorWhy Advisor Jim Crider Allocates 5 - 20% of His Clients' Portfolios to Bitcoin and Related AssetsJim Crider, CFP® and CEO of Intentional Living FP discusses what led him down the Bitcoin rabbit hole and why he now allocates 5-20% of his clients' portfolios to Bitcoin and Bitcoin-related companies.2021-07-0135 min
Between Now and SuccessA 4-Part Framework to Work with Families Who Desire Early Financial Independence with Jim CriderJim Crider, CFP® and CEO of Intentional Living FP discusses how his desire to guide people through the personal stress that money can create led him to a career in financial services and, ultimately, founding his own firm.2021-07-0119 min
YourTechReportA Better Kitchen and Better Food Courtesy of SharpA couple of months ago we met James Sanduski (President) and Peter Weedfald (SVP Sales & Marketing) from Sharp. Then; we spoke at a very high level about everything the company is doing. Today we catch up with Jim and Peter and dive right into the kitchen. What new innovations is Sharp bringing to focal point of our homes? Listen to find out....
Please don't forget to rate the podcast, review it and follow us for future episodes!
For all our podcasts, SiriusXM shows, and YouTube videos follow us:
www.yourtechreport.com
www.youtube.com/yourtechreport
See omnystudio.com/listener for...2021-03-1632 minCEO Coaching International PodcastAn Unconventional Staffing Solution Helped This CEO Grow from $0 to $120 MillionThe battle for the best talent is as fierce right now as it’s ever been. The best performing companies spare no expense when it comes to recruiting top performers. And young companies just starting down the road to BIG need to make sure they’re not stuck settling for second-best. How? One: make sure your employee compensation package is stellar. Two: make sure you’re not so busy shopping in the same crowded talent pool that you’re overlooking other ways to hire the best performers for the jobs you need done. Ma...2019-11-1219 minBetween Now and SuccessWhat Golf Great Jim Flick Taught Billion-Dollar Advisor Michael Bapis About Winning in BusinessYou’re not going to reach the top of this profession without having a competitive streak in you. And when you channel that competitiveness into “winning” for your clients and “winning” in the growth of your business, that’s a dynamite combo. Today’s guest, Michael Bapis, is a competitor who played golf for the University of Utah, then collegiate-level basketball while studying abroad in Greece for two years. After finishing school, he moved to Phoenix and ran Jim Flick's Golf School at Desert Mountain. Once he decided to follow his father into finance, Michael kept learning and achieving...2019-06-1745 minCEO Coaching International PodcastA Seven-Step Process to Nailing Your Next BIG AcquisitionThere’s more than one way to get BIG. If your company is really firing on all cylinders, hitting its targets, and keeping you in the black, an acquisition might be just the thing to take you up to the next level. But whether you’re looking to buy or sell, it’s critical that you and your team don’t get too caught up in the excitement of the opportunity. CEOs who chase acquisitions like they’re shiny new things to collect risk stretching themselves too thin. A smaller business that wants to sell quick might be too foc...2019-03-2636 minCEO Coaching International Podcast4 Keys That Drove One Company From $0 to $120 Million in RevenueJim Bennett’s parents never gave him an allowance, and so from a very young age he was always doing something to earn money. Those early experiences mowing lawns, delivering newspapers, and stringing tennis rackets planted the seeds of an entrepreneurial spirit. “I learned quickly that starting your own business always paid more than just a job,” Jim remembers. After college, that’s what Jim did. He became a Worldwide Express franchisee, and through determination and perseverance, went on to compete with the big boys in global shipping—and win. On today’s show, Jim Bennett discusses how he homed...2018-12-1136 minCEO Coaching International Podcast5-Time CEO Jim Weaver on the Common Traits of Great CEO LeadersJim Weaver didn’t set out to be a 5-time CEO in such a diverse array of businesses. But whenever opportunities presented themselves, Jim took advantage, pivoting his companies and himself towards new experiences, better markets, and BIGGER growth. Now he’s ready to share what he’s learned from five stints in the big chair with CEO Coaching International’s clients. On today’s show, Jim Weaver discusses his transition from government work to the private sector to going public, and what his experiences at the top of multiple companies have taught him about being a great CEO...2018-06-2635 minBetween Now and SuccessHow to Succeed in National Media as a Source, Columnist, or TV Guest with CNBC’s Jim PaviaHave you ever seen an advisor on TV or read a quote from an advisor and thought, “They should be talking to me; I’m just as smart as that advisor.” The fact is, that advisor may not be any smarter than you from a technical standpoint, but they may be more media savvy than you are. Now more than ever, money is news, twenty-four-seven. Baby boomers are retiring. Millennials have major money issues. Health care costs, Social Security, and Medicare are a constant source of political debate. The pros and cons of the new tax la...2018-05-2143 minCEO Coaching International PodcastDon’t Build Your Team for Today -- Build Your Team for BIG!The path from pre-revenue start-up to a successful million-dollar business is tough. Getting from that first million to $5 million can be even tougher. And if you want to scale BIG, to $10, $50, or even $100 million or more? Well, that takes great leadership. On today’s show, Jim Kenefick explains how CEOs can build a team and a learning culture that will transform good companies into great ones. And then we follow that with a discussion on how you can finance your company's rapid growth.2018-03-2038 min
Unconventional GeniusJim Sanduski, President of Sharp Home Electronics on The Future of Consumer ElectronicsAs the founder of a consumer technology PR agency, you can bet that I’m highly interested in the future of consumer electronics. That’s why I jumped at the opportunity to speak with my guest on this week’s edition of the Unconventional Genius podcast: Jim Sanduski, President of Sharp Home Electronics Company of America. Jim has been working in the Consumer Electronics Industry for more than 25 years. Before taking on his current role, he was an executive with a handful of companies you may have heard of: Sony, Samsung, HP, and Panasonic. Jim has experienced some o...2017-12-1946 minBetween Now and SuccessCryptocurrency, Bitcoin, ICOs, Blockchain: What Should Advisors Do?Can I interest you in my new cryptocurrency, BelayCoin? You can use BelayCoin to pay for the services of my company, and every transaction is verified and recorded in the Ethereum blockchain. And over time, the value of BelayCoin may rise to reflect how in-demand my services are. Now, don’t go running for your credit cards – I’m just kidding. I haven’t actually set up a system like this. But if I did, would I be crazy, or ahead of the curve? On today's show, I sit down with Jim Dowd to find...2017-12-041h 06Between Now and SuccessFriday Podcast: 1-22-16Optimism is only half of the equation to overcoming a tough situation.
Regarding the current volatile financial markets, I hear many advisors talking right now about staying the course, we're in it for the long-term, "this too shall pass," and other similar comments. Intellectually, that makes sense as over the long-term, the odds are high we'll hit new all-time highs in the market again. But if this optimism prevents you from taking action because it will all work out in the end anyway, well, I think that's a mistake.
"Action" does not mean you start...2016-01-2216 minBetween Now and SuccessFriday Podcast: 11-27-15Do you know where your new revenue will come from in 2016? When I coach financial advisors, I often find they have a goal to generate a certain amount of new assets under management. What's frequently missing, though, is a detailed breakdown of where those new assets will come from and a specific plan on how they will be generated.
In this episode, I discuss how to specifically identify where your new revenue will come from and how to ensure you achieve your new AUM goal. Plus, I share two other ideas and leave you with a key...2015-11-2708 minBetween Now and SuccessJim Pavia and Fred Gabriel on How to Get Published and Quoted in the MediaYou could be a highly competent financial advisor but if few people know about you, you’ll starve for new business. There are two main ways to become known to your ideal audience.
Develop the audience yourself through marketing.
Show up in the middle of somebody else’s audience and display your value.
I can assure you, the second option is by far the most effective both in terms of time and money if done correctly. In today’s episode, we discuss the mechanics of how to show up in the middle of a media...2015-07-1351 min