Podcast

Self-Directed IRAs, Offshore Teams and Guatemala

https://www.youtube.com/watch?v=_FNd4kNa2_4 JP Dahdah is the Founder and CEO of Vantage IRAs, a top self-directed retirement plan administration and alternative custody company that helps investors diversify their retirement savings. He specializes in alternative investment custodial services for self-directed IRAs and private market investments. With a 25-year career in financial services, JP has received various awards and …

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Making Accounting NOT Suck

https://www.youtube.com/watch?v=wpsbtEojV_U Spencer Sheinin is the Founder and CEO of Shift Financial Insights, a firm providing outsourced bookkeeping, accounting, and financial insights to small and medium-sized businesses. He is a CPA with over 20 years of experience as an entrepreneur, having owned businesses in manufacturing, construction, real estate, cold storage, and financial services. Spencer is also …

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Capitalism as a Source for Good

https://www.youtube.com/watch?v=f9ULq1yT6II Kent Gregoire is the Co-founder of Stakeholder Business, a firm that helps leaders build thriving stakeholder businesses that matter. He is also the Founder and CEO of Symphony Advantage. Kent is a serial entrepreneur who launched his first manufacturing company at 14. Since then, he has founded and led over a dozen organizations throughout …

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ChatGPT, America’s Cup Sailing, and Creating Entrepreneurs

https://www.youtube.com/watch?v=XfIFamYqP6E TA McCann is the Managing Director of Pioneer Square Labs, a Seattle-based software development studio that creates and launches technology startups. As a serial entrepreneur, he was the Founder and CEO of Senosis, acquired by Google, Gist, acquired by Blackberry, and Rival IQ, a leader in marketing analytics. TA is an active angel investor, …

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Will AI Be a Game Changer in Wealth Management?

https://www.youtube.com/watch?v=qYFKBzVvEDQ Nathan Donohue is the Co-founder and Partner of Consilio Wealth Advisors, an SEC-registered independent wealth management firm for technology professionals. As Partner and Advisor, he drives firm strategy, execution, and internal processes for the team. Nathan is a Certified Financial Planner (CFP) who started his financial planning practice in 2008 while finishing college. He …

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HR and Talent Going Post-COVID

https://www.youtube.com/watch?v=656ZxbQ6EnU Shannon Swift is the Founder and CEO of Swift HR Solutions, a provider of strategic HR services and products for early-stage companies. She has over 20 years of experience in human resources. Before founding Swift HR Solutions in 2004, Shannon held executive HR roles at GoAhead Software, Nastech Pharmaceutical, and Health Team Northwest. She …

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Tech Entrepreneur Changes the Franchise Industry

https://www.youtube.com/watch?v=nP_9c5aq9zo Carey Gille is the Co-founder and CEO of Franchise FastLane, an accelerated turn-key franchise sales organization (FSO). The FastLane team works with select brands to perfect their discovery process, deliver qualified franchisee leads, and drive explosive growth. Carey has an extensive background in the franchise industry, having worked in both the franchisee and franchisor …

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Non-Sexy Scalability Through Process Documentation

https://www.youtube.com/watch?v=i8HRGJQtNro Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, …

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How To Write a Bestselling Business Book and ChatGPT’s Impact on Publishing

https://www.youtube.com/watch?v=a8ky8KS-bPs Alinka Rutkowska is the CEO of Leaders Press, a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and promotes them to bestseller status with a 100% success rate. She runs a hybrid publishing house with traditional distribution via Simon & Schuster, through which more than 500 …

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Timeless Principles for Building and Running Businesses

https://www.youtube.com/watch?v=PpWfbUhlj_I Erick Slabaugh is the CEO of Absco Solutions, a best-in-class fire-life safety and security systems integrator. He is also the Founder and CEO of FCP Insight, a cloud-based enterprise software solution for electrical contracting businesses. Erick is committed to helping entrepreneurs and business leaders leverage timeless principles and build a business that leaves a …

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