China is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomorrow, Liqian Ren breaks down Beijing’s evolving playbook, from service-sector subsidies to the political sensitivities shaping its response to U.S. actions in the Middle East. Listen now to hear how domestic policy and global dynamics are reshaping China’s economic path.

China’s Economic and Global Shift

Originally loaded October 18th, reloaded July 3rd.
Wednesday June 12, 2024, MBN's Jeffrey Mosher hit the road and caught the VIP Q & A Workshop session following a Leadership Talk. This is audio number 2 of 3 from that day.

In this video you catch a can’t miss event where the gathering in REO Town heard from Matthew Pollard, the Rapid Growth Guy. Mr. Pollard was kind enough to stick around and answer several questions for the set hosted by Reuben Levinsohn of Washington Avenue Advisors in this nearly 50 minute session. 

Overall points covered, included:

The Importance of Business Valuation and Systemization

Creating a Business that is Sellable and Achieving Goals

Storytelling and Marketing

Effective Communication and Sales

Personal Storytelling and Introversion

Case Studies and Long-term Planning

It preceded a Business Valuation Workshop including Michael Maddox, host of MBN’s ‘Getting A Grip’ from the Cadillac Room Wednesday, June 12th.

In the Business Valuation Workshop, for the next video attendees discover the 8 keys to unlocking growth, building a great organization, and achieving clarity in your company's vision. Led by industry experts Reuben Levinsohn and Nicholas Pope of Washington Avenue Advisors, and joined by Professional EOS Implementer Mike Maddox, this series equips entrepreneurs with the tools to maximize their business's value and prepare for a successful exit. Upcoming videos will share from that part of the day.
Our live workshop series will help you to:
• Understand the 8 drivers of business growth
• Understand the 6 keys to building a truly great organization
• Learn how to achieve a clear company vision
• Instill discipline and accountability throughout the organization
• Roll up your sleeves and confront organizational issues head-on
• Strengthen your business and produce powerful results
Don't let your business stagnate—join us to strengthen your business and produce powerful results!

Who should attend in October if you missed the June event?

Open-minded and growth-oriented owners and leaders of businesses with 10 or more employees, who want to take their company from good to great!

These take place directly after Leadership Talks (like June's with Matthew Pollard).

Reuben Levinsohn and Mike Maddox were hosting workshops focused on helping you grow your business VALUATION, something very few entrepreneurs focus on with intention in their annual and quarterly growth strategies. We’ll also be providing attendees with an opportunity to assess their personal + business ‘Exit Readiness’ and build an action plan from it.     The events on June 12 and October 17 are in person – with amazing speakers!   Breakfast and lunch are provided at these also. 

Registration for the upcoming October event is required:  
https://www.waadvisors.com/events

» Visit MBN website: www.michiganbusinessnetwork.com/
» Watch MBN’s YouTube: www.youtube.com/@MichiganbusinessnetworkMBN
» Like MBN: www.facebook.com/mibiznetwork
» Follow MBN: twitter.com/MIBizNetwork/
» MBN Instagram: www.instagram.com/mibiznetwork/

MBN on the Road | Matthew Pollard VIP Q&A after Leadership Talk June 12th '24 in REO Town, Lansing

Originally loaded October 21st, reloaded July 4th..
Wednesday June 12, 2024, MBN's Jeffrey Mosher hit the road and caught the Workshop session following a Leadership Talk. This is audio number 3 of 4 from that day.

In this video you catch a can’t miss event where the gathering in REO Town heard from a Business Valuation Workshop including Michael Maddox, host of MBN’s ‘Getting A Grip’ from the Cadillac Room Wednesday, June 12th.

In this Business Valuation Workshop, for the next video, attendees discovered the 8 keys to unlocking growth, building a great organization, and achieving clarity in your company's vision. Led by industry experts Reuben Levinsohn and Nicholas Pope of Washington Avenue Advisors, and joined by Professional EOS Implementer Mike Maddox, this series equips entrepreneurs with the tools to maximize their business's value and prepare for a successful exit. Upcoming videos will share from that part of the day.
Our live workshop series will help you to:
• Understand the 8 drivers of business growth
• Understand the 6 keys to building a truly great organization
• Learn how to achieve a clear company vision
• Instill discipline and accountability throughout the organization
• Roll up your sleeves and confront organizational issues head-on
• Strengthen your business and produce powerful results
Don't let your business stagnate—join us to strengthen your business and produce powerful results!

Mike Maddox shared his story of running and operating a company called ASK, an IT and cyber security company, which experienced 10x growth over 10 years, but also faced chaos and frustration, and eventually implemented the Entrepreneurial Operating System (EOS) to get the business healthy and aligned, and was later acquired by a large multinational company 
01:14.

Mike's experience with EOS and his acquisition led him to start coaching other businesses, and he eventually got his franchise to coach clients, with the goal of helping other business owners achieve successful exits and grow their business value 
04:44.

Brian, a partner with Washington Avenue Advisors, shared his motivation for helping business owners with their valuation and exit, which is to see stories like Mike's and help owners have successful exits, allowing them to pursue their passions and reap the benefits of their hard work, and he achieved the Certified Exit Planning Advisor (CEPA) designation to be more intentional about delivering this service 
07:29.

Understanding the eight drivers of business value and the six keys of operational success can help business owners make informed decisions and potentially increase their company's value 
10:24

Focusing on a unique aspect of a business, such as monopoly control, can lead to competitive advantages and better margins, as seen in Stephanie Breedlove's story of growing her company to $9 million in revenue 
11:31

Building a strong "moat" around a business by developing a unique skill or service can make it more valuable and attractive to potential buyers, as demonstrated by Stephanie's sale of her company for $54 million 
17:40

Reuben Levinsohn and Mike Maddox were hosting workshops focused on helping you grow your business VALUATION, something very few entrepreneurs focus on with intention in their annual and quarterly growth strategies. We’ll also be providing attendees with an opportunity to assess their personal + business ‘Exit Readiness’ and build an action plan from it.     The events on June 12 and October 17 are in person – with amazing speakers!   Breakfast and lunch are provided at these also. 

Registration for the upcoming October event is required:  
https://www.waadvisors.com/events

» Visit MBN website: www.michiganbusinessnetwork.com/
» Watch MBN’s YouTube: www.youtube.com/@MichiganbusinessnetworkMBN
» Like MBN: www.facebook.com/mibiznetwork
» Follow MBN: twitter.com/MIBizNetwork/
» MBN Instagram: www.instagram.com/mibiznetwork/

MBN on the Road | Valuation And EOS Breakout Workshop from Leadership Talk June 2024 Part 1

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies. 

Key Points :

- The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space
- How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios
- The advantages of semiliquid fund structures for private wealth investors
- The growing importance of education for advisors and clients when approaching secondaries

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: WealthManagement.com: https://www.linkedin.com/company/wealthmanagement-com/ 

Connect With Jonathan McEvoy:

Website: Coller Capital - https://www.collercapital.com/ 
LinkedIn: Jonathan McEvoy - https://www.linkedin.com/in/jonathanmcevoy/ 

Resources:

Listen to the Wealth Management Invest Podcast on WealthManagement.com: https://bit.ly/3EHpeRh 
Listen and Subscribe to the Wealth Management Invest Podcast on Apple Podcasts: https://bit.ly/4m1s30k 
Listen and Subscribe to the Wealth Management Invest Podcast on Spotify: https://bit.ly/4d0rD67 

Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

As the year comes to an end, SVP/Private Banking Group Manager Caryn Levey urges financial checkups amid new OBBB Act changes. Review tax brackets, deductions and savings tools with advisors. Use FSA funds, maximize retirement contributions and lock in higher savings rates before Fed cuts. Plan ahead—smart budgeting and guidance can help you start 2026 strong. 

10/23/2025: Caryn Levey - Year-End Financial Moves Amid New Tax and Savings Changes

Partnership in life and business takes communication, balance and understanding, and when money enters the mix, the stakes are even higher.

In this episode of the Focused on The Future podcast, host Suzanne Siracuse talks with Douglas and Heather Boneparth, the husband-and-wife team behind Bone Fide Wealth, about how their personal and professional lives intersect, the inspiration behind their new book Money Together, and the lessons they’ve learned about partnership and purpose.

Douglas and Heather share how real-life challenges shaped their firm’s people-first mission, why emotional awareness matters as much as financial planning, and how open communication can strengthen both relationships and client connections.

Key takeaways:

- How Doug’s second-generation financial background shaped Bone Fide Wealth’s people-first philosophy
- Heather’s transition from corporate law to financial services and how her outsider perspective strengthens the firm
- How their experiences with debt, economic uncertainty and family life help them connect authentically with clients
- Insights from their new book Money Together on fairness, communication and partnership in financial relationships
- Practical advice for advisors on engaging both partners in client conversations and using digital platforms effectively

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 
Book: Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team - https://www.amazon.com/Money-Together-relationship-unstoppable-financial/dp/1804090816 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Douglas & Heather Boneparth:
 
Bone Fide Wealth - https://bonefidewealth.com/ 
Money Together - https://domoneytogether.com/ 
LinkedIn: Bone Fide Wealth - https://www.linkedin.com/company/bone-fide-wealth-llc/ 
LinkedIn: Douglas Boneparth - https://www.linkedin.com/in/douglasboneparth/ 
LinkedIn: Heather Boneparth - https://www.linkedin.com/in/heather-boneparth-67533928/ 

About Douglas & Heather:

Douglas Boneparth is the founder of Bone Fide Wealth, a wealth management firm in New York City. Recognized as one of the nation's most influential financial advisors, Douglas serves on the advisory councils for CNBC and Investopedia. He has been featured in The New York Times, The Wall Street Journal, Barron’s, and more. He is also a CFP Board Ambassador for New York. Douglas received his B.S. from the University of Florida and his M.B.A. from NYU’s Stern School of Business. When he’s not making jokes on the internet, he enjoys brewing coffee, though he can do both at the same time. 

Heather Boneparth is used to wearing many hats. On her first maternity leave, she co-authored the couple’s first book on helping millennials achieve financial freedom. Since then, she has become a rising voice at the intersection of love, money, and family. She has written for CNBC, theSkimm, Insider, Scary Mommy, and more. As a lawyer, she spent more than a decade in the insurance industry before joining the family business as Bone Fide Wealth’s director of business and legal affairs. She received her B.S. from the University of Florida and her J.D. from the Benjamin N. Cardozo School of Law. 

Heather and Douglas met in college and consider themselves Gators for life. They now live in New Jersey with their two daughters.

How Douglas and Heather Boneparth Combine Love, Money and Purpose

11 06 2025 Pastor Paul Interview - Michael -Chaos - Fractured Govt.- Vision

In this month’s episode of TechKnow, Michael Tran from the BT Technical Services Team is joined by Lisa Haley, Senior Financial Adviser at Apt Wealth Partners to delve into the most significant aged care reforms Australia has seen in over a decade.
With sweeping changes commencing on 1 November 2025 come new complexities for advisers and families alike. Lisa shares her insights and practical wisdom on navigating the new aged care system, and suggests that expert guidance is now more crucial than ever. 

Disclaimer: Information current as at 19 November 2025.

This TechKnow podcast has been prepared by BT Portfolio Services Limited ABN 73 095 055 208 AFSL 233715 (BTPS), the operator of Panorama Investments; and BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) the trustee of Panorama Super, which is part of Asgard Independence Plan Division Two ABN 90 194 410 365. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account and the BT Cash Management Account Saver. Together, these products are referred to as the Panorama products.

BTPS, BTFM and WFSL are subsidiaries of Westpac. 

A Product Disclosure Statement or other disclosure document (PDS) and target market determination (TMD) for the Panorama products can be obtained by contacting BT on 1300 784 207 or by visiting bt.com.au. A person should obtain and consider the PDS and TMD before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products.

This TechKnow podcast has been prepared for use by advisers only.  It must not be made available to any client and any information in it must not be communicated to any client.  

This TechKnow podcast provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such.

This information does not take into account your clients’ personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it. 

Awards are opinions only, are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards and ratings are current at the time of publication but are subject to change. 
 
The information in this commentary regarding legislative changes is intended as a guide only. It is not exhaustive and does not constitute legal advice. It is based on our interpretation of the law currently in force on the date of this document. BTPS does not undertake to provide any updates to the extent that any of the laws or regulations referred to change in the future. Consequently, it should not be relied upon as a complete statement of the relevant laws, the application of which may vary, depending on your clients’ particular circumstances. 

TechKnow - Are you ready for aged care reforms?

Joe Dufur is Executive Director of Safe Talk For Teens, a local nonprofit based in Reno NV.  Safe Talk For Teens are not licensed counselors. Instead, they’re youth advisors who engage in life coaching strategies and provide a free, confidential and safe place for kids to come to talk and vent openly with an experienced adult. They listen. Many kids don’t feel comfortable speaking with their parents or someone at school about their problems or challenges so through Safe Talk For Teens they’re able to openly communicate with an advisor. 
safetalkforteens.org
sageintl.com

Joe Dufur with Safe Talk For Teens in Northern Nevada

Building a firm that reflects your values does not happen by accident.

In this episode of Focused on the Future, host  Suzanne Siracuse talks with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, about creating an inclusive culture, serving clients without traditional minimums and using technology to strengthen relationships. Julia also shares insights from her new book, Let’s Get You Fired, which helps entrepreneurs step back so their companies can grow.

Julia also describes how she built Financial Freedom from the ground up, why she hires from her client base, how the Inspired Wealth program supports emerging investors, and how AI is reshaping client service and advisor training.

Key takeaways:

- How Julia went from a 19-year-old bank teller to launching Financial Freedom Wealth Management at age 23
- The way her own “misfit” experience sparked an inclusive, values-driven culture that hires from unexpected places
- How the Inspired Wealth program lets the firm serve people below traditional asset minimums while staying profitable through revenue-based design and focused coaching
- Why her upcoming book Let’s Get You Fired helps entrepreneurs step back, build strong teams, and grow values-based and valuable companies with a strong lens on generosity
- How JUMP AI, Salesforce and Microsoft Copilot are reshaping notetaking, prep, training and client experience while freeing advisors to focus on real conversations

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Julia Carlson:
 
Website: Financial Freedom Wealth Management Group - https://www.financialfreedomwmg.com/ 
LinkedIn: Financial Freedom Wealth Management Group - https://bit.ly/49YHuTa 
Website: Julia Carlson - https://www.thejuliacarlson.com/ 
LinkedIn: Julia Carlson - https://www.linkedin.com/in/thejuliacarlson/ 
Books by Julia Carlson - https://www.thejuliacarlson.com/books 

About Our Guest:

Julia Carlson is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes, she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.

Julia has been identified as an InvestmentNews 2020 Women to Watch honoree. She was also recognized as one of Forbes’ 2018-2022 Top Women Wealth Advisors as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber of Commerce member and Vice President for the Pacific Communities Health District Foundation Board. Julia works from our office in the beautiful coastal community of Newport, Oregon, where she resides with her husband and their three children.

Julia has been interviewed by Barron’s, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, yahoo! Finance, TD Ameritrade Network and Nasdaq.

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.

Leading With Values, Growing With Intention with Julia Carlson

The Home of Business in Michigan. Get on-demand access to audio programs, articles and resources presented by savvy business leaders and industry experts.

Join Cheri Hill, “Wealth Protection Diva” for an array of fascinating topics centered on what it takes to start, grow, and maintain a successful business.
Not your ordinary business talk show, each week features a successful business owner, community leader or Industry expert who shares their challenges, insights, and advice. Learn about the hidden gems, resources and special events featuring local businesses and nonprofit organizations doing great work within our community. 
Sprinkle on relevant facts, new ideas, inspiring thoughts, invaluable guidance, and of course encouragement-All of the key things it takes to spark and fuel your entrepreneurial dream!
Airs Mondays at 11:30 am and Sundays at 1:00 pm (PDT) on 1060 AM KFOY  Radio.

Some of Associated Bank's most well-respected financial leaders offer their analysis of current events in the financial world. You won't want to miss these conversations. From discussing local commercial real estate to assessing national and global economic trends to dissecting political implications on the banking industry – anything is fair game.

BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge.

The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liquian Ren is a registered rep of Foreside Fund Services, LLC.

New tracks tagged #Advisors