Tales In Practice Consulting – Wins & Lessons Learned!
No need to reinvent the wheel - our returning guest, Tom Singler joins the episode to dip into our collective hundreds of hours of cumulative experience reflecting on what has worked, as well as commo...
1 Aug 202334min
Powerful Team Structure & Broadridge Talks Industry Trends
With our industry pushing towards “Teaming”, you get Five Important Takeaways from our nationwide Team Structure presentation. Then, hear Tim Kresl of Broadridge discuss some surprising industry trend...
11 Juli 20231h
Differentiation with Liz Lenz
Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusse...
20 Juni 202344min
Human Capital with Penny Phillips
Penny Phillips, owner of Thrivos Consulting, returns to the show to discuss practice management. Her first appearance ended up becoming our Episode of the Year, so we are delighted to have more of her...
30 Maj 202352min
Client Reviews: Facts, Myths and Opportunities
Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better.
9 Maj 202346min
The Whole Data-Based Truth
Have you done your research? Our guest certainly has. Neil Bathon is managing partner at FUSE Research, where he surveys and gathers trends for the asset management world. We asked him about some of t...
18 Apr 202335min
Understanding the Power of Pressure
Our guest, Dane Jensen, CEO of consulting company Third Factor is also an instructor at Queen’s University and the University of North Carolina. You may also recognize the title of our episode include...
28 Mars 202357min
Navigating the Boom-Bust Cycle of Growth
In this episode, we discuss the "growth" roller coaster with Tom Trentman, senior portfolio manager at Sands Capital. Then, we get into a discussion about emerging markets with Jack Mayer, portfolio s...
7 Mars 202359min
