Business Before Technology https://www.fpainc.com/podcast en Copyright FPA, Inc. 2019 Craig Pollack, Founder & CEO of FPA Technology Services, Inc. interviews successful business owners, subject matter experts, and other impactful business leaders in the Greater Los Angeles area with the goal of helping other small business owners and key decision makers grow or simply improve how they run their businesses - ultimately looking to increase their profitability. https://megaphone.imgix.net/podcasts/aa642e60-5c1d-11ec-a5cd-4b662b7d8b9d/image/The_Business_Before_Technology_Podcast_Graphic__220130__-_1500x1500.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Business Before Technology https://www.fpainc.com/podcast no episodic Craig Pollack Craig Pollack, Founder & CEO of FPA Technology Services, Inc. interviews successful business owners, subject matter experts, and other impactful business leaders in the Greater Los Angeles area with the goal of helping other small business owners and key decision makers grow or simply improve how they run their businesses - ultimately looking to increase their profitability. Craig Pollack, Founder & CEO of FPA Technology Services, Inc. interviews successful business owners, subject matter experts, and other impactful business leaders in the Greater Los Angeles area with the goal of helping other small business owners and key decision makers grow or simply improve how they run their businesses - ultimately looking to increase their profitability.

]]> FPA Technology Services, Inc. cp@fpainc.com #24: Behind the Scenes at VC3 with Derek Woolf, COO of VC3 In this episode, we meet with Derek Woolf, Chief Operating Officer of VC3, FPA’s parent company. As COO, Derek is a key member of the VC3 leadership team driving operational improvements across the organization with years, if not decades, of experience running an MSP. Among other topics, Derek share’s his thoughts, experience, and understanding of VC3 and the integration process FPA is currently going through. Mon, 10 Jun 2024 19:01:27 -0000 #24: Behind the Scenes at VC3 with Derek Woolf, COO of VC3 full Craig Pollack #24: Behind the Scenes at VC3 with Derek Woolf, COO of VC3 In this episode, we meet with Derek Woolf, Chief Operating Officer of VC3, FPA’s parent company. As COO, Derek is a key member of the VC3 leadership team driving operational improvements across the organization with years, if not decades, of experience running an MSP. Among other topics, Derek share’s his thoughts, experience, and understanding of VC3 and the integration process FPA is currently going through. In this episode, we meet with Derek Woolf, Chief Operating Officer of VC3, FPA’s parent company. As COO, Derek is a key member of the VC3 leadership team driving operational improvements across the organization with years, if not decades, of experience running an MSP. Among other topics, Derek share’s his thoughts, experience, and understanding of VC3 and the integration process FPA is currently going through.

]]> 3739 #23: Leverage Storytelling to Build Your Personal Brand with Michael Ashley, Owner & Creative Content Specialist at Michael Ashley Publishing https://fpainc.com In this episode, we meet with Michael Ashley, Owner and Creative Content Specialist of Michael Ashley Publishing. In addition to writing thought provoking articles on AI and the future of tech for Forbes, Entrepreneur, and others, Michael also works with thought leaders to tell their stories in new and meaningful ways while helping them build their own personal brands. Michael is the co-host of the “Changing the Story” podcast and to date, has co-authored 50+ books. Listen and learn how you could improve your own personal brand leveraging some of Michael’s great insight. Sun, 15 Oct 2023 07:00:00 -0000 #23: Leverage Storytelling to Build Your Personal Brand with Michael Ashley, Owner & Creative Content Specialist at Michael Ashley Publishing full Craig Pollack #23: Leverage Storytelling to Build Your Personal Brand with Michael Ashley, Owner & Creative Content Specialist at Michael Ashley Publishing In this episode, we meet with Michael Ashley, Owner and Creative Content Specialist of Michael Ashley Publishing. In addition to writing thought provoking articles on AI and the future of tech for Forbes, Entrepreneur, and others, Michael also works with thought leaders to tell their stories in new and meaningful ways while helping them build their own personal brands. Michael is the co-host of the “Changing the Story” podcast and to date, has co-authored 50+ books. Listen and learn how you could improve your own personal brand leveraging some of Michael’s great insight. In this episode, we meet with Michael Ashley, Owner and Creative Content Specialist of Michael Ashley Publishing. In addition to writing thought provoking articles on AI and the future of tech for Forbes, Entrepreneur, and others, Michael also works with thought leaders to tell their stories in new and meaningful ways while helping them build their own personal brands. Michael is the co-host of the “Changing the Story” podcast and to date, has co-authored 50+ books. Listen and learn how you could improve your own personal brand leveraging some of Michael’s great insight.

]]> 3291 #22: The State of Commercial Real Estate with Sheryl Mazirow, Founder & President of Mazirow Commercial, Inc. In this episode, we meet with Sheryl Mazirow, Founder & President of Mazirow Commercial, a “Tenant Only” Real Estate advisory firm. Sheryl works with businesses to help them not only find and procure the perfect office space, but also helps in between lease executions with ongoing cost saving programs. Listen and learn how you could improve your office space search while also reducing your ongoing location costs. Thu, 31 Aug 2023 07:00:00 -0000 #22: The State of Commercial Real Estate with Sheryl Mazirow, Founder & President of Mazirow Commercial, Inc. full Craig Pollack #22: The State of Commercial Real Estate with Sheryl Mazirow, Founder & President of Mazirow Commercial, Inc. In this episode, we meet with Sheryl Mazirow, Founder & President of Mazirow Commercial, a “Tenant Only” Real Estate advisory firm. Sheryl works with businesses to help them not only find and procure the perfect office space, but also helps in between lease executions with ongoing cost saving programs. Listen and learn how you could improve your office space search while also reducing your ongoing location costs. In this episode, we meet with Sheryl Mazirow, Founder & President of Mazirow Commercial, a “Tenant Only” Real Estate advisory firm. Sheryl works with businesses to help them not only find and procure the perfect office space, but also helps in between lease executions with ongoing cost saving programs. Listen and learn how you could improve your office space search while also reducing your ongoing location costs.

]]> 3017 no #21: Prepping For Your Exit with Kevin Berson, Founder & President of Kinected Advisors https://www.fpainc.com/ In this episode, we meet with Kevin Berson, Founder & President of Kinected Advisors, a full-service M&A Advisory Firm. Kinected Advisors was founded in 2014 with the objective of helping business owners increase the value of their companies and ultimately sell for maximum value on their terms. Listen and learn how you could improve your business with some valuable tips and tricks long before you’re thinking of exiting. Thu, 10 Aug 2023 07:00:00 -0000 #21: Prepping For Your Exit with Kevin Berson, Founder & President of Kinected Advisors full Craig Pollack #21: Prepping For Your Exit with Kevin Berson, Founder & President of Kinected Advisors In this episode, we meet with Kevin Berson, Founder & President of Kinected Advisors, a full-service M&A Advisory Firm. Kinected Advisors was founded in 2014 with the objective of helping business owners increase the value of their companies and ultimately sell for maximum value on their terms. Listen and learn how you could improve your business with some valuable tips and tricks long before you’re thinking of exiting. In this episode, we meet with Kevin Berson, Founder & President of Kinected Advisors, a full-service M&A Advisory Firm. Kinected Advisors was founded in 2014 with the objective of helping business owners increase the value of their companies and ultimately sell for maximum value on their terms. Listen and learn how you could improve your business with some valuable tips and tricks long before you’re thinking of exiting.

]]> 3144 no #20: Reducing Your Risk with Justin Grooms, Founder & CEO of Chariot Consulting In this episode, we meet with Justin Grooms, Founder & CEO of Chariot Consulting. Justin works with businesses to help them improve the lives and performance of their employees through risk management, safety, and training and development programs. Justin has developed a comprehensive approach to reducing risk, improving safety, and increasing productivity. Listen and learn how you could reduce your risk and increase the safety of your employees at the same time. -------- Guest: Justin Grooms | www.ChariotConsultingLLC.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Thu, 13 Jul 2023 07:00:00 -0000 #20: Reducing Your Risk with Justin Grooms, Founder & CEO of Chariot Consulting full Craig Pollack #20: Reducing Your Risk with Justin Grooms, Founder & CEO of Chariot Consulting In this episode, we meet with Justin Grooms, Founder & CEO of Chariot Consulting. Justin works with businesses to help them improve the lives and performance of their employees through risk management, safety, and training and development programs. Justin has developed a comprehensive approach to reducing risk, improving safety, and increasing productivity. Listen and learn how you could reduce your risk and increase the safety of your employees at the same time. -------- Guest: Justin Grooms | www.ChariotConsultingLLC.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Justin Grooms, Founder & CEO of Chariot Consulting. Justin works with businesses to help them improve the lives and performance of their employees through risk management, safety, and training and development programs. Justin has developed a comprehensive approach to reducing risk, improving safety, and increasing productivity. Listen and learn how you could reduce your risk and increase the safety of your employees at the same time.

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Guest: Justin Grooms | www.ChariotConsultingLLC.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 4170 no #19: Removing Revenue Roadblocks with Tim Fitzpatrick, Founder & CEO of Rialto Marketing In this episode, we meet with Tim Fitzpatrick, Marketing Consultant, Fractional CMO, and Founder of Rialto Marketing. Tim works with his clients to accelerate growth by removing the revenue roadblocks most small B2B businesses run into. With his proprietary “Rialto Revenue Acceleration System”, Tim has developed a proven system to not just improve marketing but generate real and meaningful results. Listen and learn how to remove the revenue roadblocks from your growth plan. -------- Guest: Tim Fitzpatrick | www.RialtoMarketing.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Tue, 20 Jun 2023 07:00:00 -0000 #19: Removing Revenue Roadblocks with Tim Fitzpatrick, Founder & CEO of Rialto Marketing full Craig Pollack #19: Removing Revenue Roadblocks with Tim Fitzpatrick, Founder & CEO of Rialto Marketing In this episode, we meet with Tim Fitzpatrick, Marketing Consultant, Fractional CMO, and Founder of Rialto Marketing. Tim works with his clients to accelerate growth by removing the revenue roadblocks most small B2B businesses run into. With his proprietary “Rialto Revenue Acceleration System”, Tim has developed a proven system to not just improve marketing but generate real and meaningful results. Listen and learn how to remove the revenue roadblocks from your growth plan. -------- Guest: Tim Fitzpatrick | www.RialtoMarketing.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Tim Fitzpatrick, Marketing Consultant, Fractional CMO, and Founder of Rialto Marketing. Tim works with his clients to accelerate growth by removing the revenue roadblocks most small B2B businesses run into. With his proprietary “Rialto Revenue Acceleration System”, Tim has developed a proven system to not just improve marketing but generate real and meaningful results. Listen and learn how to remove the revenue roadblocks from your growth plan.

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Guest: Tim Fitzpatrick | www.RialtoMarketing.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3992 no #18: The Value of Cyber Liability Insurance with Andy Anderson, Founder & CEO of Datastream Cyber Insurance https://www.fpainc.com/ In this episode, we meet with Andy Anderson, Co-Founder & CEO of Datastream Cyber Insurance, an insurance firm focused only on Cyber Liability insurance with a unique twist. And that unique twist is that they work directly with MSP’s like FPA to help their clients ensure they’re protected technically as well as financially. Listen and learn more about what’s going on in the insurance world when it comes to cyber and how best to protect your business from being hacked. -------- Guest: Andy Anderson | www.DataStreamInsurance.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Tue, 16 May 2023 07:00:00 -0000 #18: The Value of Cyber Liability Insurance with Andy Anderson, Founder & CEO of Datastream Cyber Insurance full Craig Pollack #18: The Value of Cyber Liability Insurance with Andy Anderson, Founder & CEO of Datastream Cyber Insurance In this episode, we meet with Andy Anderson, Co-Founder & CEO of Datastream Cyber Insurance, an insurance firm focused only on Cyber Liability insurance with a unique twist. And that unique twist is that they work directly with MSP’s like FPA to help their clients ensure they’re protected technically as well as financially. Listen and learn more about what’s going on in the insurance world when it comes to cyber and how best to protect your business from being hacked. -------- Guest: Andy Anderson | www.DataStreamInsurance.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Andy Anderson, Co-Founder & CEO of Datastream Cyber Insurance, an insurance firm focused only on Cyber Liability insurance with a unique twist. And that unique twist is that they work directly with MSP’s like FPA to help their clients ensure they’re protected technically as well as financially. Listen and learn more about what’s going on in the insurance world when it comes to cyber and how best to protect your business from being hacked.

--------

Guest: Andy Anderson | www.DataStreamInsurance.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 4107 no #17: Supporting the Apple Ecosystem with Rob Calvert, Founder & CEO of Second Son Consulting https://www.fpainc.com/ In this episode, we meet with Rob Calvert, Founder & CEO of Second Son Consulting, an IT Services firm working primarily in the Apple eco-system. Rob has created one of the premier IT shops specifically designed around businesses using Apple computers. Listen and learn more about their similarities with FPA as well as some of our differences. A very unique discussion to say the least. -------- Guest: Rob Calvert | www.SecondSonConsulting.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Sat, 01 Apr 2023 07:00:00 -0000 #17: Supporting the Apple Ecosystem with Rob Calvert, Founder & CEO of Second Son Consulting full Craig Pollack #17: Supporting the Apple Ecosystem with Rob Calvert, Founder & CEO of Second Son Consulting In this episode, we meet with Rob Calvert, Founder & CEO of Second Son Consulting, an IT Services firm working primarily in the Apple eco-system. Rob has created one of the premier IT shops specifically designed around businesses using Apple computers. Listen and learn more about their similarities with FPA as well as some of our differences. A very unique discussion to say the least. -------- Guest: Rob Calvert | www.SecondSonConsulting.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Rob Calvert, Founder & CEO of Second Son Consulting, an IT Services firm working primarily in the Apple eco-system. Rob has created one of the premier IT shops specifically designed around businesses using Apple computers. Listen and learn more about their similarities with FPA as well as some of our differences. A very unique discussion to say the least.

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Guest: Rob Calvert | www.SecondSonConsulting.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 4100 no #16: The Value of Knowing Your Numbers with Don Stevens, Outsourced CFO https://www.fpainc.com/ In this episode, we meet with Don Stevens, Outsourced CFO. Don is an accomplished accounting, finance, and operations executive. And with over 30 years of experience, he’s seen a lot and brings his varied experience and an objective eye to the financial side of every business he works with. If you think this is going to be one of those boring accounting conversations, you’ll be pleasantly surprised. -------- Guest: Don Stevens | LinkedIn: Donald Stevens Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Wed, 15 Mar 2023 07:00:00 -0000 #16: The Value of Knowing Your Numbers with Don Stevens, Outsourced CFO full Craig Pollack #16: The Value of Knowing Your Numbers with Don Stevens, Outsourced CFO In this episode, we meet with Don Stevens, Outsourced CFO. Don is an accomplished accounting, finance, and operations executive. And with over 30 years of experience, he’s seen a lot and brings his varied experience and an objective eye to the financial side of every business he works with. If you think this is going to be one of those boring accounting conversations, you’ll be pleasantly surprised. -------- Guest: Don Stevens | LinkedIn: Donald Stevens Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Don Stevens, Outsourced CFO. Don is an accomplished accounting, finance, and operations executive. And with over 30 years of experience, he’s seen a lot and brings his varied experience and an objective eye to the financial side of every business he works with. If you think this is going to be one of those boring accounting conversations, you’ll be pleasantly surprised.

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Guest: Don Stevens | LinkedIn: Donald Stevens

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3463 #15: The Value of Networking with Paige Murphy, Regional Director of Provisors https://www.fpainc.com/ In this episode, we meet with Paige Murphy, Regional Director of Provisors, the leading networking group for Professional Service firms. Paige is an amazing communicator and simply one of the strongest “people persons” I’ve ever run across. Listen and learn more about how personal development, networking, and “listening” can be the keys to unlock the growth of you and your business. -------- Guest: Paige Murphy | www.ProVisors.com | Paige@provisors.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Tue, 28 Feb 2023 08:00:00 -0000 #15: The Value of Networking with Paige Murphy, Regional Director of Provisors full Craig Pollack #15: The Value of Networking with Paige Murphy, Regional Director of Provisors In this episode, we meet with Paige Murphy, Regional Director of Provisors, the leading networking group for Professional Service firms. Paige is an amazing communicator and simply one of the strongest “people persons” I’ve ever run across. Listen and learn more about how personal development, networking, and “listening” can be the keys to unlock the growth of you and your business. -------- Guest: Paige Murphy | www.ProVisors.com | Paige@provisors.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Paige Murphy, Regional Director of Provisors, the leading networking group for Professional Service firms. Paige is an amazing communicator and simply one of the strongest “people persons” I’ve ever run across. Listen and learn more about how personal development, networking, and “listening” can be the keys to unlock the growth of you and your business.

--------

Guest: Paige Murphy | www.ProVisors.com | Paige@provisors.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3309 #14: The Value of Coaching with Ken Malouf, Founder of Game Time Strategies https://www.fpainc.com In this episode, we meet with Ken Malouf, Founder of Game Time Strategies, a full-service coaching and leadership training firm. Ken has created a business coaching and consulting company focused on partnering with business owners, entrepreneurs, and key executives to help bring out the champion in them and their businesses. Listen and learn more about how coaching can be the key to unlock the growth of your business. -------- Guest: Kan Malouf | https://kenmalouf.focalpointcoaching.com/ Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Sat, 28 Jan 2023 08:00:00 -0000 #14: The Value of Coaching with Ken Malouf, Founder of Game Time Strategies full Craig Pollack #14: The Value of Coaching with Ken Malouf, Founder of Game Time Strategies In this episode, we meet with Ken Malouf, Founder of Game Time Strategies, a full-service coaching and leadership training firm. Ken has created a business coaching and consulting company focused on partnering with business owners, entrepreneurs, and key executives to help bring out the champion in them and their businesses. Listen and learn more about how coaching can be the key to unlock the growth of your business. -------- Guest: Kan Malouf | https://kenmalouf.focalpointcoaching.com/ Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Ken Malouf, Founder of Game Time Strategies, a full-service coaching and leadership training firm. Ken has created a business coaching and consulting company focused on partnering with business owners, entrepreneurs, and key executives to help bring out the champion in them and their businesses. Listen and learn more about how coaching can be the key to unlock the growth of your business.

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Guest: Kan Malouf | https://kenmalouf.focalpointcoaching.com/

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3660 #13: Transforming Employees into Superheroes with Barbara Palmer, Founder & CEO of Broad Perspective Consulting https://www.fpainc.com/ In this episode, we meet with Barbara Palmer, Founder & CEO Broad Perspective Consulting. Barbara and her team have created a unique, one-of-a-kind business transformation consultancy firm helping her clients transform their employees into Super Heroes! Listen and learn more about how coaching and leadership development can be the key to unlock the growth of your business. -------- Guest: Barbara Palmer | www.BroadPerspectiveConsulting.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Thu, 15 Dec 2022 00:00:00 -0000 #13: Transforming Employees into Superheroes with Barbara Palmer, Founder & CEO of Broad Perspective Consulting full Craig Pollack #13: Transforming Employees into Superheroes with Barbara Palmer, Founder & CEO of Broad Perspective Consulting In this episode, we meet with Barbara Palmer, Founder & CEO Broad Perspective Consulting. Barbara and her team have created a unique, one-of-a-kind business transformation consultancy firm helping her clients transform their employees into Super Heroes! Listen and learn more about how coaching and leadership development can be the key to unlock the growth of your business. -------- Guest: Barbara Palmer | www.BroadPerspectiveConsulting.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Barbara Palmer, Founder & CEO Broad Perspective Consulting. Barbara and her team have created a unique, one-of-a-kind business transformation consultancy firm helping her clients transform their employees into Super Heroes! Listen and learn more about how coaching and leadership development can be the key to unlock the growth of your business.

--------

Guest: Barbara Palmer | www.BroadPerspectiveConsulting.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 4238 no #12 It’s Never Too Late to Plan for Your Exit with Matt Coletta, Co-Founder & Managing Partner of M&A Business Advisors https://www.fpainc.com/ In this episode, we meet with Matt Coletta, Co-Founder & Managing Partner of M&A Business Advisors. Matt and his partner have built one of the deepest and most technically diverse M&A Advisory firms in the area. Focusing primarily on the sell side, they have been highly successfully in helping business owners to achieve a successful exit with a win-win mindset. Listen and learn more about what you can do to increase the value of your company from an industry expert like Matt. -------- Guest: Matt Coletta | www.mabusinessadvisors.com/mattcoletta/ Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Tue, 15 Nov 2022 08:00:00 -0000 #12 It’s Never Too Late to Plan for Your Exit with Matt Coletta, Co-Founder & Managing Partner of M&A Business Advisors full Craig Pollack #12 It’s Never Too Late to Plan for Your Exit with Matt Coletta, Co-Founder & Managing Partner of M&A Business Advisors In this episode, we meet with Matt Coletta, Co-Founder & Managing Partner of M&A Business Advisors. Matt and his partner have built one of the deepest and most technically diverse M&A Advisory firms in the area. Focusing primarily on the sell side, they have been highly successfully in helping business owners to achieve a successful exit with a win-win mindset. Listen and learn more about what you can do to increase the value of your company from an industry expert like Matt. -------- Guest: Matt Coletta | www.mabusinessadvisors.com/mattcoletta/ Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Matt Coletta, Co-Founder & Managing Partner of M&A Business Advisors. Matt and his partner have built one of the deepest and most technically diverse M&A Advisory firms in the area. Focusing primarily on the sell side, they have been highly successfully in helping business owners to achieve a successful exit with a win-win mindset. Listen and learn more about what you can do to increase the value of your company from an industry expert like Matt.

--------

Guest: Matt Coletta | www.mabusinessadvisors.com/mattcoletta/

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 2807 no #11: The Value of Your Local Chamber with Diana Williams, CEO of The West Valley Warner Center Chamber of Commerce https://www.fpainc.com/ In this episode, we meet with Diana Williams, CEO of The West Valley Warner Center Chamber of Commerce. Diana leads one of the strongest and most member responsive Chambers in the area with a team who are passionate about helping their members’ businesses grow and succeed. Listen and learn more about the value of joining a Chamber and what you can expect from a leader like Diana. -------- Guest: Diana Williams | The West Valley Warner Center Chamber of Commerce | www.WoodlandHillsCC.net Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Sat, 15 Oct 2022 07:00:00 -0000 #11: The Value of Your Local Chamber with Diana Williams, CEO of The West Valley Warner Center Chamber of Commerce full Craig Pollack #11: The Value of Your Local Chamber with Diana Williams, CEO of The West Valley Warner Center Chamber of Commerce In this episode, we meet with Diana Williams, CEO of The West Valley Warner Center Chamber of Commerce. Diana leads one of the strongest and most member responsive Chambers in the area with a team who are passionate about helping their members’ businesses grow and succeed. Listen and learn more about the value of joining a Chamber and what you can expect from a leader like Diana. -------- Guest: Diana Williams | The West Valley Warner Center Chamber of Commerce | www.WoodlandHillsCC.net Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we meet with Diana Williams, CEO of The West Valley Warner Center Chamber of Commerce. Diana leads one of the strongest and most member responsive Chambers in the area with a team who are passionate about helping their members’ businesses grow and succeed. Listen and learn more about the value of joining a Chamber and what you can expect from a leader like Diana.

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Guest: Diana Williams | The West Valley Warner Center Chamber of Commerce | www.WoodlandHillsCC.net

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3442 no #10: The Value of Executive Coaching with Joe Jotkowitz, Founder & CEO of The Executive Advisory https://www.fpainc.com/ In this episode, I sit down with Joe Jotkowitz, Founder & CEO of The Executive Advisory, an executive coaching and leadership development firm. Joe has created one of the strongest and most unique firms providing this service in the area. Their team is passionate about helping organizations create productive and positive work environments and they pride themselves on providing custom-tailored solutions to help address today’s complex performance challenges. Listen and get some great takeaways on how to help executives be their best and their companies to thrive. -------- Guest: Joe Jotkowitz | www.TheExecutiveAdvisory.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Thu, 15 Sep 2022 07:00:00 -0000 #10: The Value of Executive Coaching with Joe Jotkowitz, Founder & CEO of The Executive Advisory full Craig Pollack #10: The Value of Executive Coaching with Joe Jotkowitz, Founder & CEO of The Executive Advisory In this episode, I sit down with Joe Jotkowitz, Founder & CEO of The Executive Advisory, an executive coaching and leadership development firm. Joe has created one of the strongest and most unique firms providing this service in the area. Their team is passionate about helping organizations create productive and positive work environments and they pride themselves on providing custom-tailored solutions to help address today’s complex performance challenges. Listen and get some great takeaways on how to help executives be their best and their companies to thrive. -------- Guest: Joe Jotkowitz | www.TheExecutiveAdvisory.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, I sit down with Joe Jotkowitz, Founder & CEO of The Executive Advisory, an executive coaching and leadership development firm. Joe has created one of the strongest and most unique firms providing this service in the area. Their team is passionate about helping organizations create productive and positive work environments and they pride themselves on providing custom-tailored solutions to help address today’s complex performance challenges. Listen and get some great takeaways on how to help executives be their best and their companies to thrive.

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Guest: Joe Jotkowitz | www.TheExecutiveAdvisory.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 4485 no #9: Taking Care of Your Employees with Barry Cohn, CEO of JorgensenHR https://www.fpainc.com/ This podcast could be considered a "must listen" for every business owner out there as I’m speaking with Barry S. Cohn, CEO of Jorgensen HR, a Southern California based outsourced HR firm. Barry provides a solution to the age-old business issue of how best to take care of your employees. And anyone with a business in California knows just how difficult this can be these days. Hear what it takes to ensure your employees are well trained, supported, and engaged all while making sure the I’s are dotted and T’s are crossed when it comes to the legal and compliance issues of having employees. -------- Guest: Barry S. Cohn | www.jorgensenHR.com | 661 - 600 - 2070 Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Fri, 05 Aug 2022 07:00:00 -0000 #9: Taking Care of Your Employees with Barry Cohn, CEO of JorgensenHR full Craig Pollack #9: Taking Care of Your Employees with Barry Cohn, CEO of JorgensenHR This podcast could be considered a "must listen" for every business owner out there as I’m speaking with Barry S. Cohn, CEO of Jorgensen HR, a Southern California based outsourced HR firm. Barry provides a solution to the age-old business issue of how best to take care of your employees. And anyone with a business in California knows just how difficult this can be these days. Hear what it takes to ensure your employees are well trained, supported, and engaged all while making sure the I’s are dotted and T’s are crossed when it comes to the legal and compliance issues of having employees. -------- Guest: Barry S. Cohn | www.jorgensenHR.com | 661 - 600 - 2070 Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter This podcast could be considered a "must listen" for every business owner out there as I’m speaking with Barry S. Cohn, CEO of Jorgensen HR, a Southern California based outsourced HR firm. Barry provides a solution to the age-old business issue of how best to take care of your employees. And anyone with a business in California knows just how difficult this can be these days. Hear what it takes to ensure your employees are well trained, supported, and engaged all while making sure the I’s are dotted and T’s are crossed when it comes to the legal and compliance issues of having employees.

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Guest: Barry S. Cohn | www.jorgensenHR.com | 661 - 600 - 2070

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3870 no #8: Preparing for a Cybersecurity Forensic Investigation - John Troxel, Verdict.net https://www.fpainc.com/ In this episode, we sit down with John Troxel, a Certified Computer Forensic Investigator and Owner of Verdict Resources, Inc. John works cases requiring advanced technical expertise - specifically electronic discovery and computer forensics. We peel back his approach and learn more about how he goes about a forensic investigation and what you should do to protect yourself and your business in this area. -------- Guest: John Troxel | www.Verdict.net | (888) 800 - 8895 Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Tue, 05 Jul 2022 07:00:00 -0000 #8: Preparing for a Cybersecurity Forensic Investigation - John Troxel, Verdict.net full 2 Craig Pollack #8: Preparing for a Cybersecurity Forensic Investigation - John Troxel, Verdict.net In this episode, we sit down with John Troxel, a Certified Computer Forensic Investigator and Owner of Verdict Resources, Inc. John works cases requiring advanced technical expertise - specifically electronic discovery and computer forensics. We peel back his approach and learn more about how he goes about a forensic investigation and what you should do to protect yourself and your business in this area. -------- Guest: John Troxel | www.Verdict.net | (888) 800 - 8895 Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter In this episode, we sit down with John Troxel, a Certified Computer Forensic Investigator and Owner of Verdict Resources, Inc. John works cases requiring advanced technical expertise - specifically electronic discovery and computer forensics. We peel back his approach and learn more about how he goes about a forensic investigation and what you should do to protect yourself and your business in this area.

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Guest: John Troxel | www.Verdict.net | (888) 800 - 8895

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 2644 no #7: The Value of C-Level Coaching - Ken Keller, Strategic Advisory Boards https://www.fpainc.com/ It's lonely at the top. That's why CEO's and business leaders gravitate towards Ken Keller and his business peer accountability group. Craig Pollack of FPA inc. dissects the makings of this C Suite service while exploring the expert level advice he has to offer. -------- Guest: Ken Keller | www.StrategicAdvisoryBoards.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Sat, 04 Jun 2022 07:00:00 -0000 #7: The Value of C-Level Coaching - Ken Keller, Strategic Advisory Boards full 2 Craig Pollack #7: The Value of C-Level Coaching - Ken Keller, Strategic Advisory Boards It's lonely at the top. That's why CEO's and business leaders gravitate towards Ken Keller and his business peer accountability group. Craig Pollack of FPA inc. dissects the makings of this C Suite service while exploring the expert level advice he has to offer. -------- Guest: Ken Keller | www.StrategicAdvisoryBoards.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter It's lonely at the top. That's why CEO's and business leaders gravitate towards Ken Keller and his business peer accountability group. Craig Pollack of FPA inc. dissects the makings of this C Suite service while exploring the expert level advice he has to offer.

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Guest: Ken Keller | www.StrategicAdvisoryBoards.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3997 no #6: Ways to Improve Your Digital Marketing - Jonathan Boring, Social Spice Media https://www.fpainc.com/ Jonathan Boring of Social Spice Media speaks with Craig Pollack about all things Digital Marketing and why he feels it's so important to provide value first. Your online presence, digital marketing, and website ADA compliance has never been more important than now. In this episode, Jonathan explains what business owners and key decision makers should be looking for when looking for a web development and social marketing partner and some of the indicators for those to stay away from. -------- Guest: Jonathan Boring | www.SocialSpiceMedia.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Wed, 04 May 2022 15:00:00 -0000 #6: Ways to Improve Your Digital Marketing - Jonathan Boring, Social Spice Media full 2 Craig Pollack #6: Ways to Improve Your Digital Marketing - Jonathan Boring, Social Spice Media Jonathan Boring of Social Spice Media speaks with Craig Pollack about all things Digital Marketing and why he feels it's so important to provide value first. Your online presence, digital marketing, and website ADA compliance has never been more important than now. In this episode, Jonathan explains what business owners and key decision makers should be looking for when looking for a web development and social marketing partner and some of the indicators for those to stay away from. -------- Guest: Jonathan Boring | www.SocialSpiceMedia.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Jonathan Boring of Social Spice Media speaks with Craig Pollack about all things Digital Marketing and why he feels it's so important to provide value first. Your online presence, digital marketing, and website ADA compliance has never been more important than now. In this episode, Jonathan explains what business owners and key decision makers should be looking for when looking for a web development and social marketing partner and some of the indicators for those to stay away from.

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Guest: Jonathan Boring | www.SocialSpiceMedia.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3502 no #5: Strategies to Create a Win/Win Referral Network - Janice Miller Author of Coopertition https://www.fpainc.com/staff/craig-pollack Janice Miller's career has been built on the philosophy of working with your competitors to build relationships, generate leads, and keep clients happy. She writes about it in her book Coopertition and joins Craig Pollack of FPA Technology Services to share these industry secrets that all professional advisors should embrace. -------- Guest: Janice Miller | www.MillerHaga.com | Coopertition: https://www.amazon.com/Coopertition-Cooperation-Between-Competitors-Benefit/dp/B09BL3DBTW/ref=sr_1_1?crid=3SWBO53GDXK1H&keywords=coopertition&qid=1648590489&sprefix=coopertition%2Caps%2C125&sr=8-1 Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Mon, 04 Apr 2022 15:00:00 -0000 #5: Strategies to Create a Win/Win Referral Network - Janice Miller Author of Coopertition full 2 Craig Pollack #5: Strategies to Create a Win/Win Referral Network - Janice Miller Author of Coopertition Janice Miller's career has been built on the philosophy of working with your competitors to build relationships, generate leads, and keep clients happy. She writes about it in her book Coopertition and joins Craig Pollack of FPA Technology Services to share these industry secrets that all professional advisors should embrace. -------- Guest: Janice Miller | www.MillerHaga.com | Coopertition: https://www.amazon.com/Coopertition-Cooperation-Between-Competitors-Benefit/dp/B09BL3DBTW/ref=sr_1_1?crid=3SWBO53GDXK1H&keywords=coopertition&qid=1648590489&sprefix=coopertition%2Caps%2C125&sr=8-1 Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Janice Miller's career has been built on the philosophy of working with your competitors to build relationships, generate leads, and keep clients happy. She writes about it in her book Coopertition and joins Craig Pollack of FPA Technology Services to share these industry secrets that all professional advisors should embrace.

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Guest: Janice Miller | www.MillerHaga.com | Coopertition: https://www.amazon.com/Coopertition-Cooperation-Between-Competitors-Benefit/dp/B09BL3DBTW/ref=sr_1_1?crid=3SWBO53GDXK1H&keywords=coopertition&qid=1648590489&sprefix=coopertition%2Caps%2C125&sr=8-1

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 2667 no #4: How to Create a Winning Sales Team - Paul Mitchell of Sales Xceleration https://www.fpainc.com/ Paul Mitchell is more than a sales advisor. Rather, a sales leader. Through his leadership, he builds teams and empowers them to help businesses scale. Mitchell joins Craig Pollack of FPA Technology Services, inc. to introduce new concepts and ways that businesses can progress into the next phase of their plans. -------- Guest: Paul Mitchell | www.SalesXceleration.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Wed, 23 Feb 2022 00:52:00 -0000 #4: How to Create a Winning Sales Team - Paul Mitchell of Sales Xceleration full 2 Craig Pollack #4: How to Create a Winning Sales Team - Paul Mitchell of Sales Xceleration Paul Mitchell is more than a sales advisor. Rather, a sales leader. Through his leadership, he builds teams and empowers them to help businesses scale. Mitchell joins Craig Pollack of FPA Technology Services, inc. to introduce new concepts and ways that businesses can progress into the next phase of their plans. -------- Guest: Paul Mitchell | www.SalesXceleration.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Paul Mitchell is more than a sales advisor. Rather, a sales leader. Through his leadership, he builds teams and empowers them to help businesses scale. Mitchell joins Craig Pollack of FPA Technology Services, inc. to introduce new concepts and ways that businesses can progress into the next phase of their plans.

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Guest: Paul Mitchell | www.SalesXceleration.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 4429 no #3: How to Bring Mindfulness Into the Workplace - Jason Beck of Potential Project https://www.fpainc.com/ Jason Beck, an accomplished consultant with Potential Project, joins Craig Pollack of FPA Technology Services, inc., to discuss positive attention, focus, and mindfulness. Jason's mission is to help improve leadership and all-around individual performance geared towards helping us organize in a hectic world. -------- Guest: Jason Beck | www.BeckJason.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Thu, 27 Jan 2022 16:00:00 -0000 #3: How to Bring Mindfulness Into the Workplace - Jason Beck of Potential Project full 2 Craig Pollack #3: How to Bring Mindfulness Into the Workplace - Jason Beck of Potential Project Jason Beck, an accomplished consultant with Potential Project, joins Craig Pollack of FPA Technology Services, inc., to discuss positive attention, focus, and mindfulness. Jason's mission is to help improve leadership and all-around individual performance geared towards helping us organize in a hectic world. -------- Guest: Jason Beck | www.BeckJason.com Host: Craig Pollack | www.FPAinc.com ------ This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter Jason Beck, an accomplished consultant with Potential Project, joins Craig Pollack of FPA Technology Services, inc., to discuss positive attention, focus, and mindfulness. Jason's mission is to help improve leadership and all-around individual performance geared towards helping us organize in a hectic world.

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Guest: Jason Beck | www.BeckJason.com

Host: Craig Pollack | www.FPAinc.com

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This is a Mr. Thrive Media production | email: Chaz@MrThrive.com | Facebook, Instagram, and Twitter

]]> 3510 no #2: How to run a highly successful wholesale business - Jason Kole, Kole Imports & Closeouts https://fpainc.libsyn.com/episode-2-interview-with-jason-kole-of-kole-imports-closeouts We sit down with Jason Kole, the V.P. of Operations for Kole Imports & Closeouts, one of the more successful importers and resellers of wholesale merchandise in the industry. We spend some time with Jason diving in to how he and the leadership team run the company, how they set goals and achieve them, and how they went from 4 in-house IT staff to 1 - all while significantly increasing their efficiency and profitability. He gets into some pretty great detail about their move from a custom, legacy ERP system to NetSuite and what a change like this does to a business. He also gets into some great personal lessons learned over the years. Whether you're a manufacturer, distributor, or have a service business - there are some great nuggets in here that would help anyone running a business. Tue, 01 Oct 2019 16:00:00 -0000 #2: How to run a highly successful wholesale business - Jason Kole, Kole Imports & Closeouts full 1 2 Craig Pollack #2: How to run a highly successful wholesale business - Jason Kole, Kole Imports & Closeouts We sit down with Jason Kole, the V.P. of Operations for Kole Imports & Closeouts, one of the more successful importers and resellers of wholesale merchandise in the industry. We spend some time with Jason diving in to how he and the leadership team run the company, how they set goals and achieve them, and how they went from 4 in-house IT staff to 1 - all while significantly increasing their efficiency and profitability. He gets into some pretty great detail about their move from a custom, legacy ERP system to NetSuite and what a change like this does to a business. He also gets into some great personal lessons learned over the years. Whether you're a manufacturer, distributor, or have a service business - there are some great nuggets in here that would help anyone running a business. We sit down with Jason Kole, the V.P. of Operations for Kole Imports & Closeouts, one of the more successful importers and resellers of wholesale merchandise in the industry.

We spend some time with Jason diving in to how he and the leadership team run the company, how they set goals and achieve them, and how they went from 4 in-house IT staff to 1 - all while significantly increasing their efficiency and profitability. He gets into some pretty great detail about their move from a custom, legacy ERP system to NetSuite and what a change like this does to a business. He also gets into some great personal lessons learned over the years.

Whether you're a manufacturer, distributor, or have a service business - there are some great nuggets in here that would help anyone running a business.

]]> 4612 no #1: How to run a successful RIA - TJ Jones, Gamble Jones Investment Counsel https://fpainc.libsyn.com/fpas-business-before-technology-podcast-episode-1 In our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients. We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as their migration of the Portfolio Management System from APX to Tamarac. Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business. Sat, 31 Aug 2019 12:00:00 -0000 #1: How to run a successful RIA - TJ Jones, Gamble Jones Investment Counsel full 1 1 Craig Pollack #1: How to run a successful RIA - TJ Jones, Gamble Jones Investment Counsel In our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients. We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as their migration of the Portfolio Management System from APX to Tamarac. Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business. In our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients.

We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as their migration of the Portfolio Management System from APX to Tamarac.

Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business.

]]> 4232 no