Unscripted Finance — Episode 1 What does it really mean for a CFO to evolve from a financial steward to a strategic orchestrator? In our first episode of Unscripted Finance, Sandeep Madduri sits down with Intekhab Nazeer to unpack how AI, automation, and changing expectations are reshaping the CFO role. Here’s a short clip from the conversation, one of those moments that perfectly captures the mindset shift happening across finance teams today. Full episode coming soon. #UnscriptedFinance #FinanceLeadership #AIinFinance

LIVE on Shelton Growth Lab: Hidden Gems Episode 3—Humor Tactics For #FinancialAdvisors Even in an age of automation, clients crave human connection. A 2023 Deloitte survey found that 82% of clients still prefer human interaction when making complex financial decisions, and humor can be the bridge that builds trust. And in 2025, amid widespread AI adoption, this preference remains strong—according to research presented by Cognitive Neuroscientist Dr. Carmen Simon at Shelton Capital Management’s Annual Growth Summit. Used thoughtfully, humor builds rapport, eases anxiety, and reminds clients they’re in a safe space to share both their biggest fears and their best news. You don’t need to be the comedian in the room. What matters is approaching ideas with humor and remaining authentic. Because in the end, what matters more than being funny is being human. Watch Episode 3 of Hidden Gems to see how leading advisors use humor to deepen trust and bring authenticity into every client conversation: https://lnkd.in/gDU-6V8k Featuring Karen Coyne, CFP® and Peter McGraw Sources: Deloitte – 2023 Global Human Capital Trends #AdvisorTrust #ClientRelationships #HumorInFinance #FinancialAdvising #AuthenticAdvising

💰 𝐇𝐨𝐰 𝐜𝐚𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐭𝐞𝐚𝐦𝐬 𝐠𝐞𝐭 𝐩𝐚𝐢𝐝 𝐟𝐚𝐬𝐭𝐞𝐫? In this week’s episode of T𝐡𝐞 𝟏𝟎𝐱 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐨𝐝𝐜𝐚𝐬𝐭, Albert Gozzi sits down with Ali Hussain, CEO and Co-Founder of Tabs, to unpack how modern finance teams are using automation, data hygiene, and smarter systems to accelerate cash flow. They dig into: ⚙️ How AI is reshaping collections and revenue automation 🧾 Why clean data is the secret to faster payments 📄 The role contracts play in common revenue bottlenecks 💡 Why the best finance teams focus on process over headcount If you’ve ever spent weeks chasing invoices or reconciling payments, this one’s for you. 🎧 Listen to Episode 2: “How to Get Paid Faster” — link in the comments.

Joe Weisenthal and Tracy Alloway Andrew Ross Sorkin — editor of DealBook, co-host of CNBC’s Squawk Box, and author of 1929: Inside the Greatest Crash in Wall Street History—and How It Shattered a Nation. In this episode, Sorkin dives into how euphoric speculation gripped America before the 1929 collapse—and what modern investors might learn from it. Drawing parallels to today’s AI-driven exuberance, he explores how leverage, media hype, and misplaced confidence can inflate bubbles until they burst. ✅ Key Takeaways 📈 Echoes of 1929: Retail traders, new tech excitement, and easy liquidity create a mood uncannily similar to the pre-crash atmosphere. 💡 Psychology of bubbles: Mania often feels rational inside it—participants believe “this time is different” until the music stops. 🏦 Systemic fragility: The 1929 collapse revealed how tightly optimism, margin lending, and market infrastructure were intertwined. 🔍 Lessons for today: Financial innovation and AI hype can mask old patterns—leverage and crowd behavior still dictate outcomes. 🧭 Investor takeaway: Real insight lies not in predicting crashes but in recognizing how close we are to historical rhyme. 💭 As Sorkin puts it, history’s greatest crashes weren’t just financial—they were cultural reckonings about risk, trust, and collective delusion. Link: https://lnkd.in/eGAQtGFq 📩 Podcasts like this one are also featured in Weekend Reading — our weekly collection of the sharpest insights on investing, performance, and life beyond the charts.

New episode: Planner Unplugged In this week’s episode, Katey Pigden speaks with Dan Martin, Managing Director and Chartered Financial Planner at MDM Wealth Ltd, about AI, advice gaps, and building a second-generation boutique firm. Dan discusses why “if you’re good enough, you’re old enough” applies just as much to financial planning as it does to sport, and why the real training ground for new advisers is still the meeting room, not the machine. From balancing MD responsibilities with client advice to the power of referrals and his simple money rule, Dan offers a grounded, client-first view on how to grow a sustainable advice business. In partnership with Scottish Widows Protection - Adviser Available on Octo Members: https://lnkd.in/dUX7H2a3

IT'S HERE! 🎙️ https://lnkd.in/eYu87WMz Remember that sneak peek? The full Thrivecast episode with Dr. Kristy Short is now live! We're diving deep into why most accounting firms sound exactly the same—and how that "safe" approach is actually killing your growth. Dr. Short brings 25 years of content strategy wisdom to reveal why compliance-based communication keeps you invisible, how authentic voice becomes your ultimate competitive advantage in the AI era, and why the "million dollar look" framework isn't about polish—it's about courage. We explore why technical competence alone won't build the firm you want and what it takes to move beyond templated messaging that transforms unique practices into indistinguishable commodities. This isn't another marketing tactics conversation. It's about leadership courage and whether you're willing to risk distinctiveness over comfortable anonymity. The real question: Are you choosing mediocrity through sameness, or are you ready to stand apart? Watch now: https://lnkd.in/eYu87WMz #Thrivecast #AccountingFirms #ContentStrategy #AuthenticBrand #FirmGrowth

💸 Understanding the Basics of Financial Independence | Echo Talks with Muhammad Azam Khan & Maya from Sesame AI In today’s world, financial independence isn’t just a dream — it’s a necessity. But it’s often misunderstood. It’s not about being rich — it’s about having choices and control over your time and decisions. In this episode of Echo Talks, I sit down with Maya from Sesame AI to explore: What financial independence truly means How to build a foundation through budgeting, saving, and investing The habits and mindset of financially free individuals How to balance enjoying life today while planning for tomorrow 💡 Key Insight “Financial independence isn’t about luck or income — it’s about awareness, discipline, and small, consistent actions.” Whether you’re just starting your career or planning long-term goals, this episode will help you understand how to make your money work for you — one step at a time. 🎧 Watch Now: YouTube - Echo Wala 🔗 Connect with Me & Echo Wala: 🌍 www.echowala.com 📺 YouTube 📘 Facebook 💼 LinkedIn 📸 Instagram 🕊️ Closing Thought “Start where you are. Use what you have. Take one smart financial decision at a time.” Tagging Mentors Muhammad Azam Khan Maryam Zulfiqar Trainingwali Doulat EducationWala #FinancialIndependence #FinancialFreedom #EchoTalks #MuhammadAzamKhan #EchoWala #PersonalFinance #MoneyMindset #InvestingForBeginners #WealthBuilding #FinancialEducation #SmartMoneyHabits #SesameAI #Leadership #MindsetAndGrowth

💡 “Your job isn’t to have a tidy spreadsheet — it’s to deliver insight.” In the latest FM Magazine Podcast, Simon Ritchie, Founder & CEO of Blox Software, shares how following his curiosity for systems and technology reshaped his entire finance career. From automating spreadsheets to building systems that power smarter decisions, Simon talks about: ✔️ Discovering purpose beyond traditional accounting. ✔️ Why embracing technology helps finance leaders stay ahead? ✔️ The mindset shift from maintaining data to driving decisions. ✔️ Why continuous learning is non-negotiable in finance? 🎧 Listen to the full conversation https://buff.ly/biDzmEo #FinanceLeadership #FPandA #AIinFinance #FinanceTransformation #BloxSoftware #FinancialModelling #LeadershipJourney #ContinuousLearning

Want to become an industrial developer in 2026? Forget the flashy renders and pro formas. Start by learning finance. Real development isn’t about blueprints. It’s about debt, terms, and value creation. In this episode of Commercial Real Estate Secrets, I sit down with Nick Sansone, Principal at Sansone Group, to unpack what it really takes to build from the ground up and why purpose-driven development still wins in today’s market. We also cover: • The rise of data centers and how AI is fueling demand • What caused and cooled the last industrial boom • How developers are underwriting deals in a volatile 2025 market • Why social media is the new frontier for serious CRE professionals If you want to understand how great developers think, not just how they build, this is a must-listen. Catch the full episode with Nick Sansone here → https://lnkd.in/g_NNvMre

Most people think financial planning is for people who’ve “made it.” Here’s what actually happens: The people who start early build options. The ones who wait end up playing catch-up. If you’ve ever thought, “I should probably figure this out,” you’re not alone. Most engineers I talk to feel the same way: • Making good money but not sure where it’s going • Wondering if they’re doing the “right” things • Tired of conflicting advice from Reddit, parents, and podcasts It’s not about how much you make. It’s about when you build the system. I work with engineers who aren’t waiting to be “ready.” They’re using their current income to: • Optimize taxes • Consolidate scattered accounts • Build a plan they actually understand By the time others feel ready, they’re already taking action. Stop waiting. Start building. If this sounds like you, DM me “PLAN” to get started.