S1 Ep788: AltsLA Conference - with Eric Metz, CFA, Spider Rock Advisors
5m Jun 06, 2018
5m
S1 Ep787: AltsLA Conference - with Dan Vetter, CFA, of M360 Advisors
A speaker at the conference, Dan discusses how to create profits in a rising rate environment.  He briefly discusses M360's private credit commercial real estate bridge loans.
5m Jun 06, 2018
5m
S1 Ep786: AltsLA Conference - with Bill Kelly, CEO of CAIA
Conducted at the AltsLA Conference in March, here is a brief interview with Bill Kelly re: Alternative investments, the industry and the role of CAIA.  Bill was a speaker and panel moderator at the conference, and always has interesting insights to offer.
4m Jun 06, 2018
4m
S1 Ep785: The Value of a Programmatic Media Approach
 Programmatic media leverages data and technology to allow advertisers to identify the exact person they are interested in reaching and serves that user a specific ad as they visit various websites. Tzeital Haviland dives deeper into the workings of programmatic media, walking us through its evolution and what marketers should consider when developing a programmatic media strategy. Hosted by Ma...
26m Jun 06, 2018
26m
S1 Ep784: CEO’s: Will You Win or Lose the Revenue Acceleration War?
 SLMA guest host and board member Dan McDade (CEO of PointClear) interviews Karen Hayward a managing partner of Chief Outsiders on the subject of what separates winners and losers in the revenue wars. The interview covers three tactical areas that winners use, and loses fail to implement. Very interesting.About the Guest: About Karen HaywardKaren Hayward is a Managing Partner with Chief Outside...
28m Jun 06, 2018
28m
S1 Ep783: #75 Mike Olsen: From Money to Meaning
Show Notes  Today we are going to discuss a newer movement that I am seeing in our society today, especially with Millennials and, oddly enough, retiring Baby Boomers. I’m observing that movement as one going from the American ideal of Making Money to one that is more concerned with Making a Difference. I’m calling this show, From Money to Meaning. My guest today is Mike Olsen. Mike was a succe...
43m Jun 06, 2018
43m
S1 Ep782: B2B Pet Peeves: Pipelines, Predictability, Control and MORE!
Today, in the absence of our scheduled guest, our producer Paul Roberts and I talk about B2B pet peeves. We have a great time.  JOIN US!Just one example:  There have been books written about a predictable, repeatable, scalable engine of growth. A lot of venture capitalists have read those books and have then told their early stage companies, “If you just hire enough sales people and make enough...
25m Jun 05, 2018
25m
S1 Ep781: "Understand What is Going on in Your Brain" Dr Dan Radecki Applying Neuroscience in Business
“We've even taught this to eight year old kids and they get it simple mantra. It's not you, it's your brain.”On this episode, we have Dr. Radecki a neuroscientist who is sharing insights about how our brain is creating issues for modern leaders and what you can do about it.Dr. Dan Radecki is co-founder and Chief Scientific Officer at the Academy of Brain-based Leadership (ABL), and also serves ...
26m Jun 05, 2018
26m
S1 Ep780: Stock Market Research & Management - Navellier & Associates - with Louis Navellier
Since 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis recommends equity and other investments to his subscribers and in his investment management service.  Louis seeks to find the inefficiencies and anomalies ...
23m Jun 04, 2018
23m
S1 Ep779: Beauty, Brains and Bold Lessons Learned with Letitia Berbaum and Kristin Breen
Letitia Berbaum was back in the studio with Kristin Breen of Franklin Loan Center. With over 14 years in the industry, Kristin shares market trends and lessons learned throughout the ever-changing tide in the market.Listen in as Letitia and Kristin explore the latest in this vibrant podcast!The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandber...
23m Jun 04, 2018
23m
S1 Ep778: Eat your broccoli…why life insurance is like your daily dose of veggies!
As my clients, friends and family know, I often say life insurance is like broccoli. The daily dose of veggies is essential for more than meets the eye.Scott Heinla joined us in the studio to talk about do's, dont's and essentials that you should be "in the know" on.The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tu...
27m Jun 04, 2018
27m
S1 Ep777: Wealth Preservation and Legacy Planning with Michael Marion
Michael is the Founder and President of Marion Consulting, LLC which is currently celebrating 38 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.Michael’s firm has established relationships with a unique network of top per...
25m Jun 04, 2018
25m
S1 Ep776: New Book on Sales Enablement from Co-Author Byron Matthews
Listen on iTunes while pretending to watch baseball Sales Enablement has the promise and research behind it to explain why this book is more than a new just a sales process. Book co-author Byron Matthews discusses why he and co-author Tamara Schenk set out to define the many facets of sales enablement into an understandable framework for success.  The host is jim Obermayer.   We discuss:The ma...
23m May 30, 2018
23m
S1 Ep775: #73 Charlie and Paul: Dropping Out
Show Notes  For the last three shows I have attempted to discover the basic tenets of atheism, theism and a form of Hallucinogenic Spirituality, all in an effort to understand how people approach their inner and outer lives. After the three shows aired Paul asked a handful of people their impressions of the show. The overwhelming response was: we just don’t really care at all about religion or ...
49m May 30, 2018
49m
S1 Ep774: Secrets to SaaS Start-up Sales Growth
In this episode, listen in to Samuel Sunderaraj, VP of Sales at Skilljar.  Check out the full transcription on our blog starting Mon. 6/4.  Samuel will answer some great questions:What's the state of SAS sales?What does it look like today? And for folks that are either at the front lines or managing an SAS organization, what are the keys to making SAS sales work today?He'll also talk about how ...
28m May 29, 2018
28m
S1 Ep773: Strained Balance Sheet, Slowing Sales - What Tool Propelled Company to Hit Stretch Goals in 12 months?
Sebastian Igreti, CEO of TechMD was facing a critical moment. The company recently completed a corporate acquisition and build out of new facilities. The balance sheet was strained just as sales were slowing. The partners utilized many business improvement tools, but one would lead to a breakthrough while teams within the company implemented it on their own without being asked to implement it.F...
24m May 29, 2018
24m
S1 Ep772: #73 Dan: Hallucinogens “The Spirit Molecule”
Show Notes   For the last two shows I have attempted to discover the basic tenets of atheism and theism in an effort to understand how people approach their inner and outer lives. In the theistic case we would call it spirituality.  Well, today I plan to discuss spirituality through a third medium—an hallucinogen called Ayahuasca, the chemical that the scientist Rick Strassman called the “Spiri...
52m May 23, 2018
52m
S1 Ep771: "How Are We Going to Make This Work?" Growing the Business and Bringing in 1st President - Eliot Swartz
Many entrepreneurs dream of starting a business doing what they love with people they want to work with and eventually selling it for a fortune. Very few are able to navigate the challenges of regaining the culture that started to fray, surviving the partners' marital divorce, continuing to work together, successfully hiring and transitioning leadership to the 1st president and then sell the co...
19m May 22, 2018
19m
S1 Ep770: Simplifying Social Media Metrics
 Metrics are simply standards of measurement by which efficiency, performance, or progress can be assessed. Yet in social media it can get complicated quickly with amount of data and options of what can be collected and where. In this podcast, we will cover the basics of collecting social media data, tracking social media metrics and identifying KPIs (key performance indicators). We will also c...
28m May 21, 2018
28m
S1 Ep769: Who Owns the Pipeline, Marketing or Sales?
In our on-going series of asking the question, “Who Owns the Pipeline?" we are getting very interesting opinions from a wide variety of executives.  This week Rhoan Morgan of DemandLab offers her insight.  Her answers might surprise you and change how you do business.About Rhoan MorganAs CEO of DemandLab, Rhoan sets the direction for the technologies, strategies, and partnerships that drive suc...
22m May 21, 2018
22m
S1 Ep768: Hybrid Equity & Commodity Trading Strategy - Incline Investment Management - with Ted Parkhill
Ted learned the investmentment industry from John W. Henry, successful Commodities Trader who now owns the Boston Globe , Boston Red Sox, Liverpool Football Club, and other ventures.  In 2012 he formed Incline with his partner, and they created a unique strategy to combine equity investments together with Commodity Trading , and call it the Systematic Hybrid Investment Strategy.  You will enjoy...
29m May 21, 2018
29m
S1 Ep767: Commodity Trading - Commodity Asset Management - with Nate Polachek
Following stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be long or short, mostly in the Futures market, the...
26m May 21, 2018
26m
S1 Ep766: Mid-Year Marketing Performance Review – Identify the top performing revenue channels and make adjustments for a strong finish for the second
On this episode, Brian Hansford, VP of Client Services at Heinz Marketing hosts Sam Melnick, VP of Marketing at Allocadia.  Look for the full transcription on our blog starting Monday, 5/28/18.  In this episode we're talking about a mid-year review.  As Sam says, "It all starts with the plan. So whether you're planning for next year or whether you're looking at what's going on in real time, mea...
26m May 21, 2018
26m
S1 Ep765: Christopher Voss, The Black Swan Group
Chris Voss is CEO of the Black Swan Group and author of the national best-seller "Never Split The Difference: Negotiating As If Your Life Depended On It," which was named one of the seven best books on negotiation. A 24-year veteran of the FBI, Chris retired as the lead international kidnapping negotiator. Drawing on his experience in high-stakes negotiations, his company specializes in solving...
47m May 19, 2018
47m
S1 Ep764: Have we lost faith in faith itself? 05-17-18
We produce a fascinating show called The Next Chapter that tries to answer (from a practical and philosophical point of view) what comes next...particularly for us aging baby boomers who've been gifted with a whole extra inning in life.  As a group, we baby boomers will live longer than any generation in history with many of us making it well into our nineties or beyond.  So what will we do wit...
49m May 17, 2018
49m
S1 Ep763: Impact Investing - Community Capital Management - with David Sand
David tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in deploying their investment funds.  CCM started with banks and others covered by the Community Re:Investment Act in the 1990's, moving into the Foundat...
30m May 16, 2018
30m
S1 Ep762: Emerging Market Long/Short Strategies - Boston Partners - with Paul Heathwood, CFA
The Director of Investor Relations, Paul discusses BP's  L/S funds, especially the unique Emerging Markets L/S fund, part of their $100 Billion in Assets Under Management.  While L/S funds are fairly commong, few apply this strategy to international markets, especially Emerging Markets.  On a bottom up basis, they look for companies with rich valuations and potential catalysts to move the price...
26m May 16, 2018
26m
S1 Ep761: #72 Fr Robert Edwards-Theism-What is It?
Show Notes  Last week, we filled up most of an hour on the subject of Atheism—not in an effort to disclaim it, but rather to better understand it. I think it was a great show. In fact, it was one of my favorites. Well, today I want to give equal time to Theism. I decided to do the show primarily through the eyes of a Christian priest, Fr Robert Edwards who is the Rector (or lead minister) of St...
48m May 15, 2018
48m
S1 Ep760: How to Shorten the Sales Cycle
 Shortening a company’s sales cycle has an outsized impact on the business. It reduces a competitors market share, increases cash flow, reduces sales territory turn-over, and reinforces sales forecast accuracy,  but how to do it consistently is always the conundrum. Our host today on SLMA Radio is Dan Perry of the Brevet Group and his guest is a founding partner of the Brevet Group Brian Willia...
27m May 15, 2018
27m
S1 Ep759: Shut the Doors or Start Working "On" the Business - Returning Patients & The Business to Life - Dr. Andrew Vertson
Intecore Physical Therapy's purpose is to "Return Patients To Life" and Dr. Andrew Vertson is leading the growth of this west coast chain of 20 patient clinics. In 2011, Dr. Andrew was facing a tough decision. Insurance companies were slashing insurance reimbursements. He asked himself whether to grow the business or shut the doors and walk away and try something else.He decided to grow it.What...
26m May 15, 2018
26m
S1 Ep758: Real Estate is Changing. Are you in the know? Our interview with TEN-X
The world of real estate is changing...are you in the know?Our interview with TEN-X was insightful.Listen and learn along with us!The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.Learn more about Bar...
27m May 14, 2018
27m
S1 Ep757: The Zandbergen Report Welcomes a LIVELY guest!
It was a pleasure to have Dan Lively in the studio with us!Listen in to our LIVELY podcast featuring this dynamic guest.The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.Learn more about Bart by visit...
24m May 14, 2018
24m
S1 Ep756: Tom Manzo, Timely
Tom Manzo, President – Timely Prefinished Steel Door Frames, Mr. Manzo was born in Detroit Michigan and raised in the south end of Madison Heights which is a working class city just two miles north of Detroit. He attended Oakland Community College and obtained an Associates Degree and eventually received a Bachelor’s Degree from Walsh College in Business Administration. It took many years to fi...
44m May 13, 2018
44m
S1 Ep755: Alternative Investments - Lake Partners - with Rick Lake
As an early pioneer in Alternative Investments, Rick has had a focus on Alternative Investments for the 29 year life of their firm.  Having establish their Alternative Investments focused LASSO mutual fund twenty years ago, he is a frequent speaker in the industry and often a Co-Chair of conferences, and shares with us his views of the industry, current conditions of the financial markets, and ...
22m May 09, 2018
22m
S1 Ep754: An Insider's View of the Credit Crisis of 2008 - with Mark Landis
As an insider in the world of Fixed Income securities management on Wall Street  prior to, during , and since the 2008 credit crisis, Mark has had a view of this epoch period as few others (as he tells us, he had dealings with each of the four parties whose stories are told in the book and movie "The Big Short).  He identifies what he sees as the major causes of the crisis, and shares insights ...
32m May 09, 2018
32m
S1 Ep753: Factor Based ETF's - IndexIQ - with Sal Bruno
Listen to Sal, Chief Investment Officer and responsible for investment strategies for the twenty plus ETF's at IndexIQ, a New York Life company, as he discusses their various factor based Alternative Investment ETF's.  He discusses the core competencies needed in this area of investing.  A combination of Fundamental, Technical and Quantitative Analysis, these strategies are multi faceted and an...
23m May 09, 2018
23m
S1 Ep752: Managing marketing through rapid growth with Elissa Fink, CMO, Tableau Software
A shorter episode this time (due to some technical issues) but a good one!  Read the full transcript on the Heinz Marketing Blog starting Mon. 5/14/18 We talk about the importance of:Hiring the right people and enabling themStaying focussed on the missionRespecting the past, respecting the futureContinoius measurable improvementChasing things that excite you and get you up in the morningMore ab...
13m May 08, 2018
13m
S1 Ep751: You Are Getting Brain-Jacked. What To Do About It - Alex Vorobieff
You Are Getting Brain-Jacked. What To Do About It & A Cure for Your Hiring Headaches For the transcripts of episode click here.Topics:Confident ROi Magazine Subscribe to Print or Digital Version of Confiden ROiLong Form Story TellingTransform Your CompanyUnleash Your Inner Super ComputerBiasesBrainBrain Based Leadership Certificate courseExecutive BrainAmygdalaThe real starting lineEmotionsCure...
28m May 08, 2018
28m
S1 Ep750: Getting the Full Benefit out of Your Customer Research Data
Customer experience has become an intrinsic element of every product and service. Data gathered from user research can inform the design process and provide insight to help teams evaluate the quality of the customer experience once the product goes live.In parallel, the formalization of roles associated with data science and the advances in technology that enable advanced analytics to have crea...
26m May 08, 2018
26m
S1 Ep749: Using CRM for Fun and Profit: How Sales Reps can use their CRM to Hit Quota
Listen on iTunes while using stairclimber! This episode has personal stories from GoldMine GM Paul Petersen, sometimes referred to as Mr. GoldMine because of his 19 years of experience with GoldMine Software.  Paul discusses how sales reps can benefit from using a CRM system, plus he talks about the "Three Builds Concept" which has guided his career and those of his sales reps:Building Rapport...
28m May 07, 2018
28m
S1 Ep748: Connecting Content Creation to the Bottom Line
Listen on iTunes while riding a unicycle! Content creation is that ever hungry, ever needy, ever demanding open marketing pit that demands to be fed.  And, yet, it is costly to feed the beast with useful information for prospects, customers, investor and the ever ravenous press.  In this interview we speak to Pamela Muldoon, Revenue Marketing Coach with the Pedowitz Group who will coach us on m...
28m May 07, 2018
28m
S1 Ep747: Marketing Operations Exposed! The good, bad & ugly with Mike Braund from Tableau Software
Mike will touch on:Current focus: Cross channel orchestration is a focus for us (usermind, lytics)Current focus: Marketing data story from impression to closed dealsCurrent focus: Refreshing our approach on predictive lead scoring with 6SenseProduct promotion and operational tips: We will talk about how Tableau uses a product day-to-day as a marketing operations teamTips and advice: Learnings f...
24m May 03, 2018
24m
S1 Ep746: When Corporate Arrogance Bulldozes Marketing’s Good Judgement
A little bit of success, can breed arrogance and poor judgment in many fast growing companies.  I worked for one  company president who said, “The website is all we need to find customers,  we don’t need mail, email, public relations or exhibits.  if they can’t find us on the web, we don’t want them as customers.”Some  companies  decide it doesn’t want anyway to contact it except through the sa...
26m May 02, 2018
26m
S1 Ep745: #71 Matthew Sitton-Atheism: What You Didn’t Know
Show Notes  Let me begin our show today with a question? Consider this rather long list of names: Woody Allen, Isaac Asimov, Kevin Bacon, George Carlin, Jodi Foster, Joyce Carol Oates, Brad Pitt, Ayn Rand, Oliver Sacks, Kurt Vonnegut, James Baldwin, Charles Bukowski, Ursula K LeGuinn, Pablo Neruda, Virginia Wolfe, Stephen Hawking, Sir Richard Branson, and Bertrand Russell. What do all these fam...
45m May 01, 2018
45m
S1 Ep744: Warning About the EU’s GDPR Taking Effect May 25, 2018 and the new E-Privacy Acts
In this interview, Debra da Costa of Direct Marketing Partners in the U.S. interviews Naomi Campbell, of the B2B Lead Agency in the UK to discuss the GDPR ramifications (including large monetary fines for non-compliance) for any company that wants to do business in the EU.   The host is Debra da Costa.In April 2016, the European Parliament adopted a (law) standard for data protection of people ...
39m May 01, 2018
39m
S1 Ep743: How Can the Disneyland Canoe Ride Help You Improve YOUR company?
Confident ROi - Find The Right Tool to Advance Your Company - First Episode - Alex VorobieffWhat can improv and the Disneyland Canoe ride teach you about advancing YOUR company?- Hear Business Leader Stories About What Tools are Working and Not Working.For the transcript of this show click here. Topics Covered in this episodeKey WordsImprovFinancial Clean-upBusiness AlignmentConfident ROi Magaz...
24m May 01, 2018
24m
S1 Ep742: Josh Graves from Fitness on Fire Joins Bart Zandbergen in the Studio
"Fitness on Fire opened it's doors on March 14, 2015. We have dedicated our work to building a community that cares about your health & fitness. We believe that being connected in a community is a neccessary key for you to reach your goals in life and in fitness. Having private, semi-private, or group training classes, pushes you beyond what you thought you could've accomplished on your own. We...
25m Apr 30, 2018
25m
S1 Ep741: Bart Zandbergen and Letitia Berbaum Answer Questions in the Studio
 The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.Learn more about Bart by visiting www.BartZandbergen.com
25m Apr 30, 2018
25m
S1 Ep740: Mark Van Mourick, Founding Partner of Optivest Wealth Management, Joins Letitia Berbaum in the Studio
Meet Mark Van Mourick, Founding Partner Optivest Wealth ManagementMark is the Founding Partner of Optivest Wealth Management and has managed the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest in 1987 and has grown the firm’s managed portfolios to about 40 highly successful families through building strategic, diversified portfolios for his client...
24m Apr 30, 2018
24m
S1 Ep739: Data at the Crossroads of Congress and Ethics
There’s a classic divide between Washington, D.C., and Silicon Valley. Tech companies speak a different language and are moving at light-speed. Rachel Post, a former business journalist in Silicon Valley and former VP of Branded Content at Guardian Labs US, explores the boundaries and intersections of data and ethics.Many media outlets have their own proprietary analytics software to track exac...
26m Apr 25, 2018
26m