Beyond the balance- Episode 1
In this very first episode of Beyond the balance, Jessica Perez shares the story behind why this podcast was created and the journey that led her here.
As a working and entrepreneurial mom, Jessica opens up about the realities of building a career, raising a family, navigating identity shifts, and …
Relentless, Relevant, and Ready: Orion Ascent Recap with Jessica Perez
Episode 135: This week, Kyle Van Pelt talks with Jessica Perez, VP of Growth at Milemarker. Jessica brings a boots-on-the-ground perspective to the wealth management technology space, working directly with advisory firms to help them unlock the full potential of their data.
Kyle and Jessica recap…
Beyond the balance- Episode 5 (Charlotte Carson)
In This Episode We Talk About
Jessica Perez and Charlotte Carson covers topics such as navigating a male-dominated industry, the challenges of motherhood, and the importance of support and identity. Charlotte shares her experiences as a working mom and the journey of raising her son as a young moth…
How Hiring for Culture Helps Organizations Thrive
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Jessica Perez, Starkey’s Chief People Officer and Executive VP of Culture, sits down with Dave to explain how COVID blurred the lines between business and personal, why hiring for culture is so important, being your authentic self, flexible work policies, and creating an environmen…
Beyond the balance- Episode 10 (Lisa Mont-Ros)
AI, Blended Families & Building Without Burning Out
Lisa Mont-Ros is the Co-Founder and COO of Strategy Ninjas — an AI strategy and solutions company helping businesses implement artificial intelligence to reclaim their time and scale smarter. But before AI, Lisa built (accidentally) a 30-person, s…
Behind the Scene in the World of Telematics with Jessica Perez
Jessica Perez is the Telematics Manager at Clear Connect Solutions. They assist the transportation and insurance industries with risk management through niche products, services, and partnerships focused on compliance assessment and risk analysis.
The Human Side of Scaling Great Advisory Firms
Episode 152: In this special compilation episode, Kyle Van Pelt and Jessica Perez revisit four conversations centered on one of the biggest challenges facing advisory firms today: scaling while maintaining exceptional client service. Anne McPhail shares why intentional leadership and culture create…
Why Are Young People Attracted to Socialism?
Thank you so much for listening to the Bob Harden Show, celebrating 15 years broadcasting on the internet.
On Tuesday's show, we visit with Leader of the Regulatory Studies Center at George Washington University William Yeatman about the White House Ballroom and legislation on Capitol Hill. We dis…
Is Artificial Intelligence Addictive?
Thank you so much for listening to the Bob Harden Show, celebrating 15 years broadcasting on the internet.
On Wednesday's show, we visit with Cato Institute Chairman Emeritus Bob Levy about the gerrymandering decisions made in latest term of the Supreme Court. We meet the new Director of the Collie…
How Should Financial Advisors Build Their AI Tech Stack? | Jessica Perez
Financial advisors don't have a technology problem. They have an infrastructure problem.
You buy the CRM. The AI notetaker. The planning software. The dashboard. Another tool gets added because it's supposed to make the practice more efficient.
Then you look up and you've got a dozen logins, system…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,826,592و قسمت های196,109,404بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
سرمایه‌گذاری روی دانش بیشترین بازده را دارد؛ پس پادکست گوش می‌دهم.
‐ Benjamin "Llamacorn" Franklin
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
