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Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.
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Small Business Startup School – Learn The Psychology Of Retail And Financial Awareness - For The Reasonable Optimist
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Are you starting a small business or buying an existing business? Do you know that personal circumstances may differ, but broad business patterns are same as ever? Then, what better way to begin than by leveraging knowledge from people who have navigated the road ahead of you? This podcast - ’Small Business Startup School’ shares perspectives using the psychology of retail and financial awareness – all with a reasonable dose of optimism. This show promises to give startup solopreneurs insigh ...
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The episode features a compelling conversation with our special guest, Dalene Allen, the Executive Director of BNI in Nova Scotia, New Brunswick, and PEI. Dalene shares her personal journey using affirmation cards and provides an insight into the power of recognizing personal pains, standing against limiting beliefs, and stepping out of comfort zon…
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Join the Small Business Startup School podcast as host Ola Williams engages with Colin Alexander, founder of Conduit Voice Media, in this insightful episode titled " Leveraging Voice and Media To Drive Customer Engagement". In this digital era of accelerated content consumption, the episode brings to the forefront the importance of maintaining auth…
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Welcome to another enlightening episode of Small Business Startup School. In this episode, our guest speaker, Samuel Adeniyi - Founder, Kierep and Winner of the December 2023 Volta Pitch Competition - strips back the details of establishing 'Kierep', a startup fuelled by its purpose to combat the shortage of caregivers in Canada. He elucidates the …
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Whether you're launching a startup or taking over an existing business, understanding balance sheets is critical to your success. This concluding part of the series spotlights an often-overlooked aspect of business finance – receivables. Perspectives were shared on the importance of regularly reviewing accounts owed to you and scrutinizing long-unp…
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Welcome to another exciting episode of Startup Your Small Business and Learn. Hosted by Ola Williams, this podcast aims to enable budding entrepreneurs with the psychology of retail and enhance financial awareness, all while staying positively optimistic. In this episode, we continue to delve into the world of balance sheets, explaining how you can…
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This episode features an answer to one of the questions I received on the series. I concluded the answer to practical tips for improving balance sheet without getting into complex financial jargon. This episode is part of an ‘8-series’ show on ‘how to read and interpret a balance sheet’. This is part 6. Do you have questions or comments? Your feedb…
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This episode features an answer to one of the questions I received on the series. I shared practical tips for improving balance sheet without getting into complex financial jargon. This episode is part of an ‘8-series’ show on ‘how to read and interpret a balance sheet’. This is part 5. Do you have questions or comments? Your feedback ensures that …
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In the balance sheet, equity is usually presented in the form of the owner’s money brought into the business and any profits or losses the business has accumulated over time. Listen in for details of how you can interpret it and what it may mean for a business. This episode is part of an ‘8-series’ show on how to interpret balance sheets. This is p…
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You see when you want to buy a business, you want to take a quick snapshot of the balance sheet. This is so that - at least, when your professional advisers such as accountants are discussing with you, you can follow reasonably. Even when you already have your business, it doesn’t hurt to from time to time review your business balance sheet. So far…
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Do you find accounting intimidating? Or even boring? But then, hardly can we do any business without accounting. And of course, you can hire the right staff to do the technical bit for you. But, you may still find it beneficial to at least understand how to interpret some accounting/financial reports. And, believe it or not, it’s far more approacha…
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Do you find accounting intimidating? Or even boring? But then, hardly can we do any business without accounting. And of course, you can hire the right staff to do the technical bit for you. But, you may still find it beneficial to at least understand how to interpret some accounting reports or shall we say financial reports. And, believe it or not,…
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Imagine a car with no gas gauge- this means you buy gas and use it with no tracking of usage. What do you think will happen if you miscalculate and your car stops due to zero gas while on your way to an important appointment? Yes! You guessed right! That’s not a situation we all want to be in. Same principle applies to the opportunity to track your…
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For over 5 years now, I’ve been researching how to save time by tracking personal finances. And my thought process is this: if we can track gas in our cars, which saves us time by letting us know how much gas we have in tank before embarking on a trip, then why shouldn’t we track personal finances? And I’m particularly interested in personal financ…
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In the ever-dynamic world of entrepreneurship, staying ahead means being in the know. Are you looking for some chatbot discussions, artificial intelligence podcasts, or simply a GPT podcast? Well, you’re in the right place! Listen in as we dive into some exciting AI conversational talks - with Jesse Boudreau - about how to use ChatGPT in your busin…
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“People go - I have 1,000 followers - and you want to go -That's wonderful! Are you talking to them?” --- Dalene Allen Have you ever been to an event, and there's this period of small talk where you find yourself alone? You look around the room and everybody's talking to everybody. You seem to be the only one alone and it's an awkward situation for…
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If you believe that one of the primary reasons we are here is to connect, then you would also know that listening to insights from others is wisdom. Especially insights that resonate with you. Manifestation cards are a great way to gently nudge ourselves to those things we may know already but need reminders on. Or they may nudge us to fresh insigh…
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Do you, your friend or your family member know a store that seemed to be doing well but suddenly closed shop? Did you wonder why they closed up as you had noticed they were busy? Did you wish they hadn’t closed up as they were your go-to place for certain needs? Imagine if you could help that your favourite store supposing things were in your contr…
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These days, one of the questions I get asked more and more is about starting or buying a small business. My DM is full of them. Also, when I’m at events, that’s what people pull me out to ask. I also get a lot of calls just on this. So, because I find myself repeating the same conversation over and over again, which is unproductive, I thought it wo…
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As an entrepreneur, you wear all the hats of your business - sales, marketing, admin, bookkeeping etc. You may come to a point where you have some help with these, but ultimately, the ownership and the success of the business is on you. If you're not going to be marketing your own services, your own products, who will do it for you? On this episode…
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In this new episode I introduce the concept of kindness and Niceness from the lens of being fair using a story someone told me. The story is about a lady named Pat who wanted to be served to her liking, without consideration for how that may or may not be helpful to others. Could it be that we sometimes consider kindness to be a sign of weakness an…
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In this new episode, I had a conversation with CeeCee, the Founder and CEO of Dapper Style Mint Inc. and an expert in costume design, and personal and wardrobe styling, where we unpacked the link between appearance and confidence. I have often been puzzled about whether the way we show up on the outside contributes to having confidence. Someone onc…
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This week, I explore retail further by talking about 'Retail Therapy'. Would you like to consider how retail may be able to provide some comfort to you? Take a listenتوسط cornishvariety
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Hello everyone. Today, I'm going to be exploring retail reality. The reality is, we are bound to exchange what we have with what we need. And so, it falls upon us to do it with some form of wisdom. What do I mean by this? Take a listen to find out more.توسط cornishvariety
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If you like to watch Formula 1, you would have noticed that there are needs for pitstops. Now, the race organizers try to make services at each stop as efficient as possible. So the issue is not whether there should be pitstop. Rather, it's more of an issue of "how do we make efficient use of time during the stop" They ask this so race contestants …
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How do you like to be greeted when you visit stores? Would you rather be left alone or appreciate some exchange of pleasantries? On this episode, I talk about two different scenarios. I believe each is valid. Hopefully, either resonates with you. Take a listen.توسط cornishvariety
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I’ve realized that networking is like a buffet, no matter what you are offered, once you’re full, you’re full. If you’re taking a 3-course meal, you start with starters, next you eat your main dish. Once you’re full, you can’t take in more. But you may be able to take in some dessert. Because, it’s not quite the same flavour as the main meal. When …
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On this episode, I share a talk I gave at a wellness retreat - "Why You Should Practice Kindness". I believe how we say things (plus act) is tangible. That's why you can feel either positivity or negativity in an environment. I prefer the former and hopefully, you do as well. So, if you believe you can feel these things, why then don't you say thin…
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This week, I speak on the principle of "beginning with the end in mind". Whatever goals you have set, try starting with the end plan and work backwards. Take a listen to hear how it works.توسط cornishvariety
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On this episode, I share the story of Tina. It was clear Tina was due for a promotion. But the promotion wasn't forthcoming. Listen to learn how Tina navigated the situation which resulted in progress.توسط cornishvariety
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Hello Everyone. Welcome to Episode 6 of Cornish's Cheer. On this episode, I share the story of Jay, a professional, who was due for a promotion at her place of work. But guess what? None was forthcoming. Listen to learn how she found strength to carry on through quietness.توسط cornishvariety
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On this episode, I share a short story about Tom and Flex, two individuals who responded to the same situation differently. Listen to know how each response turned out.توسط cornishvariety
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Today’s episode is titled ‘Making Each Day Count’ For the next few minutes, I’m gonna be talking about what I think matters, which is different for everyone. And by no means is this list exhaustive or ranked in order of importance. But I do hope that listening to this prompts you to have some reflection to see to it that you’re spending your time o…
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On this episode, I talk about “Friendship Bubbles”. I strongly believe that many of us find ourselves sometimes lonely, isolated, if you like. And if we can just be a bit intentional about friendships, perhaps, that could help. I think the major point is we cannot do life alone. And we are not being naïve to think that there are no bad people. But …
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On this episode, I tell the stories of two ladies, Melon and Carrot, who surrendered to their pains before receiving what they were waiting for. Whatever it is that you're going through, for a change, think about how you can accept it. And maybe that could help.توسط cornishvariety
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Welcome to the maiden edition of Cornish's Cheer Podcast. This podcast is the audio recordings of the blog 'Cornish's Cheer'. This episode is about slowing down intermittently during the day, and taking deep breaths in order to make better decisions. Be encouraged as you listen.توسط cornishvarietyinfo
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Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship.توسط Dr. Charles Chaffin and Dr. Brad Klontz
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Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.…
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Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learning style of each client whether in-person or video chat.توسط Dr. Charles Chaffin and Dr. Brad Klontz
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Dr. Charles and Dr. Brad talk about the steps that advisors can take to get their current clients to go from inaction to action, whether it is make a decision, adopt a financial plan, or adjust their behaviors so they are consistent with their plan. They also talk about tools and techniques to use with new clients so they do not "get stuck" in thei…
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Dr. Charles and Dr. Brad talk about the usefulness (and lack thereof) of behavioral finance as it relates to financial planning practice. They then dive into several of the biases and heuristics that they see as most relevant to a practitioner and how each can be applied in practice.توسط Dr. Charles Chaffin and Dr. Brad Klontz
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Dr. Charles and Dr. Brad discuss 7 ways advisors can help their clients through this difficult market, including steps that financial planners can take to care for themselves and make the most our of this challenging time in the market. The conversation meanders from zombies to dogs to new initiatives related to the Psychology of Financial Planning…
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Dr. Charles and Dr. Brad open the show discussing how clients know what to do for the most part...but still don't do it (they even cite some interesting research related to prostitutes and health education!). They then discuss how advisors can help their client's make better decisions that are consistent with their short and long-term financial goa…
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Dr. Charles and Dr. Brad introduce the podcast and how it can be beneficial to practitioners in their everyday work with clients. They also talk about which of their attire is most appropriate when recording a podcast episode.توسط Dr. Charles Chaffin and Dr. Brad Klontz
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