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PlannerPod

The Planner Magazine

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​Introducing "The Planner Podcast," the official audio companion to The Planner magazine, the Royal Town Planning Institute's premier publication. Each episode delves into the latest developments in town and country planning, featuring in-depth discussions, expert interviews, and insightful case studies. Whether you're a seasoned professional or simply passionate about the future of our communities, "The Planner Podcast" keeps you informed and engaged with the evolving landscape of planning ...
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IPI Planners Podcast

Irish Planning Institute

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For professional planners in Ireland working in government, private practice and others who want to be kept informed on changes in planning thought, law and practice.
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Student Loan Planner

Travis Hornsby

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Travis helps you navigate the insane world of student loans, especially if you owe $20,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
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New Planner Podcast

Caleb Brown

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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Ro ...
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Two Quants and a Financial Planner

Excess Returns

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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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The Pete the Planner® Show

IBJ Media

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Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
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Wedding Planner Society Podcast

Laurie Hartwell & Krisy Thomas - CWP Society

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CWP Society is proud to produce the "Wedding Planner Society: Industry Expert Insights" podcast! Laurie Hartwell & Krisy Thomas, award-winning Master Certified Wedding Planners and Industry Educators from the CWP Society, discuss the real lives of wedding planners and professionals, dispense business tips, and share ways you can elevate yourself and your career in the wedding industry. Visit the CWP Society website for more information: www.cwpsociety.com
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Planners and Wine

Megan and Myra

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Introducing the Planners and Wine Podcast, where every Thursdays, hosts Megan Payne and Myra Powell combine Pop culture, celebrity gossip, creative planning, and sweet wine for a captivating listening experience. Discover the art of effective organization, indulge in entertaining celebrity discussions, and explore social issues. Join us for a podcast that engages your mind, entertains your senses, and inspires positive change. Cheers to planning, gossip, justice, and the pleasures of life! L ...
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Franklin Planner Podcast

John Harding & George Wright III

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Are you ready to discover the keys to greater productivity and lead your life and team with principles that stand the test of time? Welcome to The Franklin Planner Podcast, your weekly guide to achieving your best life through proven strategies, timeless values, and expert insights. Whether you're looking for ways to boost your personal productivity, lead your team to new heights, or find lasting success, this podcast is your trusted companion on the path to intentional living. For more than ...
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Smarter Planner Podcast

Financial Planning Association National Capital Area Chapter

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Educating Financial Advisors on the things they should know (but don't). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association's National Capita ...
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2 Guys 0 Planners

Yvgenii Reed, Urban Hafner

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2 Guys. 0 Plans. Urban and Yvgenii get together and discuss life, the universe, and everything in between. Sometimes it's about pens, but you never really know what you are going to get. Parents be warned, Yvgenii quit censoring things a while back so there may be a bad word or two that sneaks through.
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Better Planners Podcast

Oregon Chapter of the American Planning Association

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Brought to you by the Oregon Chapter of the American Planning Association (OAPA), Better Planners is a podcast that delves into in-depth conversations around relevant and timely stories that surround the urban planning realm including the ground-level work of planners, community development advocates, and allied professions. With an emphasis on amplifying the voices and stories of marginalized communities. The episodes will be a resource and guide to provide insights into planning related to ...
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Plannerama

School of Urban and Regional Planning Alumni Association

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Listen to urban planners from Toronto Metropolitan University's School of Urban and Regional Planning answer fun questions about themselves, their work, and their memories from SURP.
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Join Lovewell Blake Partner James Shipp as, each episode, he will be joined by a business leader, expert or specialist to break down the latest trends, insights and key developments in the world of finance, business and beyond. Whether you're a financial professional or just starting out in business, our expert insights and practical advice will help you navigate the complexities of the financial landscape. Tune in to hear us sum up the latest trends and essential knowledge to keep you ahead ...
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The Extra Planner

Mohania Williams

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A planner girl who is obsessed with planners and stationary shares her love for all things planner related. Cover art photo provided by Emma Matthews on Unsplash: https://unsplash.com/@emmamatthews
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PlannersCast!

Iuren Ramiro

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Falamos sobre planejamento estratégico, sobre seres humanos e geramos oportunidades de educação :) Temos uma proposta diferente de modelo de negócio: todo patrocínio - ou ajudará na estruturação do podcast ou ajudará dando acessibilidade a oportunidades de ensino, que serão sorteadas entre membros da comunidade PlannersBR, no Facebook. Isso acontece para que cada vez mais gente tenha acesso à essas oportunidades tanto dentro como fora do eixo Rio-SP. Mais infos dentro do podcast #1 ou no gru ...
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The Property Trio (formerly The Property Planner, Buyer and Professor)

Cate Bakos, David Johnston and Mike Mortlock

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Formerly The Property Planner, Buyer and Professor, our show rebranded in 2023 to The Property Trio. Residential property is the only asset class we live in, it is where we raise our families, and it is our most expensive investment, yet property advice remains unregulated. Our objective is to educate time-poor professionals through deep insights from our experts who have provided thousands of Australians with personalised advice and education spanning two decades. In a climate where we are ...
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The Planner Podcast

Mim Jenkinson

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Welcome to The Planner Podcast! This is the go-to place for you to learn about creating plans for progress and consistent success in your life and business! https://mimjenkinson.com
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Financial Planner Life Podcast

Sam Oakes

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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Smart Meetings' award winning podcast tackles issues from Gen Z Digital Dreamers to Millennial Masters and Boomer Bosses, we all have something to learn and teach each other. Smart Start Radio host Eming Piansay leads critical conversations to facilitate elevating experiences. From engagement to entrepreneurship and empathy, this series is dedicated to the continuing education of event professionals looking to get a leg up on the latest trends, along with two hospitality writers on the journ ...
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A podfic for the Ace Attorney fic, The Wedding Planner by @famousinthatanonymousway on Ao3. New chapters will (hopefully) be released each week, hehe. ALSO this podcast's bloopers are the episodes with no capital letters- when I have finished with it, they will be deleted.
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Planner Lifestyle Podcast

Jessica McWilliams

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Planner Lifestyle Podcast, where productivity and aesthetics crash into the daily grind, host Jessica McWilliams takes deep dives into planning's impact on our lives and communities. From planner basics to purposeful reflections, you'll be ready to plan.
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Planner Girl Chatter

Planner Girl Chatter

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Planner friends that met through their obsession decorating their day planners share their adventures, friends, product reviews, and thoughts on all things planning. Covering real life adult topics, while talking about stickers, intentions, and sometimes the lack of having it together expect big laughs and adult language.
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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The Planner Pocket Podcast

The Planner Pocket Podcast

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If you’re part of the Instagram Planner Community, you might be familiar with planner pockets. It’s where you put your sticky notes, your decor, or even extra stickers! No matter what you put in your planner pockets, those pockets are available to hold space for helpful resources and fun reminders, and that’s the goal of this podcast! Through The Planner Pocket Podcast, we will share hilarious stories, helpful planning tips, cool shop reviews, and much more! Join the conversation!
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NextGen Planners

NextGen Planners

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Business Planners Podcast

Business Planners Podcast

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The Business Planners with The Prime Enterprise Group are a team of business professionals who assist Entrepreneurs in starting or growing a business through business plan writing, business coaching and educational webinars.
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Measure Twice Planners

Cody Garrett, CFP®

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Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives. Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
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The Risky Planner™

Albert & Nate w/Dokainish & Company

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Capital projects waste billions annually on predictable delays, but there's a proven way to deliver ahead of schedule and under budget. Join Albert Brier, Director, Project Controls and Nate Habermeyer, Director, Marketing at Dokainish & Company, as they discuss how current events and trends are reshaping project controls and mega-projects across industries. This podcast is designed for project managers, project controls professionals, IT leaders, and executives. Our listeners grapple with h ...
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The Advanced Financial Planner

The Institute of Advanced Financial Planners | David Miller

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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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Military to Financial Planner Podcast

Daniel Kopp, CFP

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Helping active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your host, Daniel Kopp. Join him as he shares his unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career that you want.
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Funeral Planner Podcast

Eliza Giles

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This podcast asks who you are, how you could be remembered after you die, and if all that could be creatively encapsulated in your end of life plans. I would love to reevaluate the stigma of talking about this part of the life cycle and even find joy in thinking about what matters most to each of us. I hope that recording these ideas will be useful someday to each individual and their families. I also hope that sharing how we want to be remembered reminds us each of how we want to live. Sign ...
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Would you love to plan your dream wedding without feeling overwhelmed? Do you wish you fully understood the cost of wedding services so you can easily create a budget (and stay on budget)? Wondering how to prioritize vendors that are most important to you and your wedding vision? Want to know where to start in creating a wedding day timeline? We are so excited you're here! This podcast will help you enjoy the wedding planning process, guide you through the various costs for vendors and budge ...
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In this episode of the Franklin Planner Podcast, hosts George Wright III and John Harding welcome special guest Ben Kjar. Ben, an American wrestler, international speaker, real estate investor, and motivational figure, shares his remarkable life story of overcoming Crouzon syndrome to become a NCAA Division One Wrestling All American and a world ch…
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Do you think the planner space is affected by recent overconsumption trends? 🤔 📙 We want to hear from you! Send us an email at [email protected] Send us a message at https://instagram.com/plannerpalspodcast 📙 Want to find us elsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpages…
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2026 may be the most confusing year for student loans yet. Find out what's actually changing with repayment plans, forgiveness, and Parent PLUS loans — and learn what you should be paying attention to right now. We'll also hear real listener questions about PSLF during a government shutdown, IDR recertification delays, getting out of SAVE forbearan…
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In this episode of The Property Trio Podcast, Dave hosts the annual Predictions episode. Part one of a two-part series, the Trio share their predictions on growth, markets, rents, investor numbers and more. It's one episode that is not to be missed! The Property Trio is: David Johnston, Mortgage Broker - Managing Director of Property Planning Austr…
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In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai. We explore how one of the most widely cited ideas in retirement planning was developed, how it is often misunderstood, and how it should actually be used in real-world financial planning…
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Confused about the difference between a Venue Manager, Day-Of Coordinator, and Wedding Planner? You’re not alone—and misunderstanding these roles is one of the biggest planning mistakes engaged couples make. In this episode of the Wedding Planning Experts Podcast, Dan & Andrea DeWard break down exactly who does what, when each role is needed, and h…
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Pete the Planner's predictions for housing, higher ed, energy and a potential tariff mess We’re in the midst of the holidays—always a good time for reflection. And this week that means holding Pete the Planner accountable for bold predictions he made in January about the economy and U.S. fiscal policy in 2025. Pete hit a bunch of these out of the p…
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Andrew Sivertsen is a shareholder and Senior Financial Planner at The Planning Center, Inc., and he joins the show today to share how he found financial planning through one of his siblings and has never looked back. If you're interested in discovering financial planning through a non-traditional path, balancing work and CFP coursework, or growing …
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Hosts Nate Habermeyer and Albert Brier recorded this finale in person — a first for the show — to reflect on what shaped the world of capital projects in 2025, which episodes hit hardest, and where they're headed in 2026. Season 1 covered ground: AI tools and their real-world limits in project controls. SMs, BIM, climate risk. Tariffs and political…
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Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management. Marc shares his j…
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In this episode, Krisy Thomas, COO of the CWP Society, sits down with two incredible relationship pros: Amanda Borrero, Certified Wedding Planner and Certified Educator, and Aisha Garnett, Master Certified Wedding Planner and Certified Educator. Together, they unpack how planners turn vendors into true collaborators, leverage community for confiden…
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In this episode of The Smarter Planner Podcast, host Belle Osvath, CFP®, welcomes Ed Dressel, president and owner of Retire Ready Solutions, a company empowering advisors to simplify retirement education — especially for middle-income workers and pension-eligible employees. With nearly 40 years in the industry, Ed has identified a critical disconne…
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Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your ro…
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Richard Keeler re-joins James on the podcast for the second instalment aimed at Dentists and Dental Associates. This time James and Richard cover limited company structures, whether this is right for you and alternative ways of structuring a dental business. #podcast #business #dental #dentist #finance #lb1858…
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In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll …
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In this episode, we reveal how health care marketers can uncover hidden opportunities by looking inward and identifying overlooked organizational strengths. Through real-world case studies and executive insights, this episode offers practical tools to drive innovation, reinvigorate brand strategy, and prepare for future market shifts.…
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In this episode, we explore how Corewell Health successfully rebranded following the merger of Spectrum Health and Beaumont, transforming every branded asset across 21 hospitals and 300+ outpatient locations. Angela Gusse and Jon Levy share strategies, lessons learned, and practical tools for navigating large-scale brand transitions in complex heal…
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In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a bu…
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Filing taxes married filing separately can be one of the most powerful tools for lowering income-driven student loan payments. But it's also one of the easiest ways to make costly mistakes if you're not careful. Meagan McGuire, CFP®, ChFC®, CSLP®, walks through what borrowers need to double-check before tax season hits. You'll learn when filing sep…
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In this episode of The Property Trio Podcast, Cate hosts a listener questions episode featuring the mortgage questions borrowers ask most often. Inspired by a listener question from Callum, the Trio open the vault on borrowing capacity, rental income treatment, interest-only strategies, and the tax traps that can quietly cost property owners hundre…
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Pete the Planner on Humor, Habits and the Psychology of Money On this episode of Off the Record, host Nate Feltman sits down with Peter Dunn, better known as Pete the Planner, one of America’s most trusted voices on personal finance. Dunn shares how a sixth-grade stock market contest launched his career, how he blends comedy and financial coaching …
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Mark Hansen is a financial advisor at Second Comma, and he rejoins the show today to talk about the ups and downs he has experienced—and how he has shifted his business—since last being on the show two years ago. If you're interested in strengthening your value proposition, reducing client churn, or learning from the real-world lessons of an adviso…
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In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else…
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Join experts from Risant Health as they explore how human-centered design is transforming healthcare. Learn how empathy, innovation, and collaboration are creating more compassionate and effective care systems through real-world stories and strategies.โดย Society for Healthcare Strategy & Market Development
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In this episode of the Franklin Planner Podcast, host George Wright III welcomes esteemed guest Stephen M.R. Covey, a global authority on leadership, trust, and organizational performance. Covey discusses his legacy of timeless principles in leadership and trust, stemming from the influential teachings of his father, Dr. Stephen R. Covey. The conve…
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Your questions answered! Thanks to all the Planner Pals whosubmitted their questions for this episode 😄 📙 We want to hear fromyou! Send us an email at [email protected] Send us a message athttps://instagram.com/plannerpalspodcast 📙 Want to find uselsewhere? Jess: https://youtube.com/JashiiCorrin Mark: https://www.youtube.com/@markyourpag…
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In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why …
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The holidays can stir up a lot of stress, especially when student loans are still hanging over your head. In this episode, I want to slow things down and offer some perspective. We talk about why extreme frugality isn't required to build wealth, why "rich enough" beats "obscenely rich," and how your education and earning power already put you in a …
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In this episode, The Trio explore how to identify serious competitors, read buyer behaviour, understand market forces, and apply smart tactics to gain an edge in both auctions and private sales. Wishing our loyal listeners a safe and joyous festive season! The Property Trio is: David Johnston, Mortgage Broker - Managing Director of Property Plannin…
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Let’s be honest: most New Year’s resolutions don’t make it to Valentine’s Day. So instead of pretending this year will be different, we’re drafting financial resolutions that actually survive real life. In this episode, we run The Financial Resolution Draft—fantasy-football style—selecting the smartest, most realistic financial moves for three life…
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Lillian Turner is the Founder of Daring Greatly Wealth, and she joins the show today to share how her interest in financial planning in high school turned into owning her own firm. If you're interested in the realities of career pivots, early leadership roles, and building a firm from scratch, this episode will be especially valuable. Listen in as …
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In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀 You’ll also hear how advisors ha…
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In this episode, we explore how health care communicators can guide organizations through shifting policies and public skepticism by building agile, personalized thought leadership strategies. Shannon McCormick and Jeb Phillips share how Nationwide Children’s Hospital identifies and empowers diverse leaders to influence clinical, research, and poli…
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In this episode of the Franklin Planner Podcast, host George Wright III interviews Dr. William Danko, bestselling author and wealth-building expert. Dr. Danko shares insights from his landmark books, 'The Millionaire Next Door' and 'Richer Than a Millionaire,' discussing habits of ordinary millionaires, the importance of frugality and saving, and t…
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Send us a text In this energizing episode of What One Thing?, Devon Montgomery Pasha sits down with behavioral science expert and global keynote speaker Nancy Harhut to explore why people say yes and how understanding human decision-making can transform both marketing and event design. Nancy breaks down the emotional shortcuts that drive behavior, …
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Planning a luxury wedding in Michigan or searching for the perfect downtown Grand Rapids wedding venue? In this episode of the Wedding Planning Experts Podcast, hosts Dan and Andrea DeWard of Full Circle Weddings sit down with Olivia LaVergne, Event Manager at the JW Marriott Grand Rapids, one of West Michigan’s most sought-after luxury hotel weddi…
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This episode dives into how health systems can harness the power of Brand Ambassadors to drive internal engagement, build trust, and support major brand transformations. Hear how Powers Health empowered over 200 ambassadors to champion their rebrand, creating authentic connections and fueling effective internal communications.…
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Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of dis…
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The SAVE plan is officially dead. Learn what the SAVE lawsuit settlement actually says (not the rumors), who really needs to pay attention right now, and what you should do next. We walk through why millions of people are still stuck in SAVE forbearance, what repayment plans are actually available going forward, and how upcoming rulemaking could re…
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This month, Meg and Myra discuss Q4 Currently! shopping: candle day 2025 Feeling Trending on social media watching Listening/reading Planning Loving: Wicked: For Good spoiler review! Feel free to join our Discord: https://discord.gg/hyT7Tpt9VG Follow us on IG:@plannersandwine Megan’s IG: @megsgotaplan Myra’s IG: ⁠@myra_irl…
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Sophie Spaul re-joins James to review the recent Budget form a business perspective. Much attention has been on the impact on individuals but there was more within the detail which will heavily impact business and entrepreneurs. Sophie and James dissect the detail and summarise key policies. #Podcast #Budget2025 #Business #Accountancy #Tax #Entrepr…
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🎧 In this month’s Property Trio market update, Mike, Cate, and Dave unpack the latest November market figures. Perth continues to surge, gaining pace this month with a 2.4% lift, and investor lending hits record highs, prompting APRA to potentially apply changes. National prices rise more than one per cent for the third month running, and the Trio …
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December 2025 marks end of year celebrating Irish Planning Institute's 50th anniversary since founding in 1975 whilst also seeing the conclusion of the current Council term with a range of governance changes including the election of a reshaped Board of Directors. Gavin Lawlor, completing two year term as IPI President and Director at Tom Phillips …
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Yvgenii has decided that diving headfirst into AI. Urban did an amazing job holding off on pen and ink purchasing (NOT). And the guys finish off 2025 by actually talking about stationery. Sponsor: Pen Chalet: Go to Pen Chalet. Click on the Podcast link at the top of the page. Enter the code “2guys”, and take advantage of some amazing deals and a si…
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Is the streaming landscape on the verge of a mega-merger? In this episode, Ken Moraif (with Jeremy and Jordan) breaks down the Netflix/Warner Bros/Paramount bidding battle, why lawmakers are pushing antitrust scrutiny, and how consolidation could reshape streaming, movie theaters, and broad market exposure. We also talk about concentration risk ins…
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Charlotte Morgan is a financial planner at Creative Planning, and she joins the show today to share her career journey from college student to successful practitioner. If you're interested in navigating early career uncertainty, taking a break and re-entering the profession with confidence, or understanding what it's like to experience an acquisiti…
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In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You’ll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planni…
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