OC Talk Radio

Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.

Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to discuss the very basics of the new “Secure Act” that was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. It’s critical to be in the know on these new rules and how they will impact you and your investments. Stay tuned for future episodes on this topic as well, which will take a deeper dive into the Secure Act and all you need to know!

In this episode, learn:-What RMD (Required Minimum Distribution) changes have occurred -The benefits of deferring taxes and how they have changed with this new regulation -ROTH IRA strategies and approaches to consider

The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.

Interested in being a guest on The Zandbergen Report? Email [email protected].

Learn more about Bart Zandbergen by visiting www.BartZandbergen.com         

It was just a matter of time before CRM Software took another hit with the breakoff of Sales Lead Management as a separate platform. This program is offered as a replay from CRM Radio’s show of January 23, 2020, where CRM Host Paul Petersen and Sales Lead Management Association founder, Jim Obermayer, discuss the modern definition of Sales Lead Management, how some companies are separating themselves from being defined as just CRM solutions and what salespeople expect from marketing and sales management. 

They discuss the crowded fields of CRM, Marketing Automation, ABM, and the resurrected field of sales lead management.  Obermayer is also the President of the Funnel Media Group an internet radio and podcast production agency for B2B companies.

Paul Petersen is the Vice President and General Manager for GoldMine CRM and is the host of CRM Radio.

The original program on CRM Radio is found here: Follow My Lead – Insights for 20/20 Lead Management

Food is one of the few universal concepts that connects every living thing—we all eat. So why is the discussion about food, including how it’s produced, how it’s accessed and purchased, and how it’s consumed such a contentious debate? From genetically modified organisms to farm subsidies to local foods to food stamps, there is no shortage of hotly-contested subject matter in the food space. In this podcast, we’ll discuss where sticking points remain, what common ground exists, and where both the public and private sector are making strides to improve the conversation.

About Partrick Delaney

Patrick Delaney has spent the last 13 years talking about food and agriculture, across the agency, trade association, and legislative spaces. As a young public relations practitioner, he worked on campaigns for consumer-facing heritage brands at Unilever, Procter & Gamble, M&M/Mars and Campbell’s. He then spent ten years as spokesman for organizations representing the fresh fruit and vegetable industry, as well as the nation’s soybean farmers, working on public affairs communications on issues ranging from food safety and nutrition to trade, immigration and infrastructure. During that time, he received his master’s in IMC from West Virginia. He now directs the communications for the House Committee on Agriculture in Washington.

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WVU Marketing Communications Today is hosted by Michael Lynch from West Virginia University which is a program on the Funnel Radio Channel. 

   

In this week's episode, "How ABM is Evolving: New Best Practices and Pitfalls" I talk with Nani Shaffer, Senior Director, Demand Generation & Operations at Demandbase

Demandbase is synonymous with account based marketing. They have done a ton over the years to really develop the definition of account based marketing to really set some benchmarks and drive a lot of great thought leadership around it. The concept of ABM has been around now for at least three, four plus years. Demandbase has been involved in this category now for a long time as well.

In this episode, I ask Nani:

How she has seen ABM evolve?

What is ABM here at the beginning of 2020?

Can a company's marketing be applied to any target?

Do you think for companies that continue to go down this maturity curve  this won't be a separate effort, that this will just evolve into the sort of table stakes of how companies market to their targets?

What sales role is in driving effective ABM programs and what does it take to get a sales organization aligned with the marketing efforts to create a truly integrated ABM approach?

What are some key lessons you've learned about what it takes to take this great idea and actually land it? (how does it work on Tuesday?)

How do you make this not just a campaign but a culture change?

What are some things you've learned that are key to making that work?

And lots more!

Listen in now or read the entire conversation on the Heinz Marketing blog starting Mon. 2/3 6am PST.

 

Sales Pipeline Radio is hosted by Matt Heinz of Heinz Marketing which is a program on the Funnel Radio Channel.

   

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Sales Pipeline Radio is sponsored and produced by Heinz Marketing on the Funnel Radio Channel.  I interview the best and brightest minds in sales and Marketing.  If you would like to be a guest on Sales Pipeline Radio send an email to Sheena.

Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects.  Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity.  Focusing on the Intermountain West's lesser populated areas, they develop Multi-Family units for Qualified Opportunity Zones.  Investors should be aware of this new opportunity.

 

Jonah-kai, was the Senior Director of Marketing at TUNE, when this interview was taken.  Hew is a proven leader with 15 years of experience creating content, building marketing programs and leading highly-functional teams.  He is now head of marketing Algorithmia

His experience encompasses Product Marketing, Online Marketing, Marketing Strategy, and Content Strategy for B2B focused companies. Follow Jonah-kai on Twitter

This is a five-minute extract from the longer program: 

Marketing Operations 2.0: How One Company is Managing the Next Generation of Martech Stacks

Join us as Jonah-kai, answers some GREAT questions: Here are just a few:

How do we get better at driving campaigns that focus on target accounts?

How do we get better at working regionally in accounts to focus on that?

How do we get better at measuring those things so that everything we do drives around a strategy that drives performance?

Where are you putting focus in building systems that can directly track marketing's effectiveness and impact on the sales pipeline?

What cadence do you use to make adjustments?

How often are you looking at those results?

How often are you making changes to your execution?

Read the transcript of this episode on the Heinz Marketing Blog

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Sales Pipeline Radio is hosted by Matt Heinz of Heinz Marketing which is a program on the Funnel Radio Channel.  Heinz Marketing is the sponsor of Sales Pipeline Radio.

   

Morgan Christen is the Chief Executive Officer and Chief Investment Officer of Spinnaker Investment Group, LLC. In this role, he leads the investment committee in building customized portfolio solutions for high-net worth clients. Mr. Christen brings 26 years of investment management experience. Morgan founded and led Signature Resources Capital Management, LLC in Irvine as the Chief Investment Officer/Portfolio Manager in charge of research and asset allocation. Prior to joining Signature, he served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach. Additionally, he acted as the Vice President of Dolphin Securities Inc., a regional broker dealer and managed the firms’ 30 representatives. He holds a Bachelors of Science in Business Finance from the University of Southern California and an MBA from Pepperdine University. In addition, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations and served as a board member of the CFA Society of Orange County.

Brandine Strand is an avid life-long dog mom & entrepreneur, passionate about holistic health & natural medicine. In 2018, she founded Cali Raw Nutrition, a premium raw dog food company that ships human-grade, complete & balanced, life-stage specific meals straight to your door. Brandine is dedicated to making it easy for dog lovers to provide optimal nutrition for the enhanced health & longevity of their dogs.

LTC (Ret) Paul Trapp is a seasoned military leader and event planning professional. He serves as the Chair of the Executive Oversight Committee and brings 31 years of combined active duty, reserve component, and Army National Guard experience, closing his military career out as the Chief of Recruiting for the Army National Guard. Paul currently leads a team of more than 40 Operational Managers and Certified Meeting Professionals (CMP) who plan and execute over 3,000 events annually for the federal government and commercial clients. He also has more than 20 years of successful contract management expertise, as well as event planning, organization and evaluation of conferences, seminars, and meetings in both the private and federal sectors. Paul is also a founding owner of EventPrep (a life-style franchise opportunity for entrepreneurs who are trapped in an employee’s body). Paul lives in Central Florida with his wife Kimberly and is the co-author of Prep for Success: The Entrepreneur’s Guide to Achieving Dreams.