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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Jun 30, 2020

David McFarland is Founder and CEO of Coterie, a technology company that uses APIs to make buying business insurance easy. Coterie meets professionals where they already are, using data-based automation to remove hassle and confusion. The result is simple, reliable coverage for their businesses. Immediately prior to...


Jun 25, 2020

Blake Oliver is a CPA who specializes in cloud technology and the co-host of the Cloud Accounting Podcast, a weekly news update for accountants and bookkeepers. In 2016 and 2017, he was honored to be named to CPA Practice Advisor's “40 Under 40” list. In 2019, he was named to Accounting Today’s “Top 100 Most...


Jun 24, 2020

"We will know the blockchain has really made it when we stop talking about blockchain." So said Ron Quaranta, founder of the Wall Street Block Chain Alliance, during his last appearance on The Soul of Enterprise. This time Ron joins Sean Stein Smith, professor at Lehman College, to share their insights in to the latest...


Jun 23, 2020

Dr. Nima Rahmany is a Chiropractor turned ‘Edutainer’ on a mission to teach business executives, entrepreneurs, and teenagers about how to dissolve the root cause of stress. He is the creator of a breakthrough new tool called The Overview Method™ where participants are taken through an exercise to clear...


Jun 18, 2020

Ray Barlow is SVP of XCM where he focuses on the Xpitax Outsourcing business.  His teams innovate and deliver the technology, education, and services accounting professionals need to support their clients.  With more than 23 years in the accounting industry, Ray has established a track record of success leading sales,...