The Edge Of Excellence Podcast

In today's episode of The Edge of Excellence podcast, Matt is joined by Kash Fadaie, Founder of Fadaie Insurance Services Inc.In this intriguing conversation, Kash shares a transformative personal experience that reshaped his understanding of self and purpose. Through a unique practice, he describes reaching a profound state of bliss and clarity that transcends ordinary consciousness, leading to a deeper connection with their authentic self. This awakening sets the stage for a journey of personal growth and entrepreneurial vision.Matt and Kash explore the power of self-awareness and the importance of distinguishing between fleeting doubts and true inner knowing. You'll hear how embracing one's genuine nature can influence leadership, team culture, and the way a business is built. The conversation hints at how this clarity fosters creativity, confidence, and meaningful relationships, making it an essential foundation for success.This episode teases an unconventional career path that combines purpose, service, and entrepreneurial opportunity, inviting curious minds to explore further.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Kash's background starting with his parents' roles in the Iranian Navy and their migration to Florida.How his early experiences in business taught him the importance of hard work, adaptability, and building relationships.How meditation helped Kash achieve a state of bliss and inner peace, which became a pivotal moment in his life.The unique aspects of the insurance industry, such as its recession-proof nature, residual income potential, and the opportunity to provide peace of mind to clients.The potential of the insurance industry for young entrepreneurs, emphasizing its mobile, residual income, and scalable nature.And much more...Guest Bio:Kash Fadaie is a visionary Iranian-born entrepreneur and the founder and CEO of a thriving insurance agency headquartered in The Woodlands, Texas. After launching his first business at age 13 and exploring over a dozen ventures, he found lasting success in the insurance industry in 2004. By 2006, Kash had built a scratch agency from the ground up, leading it to become a $10 million enterprise with a large client base across California and Texas. A graduate of the Maharishi University of Management, Kash integrates Transcendental Meditation and yoga into his life, promoting clarity and balance. Known for his calm leadership, he inspires cohesive teams through creativity, patience, and trust. Kash is deeply committed to personal and professional excellence.Resources:Fadaie Insurance Services Inc.Disclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Edge of Excellence podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In today's episode of The Edge of Excellence podcast, Matt is joined by Liv Mitchell, entrepreneur and Founder of Liv Mitchell Jewelry.In this engaging conversation, Liv shares her journey of growing a business from humble beginnings to gaining momentum through word-of-mouth and dedicated client relationships. The discussion explores the pivotal moments when steady progress begins to accelerate and the importance of nurturing genuine connections that lead to organic growth. You'll get a glimpse into the behind-the-scenes hustle that turns a promising venture into a thriving enterprise.The discussion also dives into the power of learning communities and mentorship programs designed specifically for entrepreneurs who want to stay ahead of the curve. Through insightful experiences, Liv highlights how tapping into expert knowledge and peer support can provide critical guidance during times of financial challenges and strategic decision-making. You'll discover the value of continuous learning beyond formal education and the courage it takes to step out of one's comfort zone.The episode leaves aspiring business owners inspired to pursue their goals with bravery and a fresh perspective on what it means to achieve true success.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Liv's career transition from a promising job in sports marketing to starting her own jewelry business.The importance of networking and building relationships with clients and industry professionals.The challenges and rewards of building a jewelry business from the ground up.The benefits of joining entrepreneurial organizations and the support they provide to business owners.The potential for exponential growth and the importance of maintaining a high level of service and quality.And much more...Guest Bio:Liv Mitchell is the Founder of Liv Mitchell Jewelry, a concierge fine jewelry brand dedicated to transforming the traditional shopping experience. A Brown University graduate with a dual degree in Business Entrepreneurship and Visual Arts, Liv also holds a Certificate in Business Excellence from Columbia Business School. After college, she deepened her expertise at the Gemological Institute of America, earning certifications in diamond and colored gemstone grading. As a former student-athlete, Liv brings the same discipline and precision to her craft. Her appointment-only model replaces the pressure and overhead of typical jewelry stores with a personalized, transparent approach. Clients receive one-on-one guidance, custom 3D CAD designs, and carefully sourced stones, resulting in bespoke jewelry that reflects their unique vision and values.Resources:Liv Mitchell JewelryLiv's LinkedInDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Edge of Excellence podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific

In today's episode of The Edge of Excellence podcast, Matt is joined by Yashaar Amin, Partner and Head of Asset Management at Waterford Property Company.In this insightful conversation, Matt and Yashaar discuss the journey of mastering a complex craft that blends both technical knowledge and relationship-building. They explore the significance of gaining hands-on experience across different roles and how filling gaps in expertise can unlock new opportunities. You'll get a glimpse into the balance between hard skills and soft skills, and how strategic partnerships amplify individual strengths in achieving bigger goals.You'll discover the nuances of collaborative ventures, highlighting the importance of trust, transparency, and shared vision in successful teamwork. Yashaar offers insights into the challenges of starting out, the value of learning from mistakes, and why patience and persistence are key ingredients in carving out a sustainable path. The discussion offers practical insights for anyone looking to leverage their talents alongside others to create a meaningful impact.This episode encourages embracing vulnerability and ethical leadership, offering a reminder that true success is often a collective journey fueled by mutual respect and genuine collaboration.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Yashaar's journey to UC Irvine and his decision to pursue a master's degree at Columbia, driven by his desire to create momentum and opportunities for himself.His realization that understanding both the "bricks and sticks" and finance aspects of real estate are crucial for long-term success.The importance of continuous learning and the value of diverse experiences in shaping a successful career in real estate.The concept of syndication, where resources are pooled to invest in real estate opportunities. The challenges and rewards of entrepreneurship in real estate, particularly the need for a solid foundation in both finance and real estate operations.And much more...Guest Bio:Yashaar Amin is a Partner and Head of Asset Management at Waterford Property Company, bringing over 15 years of diverse real estate experience spanning investment management, acquisitions, and operations. He has held executive roles across private equity, family offices, and national brokerages, overseeing long-term strategies and day-to-day execution for major real estate portfolios. Prior to Waterford, Yashaar led a Los Angeles-based institutional fund at RP Realty Partners and managed leasing and development for The L&R Group of Companies. He also directed acquisitions and asset management for The Wonderful Company and began his career in brokerage, property management, and construction. A Columbia MSRED graduate and UC Irvine alum, he is a founding member of Building Hope within City of Hope's LA Real Estate Council. Yashaar lives in Laguna Beach with his wife and two children.Resources:Yashaar's LinkedInWaterford Property CompanyDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Edge of Excellence podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness,...

In today's episode of The Edge of Excellence podcast, co-host Sean Phelps is joined by Keaton Petite, a higher education consultant.In this engaging conversation, Keaton reflects on the evolving landscape of work and learning, revealing how emerging tools have transformed the way professionals approach problem-solving and creativity. From leveraging technology to streamline complex tasks to rethinking traditional methods, you'll hear about the challenges and opportunities that come with adapting to rapid innovation.Discover insights on personal growth and the journey of self-discovery, emphasizing the value of pausing to reflect on what truly matters. Rather than following prescribed paths blindly, Keaton encourages you to explore your genuine passions and set meaningful goals that align with your values. This introspective approach is framed as essential for navigating today's complex world, where external expectations often cloud individual purpose and direction.This episode offers a message of persistence, clarity, and intentionality, as well as the idea that with the right mindset and tools, you can chart a course toward fulfillment and impact.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Keaton's personal journey of self-discovery, moving away from traditional success metrics to focus on personal fulfillment and passion.The importance of taking immediate actions that align with one's interests and passions. The typical structure of a consulting project, including processes such as data collection, design, and implementation. The challenges and opportunities presented by the shift toward online and continuing education as alternatives to traditional degree programs, and the role of consulting in helping navigate these changes. The value of self-exploration and finding joy in one's work to achieve true success.And much more...Resources:Keaton Petite's LinkedInDisclaimer: The views, information, or opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of The Edge of Excellence podcast or its affiliates. The content provided is for informational and entertainment purposes only and is not intended to be a substitute for professional advice. We make no representations as to the accuracy, completeness, suitability, or validity of any information on this podcast and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. Listeners should consult with a professional for specific advice tailored to their situation. By accessing this podcast, you acknowledge that any reliance on the content is at your own risk.

In today's episode of The Edge of Excellence podcast, Matt is joined by Craig Atkins, Chairman and Co-founder of City Ventures, a real estate development firm focused on urban housing throughout California.In this engaging conversation, Matt and Craig dive deep into the unpredictable journey of building a career from the ground up. From relentless persistence that spans hundreds of days to unexpected opportunities that arise during challenging economic times, you'll learn how dedication and adaptability can turn setbacks into successes. It's a testament to the power of grit and the willingness to say "yes" even when the path seems uncertain.Discover the balance between work and life, highlighting how unconventional choices and bold moves can lead to a uniquely fulfilling lifestyle. Whether it's redefining what retirement looks like or finding ways to integrate passion and play into a busy schedule, the conversation challenges traditional ideas about success and personal fulfillment.This episode is not just about climbing the ladder but about crafting a life that blends ambition with joy, reminding us all that sometimes the most unconventional paths lead to the most rewarding destinations.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Craig's rebellious behavior in middle school and the impact of his grandmother's decision to send him to boarding school.How bartending and architectural internships in college helped him realize his passion for real estate development over architectureThe process of entitlement, design, and construction management in real estate development.The initial challenges of starting a brokerage company at 23, including starting the company with a $4,000 loan and borrowing office supplies from a dumpster.The establishment of City Ventures and the focus on ground-up development and land development.And much more...Guest Bio:Craig Atkins is the Chairman and Co-founder of City Ventures, a real estate development firm focused on urban housing throughout California. With over 25 years of experience in real estate, Craig has been involved in more than $3 billion in transactions, giving him deep insight into California's diverse markets. Prior to City Ventures, he founded and led O'Donnell/Atkins, the state's largest land brokerage firm, which averaged over $1 billion in annual transactions and operated six offices statewide. He also co-founded O/A Homes, a builder of luxury homes in La Quinta. Earlier in his career, Craig was a project manager at the Warmington Company, overseeing large-scale developments. A member of the Young Presidents Organization, he holds degrees in Architecture and Business Administration from the University of Colorado, Boulder.Resources:City Ventures

In today's episode of The Edge of Excellence podcast, co-host Sean Phelps is joined by Dave Foster, the Founder and CEO of Gateway Wealth Management.In this insightful conversation, Sean and Dave explore a nuanced journey of personal growth, career evolution, and the often-overlooked importance of perseverance. Through stories of early challenges and surprising pivots, you'll learn how formative experiences—especially those that test one's limits—can shape not just career paths but also character.Dave reflects on a transformative period of his life, recounting both the obstacles and the small wins that contributed to his long-term success. These reflections highlight a broader theme: that the path to professional fulfillment isn't always linear, and sometimes the most valuable lessons are learned not through easy victories, but through enduring tough seasons with intention.This episode is a compelling reminder that personal and professional mastery often emerges from taking the long view—and having the courage to try, stumble, and keep going anyway.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Dave's initial interest in business, influenced by his father, who was a CEO of an animal feed manufacturing company.The value of thick skin and persistence, essential skills for a career in sales and business management.The challenges of selling financial advice with Edward Jones, where rejection feels personal compared to selling paint jobs at College Works.The psychological aspects of financial advice, particularly in helping clients through life changes like the death of a spouse. The importance of balancing long-term goals with enjoying the present as outlined in the book 'Die with Zero' by Bill Perkins.And much more...Guest Bio:Dave Foster is the Founder and CEO of Gateway Wealth Management, a fee-only advisory firm based in St. Louis. A CFP®, RICP®, and CAP® professional, he specializes in retirement income and tax planning. Dave is also the host of the Gateway Giving Podcast, where he explores philanthropy and purposeful wealth. When he's not helping clients or behind the mic, you'll find him hiking, playing baseball, or hanging out with his wife and three kids.Resources:Dave's LinkedInGateway Wealth ManagementDie with Zero book

In today's episode of The Edge of Excellence podcast, Matt is joined by Matt Sivewright, a four-time serial entrepreneur.During the conversation, the discussion explores the challenges of building businesses, from the initial spark of an idea to overcoming the hurdles of growth. The two Matts touch on the pressures and sacrifices involved in the entrepreneurial world, highlighting how pivotal decisions shape the trajectory of one's career and personal life.Matt Sivewright provides an in-depth look into the nuances of scaling a business, from the intricacies of hiring contractors to handling the stress of financial uncertainty. The conversation also explores the hard-earned wisdom that comes from experience, emphasizing the vital role of persistence and adaptability when the odds seem stacked against you.This episode is a deep dive into the grit, resilience, and strategic thinking that define the entrepreneurial spirit.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Matt's journey as a serial entrepreneur and maintaining a balanced life with family.The challenges and successes of growing a fence business, including expanding nationally and dealing with cash flow issues.Matt's experience of selling to customers in different countries and adapting to different market requirements. The value of adapting to changes in consumer behavior, such as the shift towards online transactions.The importance of putting family first while maintaining a work-life balance.And much more...Guest Bio:Matt Sivewright, the Founder and CEO of EverFence, brings over two decades of fencing industry experience to his innovative marketplace. EverFence provides instant quotes for fencing projects and connects customers with qualified contractors. By consistently integrating relevant new technologies, Matt has positioned EverFence as an industry leader, delivering optimal experiences for both customers and fencing professionals.Resources:Matt Sivewright's LinkedInFence WrightLion Fencing and Steel SuppliesEverFence

In today's episode of The Edge of Excellence podcast, Matt is joined by Frank Guimont, a young finance student and record-breaking business professional.This conversation dives deep into Frank's journey - redefining success through personal growth and leadership. Emphasizing the importance of embracing the process rather than fixating on outcomes, the discussion explores how true success often comes from helping others reach their potential.You'll discover the impact of mentorship and the foundational values passed down from family. Frank reflects on the influence of his parents, with a focus on work ethic, personal integrity, and the importance of relationships over career status. These values shape his approach to both business and life, offering a perspective that success is not just defined by financial achievements but by the person you become and the relationships you build.This episode highlights the sacrifices necessary for long-term success, with Frank sharing personal experiences that shaped his career.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:The influence of Frank's siblings and parents in shaping his work ethic and balance.The importance of making the most out of college years and the benefits of early preparation.Frank's early struggles as a freshman intern at College Works, and the turning point that led him to focus on self-improvement and hard work.His approach to leadership, focusing on the growth and success of his team members.Examples of personal sacrifices Frank has made to achieve success, such as missing social events to focus on work.And much more...Resources:Frank Guimont's LinkedIn

In today's episode of The Edge of Excellence podcast, Matt is joined by Sharon Taylor, widely regarded as the greatest headmaster in the history of Southern California schools.During this insightful conversation, Matt and Sharon explore the intricate journey of leadership within a unique and impactful field. They explore how passion for education can evolve into higher leadership roles and the complexities that come with that transition. Through candid reflections, the conversation touches on the balance between nurturing personal connections and managing broader organizational responsibilities, offering a fresh perspective on what it means to lead effectively in a setting dedicated to growth and development.You'll learn about the importance of vision, mission, and values as the cornerstones of any successful endeavor. Sharon shares her experiences of shaping and refining a guiding philosophy that not only supports the internal culture but also helps navigate challenges and capitalize on opportunities for long-term sustainability.This episode offers valuable insights for anyone passionate about education, leadership, or making a tangible difference in the lives of others.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe todayWhat You Will Learn In This Show:Why the values of kindness and curiosity are essential components of excellence. Sharon's desire to become a teacher from a young age and her work ethic, such as working through high school and college.Her involvement in sorority leadership during college, which helped her develop her leadership skills. The importance of clarifying a school's mission, vision, and values to guide decision-making and hiring practices.The value of long-term sustainability and the role of the board of trustees in supporting the school's goals.And much more...Guest Bio:Sharon brings over 30 years of experience in education. She began her career as a grade one teacher in the Los Angeles Unified School District and then a grade two teacher in Washington State. She joined St. Mary's School in 1995. Sharon has served many roles at St. Mary's including classroom teacher, International Baccalaureate Coordinator (Middle Years and Primary Years Programmes), Dean of Academics (All School), Head of Lower School (K-5) and Head of School (All School) Sharon is currently serving as the Chief Advancement Officer , where she is leading the school through a major capital campaign to complete the master facilities plan for the campus. Sharon also serves on the Board of Trustees for St. Mary's. Sharon holds a Bachelor of Arts in Education from California State University, Northridge and a Master of Arts in Educational Administration from Concordia University in Irvine. She also holds a Multiple Subject Lifetime Credential from California State University, Northridge. Sharon is trained through The International Baccalaureate Organization and has attended and led workshops with IBO. She is an active member of the California Association of Independent Schools and has led multiple accreditations for the organization. Sharon serves on the following additional boards: Providence Hospital, Mission Viejo and RiseHyre.

In today's episode of The Edge of Excellence podcast, co-host Sean Phelps is joined by Ian Beacraft, a futurist, AI expert, and CEO of Signal and Cipher.You'll hear about the journey of an entrepreneur who has carved out a unique path through persistence, adaptability, and a relentless pursuit of knowledge. From an intense early business experience that tested the limits of endurance to later navigating the fast-evolving landscape of innovation, the discussion highlights the mindset and skills necessary to thrive in an ever-changing world.Sean and Ian explore how unconventional career paths often lead to groundbreaking opportunities, emphasizing the value of embracing uncertainty and taking risks. A powerful analogy suggests that if a path is clearly visible, it may not be the right one—true growth comes from forging ahead into the unknown. Through personal anecdotes and philosophical insights, the episode paints a picture of success as a series of calculated leaps, rather than a predetermined route.This episode will leave you with a sense of anticipation, as well as an eagerness to explore what's on the horizon.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Ian's journey from music major to pre-med to entrepreneurship, influenced by his College Works experience.The challenges of working in a large marketing agency, including the overwhelming nature of meetings with large teams.The importance of embracing emotions like fear and anger as tools for self-improvement.Ian's experience of speaking at South by Southwest and the challenges of creating unique and impactful presentations.The transformative nature of entrepreneurial experiences and their long-term impact on one's career.And much more...Resources:Ian's LinkedInSignal and Cipher

In today's episode of The Edge of Excellence podcast, Matt is joined by Nate Douglas, who is a medical device sales professional, a real estate investor, and a former College Works alumni and one of the few individuals to summit Mount Everest, and all 7 summits.You'll discover the personal journey that led Nate to push boundaries and tackle challenges that few would even consider. The story weaves through moments of triumph, vulnerability, and the mindset required to conquer daunting feats. Go behind the scenes of an intense training process and the sacrifices made to achieve extraordinary goals. With humor and candidness, Nate reflects on their college experiences and the unexpected lessons learned from balancing personal ambitions with an intense work ethic. This theme of choosing the hard road becomes a central part of their narrative, illustrating the broader implications of perseverance and adaptability.With a mix of adventure, business insight, and practical wisdom, this conversation offers valuable takeaways for anyone interested in pushing their limits, whether in business or life.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:How the College Works internship shifted Nate's career path from pre-med to business and sales. His career progression in medical device sales, including roles at Johnson & Johnson and Belmont Medical. The value of calculated risks and the impact of climbing achievements on Nate's personal and professional life.The balance between Nate's professional responsibilities and his passion for mountain climbing.The importance of surrounding oneself with supportive and influential people.And much more...Resources:Nate's LinkedIn

In today's episode of The Edge of Excellence podcast, co-host Sean Phelps is joined by R.T. Custer, founder and CEO of Vortic Watch Company, an American watch manufacturer.During the conversation, R.T. shares insights on a journey that combines passion, creativity, and a relentless drive for success. From the beginnings of a dream to the challenges faced along the way, the discussion dives deep into the realities of entrepreneurship, highlighting the importance of surrounding oneself with great people and focusing on one's strengths.You'll discover a core lesson in leadership and building a business that goes beyond just selling a product. R.T. explains how cultivating a brand that resonates deeply with people can be as important as the product itself. The advice offered is aimed at aspiring entrepreneurs and those who are navigating the often-turbulent waters of business ownership, with a focus on the creative problem-solving involved in turning an idea into a reality.Whether you're in engineering, business, or another sector, this episode provides timeless insights into how to thrive in your career and personal life.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The importance of pivoting and facing hard things to achieve success.R.T.'s transition from corporate jobs at Procter and Gamble and Walmart to founding Vortic Watch Company.The necessity of systems and processes for organization and the role of the visionary in a company.The value of having a strong network of friends, advisors, and mentors to provide support and guidance.The secondary American dream of creating opportunities for others and the satisfaction of seeing employees succeed.And much more...Resources:R.T.'s LinkedInVortic Watch Company

In today's episode of The Edge of Excellence podcast, Matt is joined by Nelma Maddox, a regional vice president for a major pharmaceutical sales company.Nelma discusses her journey to carve a unique path in a competitive and demanding industry. With a blend of hard work, determination, and seizing opportunities, you'll learn how she navigated various career shifts and leadership roles. Her story reveals how personal values, a strong work ethic, and a focus on community engagement helped them rise to positions of influence, leaving a lasting impact wherever they went.Nelma reflects on the importance of self-awareness, emotional intelligence, and making decisions that align with one's moral compass. She also shares insightful thoughts on the interconnectedness of career success and personal fulfillment, offering valuable advice on how to maintain integrity while striving for excellence.This episode offers an empowering message about how life's twists and turns can lead to unexpected yet fulfilling outcomes, all the while staying true to oneself and helping others along the way.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Nelma's background in management development and the influence of Simon Sinek, Malcolm Gladwell, and EQ (Emotional Intelligence).How her leadership skills developed through various roles in high school and college.The challenges and growth Nelma experienced in her early sales roles, including customer service and data entry. The training and development programs that helped her advance in the pharmaceutical industry.The importance of giving back and helping youth find the right leadership path.And much more...Resources:Nelma's LinkedInCorcept Therapeutics

In today's episode of The Edge of Excellence, Matt is joined by Gage Ward, College Works alumni and Account Manager for Engineered Sales Inc.Gage reflects on overcoming initial struggles and adapting to the demands of a high-pressure field, all while embracing a mindset focused on growth and learning. Matt and Gage discuss the importance of resilience, noting how persistence in the face of setbacks can lead to eventual success.You'll hear about the value of taking risks, sacrificing short-term comforts for long-term gains, and developing critical skills not typically taught in school. Gage recounts key moments where making tough decisions—like reducing work hours to focus on a specific opportunity—paid off significantly, highlighting how such sacrifices shape future outcomes.This episode offers insights into the unique dynamics of industrial sales, emphasizing the importance of communication, problem-solving, and relationship-building in achieving professional excellence. Discover the strategic decisions that propel someone toward success, both in their career and in life.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The inevitability of failure and the importance of learning from failures to achieve success.The importance of attending career fairs and networking with faculty to stand out in the job market.Gage's time in the College Works program, which allowed him to trial run his own business and gain practical experience.The sacrifices Gage made during college, such as taking fewer hours at his job to focus on his internship and missing out on social activities.And so much more...Resources:Engineered SalesGage's LinkedIn

In today's episode of The Edge of Excellence, Matt is joined by Steve Tchejeyan, President of Island, an enterprise browser maker.During the conversation, Matt and Steve explore the challenges and lessons learned from navigating high-pressure environments, where success hinges on adaptability and forward-thinking. Steve shares personal experiences of realizing the importance of maintaining momentum, even when things seem to be going well. A moment of panic serves as a turning point, underscoring the necessity of planning ahead and ensuring that opportunities don't dry up unexpectedly.You'll hear about the long-term impact of early career sacrifices. Hard work and relentless commitment often come at a personal cost, yet they shape the foundation for future success. Steve opens up about the emotional weight of reflecting on years spent grinding, particularly the realization of time lost with loved ones. This episode serves as both a reflection on past hardships and a testament to the lasting impact of unwavering determination.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The importance of balancing work and education, and why Steve wishes he had found a better balance during his high school and college years.Steve's transition from inside sales at a software company to leadership roles and his involvement in private equity and startups.The significance of self-reflection and understanding one's interests to achieve long-term success.Some of the toughest challenges Steve has faced in his career, including taking a company private during COVID-19.And so much more...Resources:IslandSteve's LinkedIn

In today's episode of The Edge of Excellence, guest host Sean Phelps is joined by Eric Rose, a former Procter & Gamble executive, now the founder and CEO of Sprints Running Apparel.During the conversation, Eric shares the evolution of his entrepreneurial journey, balancing the demands of a high-profile corporate career with the drive to build a personal brand from the ground up. Navigating the challenges of scaling a business while managing the complexities of an established company, he reflects on pivotal moments that shaped their approach to business and leadership.You'll hear about the critical lessons learned early in Eric's career, highlighting the importance of sales, execution, and P&L management. Drawing from experiences that span both corporate and entrepreneurial worlds, he shares how a mix of hard work and learning from failure can fuel success.From fitness routines to setting clear priorities, this episode reveals how Eric's day-to-day practices contribute to his ability to lead effectively and manage his growing brand.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Eric's early career at Procter and Gamble, starting during the financial crisis, and the opportunities he had to work on various brands. The challenges of managing a small brand, including limited buying power and the impact of COVID-19.The benefits and challenges of being an entrepreneur, including the ability to create a culture and the need for constant learning.The impact of the College Works program on Eric's career, including the friendships and mentorship he's gained.And so much more...Resources:Sprints Running ApparelEric's LinkedIn

In today's episode of The Edge of Excellence, Matt is joined by Grayson Bierling, a former member of the College Works program.During the conversation, Grayson shares his journey of returning to a familiar industry with a fresh perspective, embracing the challenges of learning the trade from the ground up. Rather than taking shortcuts, he immerses himself in the intricacies of operations, regulations, and problem-solving, recognizing that true leadership comes from firsthand experience.You'll hear how he's developed a sharp eye for identifying inefficiencies, drawing from past roles where quick thinking and strategic execution made all the difference. Grayson explores the importance of analyzing a business's long-term viability, asking the hard questions about sustainability and evolution.This conversation will leave you with a thought-provoking perspective on what it truly means to build something lasting—whether in business, leadership, or personal development.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The importance of high intention and the choices Grayson has made to set himself up for success. His initial struggles with sales in the College Works program and how he persevered and improved with help.Grayson's return to the family business after completing the College Works program, as well as the value of innovation in finding ways to grow the business.The importance of knowing the business inside and out to make informed decisions and drive growth.And so much more...

In today's episode of The Edge of Excellence, Matt is joined by Ellen Pais, Executive Director of Pretend City Children's Museum.During the conversation, Matt and Ellen discuss bold, unconventional approaches to solving community challenges, highlighting the power of creativity and collaboration. Ellen shares insights into how innovative thinking can drive real change, bringing people together in unexpected ways. You'll discover the complexities of leadership and the art of rallying support for meaningful initiatives. From securing critical funding to fostering deep relationships, the discussion sheds light on what it takes to turn big visions into reality. Ellen's journey reveals valuable lessons about persistence, influence, and the importance of staying true to one's mission, even when faced with obstacles. With an energetic and heartfelt exchange, the episode leaves audiences with a renewed appreciation for the impact of bold leadership and the importance of investing in both community and personal growth.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The influence of nurture and nature on Helen's development and her commitment to advocacy from a young age.The significance of aligning one's career with personal values and the impact of making a difference in the community. The responsibilities of an executive director, including managing the big picture, details, and the overall success of the organization.The unique approach of Pretend City in providing a hands-on learning experience for children, fostering social interaction and real-world skills.And so much more...Resources:Pretend City Children's Museum

In today's episode of The Edge of Excellence, Matt is joined by Bobby Bourguignon, an alumnus of the College Works program.During the conversation, Bobby shares how they navigated the early stages of his career, experimenting with different paths before finding one that sparked genuine excitement. The discussion explores the importance of passion in professional growth, while also acknowledging that not every day will be easy—sometimes, perseverance through difficult seasons is what ultimately leads to lasting fulfillment. You'll hear about the impact of personal relationships and daily habits on long-term success. Bobby reflects on the difficult but necessary decision to change his social circle, surrounding Himself with individuals who inspire and challenge him. You'll also learn the critical role of health and self-discipline, emphasizing that personal well-being directly affects motivation, productivity, and overall happiness.This episode offers a powerful metaphor about diving beneath the surface, encouraging you to embrace deeper conversations, take meaningful risks, and push yourself toward greater self-awareness.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Bobby's experience with College Works, a tough internship that taught him valuable lessons and that he calls the hardest year of his life, both physically and mentally.The challenges of working remotely and the impact on his mental health and substance abuse issues.The importance of choosing the right partners and having a clear value proposition.The lessons Bobby has learned from his challenges and how they have shaped his current mindset and approach to life.And so much more...

In today's episode of The Edge of Excellence, Matt is joined by Matt Hickmann, a video content creator.You'll hear Matt's compelling journey of discovery, resilience, and entrepreneurial spirit. Faced with a crossroads in life, he embraced a bold challenge — venturing into the unknown with nothing but raw determination and an eagerness to learn. His story unfolds through moments of uncertainty, rejection, and self-doubt, yet it is precisely these obstacles that fuel their relentless pursuit of success.Gain insights into the mindset shifts and daily disciplines that separate dreamers from doers. Matt emphasizes the importance of taking action over endless preparation, learning by doing rather than waiting for the perfect opportunity. He reveals how a simple yet strategic approach—leveraging persistence, resourcefulness, and a willingness to fail—opened doors they never imagined possible.With lessons that apply far beyond one's own field, this episode serves as a reminder that success often comes down to one key factor: the willingness to show up and put in the work, every single day.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Matt's college journey, starting as a mechanical engineer and then switching to computer science. How Matt started using a camera for fun and saw it as a potential business opportunity. How an 'all-in' mentality helped him figure things out quickly and achieve his goal of making enough money to live in San Diego.The importance of consistency and effort in achieving excellence.And so much more...

In today's episode of The Edge of Excellence, Matt is joined by Hirad Emadi, co-founder and President of Innovative Construction Solutions.During this engaging conversation, Matt explores the journey of a successful entrepreneur who transitioned from a stable career to launching a thriving business. Hirad highlights the importance of identifying gaps in the market and consistently adding value, which can lead to repeat business and long-term success.You'll discover the dynamics of partnerships in business, as well as the benefits and potential pitfalls of working with partners. Gain insights on how compromise and shared values are crucial for a successful partnership, and how different approaches can lead to various outcomes. This episode provides a rich tapestry of experiences and lessons for anyone interested in the entrepreneurial journey.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:Why consistently adding value and addressing gaps in service can lead to repeat business and long-term success.The dynamics of business partnerships, including the benefits of compromise and shared values, and how different approaches can impact the success of a venture.Achieving balance between a demanding career and personal life, and the importance of family and community involvement.The value of developing essential skills like people skills and writing skills early in your career, and how these can contribute to long-term success.The concept that passion can emerge from hard work and success, even in areas you weren't initially passionate about, and the importance of staying open to new passions.And so much more...Resources:Hirad's LinkedInInnovative Construction Solutions

In today's episode of The Edge of Excellence, Matt is joined by Brad Baldridge, certified financial planner, college funding consultant, and chief podcaster at Taming the High Cost of College.Matt and Brad explore the multifaceted process of preparing for an important milestone that affects many families—paying for college. They discuss various strategies and options available to navigate this complex landscape, as well as the importance of understanding different types of support and how they can impact overall outcomes.You'll discover the specific challenges faced by those in unique situations, such as owning a business or dealing with unexpected financial changes. You'll also find insights on how to leverage available resources and make strategic choices to optimize benefits.Whether dealing with financial aid, merit-based awards, or other types of support, this episode provides valuable guidance for anyone facing this pivotal stage in life.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The differences between need-based aid and merit-based aid, and how to identify which type of aid you might qualify for.Why top-tier schools like Harvard and Yale often do not offer merit aid and focus solely on need-based aid, and how this can affect your financial planning.Specific strategies for business owners to manage their finances and maximize aid eligibility, including tax benefits and income management.The importance of finding a college where you will thrive, and how this decision can outweigh the prestige of attending a more expensive institution.Practical advice on leveraging available resources, doing thorough research, and making informed decisions to achieve long-term success in your educational journey.And so much more...Resources:Taming the High Cost of CollegeBaldridge College Solutions Brad's LinkedIn

In this episode of The Edge of Excellence, Matt is joined by Darton Case, owner and CEO of Dart Appraisal Services.They discuss the challenges and triumphs faced in building a lasting business. Darton offers insights on having a long-term vision, emphasizing how critical it is for entrepreneurs to diversify and not rely too heavily on a single client or market. You'll discover the evolution of Darton's role from a hands-on entrepreneur to a CEO who empowers his team to take the reins. The conversation explores the importance of continuous learning and the value of being part of a supportive peer group.Darton also touches on the sacrifices and decisions that shaped his path, particularly the intense focus and work ethic required in his 20s, as well as the significance of finding a career that aligns with one's passions and strengths.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The difficulties entrepreneurs face, including the statistic that 90% of businesses fail within the first few years.How Darton's company expanded statewide and then nationally by diversifying their client base and focusing on service excellence.Darton's commitment to continuous learning through organizations like EO, where he gained insights from peers facing similar challenges.How strategic acquisitions are crucial in overcoming stagnation and regulatory challenges in Darton's industry.And so much more...Resources:Dart Appraisal Services

In this episode of The Edge of Excellence, Matt is joined by Ryan Coon, entrepreneur and former CEO / co-owner of Avail.Ryan outlines some of the invaluable lessons learned from his early career experiences. He emphasizes the importance of building relationships and networking, particularly how connections made during internships and college can lead to unexpected opportunities later in life.You'll learn about the serendipity of reconnecting with former colleagues and mentors in various professional contexts, illustrating the long-term benefits of maintaining a robust professional network.Ryan reflects on the journey of growing his business from a small startup to a thriving company, the strategies that led to their success, and the importance of being intentional and deliberate with one's time and efforts.You'll also get a glimpse into the high-stakes world of acquisitions, detailing the unique process Ryan underwent when his company caught the interest of major industry players.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:How connections made during internships and college can lead to significant professional opportunities in the future.Strategies for being deliberate and intentional with your time to achieve high performance in your professional endeavors.The importance of maintaining confidence and persistence in the face of rejection, and understanding it as part of the journey to success.The value of building optionality in your career and business decisions, ensuring you have multiple paths and opportunities available.And so much more...Resources:Ryan's LinkedIn

In this episode of The Edge of Excellence, Matt is joined by Madi McSwain, an insurance agent with Indiana Farm Bureau Insurance.Madi shares her unique journey and the strategies she has employed to achieve success in her professional life. She emphasizes the importance of relationship-building, strategic planning, and maintaining a customer-focused approach.You'll discover the challenges Madi encountered in her early days starting from scratch, the sacrifices she made, and the relentless work ethic that drove her to the top. Be inspired by her story of perseverance, dedication, and the strategic choices that have defined her career.You'll also get a glimpse into the impact of supportive relationships and how Madi's upbringing and the encouragement from loved ones have played a pivotal role in her achievements.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The advantages of being a multi-line agent and how it simplifies clients' insurance needs, making it cost-effective and easier to manage.The challenges and rewards of starting as a scratch agent, focusing on new business development, and transitioning to managing a book of business through referrals.The value of giving back and helping others, inspired by the guest's own experiences and the positive impact of her internship.The career progression within the insurance industry and the skills and attitudes necessary to advance from entry-level to higher responsibilities.And so much more...Resources:Madi's LinkedInIndiana Farm Bureau Insurance

In this engaging episode of The Edge of Excellence, Matt is joined by David Renberg, a successful entrepreneur who started his own real estate brokerage at a remarkably young age.Throughout the conversation, David reflects on his journey, offering insights and advice based on his experiences. He shares key moments of growth and realization, touching on topics like work-life balance, team building, and the importance of perspective in handling challenges.You'll take a journey through David's career, from the early days of starting his brokerage to his present-day successes. The discussion also dives into the mindset required to navigate the complexities of entrepreneurship, as well as the importance of staying grounded and focused on long-term goals.David's story will resonate with anyone seeking to make a positive impact, showcasing the power of perseverance and the value of building meaningful connections in both business and life.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The core values of David's business, emphasizing integrity, excellence, and kindness.How hiring the right staff and delegating tasks effectively has helped him grow his business and maintain a better work-life balance.David's advice to his younger self: to not stress over every detail and task.David's insights from the book "What's Best Next" by Matt Perman, highlighting the concept of scheduling your day at 70% capacity.Why David believes his greatest impact may come from his influence on others, particularly his children and those he mentors.And so much more...Resources:Foundation RealtyDavid's LinkedInWhat's Best Next book

In this engaging episode of The Edge of Excellence, Matt is joined by Mason Lindsay, a promising young entrepreneur, exploring the journey of career discovery and personal growth.Mason reflects on the pressures and misconceptions surrounding the need to determine a lifelong career path early on, contrasting it with the more realistic approach of exploring various opportunities. You'll discover insights on how a mindset of appreciation and gratitude can open doors and create opportunities that might otherwise go unnoticed.Mason also offers insights on the importance of surrounding oneself with inspiring and supportive individuals. Throughout this insightful conversation, you'll learn to embrace a mindset of continuous improvement and to recognize the potential that lies in gratitude, sacrifice, and supportive relationships.Don't miss another episode of The Edge of Excellence podcast. Leave a review and subscribe today!What You Will Learn In This Show:The misconception that people need to know what they want to do for the rest of their lives early on.The importance of making sacrifices, such as giving up leisure activities like playing Xbox, to achieve long-term goals.The importance of effort, bravery, and adherence to high standards in generating further success.The value of surrounding oneself with motivated and successful individuals to provide guidance and support.Why taking on responsibility, such as managing and inspiring a team, can make it easier to make sacrifices and stay committed to goals.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Grace Jones as they discuss her professional journey and the significance of internships and diverse work experiences in shaping her career. She reflects on how college internships, particularly those that allowed her to run her own business, provided her with the freedom and guidance to explore and succeed in the business world. Grace highlights how these opportunities equipped her with the skills necessary to navigate and thrive in various industries, emphasizing that if the right opportunities aren't available, one should take initiative to create them.Grace's path took an interesting turn when she moved into a role in entertainment sales at Back Nine, a company distinct from her original career aspirations in the music industry. Her role involves crafting unique event experiences, requiring her to leverage high-level communication and problem-solving skills to meet diverse client needs. This role has not only allowed her to refine her sales and management skills but has also positioned her strategically for lateral moves within the entertainment and music industries. Grace underscores the importance of adapting and transferring skills across different fields to achieve one's career goals.The conversation also explores personal challenges Grace has faced, particularly her recovery from multiple hip surgeries during college, which forced her to pause her career pursuits temporarily. This period of forced inactivity provided her with valuable time for self-reflection and personal growth, highlighting the importance of resilience and adaptability. Grace discusses how surrounding herself with supportive people and engaging in activities that brought her joy helped her navigate these challenges effectively. She concludes with reflections on the sacrifices made during her college years, noting that while she may have missed out on typical college experiences, the choices she made were instrumental in setting her up for future success.Join Matt and Grace for this fascinating episode. Enjoy! What You Will Learn In This Show:How college internships provide the freedom and structure to create your own business, book clients, and shape your professional path under expert guidance.The importance of lateral movement in a career, how to combine passion with professional success, and the significance of taking on different roles to gain diverse experiences that prepare you for your ultimate career goals.How facing and overcoming personal challenges, like managing multiple surgeries, can contribute to personal growth, better self-awareness, and professional clarity.How selling techniques can vary significantly between industries like home services and entertainment, and why mastering these can be crucial to career advancement in sales.How critical listening, communication, and problem-solving skills are developed through real-world experience, not just classroom learning, and how these skills apply across various job roles and industries.The sacrifices made during formative years and how these choices, often in lieu of typical leisure activities, set the stage for future professional achievements and satisfaction.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Sishir Reddy, CEO and co-founder of Episource, as he shares his entrepreneurial journey, detailing the challenges and pivotal moments that shaped his career. Initially inspired by his father's suggestion to explore medical billing, Sishir set out to establish a medical billing outsourcing business in India. With his father's practice as his first client, he learned the intricacies of the industry and gradually built a team, starting with his first employee, Gopi. The business slowly expanded as Sishir leveraged his network of doctors in Southern California, a strategy that eventually led to a significant turning point when he was introduced to a larger managed care organization. This connection allowed him to pivot from medical billing to risk adjustment coding services, recognizing a niche market with greater growth potential.Sishir's journey underscores the importance of adaptability and seizing opportunities. After realizing the complexities and limitations of managing a medical billing business, he and his partners decided to focus entirely on the burgeoning field of risk adjustment coding for health plans. This strategic pivot paid off, leading to rapid growth and the eventual shutdown of their initial business model. By 2008, the company was thriving, and by maintaining a disciplined, bootstrapped approach, they reached significant revenue milestones without outside capital. Sishir also navigated complex partnership dynamics, bringing on his partner's son-in-law, whose finance and operational expertise complemented his strengths in sales and strategy. This collaboration proved crucial in scaling the business to new heights.Ultimately, Sishir's decision to sell the business to UnitedHealth Group marked the culmination of his entrepreneurial efforts. Post-exit, he faced a period of adjustment, grappling with a sense of loss and seeking new directions. This introspective phase led him to prioritize family time and philanthropic endeavors, focusing on education and healthcare within his community. Embracing a mentor and advisor role, Sishir aims to leverage his extensive experience to support emerging businesses and make a positive impact. His story is a testament to the power of resilience, strategic pivots, and the ability to adapt and thrive in the face of changing circumstances.Join Matt and Sishir for this fascinating episode. Enjoy! What You Will Learn In This Show:How Sishir recognized the opportunity to pivot from medical billing to risk adjustment coding services for health plans.The importance of identifying and adapting to new market opportunities.The advantages of maintaining a bootstrapped mentality, generating positive cash flow and reinvesting in the business to drive growth without relying on outside capital.The value of leveraging complementary skills in business partnerships.The challenges and strategies for managing fast-paced growth in a business.The risks and rewards of involving family members in business, and how Sishir balanced family ties with professional responsibilities.The considerations and strategic thinking involved in deciding to sell a business.The emotional challenges that can follow after exiting a business and strategies for finding new purpose and direction.How Sishir transitioned from business to philanthropic efforts, giving back to the community and supporting local initiatives in education and healthcare.And so much more...Resources:EpisourceSishir's...

On today's episode of The Edge of Excellence, Matt is joined by Jeff Gunhus, a seasoned entrepreneur, to discuss the concept of excellence and business leadership. Jeff defines excellence as a deliberate choice to pursue the best version of oneself across all life's endeavors, stressing the importance of being both content and driven. Throughout their conversation, Jeff shares insights from his journey of building a successful business empire, emphasizing the pivotal role of making strategic choices, even when they entail personal sacrifices, such as missing out on leisure activities to focus on career growth.The discussion then pivots to Jeff's entrepreneurial experiences, where he elaborates on transitioning his business model in response to unforeseen challenges, such as regulatory changes and market dynamics. This shift notably involved downsizing from $6 million to $1.6 million in revenue, which set the stage for a remarkable recovery and growth trajectory, demonstrating resilience and adaptability. Jeff highlights the critical role of team building and maintaining a brand that genuinely resonates with both employees and customers, fostering a culture of high performance and mutual respect.Towards the end of the episode, Jeff and Matt explore the importance of aligning personal values with professional endeavors, which ensures sustained passion and commitment. Jeff shares personal anecdotes, including his family's involvement in community service, illustrating how personal values deeply influence professional actions and company culture. The episode concludes with Jeff reflecting on the sacrifices made during his career, reinforcing that short-term trade-offs can lead to long-term rewards, encapsulating the podcast's theme of striving towards excellence through thoughtful decision-making and persistent effort.Join Matt and Jeff for this fascinating episode. Enjoy! What You Will Learn In This Show:How excellence is not about being the best in the field but striving to be the best version of oneself.How to transition from small-scale successes to major brand building, and the importance of vision in scaling businesses effectively.How effective partnerships are crucial and how mutual understanding and shared goals strengthen business relationships.Jeff's experiences of balancing career ambitions with personal life, providing a blueprint for managing professional growth without compromising personal relationships.The long-term impacts of early career choices and the importance of international exposure and adapting to various cultural environments.The resilience businesses require to adapt to external changes, like regulatory shifts, and how these can be opportunities for significant growth.How a company's values and culture contribute to its success, and how to integrate personal values into your business practices for holistic success.Insights into taking full ownership of one's actions and decisions in business, promoting a leadership style that fosters accountability and growth.The significance of finding joy in one's professional journey, regardless of the challenges faced, which can lead to a more fulfilling career and life.And so much more...Resources:Home Genius Exteriors

On today's episode of The Edge of Excellence, Matt is joined by guest Kory Finley, as they focus on Kory's journey to personal and professional excellence. The discussion opens with Kory sharing his definition of excellence as the consistent effort to perform at one's best every day, regardless of the circumstances. Kory narrates his life story, from being a multi-sport athlete in high school to entering the challenging world of business and cattle ranching. He emphasizes the importance of taking personal responsibility and learning from setbacks to propel oneself towards success.During the discussion, Kory discusses his time in college and his early career, particularly his involvement with College Works, where he excelled as a freshman intern. His success was partly due to his competitive nature and the desire to be recognized as the best. Kory reflects on the moments that shaped his career, including significant sales achievements and the strategic decisions he made, like turning down financial support from his parents to foster independence and avoid any potential for guilt-driven influence.Kory's philosophy revolves around ownership and responsibility, believing that these are critical to achieving excellence. He shares how confronting and overcoming challenges, like dealing with customer complaints and leading teams, were invaluable learning experiences. Throughout the episode, Kory and Matt highlight the importance of making deliberate choices about how to spend one's time and the value of investing in meaningful activities and relationships that promote personal growth and success.Join Matt and Kory for this fascinating episode. Enjoy! What You Will Learn In This Show:Kory's definition of excellence as the persistent effort to perform at your best daily, regardless of external conditions.The importance of taking ownership of problems and failures as a key strategy for personal and professional growth.How early job experiences, such as working in concrete construction and cattle ranching, shaped Kory's work ethic and success.Why Kory attributes his success to a competitive disposition, striving to be the best in his endeavors.His experience of setting a high sales record as a goal, illustrating the power of high aspirations.Turning setbacks into learning opportunities, and how to convert failures into stepping stones toward success.The importance of financial independence from family to avoid guilt-driven decisions.The importance of investing time wisely and making choices that align with long-term goals.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Sean Phelps, as they explore the concept of entrepreneurship, emphasizing the importance of gaining practical experiences outside traditional educational pathways. Sean reflects on his journey, highlighting his involvement with College Works, where he developed essential business skills by managing teams and projects while still in college. He shares insights about the value of real-world applications of business concepts, advising aspiring entrepreneurs to focus on technical skills in college and seek out entrepreneurial experiences in the broader world, using resources like the Kauffman Foundation and Y Combinator.During the discussion, Sean elaborates on his career trajectory, including the tough decisions he faced when offered a full-time position that conflicted with his existing commitments. He shares a critical turning point where he chose to prioritize his role at College Works, attributing his professional skills and opportunities to the experiences he gained there. This choice led to him eventually being fired from the FinTech company he was involved with, underscoring the challenges and sacrifices inherent in balancing multiple career paths and the unpredictable nature of startup environments.Matt and Sean also explore the personal aspects of entrepreneurship, discussing the integration of work, family, and personal life. Sean credits his entrepreneurial flexibility with allowing him to commit time to family and personal interests, advocating for a balanced life where work does not overshadow other responsibilities. They conclude by stressing the importance of building a solid reputation through hard work and reliability, which in turn fosters professional relationships and opens up opportunities for future ventures and collaborations.Join Matt and Sean for this fascinating episode. Enjoy! What You Will Learn In This Show:How hands-on experience in the field can surpass traditional education paths for aspiring entrepreneurs.Why challenging economic times, such as the 2008 financial crisis, can serve as the best periods to hone entrepreneurial skills and lead businesses.How adapting to circumstances by working smarter and harder can set a foundation for success.Strategies for managing a successful career while maintaining strong family ties and personal wellbeing.How entrepreneurship offers the flexibility to prioritize life events without sacrificing professional growth.How past failures and humility in leadership can enhance team performance and drive better results.The importance of empowering team members by recognizing their potential to surpass your achievements.How strategic time investment in work, relationships, and hobbies can lead to a more fulfilled and balanced life.The concept of 'investing time' vs. 'spending time,' and how this perspective can lead to more effective personal and professional life management.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by entrepreneur Steve Kearley, from Benson Kearley Insurance as they discuss the elements of success, the entrepreneurial mindset, and personal growth through business endeavors. Steve shares his journey from selling designer jeans out of his high school locker to becoming a prominent figure in the insurance industry. He emphasizes the significance of self-measurement and personal growth over comparing oneself to others, highlighting how his definition of excellence has evolved over the years. Steve's narrative is peppered with insights on overcoming societal expectations and focusing on one's strengths and unique abilities.Throughout the discussion, Steve stresses the importance of networking, not in the traditional sense of merely exchanging business cards, but in building meaningful, reciprocal relationships without immediate expectations. This approach to networking, according to Steve, involves connecting people, helping others without a direct benefit to oneself, and ultimately, building a network based on trust and mutual respect. Both Steve and Matt reflect on their experiences within the Entrepreneurs' Organization (EO), underscoring how such networks have facilitated their business growth and personal development.The conversation also delves into Steve's strategic approach to his insurance business, where he shifted focus from traditional metrics to providing real value to customers through educational seminars and resources that go beyond insurance. This value-driven approach helped differentiate his company in a competitive market. Steve's commitment to his team and ethical business practices, even post-business sale, reflects his dedication to ensuring the welfare of his employees and maintaining a legacy of integrity and trust. This episode not only explores the nuances of entrepreneurial success but also provides practical advice for personal and professional growth.Join Matt and Steve for this fascinating episode. Enjoy! What You Will Learn In This Show:How excellence isn't about surpassing others but measuring personal growth over time, understanding and leveraging your unique abilitiesThe true value of networking: building authentic relationships and helping others without expecting something in return, rather than merely exchanging contacts for personal gain.Embracing failures as learning opportunities, fostering resilience, and continuous personal development.The characteristics that often define entrepreneurs, such as a dislike for being employed, the necessity for freedom, and the ability to see and seize opportunities for innovation and leadership.How to differentiate your business in a competitive market by providing additional value beyond the core services, using Steve's approach in the insurance industry as a model.How setting and adhering to clear company values can simplify decision-making processes and contribute to long-term business success.Advice for young entrepreneurs on setting and sharing goals, the importance of mentorship, and why it's vital to understand and align with your core values.And so much more...Resources:Benson Kearley IFGSteve's LinkedIn

On today's episode of The Edge of Excellence, Matt is joined by Bret Apel as he shares his journey from a college student to becoming an entrepreneur and business executive. Bret emphasizes the importance of hard work, continuous learning, and pushing boundaries to achieve success. He discusses his initial uncertainty about his career path and how his experience with College Works Painting opened the door to entrepreneurship, teaching him valuable business and life skills. Bret's story is a testament to the idea that with the right mindset and work ethic, one can turn challenges into opportunities and achieve remarkable success at a young age.The conversation explores the concept of excellence, exploring how Bret's definition of excellence as a constant pursuit of self-improvement and challenging oneself has propelled him forward. They highlight the importance of resilience, open-mindedness, and taking ownership of one's actions to overcome obstacles and seize opportunities. Bret stresses the significance of not resting on past laurels but instead, using previous successes as a foundation for future achievements.The episode touches on the sacrifices required for success, with Bret recounting the social pressures and the need for balance between work, personal growth, and social life he faced during college. He emphasizes the value of making tough choices early in life to set oneself up for long-term success, framing his sacrifices as a means to gain a head start in life. Bret's journey underscores the message that embracing challenges, maintaining a positive and resilient attitude, and continuously striving for excellence can lead to fulfilling and successful outcomes.Join Matt and Bret for this fascinating episode. Enjoy! What You Will Learn In This Show:Bret's decision to pursue entrepreneurship, emphasizing hard work, the desire to learn, and the ambition to succeed without constraints.His personal definition of excellence as the continuous pursuit of challenging oneself to be the best version possible.The significance of resilience and keeping an open mind to overcome obstacles and find one's path.The role of effort and time in developing strong relationships, whether with friends, coworkers, or family.Bret's approach to learning from both successes and failures, without dwelling on the past.The importance of balance and prioritizing long-term goals over short-term pleasures.Bret's belief in embracing challenges as opportunities for growth.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by John Bruckner, a consultant and advisor with a unique blend of legal and financial expertise. John shares his journey from being a finance major to becoming an influential figure in the legal consulting world, emphasizing the importance of being open to opportunities and seeking mentorship. He recounts his decision to pursue law school while working, which ultimately led him to meet Byron McFarland, who played a pivotal role as his mentor. John's story highlights the value of curiosity, perseverance, and the willingness to seek and listen to advice from those more experienced.Throughout the discussion, John stresses the critical skills needed for success in his field, including active listening, follow-through, expertise, and perseverance. He suggests that aspiring professionals should immerse themselves in learning opportunities and build relationships with mentors to navigate their careers effectively. John's approach to becoming a successful consultant involves a mix of continuous learning, understanding the importance of client relationships, and the ability to provide expert advice while admitting when further research is needed. His insights into building a career path that blends law and finance shed light on the non-linear nature of professional growth and the benefits of cross-disciplinary knowledge.The conversation also explores the concept of work-life integration, where John advocates for a mindset of always being "on" but in a way that allows for flexibility and geographical freedom. This approach, he argues, is made possible by a career that aligns closely with one's interests and unique abilities, thus blurring the lines between work and personal life. By accepting the opportunity costs associated with prioritizing work, John suggests that professionals can achieve a form of freedom that allows for significant personal and professional satisfaction. The episode wraps up with a reflection on the journey to finding one's niche in the professional world, emphasizing that success comes from aligning one's work with their passions and strengths, leading to a fulfilling career.Join Matt and John for this fascinating episode. Enjoy! What You Will Learn In This Show:How actively listening to clients and seeking mentorship can lay the foundation for a successful career in law or any professional field. How John's background in finance and his decision to pursue law school led him to a unique niche in legal consulting for businesses. The core skills essential for success in legal consulting, including writing, case law analysis, and the application of law.The business side of law, including the job market dynamics and the financial implications of pursuing a career in law.Strategies for setting oneself apart in the legal field, such as embracing curiosity, networking, and leveraging unique skill sets. The concept of work-life integration as opposed to strict work-life balance.The sacrifices required for professional growth and how understanding opportunity cost can guide career decisions.And so much more...

On today's episode of The Edge of Excellence, Matt encourages listeners to engage in the process of brainstorming goals, emphasizing the importance of setting SMART (Specific, Measurable, Attainable, Realistic, and Timely) goals as a fundamental approach to achieving personal aspirations. He illustrates how such goals can transform everyday objectives into actionable plans, offering the example of a fitness goal to lose 30 pounds within a year by going to the gym five days a week and burning a specific number of calories. Matt's method underlines the necessity of defining goals that are not only ambitious but also grounded in reality, highlighting the principle that what gets measured, gets done.Matt extends the discussion to include a wider array of goals, touching on life planning and the significance of considering one's legacy. He encourages listeners to think about their goals in a holistic manner, covering aspects of life such as relationships, career, personal development, and even one's impact on the world. The episode explores the importance of writing down goals to increase the likelihood of achievement and advocates for a dynamic goal-setting process that is adaptable and regularly reviewed. This process is illustrated through the introduction of concepts like BHAGs (Big Hairy Audacious Goals) and SMART goals, stressing the power of written and flexible goals that are regularly evaluated.The episode wraps up with a comprehensive overview of goal setting across different life stages and areas, from immediate, everyday objectives to long-term aspirations. Matt's advice encompasses setting goals with a clear, sound mind and body, the value of brainstorming in both personal and group settings, and the structured approach to translating these goals into actionable plans. He emphasizes the role of goal setting in fostering a purposeful life and achieving personal and professional growth, and invites listeners to consider their legacies beyond mere accomplishments. The episode serves as a motivational guide for listeners of all ages, particularly those in their twenties, to start setting and pursuing their goals with intention and discipline.Join Matt for this fascinating episode. Enjoy! What You Will Learn In This Show:How to establish Specific, Measurable, Attainable, Realistic, and Timely goals to transform everyday aspirations into actionable plans.The significance of writing down your goals to significantly increase your chances of success. The comprehensive nature of goal setting, covering aspects such as time management, stress management, relationship management, and more.Why being flexible and adaptable with your goals is crucial, especially in the face of unforeseen circumstances like the COVID-19 pandemic.The importance of considering a broad range of life aspects when setting goals, including personal relationships, financial stability, physical health, and spiritual wellness, among others.The often-overlooked aspect of celebrating achievements, big or small.Setting visionary goals that challenge and inspire you or your organization to stretch beyond current capacities.Setting goals appropriate to different life stages and time frames, from immediate daily goals to long-term aspirations, and how to align them with your ultimate life vision.The necessity of a regular review process for your goals, allowing for necessary adjustments and ensuring alignment with changing circumstances or priorities.Goal setting as a dynamic, ongoing process essential for both personal development and professional advancement.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by entrepreneur Gavin Lantzy, CEO of SaaviHome, a company specializing in home technology installation and now venturing into franchising. Gavin discusses the importance of accountability and discipline in achieving business goals, emphasizing a culture of determination where goals are pursued ‘hell or high water.' He shares his journey from an executive in home entertainment to taking over the family business from his father, transforming it into a leader in its industry. This transformation was fueled by his belief in continuous improvement and his passion, not just for the business itself, but for the process of learning and growth.Gavin's story also explores personal challenges and pivotal moments, including a serious injury that shifted his path from aspiring professional skier to entrepreneur. This adversity led him to embrace new opportunities, including starting his own business through the entrepreneurial training program College Works Painting. He credits his early start and the mentors who guided him for his success, highlighting the sacrifice and time investment required to achieve long-term goals. Gavin's approach to balancing life and work emphasizes the necessity of occasional imbalance to ensure overall life balance and success.The conversation transitions into Gavin's current challenges and aspirations as he leads Savvy Homes into the franchising world. He discusses the need to develop new skill sets, such as strategic vision, execution framework, and financial management, crucial for navigating the complexities of a growing business. The loss of his father in a tragic accident emerges as a profound moment, inspiring Gavin to honor his father's legacy through his work. This personal loss transformed into a driving force for Gavin, underscoring the episode's theme of finding opportunity in adversity and the continuous journey towards excellence.Join Matt and Lisa for this fascinating conversation. Enjoy! What You Will Learn In This Show:The necessity of creating a culture where goals are pursued with utmost dedication.Gavin's transition from a potential skiing career to entrepreneurship after a significant injury.His evolution from working in home entertainment to taking over and expanding the family business into a leading brand.Gavin's personal definition of excellence as a continuous process of improvement, rather than a final destination.The nuances of transitioning leadership within a family business, including setting up a formal buyout and aligning on a shared vision.The new skills and mindset required as SaaviHome shifts towards franchising, from strategic vision to financial management.How the tragic loss of Gavin's father became a driving force, the power of legacy and the motivational aspect of personal connections in business.Gavin's choice to prioritize his career in his youth, setting a foundation for future freedom and success.And so much more...Resources:SaaviHome

On today's episode of The Edge of Excellence, Matt shares insightful strategies for navigating the college job search, emphasizing the importance of preparation and strategic application. He begins by advising against starting with the most anticipated interviews, suggesting instead to conduct several "burner interviews" for practice. He underscores the hard work required in job hunting, highlighting the culmination of 18 years of education and the need to put in additional effort to stand out.Matt then introduces his "hack" for the job search process, which includes "wormholing" through the internet to explore industries, companies, and career paths. He stresses the significance of bundling applications to ensure that interviews, offers, and decisions coincide, making the process more manageable. Matt encourages listeners to exploit every resource available, from career centers and job fairs to alumni networks and personal connections, to secure interviews and gather information.The episode concludes with Matt offering practical tips for preparing for interviews, including practicing answering common questions and researching companies thoroughly. He emphasizes the final push in the job search journey, where the last 10% of effort differentiates the exceptional from the average. Matt's message is clear: with diligent preparation, strategic application, and a bit of hard work, finding a fulfilling career is within reach.Join Matt for this fascinating conversation. Enjoy! What You Will Learn In This Show:The importance of sequencing interviews for optimal performance and confidence building.The concept of "bundling" applications and interviews to manage job offers and decisions efficiently.The significance of research in understanding a company's mission, vision, values, and news to tailor applications and interviews.The importance of practicing interview questions, focusing on what you can contribute to the company rather than what the company can offer you.Why the job search should be seen a marathon, not a sprint, requiring sustained effort and strategic planning.The role of personal and professional networks in uncovering job opportunities.The importance of exploring various industries and roles to find a good fit for your career aspirations.Tips on making informed decisions based on comprehensive research and self-reflection.And so much more...

On today's episode of The Edge of Excellence, Matt is by Lisa Merage, the newly named Governor of Portland Thorns FC as she discusses her journey and the underlying beliefs that have guided her career path. She emphasizes the concept of stewardship rather than ownership, reflecting on how her past experiences in various fields have culminated in her current position, where she aims to make a significant impact on women in sports and business. Lisa's story underscores a life dedicated to finding purpose through giving back to society, leveraging her roles across different industries to foster positive change.Lisa's transition from the fashion industry to sports underscores a strategic shift towards areas with significant social impact. Her work in the family business and later in sports investment illustrates a keen sense of initiative and a drive to push boundaries, particularly in promoting women's sports. The development and planned improvements for the Portland Thorns, including a world-class practice facility, are a testament to her commitment to providing the best for female athletes. This endeavor is part of a broader strategy to elevate women's soccer on a global scale, highlighting the potential of the NWSL as the leading women's soccer league worldwide.The episode also explores Lisa's personal philosophy, emphasizing the importance of leading by example and the notion that everyone's purpose is to contribute positively to society. Her decision to work a full-time job during her senior year of college, sacrificing social engagements for career advancement, exemplifies the hard work and dedication that have characterized her professional journey. Lisa's story is a compelling narrative of resilience, strategic foresight, and a deep-rooted commitment to making a lasting impact on the world around her, particularly in the realm of women's sports and empowerment.Join Matt and Lisa for this fascinating conversation. Enjoy! What You Will Learn In This Show:Lisa's view of leadership roles as stewardship, particularly in the context of her position with the Portland Thorns.Her journey from fashion to sports, and how varied career experiences can converge to fulfill a broader purpose.The significance of taking initiative, being a self-starter, and the ability to see and act beyond one's immediate job description as key to professional growth and impact.How humility and a strong work ethic are foundational to successful careers and businesses.How businesses can contribute positively to society beyond traditional philanthropy.The potential of women's sports and the role of leadership in promoting gender equality and opportunities within and beyond the sports industry.Overcoming prejudice and the power of leading by example in personal and professional spheres.How foregoing short-term pleasures for long-term career opportunities can lead to significant professional advancements.And so much more...Resources:Lisa's LinkedIn

On today's episode of The Edge of Excellence, Matt is joined by Andrew Dickinson, as he shares the captivating journey of his life, marked by a blend of failures and triumphs that have shaped his unique perspective on success and personal growth. Emphasizing the importance of embracing failure as a stepping stone to success, Andrew recounts his experiences of financial ups and downs, underscoring that each setback brought him closer to his goals. His story unfolds from early ambitions of being the first man on Mars to becoming a millionaire by his late 20s, demonstrating a relentless pursuit of designing a life governed by his own standards of excellence.Andrew's professional path is characterized by bold transitions, including his departure from a promising career as a General Manager of a multimillion-dollar car dealership to embark on various entrepreneurial ventures. This leap of faith into the uncertain world of startups and consulting, along with his decision to prioritize travel and life experiences over a traditional career trajectory, illustrates his commitment to living a life defined by passion and purpose. His journey is a testament to the power of saying "yes" to opportunities, learning from every experience, and the importance of goal setting in achieving personal and professional fulfillment.The podcast also delves into Andrew's extraordinary year-long travel adventure, covering over 80 countries, which he embarked on with his wife, Samantha. This adventure was not just about escaping the routine but an intentional choice to explore the world and immerse themselves in diverse cultures, further enriching their lives. Through this experience, Andrew highlights the significance of balance, the value of experiences over material possessions, and the profound impact of intentional living. His story is a compelling reminder that success is not just measured by financial achievements, but by the richness of one's experiences and the courage to live life on one's own terms.Join Matt and Andrew for this fascinating conversation. Enjoy! What You Will Learn In This Show:How Andrew views failure as an essential part of his journey, teaching that each setback is a step closer to achieving your goals.Andrew's definition of excellence as designing a life by your own standards and being the best at whatever you choose to do.How his early exposure to goal setting, influenced by speakers like Jack Daly, laid the foundation for his success.Andrew's bold career moves, from leaving a high-paying GM position to exploring startups and other ventures.How saying "yes" and helping others without expecting anything in return can open unexpected doors.How Andrew and his wife embarked on a year-long journey visiting over 80 countries, the significance of balancing work with life's adventures and the enriching experiences that travel brings.The sacrifices Andrew made in his 20s, including living below his means and making strategic decisions that enabled his later successes and adventures.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Genevieve Elefante-Sigmund, president of Platinum Storage, as she shares her journey and insights into the real estate industry, emphasizing the importance of personal growth and resilience. Genevieve's philosophy revolves around the joy of the journey rather than the pursuit of material success. She candidly discusses the challenges she faced, including overcoming anxiety and self-doubt, and how these struggles led her to value self-improvement and perseverance above all. Her story is a testament to the belief that continuous effort and a positive mindset can lead to fulfilling achievements, both personally and professionally.Throughout the podcast, Genevieve provides an in-depth look into the self-storage sector, highlighting how she and her family navigated the complexities of the industry to build a successful business. From site selection to raising capital and dealing with competitive markets, she elucidates the strategic and operational challenges involved. Her role in transforming the family business into a significant player in the self-storage market illustrates her expertise and dedication to innovation. Genevieve's approach to business, focusing on smart growth and leveraging opportunities for value addition, serves as a valuable lesson for entrepreneurs seeking to carve out their niches in competitive landscapes.Moreover, Genevieve touches on the importance of diversity and inclusion within professional spaces, sharing her experiences as a woman in a predominantly male-dominated industry. She discusses her efforts to promote gender equality and the positive impact of having diverse perspectives in business. Her leadership in fostering an inclusive environment, coupled with her advocacy for women's representation in the real estate sector, underscores the broader significance of her work beyond financial success. Genevieve's story is not just one of business acumen but also of breaking barriers and inspiring change, making her insights especially relevant for aspiring leaders and entrepreneurs.Join Matt and Genevieve for this fascinating conversation. Enjoy! What You Will Learn In This Show:Genevieve's perspective on how personal growth and the experiences gained throughout one's career are more valuable than monetary success.Her experiences with anxiety, self-doubt, and identity crisis and the importance of self-care and perseverance.A deep dive into the self-storage sector, such as site selection and the evolution of storage facilities. The process of raising capital through friends, family, and institutional investors, as well as the importance of building and maintaining trustworthy relationships in business.The challenges and benefits of being a woman in a male-dominated industry.The importance of setting realistic goals and not being overly attached to specific outcomes.Genevieve's experience in voicing her opinions and standing up for her values in a professional setting showcases the importance of authenticity.And so much more...Resources:Genevieve's LinkedInPlatinum Storage

On today's episode of The Edge of Excellence, Matt is joined by Suraj Akotia, who shares his unique journey from aspiring attorney to becoming a multifaceted corporate counsel and Chief Operating Officer. Suraj discusses the importance of maintaining an open mind and the willingness to undertake various roles beyond his legal expertise. His approach to continuous personal and professional growth, coupled with his ability to deliver value across different facets of the business, underscores his philosophy that excellence is about constant improvement and learning.They do a deep dive into Suraj's career trajectory, highlighting the pivotal moments and decisions that shaped his path. Suraj's story is a testament to the power of exploring new opportunities, engaging with challenges head-on, and seeking out mentorship and learning in every situation. From his early days interning at an asset management firm to his strategic move into in-house counsel and operations, Suraj's journey is filled with insights on navigating career transitions, embracing change, and the significance of aligning personal goals with broader organizational objectives.Prepare to be inspired by Suraj's definition of excellence and his approach to career development. His experiences offer valuable lessons on the benefits of stepping outside one's comfort zone, the impact of mentorship, and the importance of contributing to a company's growth beyond conventional role expectations. This episode is a must for anyone interested in law, operations, or anyone seeking motivation to pursue excellence in their careers and personal lives.Join Matt and Suraj for this fascinating conversation. Enjoy! What You Will Learn In This Show:The importance of being open to taking on various roles beyond one's job title or expertise area.Suraj's transition from corporate attorney to COO, showcasing the blend of law, operations, and corporate strategy in his career path.Suraj's evolved definition of excellence as a continuous process of learning and growing, rather than just being the best at something.The role of seeking mentorship and building a supportive network in navigating career transitions and opportunities.How in-house counsel roles provide unique opportunities for lawyers to engage deeply with a single client, contributing significantly to business strategy and operations.The importance of exploring different departments, engaging with challenges, and looking for opportunities to implement solutions across the business.Adapting to regulatory changes, insurance issues, and other challenges by being proactive and willing to take on new tasks.How general counsel roles allow lawyers to practice in multiple areas of law, providing a broad perspective and the ability to hire experts as needed.Personal sacrifices Suraj made during his 20s, including financial and time investments in law school, which paved the way for his success.And so much more...Resources:Suraj's LinkedIn

On today's episode of The Edge of Excellence, Matt is joined by Joe Clavin, a distinguished financial advisor at Primerica, for an engaging conversation about the intricacies of financial planning and personal growth. Joe opens up about his journey, revealing his initial curiosity about money management and his mission to help people at various stages of financial literacy. From discussing the basics of emergency funds, debt management, and investing, to the nuances of planning for children's education, Joe emphasizes the importance of starting from wherever one is financially. His passion for aiding people in their financial journey, irrespective of their background or starting point, truly shines through.Matt explores the evolution of a financial planner's career, highlighting the skills beyond mere financial acumen that are crucial for success in the industry. Joe reflects on the importance of being a teacher, a strategic thinker, an encourager, and sometimes even a mediator. The conversation sheds light on how the role of a financial planner extends far beyond managing finances - it's about understanding and connecting with people, making informed decisions, and navigating the complexities of human relationships and expectations in the context of financial planning.Joe also shares personal anecdotes and valuable life lessons. He discusses the sacrifices made during his early years in business, the stress of entrepreneurship, and the confidence gained from overcoming these challenges. His advice to his younger self about focusing on character and long-term goals, along with the importance of personal growth and maintaining integrity, provides profound advice.Join Matt and Joe for this fascinating conversation. Enjoy! What You Will Learn In This Show:The basics of managing personal finances, including emergency funds, debt management, and investment strategies.The journey from being a financial advisor to a leader in the industry, highlighting necessary skills such as teaching, strategic thinking, and effective communication.The importance of understanding clients' needs and preferences, and how financial planning involves more than just numbers – it's about connecting with people.How facing and overcoming early career challenges and financial uncertainties can build character and resilience in an entrepreneur.The impact of personal character and integrity on long-term professional success and personal growth.What it takes to lead and grow a team of financial professionals, including the importance of recruitment, training, and motivation.The personal sacrifices made in the pursuit of career growth and how these choices shape future opportunities and personal fulfillment.The role of a financial planner as an educator, helping clients understand complex financial concepts and make informed decisions.Strategies for effectively managing client expectations and relationships in financial planning, acting as a mediator and advisor.Practical tips and advice for those considering a career in financial planning, including the importance of passion for helping others and continuous learning.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Jed Rothstein, an Academy Award-nominated and Emmy-winning filmmaker renowned for his skill in transforming real-life stories into compelling narratives that captivate and enlighten audiences worldwide. From his earliest days, Jed's passion for storytelling through film was evident, drawing inspiration from global hotspots, innovative investigative journeys, and novel explorations of the documentary form. His work reflects a deep commitment to not just telling stories, but telling them in ways that resonate deeply with viewers, highlighting his belief in the power of cinema to foster understanding and empathy among people.Jed's conversation with Matt reveals the depth of his experience and his approach to filmmaking, which is rooted in a profound respect for the stories of individuals often overlooked by society. He shares insights into the challenges and triumphs of his career, including his journey from an anthropology student to a documentary filmmaker, his experiences filming in the midst of the Arab Spring, and the personal sacrifices he's made to tell stories that matter. Jed's definition of excellence — as doing everything to the best of one's ability and leaving no stone unturned — shines through as he discusses his projects, including his work with characters from diverse backgrounds and the impact these stories have had on his life and career.This episode is not just a look behind the scenes of Jed's distinguished career but also a masterclass in the art of documentary filmmaking. You'll come away with a deeper understanding of what it takes to pursue a career in this challenging yet rewarding field, as well as the importance of persistence, vision, and, most importantly, a heart for storytelling. Whether you're an aspiring filmmaker, a documentary enthusiast, or someone curious about the power of real-life narratives, Jed's story is a testament to the impact that thoughtful, well-crafted documentaries can have on our world.Join Matt and Jed for this fascinating conversation. Enjoy! What You Will Learn In This Show:How Jed specializes in turning complex real-life events into compelling cinematic narratives that both entertain and enlighten.Jed's transition from studying anthropology to becoming a documentary filmmaker, and how his academic background enriches his approach to storytelling.Jed's definition of excellence: putting your best effort into everything you do, striving for perfection in every project, and the importance of perseverance and follow-through.The unpredictable nature of documentary filmmaking, including adapting to unforeseen events like the Arab Spring, and the personal and professional growth that comes from navigating such challenges.The role of mentorship in Jed's career, how to seek out and engage with mentors, and the importance of being assertive in pursuing your vision and opportunities.The importance of finding a balance between pursuing creative passions and the practical aspects of filmmaking, including funding and production logistics.The ethical considerations and personal sacrifices involved in telling real and often sensitive stories, highlighting the responsibility filmmakers have to their subjects.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Lydia Hodgson, a sophomore at the University of Minnesota, as she shares her powerful story and insights on mental health, excellence, and personal growth. Opening up about her own struggles with eating disorders and mental health in high school, Lydia emphasizes the importance of discussing mental health openly. Her bravery and openness have empowered many, especially young girls who resonated with her experience.Matt explores Lydia's journey from a small town to achieving extraordinary success in college. Lydia, who broke records as a freshman by generating substantial revenue in a competitive internship, discusses her work ethic and the influence of her family. She attributes her success to lessons learned from her father's hard work and her brother's autism, which taught her the importance of organization and resilience.The episode explores Lydia's philosophy of life, where she defines excellence as consistently bringing value and positivity through one's passion. She discusses the concept of "active waiting" – the idea of being proactive and open to growth while pursuing one's goals. Lydia's ambition in the fashion and marketing industry is driven by her desire to make a positive impact. Her story is a testament to the power of hard work, adaptability, and the pursuit of personal excellence.Join Matt and Lydia for this fascinating conversation. Enjoy! What You Will Learn In This Show:Lydia's personal journey with mental health challenges and her advocacy for open conversations about mental health.How Lydia's upbringing, her father's dedication to hard work, and her experiences with her brother's autism shaped her values and work ethic.Lydia's definition of excellence as bringing value and positivity through one's passion.The concept of "active waiting," or proactively engaging in growth opportunities even without a clear direction.Lydia's decision-making process and her choice to pursue a career in the fashion industry, despite lucrative offers elsewhere.Lydia's ability to turn personal challenges into strengths and her approach to seeking feedback and support from loved ones.Lydia's mission to make the world a better place through her actions and career choices.And so much more...

On today's episode of The Edge of Excellence, Matt explores vital life skills and knowledge crucial for people in their twenties. The episode begins with a powerful message about the importance of relationship management, goal setting, and self-awareness, emphasizing that these skills don't come naturally but must be actively developed and practiced. Drawing from his rich experience as an entrepreneur, partner, husband, father, and mentor since 1993, Matt presents a list of the top ten things 20-somethings should know. These include time management, stress management, relationship management, goal setting, life planning, leadership, understanding DISC personality assessment, career hunting, emotional intelligence (EQ), and strategic planning.Matt discusses how successful time management involves daily planning and adjustment, integrating both work and fun. He touches on stress management in the current high-pressure world, highlighting the importance of distinguishing between good and bad stress and developing coping mechanisms. Matt also stresses the significance of relationship management, asserting that one's social circle greatly influences their personal and professional growth.The episode covers goal setting and life planning, where Matt encourages people to declutter their thoughts, set short and long-term goals, and think about the legacy they want to leave. He discusses leadership as a skill that requires continuous learning and practice, emphasizing servant leadership and the need to lead with vision and values. The DISC model is recommended for better understanding of oneself and others, crucial for personal and career development. Additionally, Matt provides guidance on the career hunt process, advocating for a strategic approach to job applications and interviews.Join Matt for this fascinating conversation. Enjoy! What You Will Learn In This Show:How to develop and practice relationship management skills, as well as the significance of your social circle in shaping your personal and professional growth.How to transform dreams into actionable goals, and why goal setting is a critical skill for effective people, not just dreamers.Strategies for planning your day to ensure restful, worry-free sleep.The difference between good stress and bad stress, as well as coping mechanisms and tools for managing stress in today's high-pressure environment.Explore methods for living a purpose-driven life and setting long-term goals, as well as the importance of aligning your actions with your values and dreams.The concept of servant leadership and leading with vision, as well as leadership styles and practices for making a meaningful impact.How DISC assessments can aid in career choice and improve interpersonal relationships.Effective techniques for job hunting, including industry research and strategic application processes.Tips on how to efficiently navigate the job market and align career choices with personal strengths.The importance of self-awareness and empathy in personal and professional settings, and how to enhance your EQ for better relationships and career success.The role of strategic planning in achieving long-term success, as well as methods for identifying and leveraging opportunities for growth and advancement.And so much more...

On today's episode of The Edge of Excellence, Matt is joined by Francisco Morales, executive chairman and co-founder of 5.11 Tactical. 5.11 Tactical manufactures and retails their clothing brand all over the world. Francisco shares his transformative journey, emphasizing the power of a paradigm shift and the importance of adopting a growth mindset. From grappling with the notion of self-imposed limits to pushing himself academically and professionally, Francisco's story is a testament to the idea that your limits are often where you set them. His commitment to self-improvement and embracing new challenges, like mastering the English language and excelling in his studies, underscores the impact of determination and hard work in shaping one's destiny.Matt and Francisco explore the intricacies of building a brand that resonates with its audience, highlighting Francisco's journey with 5.11 Tactical. Francisco's approach, focusing on understanding customer needs and translating them into innovative, functional products, has been pivotal in the brand's success. The discussion sheds light on the importance of staying true to your core values while adapting to the evolving needs of your customers, a philosophy that has steered 5.11 Tactical to become a leader in its industry.Francisco reflects on his personal growth, the sacrifices that paved the way for his successes, and the significance of maintaining balance in life. His insights on the interplay between professional achievements and personal fulfillment offer valuable lessons on pursuing excellence while staying grounded.Join Matt and Francisco for this fascinating conversation. Enjoy! What You Will Learn In This Show:How changing your mindset can transform your life and professional journey.The importance of pushing beyond self-imposed limits, and how embracing challenges can lead to remarkable achievements.Francisco's approach at 5.11 Tactical, focusing on understanding and responding to customer needs to drive innovation and brand success.The strategies Francisco took in his path from a struggling student to becoming the CEO of a leading brand, emphasizing hard work, dedication, and continual learning.The significance of maintaining a balance between career ambitions and personal life, and how this balance contributes to overall success and fulfillment.Why focusing on your strengths rather than your weaknesses can be a more effective strategy for personal and professional growth.Francisco's early work experiences and the lessons he learned about the value of hard work and perseverance in achieving one's goals.How staying true to consumer needs and continually adapting to changes can lead to the creation of groundbreaking products.How thinking outside the box and embracing unorthodox solutions can lead to industry-changing innovations in product design.The significance of setting personal goals and regularly revisiting them to stay on track towards achieving your aspirations.And so much more...Resources:Francisco's LinkedIn5.11 Tactical

On today's episode of The Edge of Excellence, Matt talks with Rob Halvorsen, co-founder and CTO of Pacto Medical, a medical device company specializing in pre-filled syringes. Rob shares his journey of pursuing excellence, how he gave up a great job to become an entrepreneur, and offers insights and hacks on how to make it work. He reveals the challenges he faced in middle school, including ADHD, and how he recovered from it. He reflects on his childhood interests and his inclination toward engineering and biology. You will hear about his experience studying biology in Costa Rica as part of a study abroad program. Rob is passionate about education and shares his involvement in the Young African Leadership Initiative. This initiative led to him teaching design thinking in Nigeria and playing a critical role in the creation of an innovation clinic.Together with his co-founders Ryan and Ian, Rob embarked on an entrepreneurial journey driven by their shared passion for innovation. You'll learn more about their latest entrepreneurial venture, developing pre-filled syringes for medical applications, and how well they complement each other as a team. He explains the benefits of prefilled syringes and the projected growth of this market. You'll discover the progress they have made in the six months since they started and the next steps they'll take on their entrepreneurial journey. He also discusses their dream of making their technology accessible worldwide, as well as networking and proactive communication to secure opportunities. He concludes by explaining why the fear of missing out becomes less when you are passionate about what you do, and recommends "Designing Your Life" to foster creativity and innovation.Matt announces that this is the last episode of the current season and mentions that they will be taking a break until January.Join Matt and Rob for an insightful conversation on the journey of becoming an entrepreneur, strategic partnerships, and passion for success.Enjoy! What You Will Learn In This Show:The two facets of excellence, external and internal.The importance of biomimicry and learning from nature in developing innovative solutions.How much success is attributed to luck, and how much to hard work.His transition from a corporate job to entrepreneurship.Finding a niche when competing with larger companies.The importance of seeking expertise and having contingency plans.And so much more..Resources:The Edge of ExcellenceRob HalvorsenAbout Pacto Medical

On today's episode of The Edge of Excellence, Matt talks with Benn McCallister, president of Worldwide Golf Shops.Benn recounts his personal journey, emphasizing that he has been involved with golf all his life and that this eventually sparked his deep passion for the sport. He will share how he was initially unsure about joining the family business because he wanted to stand out and make a name for himself. However, during college, the significant impact of the Internet piqued his interest and led him to explore web design. As a result, he created a website for his family's business, which quickly became very popular and valuable to the company. This pivotal experience eventually led him to join the family business.After building the website, the decision for Benn to become president wasn't immediate. You'll learn more about his career progression, including the initial skepticism about his involvement in the family business, which only fueled his determination, strong work ethic and success-oriented mindset. When he took on the role of president in 2017, one of his first acts was to join the YPO (Young Presidents' Organization). He shares how being a member of YPO has provided him with invaluable support and advice from experienced peers.Shortly after joining YPO, Benn and his family decided to sell their business in 2019. He'll talk about this challenging and tiring process that led to a period of tension and minimal communication among family members and partners. You'll discover the new idea that Benn proposed, which marked a significant transition for him. After leaving the family business, Benn aimed for a better work-life balance and more time with his family. Unfortunately, the timing coincided with the onset of the COVID-19 pandemic, which forced Benn to temporarily separate from his family to launch his business. You'll learn more about this challenging sacrifice.Join Matt and Benn for an insightful conversation on Benn's path to excellence in the golf industry.Enjoy! What You Will Learn In This Show:Benn's definition of excellence.The detrimental effect of Instagram on the self-esteem of teens.How to take your passion and turn it into business.The launch of the e-commerce website and direct-to-consumer sales channels.How to take over a family business. The difference between a chip on the shoulder and an ax to grind.How to stay positive during tough times.The impact his wife has had on his business.And so much more...Resources:The Edge of ExcellenceBenn McCallister

On today's episode of The Edge of Excellence, Matt talks with Erin Bright, a successful entrepreneur and College Works alumni. As Erin shares her journey, she discusses transitioning from college to entrepreneurship, the challenges of achieving success while balancing family life, and her current return to business. You'll learn why she chose College Works while still working at In-N-Out Burger. You'll also learn how Erin's transitioned from a high-achieving business career to high-impact parenting. Erin stresses the importance of actively seeking out opportunities for self-learning and education, such as reading books, participating in parenting groups, and fostering connections within the community surrounding your children's schools.. Matt and Erin discuss the importance of pursuing personal passions and finding activities that excite and motivate oneself. While the exact details of their launch are still being determined, Erin talks about their commitment to adapting and trying different approaches until they get the traction they want. She'll also talk about her focus on environmental sustainability as a passion. Listen in to learn why she's excited about bringing her passion for sustainability to the product design and how they are actively incorporating sustainability into the design.On a more personal level, Erin discusses finding joy in yoga, meditation, and occasional journaling.Join Matt and Erin for an insightful conversation on being a high achiever, entrepreneurship and high-impact parenting. Enjoy! What You Will Learn In This Show:Erin's definition of excellence.The importance of exploring different paths in college and the value of internships. The significance of self-care while juggling multiple responsibilities.Keeping your options open and embracing opportunities along the way.The importance of letting your kids fail.The concept of circularity in sustainability.And so much more...Resources:The Edge of Excellence

On today's episode of The Edge of Excellence, Matt talks with Dean Treister, Managing Director at Sampling International and former professional rugby player.Dean recounts his journey to becoming a professional athlete and shares the pivotal moments that ignited his self-belief. Along the way, he experienced a transformative shift in his mindset prioritizing the team's success over personal growth. Dean will talk about the importance of teamwork and how he applies it to every aspect of his life. He will open up about the brutal nature of his departure from the Cronulla-Sutherland Sharks team.Dean has always possessed an unwavering belief in his ability to accomplish anything he sets his mind to. He will share his transition to a new career in the business world. You will discover the two invaluable qualities he has carried from his sports career to his ventures in business and life. Dean reflects on his ability to detach from the past and move forward without dwelling on it, and offers advice for anyone going through a period of reinvention. He also stresses the importance of challenging himself and avoiding complacency, as well as the presence of mentors throughout his career.Dean discusses how he navigated through challenges like the COVID -19 pandemic and adapted to changes in the industry. He explains that he is currently analyzing the future of the industry on a daily basis, especially as it relates to changing consumer behavior and the use of technology.Join Matt and Dean for an insightful conversation on entrepreneurial optimism and the significance of closing a chapter and moving forward.Enjoy! What You Will Learn In This Show:Dean's definition of excellence.Resilience and perseverance in business.Learning how to be a successful entrepreneur.The different career options Dean explored. How to turn your passion into a business.Building a team from the ground up.And so much more...Resources:The Edge of ExcellenceDean Treister LinkedIn