Podcasts about american express financial advisors

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor's degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.Learn more: http://www.retirewithcwm.com/ – http://kentuckyretirementpros.com/Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-2

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor's degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.Learn more: http://www.retirewithcwm.com/ – http://kentuckyretirementpros.com/Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-2

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor's degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.Learn more: http://www.retirewithcwm.com/Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor's degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.Learn more: http://www.retirewithcwm.com/Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor's degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.Learn more: http://www.retirewithcwm.com/Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation.Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor's degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.Learn more: http://www.retirewithcwm.com/Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1

This week's podcast features a delightful conversation I had with Doug Lennick and Chuck Wachendorfer from , a leadership development firm serving many industries. Together, they co-authored the book . Their experience and knowledge show readers how to be positive and impactful leaders. Doug and Chuck offer practical and evidence-based guidance through eight key principles that are essential to one's ability to lead others: Aim to be Yourself Know Your Real Self Ignite Integrity and Responsibility Embrace Empathy and Compassion Decide Wisely Let Go of What You Know Achieve Purposeful Goals Empower Others They share many examples and lessons learned from their experiences in financial services and the stories of leaders in various industries, illustrating the book's eight essential principles. Exercises and frameworks are threaded throughout each chapter, enabling the reader to explore their own leadership development and professional directions. Doug and Chuck conclude that the best leaders are “people-wise.” I wholeheartedly agree! In this week's learn about Chuck and Doug's journeys: Before founding think2perform, Doug Lennick, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity, he led an organization of 17,000 field and corporate associates to unprecedented success. Chuck Wachendorfer is a renowned leadership development professional who has worked with clients including American Express, Wells Fargo, Comerica Bank, TD Wealth of Canada, and Charles Schwab. His insights on leadership have been featured in CNN Money, Forbes, Fortune, and The Denver Post. Learn more and connect with Doug and Chuck here:     

WITCH: Divine Alignments With the Primordial Energies of Magick & Cycles of Nature This episode is being brought to you by Forecast located in Homewood Alabama. Forecast is a hair salon on a mission to shape a movement in the beauty industry focusing on education, fashion and creativity. Forecast strives to train stylists with the latest in education to provide their guests with the latest trends. Follow them on Instagram @forecastsalon or find them online at https://www.forecastsalon.com/ Check out their latest in stylist innovation at @clubforecastsalon  As this podcast goes to air, we are in the eclipse energy… a time that is offering you the opportunity to look at all the relationships, including the one with yourself.. your soul. What have you been noticing? Are you in conflict with others… or maybe just yourself? Is how you want to show up different than how you are showing up?  This is what the energies are asking you to understand right now.  We open up to the Scorpio energies next week (just in time for the Full Moon Lunar Eclipse), which is a magical time that brings you the opportunity to face your deepest shadows, accept them, and grow with them instead of away from them. This season teaches you how to become your own shaman, alchemist, psychologist, and WITCH as we all travel to the deepest layers of our beings. It brings in the courage to face your whole self and a willingness to be honest about every aspect of your energy.  Our soul wants us to accomplish something this lifetime. Each of us has a purpose, and it will keep calling us until we pay attention to it. This upcoming Full Moon can help you feel it, if you allow it. Once you know your purpose, it's then up to you to pursue it. Pursuing your purpose in life can feel daunting. It may require career shifts or big moves to new locations. It may also ask you to say goodbye to certain people or habits. This eclipse season helps you recognize anything in the way of you pursuing your purpose so that you can release it to step forward. Want to go deeper and learn some tools to help you upgrade your spiritual practice and create these new agreements with yourself?  Schedule a Spiritual Makeover Breakthrough Call with me, and let's see how this program can help you.  In today's episode, as we approach the energy of Halloween, I wanted to circle back around to the concept of WITCH and how important this archetypal energy is right now.  How do you see this energy? Is it something you embrace or hide away? My guest today is Rev. Valerie Love, who has created a truly magickal book, "Witch: Divine Alignments With the Primordial Energies of Magick & Cycles of Nature." Her work encourages the reclaiming and honoring of the Witch within all of us. She brings forward the integrity of the Witch Archetype and all the power this holds. In this episode, we talk about the Witch as an ancient archetype, alive and thriving in the deep unconscious of all.   She is the phoenix and proof that what was once burned was never lost, only reborn from the ashes. Rev. Valerie Love (aka KAISI) calls herself a Christian Witch, and we get into what that means. We also talk about the Witch's Code, empowerment, fear, acceptance, mother earth, wayseerer, light and shadow, Jesus, and how integration is the key to blending the beliefs you hold. She is the author of 24 books on practical spirituality, magick, the occult, and Christian Witchcraft. As an ordained minister of spiritual consciousness, practicing Christian Witch, and global retreat leader, her soul mission is to INSPIRE to FREEDOM. After selling her financial planning practice at American Express Financial Advisors in 2004, Rev. Val pursued writing full-time, answering the call of her soul to teach and inspire. In April of 2005, she conducted her first public workshop, intentionally saying YES to standing in the truth of soul-knowing to be an agent of transformation. In June of 2005, she led her first retreat for a group of 26 women titled "The Divine Life's Purpose Women's Retreat" and the next phase in her soul unfoldment blossomed open like a rose. Shortly thereafter, Valerie Love secured a 5-figure, 2 book deal with a major publishing house in New York, and published the books God Speaks to Me and God Is In Love With You. Since then, she's published an additional 17 books with her own publishing company: Butterfly Rising Publishing. In 2009 she uploaded her first video to YouTube and has since reached over 4 million viewers. As a professionally trained coach, Rev. Val travels globally and leads retreats in exotic and spiritually charged hot spots including Bali, Dubai, Cannes, Paris, Peru, India, China, Hong Kong, Hawaii, Sedona and Salem for women to rise to their zenith and birth their most magnificent work into the world. She's affectionately known as the Divine Midwife of Soul Destiny. On one of her Ayahuasca journeys in Peru, Rev. Val received the name KAISI (meaning one who plants seeds and nurtures them to grow), a divine blueprint for her work of ascending consciousness. Website    Instagram    Facebook    YouTube   Christian Witch The Christian Witch is someone who has integrated Christ Consciousness with the archetype of the Witch. Blending beliefs is the way to Integrate these practices. As Kaisi says, Jesus loves witches! It's time to bring the The Witch's code allows for Integrity, which is the foundation of the practice. To know. To dare. To will. To keep silent. What is more empowering than tapping into who we are? Embrace the fullness and wholeness of who you are. It's time to open the sacred circle to all the practices. Check out KAISI's work and her books. Thanks again for listening. To the Witch Spirit in all of us! Terri

Introduction In this episode, we delve into the often-overlooked world of divorce and the crucial role of divorce professionals. Join us as Jonathan Satovsky, CEO and Chief Behavioral Coach of SAM, shares insights into his work with divorcing clients, focusing on supporting women through this challenging process. 1. The Importance of Attorneys in Divorce Some people underestimate the role of attorneys in divorce proceedings. Attorneys are vital because they have a deep understanding of the unique nuances within each state's divorce laws. 2. Guest Introduction: Jonathan Satovsky Jonathan's impressive array of professional titles, including Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP®), and more. His journey from American Express Financial Advisors to founding SAM in 2007. 3. Emotions vs. Logical Planning Jonathan emphasizes the need to remove emotions from divorce conversations. Balancing emotional support with logical financial planning is essential for a smoother process. 4. Simplifying the Divorce Process The benefits of involving a Certified Divorce Financial Analyst (CDFA) to provide neutral guidance on financial matters. How CDFA's help ensure a secure financial future during and after divorce. 5. Behavioral Finance and Money Coaching Jonathan's expertise in behavioral finance and how it influences financial decisions during divorce. The importance of addressing personal behavioral patterns when managing finances. 6. Personal Experiences and Empathy Jonathan's personal experiences that shape his empathetic approach to helping clients. Understanding the emotional turmoil of divorce and offering reassurance and support. 7. Talking to Children about Divorce Tips for navigating the challenging conversation about divorce with children. Balancing honesty and age-appropriate explanations to minimize confusion. Website: www.satovsky.com LinkedIn: www.linkedin.com/company/satovsky-asset-management-llc Facebook: www.facebook.com/SatovskyAssetManagement Twitter: @jonsatovsky This podcast, hosted by Olivia Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, invites highly sought-after divorce professionals to provide valuable guidance to all women facing divorce. The goal is to empower affluent women with tips and strategies to maintain their lifestyle during and after divorce. Website: www.summerhillfirm.com LinkedIn: www.linkedin.com/in/oliviasummerhill Conclusion Divorce can be a complex and emotionally charged journey. Jonathan Satovsky's insights and expertise shed light on the benefits of involving a Certified Divorce Financial Analyst (CDFA) and adopting a balanced, logical approach. Discover how to navigate divorce more effectively, minimize legal fees, and secure a brighter post-divorce future. Don't miss out – hit play now and empower yourself with the knowledge you need!

Today, we're pleased to have a special guest and long-standing friend on the show — Doug Lennick — to discuss the connection between achieving purposeful goals in your life, and how they need to be tied to values.Introducing DougDoug CFP, CFA, is the founding CEO of think2perform, a high-performance leadership development firm serving small and large organizations in a variety of industries, and a Behavioral Financial Advisor (BFA)He has held leadership roles for nearly 40 years and is widely recognized as an expert in the art and science of human behaviorHe is also a CERTIFIED FINANCIAL PLANNER (CFP) and was for many years an Executive Vice President at American Express Financial Advisors (now Ameriprise Financial)Achieving purposeful goalsStep 1: Have a goalStep 2: Have a planstep 3: Implement the planStep 4: Control directionStep 5: Throw off discouragement

Burt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group in 1999 and won awards from his colleagues and the president of the company for his top-notch planning skills in 1999 and 2000. He was named a master seminar presenter and gave numerous presentations to American Express cardholders, many of whom became clients.Burt later joined LPL Financial (a large independent broker/dealer) as their Senior Planning Specialist in San Diego in 2004. Over 6,000 advisors from across the country consulted with him about their clients' complex financial, estate, and business planning matters.He started PlanPrep in 2006 as a virtual financial firm long before the current trend of serving clients online. Financial advisors from across the country seek out his advice to help them solve their clients' unique financial challenges.Now, you can take advantage of his skill set and easy-going demeanor to help you structure your portfolio correctly for your retirement goals.Burt has helped thousands of people across the country to plan effectively for their financial goals since 1995. Burt and PlanPrep are a Registered Investment Advisor, and Burt is a licensed annuity and insurance agent, which all require him to act as a fiduciary on your behalf. Being a fiduciary means that Burt must always do what is in your best interest. As a firm, PlanPrep always acts with the highest ethical standards.Burt received an economics degree from Columbia University and an MBA from the University of Connecticut (Go Huskies!).Burt Williamson grew up in the family business working at his family's iconic interior decorating business in Old Greenwich, CT. His dad, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills.Applying this same bottom-up learning process to the financial world has enabled him to build his knowledge and skill set for providing exceptional financial advice.Don't wait until it's too late. Take advantage of time and the historically low tax rate, so you can move your forever-taxable money to never-taxable with PlanPrep's help.Learn More: https://www.planprep.comCalifornia License #0D33315Licensed Insurance AgentThis content is for informational purposes only. No guarantees can be made about future performance, and no illustrations or information presented are intended to be a warranty, assurance or guarantee of results that you may expect.Any analysis results or recommendations are a snapshot of where things stand at a specific point in time and are just to illustrate concepts. Financial planning requires the use of a variety of assumptions that will vary substantially over time. The rapid change in the movement of the various assumptions makes it essential to update your personal financial plan along with any corresponding recommendations with your team of advisors at least once a year or when major changes occur. Investments described may include actively managed and passive strategies, as well as fixed indexed annuities and cash value life insurance. The actual weightings and characteristics of investments described will vary over time. The value of your investments will fluctuate due to economic, political, market and specific holding events as they occur over time.All aspects of risk and potential loss should be considered before making any investment or insurance purchase decision.You need to consider your comfort level for loss before and after dramatic drops occur. Non-U.S. stocks and bonds may fluctuate due to the respective country and currency risks, which may work in your favor or against you.The unstable nature of some governments adds additional risk to investments made in foreign countries, and those investments may be less liquid than U.S. investments.An index is not available for direct investment, so its performance does not reflect expenses associated with an actual investment you may have.The use of additional asset classes may help reduce risk, but that objective is not guaranteed. It is your sole responsibility to read all agreements and prospectuses thoroughly before you proceed with any of our services.PlanPrep and Burt Williamson do not provide tax or legal advice. Any action you take should always be reviewed by your legal and tax advisors before proceeding with any strategy.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-burt-williamson-founder-of-planprep

Burt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group in 1999 and won awards from his colleagues and the president of the company for his top-notch planning skills in 1999 and 2000. He was named a master seminar presenter and gave numerous presentations to American Express cardholders, many of whom became clients.Burt later joined LPL Financial (a large independent broker/dealer) as their Senior Planning Specialist in San Diego in 2004. Over 6,000 advisors from across the country consulted with him about their clients' complex financial, estate, and business planning matters.He started PlanPrep in 2006 as a virtual financial firm long before the current trend of serving clients online. Financial advisors from across the country seek out his advice to help them solve their clients' unique financial challenges.Now, you can take advantage of his skill set and easy-going demeanor to help you structure your portfolio correctly for your retirement goals.Burt has helped thousands of people across the country to plan effectively for their financial goals since 1995. Burt and PlanPrep are a Registered Investment Advisor, and Burt is a licensed annuity and insurance agent, which all require him to act as a fiduciary on your behalf. Being a fiduciary means that Burt must always do what is in your best interest. As a firm, PlanPrep always acts with the highest ethical standards.Burt received an economics degree from Columbia University and an MBA from the University of Connecticut (Go Huskies!).Burt Williamson grew up in the family business working at his family's iconic interior decorating business in Old Greenwich, CT. His dad, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills.Applying this same bottom-up learning process to the financial world has enabled him to build his knowledge and skill set for providing exceptional financial advice.Don't wait until it's too late. Take advantage of time and the historically low tax rate, so you can move your forever-taxable money to never-taxable with PlanPrep's help.Learn More: https://www.planprep.comCalifornia License #0D33315Licensed Insurance AgentThis content is for informational purposes only. No guarantees can be made about future performance, and no illustrations or information presented are intended to be a warranty, assurance or guarantee of results that you may expect.Any analysis results or recommendations are a snapshot of where things stand at a specific point in time and are just to illustrate concepts. Financial planning requires the use of a variety of assumptions that will vary substantially over time. The rapid change in the movement of the various assumptions makes it essential to update your personal financial plan along with any corresponding recommendations with your team of advisors at least once a year or when major changes occur. Investments described may include actively managed and passive strategies, as well as fixed indexed annuities and cash value life insurance. The actual weightings and characteristics of investments described will vary over time. The value of your investments will fluctuate due to economic, political, market and specific holding events as they occur over time.All aspects of risk and potential loss should be considered before making any investment or insurance purchase decision.You need to consider your comfort level for loss before and after dramatic drops occur. Non-U.S. stocks and bonds may fluctuate due to the respective country and currency risks, which may work in your favor or against you.The unstable nature of some governments adds additional risk to investments made in foreign countries, and those investments may be less liquid than U.S. investments.An index is not available for direct investment, so its performance does not reflect expenses associated with an actual investment you may have.The use of additional asset classes may help reduce risk, but that objective is not guaranteed. It is your sole responsibility to read all agreements and prospectuses thoroughly before you proceed with any of our services.PlanPrep and Burt Williamson do not provide tax or legal advice. Any action you take should always be reviewed by your legal and tax advisors before proceeding with any strategy.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-burt-williamson-founder-of-planprep

GRAB PEN AND PAPER! You'll thank me later.Doug Lennick is a legend!"There is no end to better!""The human condition is such that we will always see problems and opportunities in our circumstances...and this is a gift!""We are all role-models. You don't the option NOT to be. You can only decide what type you you'll be!""Knowing is the enemy of learning!"Doug Lennick:CEO and co-founder of Think2PerformAuthor (and co-author) of:Moral Intelligence.Leveraging Your Financial Intelligence: At the Intersection of Money, Health and HappinessMoral Intelligence 2.0Financial Intelligence.The Simple Genius (You)How to Get What You Want and Remain True to Yourself.Keynote SpeakerThought-LeaderAnd So Much More!To learn more about the life-changing Alignment Model, simply click the link below:https://www.think2perform.com/or contact Doug at dlennick@think2perform.comDoug Lennick is CEO and co-founder of Think2Perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise.Before founding think2perform, Doug, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity he led an organization of 17,000 field and corporate associates to unprecedented success.Doug and co-authors Ryan Goulart and the late Roy Geer recently released their newest book “Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness.” Doug had previously authored or co-authored five other books including and co-author Moral Intelligence 2.0: Enhancing Business Performance and Leadership Success in Turbulent Times, Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life, Moral Intelligence, The Simple Genius (You) and How to Get What You Want and Remain True to Yourself.Doug is in high demand as a keynote speaker as well as an executive and organizational advisor. He has been quoted and referenced in many publications and books, including Daniel Goleman's seminal book, Working with Emotional Intelligence and Richard Leider's bestselling Power of Purpose.In November 2000, Doug was honored by Columbia University's Center for Social and Emotional Education and is a Fellow at the Carlson Executive Development Center, Carlson School of Management, and University of Minnesota. He is also a member of the prestigious Consortium for Research on Emotional Intelligence in Organizations.Doug and his Wife, Beth Ann, reside in Edina, Minnesota. They have three amazing children: Joan, Mary, and Alan.Garden Basics with Farmer FredThe healthiest food you can eat is the food you grow yourself. We have the tips!Listen on: Apple Podcasts Spotify

Never underestimate the power of being surrounded by the right people, and today our guests Tom and Joe, will be imparting important business lessons on why a good team matters. So, if you want to know about building a team, processes, and systems in place, listen to this episode and get ready to learn some essential points!WHAT TO LISTEN FORThe crucial function of a good team and its core values in a successful self-storage businessImportance of self-reflection in learning how to delegate tasks and responsibilitiesHow to effectively build a business structure, organizational chart, and systemsThe right time to hire new staff and the things to considerWhat is S.A.F.E Method and what's this for?RESOURCES/LINKS MENTIONEDWho Not How by Dan Sullivan | Paperback  https://amzn.to/3Am9yyh & Audiobook https://amzn.to/3NISNQCEntrepreneurial Operating System https://www.eosworldwide.com/The E Myth by Michael E GerberSAFE Method 2022 (pdf) https://img1.wsimg.com/blobby/go/89309fda-5657-446a-ba22-a8efa50118fe/downloads/SAFE%20Method%202022.pdf?ver=1656443029105ABOUT TOM DUNKEL AND JOE DOWNSTom Dunkel was in corporate finance along with over 25 years of real estate and investment experience, and has also taught classes on real estate and mortgage note investment at the CAMA Academy and is also a graduate of the University of Delaware, where he earned his MBA at the College of William and Mary. Joe Downs brings years of commercial real estate experience to their company, specializing in mortgages and distressed debt and a background as a licensed financial advisor with American Express Financial Advisors, Prudential Securities, and CapWest Securities. He now specializes in private mortgage, investment management, commercial real estate financing, and alternative investment opportunities for the Belrose Storage Group. Joe was also a licensed realtor and attended Villanova University where he majored in finance. Tom and Joe are both members of our self-storage mastermind and have developed a team of superstars that has allowed them to hit the ground running in self-storage and quickly scale to become formidable players in our space.CONNECT WITH TOM AND JOE Website: Belrose Storage Group, LLC https://belrosestoragegroup.com/CONNECT WITH USWebsite: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/Subscribe so you never miss a NEW episode! Leave us an honest rating and review on Apple Podcast.

This week, CEO and Co-Founder of think2perform, Doug Lennick, joins the show to share his insights on moral intelligence and its influence on decision-making in leadership.This episode will share ideas you've never heard before for avoiding emotional decision-making and instead staying true to your moral compass when making decisions for your business.Are you stuck in a rut of accidentally immoral decision-making? Tune in as Doug Lennick shares his expertise. ABOUT DOUG LENNICKDoug's Facebook: https://www.facebook.com/think2performDoug's LinkedIn: https://www.linkedin.com/in/douglennick/Doug's Instagram: @think2performDoug's Books: https://www.amazon.com/s?k=doug+lennick&rh=n%3A283155&dc&crid=2MMTY4ALZBAS5&qid=1640765473&rnid=2941120011&sprefix=doug+lennick%2Caps%2C103&ref=sr_nr_n_1Doug Lennick is CEO and co-founder of think2perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise.Before founding think2perform, Doug, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity he led an organization of 17,000 field and corporate associates to unprecedented success.Doug and co-authors Ryan Goulart and the late Roy Geer recently released their newest book “Leveraging Your Financial Intelligence: At the Intersection of Money, Health and Happiness.” Doug had previously authored or co-authored five other books including and co-author Moral Intelligence 2.0: Enhancing Business Performance and Leadership Success in Turbulent Times, Financial Intelligence: How to Make Smart, Values-Based Decisions with Your Money and Your Life, Moral Intelligence, The Simple Genius (You) and How to Get What You Want and Remain True to Yourself.Doug is in high demand as a keynote speaker as well as an executive and organizational advisor. He has been quoted and referenced in many publications and books, including Daniel Goleman's seminal book, Working with Emotional Intelligence and Richard Leider's bestselling Power of Purpose.In November 2000, Doug was honored by Columbia University's Center for Social and Emotional Education and is a Fellow at the Carlson Executive Development Center, Carlson School of Management, and University of Minnesota. He is also a member of the prestigious Consortium for Research on Emotional Intelligence in Organizations.Doug and his Wife, Beth Ann, reside in Edina, Minnesota. Their youngest daughter, Joan, is the Executive Director Ebenzer Tower Apartments and lives in Minneapolis, Minnesota with her husband Ryan. Their oldest daughter, Mary, is the Executive Director of Family Alternatives and lives in Minneapolis, Minnesota. Doug's son, Alan, is a Regional Director and SVP for Hilltop Securities, and lives in Los Angeles with his actress wife Sari, and their son, Dylan.CONNECT WITH USInstagram: @decidedlypodcastFacebook: https://www.facebook.com/decidedlypodcastShawn's Instagram: @ampadvisorSanger's Instagram: @sangersmithJoin us every Wednesday for a new episode as we DEFEAT bad decision-making – one episode at a time!

Michelle is a Managing Director and Financial Advisor, a role in which she uses her passion for financial literacy, married with the science of wealth management and the art of financial therapy. Michelle's childhood informed her career path: Growing up “yacht poor,” she was surrounded by the trappings of wealth but knew her family wasn't far from catastrophe. Michelle questioned her financial story and realized that she needed the synergy of knowledge, skills, and emotional composure to be financially literate. She got her start in financial planning with American Express Financial Advisors, where she counseled high net worth individuals to manage their wealth and build their legacy. She's served as District Investment Specialist for Northwestern Mutual Life, New York City District Financial Planning Specialist for Merrill Lynch, and Vice President - Wealth Management for Smith Barney/Morgan Stanley before finding her home at Snowden Lane. In 2020 she launched MichelleAB, a lifestyle platform that provides financial education, tools, events, and emotional intelligence on money to women around the world. Read the show notes here: https://bwmissions.com/one-away-podcast/

It is challenging to take the emotion out of discussions about money, especially in the divorce process. But if you can sit down and look at your finances objectively, it's easier to make good decisions around who gets what and how to plan for the future. Jonathan Satovsky is the CEO and Chief Behavioral Coach at Satovsky Asset Management, an investment management firm that promotes a mindful approach to multigenerational wealth. Prior to founding SAM in 2007, Jonathan spent 13-plus years at American Express Financial Advisors, and he holds the Certified Financial Planner, Certified Investment Management Analyst and Certified Private Wealth Advisor designations. On this episode of Divorce Dialogues, Jonathan joins Katherine to explain how a Certified Divorce Financial Analyst can help you get up to speed on the financial issues in a divorce. He describes how to balance financial stability with housing costs in the divorce process and challenges you to be creative in prioritizing spending on what's important to you. Listen in for insight around the tax implications of divorce and learn Jonathan's approach to dividing assets through the collaborative process. Topics Covered The benefit of both spouses being involved in the couple's finances How a CDFA can help you get up to speed on financial issues in a divorce The challenge of taking the emotion out of discussions about money Jonathan's insight on how to budget with the end in mind How much of your income should be allocated to housing Jonathan's advice on balancing financial stability with housing costs Why housing is not the best investment for achieving financial freedom How to be creative with your finances and prioritize spending on what's important to you Why a spouse without earning capacity needs access to liquid funds The tax implications of divorce (e.g.: exemption on house) Why Jonathan recommends the collaborative divorce process Connect with Jonathan Satovsky Satovsky Asset Management: https://www.satovsky.com/ Satovsky Asset Management on LinkedIn: https://www.linkedin.com/company/satovsky-asset-management-llc/ Satovsky Asset Management on Facebook: https://www.facebook.com/SatovskyAssetManagement/ Jonathan on Twitter: https://twitter.com/jonsatovsky Call (212) 584-1900 Connect with Katherine Miller The Center for Understanding Conflict: http://understandinginconflict.org/ Miller Law Group: https://westchesterfamilylaw.com/ Katherine on LinkedIn: linkedin.com/in/kemiller1 The New Yorker's Guide to Collaborative Divorce by Katherine Miller: https://www.amazon.com/New-Yorkers-Guide-Collaborative-Divorce/dp/0692496246 Email: katherine@westchesterfamilylaw.com Call (914) 738-7765

Welcome to Money Mindset with Gull Khan. And welcome back to another episode of Money Talkies! In today's episode we're speaking to Jonathan Satovsky, who is CEO and Chief Behavioural Coach of Satovsky Asset Management. Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Prior to founding SAM in 2007, Jonathan served over 13 years at American Express Financial Advisors where he was recognized by the Chairman Advisory Council as one of the youngest top 10 advisors at the company. Let's speak to Jonathan today to find out how we can create a life by design to have unlimited abundance. Let's find out! Connect with Jonathan here: LinkedIn: https://www.linkedin.com/in/satovsky/ Website: https://www.satovsky.com/ Twitter: @jonsatovsky Facebook: https://www.facebook.com/SatovskyAssetManagement YouTube: https://www.youtube.com/channel/UCRnV0cQ9ip7j0n4RFJGZVNw Ready to rewrite your money story? Register to my Five Day Millionaire Mindset Makeover Workshop here: www.moneymindsetmakeoverworkshop.com Visit our website for more information: http://gullkhan.com/

Today we're on another episode of our Friday Feature where we talk with astounding entrepreneurs and their success stories. In today's episode we're speaking to Jonathan Satovsky, who is the CEO and Chief Behavioural Coach of Satovsky Asset Management. Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. Prior to founding SAM in 2007, Jonathan served over 13 years at American Express Financial Advisors where he was recognized by the Chairman Advisory Council as one of the youngest top 10 advisors at the company. Let's speak to Jonathan and find out how he changed his life by changing his mindset. Connect with Jonathan here: LinkedIn: https://www.linkedin.com/in/satovsky/ Website: https://www.satovsky.com/ Twitter: @jonsatovsky Facebook: https://www.facebook.com/SatovskyAssetManagement YouTube: https://www.youtube.com/channel/UCRnV0cQ9ip7j0n4RFJGZVNw Ready to rewrite your money story? Register to my Five Day Millionaire Mindset Makeover Workshop here: www.moneymindsetmakeoverworkshop.com Visit our website for more information: http://gullkhan.com/

Julian Morris, Principal and Founder Concierge Wealth Management, was the first to coin the term concierge when he started the company. He is passionate about educating the public, as well as those who present themselves as financial advisors, that there is an enormous difference between investment advice and integrated financial planning. Prior to starting concierge Wealth, Julian, a Certified Financial Planner, was a Franchise Owner and Senior Financial Advisor at American Express Financial Advisors, now Ameriprise Financial. Julian is a lifelong learner who continues to recognize cognitive finance and how people make decisions based on behavior.  Julian shares how he approaches serving his clients, including: ·        Looking for opportunities to invest Roth IRA money. ·        Making progress towards the client's goals and dreams, not rates of return. ·        The importance of using a professional. ·        Understanding the different facets of the financial plan. ·        Bring in the team including the tax professional, estate planner and others. ·        Educating clients daily on LinkedIn. Enjoy the show! Connect with Julian: Website: https://www.conciergewm.com/ Facebook: https://www.facebook.com/ConciergeWM/ LinkedIn: https://www.linkedin.com/in/julianbmorris/?advisorid=73004541 Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, you will learn: • Kevin's brief bio • How nineteen people made a leap to create a business • What the industry looks like right now • Kevin's horizontal income • What made Kevin lose weight and stay fit • What Kevin's exercise routine looks like • About authentic relationships • Kevin's life happiness index score • What Kevin and his GoPod do • Kevin's future greatest hits • How to connect with Kevin • Plus, so much more! As Chief Executive Officer of Veracity Capital, Kevin is responsible for the execution of the company's mission, vision, and financial success. He is also charged with attaining the company goals while managing the right balance of resources and capital for employees, related groups, and initiatives. Kevin brings to Veracity Capital executive-level leadership skills, with a deep understanding of all aspects of the business as well as a clear vision. As CEO, Kevin ensures that the company culture and its values are applied consistently from top to bottom, across all departments. He also takes an active role in driving company performance, with a keen knowledge of the industry. Kevin is a passionate advocate as a true fiduciary that provides the best platforms and strategies for clients. This strategy allows Veracity Capital's advisors to offer methods that are efficient, objective, and strictly focused on each client's best interest. He embodies the company's vision: Truth Builds Trust. There are several corporate leadership roles Kevin has held at previous financial firms, including his own. His experience at managing and developing teams has focused on providing multi-faceted solutions using all-encompassing services for clients at AYCO, a Goldman Sachs Company, and RBC Wealth Management. He owned Gray Financial Services, a futures and commodity technical trading service company; and he provided financial planning focus at Ameriprise (formerly American Express Financial Advisors). Kevin's broad experience provides him with an array of perspectives that he can apply to an ever-changing investment market. After building multiple successful books of business, he has identified the proper network of services to package as an offering for experienced advisors. Kevin earned a Bachelor of Science in Agricultural Economics from Texas A&M University and an MBA focused on Finance from Southern Methodist University. He was also President of the East Dallas Exchange Club, Treasurer for Willow Bend Lakes HOA, SMU Cox Business club member, and member of the Dallas and Collin County A&M Clubs. Kevin is also the Pack 2008 Cub Scout Committee Chair.

Before we can accomplish our financial goals, it is important to clearly establish what these goals are and create a plan to execute and achieve them. These goals may change at any point in your financial journey. Whether you are brand new to the scene or a well-established entrepreneur, addressing and accomplishing goals will always be a vital part of any stage of an investor's lifetime. For Vincent J. Camarda, chairman and CEO of AG Morgan Financial Advisors, LLC, helping people pursue their financial goals has been his pride and passion since 1994. During his time with American Express Financial Advisors, Inc, Camarda quickly rose in ranks and established himself as the #2 producing advisor in the country by 2003 due to his referral-based business. This experience and expertise then allowed him to move to start his own full-service wealth planning firm, AG Morgan, where his primary focus continues to be allowing people, including those involved in alternative investments, to address and pursue their financial goals at all stages of their lives. Hear Vincent's unique stories about how he rose in the ranks of over 13,000 American Express Advisors, his background as an insurance agent, and how his experiences led him to starting his own firm.More Form CamaplanWebsite: https://www.camaplan.com/More From Vince and A.G. MorganWebsite: https://www.agmorgan.net/ Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation: (215) 283-2868 Toll Free: (866) 559-4430 For a limited time, enrollment is FREE. Follow the link below to start your account application today: https://enroll.camaplan.com/login.aspx?rd=UTUBE

In order to reach your goals and align them with your values, you first need to have a firm foundation of understanding about your finances. Amar Shah discusses the intelligence pyramid with Lauren this week. Amar Shah is a wealth manager and business owner at Client First Capital, which he founded based on core principles of transparency, trustworthiness and thoughtful leadership. A former firefighter and engineer, Amar has a Bachelor of Science degree in computer engineering. His interest in personal finance was piqued when he worked for American Express Financial Advisors. He then worked as vice president within J.P. Morgan’s wealth management division in New York City and then spent 8 years as a senior wealth manager at USAA. Amar has earned the Chartered Financial Analyst (CFA) designation and became a CERTIFIED FINANCIAL PLANNER™ (CFP®), practitioner. Amar is coached by industry veteran Doug Lennick, the former Executive Vice President of Advice and Retail Distribution of American Express Financial Advisors and manager of a business of over 17,000 individuals. Connect with Amar on Twitter: https://twitter.com/ClientFirstCap Book mentioned: Financial Intelligence by Doug Lennick

How to invest in value stocks at a discount price that is not available to retail investors and get paid whether or not your market orders go through or not? In this episode of the Invest Diva Movement, we’re going to talk about a value investing strategy that not so many investors know about, and if too many investors find out about it, it might actually stop working. So I actually kinda don’t want this video to go viral. But my team was able to book Matthew Peterson, Managing Partner at Peterson Capital Management for today’s episode to talk about this special investment method for investing beginners.

So much of what we do as experience design professionals is aimed at helping the teams and organizations we work with understand and embrace the philosophy and process of human-centered design. In this episode, our founder and principal, Matthew Doty sits down with Laura Best and Todd Zerger to discuss their collective experiences. Laura Best started her career in PR waaaay back in the 90s in England. She was fortunate enough to help major consumer brands, such as Land Rover and Cadbury with their brand efforts, and when she moved to the US to work in advertising. Her introduction to digital came in 2001, when she was the second woman at an early stage digital startup, after which she moved to American Express Financial Advisors, which became Ameriprise, as a Director in their digital group. In the years that followed, she led award-winning campaigns and initiatives as diverse as helping to fight obesity, to launching Boomchickapop, to rethinking the dealer experience for a furnace/air conditioner manufacturer. Laura is also the founder of Passion Collective (https://www.passioncollective.co/), a community for women who are making positive change happen. Todd Zerger’s creative adventure started at the University of California just as the internet was becoming a thing. He spent the dotcom boom years working at several noteworthy agencies in Minneapolis including JWT, Colle-McVoy and Periscope before launching his own consultancy BrainstormOverload (http://brainstormoverload.com/). He returned to the agency world in 2013 and went on to creative direct enterprise digital projects at Sapient for clients like UnitedHealthcare, Medtronic, Roche Diagnostics and US Bank. Todd came full circle in 2018 when he relocated back to San Francisco to be the Executive Creative Director of Hero Digital and build teams to work for clients like Twitter, Western Digital and WestPac Bank. His passions converge best when building and nurturing exceptional teams, creating solutions to complex challenges and packaging big ideas into resonant brand experiences that help people be healthier, more active, more ambitious and more successful. Available on…YouTube: https://www.youtube.com/playlist?list=PLLU3wXscyrxTsRU6CZy00TrkoWOECECMA Spotify: https://open.spotify.com/show/0BgunONiQDp4tBfE2ztrGt?si=NnOPsPYeS0a7iScVSoALpw iTunes: https://podcasts.apple.com/us/podcast/go-xdgo/id1514648763

OIR Interviews: Exploring Black Swans and Strike Zones with ARGI MARK IS JOINED ON THIS EPISODE BY DAN CUPKOVIC, DIRECTOR OF INVESTMENTS, ARGI. MARK AND DAN DISCUSS: WHAT IS ARGI? HOW THEIR OPTIONS ORIENTED PRODUCTS - STRIKE ZONE AND BLACK SWAN - ARE STRUCTURED? HOW OVERALL DEMAND HAS BEEN FOR THEIR OPTIONS ORIENTED PRODUCTS VS. THE TRADITIONAL FUNDS? WHAT CAN LISTENERS LOOK FORWARD TO FROM ARGI IN THE NEAR FUTURE? AND MUCH MORE... Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs & Advisors, PLLC, SCA CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. ARGI was established in 1995, under the name R.D.B, Inc., a franchise of American Express Financial Advisors.  In 2001, R.D.B., Inc., was renamed Advisor's Resource Group, Inc. In 2003, ARGI separated from American Express, teamed up with independent broker dealer National Planning Corporation, began using the name ARGI Financial Group, which became the official name in November, 2005. In January 2010, ARGI Investment Services LLC officially became a SEC Registered Investment Advisor. Amplify Investments LLC is the Investment Adviser to the Amplify BlackSwan Growth & Treasury Core ETF, and ARGI Investment Services, LLC serves as the Investment Sub-Adviser.

OIR Interviews: Exploring Black Swans and Strike Zones with ARGI MARK IS JOINED ON THIS EPISODE BY DAN CUPKOVIC, DIRECTOR OF INVESTMENTS AT ARGI. MARK AND DAN DISCUSS: WHAT IS ARGI? HOW THEIR OPTIONS ORIENTED PRODUCTS - STRIKE ZONE AND BLACK SWAN. -ARE STRUCTURED? HOW OVERALL DEMAND HAS BEEN FOR THEIR OPTIONS ORIENTED PRODUCTS VS. THE TRADITIONAL FUNDS? WHAT CAN LISTENERS LOOK FORWARD TO FROM ARGI IN THE NEAR FUTURE? AND MUCH MORE... Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs & Advisors, PLLC, SCA CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. ARGI was established in 1995, under the name R.D.B, Inc., a franchise of American Express Financial Advisors.  In 2001, R.D.B., Inc., was renamed Advisor’s Resource Group, Inc. In 2003, ARGI separated from American Express, teamed up with independent broker dealer National Planning Corporation, began using the name ARGI Financial Group, which became the official name in November, 2005. In January 2010, ARGI Investment Services LLC officially became a SEC Registered Investment Advisor. Amplify Investments LLC is the Investment Adviser to the Amplify BlackSwan Growth & Treasury Core ETF, and ARGI Investment Services, LLC serves as the Investment Sub-Adviser.

#22 Why Is Compassion So Important As A Leader? with Doug Lennick Doug Lennick is CEO and co-founder of think2perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise.Before founding think2perform, Doug, a certified financial planner (CFP), was Executive Vice President – Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial). In that capacity he led an organization of 17,000 field and corporate associates to unprecedented success.Doug is in high demand as a keynote speaker as well as an executive and organizational advisor. He has been quoted and referenced in many publications and books, including Daniel Goleman's seminal book, Working with Emotional Intelligence and Richard Leider's bestselling Power of Purpose.[1:00] Who is Doug?[3:00] What's Doug's favorite part about what he does?[4:50] What is the common thread when it comes to impact?[6:55] Different styles of leadership.[13:20] Why don't old leadership styles work?[16:00] To manage big, you must lead small.[17:10] Leadership vs management [22:30] Results vs relationships[23:05] Leading with care [32:00] About Doug's books [33:00] "Leadership Intelligence" [38:00] It's always about the leader[43:00] Words of wisdom for people right now[48:50] To learn more about DougText LEADER to 617-393-5383 to receive The Top 10 Things That The Best Leaders Are Doing Right Now

jQuery(document).ready(function($) { $('#wp_mep_7').mediaelementplayer({ m:1 ,features: ['playpause','current','progress','duration','volume','tracks','fullscreen'] ,audioWidth:400,audioHeight:30 }); }); Please find some links and notes from the 2 Regular Guys Podcast. Join us as we welcome Michael Momeno to discuss how to take your ideas, business plans, budgets and turn those into a roadmap for success. Michael is an award winning financial planner who is going to bring his years of knowledge to our industry to help us meet our goals. Bring your questions for Michael and we will cover a lot of ground and give you plenty of things you can start putting into practice right away. Sponsored by: Impressions Expo. Use the Promo Code RegularGuysIE for a FREE Expo Pass! Our regular listeners know this, but 2 Regular Guys are all about garment decorating, a bit of fun, and no rants or lectures or selling. We are not doing this for our employers, but rather for our industry. Since February 2013, The 2 Regular Guys have been the first and the most listened to garment decorating industry podcast on this planet! We are humbled by all of you tuning in each week. We work hard to bring you information that will make your business better, and our industry better. Take a look at our incredible weekly guest list and you'll understand where this industry goes for news, interviews and the heartbeat of garment decorating. Thanks for listening! Jay Bear - Hug Your Haters Aaron: Let's start out with a quick chat with Jay Baer. He will be presenting the Opening Keynote at ThreadX and being a customer experience geek, I'm a big fan of Jay's work. He is the founder of Convince & Convert and author of several of my favorite books like Hug Your Haters and Talk Triggers plus hosts of the award-winning Social Pros podcast. Welcome to the 2 Regular Guys Podcast Jay!Erich: The burning question our audience, the Regulators has… Is the plaid suit already picked out for ThreadX? Aaron: Jay we are pretty excited to meet you in Scottsdale in a little over 2 weeks. What are you looking forward to learning most about the garment decorating community that is coming together for this event?Erich: Jay, as Aaron mentioned, you are presenting the opening keynote for ThreadX coming up on February 24th, titled Hug Your Haters: How to Embrace Complaints and Keep Your Customers. What do you hope the audience comes away with after your presentation?Aaron: What one piece of advice would you want to leave our listeners with so they can get a little taste of what is to come at ThreadX and all of the other amazing content you put out there? Roadmap to Success Michael Momeno entered his financial services career with American Express Financial Advisors in 1999 in St. Louis County. It was there he developed his skills as a financial planner. In 2000, he enjoyed early career success, achieving honors and awards associated with his status as a top 100 new advisor in the country. Michael moved into a regional leadership role with American Express Financial Advisors in early 2001 where he recruited, trained and mentored new advisors to the firm, while still working with existing clients and growing his practice. He was in this role for 3 years before returning to focus on his personal financial planning practice full time in 2003. In 2014 he joined Money Concepts where he continues to help individuals, families and small business owners plan and prepare to accomplish their dreams and goals.Erich: Michael, so lets dive right in. When you encourage someone to “Roadmap Your Way to Business Success” what do we mean by that? Is business planning the key, or is there some missing ingredient that you see?Aaron: Micheal you work with a diverse group of people in your practice, from federal benefits to individuals and more. When working with small businesses, where do you see them stumble?Erich: So when it comes to financial planning for a small business w...

ReBecca Koenig Roloff is the 11th president of St. Catherine University. A North Dakota native, Roloff is a 1976 graduate of St. Kate's, chaired the University’s Board (1991–1995) and has been an active alumna. She also earned an MBA with distinction from Harvard Business School. During a distinguished career in the private and nonprofit sectors, she has demonstrated extraordinary leadership, commitment to inclusion and ability to achieve financial stability through fundraising, while at the same time serving the community. She has been recognized as a caring and results-oriented leader who works with people, not over them, to achieve success for the organization she is leading. She was featured on the cover of Business Week as one of the nation’s “Fast Track Kids” early in her career and has been profiled in numerous national and regional publications. She came to St. Catherine University from the YWCA of Minneapolis, where she served as president and chief executive officer for 11 years and was responsible for leading the organization with a mission to eliminate racism and empower women and girls. Under her leadership, the YWCA Minneapolis successfully completed a capital campaign, grew its revenue substantially and significantly increased the diversity of its board of directors. Formerly, she was a senior vice president and a member of the senior leadership team at American Express Financial Advisors (now Ameriprise), held leadership positions at Pillsbury Company (both in Minneapolis) and was a grain merchant for Cargill in Texas. She has served on the boards of C.H. Robinson Worldwide, Inc., the Minneapolis Downtown Council Executive Committee and Allina Health. Her leadership has been recognized with national and community accolades, including the New York City YWCA Academy of Women Achiever’s Award, the Archdiocese of St. Paul and Minneapolis Leading With Spirit Award, the Twin Cities Business Outstanding Corporate Director Award and St. Catherine University’s Outstanding Alumnae and Alexandrine Awards. Roloff was named the Favorite MN Role Model for Women in Education in the Minnesota Women's Press 2018 What Women Want survey. Active in the community, she currently serves as a trustee for the Charles and Ellora Allis Educational Foundation, the Women's College Coalition, and the Minnesota Campus Compact. She also chaired the boards of The Blake School and The Children’s Theatre Company and is the recent past president of the International Women’s Forum of Minnesota and the Minnesota Women’s Economic Roundtable. She enjoys reading, needlepoint, playing the piano, cooking, and travel. She published her first children’s book in 1996 and completed her 10th triathlon in 2018.

As technology automates much of the “mechanics” of money, advisors need to evolve to the more emotional aspects of money. After all, simply helping rich people get richer isn’t usually a driving motivator for advisors—or clients. In my conversation with Doug Lennick, the co-founder of Think2Perform, an author, and former EVP of Advice and Retail Distribution for American Express Financial Advisors (now Ameriprise Financial), he shared four words that he believes underlie the real value financial advisors deliver.

Patricia Stallworth is a speaker, author, money coach and financial empowerment activist. She is the author of the book, Minding Your Money and the upcoming book, The Profit Game Playbook and the host of the wildly popular Minding Your Money 360 podcast. She has more than 25 years of experience in personal finance and business management both in and out of the corporate world.  Prior to starting her own firm, PS Worth, Patricia worked in management or advisory positions with several firms including Deloitte & Touche, American Express Financial Advisors and AXA Financial Advisors and as a college instructor in financial planning. Patricia says things are good for her today, but it wasn’t always that way.  She’s made her share of mistakes and because of that she has learned a lot of lessons.  Visit www.psworth.com. Get the Off the Grid Into the Heart CD by Sister Jenna.  Like America Meditating & on Twitter. Visit www.americameditating.org. Download our free Pause for Peace App for Apple or Android.

Isn't the feeling of bliss awesome? Not a care in the world about anything, just unending happiness and satisfaction. OK WAKE UP! Bliss is great, in it's place, but NOT when it comes to you and your business. On that note, what you don't know CAN and WILL hurt you, especially when it comes to your money-making efforts. Being in the know is where it's at. My guest today, Patricia Stallworth, MBA, CFP® , is a money coach and author and she's here to school ALL of us as to how we need to keep our eyes focused on the bottom-line prize. It's going to be an awesome discussion, don't miss it! Learn more About Patricia Patricia Stallworth is a business and money coach. Her goal is to help business owners create profitable, sustainable businesses and secure financial futures at the same time. She has 25+ years’ experience building custom tools and strategies for her clients by blending her skills in both business and finance. Prior to starting her own firm, she worked in a management or advisory capacity for several firms including a Big 5 accounting firm, American Express Financial Advisors and the Small Business Development Center.  She is the CEO of PS Worth and the author of the upcoming book – The Profit Handbook: The Entrepreneur’s Guide to Grow Business and Personal Wealth.   --------------------- Today’s podcast was sponsored by The Closing Academy – now that you have marketed your business it is now time to close the sale. The Closing Academy teaches entrepreneur’s how to ask for the sale. We believe that sales is a teachable skill. Download your free e-guide “Top 10 Selling Secrets for People That Hate to Sell!” at the www.theclosingacademy.com --- Support this podcast: https://anchor.fm/unmarketyourbusiness/support

Patricia Stallworth is a speaker, author, money coach and financial empowerment activist. She is the author of the book, Minding Your Money and the upcoming book, The Profit Game Playbook and the host of the wildly popular Minding Your Money 360 podcast. She has more than 25 years of experience in personal finance and business management both in and out of the corporate world.  Prior to starting her own firm, PS Worth, Patricia worked in management or advisory positions with several firms including Deloitte & Touche, American Express Financial Advisors and AXA Financial Advisors and as a college instructor in financial planning. Patricia says things are good for her today, but it wasn't always that way.  She's made her share of mistakes and because of that she has learned a lot of lessons.  Visit www.psworth.com. Get the Off the Grid Into the Heart CD by Sister Jenna.  Like America Meditating & on Twitter. Visit www.americameditating.org. Download our free Pause for Peace App for Apple or Android.

Toxic employees cause significant harm to organizations and decrease creativity. Dr. Mitch Kusy is an expert in everyday civility and has studied toxic personalities in organizations for years. In this episode, he explains how toxic employees hurt organizations financially and otherwise. He discusses why managers don't deal with them and why they need to. He offers advice and strategies for dealing with people with toxic personalities. What You'll Learn The financial impact of toxic employees and why you shouldn't ignore them Strategies for dealing with toxic employees to improve your organization and increase creativity [powerpress] About Mitch Kusy Dr. Mitchell Kusy, a 2005 Fulbright Scholar in Organization Development, is a full professor in the Graduate School of Leadership & Change at Antioch University. A registered organization development consultant, Mitch has consulted with hundreds of organizations nationally and internationally; he has been a keynote speaker around the globe. Mitch has helped create organizational communities of respectful engagement, facilitated large-scale systems to successful change, and engaged teams through assessment and team-designed actions—all with a focus on improving organizational culture and long-term return on investment. He previously headed organization development for HealthPartners and the leadership development area for American Express Financial Advisors. Before his leadership in national and international organizations, Mitch was a full professor at the University of St. Thomas, Minneapolis, where he co-designed the doctoral program in organization development. Previous to Why I Don't Work Here Anymore, Mitch co-authored five business books. In 1998, he received the Minnesota Organization Development Practitioner of the Year Award. He resides in Minneapolis, MN and Palm Springs, CA and may be contacted at mitchellkusy@gmail.com. Resources Mitch Kusy's Website (email Mitch for a free copy of the Kusy Toxic Cost Worksheet) Mitch's new book: Why I don't Work Here Anymore: A Leader's Guide to Offset the Financial and Emotional Costs of Toxic Employees Book: Toxic Workplace!: Managing Toxic Personalities and Their Systems of Power by Mitch Kusy and Elizabeth Holloway Weekly Challenge Apply one of the strategies that Mitch outlined in the podcast episode! He offered these three strategies specifically: Conduct the Cost-Benefit Analysis of the situation - Is this going to backfire? Has feedback failed previously? What is my intention giving feedback? Look at your own performance management system - Are the values spelled out? If you decide to give feedback, look at the nuances in how you can approach it as described by Mitch. Transcript Feel like reading instead of listening? The transcript will be available in a few days. Note: The links on this page may be affiliate links. That means I get a small commission of your sale, at no cost to you. However, I only share links to products that I or my guests believe in. Enjoy them! 

Episode 49: How Caring Leads to SuccessGuest: Anne McCabe Triana My guest this week truly cares about her clients and is an advocate for women in the financial industry. Anne McCabe Triana is a graduate of George Mason University and has been working in the financial industry since 2001. She has worked with organizations like American Express Financial Advisors and UBC and is an independent advisor (owning her own company). Her current venture, Curo Private Wealth is focused on caring and engaging with clients. Anne’s team strive to learn what the concerns are of their client and then move forward from there to create a trusting relationship. Anne is also a huge advocate for women in the financial industry. She feels that women are great financial advisors because they can be innovative in finding clients and then are able to foster strong, nurturing relationships. There is also a lot of flexibility later in the profession so that women with families can manage their own time around their family’s needs. One thing that Anne was told early on in her career was to learn to golf if she wanted to close deals. Very early on, she took golf lessons but at a certain point, she found herself being inauthentic. Even the way she was dressing felt wrong for her. If she could go back and change things, she wouldn’t try to be a “man”. Anne recommends embracing our female qualities because those are strengths as well. For those starting in the profession, Anne recommends finding and becoming committed to a niche and know absolutely everything about it. Anne’s success came from networking, building relationships, referrals and servicing clients as much as possible. Some great books were mentioned in this episode including The Consultant with Pink Hair by Carl Harrison, Win Without Pitching Manifesto by Blair Enns, From Fear to Fearlessness by Pema Chodron, Double Double by Cameron Herold,  Think and Grow Rich by Napoleon Hill, and Mastery by Robert Greene. Also, be sure to check out my interview with Kathleen Burns, a woman who has been instrumental in growing the number of women with their CFP designation.  If you’d like to get in touch with Anne, you can do so through Twitter and Facebook. Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.  

Control freaks, narcissists, manipulators, and bullies. It takes all kinds, they say, but can your organization afford to employ such toxic personalities? Often clever chameleons, who “kiss up” and “kick down,” they know how and when to disguise their infectiously bad natures. Like a disease, these employees spread negativity throughout the workplace, decreasing productivity and increasing turnover. In this program, Drs. Holloway and Kusy will share their national research study of toxic behaviors with over 400 participants. Learn why these individuals get away with bad behavior, how this occurs in organizations, and what to do about it to impact individual and team performance—and the bottom line. Dr. Elizabeth Holloway, is a professor at Antioch Univ., Graduate School in Leadership & Change. She is a Fellow of the American Psychological Association and Diplomate in Professional Psychology. She consults with leaders worldwide on systems approaches to supervision, mentoring, coaching, toxicity, and building communities of respectful engagement. Dr. Mitchell Kusy, a Fulbright Scholar in Organization Development and professor at Antioch Univ., Graduate School in Leadership & Change, was previously head of leadership development for American Express Financial Advisors. Continuing to consult with leaders worldwide, he is author of several business books. Zena Zumeta, internationally known as both a mediator and trainer of mediators.  She is president of the  Mediation Training & Consultation Institute, Zena Zumeta Mediation Services, and The Collaborative Workplace in Ann Arbor, Michigan. Zena is a lawyer and a former president of the Academy of Family Mediators.

Patricia Stallworth joins Traffic Masters Radio this week to share how she got her successful 1 min podcast from zero to THOUSANDS of downloads in just a few months! Patricia is the founder of the "Make Your Money Work Movement", the host of the "Minding Your Money Minute" podcast, the author of the upcoming book, "Profits on Fire" . She is also a money coach and strategist who works with individuals and business owners who want to get their money life in order and working for them. She has over 20 years experience working with clients and organizations like Deloitte & Touche, American Express Financial Advisors and the Small Business Development Center. Patricia takes a holistic approach in working with her clients in her latest venture, "Minding Your Money 360". "Minding your money," she says, "Really is the path to a richer life." You can learn more about her by visiting mym360.com. Airing weekly on Tuesdays at noon eastern and in permanent replay, come learn how you can apply these secrets to succeed in your own business as well! In between episodes, you can get help any time you need it through the FREE DirectionsU's "Amazng Traffic Vortex" that walks you through applying the internet marketing strategies and online business systems. It shows you how to apply what you learn about on the show to YOUR business, step by step!

Dr. Mitchell Kusy, an international consultant, has worked internally in several organizations including American Express Financial Advisors as head of leadership development. He is a full professor in the Ph.D. Program in Leadership & Change at Antioch University. He is the co-author of The Little Book of Leadership Development. In this podcast, we discuss the simple ways everyday managers can develop the leaders on their teams.