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Today, I'm excited to speak with Michael Liebeskind, founder and principal at Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies. Michael started his career with the accounting firm of Coopers & Lybrand and today is the founder of several operating businesses in the financial services space. He is a member of the New York State Society of CPAs, the Estate Planning Council of New York City, The Society of Trust and Estate Practitioners (STEP), and the Yale Insurance Study Group. Michael and his firm Golconda Partners are valued advisor members of FOX, and we are very fortunate to have their knowledge and expertise as part of our membership community. In today's conversation, we focus on the topic of private placement live insurance (or PPLI) and the many ways enterprise families and their family offices can deploy this versatile tool. Michael starts us off with the basics, providing an overview of how PPLI works and why wealthy families should consider exploring PPLI policies. There are multiple ways PPLI can create value for wealthy families, and Michael goes over the different use cases and strategies families and family offices can pursue to deploy PPLI, either as a traditional life insurance product or as a vehicle to optimize returns, wealth transfers, or income. Michael offers some practical tips for UHNW families, family office professionals, and external family wealth advisors for how to best leverage PPLI policies. He then covers the common cautionary tales and watchouts, describing what could go wrong and sharing his insights on the what families and their advisors should beware when utilizing PPLI policies for the different risk management and tax optimization use cases they can serve. Don't miss this highly instructive conversation with one of the best recognized PPLI experts and insurance entrepreneurs in the UHNW space.
https://markdivine.com/ About Mark Divine Mark is from upstate New York and did his formal undergraduate education at Colgate University. His years at Colgate University were focused on athletic endeavors such as competitive swimming, rowing and triathlon racing, interrupted by brief episodes of academic activity. After graduation from “the Gate” Mark started his professional career as a CPA with Coopers & Lybrand in New York City. Clients included luminous and no-longer existent financial firms such as Solomon Brothers and Paine Webber. Four painful years later, with an MBA from NYU Stern School of Business in his briefcase, he left behind the suit to pursue his inner vision to become a Navy SEAL officer. He was 26 when he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class 171. Mark was fortunate to serve with many great men and women on active duty for nine year and in the reserves for eleven…retiring at the rank of Commander in 2011. After leaving active duty in 1997, Mark started his second business career as an entrepreneur. He co-founded the successful Coronado Brewing Company and launched NavySEALs.com in the year he left the active duty Navy. NavySEALs.com is the leading web site for gear and information about the SEALs. US Tactical was next, gaining contracts with Naval Special Warfare Group ONE for training support, and the Navy Recruiting Command for a nationwide mentoring program for SEAL, SWCC, EOD and Diver candidates. Mark's business career was interrupted by a stint as an Adjunct Professor of Leadership at the University of San Diego, where he was pursuing his Doctorate in Leadership, then by a one year recall to active duty in 2004. The recall took him to Baghdad with SEAL Team One to conduct a special project for Naval Special Warfare Command surrounding the role of the USMC in Special Operations. In 2007 he launched his CrossFit affiliate and the now internationally known SEALFIT program to provide transformational personal and team training experiences. The training utilizes an integrated warrior development model he developed, called Unbeatable Mind, which draws from his 20 years as a SEAL and business leader, 25 years as a martial artist and 15 years as yoga practitioner. SEALFIT and Unbeatable Mind are uniquely effective at elevating clients to a higher level of operating, thinking and leading – encompassing the full spectrum of human experience – Body, Mind and Spirit in Self, Team and Organization.
Mark Divine is a former United States Navy SEAL. He is the founder of the Divine SEAL training system, which focuses on getting people to their goals in life by focusing on the journey, not the destination. Mark's story began when he was just 14 years old. He had already been taking martial arts since he was 7 years old and had started training in karate and tae kwon do at a young age. He became interested in the world of martial arts because he saw how it could help him achieve his goals in life. He also attended Colgate University, where he earned a bachelor's degree in economics and competed on the men's swim and crew teams. [4] Divine joined PricewaterhouseCoopers (formerly Coopers & Lybrand) as a senior consultant after graduation, while studying for a Master of Business Administration at New York University Stern School of Business (graduated 1989) to become a Certified Public Accountant. [5] Divine began a parallel journey into zen meditation and Seido karate under the instruction of Grandmaster Tadashi Nakamura, where he chose to shift tracks and seek a career as a US Navy SEAL Officer. His military career spanned 20 years (1989-2011), during which he led missions in Asia Pacific, Africa, Bahrain, and Iraq[3]. In 2011, he retired with the rank of Commander. He now mainly focuses on helping other people reach their ultimate potential, through programs such as the SEAL fit, or books like “Unbeatable Mind”. In today's episode: (1:05) Our guest Mark Divine Military leader, and distinctive mentor for SEAL trainees through SEAL fit. (4:15) Mark's childhood, his interest in meditation and endurance sports, and how he became a military leader. (9:00) Mark's decision to break the white-collar cycle and build his health. (11:30) Mark's interest in the ZEN culture and martial arts. (16:00) The benefits one can reap off meditation. (18:10) Mark Divine's search for purpose. (21:15) Mark joins the navy SEAL. (25:00) How to deal with codependency conditioning in families. (28:20) The power of visualization. (32:00) Mark's leadership changes how Navy Seals train. (35:00) The ego trap on the road to success. (38:16) The learning curve in meditation. (42:30) Definition of box breathing meditation and how it works. (45:30) The witness state of consciousness is achieved by meditation. (47:15) The way Mark implemented what he learned in SEAL training. (48:10) Growing up in trauma can make you a Navy SEAL. (50:00) The importance of presence Durant Mark's combat experience. (53:03) A key moment when endurance proved to have made Mark superhuman. (56:30) The inspiration that pushed Mark to become the Cyborg. (01:02) Mark Divine's book ‘Unbeatable Mind' (01:05:00) The Cyborg's advice for everybody. (1:08:00) The teachings of practising Kokoro. Quotes: “What I found is things are happening through us, not by us. Consciousness makes us alive, flows through us, and is us…We're wired to develop an ego through all these layers of conditioning and then to think that we're the doer.” “ When it's the fuck up we berate ourselves and judge ourselves which does no good whatsoever. And when it's the glorious success our ego is super inflated and we become arrogant and pretend to be humble about it which makes it worse.” “Meditation alone won't get you there, this is why some of the great meditation teachers said that after enlightenment, you have got to take out the trash”. “Concentration is the ability to harness your mind to be able to focus on just one thing is a prerequisite for meditation. In fact, Zen training is the concentration path.” “Meditation is turning the light of your attention inward, looking for that pure awareness that is beyond ego constructs.” “It's a state of mind that is radically present, where time becomes almost under your control…These 4 skills that I talked about if trained can help develop the flow state where everything slows down and get a sense of everything around you.” “Any endurance athlete can use their sports to train their mind, that's why I'm not a fan of listening to music or e-books or anything. You should be managing your breath, your mind, and working on your mantra, visualising victory until you can activate flow on demand.” “ Slow down and stop doing so much. Decommit, declutter, slow down and begin the practice of box breathing and your life will change.” Links selected from this episode Unbeatable Mind is a comprehensive online training program that teaches you step-by-step tactics for improving your mental clarity, attention, physical fitness, and awareness. Unbeatable Mind Book Box breathing is a strong yet easy relaxation method that tries to restore regular breathing rhythms following a stressful encounter. It may aid in the clearing of the mind, relaxation of the body, and improvement of attention. Box breathing consists of four fundamental stages, each lasting four seconds: breathing in holding the breath breathing out holding the breath breathing in Follow Mark: Website Book Instagram LinkedIn Twitter Facebook Youtube Follow Javier: Website Instagram LinkedIn Twitter Facebook Youtube Join our Patreon and support The Endurance Cartel Podcast Produced by: www.sawandsine.co.uk
Karen Farrell is the General Chair of the Angel Charity for Children, an organization in Tucson that distributes millions of dollars to non-profits within the region that in turn do so much good work within Southern Arizona. There are great events coming up in this, their 40-year anniversary.Bio - Karen Farrell General Chair - Angel Charity for Children Karen Farrell – Sales Manager – Venture West Real Estate Services. Karen grew up as a military kid and has lived in many places before her father retired in Tucson in 1975. She was born in St. John's Newfoundland, Canada and lived in Cleveland, Ohio, Phoenix, AZ, Taipei, Taiwan, and Blytheville, Arkansas. She attended the University of Arizona with a degree in Accounting in 1981. Karen started her career at Coopers & Lybrand as a CPA. She then moved over to Venture West, served as the CFO and then moved into the commercial Real Estate segment of Venture West. Karen has served on several Boards and committees including CREW (Commercial Real Estate Women), Salpointe Catholic HS, SS Peter & Paul Church, FC Tucson Youth Soccer Club, Brewster Center, Father's Day Council and several other non-profits over the years some of which she still serves on. She has been a member of Angel Charity for Children for 12 years and is currently serving as the General Chair for 2022. Angel Charity for Children is celebrating its 40th year in the community raising funds for the Children in Pima County. We have served over 1 million children and funded over 120 nonprofit beneficiaries in the community. We have a diverse group of members from all walks of life and we are an all-volunteer organization of approximately 250 members. Each year our general membership selects several beneficiaries to fund. This year in 2022 we are funding are large beneficiaries which are Youth on their Own and National Alliance for Mental Illness. We are also funding seven small beneficiaries; Boys to Men, El Rio Health Center Foundation, Junior Achievement of Arizona, Nourish, TMC Foundation, Tucson Girls Chorus and YWCA Southern Arizona. Company / Organization Website URL: www.angelcharity.org
On this episode, we talked about: Taking back control of my mind Guys shut down their emotions Your whole body is your mind Visualize how to do different things Learning how to meditate Breath, concentrate, meditate and breath again How to visualize success and have micro-goals Having more compassion and understanding Being compassionate to yourself and to others Having a balanced approached to life Balancing the yin and the yang Recognition of your intuition Slowing down and looking within Training the mind through training the body Having creativity and innovation Developing mental toughness in our life "When you meditate, you train your mind and part of your mind is your emotional body-mind" "I went from "Mark wants to be a navy seal to Mark is a navy seal", I went from desire to certainty" "I think you have to have the hard and the soft, the yin and the yang, and a balanced approach is the enduring approach" About Mark: Mark is a highly sought after speaker, coach, author and makes frequent media appearances to discuss Seal's way of life Mark Divine is from upstate New York with a degree in economics from Colgate University and an MBA in Finance from New York University Stern School of Business. Mark's first career was with Coopers & Lybrand (now PriceWaterhouse Coopers) as a Certified Public Accountant. Clients included luminous financial firms such as Solomon Brothers and Paine Weber. Four years after joining Coopers, Mark left behind the corporate world to pursue his vision to become an elite Navy SEAL officer. At 26 he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class number 170. Mark served for nine years total on Active Duty and eleven as a Reserve SEAL, retiring as Commander in 2011. Mark embarked on his third career as an entrepreneur in 1996 by co-founding the successful Coronado Brewing Company (CBC) and founding the web e-commerce site www.NavySEALs.com. He later sold his interest in CBC, but continues to run NavySEALs.com as the leading website for gear and information about the SEALs. In 2006 he launched US Tactical, a government contracting business where he gained contracts with Naval Special Warfare Group ONE for training support and with the Navy Recruiting Command for a nationwide mentoring program for SEAL trainees. This latter program was credited with increasing the quality of Navy SEAL candidates and reducing the attrition rate at BUD/s by up to 5% and was the inspiration for SEALFIT. Mark was an adjunct professor of leadership at the University of San Diego, where he left a Ph.D. program due to the Iraq war Reserve call-up. In Baghdad with the SEALs again in 2004, he conducted a special study for the DOD on the role of the USMC in the Special Operations Community. Upon return home, he decided to focus fully on his business and family. Mark is an accomplished martial artist with black belts in Seido and Goju Ryu Karate, a military hand-to-hand combat certification in SCARS and senior ranking in Saito Ninjutsu. He is a teacher trained in Ashtanga Yoga, and created the innovative Unbeatable Warrior Yoga program taught to his students. After working with thousands of special ops candidates and professionals developing mental toughness, Mark self-published his first book Unbeatable Mind in 2011 and launched the at-home study program www.unbeatablemind.com. He is also the author of The Way of the SEAL published by Readers Digest and 8 Weeks to SEALFIT published by St. Martins Press. SEALFIT is uniquely effective at developing elite-level physical fitness and mental toughness. The program has helped thousands to operate at an entirely new level in their personal and professional lives and is used by military, first responders and sheepdog-like professionals of all stripes worldwide. Mark is a highly sought-after speaker for corporations where his Unbeatable Mind program is helping to forge mental toughness among business leaders. He lives in Encinitas, CA., several blocks from the SEALFIT Training Center, the 20,000 square foot facility where he enjoys training with his family and team. You can follow and support Mark at: Web: https://unbeatablemind.com/ IG: @realmarkdivine Podcast: The Mark Divine Show Let's connect over on Instagram: @Johnny.Elsasser
Jeff Williams is the CEO of America’s Car-Mart, a publicly-held company based in Bentonville, Arkansas. Car-Mart is focused exclusively on the integrated auto-sales and finance segment of the used car market. He started his career in the accounting field with initial stints at Arthur Andersen in Tulsa and Coopers & Lybrand in Dallas. Previous to joining America’s Car-Mart, Jeff was the CFO at WinCo, LLC, a distributor of animal health products. Jeff joined Car-Mart in 2005 as their CFO. He became President in 2016 and has been CEO since January of 2018. In this episode, Jeff shares how America’s Car-Mart caters to the credit-challenged customer, why employees with working experience in a traditional dealership tend to struggle when working at Car-Mart, how certain trends and disruptions over the years have affected Car-Mart’s “small-town” approach to business, and his experience as CEO thus far. Be sure to subscribe to "How That Happened" to receive our latest episodes, learn more about our guests, and collect resources on how to better manage your business. For bonus content and additional show notes, visit http://www.hogantaylor.com/how-that-happened-episode-38. Copyright 2020 HoganTaylor LLP. All Rights Reserved. To view the HoganTaylor general terms & conditions, visit www.hogantaylor.com
Kathleen Flynn was the former Chief Marketing Officer at Bryan Cave Leighton Paisner based in the firm’s San Francisco office. She is responsible for planning, directing and coordinating the firm’s global marketing and public relations efforts as well as supporting the firm’s business development activities. Additionally, she has significant experience in the areas of general management, strategic planning, brand management and sales and marketing. From a marketing perspective, Kathleen had significant involvement in the 2018 merger between U.S. firm Bryan Cave and U.K. firm Berwin, Leighton, Paisner. The new global law firm now boasts 32 offices in 11 countries, with the largest office in London. Prior to joining Bryan Cave, Kathleen was the Chief Marketing Officer at Sedgwick LLP for more than 10 years. In that role, she built and managed the firm-wide marketing and business development program for the international law firm’s 16 offices. Prior to Sedgwick, Kathleen was founder and president of Marketing Visions, a full-service marketing and public relations agency based in Moraga, CA, and has held marketing leadership positions at Cooley LLP; Fenwick & West LLP; Littler Mendelson P.C. and Coopers & Lybrand. Kathleen is a recipient of the Legal Marketing Association, San Francisco Chapter’s Rella Lossy Professional Achievement Award and has held several leadership positions with LMA. She is also past president of the Public Relations Society of America’s Oakland/East Bay Chapter. What you’ll learn in this episode: How spending two years sailing around the world taught Kathleen to help lawyers overcome their intimidation of marketing and business development. Advice for legal marketers going through a merger. How flexibility, selflessness and awareness of cultural differences is key to ensuring good working relationships. How legal marketers can best build and expand their networks. Additional resources: Website Bio: https://www.bryancave.com/en/people/kathleen-flynn.html Twitter: @jrzegal
Mail-Right: Real Estate Agents Show: About Technology & Online Marketing & Getting Seller Leads
Special Series of Interviews With Successful Real Estate Agents Christopher Stafford is a successful listing agent, and is one of the top producing real estate brokers in the San Francisco Bay area. He is on a mission to expose to YOU the secrets of the highly successful listing agents so that YOU can learn from them and live the listing agent dream and cut your learning curve dramatically. His energy, his commitment to excellence, and his total dedication to serving his clients have brought him multiple awards for his contributions to his field. He graduated summa cum laude with an accounting degree from Walsh College, a private university in Troy, Michigan. After graduation, Chris passed his CPA examination and worked for Coopers & Lybrand (now PriceWaterhouseCoopers) as a certified public accountant. Working in the Detroit, San Diego, New York City and San Francisco offices, he concentrated in the emerging business market, consulting with new business owners and helping them jumpstart their businesses. He advised large and small companies about their business practices for 11 years, reviewing hundreds of business plans for start up companies. After eleven years, he left the accounting profession in 1991 to pursue his passion for real estate. As a real estate broker in San Francisco and a real estate investor nationwide, Chris has consistently earned top producer awards. Over ten years ago, Chris started advising listing agents just like you, whether you’re just starting out or have an established business, to cut through the crap and give you what you need now to rock and maintain the business of your dreams. He is passionately achieving his dream of empowering other listing agents like YOU with his books, “Massive Abundance” and “Dream Business”, his online courses, speaking engagements and consulting. The enthusiasm Christopher brings to his work and his total passion in helping others is what makes Christopher such a remarkable inspiration to others. When not writing, speaking, helping street youth or building something, you can usually find him dancing around his living room with his long-time partner, friends and family, studying Portuguese, traveling to Brazil….and reading trashy mystery novels.
Mail-Right: Real Estate Agents Show: About Technology & Online Marketing & Getting Seller Leads
Special Series of Interviews With Successful Real Estate Agents Christopher Stafford is a successful listing agent, and is one of the top producing real estate brokers in the San Francisco Bay area. He is on a mission to expose to YOU the secrets of the highly successful listing agents so that YOU can learn from them and live the listing agent dream and cut your learning curve dramatically. His energy, his commitment to excellence, and his total dedication to serving his clients have brought him multiple awards for his contributions to his field. He graduated summa cum laude with an accounting degree from Walsh College, a private university in Troy, Michigan. After graduation, Chris passed his CPA examination and worked for Coopers & Lybrand (now PriceWaterhouseCoopers) as a certified public accountant. Working in the Detroit, San Diego, New York City and San Francisco offices, he concentrated in the emerging business market, consulting with new business owners and helping them jumpstart their businesses. He advised large and small companies about their business practices for 11 years, reviewing hundreds of business plans for start up companies. After eleven years, he left the accounting profession in 1991 to pursue his passion for real estate. As a real estate broker in San Francisco and a real estate investor nationwide, Chris has consistently earned top producer awards. Over ten years ago, Chris started advising listing agents just like you, whether you’re just starting out or have an established business, to cut through the crap and give you what you need now to rock and maintain the business of your dreams. He is passionately achieving his dream of empowering other listing agents like YOU with his books, “Massive Abundance” and “Dream Business”, his online courses, speaking engagements and consulting. The enthusiasm Christopher brings to his work and his total passion in helping others is what makes Christopher such a remarkable inspiration to others. When not writing, speaking, helping street youth or building something, you can usually find him dancing around his living room with his long-time partner, friends and family, studying Portuguese, traveling to Brazil….and reading trashy mystery novels.
The prevalence and pace of technological advances can make the future a moving target for businesses and their owners. Successfully adapting and keeping up with these changes is a challenge facing many industries and the tax profession is no exception. Host Damien Martin sits down with guest Dave Wyle to discuss advances affecting taxpayers and tax professionals, the skills needed to navigate the changes they bring about and ways to keep up with it all. TIME STAMPS OF WHAT’S COVERED [02:04] Dave’s story and how it led him to develop accounting-related technology solutions [04:40] How technology has advanced since Dave began working in the accounting industry [08:03] Tax professionals should be excited about advances in technology [10:52] Ways to keep up with changes in technology [13:02] Advice for taxpayers on working with tax professionals that use technology [16:18] The skills Dave has used to develop innovative solutions and manage change [20:44] Predictions on technological advances over the next five years [24:56] Dave’s advice to Damien on parenting BIO FOR GUEST David Wyle is the president and CEO of SurePrep, a provider of tax productivity solutions to U.S. public accounting firms. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry-leading paperless engagement program that was rebranded as ProSystem fx Engagement after it was purchased by CCH Incorporated in 2001. Prior to founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. GET MORE SIMPLY TAX A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram
The prevalence and pace of technological advances can make the future a moving target for businesses and their owners. Successfully adapting and keeping up with these changes is a challenge facing many industries and the tax profession is no exception. Host Damien Martin sits down with guest Dave Wyle to discuss advances affecting taxpayers and tax professionals, the skills needed to navigate the changes they bring about and ways to keep up with it all. TIME STAMPS OF WHAT'S COVERED [02:04] Dave's story and how it led him to develop accounting-related technology solutions [04:40] How technology has advanced since Dave began working in the accounting industry [08:03] Tax professionals should be excited about advances in technology [10:52] Ways to keep up with changes in technology [13:02] Advice for taxpayers on working with tax professionals that use technology [16:18] The skills Dave has used to develop innovative solutions and manage change [20:44] Predictions on technological advances over the next five years [24:56] Dave's advice to Damien on parenting BIO FOR GUEST David Wyle is the president and CEO of SurePrep, a provider of tax productivity solutions to U.S. public accounting firms. Prior to founding SurePrep, Mr. Wyle founded and was CEO of ePace! Software, creator of the industry-leading paperless engagement program that was rebranded as ProSystem fx Engagement after it was purchased by CCH Incorporated in 2001. Prior to founding ePace! Software, Mr. Wyle was a CPA with the accounting firm Coopers & Lybrand. GET MORE SIMPLY TAX A complete archive of our episodes is available on our website and YouTube playlist. We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram
We’ve all heard how difficult it can be to become a Navy SEAL – the physical challenges alone can make or break one’s success. Today’s guest and host of The Unbeatable Mind podcast, Mark Divine, had that part covered, but he ensured his success by mastering his thoughts as well. From a disempowered background and core story, Mark didn’t always have dreams of becoming a Navy SEAL. In fact, he actually had a successful career as a CPA, but he longed for something more that also appealed to his athletic side. Tune in to find out how Mark shifted his thought patterns and discarded those that didn’t work to accomplish his goals then and how he continues to apply those skills in his life and businesses now. I love how Mark’s approach links the heart and mind – you’re going to be amazed at just how simple it can be once you can quiet your mind and focus on one task at a time. -- Questions Asked in This Episode: What led you to begin you Zen practice? What were some of the core beliefs of your family? What was the driver to become a Navy SEAL? Why did you find the process of becoming a Navy SEAL to be “easier?” If someone is feeling disempowered, what would you recommend for a visualization? What goes on in regard to training at your retreats? How can you break through mentally? What are you most excited about right now? In This Episode We Talk about: How Mark went from CPA to Navy SEAL Mark’s Zen and meditation practice Changing the patterns of your thoughts from disempowering to empowering What it means to “practice on the bench” The BIG Four Skills (1. Breath Control 2. Maintaining, Managing and Curating Positive Direction of Emotions and Thinking 3. Always Hold an Image of What Success Looks Like and 4. Front Sight Focus) The importance and power of visualization Integrative training with mind and heart The Box-Breathing technique Disengaging from past events to free up energy The different levels of resiliency Quotes: “When I started asking better questions, then I started to get different answers.” “The absence of thought is when the answers came to me.” “Use your imagination to see a version of you that’s whole.” “If you can see it, you can speak it and then you can believe it.” “Create a positive memory of the future.” “Sever the negative energy of the past so you can attract the force of the future which pulls you toward the future.” “We always have value and a gift to give, no matter what happens to use, as long as we’re here.” -- Mark is from upstate New York and did his formal undergraduate education at Colgate University. His years at Colgate University were focused on athletic endeavors such as competitive swimming, rowing and triathlon racing, interrupted by brief episodes of academic activity. After graduation from "the Gate" Mark started his professional career as a CPA with Coopers & Lybrand in New York City. Clients included luminous and no-longer existent financial firms such as Solomon Brothers and Paine Webber. Four years later, with an MBA from NYU Stern School of Business in his briefcase, he left behind the suit to pursue his inner vision to become a Navy SEAL officer. He was 26 when he graduated as Honor Man (#1 ranked trainee) of his SEAL BUD/s class 170. Mark was fortunate to serve with many great men and women on active duty for nine years and in the reserves for eleven...retiring at the rank of Commander in 2011. After leaving active duty in 1997, Mark started his second business career as an entrepreneur. He co-founded the successful Coronado Brewing Company and launched NavySEALs.com in the same year he left active duty. To this day, it is the leading website for gear and information about the SEALs. Mark's business career was interrupted by a stint as an Adjunct Professor of Leadership at the University of San Diego, where he was pursuing his Doctorate in Leadership, then by a one-year recall to active duty in 2004. The recall took him to Baghdad with SEAL Team One to conduct a special project for Naval Special Warfare Command surrounding the role of the USMC in Special Operations. While in Iraq, Mark developed Kokoro Yoga, which allows you to see, feel, hear, and live the goal you are looking to achieve through warrior visualization. In 2007 he launched his CrossFit affiliate and the now internationally known SEALFIT program to provide transformational personal and team training experiences. The training utilizes an integrated warrior development model he developed, called Unbeatable Mind, which draws from his 20 years as a SEAL and business leader, 25 years as a martial artist and 15 years as yoga practitioner. He now hosts a highly rated podcast on iTunes called Unbeatable Mind. SEALFIT and Unbeatable Mind are uniquely effective at elevating clients to a higher level of operating, thinking and leading - encompassing the full spectrum of human experience: Body, Mind and Spirit in Self, Team and Organization. Mark advises and trains a diverse group of clients through his Unbeatable Mind and SEALFIT programs including: Olympic medalists, CEOs, Superbowl champions and other professional athletes. Resources: The Unbeatable Mind Podcast https://itunes.apple.com/us/podcast/the-unbeatable-mind-podcast-with-mark-divine/id955637330?mt=2 UnbeatableMind.com SealFit.com Books: The Unbeatable Mind by Mark Divine http://a.co/36s1ZH8 The Way of the Seal by Mark Divine http://a.co/c0ncWFr IG: @sealfit Checkout my website at https://loriharder.com. Follow me on social media @LoriHarder on Instagram and Lori Harder on Facebook.
Bob Diamond is a practicing real estate attorney and investor with years of experience in real estate law, investment, development, and is also the author of three books on real estate investing. You may be familiar with Bob from his appearances on Fox, NBC, CNBC, NPR, or Flip That House television show on the TLC network. Bob graduated from Villanova University with a degree in finance in '87 and from Temple University School of Law in 1993. He became a Pennsylvania licensed attorney in '93. During his career outside of the real estate world in law, Bob worked for Meridian Mortgage in their default and REO department. He also worked for Arthur Andersen and Coopers & Lybrand as a business consultant and for the international law firm, Cozen O'Connor, as a real estate attorney. Bob has been investing in real estate for over 20 years and has participated as the buyer, seller, and/or attorney in over $100 million in real estate transactions over the past 20 years. Bob has been teaching real estate investing since 1999, so you have probably heard of Bob in the investor world out there where he's known as the guru's guru. Because of his legal expertise and experience as a real estate attorney, he's actually sought after for his advice and counsel. A transcript of this episode is available here: https://smartrealestatecoachpodcast.com/bob-diamond/ Resources: SmartRealEstateCoachPodcast.com/blueprint SmartRealEstateCoachPodcast.com/overages SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoachPodcast.com/QLS
Mark is from upstate New York and did his formal undergraduate education at Colgate University. His years at Colgate University were focused on athletic endeavors such as competitive swimming, rowing and triathlon racing, interrupted by brief episodes of academic activity. After graduation from “the Gate” Mark started his professional career as a CPA with Coopers & Lybrand in New York City. Clients included luminous and no-longer existent financial firms such as Solomon Brothers and Paine Webber. Four painful years later, with an MBA from NYU Stern School of Business in his briefcase, he left behind the suit to pursue his inner vision to become a Navy SEAL officer. He was 26 when he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class 171. Mark was fortunate to serve with many great men and women on active duty for nine year and in the reserves for eleven…retiring at the rank of Commander in 2011. After leaving active duty in 1997, Mark started his second business career as an entrepreneur. He co-founded the successful Coronado Brewing Company and launched NavySEALs.com in the year he left the active duty Navy. NavySEALs.com is the leading web site for gear and information about the SEALs. US Tactical was next, gaining contracts with Naval Special Warfare Group ONE for training support, and the Navy Recruiting Command for a nationwide mentoring program for SEAL, SWCC, EOD and Diver candidates. Mark's business career was interrupted by a stint as an Adjunct Professor of Leadership at the University of San Diego, where he was pursuing his Doctorate in Leadership, then by a one year recall to active duty in 2004. The recall took him to Baghdad with SEAL Team One to conduct a special project for Naval Special Warfare Command surrounding the role of the USMC in Special Operations. In 2007 he launched his CrossFit affiliate and the now internationally known SEALFIT program to provide transformational personal and team training experiences. The training utilizes an integrated warrior development model he developed, called Unbeatable Mind, which draws from his 20 years as a SEAL and business leader, 25 years as a martial artist and 15 years as yoga practitioner.
Mark Divine is from upstate New York with a degree in economics from Colgate University and an MBA in Finance from New York University Stern School of Business. Mark's first career was with Coopers & Lybrand (now PriceWaterhouse Coopers) as a Certified Public Accountant. Clients included luminous financial firms such as Solomon Brothers and Paine Weber. Four years after joining Coopers, Mark left behind the corporate world to pursue his vision to become an elite Navy SEAL officer. At 26 he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class number 170. Mark served for nine years total on Active Duty and eleven as a Reserve SEAL, retiring as Commander in 2011. In 2006 he launched US Tactical, a government contracting business where he gained contracts with Naval Special Warfare Group ONE for training support and with the Navy Recruiting Command for a nationwide mentoring program for SEAL trainees. This latter program was credited with increasing the quality of Navy SEAL candidates and reducing the attrition rate at BUD/s by up to 5% and was the inspiration for SEALFIT. Mark is an accomplished martial artist with black belts in Seido and Goju Ryu Karate, a military hand to hand combat certification in SCARS and senior ranking in Saito Nijutsu. He is teacher trained in Ashtanga Yoga, and created the innovative Unbeatable Warrior Yoga program taught to his students. After working with thousands of special ops candidates and professionals developing mental toughness, Mark self-published his first book Unbeatable Mind in 2011 and launched the at-home study program www.unbeatablemind.com. He is also the author of The Way of the SEAL published by Readers Digest and 8 Weeks to SEALFIT published by St. Martins.
Mark Divine is from upstate New York with a degree in economics from Colgate University and an MBA in Finance from New York University Stern School of Business. Mark's first career was with Coopers & Lybrand (now PriceWaterhouse Coopers) as a Certified Public Accountant. Clients included luminous financial firms such as Solomon Brothers and Paine Weber. Four years after joining Coopers, Mark left behind the corporate world to pursue his vision to become an elite Navy SEAL officer. At 26 he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class number 170. Mark served for nine years total on Active Duty and eleven as a Reserve SEAL, retiring as Commander in 2011. In 2006 he launched US Tactical, a government contracting business where he gained contracts with Naval Special Warfare Group ONE for training support and with the Navy Recruiting Command for a nationwide mentoring program for SEAL trainees. This latter program was credited with increasing the quality of Navy SEAL candidates and reducing the attrition rate at BUD/s by up to 5% and was the inspiration for SEALFIT. Mark is an accomplished martial artist with black belts in Seido and Goju Ryu Karate, a military hand to hand combat certification in SCARS and senior ranking in Saito Nijutsu. He is teacher trained in Ashtanga Yoga, and created the innovative Unbeatable Warrior Yoga program taught to his students. After working with thousands of special ops candidates and professionals developing mental toughness, Mark self-published his first book Unbeatable Mind in 2011 and launched the at-home study program www.unbeatablemind.com. He is also the author of The Way of the SEAL published by Readers Digest and 8 Weeks to SEALFIT published by St. Martins.
Mark Divine is from upstate New York with a degree in economics from Colgate University and an MBA in Finance from New York University Stern School of Business. Mark’s first career was with Coopers & Lybrand (now PriceWaterhouse Coopers) as a Certified Public Accountant. Clients included luminous financial firms such as Solomon Brothers and Paine Weber. Four years after joining Coopers, Mark left behind the corporate world to pursue his vision to become an elite Navy SEAL officer. At 26 he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class number 170. Mark served for nine years total on Active Duty and eleven as a Reserve SEAL, retiring as Commander in 2011. In 2006 he launched US Tactical, a government contracting business where he gained contracts with Naval Special Warfare Group ONE for training support and with the Navy Recruiting Command for a nationwide mentoring program for SEAL trainees. This latter program was credited with increasing the quality of Navy SEAL candidates and reducing the attrition rate at BUD/s by up to 5% and was the inspiration for SEALFIT. Mark is an accomplished martial artist with black belts in Seido and Goju Ryu Karate, a military hand to hand combat certification in SCARS and senior ranking in Saito Nijutsu. He is teacher trained in Ashtanga Yoga, and created the innovative Unbeatable Warrior Yoga program taught to his students. After working with thousands of special ops candidates and professionals developing mental toughness, Mark self-published his first book Unbeatable Mind in 2011 and launched the at-home study program www.unbeatablemind.com. He is also the author of The Way of the SEAL published by Readers Digest and 8 Weeks to SEALFIT published by St. Martins Press. In This Episode: Going from a CPA to a SEAL Discerning the correct path to take The power of visualizing where you want to go. The importance of mental toughness Transitioning from SEAL to Entrepreneur What does it take to become a Navy SEAL? Mark’s Favorite Quote: “What the mind of man can conceive and believe, it can achieve.” — Napoleon Hill Mark’s Favorite Books: Think and Grow Rich: The Landmark Bestseller – Now Revised and Updated for the 21st Century Revised & enlarged edition by Napoleon Hill (2005) Paperback Get Your Free Audio Book Links From Today’s Show:www.navyseals.com www.sealfit.com Unbeatable Mind: Forge Resiliency and Mental Toughness to Succeed at an Elite Level (Third Edition) Kokoro Yoga: Maximize Your Human Potential and Develop the Spirit of a Warrior–the SEALfit Way The Way of the SEAL: Think Like An Elite Warrior to Lead and Succeed
Disclosure: The views and opinions expressed by Howard Farran are solely his own and in no way reflect the opinions of Guardian, its subsidiaries, agencies, agents or employees. Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, or provided by Guardian. Product provisions and availability may vary by state. 2016-23721 Exp. 5/18. About Kirshner & Klarfeld Financial Group, LLC Through our individual and collective experience and expertise, we will strive to help you get to the truth of your financial well-being, to make your money work harder and smarter and to give you more options for using your wealth. In doing so, we will move you closer to, and then allow you to maintain, an optimal level of financial balance. Watch on Dentaltown at http://bit.ly/DentistryUncensored311 Ivan Kirshner, DDS: Ivan Kirshner entered the financial services area in 1990 after leaving the private practice of dentistry. He attended the University of Arizona and graduated from the University of Tennessee College of Dentistry in 1968. In his first professional career as a dentist, Ivan served as president of several dental organizations and served on the board of his local and state associations. He has volunteered his services for underprivileged children and was on the board of directors of Crohns and Colitis Foundation of America – Arizona. Ivan began his second career after retiring from dentistry for health reasons. He has intensely pursued classes and continuing education in finance and economics with emphasis on Macroeconomic financial concepts since 1990. This has enabled him to assist hundreds of other health professionals in a unique way that they have not been exposed to before. He has taught seminars on personal financial economics to many study groups and schools and has published several articles in dental publications dealing with planning and insurance matters. Registered Representative of Park Avenue Securities, LLC (PAS), 5080 N 40th Street, Suite 450, Phoenix, AZ 85018. Securities, products and services offered through (PAS), (602) 957-7155. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Kirshner and Klarfeld Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA/SIPC Jeff Kirshner, CPA, PFS, MBA: Jeffrey Kirshner began his career in professional services in 1991 when he graduated from Arizona State University with a degree in accounting and went to work for Coopers & Lybrand, LLC in the San Francisco Bay Area. After earning his CPA and working several years in public accounting, he went back to school to earn his MBA in Finance and Marketing from the Marshall School of Business at the University of Southern California. Upon graduation, he went to work for Oracle Corporation where he implemented large scale financial and sales systems for medium to large companies. Jeff entered the financial services industry in 2001 when he joined Ivan and Michael. Jeff is a regular qualifier of the Million Dollar Roundtable and Guardian’s Leader’s Club. He is also a member of the Guardian’s Inner Circle for leading disability income agents. After years of study, continuing education and comprehensive planning with his clients, Jeffrey earned the Personal Financial Specialist (PFS) designation, a designation available only to CPAs that are members in good standing with the American Institute of Certified Public Accountants (AICPA) and that meet the comprehensive ethical, educational and professional foundation as determined by the AICPA. He works primarily with physicians, dentists and business owners. He also does frequent lectures and training seminars to other professionals in the area of Personal Financial Planning. Registered Representative and Financial Advisor of Park Avenue Securities, LLC, 5080 N. 40th Street, Suite 450, Phoenix, AZ 85018. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (602) 957-7155. Field Representative, The Guardian Life Insurance Company of America (Guardian, New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Kirshner and Klarfeld Financial Group, LLC. is not an affiliate or subsidiary of PAS or Guardian. www.kkfg.com
Mark Divine is from upstate New York, where he earned a a degree in economics from Colgate University and an MBA in Finance from New York University Stern School of Business. Mark’s first career was with Coopers & Lybrand (now PriceWaterhouse Coopers) as a Certified Public Accountant. Clients included luminous financial firms such as Solomon Brothers and Paine Weber. Four years after joining Coopers, Mark left behind the corporate world to pursue his vision to become an elite Navy SEAL officer. At 26 he graduated as honor-man (#1 ranked trainee) of his SEAL BUD/s class number 170. Mark served for nine years total on Active Duty and eleven as a Reserve SEAL, retiring as Commander in 2011. Mark embarked on his third career as an entrepreneur in 1996 by co-founding the successful Coronado Brewing Company (CBC) and founding the web e-commerce site www.NavySEALs.com. He later sold his interest in CBC, but continues to run NavySEALs.com as the leading web site for gear and information about the SEALs. In 2006 he launched US Tactical, a government contracting business where he gained contracts with Naval Special Warfare Group ONE for training support and with the Navy Recruiting Command for a nationwide mentoring program for SEAL trainees. This latter program was credited with increasing the quality of Navy SEAL candidates and reducing the attrition rate at BUD/s by up to 5% and was the inspiration for SEALFIT. Mark was an adjunct professor of leadership at the University of San Diego, where he left a PHD program due to the Iraq war Reserve call up. In Baghdad with the SEALs again in 2004, he conducted a special study for the DOD on the role of the USMC in the Special Operations Community. Upon return home he decided to focus fully on his business and family. Mark is an accomplished martial artist with black belts in Seido and Goju Ryu Karate, a military hand to hand combat certification in SCARS and senior ranking in Saito Nijutsu. He is teacher trained in Ashtanga Yoga, and created the innovative Unbeatable Warrior Yoga program taught to his students. After working with thousands of special ops candidates and professionals developing mental toughness, Mark self-published his first book Unbeatable Mind in 2011 and launched the at-home study program www.unbeatablemind.com. He is also the author of The Way of the SEAL published by Readers Digest and 8 Weeks to SEALFIT published by St. Martins Press. SEALFIT is uniquely effective at developing elite level physical fitness and mental toughness. The program has helped thousands to operate at an entirely new level in their personal and professional lives, and is used by military, first responders and sheepdog-like professionals of all stripes worldwide. Mark is a highly sought after speaker for corporations where his Unbeatable Mind program is helping to forge mental toughness among business leaders. He lives in Encinitas, CA., several blocks from the SEALFIT Training Center, the 20,000 square foot facility where he enjoys training with his family and team. Twitter: @SEALFIT & @Unbeatablelife Web pages: http://sealfit.com http://unbeatablemind.com http://navyseals.com Facebook: https://www.facebook.com/UnbeatableMindAcademy/?fref=ts https://www.facebook.com/sealfit/?fref=ts Serving over 3 decades in the military as an Airborne Ranger, a Special Forces Operator, and finally as an Emergency Medicine Physician assigned to Special Operations, Mike Simpson is well acquainted with what it truly means to be a warrior. As a board certified Emergency Medicine Physician, and a practicing fight doctor, Mike works extensively with Mixed Martial Arts (MMA) fighters, law enforcement, and military organizations providing medical care and training. As one of the foremost experts in both tactical medicine and combat sports medicine, he is highly sought after as a lecturer and instructor. Now, as host of the Mind Of The Warrior podcast, Mike shares his knowledge, and that of his guests, in an effort to spread to warrior ethos to the general public. Website: http://www.hoplonmedical.com Email: hoplonmedical@gmail.com Facebook: https://www.facebook.com/hoplonmedical Twitter: @MMA_Doctor
Sue Allon launched Allonhill with a mission to reinvent the mortgage due diligence industry. Prior to Allonhill, she introduced credit risk management to the mortgage industry when she launched The Murrayhill Company in 1997. At Price Waterhouse, and Coopers & Lybrand she was a manager in the asset resolution practice.
The Heritage Region of the International Association of Business Communicators will hold its 2012 conference, “Find your bridge,” in Pittsburgh October 12-14. This is the latest in a series of podcast conversations with top presenters from the conference discussing the topics they will cover in their conference appearances. James Cerruti, Senior Partner, Strategy and Research, Brandlogic In this program, we speak with James Cerruti, senior partner for strategy and research with Brandlogic. His presentation at the Heritage Region Conference will focus on “Sustainability and Corporate Reputation: The Keys to Leadership.” James will report on BrandLogic's second annual Sustainability Leadership Report, a landmark study of real vs. perceived sustainability performance for 100 leading global companies. You can learn more about how to “Build Your Bridge” to communications success by attending the IABC Heritage Region Conference, Oct. 14 -16, at the Westin Conference Center, Pittsburgh. Register at: www.iabcheritageconference.com. Biography James Cerruti brings to his senior role with Brandlogic over 20 years of experience in leading strategy, marketing, and brand consulting engagements, in North America and worldwide. His consulting career includes executive posts as the president of Vivaldi Partners, a New York City-based marketing and brand consultancy; as one of the founding partners of FutureBrand, and as a director with Coopers & Lybrand. His numerous brand strategy clients have included: Allianz, Bank of Montreal, CarlsonWagonlit Travel, CNA Financial, Deloitte, Deutsche Telecom, Dun and Bradstreet, First Union, FleetBoston, Hyundai Kia Motors, KPMG, MasterCard International, Merrill Lynch, Olympus, PNC Bank, PricewaterhouseCoopers, RBC Financial Group, Remy Cointreau, Scudder Investments, Siemens, State Street Corporation, Telefonica, US Bancorp and Zurich Financial Services. James holds an M.B.A. in International Business from the Monterey Institute and a B.A. in Greek Archeology from Antioch University. He is fluent in Greek and conversational Spanish and French. His work has been published in the Journal of Business Strategy, among others. Subscribe to the RSS feed in a reader Subscribe to the IABC Heritage Region Conference Podcasts in the Apple iTunes Music Store.