Podcast appearances and mentions of David Steele

Powered by CJ Moneyway Media and Bleav Network. Most entrepreneurs spend their lives trying to master one business. David Steele chose a different path. As CEO and Co-Founder of One Wealth Advisors, David helps oversee a $1 billion independent wealth advisory firm. At the same time, he's the Co-Founder and Executive Chairman of Flour + Water Hospitality Group, one of the most respected restaurant groups in San Francisco. But David's story isn't simply about building businesses. It's about creating culture. It's about community. It's about using entrepreneurship as a vehicle for impact. In this episode, we discuss: • Managing a $1 billion wealth advisory firm • Building acclaimed restaurants in one of America's toughest markets • Balancing multiple passions and industries • Leadership and entrepreneurship • Philanthropy and creating positive change • Why success and happiness aren't always the same thing • The mindset behind becoming a modern Renaissance entrepreneur   Because business isn't just about building wealth. It's about building things that outlive you. If you're new here, welcome to The CJ Moneyway Show. We believe success is measured by seeds planted and lives impacted — not vanity metrics. Legacy Over Likes. Brick By Brick. Podcast: https://pod.link/1707761906 Website: https://cjmoneyway.com Author Page: https://amzn.to/3WnTTYx Instagram: https://instagram.com/c.j_moneyway LinkedIn: https://www.linkedin.com/in/corwin-johnson-3b7b51aa ️ YouTube: https://www.youtube.com/@themoneywayshow8493 Rate the Podcast: https://ratethispodcast.com/cjmoneyway CJ Moneyway Listener Benefit — $40+ savings: https://readyrx.com/treatments/se?coupon=cjmoney #CJMoneywayShow #DavidSteele #Entrepreneurship #Leadership #LegacyBuilding #WealthManagement #Restaurants #FlourAndWater #Business Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Steele manages a world-wide consultancy usually involving how to manage relationships with customers.  

ON TODAYS PROGRAM… MIAMI IS THE REAL 2026 SEASON OPENER!! TURKEY GP RETURNS FOR 2027! JEAN ALESI CRASHES HIS 1969 312 FERRARI AT THE MONACO HISTORIQUES! TOTO KEEPING HIS CARDS CLOSE TO HIS CHEST! BYD ARE TALKING WITH DOMINICALI!!…..AND…. FERNANDO'S VICTORY OVER THE RED BARRON WAS 20 YEARS AGO! AND… THIS WEEK'S NASIR HAMEED CORNER WE HAVE: JEROME D'AMBROSIO AND LANDO NORRIS AT DONINGTON 2015!! On 24 April 2005, the San Marino Grand Prix at Imola became one of the defining races of Fernando Alonso's first championship season. He won for Renault, but the result is remembered above all for the final laps, when Michael Schumacher brought the Ferrari close enough to make every corner matter. Alonso had started second. Schumacher had started 13th on the grid after a difficult qualifying session, yet as his pace came alive, it transformed the afternoon. Kimi Räikkönen had led early for McLaren before retiring with a driveshaft problem, and Alonso inherited a race that soon became a test of control as much as speed. In the closing phase, Schumacher was the faster driver. He had the Ferrari underneath him, the experience of seven world titles behind him, and a circuit where passing was difficult. Alonso had track position, a Renault R25 to protect, and no margin for error. For lap after lap, he placed the car exactly where it needed to be. Alonso crossed the line just 0.215 seconds ahead of Schumacher. After the later BAR-Honda disqualifications, Alexander Wurz was classified third for McLaren Mercedes. Imola 2005 remains a clean piece of Formula 1 memory: pressure, restraint, and two drivers at different points of their stories meeting at the edge of a changing era. Machismo! We spoke with former World Drivers' Champion Nigel Mansell after the regulation refinements were announced and he shared his views. Here's a summary of what he said: It's fabulous that everyone's talking and this is a massive change "I think the fabulous thing is that everyone's talking. It's been a massive change in regulations, both with the car and the engine. I think there's going to be improvements with the harvesting of power. Hopefully, they won't be slowing down too much into some of the corners now.” "I think it is so vitally important for the drivers to be able to drive the cars to the maximum, as opposed to having a computer telling them when they can brake or can't brake. Fernando Alonso made us all laugh by saying that his chef could drive the car better than he could at the moment.” "We have to get back to normality. Formula One is the grand stallion of all racing worldwide and we mustn't lose sight of that. And as technology gathers pace, they can do these other tweaks to do 50/50 later but they just need to give more power to the cars at the moment to go racing.” I'd like to see more power to the elbows of the drivers "In engineering terms, if it's not broken, you don't try to fix it. People don't understand that there's major changes which have been in place for some time. It takes a lot of time for all the teams and manufacturers to put it all together.”   "So the complexity of the rules is enormous and if you don't get it right, along with the combination of the power units, harvesting of electrical power, and so on and so forth. It's a minefield.”   "Drivers can fall foul of so many regulations and yet it's the computers doing it all. I'd just like to see more power to the elbow of the drivers, as opposed to computers doing it.”   "Going back to the 70s and 80s, 90+ percent of the engines were Cosworth DFV. Everyone had the same engines pretty much and we had fantastic racing. You knew the cars, the drivers, the tyres, the mechanics and the engineers made a huge difference.”   "Yes we're in the computer age but racing should be as stable as it can be, for everyone to be able to catch up to compete. Everyone's mooting it would be great to have the V10s back for the noise. If you're a purist, the answer is yes. Everybody makes their own V10 and it'll sound fantastic because it's the pinnacle of motorsport.” Challenge for F1 is to balance technological advancement and "racing" "I have tremendous sympathy, and support the drivers one hundred percent with what they're saying. They need to be listened to. They've got a job to do and they do a fantastic job, all of them.”   "It's all well and good, coming up with new ideas and regulations. All I'd say to the powers that be is that they've done a fantastic job but they have to work and they have to be able to be implemented safely and properly.”   "When they've tweaked it enough that it works, it's fantastic. But until it does work properly for everybody, we need to keep tweaking it, I think urgently now so that we get the show on the road.”   "As long as it doesn't carry on for much longer they'll be fine. They're all doing a great job. What the manufacturers have done, the FIA, the governing body and Liberty Media themselves.”   "They mustn't lose sight of the fact that the cars need to race properly. It has some growing pains but it has been the most difficult start of any year because they've had three races and then this month or so off. And now we've got Miami so I think everyone's excited about that at the end of next week as we can get racing again.” Mercedes still have the advantage despite regulation refinements "If you're Mercedes you must be incredibly frustrated because you could have gotten a big lead in the championship.”   "The people who are struggling, they'd go 'oh, thank you!'. They get a bit more time to sort things out and get ready for the next race.”   "It's on both ends of the spectrum. Some people are going to feel very comfortable with it and some will feel frustrated. It's racing anyway. There's always something going on.”   "I don't think so (Mercedes and Toto Wolff being disappointed) because we haven't had a proper race yet, if you're a purist. Mercedes have done such a fantastic job, they'll have an advantage all through the year. Their engine is better than anybody else's.”   "We're talking purely here about harvesting power and drivers being able to race the cars on the track and at every corner as much as they can. So it's a different thing altogether".   "I still think Mercedes will have an advantage all through the year but it's a big development. It's a big development with the cars, with the engines. A month is a very long time and we could see a lot of changes in Miami. Once we get racing properly, everything can stay stable again. It's just that everybody is not racing properly at the moment".   These regulation refinements make Miami GP the first pivotal race of the season   "I hope everything settles down and we have a great race in Miami.”   "I think Miami, because the focus is on it, could be one of the pivotal races this year with all the new tweaks. I think Miami's got hype because obviously without going into the negativity of what's happening in the war, with this month off, everybody's hungry to go racing again. So Miami's going to be under the microscope, and I think it's going to be a fantastic race down there.”   "Well, I'll let you know firsthand I'm gonna be there this year for one of the days, so I'm gonna go and have a look. This is my first time in Miami. I haven't been there but Miami is a great spectacle. I think every year when any race returns, there's improvements.”   "I'm very optimistic that Miami will be a much better presentation.” Stovebolt Special Returns to Pebble Beach Decades after Historic Run in Last Road Race   PEBBLE BEACH, CALIFORNIA (April 22, 2026) — At the drop of the green flag, in what was to be the very last road race at Pebble Beach although no one knew that then, two-time past winner Bill Pollack jumped into the lead in a much-modified car that would come to be known as the “Stovebolt Special”—a 1950 HWM fitted with experimental disc brakes and the very first Chevy V8 to be used in road racing. The date was April 22, 1956. For a brief time, the car led the Ferraris of Phil Hill, Carroll Shelby, and Ernie McAfee as well as every other car in the race. It was powered to win—and might have done so but for the many tight corners of the tree-lined course, which the just-completed special struggled to navigate since its handling was not yet dialed in. Ultimately it finished sixth overall—a fine achievement in a field comprising the top sports racing cars and drivers of the day.  Although the Stovebolt Special now resides in England with renowned auto journalist and current owner Simon Taylor, it will return to Pebble Beach this August for the 75th celebration of the Pebble Beach Concours d'Elegance, an event that began in tandem with the Pebble Beach Road Races in 1950.  The HWM had already lived a long and storied life when it raced at Pebble Beach. In original form, as a works race car bearing a four-cylinder two-liter Alta engine, it served as the steed for Stirling Moss in his first paid competition. He raced the car for HWM throughout much of the 1950 season, recording several fine results including a third-place finish behind the Alfas of Giuseppe Farina and Juan Manuel Fangio in the Bari Grand Prix. With Johnny Claes at the wheel, the HWM won the Grand Prix des Frontieres. It was also driven by Rudi Fischer and Raymond Sommer.  A few years later, the car was sold to 20th Century Fox to be used in the film “The Racers,” starring Kirk Douglas—and was crashed in accord with the script.  It was Tom Carstens who bought the wreck and resurrected it for Pebble Beach, not simply rebuilding it, but doing all that he could to improve the chassis, transmission, and body. The new Chevy V8 engine was bored and stroked to just under five liters by Bobby Meeks at Vic Edelbrock's shop and then was fitted in the car by Eddie Kuzma, who managed that task by repositioning the firewall and fabricating new rear bodywork. Ted Halibrand's shop added a quick-change rear axle and the disc brakes.  The finished creation was called the Stovebolt Special by “Sports Cars Illustrated” magazine—and the name stuck. The return of the Stovebolt Special to Pebble Beach is made possible thanks to Simon Taylor as well as the American Hot Rod Foundation (ahrf.com), particularly founder Steve Memishian and foundation manager David Steele.The “Stovebolt Special” among several race cars in competition at the very last road race through the tree-lined course in Pebble Beach. Photo Credit: Julian P. Graham / Pebble Beach Company Lagorio ArchivesThe 75th Concours will pay tribute to its historic ties in racing as well as the many “first-ever” gatherings of cars that have made it famous. The former road racers will be showcased in two special classes, one focusing on cars that raced in close-to-original form as made by their manufacturers and the other focusing on specials that were much modified. The event will also feature cars ranging from early American Speedsters to Ferraris and Japanese race cars, and the latest new creations and dream cars will be displayed on the Concept Lawn.  ZHENRUI CHI JOINS THE ASTON MARTIN ARAMCO FORMULA ONE™ TEAM DRIVER ACADEMY 22 April 2026, AMRTC, Silverstone, UK: The Aston Martin Aramco Formula One™ Team is pleased to announce that Zhenrui Chi has joined its Driver Academy. The 17-year-old, regarded as one of China's most promising young drivers, becomes the latest addition to the Academy's expanding roster as the team continues to strengthen its long-term pathway for developing emerging talent from across the global motorsport landscape. As a member of the team's Driver Academy, Zhenrui will race in an Aston Martin Aramco-liveried car, introducing the marque's iconic green to the Formula Regional grid. Zhenrui's signing follows a comprehensive selection process carried out by the team's Driver Academy programme, which first saw him driving at its evaluation day in Mugello before tracking his impressive 2025 campaign. Over the course of the season, he demonstrated consistent front-running pace and racecraft across European and Middle East F4 categories, delivering a series of standout performances that underlined his talent. As part of the Aston Martin Aramco Driver Academy, Zhenrui will take part in a tailored development programme designed to support every aspect of his motorsport progression. The programme includes racecraft mentorship from experienced team personnel both trackside and at the AMR Technology Campus, physical conditioning, and a dedicated media and communications training to prepare him for the demands of professional motorsport. Zhenrui Chi, Aston Martin Aramco Formula One™ Team Driver Academy: “Joining the Aston Martin Aramco Formula One™ Team family is a huge honour for me. It's a great responsibility, but also an incredible opportunity and motivation to keep pushing myself to the next level. Knowing that I have the support of such an iconic team, with all its experience and expertise, gives me a lot of confidence for the journey ahead. I know the road will require hard work and dedication, and I'm fully aware that I have to continue to prove I deserve this opportunity. I'm ready to give everything I have and I can't wait to start this journey with Aston Martin Aramco.” Nuno Pinto, Racing Director, Aston Martin Aramco Formula One™ Team Driver Academy: “Zhenrui is exactly the kind of talent our Academy exists to find. We first saw him at an evaluation test in Mugello and were immediately impressed by his ability and approach. We then followed his progress through the rest of the 2025 season, where he showed not only pace but also strong consistency in one of the most competitive junior categories in racing, Italian F4. We are delighted to welcome him to the Academy and to support his development through our programme at Silverstone. With the resources of the AMR Technology Campus and the environment we have built around our drivers, we believe we can help him to continue to grow. This is a long-term partnership, and we are looking forward to the journey ahead together.”

https://youtu.be/vmziYo0mPmE David Steele, serial entrepreneur and Founder and CEO of One Wealth Advisors, is driven by a simple but powerful mission: helping people. Whether through wealth management, hospitality ventures, or advising founders and leadership teams, David sees all of his businesses through one lens—service, care, and improving the lives of the people they touch. We explore David's OKR Goal Setting Framework—a practical system for turning intention into results: identify, articulate, share, measure, and execute. David explains why limiting goals to just a few priorities creates clarity, how articulating and sharing them builds accountability, and why consistent measurement and execution are what ultimately drive outcomes. He also shares how this framework applies differently in life versus business, why simplicity beats complexity in strategic planning, and how a hospitality mindset fuels both growth and long-term client loyalty. — Set Goals in 5 Steps with David Steele  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is David Steele, a serial entrepreneur and the Founder and CEO of One Wealth Advisors. David, welcome to the show.  Oh, thanks for having me.  Well, great to have you. You have a very interesting career and interesting businesses, and you keep a lot of balls in the air. So I'd like to dig in. I was very interested in what I read on your website about your personal mission and why you do things. So would you mind sharing with our listeners what your personal “why” is and how you are manifesting it in your business and businesses?  My personal why—it's always people. And everything I've done in my life is about figuring out ways that I can help people.Share on X I have done so in what is seemingly different businesses. My primary role is founder and CEO of a wealth management financial planning company called One Wealth Advisors, where we work with a little over 400 families, helping them manage their financial lives. But I’ve also created two restaurant companies that are, I think, involved in the conversation around culture. They’re cool, they’re interesting. They currently have seven restaurants combined, with four more opening over the next six months. And these are seemingly different businesses, but for me, it's really about people. The financial planning company, I see as a hospitality business—we serve people. I’m very skeptical of the majority of the financial services industry, which tries to sell their value proposition on their technical wizardry or perspective on investing or tricks or whatever. And for us, it's like—that's commoditized. Everybody’s doing the same stuff. Our value proposition is that there is nobody who will envelop you with more care, love, service, attentiveness, responsiveness, and proactiveness in the industry than we will.Share on X And we can compete on that. And when I describe my financial planning company that way, and I then talk about restaurants as hospitality businesses—which is not much of a stretch—where we envelop people with deliciousness and great service, the common thread comes through. But maybe the deeper common thread for me is my partners in these different businesses. My role in their lives is to help them—as individuals, as partners in our companies—to live happy, peaceful, productive lives and to feel valued. So for me, I do the same thing every day, all day—but everyone else sees these different weird things. I’m the board of a coffee shop company, another restaurant company, a music band management company, and a music production company. And my view on all of those is that I'm there to provide hospitality and service to the founders and the executive teams of those companies. So for me, it's all about people.Share on X Very interesting. I mean, the hospitality angle and the quality-of-life angle—I saw it on your website. You really don't talk about financial performance there at all. You talk about how to improve the life of your clients. That’s kind of the big theme there. And I like the blogs as well—that also comes back to the quality-of-life theme. So anyhow, I don't want to get too deep into this, because what I'm curious about is frameworks. This is a podcast about frameworks, and I wonder—what is the framework that has worked in your life that is simple to explain, maybe three to five steps, that you could share with the audience? Something they could use to help their own businesses or themselves by implementing or thinking about things in a clearer, simpler way. It's so basic. The key to life, in my mind, is so basic. Identify goals—two to four. More than five is probably too many. And I don't care if it's for your business, your life, a relationship—I don't care what it is. Actually identify those goals. Articulate those goals—clear, concise, as few words as possible. Try to apply some type of measurement to those goals. And then once those goals are articulated, you can measure them, whether they succeed or fail. It becomes pretty clear what a strategic plan might look like to achieve those goals. And I think that goal setting is human magic.  I've written a couple of life plans throughout my life, and I never looked at them again after writing them—until many, many years later. And lo and behold, I achieved everything I’d written on those life plans. I usually don’t look at them for 10 years. And I just think the clear articulation of the goal, sharing the goals with people—because then you become accountable, to yourself and to them—it's out in the world. You're going to achieve those things.Share on X Okay, so identify, articulate, share, measure, and execute—is that the framework?  That’s it.  Yeah. Love it. That’s great. Yeah, I mean, goals do have a magic to them, so if you don’t ever look at them, how do you not forget them?  I think that’s the human magic part. I mean, for a business, I do believe goal setting and strategic planning should be a continual process. For life planning, I think it's probably okay to articulate your goals and maybe not look at them again. And I don’t necessarily think for life planning you need to have a written strategic plan. The human magic part is that if you say you want to do something in life, and you articulate it and you share it with people, the human magic part is it’s now present forever in your subconscious. And so energetically, you’re going to, I think, very naturally orient yourself around those goals just simply in your everyday existence. And I think that’s for maybe for life planning. For businesses, I do think it’s best to have a framework for this, and so my businesses use, and I don’t care what the framework is—we use objectives and key results, OKRs. They're pretty commonly used now. And I don’t care if you use KPIs, OKRs, or whatever it may be. You and your team should sit down each year, and ideally you already have a long-term vision for the company, which should be pretty concise and focused. And then your annual goal setting in between and what I’ll call tactical plans or mini strategic plans that you can then look at each quarter. With the objectives and key results, we assign a leader to each objective. The leader understands that they are tasked with organizing the necessary team members to achieve the goal.Share on X We have key results that we define in our annual strategic planning meeting, and then we have quarterly check-ins. I’m the CEO of the financial planning company, so I check in with each leader every quarter to see how they’re progressing on their objectives and the key results for those objectives. And then for the restaurant companies, I am the executive chairman of both of them and a co-founder. I meet with the CEO, and then the CEO meets with the team to check in on their progress of their goals. So the human magic part is this idea that you can just say, “I want to do this thing,” write it down, and not look at it again. But for business, I do think it requires a more consistent, structured, written approach.  So help me with these OKRs. I mean, I’m familiar with the OKRs, but what I've always wondered is, when you have key results for every objective, then is this not too limiting in terms of having to choose the kind of objective which you can measure with the key results, as opposed to—and maybe this is my blind spot here. Maybe there are objectives that don't really lend themselves to regular measurement of key results, but because they are maybe binary. Either we acquired this new location or we didn’t, there’s not really much key results other than it has to be a size, profitability, whatever. So I don't know—maybe I'm rambling here—but what's your view on this?  Well, I mean, I would push back a little bit on that. Let's say your objective is to acquire—through vertical or horizontal integration—another business. I think a key result could be, over the course of the year: what is the process by which you're identifying potential companies to acquire? What is your vetting process? What is the activity around outreach, vetting, and analysis? Maybe sometimes there's a bit of a square peg, round hole problem with this, but I don’t think there’s a negative to articulating the binary objective, even if it’s imperfect key results that you’re going to be using to measure them. Yeah, I think I need more clarity on this. I always thought of the two sides of the coin is you’ve got the easily measurable things, which typically pertain to the business—growing the business, executing processes, doing sales activities, this kind of stuff, which is working on the present. And then you have those bigger—what do you call them—OKRs or Rocks—those big objectives that is going to build more capacity in your business for the future so that you can expand the business. That might be hiring a key executive to own your marketing function, where key results are maybe trickier to define, but it's really important for the future. Do you see any distinction between these two?  I mean, maybe—but let's go back to the original point. What started this conversation was that I think you should have a framework. I don't really care what the framework is. All I'm arguing for is identifying and articulating goals, and figuring out some kind of strategic planning process to achieve those goals. I actually don’t really care what it is. I've consulted with a number of businesses—helping entrepreneurs start businesses, probably close to eight now—and I'm always surprised that something as simple as writing down goals, articulating them, measuring them, and building a plan around them is not natural to most people. I think if people just start with the basics, they're already ahead of most. And this is about as basic as it gets.  Yeah, that’s true. So what drives growth in your business, in the One Wealth Advisors business?  We're in a very luxurious position, and I tell people I'm the richest person they've ever met. And people are like, “What?” And I say, “Well, I have everything I want, and you can't be richer than that. There's no such thing as richer than having everything you want,” at least the way I define it. And where I'm going with this is—I've tried to espouse a philosophy across the company that every team member should spend less than they make, no matter what. And not overextend themselves with commitments—like a mortgage—that causes stress and anxiety and so forth and so on. So there’s a fiscal discipline and that’s espoused across each team member, and most importantly, me and my brother—we started the company together, and we're the major shareholders. If we take that approach, that’s number one. The second thing is—we don't have any sales, marketing, or business development efforts whatsoever, which is shocking to 99% of business people I talk to. But it's grounded in a philosophy that the greatest salespeople we're ever going to have are our clients—talking to their friends and their network. And if we put literally 100% of our effort into serving our clients for free—they'll spread the word. They’ll be so excited about what we do for them and with them that they will be more than willing that if somebody asks them who they should talk to or work with, the answer is us. We've been doing that for almost 20 years now. The practice started 35 years ago, but we've been operating this way for almost 20 years.  And our annual growth rate is about 20% a year, without any business development or marketing whatsoever. We could probably be growing more than that, but we keep our spending in check. We don’t overextend ourselves, so it doesn't force us to stay on that treadmill. The idea of being on a treadmill—having to grow just to keep up—causes me stress and anxiety, and I don't like that. So that's One Wealth. Now, restaurants are a less good business. My financial planning company will do seven and a half million in revenue this year with 13 employees. My first restaurant company will do $30 million in revenue with 350 employees. It's a much more labor-intensive, harder business. And the people I started the restaurant companies with—just to be blunt—for them to build wealth so they can afford to take care of their families the way they deserve to, for their talents and their creativity, et cetera, et cetera, you need to grow. And so the way we define growth in the restaurant company, just frankly, is through building the organizations so they are ready to scale.  That means having leadership that's trained, has mastery, and understands how to lead each level of layers of management, and then opening new restaurants. Or with one of our companies, it's a line of consumer packaged goods. The Flour + Water Hospitality Group is my first restaurant company, and we've launched frozen pizza in 40 grocery stores, and we have dried pasta in 75 stores now. And we're going to really try to grow that. And that’s measurable, right? It's new restaurants, more grocery stores, more revenue. So we're a bit more intentional about growing those businesses.  That’s really interesting. So when you grow an asset management firm by 20% over 20 years, then maybe half of that comes from the appreciation of the assets, doesn't it? No—and I know where your head went, which is the S&P 500 has grown at about 10% a year over the last 100 years. But the truth is, about 55% of our clients' assets are in equities on average, and about 45% are in bonds. If you're younger, you have more equities; if you're older, you have less. But the average annual return for a portfolio like that is probably closer to about 6.5%. So about a third of our growth has probably come through market appreciation. We don't generally lose clients, so your math is clean, right? If we lost clients, we'd have attrition and would need to replace them, which doesn’t really happen for us. So about maybe two-thirds of our growth has come from referrals.  Yeah, that's pretty cool. I mean, I've also learned that if you have a business with high churn, then you have no time to serve your customers.  And if you’re spending a lot of effort on business development, you’re spending less time on serving your customers, and you’re going to have higher churn.  They're not going to refer you, because they're not getting great service—and then they churn instead of referring. So it's very smart.  We do an annual survey of our clients, and we always score above 95% in terms of satisfaction. We also do an annual survey with our team members, and we score really high there as well. The greatest evidence of that is our turnover is damn near 0% since we launched the company. Generally, people who work with us don’t leave us.  That's awesome. So you're doing a lot of things right. It seems like you have a clear plan, you’ve got strategic planning, you understand what you want, what you need, what you don’t need. What is one thing that you are actively trying to figure out in the asset management business? Well, we launched—unfortunately—a tax practice this year. I say “unfortunately” because we had no interest in competing with CPAs. Historically, we referred our clients to CPAs. But there's a problem in the tax business. My assessment is that taxes are becoming more complex, not less. Less people want to become accountants and there’s a supply-demand problem with accountants. And the existing accountants, in my view, have taken on too many clients, and their service has deteriorated. We get more and more complaints about clients dissatisfaction with their accountants than anything else in our practice. So we finally said, “You know what?  We're going to beta test a tax practice.” We're doing tax returns this year for 15 clients. I never wanted to do this type of business. It actually makes sense, because financial planning and tax are deeply intertwined. The fact that they were ever separate disciplines, in retrospect, doesn't make much sense. So I'm glad I'm being forced into it—but it's a problem. I'm not sure how good we are at it yet. I hope we don't mess it up too much this year with these 15 clients, and I hope we eventually really good at it. But it’s the problem for me, and I’m not happy about it.  So you said there are 13 people in the wealth management, so you have a couple of people on the tax side?  Yeah, we have, call it, one and a half people dedicated to tax. And then we've partnered—well, there's one more variable in tax, which is interesting. I believe AI will eventually do 90-plus percent of the work that an accountant does. There's an intersection—or an inflection point—that hasn't been hit yet, which is: fewer accountants, more complex tax work, and AI hasn't solved it yet. My hypothesis is that we can start to develop the muscle memory and mastery around doing tax. Eventually, AI will be such a strong support that we'll be able to do tax returns for all of our clients with a relatively small number of people. That’s our hypothesis. In the interim, we've partnered with a company called April, which is a venture-backed startup that provides the analysis and tax return preparation. So we have one and a half people who organize the tax work for our client base, but then the actual heavy lifting of the analysis is done by April. And if April is listening to this, it's fine when I say we're perfectly happy to replace April with AI once AI is ready—but it just isn't ready yet. So we're just getting started on something that we believe will eventually become relatively easy. But right now, it's still a bit clunky.  I don't know if it was Warren Buffett or someone else—maybe his partner—who talked about how important tax planning is in actually making money. If you do the right kind of tax planning, it's basically one half of the return you can make just by optimizing your taxes. Would you agree with that?  Well, I don't know that I'd be comfortable making a blanket statement like “one half.” I think the wealthier you are, the higher the probability that with advanced tax planning, the net impact on your wealth over time could be more than half. I mean, think about estate planning. We have a client, for example—a taxable estate is one where your net worth is over, I'm going to simplify, about $13 million per person. So for a married couple, $26 million. Anything over that gets taxed at—again, I'm averaging—around a 50% estate tax when you die. Okay, so what can you do? You can, while you're alive, give away some of that $13 million instead of waiting until you die. How can you do that? Maybe you make investments in your kids' names rather than your own, so it's not part of that $13 million. We had a client, for example, who invested in a company that ended up being worth $60 million. But guess what? That $60 million was not in their name—it was in their kid's name. So it skipped a generation. So what is that worth? Fifty percent of anything over $26 million in estate tax—what is that worth in terms of average annual return? I don't know—you can't really calculate it cleanly. But it's millions and millions of dollars. Yeah, so it's very high leverage—that's the point.  Yeah.  That's amazing. I mean, you shared some really great ideas here. I like the framework: identify your goals, articulate them, share them with other people. I like the sharing because it basically creates some peer accountability, right? And also people are then aligned with what your context is. So that’s great. Then measure and execute—that's great. We talk about OKRs, we talk about tax planning, and the philosophy of building businesses—the difference between a business that needs to grow and one that can grow more organically. That’s amazing. Is there anything else you'd like to share with our audience? And then I’m going to ask you, of course, if people would like to learn more about what you do and would like to learn more about One Wealth Advisors, where should they go and where can they learn more? But first, what's your final message to our listeners? Well, you didn't rehash the first thing I said, which is—it's always about people. It’s always about people. Everything one does in life, in my opinion, should be in the service of others somehow. And I think that's what gives us our greatest sense of satisfaction, self-worth, and place in the world. So I really want to leave people with that message. In terms of reaching me, I have a website I built, because I do a bunch of different things. One Wealth Advisors has its own website, which you can easily search, but I also have davidsteele.xyz, which primarily points to One Wealth, but then points to the other stuff I do, including other businesses I’ve started, and the boards I’m on, and the consulting work that we do. Okay, that's definitely worth exploring. So check it out. And if you enjoyed this conversation and you're listening here, don't forget to subscribe and tune in, because every week I have an exciting entrepreneur coming on the show to share their learnings and insights. Important Links: David's LinkedIn David's website One Wealth Advisors website

Legendary Orlando Magic Broadcaster David Steele joins Game On for the Magic Word! Anthony Black is back! How refreshing was it to see the Magic have good bench play? How sad is it to see the Fanduel Sports Networks go away? How can the Magic stay Locked In going into there Post season run?

There is always the "winners" and "losers" in free agency Bianchi and Kravitz go through some of the moves made from the teams in the sunshine state and rank them from worst to best! Chris Perkins from the Sun Sentinel joins Game On to talk about the huge shake up for the Dolphins, Legendary Orlando Magic broadcaster David Steele joins Game On for the Magic Word, The Money Man from Spotrac.com Mike Ginntti joins Game On to breakdown all these Moves in free agency and Orlando Pride Coach Seb Hines joins Game On!

legendary Orlando Magic Broadcaster David Steele joins Game On for the Magic Word! What does David think of Paolo's reawaking since the all star break? What took so long for the defensive side of the ball to click for the Magic? Does David agree with Steve Kerr saying they should shorter the season, Where did 82 games come from anyways? How important is this game on Wednesday against the Cavs for the Magic?

David Steele from Reel Talks joins us this week to talk about the cult-favorite '90s film Rounders. With an all-star cast and a gritty look at the underground poker world, this underrated gem helped spark a passion for poker and has remained a deep personal favorite for David. We dig into what makes Rounders endure, its memorable performances, and the great memories tied to one of the most quotable poker movies ever made.   Reel Talks   Catch up with us on Twitter: @ILTMPodcast   Instagram: @ILovethatMoviePodcast   Support us on Patreon:   https://www.patreon.com/Ilovethatmovie

Orlando Magic Play by Play Announcer David Steele joins Game On for the Magic Word! How Important is the upcoming game in Berlin for the Wagner brother's? BK puts on his tin foil hat and breakdowns all the reasons why he thinks Franz is playing Berlin. Moe Wagner made his return last Sunday and made an instant impact how Important is Moe Wagner to this Orlando Magic Squad?

Orlando Magic Broadcaster David Steele Joins Game On for the Magic Word. Is it surprising how the Magic Players are getting so hyped about the NBA cup? What is the Magic's injury report looking like after most starters missed the game in Boston? How has David liked the NBC presentation?

Send us a textWhat does it take to rise from childhood hardship to building multimillion-dollar companies rooted in service, integrity, and relentless discipline? In this powerful episode, David Steele shares the real, unpolished story behind his journey — and the mindset frameworks that changed everything.Raised in poverty, emotionally isolated, and shaped by early trauma, David developed a tenacity that carried him through rejection, failure, and uncertainty. From 500 cold calls a day as a young stockbroker… to walking away from a lucrative career because it didn't align with his values… to building One Wealth Advisors ($1.3B AUM) and the acclaimed Flour + Water restaurant group — his life is proof that success is a byproduct of serving others.

In this episode of the XS Noize Podcast, Mark Millar is joined by Roland Gift — the iconic voice of Fine Young Cannibals and one of the most instantly recognisable singers in British music. With era-defining hits like "She Drives Me Crazy," "Good Thing," "Johnny Come Home," and their electrifying version of "Ever Fallen In Love," Fine Young Cannibals became global chart-toppers — selling over five million records and earning two BRIT Awards, an Ivor Novello, and three Grammy nominations. Their sharp, soulful sound continues to influence generations. Roland returns with two major releases — FYC40, a definitive 40-year anthology, and his brand-new festive single "Everybody Knows It's Christmas", showcasing that unmistakable voice in glorious form. Roland looks back on the band's beginnings, the explosive success of The Raw & The Cooked, and how his Otis Redding-inspired delivery fused with David Steele and Andy Cox's songwriting to create something completely unique. He also reflects on Fine Young Cannibals' continued cultural impact — including "She Drives Me Crazy" becoming the musical centrepiece of the 2025 Chanel campaign starring Dua Lipa and Jennie from BLACKPINK. We also talk about Roland's return to performing — touring with Jools Holland, shining at the 2022 Hootenanny, and his triumphant 40 Years of Songs tour, which launched with a sold-out London Palladium show. And we dive into "Everybody Knows It's Christmas" — a glam-rock, wall-of-sound celebration co-written with Ben Barson, full of warmth, nostalgia, and classic Roland soul. "Wherever you are I hope this song brings a bit of warmth, a smile, and maybe a bit of that Christmas magic your way." – Roland Gift Listen to Roland Gift discuss 40 years of Fine Young Cannibals, the making of FYC40, and the joy behind his new Christmas single — exclusively on the XS Noize Podcast. About The XS Noize Podcast With over 250 episodes, the XS Noize Podcast has become a trusted home for music's legends and trailblazers — a space where real conversations meet real stories. Hosted by Mark Millar, the show has welcomed an extraordinary lineup including The Charlatans, Gary "Mani" Mounfield, Glen Matlock, Miles Kane, Matt Berninger, Saint Etienne, D:Ream, Gavin Rossdale, The Farm, Snow Patrol, John Lydon, Will Sergeant, Ocean Colour Scene, Gary Kemp, Doves, Gavin Friday, David Gray, Anton Newcombe, Peter Hook, Razorlight, Sananda Maitreya, James, Crowded House, Elbow, Cast, Kula Shaker, Shed Seven, Future Islands, Peter Frampton, Bernard Butler, Steven Wilson, Travis, New Order, The Killers, Tito Jackson, Simple Minds, The Divine Comedy, Shaun Ryder, Gary Numan, Sleaford Mods, and Michael Head — among many more. Explore the complete XS Noize Podcast archive here New episodes drop weekly — subscribe for more in-depth conversations with the artists who shape our lives.

Nik talks Michael through a recent benchmark he worked with Maxim Boguk on, to see how quickly they could provision a replica. Here are some links to things they mentioned:Ultra-fast replica creation with pgBackRest (blog post by Maxim Boguk and Nik) https://postgres.ai/blog/20251105-postgres-marathon-2-012-ultra-fast-replica-creation-pgbackrestCopying a database episode https://postgres.fm/episodes/copying-a-databaseAdd snapshot backup support for PostgreSQL in wal-g (draft PR by Andrey Borodin) https://github.com/wal-g/wal-g/pull/2101Multi-threaded pg_basebackup discussion 1: https://www.postgresql.org/message-id/flat/CAEHH7R4%3D_GN%2BLSsj0YZOXZ13yc%3DGk9umJOLNopjS%3DimK0c1mWA%40mail.gmail.comMulti-threaded pg_basebackup discussion 2: https://www.postgresql.org/message-id/flat/io_method https://www.postgresql.org/docs/current/runtime-config-resource.html#GUC-IO-METHOD pgBackRest https://github.com/pgbackrest/pgbackrestAdd sequence synchronization for logical replication (commit) https://git.postgresql.org/gitweb/?p=postgresql.git;a=commit;h=5509055d6956745532e65ab218e15b99d87d66ce Allow process priority to be set (pgBackRest feature added by David Steele) https://github.com/pgbackrest/pgbackrest/pull/2693 Hard limit on process-max (pgBackRest issue from 2019) https://github.com/pgbackrest/pgbackrest/issues/696 ~~~What did you like or not like? What should we discuss next time? Let us know via a YouTube comment, on social media, or by commenting on our Google doc!~~~Postgres FM is produced by:Michael Christofides, founder of pgMustardNikolay Samokhvalov, founder of Postgres.aiWith credit to:Jessie Draws for the elephant artwork

Orlando Magic Play by Play analyst for Fanduel sports network David Steele joins Game On. What is one thing that hasn't clicked for the Magic this season. The Defense has been lackluster why is the best defensive player on the team Jonathan Isaac not playing? How does David Steele feel about the Gambling Scandal in the NBA?

Head coach of the Oklahoma Sooners Brent Venable said Oklahoma was the better team after losing to Lane Kiffin's Ole Miss team In Kiffin's press conference he took some shots back at Venable. Could this weeks Thursday Night Football game between the Dolphins Ravens determine a playoff spot? Kravitz tries to convince Bianchi one of those teams will make the playoffs. Jags Insider from ESPN Radio Mia O'Brien, and Orlando Magic Play by Play analyst from Fanduel sports network David Steele joins Game On

We're excited for this one… Comedian, host of “Inside Late Night” and contributor to “latenighter.com”, Mark Malkoff is here to discuss his new book “Love Johnny Carson” (out October 21)We're joined in studio by musician and massive Late Night fan, David Steele and LIVE via satellite, host of the Letterman Podcast, Mike Chisolm as well. Tonight is a deep dive into the history of Late Night television.Join us LIVE @ 5P pacific. Questions, comments, random thoughts… the chat will be open all night long.Thanks for being with us ❤️#latenightplayset #talkshow #podcast

All financial advisors are entrepreneurs, whether they know it or not.Transitioning from commission-based to fee-based planning is crucial for adding value.The restaurant business can be seen as an art form, requiring creativity and passion.COVID-19 presented unique challenges but also opportunities for profitability in restaurants.Maintaining a strong company culture is essential when scaling a business.Delegation is key to managing multiple businesses effectively.Your calendar reflects your priorities; make time for what matters.A clear value proposition is vital for financial advisors.Building relationships is more important than digital presence.Success in business often comes from promoting from within rather than hiring externally. **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

The way you develop and execute goals, choose connections to form relationships, and overcome limiting beliefs may be at odds with your definition of success.   There are pitfalls associated with the power of goal setting, but you can begin right where you are. Question the goals you set to ensure they genuinely reflect your aspirations and are free from family or societal expectations. Discard any ego-driven goals to uncover your authentic objectives. By cultivating deep, meaningful relationships, you can build a support system that helps you courageously confront limiting beliefs while staying true to your authentic self.   When you demonstrate genuine care and value for others, you create a cycle of positive, impactful relationships at all levels, which in turn fuels your goals.   In this episode of the BOLD Business Podcast, you'll learn that relationships are central to everything in life. Your dreams matter, so it's essential to articulate them clearly for yourself. Every business has a plan, as you've already answered THE question.   It's time to tap into the human aspect of goal setting by listening to the conversation between Jess Dewell and David Steele, Founder / CEO of One Wealth Advisors and Co-Founder / Executive Chairman of Flour + Water Hospitality Group. They discuss the human elements of goal setting, and David emphasizes the importance of rigorously examining your own goals to ensure they are authentic and not based on ego or external pressure.   --------------------   If you want to identify business bottlenecks, the necessary skills, the initial actions to take, the expected milestones, and the priorities for achieving growth, try the "Growth Framework Reset" approach. This will help you to keep learning and growing while working strategically on your business. -------------------- You can get in touch with Jess Dewell on Twitter,  LinkedIn or Red Direction website.

Host Kenny Harper has this enlightening conversation with David Steele, a distinguished wealth manager, restaurateur, artist, and entrepreneur. David shares his unique journey from a financial product salesperson to a fee-based advisor, emphasizing the importance of adding true value to others' lives. Discover his pivotal moments, the significance of integrating values into your business, and practical habits that contribute to success, including goal setting, systematic behavior, and time management. Learn how empathy and striving to make a real impact can lead to a fulfilling business and personal life. Watch for valuable life lessons and actionable advice. 00:00 Introduction and Guest Overview 01:04 David Steele's Career Pivot 03:29 Building a Values-Based Business 05:42 Navigating Tough Times and Goal Setting 09:10 Daily Habits for Success 12:30 Book Recommendations and Insights 16:38 About Win Wealth Advisors 19:09 Final Thoughts and Advice 22:00 Closing Remarks

Finance doesn't have to be scary. In this episode of VRTAC-QM's Manager Minute, Kat Martin, Finance Director at the Oregon Commission for the Blind, joins Carol Pankow to break down the complexities of government finance in vocational rehabilitation. Kat shares her journey from the private sector into VR, the lessons she's learned managing federal and state dollars, and the difference between budget authority and actual revenue (spoiler: it's not as simple as it sounds). From making reports accessible for blind colleagues to explaining why finance people should bepartners—not compliance enforcers—Kat offers practical advice, thoughtful insights, and a healthy dose of humor. Whether you're new to VR, leading a program, or just finance-curious, this episode delivers the wisdom you didn't know you needed—plus a little reality check on what it takes to manage complex funding with heart and clarity.   Listen Here   Full Transcript:   {Music}   Kat: It took me a bit to wrap my head around was the difference between budget and revenue. I like the way my executive director describes it to other directors. You have to be paying attention to what's going on with your budget, not because that's the amount of money you have to spend, particularly with federal funding. That is what you have authority to spend. That doesn't mean you have that revenue to spend. If somebody has helped you out, pay it forward, help the next new person out that got their eyes crossed and looking overwhelmed when they're trying to figure out what in the world is re allotment, let alone carryover and maintenance of effort.   Carol: Oh my gosh.   Intro Voice: Manager Minute brought to you by the VRTAC for Quality Management, Conversations powered by VR, one manager at a time, one minute at a time. Here is your host Carol Pankow.   Carol: Well, welcome to the manager minute. Joining me in the studio today is Kat Martin, finance director at the Oregon Commission for the Blind. So, Kat, how are things going in Oregon?   Kat: They're going well. We're getting started on a lovely summer and a new biennium and trying to close out the old ones. So, you know, busy is always in the finance department.   Carol: Yeah, all the things. Nothing like getting the finance director like turnover of a state year and all that. I know you got a lot of things going on. So as the QM grant is winding down, I thought it would be great to hear from a respected VR finance director, someone who's walk the walk. Kat has been a standout voice in her fiscal management community of practice, sharing advice that's grounded, real, and incredibly helpful. So, Kat, let's dig in. So, Kat, can you tell our listeners a bit about your career journey and how did you land in your current role?   Kat: Sure. Thanks, Carol. I worked in the private sector for the first decade or so of my life and realized after about a decade of that that I really needed work that spoke to my heart. And coming from a family of educators, I was a little too late to go back to school and get my teaching credentials at that point in time. But I decided to pursue mission focused organizations that were helping others. So I worked for about six years for a law firm that represented the disabled and injured individuals before the Social Security Administration and the Washington State Department of Labor and Industries. And then I went into public education for about 15 years. About five years ago, I left public education and came to work for the Oregon Commission for the blind. And it was my first role in the world of vocational rehabilitation. So it was a new experience for me. I love a good challenge and it's been that for five years.   Carol: That sounds amazing. I always love to hear how people kind of make their long and winding road into VR, because none of us ever usually get here very directly. So I know when you and I chatted before, you have just some great perspective on any role you take. How do you go about building that solid foundation when you start a new role?   Kat:, You know, I came up through the accounting departments, specifically accounts receivable. So I was working with invoicing and collecting bills, and I experienced a lot of success in those jobs, so much so that I was moved into first supervisory and then management positions and eventually the C-suite role. And when I moved into my first CFO position, I worked with an amazing campus president who talked with me about the fact that my focus up to that point in time as the director of accounting for the organization and my prior professional experience, had been very much compliance focused. And that as her new director of finance, she needed me to be more of a fiscal partner to not only herself, but my peers on the leadership team. So, you know, that took me a little bit to figure out, because when you've been doing it for decades, it's easy to be a compliance goon. It's a little more difficult to figure out what being a finance partner looks like. I recognized that particularly when I was starting a new role like the one I did in VR five years ago. It was really important for me to understand who I needed to form relationships with, what the systems were that I was going to be utilizing to complete my work and to manage those that were completing the day in and day out of the accounting work that we were doing. And then also what were the policies, procedures and standards? So when I start a new job, I like lay out my first 100 days and I create myself a little Venn diagram that is all about those three things where at the intersection of that right in the middle, that's the work that I'm going to be doing for the organization planning, organizing, directing and monitoring their finances and the fiscal health of the organization.   Carol: I love that you have that people, systems and processes. I mean, I think that sweet spot in the middle where all of that intersects is really wonderful. You've talked to me before about this whole compliance goon fiscal partner, and I do like that approach. Can you talk a little more about what that really means to you and kind of how that's played out?   Kat: Yeah, it's really about people and about relationships in a vocational rehabilitation agency. We are helper humans and even fiscal employees, accountants, your travel coordinator, your payroll specialist. They need to be helper humans as well, because it's easy to get all wrapped up in the way we have to transact these certain things or the deadlines that the state lays down. If it's an enterprise wide system that you're using and sometimes lose sight of the fact that the people we are serving are actually the employees who are providing the direct service to the blind Oregonians that we serve at the Oregon Commission for the blind. So I have worked very hard to develop that in myself. And the way I've accomplished that is beginning first with the people I'm going to be serving and whether that's my boss, my peers, my employees, that to report directly to me, my employees that report indirectly to me or those other individuals in the larger organization, like the state's chief financial officer and the state's legislative fiscal office, and maybe the procurement office and the Payroll Services Office to make sure that I know what our place is, but also how we can provide the best possible services within that matrix that we operate in to those eventual end users that we're there to serve so that they don't ever have to worry about, am I going to get paid on time? Is my computer going to be working? Those kind of things I tell my staff when we're doing our jobs exceptionally well, nobody knows what we're doing. And then that allows them to focus on the work that they're doing with our clients.   Carol: How long do you think it takes, really, to get settled, especially coming into VR for a finance person? How long do you feel like you know what, I got this, I feel proficient what I'm doing because I think people have this idea that can come in. I was an accountant here or a CPA, or I've done something else. But you come into this program. How long do you feel it takes you to really get a handle on what's going on.   Kat: A full fiscal cycle in the state of Oregon, we operate on a biennium, so that's a full 24 months. I had been with the agency for two years before. I really felt like, oh, now I'm repeating things and there's a lot of repetition in a finance role, regardless of what role it is, there's a lot of repetition. But what makes it complicated in the VR world, in my state, for instance, is we have state fiscal years that end on June 30th, and then you have your federal fiscal year that ends on September 30th. So right there, those two things are out of sync. And then the VR awards in particular, are the most complicated revenue stream I've ever worked with. Braid those in with the general fund that you have to be on top of, which is truly available to you, and you can sometimes lobby for more. But there's a lot of politics and personalities that you have to deal with when you're trying to obtain more general fund for your agency, and then the limited amount of other funding. So I have been working as a finance director since 2009, and I would have to say that these last five years, it has been the most complicated fiscal management for an organization that I've ever touched upon in my career up to this point in time, because of those complexities between the state and the feds in fiscal years that don't align. And we're on a biennium where, you know, the federal awards are one year, and maybe you can get carryover if you do all the things you got to do to meet the requirements around March to get there.   Carol: And you're confirming what the feds say, because David Steele, who's the unit chief for the fiscal unit at RSA, he often says this is the most federally complex grant. And I remember hearing him a long time ago thinking, is it really? But yeah, it really it really is. Proof is in the pudding when you're actually doing that work. So given all of that complexity, how do you implement like strategies or things that you do to help your leadership, like literally be able to interpret and understand because it is like talking to different languages. And how do you get your whole executive team kind of on board with what's happening because you have these realizations and insights. But that isn't always apparent in the VR world, because a lot of people are not they're not math people. They're people people. They're social services people. They don't know about reading a spreadsheet. You just show them these numbers, and their eyes kind of glaze over and they hear you talking, but they don't know what you're saying.   Kat: Yeah. I think the first thing I try to do is keep it short and simple. And that's not to say that these individuals are not intelligent. They are highly intelligent, and they have skills and expertise that I'm incredibly impressed by. But I have different skills and expertise. And if I'm going to provide the information to them that allows them to make informed decisions about not only what we're doing in the present, but for the duration of whatever the fiscal period is that we're in and for the long term. Then I need to present the information in such a way that it's digestible. Now I work for a blind agency, so that means it needs to be accessible. I see a lot of spreadsheets that folks like myself love to create. You know, it's fun to get in there and do the color coding and the formatting and have multiple tabs that support your summary. Conclusions and charts are then the next best thing in the world, right? You can spend a lot of time on that. And yet my director of rehabilitation services can't see any of it, can't read any of it. So what I need to create for her and for the other 20% of the employees at my agency that is usable and digestible is very straightforward spreadsheets that are readable by the assistive technology they use in order to do their jobs. The other thing that I do to try and help the leadership team, and my executive director in particular is I insist upon regular report outs. It's really easy to be just like, yeah, yeah, Kats got it. Budget to actuals are going to be fine. She knows we don't want to leave any general fund on the table at the end of the biennium. She'll let us know how we're doing with match, but she'll take care of all of it. And what I let them know is I report on the money, but I don't decide how it's spent. I know what's in the purse, but the executive director is holding the purse strings and you all are influencing that spend. So by insisting upon regular report outs, I review budget to actual data summary grant reporting, cash reporting on at least a weekly basis. Right now I'm reviewing that more like 2 to 3 times a week, because it's the end of the biennium and startup of a new one, but the management team gets finalized reporting once a month that is based on the accounting close. And not only do we distribute that to them with the highlights, we want to pinpoint in written format, but then I also present on that every month at the leadership team meeting, when we're reviewing other results for the month and other measures that matter to us.   Carol: I think that's really super good advice for our listeners. I've seen it all across the country. I mean, I've seen where sometimes fiscal people, they are calling all the shots. They aren't that partner. They're like, hey, I'm the one that knows you all can't do math. I'm deciding. I'm doing. People are signing for the director. You know, they're sending stuff in. Directors get it? Zero clue. And while that can be a way to operate. Boy, highly not advisable. Because at the end of the day, the director is the one holding the bag. You know, the buck stops with them. If something goes wrong, something happened. They're the one. And those are the ones that end up getting fired or whatever it may be. So I'm always on the new director end of things. Encouraging people to learn as much as they can. And it's just like learning anything. You take one step at a time, one item at a time, one cell on the spreadsheet to gain understanding. You're not going to be instantly an accountant, but you can get to a level understanding where you hear what's happening. So I appreciate that you've had that experience, because I think you always bring so much to any conversation. Having worked in a blind agency, when you're thinking about how am I going to convey information in a way people can read it for one with assistive technology, not make it so fancy that you kind of lose sight really, of what is trying to be conveyed. So I think you really have great advice there and that you're the partner. I mean, you're advising and then the director's deciding. I think that's a really lovely partnership. What have been your biggest surprises and lessons learned in this role?   Kat: Well, first and foremost, it is more complicated than budgets, significantly larger than what I'm dealing with now because of the interplay of federal and state. Some of the surprises that came to me early on were around the timelines and how important it is to create a calendar of key events that not only takes everything going on with your state into consideration, but all those federal timelines, particularly the federal reporting timelines. We now, after five years, talk about the months between October 1st and the end of January as federal reporting season, because between the support we provide to program with some of their program reports that have fiscal elements in them, and then all of the federal financial reports that have to be submitted during that period of time. There's 18 different reports that my grant accountant and I prepare, review, discuss, and then, of course, go over with the program directors before they are ever submitted to our federal funding partners.   Carol: I'm a huge fan of the calendar. I just have to say, I literally we get calls. I had one of the finance directors from one state. He will remain unnamed, but he calls me on April 30th and he's like, please don't tell me a report is due today, and I'm like, uh, yeah, this is gonna be a really bad day. He said, I gotta go, and he, like, hangs up the phone. I'm like, calendar this stuff. You need the calendar. Oh my gosh. Drives me crazy.   Kat: It's important. And I mean, one of the surprises that came to me is I started with the commission in August of 2020, and a couple of days after I arrived, my senior accountant and we have a small shop. At that time I only had one accountant and two accounting technicians. My senior accountant went out on a family leave of absence about two weeks early. So here I was, no VR experience trying to figure out what the heck I'm doing. I don't even have access to most of the systems. And as it turns out, as the agency security officer, I give everybody else access. But nobody knew how to give me access. So that was an interesting start. And when she came back from her leave, she said to me, so how did that SF 425 report submission going? I'm like, what? SF 425 report submission. So I missed I started my career with the Commission for the blind by missing a federal Financial Report submission.   Carol: Oh my gosh.   Kat: I'm still here. So I guess it wasn't the end of the world that we were late with one report.   Carol: How do you find it so different between like government accounting compared to the other accounting work you've done? I always hear from people that go, government accounting is like nothing else I've ever been exposed to.   Kat: Yeah, it is very different in that having worked in the private sector and the for profit sector for a number of decades, obviously you're looking for efficiencies and effective ways of doing business that drive your bottom line. The profit imperative is just that don't be fooled by what the for profit organizations say they're really about. Making money is what it's all about in the end. But in the public sector and definitely for the government, one of the things that it took me a bit to wrap my head around was the difference between budget and revenue, and I like the way my executive director describes it to other directors that you have to be paying attention to what's going on with your budget, not because that means that's the amount of money you have to spend is because, particularly with federal funding, that is what you have authority to spend. That doesn't mean you have that revenue to spend. So figuring out how to keep track of where am I at, actually, with my approved budget and my limitations on the federal fund and other fund that I operate with? And where am I actually at with cash available to me through my federal grants, was something else that was very new to me, because every place I'd been before budget was budget. You had that to spend, even in higher education, in the public sector. It was like I had that budget to work with for the entire fiscal cycle. Not true here. So you really have to be paying attention to that difference between budget and revenue. I started to say my executive director describes this to other directors. She tries to put it as think about budget as being the line of credit. If you had a credit card in your wallet. Think about it as the line of credit that you could spend up to, but your revenue is actually how much money you actually get paid. So if you have a $50,000 line of credit, but your income for the year is only going to be $25,000, you're going to have a problem when you spend up to that line of credit.   Carol: That is such an awesome point. We have seen lately. There's been some really interesting things with the budget Authority, and this has to do with kind of the reverse, where for whatever reason, you have a federal grant say you get $100 million. But the legislature has said we are only going to give you $90 million of budget authority. And that's cropped up more and more. And so people forget because you've got program income coming in and you've got other kind of sources of these revenues. And the legislature has set this limit. And so you're bumping on it, but your eye is over here. You're looking at well, yeah, but I've got I can match and I can draw these funds. But for whatever reason the legislature hasn't given you enough authority to actually maximize and utilize everything available to you. That is super concerning for folks. And the thing they weren't watching. Really?   Kat: Yeah. And we all know of a state recently that got into difficulties with that. The thing to keep in mind with that too. And we were in a spot where we had to go back to the legislature and ask for an increase in our spending authority, which is even more complicated than going to just the legislative body, because we have a governing board of commissioners. So first we have to go to the commissioners and get approval to take this before the legislature. And there is a lot of months of lead time in order to accomplish those things in the correct order. We needed to do it because we were fortunate enough to receive an additional sum in the Re allotment process last summer, so we were going to be okay with the amount of revenue we were expecting with the existing authority we had to spend. My concern, of course, was we don't got enough money to get through the end of the state fiscal year, let alone the federal fiscal year. So we went after re allotment. Then I didn't have enough authority on the federal side, so we had to get permission from our board of commissioners. Then of course, go through the legislative process to increase our federal fund limitation.   Carol: Well, and that's a whole other probably lesson learned is the whole legislative process and those cycles for the legislature and all of that. That is no small feat to understand. I'm sure your calendaring all of those dates as well.   Kat: I am. Our agency is small enough that not only am I the finance director, I'm also the budget coordinator, so it's helpful to me at the same time. My office is situated a couple hours away from the state capitol where the legislature meets. So for a hearing before Joint Ways and Means, for instance, that maybe is going to last five minutes. It's a four hour round trip, but I go down there for those meetings and I'm ready to answer any questions should they come.   Carol: That's excellent. That's excellent. Now, I know you have been, are particularly like vocal finance director and participate in things. You've done a great job with networking, and I understand you have a bit of a fan club at CSAVR. So what happened there? What's going on with that?   Kat: You know, one of our asks of all of our staff is that they be on camera when we're in virtual meetings, and it's in part because as a blind agency, we are trying to help our clients be prepared for virtual meeting environments as we're helping them launch into the working world. So we need to model those behaviors, right? So I just developed the habit of whenever I'm speaking, even in large group meetings, like the community of practice that you and your team run is that I'll not only come off of mute, but I'll come off of having my camera shuttered so that people can see me talking. I don't know why, but it's become muscle memory, right? Well, as a result of that, because I have a lot to share at times and I want to help others the way I was helped when I first started by fiscal directors with more experience that had been, you know, around the block a couple of times. I like to try and offer up my contact information as well, so people can feel free to reach out and get in touch with me. So when we were at CSAVR the last session, kind of surprisingly, my director and I were walking around and there was a couple of folks that, as we passed, were like, your Kat, right? Your Kat from Oregon blind. And I'm like, I am. And they said, you know how helpful it was. Some of the things that I had berbled out in one of the community of practice meetings and that it had really helped them wrap their head around the topic or the concept or whatever it may be, and also then have conversations with their leadership team and their executive directors, which I was kind of blushing, but I appreciated hearing that what I had done was helpful to others.   Carol: Oh, 100%. We hear it all the time. Whenever you come on and you give some advice and people be like, that really helped me. You know, we've had folks come back the next month and they're like, that really helped me. I was able to talk to our finance people and whatever, you know, any of the things. They were so excited. You've been an immense help. So let me spin that a little different way. Maybe you can help some of our directors. So fiscal folks are coming and going just as quickly as directors and executive leadership. What suggestions would you have for those VR leaders that are hiring fiscal staff? Because sometimes people think they're bringing in somebody and it's going to be the best thing since sliced bread. And then they're like, this didn't work out at all.   Kat: Yeah.   Carol: So I think folks, especially when you're talking to non-math people and such, they don't tend to know. What should they ask?   Kat: Yeah that's a tough one because on paper it is really hard to assess somebody's education and their stated experience in the positions that they've had before. If you're not a finance person and even understanding the difference between accounting and finance, I have to explain to people again that are really intelligent individuals. I mean, they have their master's degree in counseling and rehabilitation. And yet explaining the difference between accounting and finance is something that I do pretty regularly. My first suggestion to directors would be, if you are at all uncomfortable with accessing the written materials that you're receiving in terms of resumes and a well-written cover letter, find somebody in your state that knows a little bit about fiscal and accounting, or rely upon a recruiter. If you're using the state's chief human resource office to help you assess not only the minimum qualifications that you should be asking for when you're going to turn over millions of dollars to an individual who is going to be responsible for planning, organizing, directing, monitoring and reporting on that money, but also in your preferred qualifications. Look for things like foundational knowledge of appropriations and grants. I don't put that as a minimum qualification because I didn't come in with foundational knowledge around appropriations and grants, but I'm eminently teachable. So that's another thing to look for, is, is this somebody that's a lifelong learner? Do they like a good challenge? Are they good with change and do they know how to lead change? I've experienced this quite a bit in the state of Oregon. We have, since I've arrived, adopted two different enterprise wide solutions for payroll and time tracking, contract management and procurement that we didn't really have a choice to adopt these, but the implementations were intended for very large agencies, and we're an agency of 67 employees. So figuring out how to do these things that you're required to use by the larger organization, that you are a part of being the state at your agency to complete the work that you're going to do is somebody that really needs to be a quick learner that's adaptable, and that can lead change because technology is influencing all of our lives and with what's coming with AI, it's going to continue. And these are good things, but it can be tiring if you think you're going to get in the door as a finance director, and it's all going to be business as usual after you've completed that first fiscal cycle. The other things executive directors could look for are somebody that is curious. I think I mentioned flexibility, but adaptability is very important. When I was interviewing for my role, our VR director, who is fully blind, said to me, how are you going to present materials to me so that I am able to access them and read them? And for me, that was like a oh, how exciting, a new opportunity to take my knowledge and present it in such a way that somebody that I've never worked with before, having a visual impairment or blindness, can also use it. So what do I need to do differently to meet their needs? Not expecting them to accept whatever it is I'm pushing out their way and be just like here it is. If you don't get it, well, that's too bad. The last thing I would mention, and this is just because your fiscal director does have a great deal of access, it's important to remain diligent in managing that employee, just like you would any of your other direct reports. I am fully aware of the responsibility that I have for these millions of dollars that our taxpayers dollars, when all is said and done. So you know you don't want to be so trusting of the person that's managing your finances, that you set yourself up for any kind of a situation where maybe a good person does something not so good because they're in a very difficult spot. So that's where even if you don't know, finance, finding somebody in your own professional network that maybe knows a little bit more about this, that even if you ever have a slight inkling, you can say, hey, you know, my finance director told me this. Can we noodle that around just a little bit? Because I want to make sure that it's all okay. Based on your years of experience doing this and your relationship with your finance director.   Carol: That's good advice.   Kat: Yeah. I don't mean to be skeptical. I think it's just realistic to know that when you have access to and the ability to move around millions of dollars, you should be diligent in managing them just like you would anybody else.   Carol: And things have happened across the country in years past, and people have lost jobs and all kinds of things. So it is no joke. That is excellent advice. Do you have any final kind of words of wisdom for our listeners?   Kat: Don't be afraid to admit what you don't know. I mean, early on in my career, as I was being promoted into management positions, I was like, fake it till you make it right and we can all do that. But the further I've progressed and the older I've gotten, I've developed some of that crone wisdom that comes at this decade of your life, which is, boy, there's a whole lot I don't know. And there are people out there that have been doing this for a while. So who do I need to meet? Who do I need to form a relationship with? Who can be my buddy? And then how can I pay that forward? And that would be the other advice is if somebody has helped you out, pay it forward, help the next new person out that got their eyes crossed and looking overwhelmed when they're trying to figure out what in the world is re allotment, let alone carryover and maintenance of effort.   Carol: Oh my gosh. Well Kat, I really appreciate your wisdom and your honesty. You are so direct. I love it for our listeners. If you're a  leader or fiscal staff or share this episode with somebody new in the role, they do not have to do this alone. Thanks so much for joining me today, Kat.   Kat: Thank you Carol.   {Music} Outro Voice: Conversations powered by VR, one manager at a time, one minute at a time, brought to you by the VR TAC for Quality Management. Catch all of our podcast episodes by subscribing on Apple Podcasts, Google Podcasts or wherever you listen to podcasts. Thanks for listening!

This week on the NODPOD, the longtime voice of the Orlando Magic, David Steele. Plus Scott & Chris preview the AFC East. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What if the real key to scaling your business isn't strategy or capital, but empathy? That's the belief driving today's guest, David Steele. With a career spanning finance, hospitality, and the arts, David is the Founder and CEO of One Wealth Advisors, Executive Chairman of Flour + Water Hospitality Group, and Managing Partner at Great Gold Hospitality Group. He's also a playwright, visual artist, and advocate for the power of people in business. People Over Profit: How to Build a Team That Grows With You If you want to build a business that lasts, start by investing in your people. David shares how he's created a culture where turnover is almost nonexistent by treating every team member like a future owner. Whether you're leading a small team or scaling fast, you'll take away practical ideas like profit-sharing instead of bonuses, transparent P&L reviews, and a long-term goal of shared equity. Because when people feel valued and have a real stake in the outcome, they're far more likely to stick around and help you grow. Think Restaurants Are Risky? Here's What Actually Causes Failure You've heard it before: “Restaurants are too risky.” But David challenges that assumption with a powerful reframing: it's not the industry that's the problem, it's the lack of business planning.  Whether you're in hospitality or any creative venture, his method applies. Start with a story. Build a 10-year model. Make sure the capital pays back in 3 years or less. If the numbers don't work, don't move forward. This approach has helped him grow eight successful restaurants and it might just change the way you assess risk in your own ideas. Enjoy this episode with David Steele… Soundbytes 11:17 - 11:56 “I figured one thing out, and all polymaths in business have probably figured one thing out. That is, they know how to activate a coalition of people around a singular idea… Everything that has ever been created in the history of humankind that's been great has been because people symbiotically came together to do it.” 14:08 - 14:22 “I just think the most important variable in any partnership is the most important variable in any real, sustainable relationship, which is always seeking to find empathy for the person you have a relationship with.” Quotes “Treat people well. People just want to feel valuable. That's all they want.” “I have a goal with any business I start, which is to never lose a single employee for the life of the company. Now, it's a ridiculous goal. It's absurd.” “I still have some of those clients that I started with in 1991.” Links mentioned in this episode: From Our Guest Website: https://davidsteele.xyz/  Connect with David Steele on LinkedIn: https://www.linkedin.com/in/david-steele-76088a/  Connect with brandiD Download our free guide to learn 16 crucial website updates that attract more leads and convert visitors into clients: https://thebrandid.com/website-tweaks/ Ready to elevate your digital presence with a powerful brand or website?  Contact us here: https://thebrandid.com/contact-form/

As the Founder and Managing Partner of One Wealth Advisors, David Steele sets the strategy, vision, and culture for the firm, leveraging his nearly 30 years in finance and as an entrepreneur. A person of many interests, he manages to balance logic with creativity through his varied unexpected activities. David has worked hard to help build a firm that acts as a fiduciary for our clients, always placing the interests of those we serve above everything else. The firm's north star is helping people lead happier and more peaceful lives. Though his primary role is Managing Partner of One Wealth Advisors, he is also the Founder and a Principal Partner of the Flour + Water Hospitality Group as well as an avid supporter of local arts and cultural organizations. He is on the board of both Playground, a non-profit playwright incubator, and Zero Food Print, an organization that works with restaurants all over the world that are committed to fighting climate change. Constantly on the move, often with his iPhone to his ear, David can be found alternately wandering the streets of New York City or snowboarding the backcountry runs of Lake Tahoe. Contrary to popular belief, he actually does sleep. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Ally and David Steele: Website: onewealth.net                                           *E – explicit language may be used in this podcast.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2634: Melissa Josue shares a deeply personal moment of disconnection in her marriage and the powerful realization that helped her shift from self-pity to shared purpose. By embracing the concept of a shared vision, she reminds us that growing together rather than apart begins with taking responsibility for our choices and intentionally co-creating a life with our partner. Read along with the original article(s) here: https://melissathelovecoach.com/how-to-keep-from-growing-apart/ Quotes to ponder: "I needed to recognize that it's a shared journey. Not just my journey, but his journey, his kids' journey, even his exes' journey, too." "If you're not sharing a path or on parallel paths, then you're on diverging paths." "Happiness is an inside job." Episode references: Conscious Dating by David Steele: https://www.amazon.com/Conscious-Dating-Finding-Right-Without/dp/0975500570 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2634: Melissa Josue shares a deeply personal moment of disconnection in her marriage and the powerful realization that helped her shift from self-pity to shared purpose. By embracing the concept of a shared vision, she reminds us that growing together rather than apart begins with taking responsibility for our choices and intentionally co-creating a life with our partner. Read along with the original article(s) here: https://melissathelovecoach.com/how-to-keep-from-growing-apart/ Quotes to ponder: "I needed to recognize that it's a shared journey. Not just my journey, but his journey, his kids' journey, even his exes' journey, too." "If you're not sharing a path or on parallel paths, then you're on diverging paths." "Happiness is an inside job." Episode references: Conscious Dating by David Steele: https://www.amazon.com/Conscious-Dating-Finding-Right-Without/dp/0975500570 Learn more about your ad choices. Visit megaphone.fm/adchoices

LifeBlood: We talked about how each of us must keep moving forward in life, but how to make mindful and intentional decisions, when and where to take on more complexity and workload, finding meaning in the mundane, doing good and important work, and the thing that unites all of us, with David Steele, entrepreneur, advisor, and community leader.  Listen to learn about how to completely think through your next big move! You can learn more about David at DavdSteele.XYZ, Instagram, Facebook, and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood Copyright LifeBlood 2025.

This episode is a must-listen for business leaders to learn actionable strategies for scaling ventures, fostering team loyalty, and navigating crises without layoffs. Discover why David's empathy-driven leadership and his financial drive long-term success in his business.   David Steele is the visionary CEO and co-founder of One Wealth Advisors, a $1 B+ independent RIA firm simplifying financial lives through holistic wealth planning and investment strategies. A serial entrepreneur and strategic leader, he drives innovation across industries, from wealth management to hospitality as co-founder of Flour + Water Hospitality Group, renowned for award-winning restaurants merging culinary excellence, sustainability, and community impact.   Key Takeaways: Passion Over Profit: Build ventures around interests, not just numbers. David's restaurants and wealth firm thrive because they reflect his genuine enthusiasm, attracting loyal clients and customers. Operational Efficiency: Revenue can mask inefficiencies. Prioritise systems over short-term gains  Delegate to Scale: Combat the “disease of non-scalability” by delegating low-risk tasks first. Use “osmosis learning.” Empathy-Driven Leadership: Ask, “How is this person feeling?” David's teams have low turnover because he creates safe, inspiring environments where employees grow Financial Resilience: During COVID, David avoided layoffs by cutting executive pay 40% and leveraging disciplined spending habits Resources:  David Steel's site: Https://davidsteele.xyz/ If you want to create a reliable cash flow for your business, I have some tools and resources that can help.   Take the Profit Scorecard (3 minutes) and identify where you are leaking profit now – click here.

Today, on Notable Leaders' Radio, I speak with David Steele, Founder + CEO of One Wealth Advisors and co-founder and Executive Chairman of Flour + Water Hospitality Group He highlights how applying the principles of service, goal-setting, and valuing people has shaped his journey from financial planning to building successful restaurant groups and supporting arts organizations. In today's episode, we discuss: True business success is rooted in serving others, not just making profits, because when work benefits others, it leads to deeper happiness and long-lasting impact, meaning you can feel good about making a difference while growing your business. Skills and principles are transferable from one industry to another, as David demonstrates by applying the same collaborative and organizational strategies across finance, food, and the arts, so you're not stuck on one path and can reinvent yourself in new fields with confidence. Pivotal life changes often start with self-awareness and honesty about dissatisfaction, like David's shift from being a successful stockbroker to a more fulfilling (but initially less lucrative) fee-based financial planning career. The lesson? It's okay, and sometimes essential, to pivot, especially if your values aren't being met. Caring for your team's well-being, even at a short-term cost, pays off through loyalty, retention, and greater future success, as shown by David's choice to keep his executive team during tough times, so you can build a lasting, supportive company culture.   Guest Bio David Steele, Founder + CEO of One Wealth Advisors and co-founder and Executive Chairman of Flour + Water Hospitality Group My primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning. I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision. The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.   Website/Social Links https://davidsteele.xyz/ https://www.linkedin.com/in/david-steele-76088a?   Belinda's Bio: Belinda Pruyne is a renowned Leadership Advisor, Executive Coach, Consultant, and Keynote Speaker recognized for her ability to transform executives, professionals, and small business owners into highly respected, influential leaders. As the Founder of BelindaPruyne.com, she partners with top-tier organizations, including IBM, Booz Allen Hamilton, BBDO, Hilton, Leidos, Yale School of Medicine, Landis, Discovery Channel, and the Portland Trail Blazers. Recently, she led the redesign of two global internal advertising agencies for Cella, a leader in creative staffing and consulting. She is also a founding C-suite and executive management coach for Chief, the fastest-growing executive women's network. A thought leader in leadership development, Belinda is the creator and host of the Notable Leaders Radio podcast, where she has conducted 95+ interviews with top executives and business leaders, revealing the untold stories behind their success. Previously, as Executive Vice President, Global Director of Creative Management at Grey Advertising, she oversaw a global team of 500 professionals, gaining deep expertise in client services and executive leadership. With 25+ years of experience, Belinda is a trusted advisor to startups, turnarounds, acquisitions, and Fortune 500 companies, delivering strategic, high-impact solutions in today's fast-evolving business landscape.   Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/ Twitter: https://twitter.com/belindapruyne?lang=en Instagram: https://www.instagram.com/belindapruyne/                  

Episode 89.  It's hard to create one successful business, but if you can take what you learn from doing one thing and apply it to another the opportunities are endless. They key: getting really good at one thing.In this episode of the Lifetime at Work Podcast, host Greg Martin interviews David Steele, a successful restaurateur and founder of One Wealth Advisors. They discuss David's journey from working in the restaurant industry during high school to founding a highly successful restaurant group in San Francisco and a thriving financial planning practice. Key topics include his love for hospitality, the transition to wealth management, building successful businesses through systematic processes, and career advice for young professionals. David also shares insights on the evolution of the restaurant industry, the impact of the Me Too movement, and the role of technology and AI. Additionally, David talks about his involvement in other entrepreneurial ventures, including a restaurant company in New York, a rock and roll band management company, and a yoga studio.00:00 Introduction to the Podcast00:23 Meet David Steele: Restaurateur and Financial Planner01:16 David's Journey: From Restaurants to Wall Street02:55 The Allure of the Restaurant Industry05:15 Hospitality in Finance: A Unique Perspective07:01 Starting Flour + Water: Challenges and Successes12:16 Universal Business Principles for Success16:21 David's Diverse Ventures and Board Roles18:00 Building Systematic Processes for Success30:23 Empowering Teams and Delegation31:44 The Evolving Restaurant Industry35:20 Final Thoughts and Contact Information

Meet David Steele, founder & CEO of One Wealth Advisors, an independent RIA firm handling over $1.1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a yoga studio owner, artist, philanthropist, and more.

What does it take to build restaurants that stand the test of time? For David Steele, founder of Flour + Water Hospitality Group and Great Gold Hospitality, the answer lies in strong systems, thoughtful leadership, and a commitment to investing in people. From his beginnings in finance to creating some of the industry's most iconic brands, David has mastered the art of sustainable growth. Today, we dive into the strategies and philosophies that have defined his success. For more on Flour + Water Hospitality Group, Great Gold Hospitality, and their incredible concepts, visit https://www.flourandwater.com. ____________________________________________________________Full Comp is brought to you by Yelp for Restaurants: In July 2020, a few hundred employees formed Yelp for Restaurants. Our goal is to build tools that help restaurateurs do more with limited time.We have a lot more content coming your way! Be sure to check out our other content:Yelp for Restaurants PodcastsRestaurant expert videos & webinars

David Steele joins us to share his powerful journey of overcoming adversity and achieving self-actualization. David opens up about the mental health challenges he faced growing up, including the anxieties stemming from financial struggles. He emphasizes the profound impact of feeling loved and valued, and how this foundation is crucial for mental well-being. He also discusses the importance of regularly conducting a "relationship audit", where you take stock of the connections in your life and ensure they are contributing positively to your mental and emotional health. David shares a pivotal moment in his late 20s, a "flashpoint" that dramatically shifted his perspective and set him on a path of intentional growth. He stresses the importance of setting authentic goals, those that resonate with your true self rather than being dictated by societal pressures.As we learned on That Entrepreneur Show, David is the founder and CEO of One Wealth Advisors. His commitment to helping clients simplify their lives and achieve their financial goals is deeply rooted in his own experiences of overcoming financial hardship. Beyond finance, he is a passionate creator with ventures spanning hospitality, the arts, and consumer products, reflecting his belief in living a full and multifaceted life.He also touches on: Mental health tolls running a businessDifferent meditative states

As always, email david@parallelfinancial.com with any questions and get your value builder score at www.weeklywealthpodcast.com/valuebuilderscoreLearn more about David Steele by visiting https://davidsteel.xyz/Takeaways: In this episode, we dive into the principles of business success with David Steele, who is a seasoned entrepreneur. David Steele shares how his journey blends finance, creativity, and philanthropy to build sustainable wealth. The conversation emphasizes the importance of making financial decisions based on facts rather than assumptions or feelings. Successful entrepreneurs need to focus on building generational businesses instead of chasing quick exits for financial gain. We discuss how essential it is for business owners to delegate tasks effectively to scale their operations without micromanaging. David highlights the importance of having a solid financial foundation before venturing into entrepreneurship, ensuring personal stability. Links referenced in this episode:davidsteel.xyzMentioned in this episode:Weekly Wealth Website

Sharon speaks with serial entrepreneur and philanthropist David Steele about the shift from binary income generation as well as creating impact through delegating and elevating and leading a great team. David Steele is the co-founder and CEO of One WealthAdvisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services. As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts & entertainment, consumer products, and more. To learn more about David, visit davidsteele.xyz

David Steele, CEO of One Wealth Advisors, shares his journey from humble beginnings to managing over $1 billion in assets. Discover how his background in hospitality and commitment to client relationships led to success in wealth management and entrepreneurship across multiple industries. Learn more about your ad choices. Visit megaphone.fm/adchoices

With a staggering 181% increase in strength equipment usage between 2012 and 2022, as reported by Track My Gym, strength training has become the hottest trend in the fitness industry. In the first episode of the new season of the Fitness Business Podcast, host Justin Tamsett explores this trend with key expert Paul Byrne, as well as explores other key strategies with industry experts Jennifer Poljacik, David Steele, and Lauren Becker. The episode covers enhancing leadership, driving innovation, and boosting profits through developing a growth mindset, creating a strong culture, investing in team members, and leveraging technology to improve the member experience.   Key highlights from the episode: - Paul Byrne discusses the strength training trend and its implications for gym businesses. This trend is driven by social media, influencers, and changing consumer preferences. - Delivering exceptional customer service is crucial for gym businesses. Key strategies include defining service standards, understanding customer needs, and going the extra mile to create raving fans.  - Modern marketing in the fitness industry requires a shift from linear CRM processes to more organic and responsive interactions. Utilizing texting, AI, and retargeting ads can automate and speed up the marketing process, focusing on convenience, reviews, and ease of membership to attract and retain customers. Leave us a voicemail!   Our favorite quotable moments: “Consider making your gym [micro] influencer friendly. You have a room in the back where you have good lighting, you have the equipment you need. They can go back there and make it a place where they like to come and shoot their content.” - Paul Byrne “Creating the best customer experience can only benefit your bottom line and increase customer retention and staff satisfaction... One of the most helpful tools that I have used with my teams over the years is a wonderful book called Raving Fans by Ken Blanchard and Sheldon Bowles.” - Jennifer Poljacik "It's time to rethink the way we think of our prospects and how they interact with us, to get them from looking at us - to membership... We need to make it better." - David Steele   Resources: Fitness Business Podcast's LinkedIn CommunityMystery Shopping for Fitness Businesses - Website Paul Byrne - LinkedIn Harrison Co - Website Link to Strength Training Report - Access Here Link to GLP-1 Report - Access Here Merch Sponsor: GRIT Fitness - Website Be a Merch Sponsor - Here In The Trenches With A REXer: Jennifer Poljacik - LinkedIn 212 Fitness - Website and Facebook REX Roundtables - Website and Email Wise Words: David Steele - LinkedIn Sneeze It - Website Trusted Suppliers: Club Com - Website, LinkedIn, Instagram and TikTok Lauren Becker - LinkedIn Wellness Space - Website Solution One - Website Egym - Website   About Your Host: Justin “JT” Tamsett is a seasoned fitness industry veteran and passionate advocate for promoting physical activity. His mission is to reduce the health care costs across the globe by having more people move and move more often.  JT's hope is that his daughter Zoe can grow up in a world full of opportunity rather than one where governments and communities don't have the burden of an ageing and sickening population. With over 30 years of experience, JT has owned gyms, coached fitness classes, and now specialises in business coaching for fitness entrepreneurs.  Through his company, Active Management, JT provides guidance and support to gym owners worldwide, empowering them to build successful businesses and contribute to a healthier society. He also leads 8 REX Roundtables in the US and Australia, spoken at over 40 conferences in 23 countries, and consulted with gyms worldwide. JT's commitment to improving health extends beyond his professional endeavours, as he has also dedicated himself to coaching various sports and actively participates in industry organisations. Related: weight training, beginner weight lifting, weight lifting program, strength exercises, strength training for women, strength training for seniors, strength training for women over 50, strength training for beginners, training for women, workout for women, gym workout, weight training

Melanie Johnson co-owner of Elite Online Publishing, interviews David Steele, renowned for his achievements in wealth management, the culinary scene, and the music industry. David shares his unique insights on a variety of topics. Switching gears, we'll also discuss investment strategies, the misconceptions around stock ownership, and the importance of diversification beyond the S&P 500. David provides practical advice on balancing risky assets with safer options like money markets and CDs. Learn More: https://davidsteele.xyz/

In this episode of the Restaurant Rockstars podcast, Roger hosts David Steele, chairman of Great Gold Hospitality Group and Flour and Water Hospitality Group. They dive into strategic planning, essential systems, staff training, leadership, accountability, marketing, and tech stacks crucial for a successful restaurant business. David shares his journey from dishwasher to finance professional to prolific restaurateur, emphasizing the importance of business principles, consistent P&Ls, and training. They also discuss the significance of proactive planning, promoting from within, managing financials, and the evolving roles of tech and marketing in the hospitality industry. Learn the Top 3 Restaurant Profit Killers and how to fix them FREE DOWNLOAD: https://restaurantrockstars.com/profits/ The Restaurant Academy Training System We will train you and your entire team to up level your business, maximize sales and optimize profits - Join the Restaurant Academy: https://restaurantrockstars.com/joinacademy Connect with our guest: https://www.facebook.com/david.steele.5661 https://www.linkedin.com/in/david-steele-76088a/ https://www.instagram.com/davidgsteele/ https://davidsteele.xyz/ fwhospitality.com greatgoldtahoe.com Thank you to our sponsors: The Birthday Club – Everyone celebrates their birthday! Get new and repeat business, fill your tables, and boost sales with Birthdays: https://jointhebirthdayclub.com/BirthdayRockstar/ Sculpture Hospitality are your restaurant's Food & Beverage Inventory experts. Don't leave thousands of dollars in Profit to chance when there is a simple Inventory system! Sculpture Hospitality don't just manage your inventory, they give you a clear picture of your restaurant's profitability. Get a no obligation FREE Inventory Consult at https://SculptureHospitality.com/rockstar Restaurant Technologies: takes care of your fry oil challenges. They handle everything end-to-end from delivering, filtering monitoring, collecting, and recycling your waste cooking oil. Restaurant Technologies customers save 10-15% on their insurance premiums and even get bonuses for any new customer referrals. https://www.rti-inc.com or call 866-399-3639 to get started today. TerraSlate menus are waterproof, rip-proof, antimicrobial and easy to clean. They ship to every state and over a hundred countries with a fast 1 day turnaround and Free overnight shipping. Get your menus from TerraSlate at https://terraslate.com

"If there's anything we do that is not in the service of others, it's not going to make us happy."In this episode of the Business is Human podcast, host Rebecca Fleetwood Hession interviews David Steele, founder of One Wealth Advisors and a visionary leader with a diverse portfolio of businesses. David shares how he built a billion-dollar wealth advisory firm by having a “people first” mindset. His journey highlights the value of focus, financial security, and human-centered leadership in creating a fulfilling career.  Rebecca and David talk about strategies for sustainable growth, including the importance of delegating responsibilities, nurturing team members, and maintaining a mindset of abundance. They also explore how businesses can thrive by blending profitability with purpose and prioritizing meaningful human connections.  In this episode, you'll learn:  The importance of starting with a single focus to build financial stability  How coaching and empowering teams lead to scalable, sustainable businesses  Why balancing ambition with service to others creates deeper fulfillment  Things to listen for:(00:00) Intro(00:43) The importance of focus in early career(03:32) From finance to diverse ventures(05:15) The philosophy of serving others(06:54) Building a successful financial advisory firm(10:00) Expanding into restaurants and yoga studios(11:32) The importance of delegation and team building(23:20) Navigating binary thinking and personal philosophy(35:58) The value of relationships in businessConnect with David:Website: https://davidsteele.xyz/LinkedIn: https://www.linkedin.com/in/david-steele-76088a/Facebook: https://www.facebook.com/David.Steele6000Instagram: https://www.instagram.com/david.steele6000/One Wealth Advisors: https://onewealth.net/Connect with Rebecca:https://www.rebeccafleetwoodhession.com/

The ultimate inspiration to follow your passion and succeed is here. Listen today for an inspirational episode with David, a multi-talented entrepreneur with success across various industries, including finance, hospitality, arts, and fitness. His ability to thrive in diverse ventures makes him a true modern polymath. His curiosity and ambition drive him to balance multiple roles, from wealth management to restaurant ownership, artistic endeavors, and philanthropic work.In this episode, you'll discover:Overcoming depression to find a new way- less motivated- what to do?Attitude: want every employee to work there for the rest of their careerPursuing Passion ProjectsIs running a business or financial firm an artistic endeavor?Challenges with becoming a B CorpDavid Steele is the founder and CEO of One Wealth Advisors, an independent wealth management firm focused on simplifying clients' financial lives through comprehensive planning. A strategic visionary, David has built successful ventures across industries, including hospitality, arts, entertainment, and consumer products. As founder of Flour + Water Hospitality Group and managing partner of Great Gold Hospitality Group, he oversees renowned restaurant brands dedicated to culinary excellence and sustainability. An avid arts supporter, David also co-manages Noise Pop Industries, a music promoter behind the Noise Pop Festival, and serves on the board of Playground, a non-profit for playwrights. He is also a multimedia artist and playwright who blends creativity with business to drive meaningful impact.Support the showHave a question for the host or guest? Are you looking to become a guest or show partner? Email Danica at PodcastsByLanci@gmail.com to get connected.Music Credits: Copyright Free Music from Adventure by MusicbyAden.Show Partners:Coming Alive Podcast Production: www.comingalivepodcastproduction.comTampa Counseling and Wellness: www.tampacw.com

In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with David Steele, co-founder and CEO of One Wealth Advisors and a successful restaurateur. David shares his inspiring journey from growing up in a financially constrained household to founding a billion-dollar wealth management firm and thriving in the restaurant industry. The conversation explores the challenges of entrepreneurship, the critical role of goal setting, and the importance of financial literacy in professional development. David also reflects on the synergy between art and business, his passion for mentorship, and his dedication to helping others achieve success. Key Highlights - David is the co-founder and CEO of One Wealth Advisors and a restaurateur. - His journey highlights persistence and the importance of goal setting in achieving business success. - Financial literacy is an often-overlooked but essential element of professional education. - David views entrepreneurship as a blend of art and business, where creativity meets strategic execution. - Mentorship and nurturing internal talent are central to his leadership philosophy. - The restaurant industry can be financially successful with the right principles and vision. - Understanding your "why" provides clarity and motivation for personal and professional growth. - David's story showcases how art and business can coexist to create meaningful and sustainable success. David Steele's journey is a testament to the power of resilience, goal setting, and a clear sense of purpose. From wealth management to the restaurant industry, he demonstrates how combining financial acumen with creative vision can lead to remarkable achievements. Tune in to this episode of the Know Your Why Podcast for valuable insights into entrepreneurship, mentorship, and the art of building success across industries. Get in touch with David: Website: https://davidsteele.xyz/ Website: https://onewealth.net/ Email: dsteele@onewealth.net If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

David Steele is the co-founder and CEO of One Wealth Advisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services. As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts/entertainment, consumer products, and more.     CONNECT WITH David Steele   Website: https://davidsteele.xyz/ Email: DSTEELE@ONEWEALTH.NET     JOIN THE FIGHT AGAINST FOOD INSECURITY   Join the fight against food insecurity here in the U.S. with an online donation. $25 will provide food and life essentials for 10 vulnerable families. DONATE TODAY at Meet the Streets Outreach, INC. to fight hunger!    Meet the Streets Outreach provides essential support to Houston's food-insecure communities by offering 2,000 hot meals each month. With your help, we can continue to serve those in need. Your support ensures that we can continue to make a meaningful difference in the lives of Houston's most vulnerable residents. Thank you for considering this opportunity to invest in the well-being of our community.   Food Insecure Households For many families in the U.S., the past several years have been difficult. Higher food prices, economic instability, and other factors have made providing for a family even harder. 1 in 8 households in the U.S. is food insecure. That means these families don't have enough money or resources to buy enough food for everyone in their household. As recently as 2022, 7.3 million children lived in food insecure households. Also, 16.9% of children live in poverty.   SNAP Benefits More than 22 million U.S. households use SNAP benefits to help with food costs, as of April 2023. Sometimes known as “food stamps,” SNAP is the federal Supplemental Nutrition Assistance Program. People who receive SNAP benefits can use it to buy groceries, seeds, and plants for food. SNAP cannot be used to purchase hot food or household items like cleaning supplies, vitamins, or diapers.   CONNECT WITH Cedric Francis Website: https://www.lead2greatness.com/ Facebook: https://www.facebook.com/cedricbfrancis X (twitter): https://twitter.com/cedricbfrancis Instagram: https://www.instagram.com/leadtogreatness/ LinkedIn: https://www.linkedin.com/in/cedric-b-francis-a0544037/

This week's Misfit Entrepreneur is David Steele. David is the founder and CEO of One Wealth Advisors, an independent RIA firm with over $1B in assets. He is also restaurateur owning 6 difference restaurants, a yoga studio owner, philanthropist and more. Needless to say, he's a Misfit Entrepreneur to the core. One of the hardest things for any entrepreneur to do is build and scale multiple businesses simultaneously and be successful, let alone juggle that with all the other areas of life. I've asked David to come on share how he's done this so successfully and to share his best advice for building a great business. davidsteele.xyz/ To see the full show notes and Misfit 3 for this episode, go to www.MisfitEntrepreneur.com. Show Sponsors: Entrepreneurs, what if there was a way to know you were hiring the best salespeople to drive your business? How much would that help your success? Well, with SalesDrive's DriveTest, you can! Drive is composed of three non-teachable traits shared by all top producers: Need for Achievement, Competitiveness, and Optimism. You can get a FREE DriveTest assessment to help you in your hiring efforts at www.MisfitEntrepreneur.com/SalesDrive 5 Minute Journal: www.MisfitEntrepreneur.com/Journal

Achieving Success with Olivia Atkin Episode 107 "People Powered Empire: Achieving Success Beyond The Bottom Line with David Steele"Olivia talks personal and professional achievements with David Steele. . David Steele is the Co-Founder and CEO of One Wealth Advisors, a $1B independent wealth management firm, David has helped countless clients achieve their financial goals through comprehensive planning. But his impact extends far beyond finance. As the Co-Founder and Executive Chairman of Flour + Water Hospitality Group, David oversees some of the San Francisco Bay Area's most acclaimed restaurants, blending culinary excellence with community impact and sustainability. A true renaissance entrepreneur, David's ventures span hospitality, arts, and consumer products, all driven by a passion for using business as a force for good.Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:Linkedin: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessFacebook: @Achieving SuccessYou can find David Steele:Website: https://davidsteele.xyz/Email: DSTEELE@ONEWEALTH.NETBecome a supporter of this podcast: https://www.spreaker.com/podcast/achieving-success-with-olivia-atkin--5743662/support.

Discover the transformative approach of David Steele, founder and CEO of One Wealth Advisors, as he redefines financial planning through the lens of authentic life goals. This episode promises a fresh perspective on aligning financial strategies with personal passions and faith-based values. David opens up about his journey from questioning external goal influences to embracing a more purposeful path, encouraging listeners to reassess traditional concepts like retirement and find their own "sweet spots" in both business and life.Explore the delicate dance between ambition and contentment as David shares his own story of transitioning from financial planning to the restaurant industry. We discuss the powerful impact of finding tasks that feel almost effortless and deeply satisfying, and the importance of maintaining integrity by choosing clients who align with our values, even at a financial cost. David's candid insights reveal the challenges and rewards of harmonizing financial planning with true passions and life purposes, offering listeners a chance to reflect on their own journeys.Gain valuable wisdom on nurturing meaningful relationships and a strong company culture as keys to fulfillment. David shares personal anecdotes, including lessons from his mother's influence on balancing wealth with core values like faith, health, and relationships. We address the intricacies of business growth, the risks associated with venture capital, and the importance of defining what "enough" means for sustainable success. Through inspiring stories of incremental progress and transformation, this episode encourages listeners to embrace a long-term journey while helping others navigate their life goals.Welcome to the ATLG podcast I am your host Ken Joslin, former pastor turned coach & host of CREATE, the #1 Faith-based Entrepreneur conference in America. My mission is to help faith-based entrepreneurs become the best version of themselves by growing in our Core 5: Faith, Health, Relationships, Business & Finances. You can get more information as well as join our FREE Facebook group at https://www.facebook.com/groups/676347099851525 If you enjoyed this episode, please share it on social media and tag Ken Joslin.

In this episode of the Road to Growth podcast, we are pleased to introduce you to David Steele. David is the co-founder and CEO of One Wealth Advisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services. As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts/entertainment, consumer products, and more. Leading Flour + Water Hospitality Group as co-founder and Executive Chairman, he oversees acclaimed restaurant brands committed to culinary excellence, community impact, and sustainability.   Learn more and connect with David Steele by visiting them on   Website: WWW.ONEWEALTH.NET           Be sure to follow us on Twitter: Twitter.com/to_growth on Facebook: facebook.com/Road2Growth   Subscribe to our podcast across the web: https://www.theenriquezgroup.com/blog Spotify: https://spoti.fi/2Cdmacc iTunes: https://apple.co/2F4zAcn Castbox: http://bit.ly/2F4NfQq Google Play: http://bit.ly/2TxUYQ2 Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA?view_as=subscriber   If you are looking to be a Guest on Podcasts please click below  https://kitcaster.com/rtg/  For any San Diego Real Estate Questions Please Follow Us at web: www.TheEnriquezGroup.com Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA or Call : 858 -345 - 7829 Recently reduced properties in San Diego County * Click **** bit.ly/3cbT65C **** Here* ************************************************************ Sponsor = www.MelodyClouds.com

In this episode of The Entrepreneurial You, we delve into the essentials of financial life planning with renowned financial expert David Steele. If you're ready to take control of your financial future, this episode is packed with insights that can transform your financial outlook. David shares his wisdom on goal setting, balancing risk and reward, and the crucial importance of living within your means. Whether you're an entrepreneur or a creative professional, this episode offers practical advice on wealth creation and preservation strategies that you won't want to miss. COMMUNITY CONNECTION: Brought to you by 5-Minute Book-Keeper. In this segment, I invite you, our community to share your reviews, questions, feedback, ect to engage with us. Today's feedback question comes in the form of a 5-star podcast review from a listener in Australia who goes by the user name BB18888. Great podcast, very niche! ★★★★★ John Lee Dumas involved in your Podcast! Very cool! Excellent niche podcast, well done, very informative and easy to listen to. CONTACT DAVID: LinkedIn: https://www.linkedin.com/in/david-steele-76088a/ TRENDING NOW: The Importance of Supporting Local Arts and Cultural Organizations In recent years, the arts and entertainment sectors have played a pivotal role in cultural enrichment and economic growth. The National Endowment for the Arts reports that the arts and culture sector contributed over $919.7 billion to the U.S. economy in 2019, surpassing even the agricultural and transportation sectors. This underscores the significant impact of arts and cultural organizations on our communities and economies. If you enjoyed this episode of The Entrepreneurial You, be sure to subscribe on Spotify and Apple Podcasts, leave a rating, and share it with your friends. Until our next episode, I invite you to visit my website at ⁠henekawatkisporter.com⁠, where you will find a free eBook on conducting podcast interviews like a pro. Remember to send me your feedback at heneka@henekawatkisporter.com. Affirm with me: I balance my creative passions with financial wisdom to achieve holistic success.

We're joined by Orlando Magic Hall of Famer, play-by-play broadcaster, and legend David Steele. We look back on the Magic's over achieving season, their future, Pat Williams, and David Steele's future. Join our Patreon: patreon.com/thesixthmanshow Follow Us: TheSixthManShow.com IG: instagram.com/sixthmanshow Twitter: twitter.com/sixthmanshow YouTube: YouTube.com/TheSixthManShow Facebook: facebook.com/TheSixthManShow Twitch: Twitch.tv/SixthManShow Hosts: @j_osborne21 & @kevin_tucker_ Producer: @kevin_tucker_ Music: Prod. by Tantu Beats If you enjoyed the show please leave a rating & review! Learn more about your ad choices. Visit podcastchoices.com/adchoices