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– The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm's head of financial planning and manages the operations of the firm, including the firm's M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett is a serial entrepreneur actively investing in many start-up companies and has led his firm in acquiring two local wealth management firms. This entrepreneurial spirit has led Brett to be active at the Dingman Center for Entrepreneurship at the University of Maryland's Robert H. Smith School of Business as an Advisor and Subject Matter Expert. Additionally, Brett volunteers his time to the Bullis School's entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition. Listen to this insightful RIA episode with Brett Bernstein about XML Financial Group. Here is what to expect on this week's show: - Brett's role as the CEO and Co-Founder of XML Financial, and how his group operates. - His start in finance, how he worked his way up in the business and why he decided to become and entrepreneur. - How his firm has grown and the exponential growth strategies behind this. Connect with Brett: Guest Links: Website- https://www.xmlfg.com/team/brett-shane-bernstein-cfp LinkedIn- https://www.linkedin.com/in/brettshanebernstein/ Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's episode, Amy and Katie talk with wealth management CEO Elana Fine. They discuss Elena's personal mentors, best financial practices, knowing the basics, and being informed enough to protect yourself. She also talks about the basics of personal finance you should know. Interest rates, benefits, 401K, company matching, healthcare savings accounts, taxes, and more. Elana helps us understand the complexities of the stock market as we chat Crypto, NFT, and meme stocks. Listen to this great episode for the 101 on finance, balance, and why “fin”powerment is now self-care. About Elana Fine:Elana Fine is the Chief Executive Officer of VWG Wealth Management. As a member of the executive team, Elana provides leadership and accountability for the overall strategy and operations of the firm. She is responsible for overseeing the day-to-day management of the firm, designing long term business strategies, leading and motivating employees, developing a high performing management team, and achieving desired financial results. Before joining, Elana served as the Executive Director of University of Maryland's Dingman Center for Entrepreneurship, where she provided strategic vision and leadership for one of the nation's preeminent university entrepreneurship centers. Elana began her career as a technology consultant with Accenture and subsequently worked in investment banking at Bear Stearns and Revolution Partners. Elana served as an adjunct faculty member at the Smith School of Business and co-host of their podcast, Bootstrapped. She has been listed as a Tech Titan by Washingtonian Magazine, a “Power Women in Tech” by Tech Bisnow, and one of “50 On Fire” by DC Inno. Elana earned a B.S. in Finance, magna cum laude, from the Smith School of Business at the University of Maryland in 1997. She earned an MBA in Finance and Accounting from the University of Chicago's Booth School of Business in 2002. Elana lives in Potomac, Maryland, with her husband Sandy and their twins, Ari & Julia. Outside of the office Elana serves on the Board of Directors of the Bender Jewish Community Center of Greater Washington, Montgomery County Economic Development Corporation, Dingman Center for Entrepreneurship and local media startup, Podville Media. She also runs local road races and supports the Terps! Follow us @nirvanasisters on InstagramSay hi at hello@nirvanasisters.comPlease subscribe, rate, review and share
Pramod Raheja is the Co-founder and CEO of Airgility, a top designer and manufacturer of unmanned aerial systems (UAS). Airgility is building the enterprise platform for aerial intelligence by enabling autonomous aerial robotics that solve real-world problems to improve and save lives. Outside of his work at Airgility, Pramod is a Captain for United Airlines and an active member of the Entrepreneurs' Organization. He also serves as a coach and mentor for FedTech and the Dingman Center for Entrepreneurship, as well as a Member of the Board of Directors at Mindshare. In this episode… Do you ever wonder what drones really know about you? Are you looking for a way to protect your data as unmanned aerial systems (UAS) become more and more common? If so, this episode of She Said Privacy/He Said Security is for you! Let's face it: personal drones are becoming more popular every year. Not only that, but UAS — specifically artificially intelligent drones — are now being used to positively transform the day-to-day safety of a variety of industries and professions. However, a drone is, as Justin Daniels puts it, a “data collection machine.” From facial recognition to personal location, the information that drones collect is highly valuable to ransomware attackers across the globe. So, what should you know about protecting your data in the age of artificially intelligent drones — and what are drone developers doing to protect the privacy and security of the general public? In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels sit down with Pramod Raheja, the Co-founder and CEO of Airgility, to talk about the ins and outs of artificially intelligent drones. Listen in as Pramod explains how Airgility uses drones to promote safety and security, the common data-related concerns with autonomous drones, and the startling possibility of drone data becoming public information. Stay tuned!
On the Schmooze Podcast: Leadership | Strategic Networking | Relationship Building
Today’s guest brings a wealth of first-hand knowledge to growing tech firms using more than 30 years of experience as an entrepreneur, business leader, and angel investor. She played principal roles in pioneering several B2B technology firms. As co-founder of SpaceWorks, an eCommerce software company, she facilitated its startup and growth to nearly $25 million in revenue; at America Online, she designed the PR program and investor roadshow for the IPO; at United Press International, she facilitated a turn-around strategy; and for LEXIS/NEXIS, she was instrumental in the creation and successful launch of a new division. Since founding Best Marketing LLC in 2001, she has consulted with more than 90 early-stage and growth-stage tech companies on their go-to-market strategies. In 2018, she was appointed Chair of the National Women's Business Council, a federal agency that advocates for female founders. She is immediate past Board Chair of the Dingman Center of Entrepreneurship at the University of Maryland. Please join me in welcoming Liz Sara. Would you leave an honest rating and review on Apple Podcast? Or Stitcher? They are extremely helpful and I read each and every one of them. Thanks for the inspiration! In this episode we discuss: her thoughts on leadership: “Leadership is about seizing an opportunity. It’s filling a need or solving a problem. A true leader has excitement about their idea, product, or solution.” her theory about 1st born children being predisposed to being leaders. how one book in the 80s changed the trajectory of her life. the realization that as entrepreneurs we never really plan the next step of our journey. her desire to be in new emerging markets and help people in those spaces excel. her advice for current college students and how they can take advantage of upcoming trends. how she nurtures and sustains her network by blocking time in her calendar every week to do outreach via email or the telephone. Links Liz Sara on LinkedIn and Twitter. www.bestmarketing.net Books mentioned in this episode: “Megatrends: Ten New Directions Transforming Our Lives” by John Naisbitt Other Resources Listen to my episode with Gerry Poirier. About Robbie: Robbie Samuels wrote “How to Host a Virtual a Happy Hour” for Harvard Business Review, was quoted in “The History of the Webinar and Why It Should Be History” in Forbes, and recognized as an “industry expert in the field of digital event design” by JDC Events. He is a Certified Virtual Convener and Certified Virtual Presenter. As a Virtual Event Design Consultant and Executive Zoom Producer, he assists organizations with bringing their in-person events strategically online. He provides virtual event design strategy, emceeing, production (managing the tech, including chat and breakout rooms), and training/supporting presenters. His clients include national and statewide advocacy organizations, including the California WIC Association, Feeding America, Visiting Nurse Service of New York, Association of Talent & Development chapter, The National At-Home Dad Network, the California Notary Symposium, and the U.S. Embassy in Mexico. He created The 5% Advantage Program, a four-week certification program that helps presenters and meeting professionals grow in their confidence with Zoom, online facilitation, and virtual event design so they can reduce their tech angst and host more engaging online experiences. Participants have the opportunity to become Certified Virtual Event Professional #NoMoreBadZoom. Since March 13, 2020, he has hosted #NoMoreBadZoom Virtual Happy Hours, a weekly virtual event that explores new ways to design engaging virtual experiences while creating opportunities for networking. This event attracts 50-60 participants each week, 50% of them have attended 8 or more times, 20% have attended more than 20 times.
On the Schmooze Podcast: Leadership | Strategic Networking | Relationship Building
Today's guest brings a wealth of first-hand knowledge to growing tech firms using more than 30 years of experience as an entrepreneur, business leader, and angel investor. She played principal roles in pioneering several B2B technology firms. As co-founder of SpaceWorks, an eCommerce software company, she facilitated its startup and growth to nearly $25 million in revenue; at America Online, she designed the PR program and investor roadshow for the IPO; at United Press International, she facilitated a turn-around strategy; and for LEXIS/NEXIS, she was instrumental in the creation and successful launch of a new division. Since founding Best Marketing LLC in 2001, she has consulted with more than 90 early-stage and growth-stage tech companies on their go-to-market strategies. In 2018, she was appointed Chair of the National Women's Business Council, a federal agency that advocates for female founders. She is immediate past Board Chair of the Dingman Center of Entrepreneurship at the University of Maryland. Please join me in welcoming Liz Sara. In this episode we discuss: her thoughts on leadership: “Leadership is about seizing an opportunity. It's filling a need or solving a problem. A true leader has excitement about their idea, product, or solution.” her theory about 1st born children being predisposed to being leaders. how one book in the 80s changed the trajectory of her life. the realization that as entrepreneurs we never really plan the next step of our journey. her desire to be in new emerging markets and help people in those spaces excel. her advice for current college students and how they can take advantage of upcoming trends. how she nurtures and sustains her network by blocking time in her calendar every week to do outreach via email or the telephone. Listen, subscribe and read show notes at www.OnTheSchmooze.com - episode 237.
On this episode of Bootstrapped, we sat down with our Entrepreneur-in-residence Harry Geller ’81, who has over forty years of experience as a serial entrepreneur, investor, and mentor. Geller shares invaluable insights and real-world advice from his experience turning his startup Global Mail into a 60 million dollar success. He also takes us through the startups and investments that followed, including running fine-dining establishments that turned into 10 million dollar businesses. Through his journey as a mentor and angel investor for the Dingman Center of Entrepreneurship, he discusses what is needed to scale a venture and run a business through tough times. Tune in now, and grab a pen and paper because you’re going to want to take notes!
On the season 6 premiere of Bootstrapped, host Joe Bailey and new co-host Holly DeArmond, MBA '17, managing director of the Dingman Center, interviewed University of Maryland alumnus Bill Boyle ’81. Bill is the founder of FiberGate, Inc, chairman of the Dingman Center’s Board of Advisors and an active member of the Dingman Center Angels. From Fiber Optics to the funding table, Bill Boyle has leveraged his experience building and running his own venture into a successful career as an angel investor and venture mentor to numerous students. On this episode, Bill shares his experience running FiberGate for 17 years until its successful exit, and provides a firsthand account of his journey into the world of advising and angel investing.
2018 is the Year of the Entrepreneur and Small Business Owner (at least according to Josh Frey and my small-business-owner-friends that he hangs with!). Josh is a business junkie and Kool-aid drinking entrepreneur, having started his own swag business and career at the ripe old age of 22 with no experience, contacts or resources. He is a front line sales guy who has coached and helped others launch dozens of businesses in the promotional products industry (and other industries), simply by teaching the very same best sales and business practices he uses to support his own family and lifestyle. In 2012 Josh launched the The Swag Coach™ Program (www.TheSwagCoach.com), a step-by-step guide for "how to start and grow" your very own promotional products business, with the help and support of a 20+ yr seasoned entrepreneur and sales veteran. His hope is to spawn 250 more entrepreneurs, just like him, in the promotional products industry. To date he has helped launch and grow 20 new businesses (10 currently still standing!), helping them collectively generate over $10M in swag sales since 2012. Josh still sells on the front line, and has his own clients he services through his distributorship, called On Sale Promos (OSP). This allows him to stay current on industry best sales practices which he brings back to his coaching sessions. Public Relations In 1999, Josh's original company was the subject of a Harvard Business School case study, as well as a Wharton Business School field study project. He has personally been featured in the following media publications and groups: The Wall Street Journal, Advantages Magazine, The Washington Post, Entrepreneur Magazine, Inc. Magazine on-line, Channel 7 News and The Washington Business Journal. Josh is a regular guest of the GWU MBA Program, sharing entrepreneurial experiences and advice, as well as a guest lecturer to student Entrepreneurship Clubs at Georgetown University, University of Maryland and GWU. Personal Accomplishments · In 1978 Josh Frey became the Northern Virginia Swimming League record holder for the 25-meter breaststroke. While his record was eventually broken on the league level, the record still stands today at the summer swim club. · In 1988 he struck out 27 batters while pitching in a high school baseball game. · In 2006 he helped launched, in partnership with the University of Maryland’s Dingman Center for Entrepreneurship, a student-run business model called the Smith Store. In 2007, he launched a second business at GWU called Colonial Promos. Both of these are student run swag businesses. · Josh has averaged $750K-$1M+ in annual promotional sales for 20+ yrs. Josh is a native Washingtonian, and lives in the DC Metro area with his wife, 2 kids and doggie. He is an avid sports fan and supporter of the Washington Wizards, New York Yankees, Wisconsin Badgers and Dallas Cowboys. He loves playing golf, baseball, basketball, Fantasy Football and vintage sports video games. ***
Today we're talking about the (underutilized) power of listening. Our guest, Bob London, shares why listening is such a powerful tool in a world that won't stop talking, key questions you should ask when you get the opportunity to talk to customers, and why you should (metaphorically, at least) burn the white board. Bob is a pioneer in the marketing world – he created the outsourced Chief Marketing Officer concept more than a decade ago – and now he's out to change the world by evangelizing the incredibly valuable insights that come from something shockingly simple: listening to the customer. Bob serves as an entrepreneur in residence at the University of Maryland's Dingman Center for Entrepreneurship and he is an international mentor at 1776, the global startup incubator. Resources: You can find Bob's listening process, questions, and more detailed in his FREE ebook at chieflisteningofficers.com/free Learn more at ChiefListeningOfficers.com Learn more and get the full show notes at: 3PillarGlobal.com
Today's featured guest is Bob London, the founder and CEO of Chief Listening Officers, which helps mid-sized B2B tech and professional services firms in the software, SaaS, data, financial services, and healthcare sectors really listen to their customers and develop marketing strategies that speak to them. Bob is a 20-year marketing leader who pioneered the outsourced chief marketing officer concept in 2003 when he founded London, Ink., a B2B marketing consultancy. He's worked with, advised, and mentored dozens of small and mid-sized companies on their marketing strategy and execution, serving as an interim or part-time CMO. Bob wears a number of other hats as well, including serving as an Entrepreneur in Residence at the University of Maryland's Dingman Center for Entrepreneurship. He's mentors and advises numerous startup companies, he speaks at a ton of events, and he publishes the DriveTime Marketing video blog, as well as Bobservations, a blog series that looks at the often humorous intersection of business and life.
Mali Phonpadith interviews Bob London of Chief Listening Officers. Bob London, founder and CEO of Chief Listening Officers, helps companies develop marketing strategies that start with learning the customer’s true perspective. Chief Listening Officers serves emerging to mid-size B2B technology and professional services firms across the software, SaaS, data, financial services and healthcare sectors. Bob pioneered the Outsourced Chief Marketing Officer (CMO) concept in 2003 when he founded London, Ink, a B2B marketing consultancy. He has worked with, advised and mentored dozens of small- and mid-size companies on their marketing strategy and execution, serving as an interim or part-time CMO. Bob also: Is Entrepreneur in Residence (EIR) at the University of Maryland’s Dingman Center for Entrepreneurship, providing guidance to student entrepreneurs and a regular speaker and contributor at Dingman’s entrepreneurship classes. Serves as a global mentor and advisor to early-stage tech companies at 1776, an internationally renowned startup incubator headquartered in Washington, DC. Is a member of advisory board for The Marketing Alliance, the leading education and networking group for B2B technology marketing executives in the DC area. Has keynoted or spoken at the Mid-Atlantic Marketing Summit (4 times) and Potomac Tech Wire’s “Future of Marketing” Conference. Has delivered keynote talks at the Private Access Network Annual Meeting and WashingtonExec’s Next Gen Event. Has been the featured speaker at Network Solutions’ GrowSmartBiz Conference, the National Association of Federal Credit Union’s Annual Conference (three times) and the nationwide Unintentional Entrepreneur series. Publishes the popular DriveTime Marketing video blog as well as Bobservations, a blog series that chronicles the often humorous intersection of business and life. Bob’s work and writing has been featured in or covered by the Wall Street Journal, The Washington Post, the Miami Herald, USA Today, Marketing News (the AMA’s flagship magazine), The Washington Business Journal and SmartCEO DC magazine. Bob is a 20+ year marketing veteran who has achieved rapid results with marketing budgets ranging from the $200 million network television launch of MCI Friends & Family to startups that have to make the most of their precious funding. Bob also served as VP of Marketing for Digex, Incorporated, a national Web hosting and management firm that grew 100% annually during his tenure and went through not one but two IPOs. In addition, Bob was director of product marketing for Verisign, the leading web identity and security firm and Chief Marketing Officer of SingleShop, a venture-backed online shopping startup that burst along with the 2000 dotcom bubble. Bob graduated from the University of Maryland College Park with a BS in Marketing and resides in Potomac, MD with his wife and two teenage sons. www.chieflisteningofficers.com Join our community: http://soarcommunitynetwork.com
“You have to lead by example 24-7” – Tien Wong What does it say about you if, as a child, you fantasize about an airline being named after you? Or as an adult your proudest accomplishments are the successes of leaders you’ve helped cultivate? For Tien Wong, it says that entrepreneurship and integrity are in his blood and how he defines himself as a leader. In this candid, enlightening interview Tien shares his immigrant family story and what he has learned as a leader and entrepreneur, both through successes and missteps along the way. What you’ll learn: How being the son of Chinese immigrant entrepreneurs shaped Tien’s path What Tien dreamed of being when he grew up (hint: we almost ended up with TWA - Tien Wong Airlines!) How he learned (the hard way) to grow and scale a business Why it's essential to hire good, even if expensive, people from the beginning What he learned from the common "trap" of promoting technically gifted professionals to leadership roles Excellent advice about importance of process, even for listeners who may not be process people (like me) Difference between intrinsic and extrinsic motivation or "pull" vs. "push” type of leadership Strategies for successful hiring decisions (including the right combination of brain, heart and intuition) How to know when to train or coach an employee to succeed and when it's time to let them go Importance of a robust employee orientation and coaching structure How to make employees feel cared for - and want to stay in touch - even if you must let them go Why of all his incredible accomplishments Tien is most proud of helping emerging leaders blossom And so much more! Links & Resources Predictive Index – assessment tool Tien recommends for determining the cultural alignment of employees. NFTE – wonderful non-profit that brings entrepreneurial training to high school students, especially those from low-income communities (Tien and I met through our involvement with NFTE) Glen Ogilvie's episode – Referenced in our hiring and firing conversation with Tien CONNECTpreneur Forum - Tien's community for entrepreneurs based in the D.C. area About Tien Wong S. Tien Wong is Chairman & Chief Executive Officer of Opus8, Inc., a Chevy Chase, Maryland-based private investment firm specializing in middle market buyouts, private equity and venture capital investment. The firm seeks to acquire North American call center, CRM (customer relationship management), and outsourced marketing services and technology companies. Opus8 also makes venture capital investments in emerging outsourcing companies in China with a special focus on tech and services companies in the following sectors: ITO (IT outsourcing), CRM, BPO (business process outsourcing), and outsourced marketing and information management. In 1991, Tien co-founded and served as CEO of CyberRep, Inc. until its acquisition in 2003 by Affiliated Computer Services (NYSE: ACS). At the time of its acquisition, CyberRep was one of the largest privately held CRM outsourcing companies in the world, operating 6 customer interaction centers throughout the USA with over 2,300 employees and $80 million in revenue. Today, the CyberRep/ACS business unit is one of the largest call center operations in the world, with over $850 million in revenue. In addition to garnering such prestigious awards as Customer Inter@ction Solutions magazine's MVP Quality Award and Customer Interface magazine's ACCE (Award for Call Center Excellence), CyberRep was ranked in INC. magazine's 1997, 1998, 1999 and 2000's "Inc. 500" as the 51st, 53rd, 72nd and 408th fastest growing private company in the USA, respectively. CyberRep was profitable for eleven consecutive years and was backed by Allied Capital Corporation, a $5 billion investment company (NYSE: ALD). Tien is a recognized international expert in CRM, direct marketing, and BPO. He has presented at dozens of industry events around the world, and has written numerous articles on the CRM and BPO spaces. He has also provided industry commentary on the ABC, Fox, NBC, CNBC, Maryland Public Television, and China's CCTV networks. Prior to co-founding CyberRep, he worked for ten years in commercial real estate finance and investments. Tien was the recipient of the 2001 Ernst & Young Entrepreneur of the Year award for Greater Washington. An "Entrepreneur in Residence" at the Dingman Center for Entrepreneurship at the University of Maryland's Robert H. Smith School of Business, he frequently guest lectures on entrepreneurship, leadership and finance at the University of Maryland, Georgetown University, and the University of Virginia. Tien serves on the Boards of Directors of the Baltimore Symphony Orchestra (bsomusic.org), Technology Council of Maryland (techcouncilmd.com), HarVest Bancorp (harvestbankmd.com), Association for Corporate Growth - National Capital (acg.org), the Potomac Officer's Club (potomacofficersclub.com), and Monte Jade Science and Technology Association (mj-dc.org). He serves on the Investment Advisory Board of the Commonwealth of Virginia's Center for Innovative Technology GAP Fund (cit.org). He is former Treasurer and National Board Member of the American Teleservices Association (ataconnect.org). Tien is Chairman of the Executive Leadership Committee for the National Foundation for Teaching Entrepreneurship's Greater Washington region. He is CEO of The Tien and Beverly Wong Foundation, which supports youth, education, and social services charities. He is a graduate of Dartmouth College where he majored in Government.