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In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people's potential Leveraging the education you get in all areas of life, not just within the classroom The benefits of having a purpose-driven company and social enterprise, going beyond business How to attract and retain young talent within your organization through a defined purpose-driven approach The intention behind money - how does it become the support system of your values and impact on the world Key Takeaways: One's childhood is pivotal, it has the potential to determine how a person's growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things. McKinsey's research says that 70% of people say that they define their purpose through their work. People are now associating their personal brand with their place of work and the career they have. Having a purpose-driven company that's focused on initiatives such as corporate social responsibility and sustainable practices will not only attract and retain talented recruits, they will also attract investors. The purpose of money isn't just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others. "It's really important to understand that these days in order to attract and retain young talent, you have to have some type of purpose behind what you do. " — Desirée Bombenon About Desirée Bombenon: Desirée Bombenon is the CEO and Chief Disruption officer of SureCall Contact Centers Ltd. She has over 30 years of business operational experience and strategic leadership. Awarded RBC's Women's Entrepreneur for 2020, Ernst & Young 2019 Entrepreneur of the year for the Prairies in Communication Technology, she is a bold innovator, futurist, and purpose-driven leader. Her portfolio includes business strategy, social enterprise, and culture building. Desirée was named WXN Canada's Top 100 Most Powerful Women for 2020, 2017, & 2016. She is an active member of a number of organizations including YPO and International Women's Forum and has chaired several industry boards and focus groups. Connect with Desirée Bombenon: Twitter: https://twitter.com/DesireeBombenon Website: https://www.surecallcc.com/ LinkedIn: https://www.linkedin.com/in/desireebombenon/?originalSubdomain=ca Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Ian discuss: Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learning from past errors. Comprehending the importance of seeking balance and incorporating diverse perspectives. Key Takeaways: Master the art of cultivating trust with clients and fellow team members. Delve into the search for harmony in business, sensory input, and personal well-being. Embrace the power of team competition as a springboard for collective achievement. Find ways to remain grounded and steadfast in the face of societal division. Learn why consistent leadership is pivotal in tackling unpredictable challenges. “You want to be the person that the most talented people in the business, not just in your company, want to work for.” - Ian Muir About Ian Muir Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives. Connect with Ian Muir: Website: https://advisorservices.schwab.com/content/ian-muir LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/ Twitter: https://twitter.com/Schwab4RIAs Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Bob Krause discuss: Pushing through adversity Being the best you can be Focusing on being present and living in the moment How to stop fear from paralyzing you Key Takeaways: When you commit to focus on your goals, whatever they may be, you'll encounter adversity. You need to find the voice inside you that pushes you forward. Listen to that voice and let it motivate you to keep going. Success isn't about doing great things but being the best you can be each day. Even if circumstances require you to look to the future and navigate a lot of change, don't forget to focus on the moment. Be present when being with others. Fear keeps you from experiencing many things that will make you happier and your life more meaningful. Don't be afraid to reinvent yourself even if you're in a later life stage. Don't be intimidated by other people. "Don't take anyone for granted. You never know who knows who, you never know who can help you or who you can help… treat everyone the same. " — Bob Krause About Bob Krause: Bob spent 9 years as a professional golfer and is training to return to the professional golf circuit. Bob is a golf instructor, equipment inventor and provides weekly tips on ABC WXYZ Channel 7 in his Teeing it Up with Bob Krause segment. In addition to his golf pursuits, Bob represents Trion Solutions, Detroit Manufacturing Systems and PARC Home Care. His passion for life, family and pursuing dreams serves as an inspiration to all who know him. Connect with Bob Krause: Facebook: https://www.facebook.com/BobKrauseGolf Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Stephen discuss: Investing time into your passion Stepping out of your comfort zone Being unafraid of failure Listening to fear Key Takeaways: Consider activities that you are passionate about or put you in a flow state. Spending more of your time doing these things will propel you to a more satisfying or meaningful life. The best way to grow in any area is to step out of your comfort zone and move forward despite hardships or hindrances. Don't be paralyzed by the fear of failure. Give yourself the space to fail and to learn and grow from it. Keep trying until you get it right. Fear could be your friend. Listening to your fear's advice has the potential to benefit you but you have to be able to tell if your fear is helping you or holding you back from living your best life. "Following my heart, following my bliss. What am I moved to do? Saying yes to opportunities. Saying yes to the instinct. There were times that it got me in trouble but I survived it and I was able to learn and grow from it. Not being paralyzed by failure, not letting failure or the fear of not succeeding stop me. That really allowed me to do unprecedented things and step into the role of being a pioneer." — Stephen Koch About Stephen Koch: Stephen Koch's career as a pioneering snowboard mountaineer, professional athlete and mountain guide led to over 50 first ascents and descents on the world's highest and most challenging mountains where he made calculated decisions with a high level of uncertainty in the face of extreme danger. He generally chose well, but occasionally not. It is in the “not” where the gold lies. As a thought leader and keynote speaker, Koch analyzes the world of high-stakes decision-making and failure, sharing the gold that has resulted from tragedy as he connects with audiences. He inspires organizations and teams through customized presentations with stories and lessons learned from two decades of climbing and snowboarding unprecedented new routes from around the world. Connect with Stephen Koch: Website: https://stephenkoch.com/ Email: stephen@stephenkoch.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The challenges and opportunities within family wealth succession Key Takeaways: It is critical for inheritors to understand why decisions were made in order for them to become responsible stewards of wealth. If you're looking for a CEO successor within a business, generally, there is a job description and a track record that you're considering for any candidate that comes in the door. It should be the same for family members. Don't assume communication has occurred, have a plan, ask for feedback, and set expectations that open dialogue is an ongoing process. How Succession Advisors created an educational platform of wealth succession resources to meet needs of individuals and families. "Creating a roadmap in a succession plan is critical. " — Alison Marckstadt About Alison Marckstadt: Alison Marckstadt is co-founder of Succession Advisors and has over 15 years of experience in private equity and family office, supporting successful entrepreneurs and investors alike. Most recently, she was a Vice President and Client Relations expert at Caprock, a multi-family office, SEC-registered investment advisory firm focused on developing and advising on customized wealth strategies for individuals and families. Previously, Alison worked for Tom Barrack the Founder/Chairman/CEO of Colony Capital, Inc, where she provided day to day oversight and management of the various aspects of his public and private businesses, in addition to being a Lead for his Family Office team. Prior to Colony Capital, Alison was at Leonard Green & Partners, a leading Private Equity firm based in Los Angeles who primarily focuses on companies providing services, including consumer, business, and healthcare services, as well as retail, distribution, and industrials; and formerly as the Chief of Staff for Marty Geller of Geller & Company a firm that provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations, located in New York City. Alison graduated from Vassar College with a B.A. in Philosophy and Chemistry and obtained her Series 65 license, known as the Uniform Investment Adviser Law Examination, in 2019. Connect with Alison Marckstadt: Website: https://successionadvisors.com/ Email: amarckstadt@successionadvisors.com Linked In: https://www.linkedin.com/in/alison-marckstadt-a07b0091/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304
Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Lisa discuss: How mentorship should be Practicing reverse mentoring What a good culture looks like The burden of perfectionism Key Takeaways: Mentorship doesn't focus on the “how” but on the “why” of the job. Whether you are the mentor or the mentee, you have to come into the meeting with an agenda or else you'll both be wasting each other's time. Reverse mentoring is a good way to engage younger and less experienced people so that they could share their opinions and feelings about working in the organization safely. Create a culture where people are all connected and all enjoying spending time with each other and working together. Free yourself from the burden of perfectionism. Be humble and honest about your mistakes, be gracious to yourself, and learn from it. "Mentorship is different. It's not about learning the technical elements of your job, that's the organization's responsibility, mentorship is the individual's responsibility." — Lisa Crafford About Lisa Crafford: In her career she has had the opportunity to work for small family owned businesses, large retail franchises, non-profits, and Fortune 500 companies spanning Australia and the United States. She has lived in three continents, and traveled to over 30 countries. Her experience includes business and practice management, consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer service. In 2012 she founded Cogent, a practice management study group which existed to help financial advisors improve their business operations. She is a graduate of The College of William and Mary's Executive MBA Program, and was elected Class President for the Class of 2014.. In her role as a consultant with BNY Mellon's Pershing she has the great privilege to work with leading RIA firms around the world on building enduring advisory firms. She also loves to contribute to the wider industry and share her experience with students and those looking to join her wonderful industry. Connect with Lisa Crafford: Website: https://www.pershing.com/ LinkedIn: https://www.linkedin.com/in/lisacrafford/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan, Haith and Henry discuss: Turning into the needs of your customers The importance of tenacity and determination Know your "why?" Building a business with purpose Key Takeaways: Keep a pulse on what it is your market or clientbase needs. Don't let yourself be stuck on what service you want to provide, but learn to implement services that clients want you to provide. Dedicate yourself to getting it done - whatever needs to get done. Bring everything into the fight and refuse to quit. Tenacity and determination is the key. Things almost never go the way we want it to and that's why it's important to know why you're doing what you're doing. Your purpose will be a reference point for times when you feel the lack of motivation to move forward. Go beyond material success. Chase success with purpose and passion in mind. The meaning of your legacy lies in the lives of the people that you've impacted positively. About Haith and Henry Johnson: They are a husband and wife team who own LeHost Hair and Wigs. They have been in the beauty industry for over 30 years and believe that passion, purpose and service should guide how you spend your time every day. Connect with Haith and Henry Johnson: Facebook: https://www.facebook.com/lehosthair/ Website: https://www.lehosthair.com/ LinkedIn: https://www.linkedin.com/in/henry-johnson-79831620/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Ed Morton discuss: The fulfillment of giving back Learning from your mistakes Importance of building trust in any organization Leadership is influence Key Takeaways: In every step of the way, consider those that have yet to reach where you are and help them along. We have a responsibility to give to others the opportunity that we have been given. Don't waste your mistakes. There's a valuable lesson to be learned in each one. Experience is one of the best teachers. In any organization, it's important that there is cohesiveness, trust, accountability, and equality. See that each member is as important as the other and that everyone is doing their job, including the leader. Leadership is influence, it isn't about telling people how to do their job, it's about reminding them why and giving them the resources to accomplish their individual mission. "None of us will accomplish our mission unless all of us believe in what we're doing." — Ed Morton About Ed Morton: He is an accomplished executive and leader, from serving in the military to working as CEO for NCH Healthcare system, to being a portfolio manager to serving on a number of boards. Ed resides in Naples, Florida and is actively involved in the community. Connect with Ed Morton: LinkedIn: https://www.linkedin.com/in/edward-morton-3a1a2612/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Marcus discuss: The importance of media presence Winning at what you want Building your dream, career, or business Importance of accountability in keeping your word Key Takeaways: Video is becoming more and more important. Think about how your authentic identity can appear in public and social media. Win at something that energizes you. Struggle will happen, so it's better to struggle and move in a direction you want to go towards. When building your dream, build it brick by brick, focus on the day to day. Be a person of your word and always give value to people. Surround yourself with people that can get things done. When you fall short of keeping your word, own it, communicate with the person that trusted you. Be there to take responsibility for what happened and be honest. "Keeping your word is probably just as important, you need people to trust you, trust your word and it means something to a lot of people. Those who have the ability to influence what you're doing need to know that they can trust you." — Marcus Lewis About Marcus Lewis: He is the President of Full View Productions, a full-service video production company in Detroit, Michigan. They work with their clients to develop top-notch ideas, direct film productions, and orchestrate post-production — ultimately, setting their clients apart from the competition. Connect with Marcus Lewis: Website: https://fullviewpro.com/ Facebook: https://www.facebook.com/FVPUSA/ Instagram: https://www.instagram.com/fullviewproductions/ LinkedIn: https://www.linkedin.com/in/marcuslewisfvp/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Doug Speight: Leaving a Legacy In this episode, Nathan and Doug discuss: How entrepreneurship takes curiosity Leaving a legacy Approaching each day with humility Taking care of our ecosystem Key Takeaways: Entrepreneurship takes a certain degree of curiosity - a love for learning new things and making new solutions for unaddressed problems. At some point, everyone's has to think about what legacy they'll leave behind. How will you like to leave this earth better than you found it? Approach each day with humility. You don't know everything, so keep your mind open to the new ideas of experts and innovators in your field. Your company does not exists in a void, there's a whole ecosystem that it relies on it. It's not somebody else's responsibility to take care of this ecosystem, but the responsibility of every member in it, including you. "A brilliant statement that stuck with me for my entire career: go where they, the competition, aren't." — Doug Speight About Doug Speight: He is a tech startup founder, Innovation Commercialization Director for universities, NASA and DOE research labs, and Entrepreneur-In-Residence at Co.Lab and CODE2040/Google. He is also an Angel Fund Director, a Co-inventor in additive manufacturing, a startup addict and last but not the least, a playful dad. Connect with Doug Speight: Twitter: https://twitter.com/DougSpeight Website: https://annextechpartners.com LinkedIn: https://www.linkedin.com/in/doug-speight-91b1932/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Tom Graney discuss: Aligning life plans and investment plans Importance of focusing on client needs Why listening is so important Learning from your clients Key Takeaways: The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans. Always consider the client's comfort level with various strategies. For example, you can explore ways to plan for a family's financial needs while at the same time meeting philanthropic goals. Listen and ask questions, avoid assuming or dictating without understanding their entire situation or learning about their investing philosophy. Look forward to learning from your clients. Approach each meeting with curiosity and humility, while also giving them sound ideas and providing tools that will help them succeed. "The biggest mistake that's made in our industry is that we tell… we don't listen enough." — Tom Graney About Tom Graney: He is a Senior Wealth Advisor at Planning Alternatives with a mission to serve clients' best interests. He works with high net worth individuals, families and executives to develop successful wealth plans that meet their current and future goals and aspirations. His direct experience managing both client relationships and teams of financial consultants has given him a broad set of skills in the financial services industry . He has served on multiple non-profit boards and has learned that to be part of a community it is important to be involved and give back. Connect with Tom Graney: LinkedIn: https://www.linkedin.com/in/tom-graney-cfp®-7b891323/ Phone: 239 450 5903 Email: thomas.g@planningalt.com Address: 649 Fifth Avenue South, Suite 221, Naples, FL 34102 Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Connect with Tom Graney: Phone: 239 450 5903 Email: thomas.g@planningalt.com Address: 649 Fifth Avenue South, Suite 221, Naples, FL 34102 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Jack Uldrich discuss: How to be a futurist? The challenge of unlearning Trends to keep an eye on Importance of being aware of risks Key Takeaways: Anyone can be a futurist, different people can take different paths into becoming one as long as you are curious about the future, are concerned about the world making it to the best possible outcomes, and are committed enough to your ideas that you're willing to take action. People can understand what is coming next, what they have a really hard time doing is letting go of what they have always known. Unlearning takes humility, curiosity and a willingness to not only ask questions but to get better at asking better questions. Here are some trends to keep an eye on: cryptocurrency, artificial intelligence, quantum computing, satellite technology, the internet of things, and 3D printing robotics. And one of the most fascinating thing about all this is that it's not going to be just one technology that transforms the world, it's going to be a convergence of multiple technologies. We need to be more accountable and more responsible about the creation of technology. People need to ask more questions about possible negative implications of technology. It is only through this process of looking also at the dark-side of technologies can we ensure that we can create the best future possible. "So many people are unafraid of uncertainty that fear locks them in and that keeps them from embracing the immense possibility of the future. " — Jack Uldrich About Jack Uldrich: He is a well-recognized global futurist, speaker, and author of eleven books, including award-winning best sellers. He is a frequent speaker on technology, change management and leadership and has addressed hundreds of corporations, associations and not-for-profit organizations on five continents. He regularly makes television appearances on the Science Channel's “FutureScape” program and the Discovery Channel show “Inside Out,” and is a frequent guest on major media outlets, including CNN, CNBC and National Public Radio. Jack is also an ongoing contributor on emerging technologies and future trends for a number of publications, including The Wall Street Journal, Forbes, Wired Magazine and BusinessWeek. Jack is a former naval intelligence officer and Defense Department official. He served as the director of the Minnesota Office of Strategic and Long-Range Planning under Minnesota Governor Jesse Ventura. His most recent book is Foresight 20/20: A Futurist Explores the Trends Transforming Tomorrow and his forthcoming book is Business as Unusual: How to Future-Proof Yourself Against Tomorrow's Transformational Trends, Today. Connect with Jack Uldrich: Twitter: https://twitter.com/jumpthecurve Facebook: https://www.facebook.com/Jumpthecurve.net Website: https://jackuldrich.com LinkedIn: https://www.linkedin.com/in/jackuldrich YouTube: https://www.youtube.com/user/ChiefUnlearner Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Jennifer discuss: The demand for mental health services De-stigmatizing conversations around mental health Contributions of women in leadership What makes Lightfully Behavioral Health unique Key Takeaways: The arrival of the pandemic exacerbated existing mental health issues in many people. The demand for mental health services has significantly increased. To de-stigmatize conversations about mental health, try to gradually practice vulnerability and openness with your loved ones. Cultivating a nurturing, highly collaborative and highly communicative environment in the workplace is the optimal for people in mental health care profession. Bring solutions that work based on evidence. Demonstrate efficacy of treatment through data, show how someone improves through treatment. "Be open, make that connection with your loved one. Do your best to be vulnerable." — Jennifer Steiner About Jennifer Steiner: As Chief Executive Officer of Lightfully Behavioral Health, Jennifer is responsible for leading Lightfully's vision, mission and culture. Jennifer has a history of excellence in healthcare delivery and a proven track record of success. During the last decade, Jennifer has been actively creating positive change in mental health on a national scale. She is passionate about improving the standards of care in mental health by maintaining an intense focus on clinical quality, fostering collaboration and accountability, and facilitating innovation. Jennifer holds an MBA from the University of Michigan's Ross School of Business and earned her undergraduate degree in liberal arts from The Colorado College. She lives in Santa Barbara with her family, including her golden retriever, Mochi. She enjoys running, yoga, learning and the beautiful California shoreline. Jennifer is also the founder of “Lead Like a CHIQ”, a movement she created that promotes the power of authentically female leadership. Connect with Jennifer Steiner: Website: http://www.lightfully.com/ Twitter: https://twitter.com/LightfullyBH Facebook: https://www.facebook.com/LightfullyBH/ Instagram https://www.instagram.com/lightfullybh/ YouTube: https://www.youtube.com/channel/UCf_p9h-dpubADwhp_DrMP9w LinkedIn: https://www.linkedin.com/in/jennifer-steiner-b9a58810/ | https://www.linkedin.com/company/lightfullybehavioralhealth Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Justine Talla Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Jeffrey Kleintop discuss: How Jeff develops and maintains his knowledge base Communication learnings Developing a global perspective Maintaining a sense of discovery each day Key Takeaways: Utilize technology to keep a pulse on world events and to keep collaboration with other people going. Focus on the audience, getting asked questions is a good indicator that they are completely engaged in the topic. Use imagery and compact your sentences with long pauses in between to help your audience catch up and digest what you're saying. Recognize opportunities that show themselves, don't think about what could go wrong but what could go right - it may very well be the right step towards your own growth. Be motivated by a sense of discovery, cultivate a deep sense of curiosity about the world and about people. “Don't be afraid of making mistakes, try not to minimize risks - take smart risks and don't be afraid of the occasional setback." — Jeffrey Kleintop About Jeff Kleintop: As Managing Director and Chief Global Investment Strategist at Charles Schwab, Jeffrey is responsible for analyzing and discussing international markets, trends, and events to help investors understand their significance and financial implications. He provides research, commentary, and actionable insights to Schwab's client-facing teams and the firm's Investor Services and Advisor Services clients. Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career, he was chief investment strategist at PNC Wealth Management. Cited in The Wall Street Journal as one of “Wall Street's best and brightest,” Jeffrey frequently appears on CNBC, Bloomberg TV, and CNN, and is often quoted in The Wall Street Journal, Barron's, and the Financial Times. Connect with Jeff Kleintop: Twitter: https://twitter.com/JeffreyKleintop Website: https://www.schwab.com LinkedIn: https://www.linkedin.com/in/jeffrey-kleintop-36427a9/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nate and Brian Gast discuss: Why people don't find fulfillment when they are living in success Learning from failures and blowups Taking an honest inventory Seeing the deeper need Key Takeaways: Happiness and fulfillment is an inside job. You can't buy your way into it, it's not something that has to happen externally, fulfillment is cultivated within. As you grow older, you stop learning from success and start learning more from failure. For some people, it takes a few blowups to realize their blindspots. Are you going to wait for that blowup before you sit down with someone and figure out yours? Take an honest inventory of what really is going on. Try it yourself, but if you have someone you can trust who will tell you your blindspots with brutal honesty, even better. Success, money and fame are not often what people really want when they say they want them, but there's a deeper need behind each that has to be fulfilled in order for the person to feel truly happy. "Humans actually are lousy predictors of what will make them happy… It's an inside job, the nature of fulfillment is." — Brian Gast About Brian Gast: He is a Former CEO who managed three fast-growing Telecommunication companies and then he became an executive coach who's a certified forum facilitator for YPO. He has a Master's in Business Administration and his focus is in helping people find their purpose and potential. He has a book called, “The Business of Wanting More: Why Some Executives Move from Success to Fulfillment and Others Don't”. Connect with Brian Gast: Twitter: http://www.twitter.com/briangast Facebook: https://www.facebook.com/executivelifecoach Website: http://www.briangast.com/ or https://quadrantinternational.net LinkedIn: https://www.linkedin.com/in/briangast/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
My guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management. With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV. As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network. Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
In this episode, Marcy welcomes special guest Nathan Mersereau to discuss the ins and outs of navigating finances and financial planning during divorce. As CEO and President of Planning Alternatives, Nathan offers over 25 years of experience and expertise in the world of financial services and has led the firm to industry recognition by winning the esteemed Schwab Trailblazer award. His firm’s approach to financial management focuses on holistic and objective financial management. Their philosophy is to empower people to live the life they value. Taking a close, hard look at your financial situation, particularly during a stressful divorce, can be very overwhelming. In this episode, Nathan and Marcy discuss the varying approaches you can take in order to make the smartest and best decisions now in order to keep your financial future on track. Marcy describes Nathan and his team as ‘financial doctors’ helping clients restore the state of their financial health in a way that provides comprehensive wealth management solutions in order to achieve and maintain financial independence. Don’t be a bystander during a time that is critical to your financial future – tune in and take advantage of this free expert advice! Learn more about Nathan Mersereau and the financial services his team provides here: https://www.planningalt.com
In this episode, Nathan and Antony Davies discuss: How to create change from an economic perspective. Sustainable incentives. Debts and government involvement in debt. The motivation behind writing his upcoming book, Cooperation and Coercion Key Takeaways: −The fundamentals of economics boils down to two things; all things have a trade-off and all people respond to incentives. -The money the government spends without increasing the taxes will be taxed to unborn generations who will have to pay that debt despite having a say in this inherited debt. −It is the government failing to do its job that is causing the short-term incentive problem, including the impact on the environment from companies. −The biggest myth is that the government owes $23 trillion. The debt is much greater. That $23 trillion is just the federal government. “The largest problem with the debt is that politicians have figured out a way to tax people who can't vote. And that's effectively what debt is." — Antony Davies Connect with Antony Davies: Book: Cooperation and Coercion: How Busybodies Become Busybullies and What that Means for Economics and Politics Show: Words & Numbers Podcast YouTube: Antony Davies Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304
In this episode, Nathan and Julie Faupel discuss: Julie is the owner of Jackson Hole Real Estate and the newly launched REALM, a Real Estate tech company. Decision making around risk taking. Her recipe for success rooted around mindset. Connection and authenticity with people on your journey. Key Takeaways: There is always a balance in risk taking. Have a healthy perspective on your life and your support makes it easier to charge head long into a risky situation. Don’t be afraid of hard work – it might be scary or difficult, but good things will come. Develop compassion for people in their journeys as they are now. Fear is what keeps us small. "The more you bring your most authentic self to the table, the better results you get from other people, the more honest the communications are, the higher you can actually achieve." — Julie Faupel Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Dakin Sloss discuss: Dakin’s professional journey. Breakthrough scientific startups. How the human experience will change with technology. Key Takeaways: AI will have a dramatic effect on our lives. Valuable companies are created with valuable people. Don’t wait to take action when a decision is available. Diligence with communication is a key priority for success. The #1 ingredient in building your team is hunger within the individual. “Success leaves clues. I have tracked those clues and tried to do what other, more successful people than me have done to follow in their footsteps.“- Dakin Sloss Connect with Dakin Sloss: Twitter: @DakinSloss Website: PrimeMoversLab.com & DakinSloss.com LinkedIn: Dakin Sloss Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Sara Vladic discuss: Sara’s role as the storyteller for USS Indianapolis The story of USS Indianapolis. What Sara has learned over the 17-year-long project. The legacy of the USS Indianapolis. Key Takeaways: A perfect storm of miscommunication occurred in the disaster of the USS Indianapolis sinking on July 30, 1945. Only 316 survived from the original 1,196 crew on board. The legacy of the Indianapolis story is to recognize the significance of what our veterans choose to do for us and how they fought to provide the freedoms which we now enjoy. "Not all of us are meant to serve, but we can certainly serve those who did and we should never forget that." — Sara Vladic Connect with Sara Vladic: Twitter: @SurfinSara Book: Indianapolis: The True Story of the Worst Sea Disaster in U.S. Naval History and the Fifty-Year Fight to Exonerate an Innocent Man Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Rob Follows: Founder and CEO of STS Capital Partners In this episode, Nathan and Rob Follows discuss: The STS Capital Partners value proposition. Issues business owners should consider before selling. Philanthropy and creating legacy. Setting big goals to inspire your heart and mind. Key Takeaways: It’s not what you think you’re worth as a seller, it’s what the buyer sees doing with your firm that matters most. Doing your homework in advance of a sale can lead to a significant increase in selling price. You don’t need a magical DNA mix to accomplish things in life, anyone can accomplish big goals with reflection, planning, and execution. Find a way to accomplish your goals. You don’t have to rush them, you just have to do them. "You’ve got to set big goals, ones that you love and inspire you. Anyone can do that; it does take being brave." — Rob Follows Connect with Rob Follows: Rob Follows, Founding Chairman & CEO 4 Robert Speck Pkwy Mississauga, ON L4Z 1S1 Phone 905.804.1934 Email: rob@stscapital.com LinkedIn: www.linkedin.com/in/robfollows/ Company Website: www.stscapital.com Company LinkedIn: www.linkedin.com/company/sts-capital-partners/about/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Bill Emerson discuss: Bill’s upbringing, college days at Penn State and lessons learned from his father. How team sports shapes people. Bill’s journey from loan officer to CEO of Quicken Loans. Leadership insight, the importance of serving others and what motivates Bill today. Key Takeaways: You don’t have to be the most talented, you just have to work harder than everyone else. Effort, energy, and sacrifice is required if you want to be great. Everything starts with the people on your team and your relationships with them. Focus on removing obstacles for the people you are leading. Give in any capacity you can because it is the right thing to do. "When you take team members and empower them to be part of the solution, you can do anything." — Bill Emerson Connect with Bill Emerson: Bill Emerson, Vice Chairman Quicken Loans & Rock Holdings, Inc. 1050 Woodward Ave. Detroit, MI 48226 800 863-4332 Twitter – @BillEmerson Quicken Loans website - www.quickenloans.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected. "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 Company Website – www.privateocean.com Company Facebook - www.facebook.com/privateocean/ Company Twitter - @_privateocean Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/ Email – Greg.Friedman@privateocean.com Twitter – @GregFriedmanCEO LinkedIn - www.linkedin.com/in/greg-friedman-cfp/ Connect with Shaun Kapusinski: Shaun Kapusinski, MBA, HCS - Director of Operations Sequoia Financial Group Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333 Main Office Phone Number: 888 225-3777 Company Website - www.sequoia-financial.com Company LinkedIn - www.linkedin.com/company/sequoia-financial-group Email – skapusinski@sequoia-financial.com Company Phone – 330 255-4349 Twitter – @shaunkap LinkedIn - www.linkedin.com/in/shaunkapusinski/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Kathy Laurinaitis discuss: Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates. Kathy's career path and milestones. What it’s like for Kathy to have her life showcased on a reality TV show. Advice Kathy would give to a 20-year-old self. Key Takeaways: We learn through the challenges that are thrown at us. Let go and don’t worry about being judged. Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light at the end of the tunnel. Take care of yourself – health is first – and enjoy the ride. "Surround yourself with the right people." — Kathy Laurinaitis Connect with Kathy Laurinaitis: Kathy Colace Laurinaitis, Managing Partner & Founder JBN & Associates, LLC 11111 North Scottsdale Rd., Scottsdale, AZ 85254 Twitter – @KathyColace Personal LinkedIn - www.linkedin.com/in/kathycolace/ Company Website - www.jbnassociates.com Company Facebook – www.facebook.com/TeamJBN/ Company LinkedIn - www.linkedin.com/company/jbn-&-associates-llc/ Email – kathy@jbnassociates.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and De Lacy Davis discuss: The importance of teaching young people financial literacy. How becoming a police officer inspired De Lacy to give back to his community. The importance of mentorship and building the next generation. The signs of a great leader. Key Takeaways: There is a hunger and need for children in poverty to access financial literacy tools and resources. The goal of servant leadership is to serve. Judge yourself by the leaders you helped create. Ask yourself, “What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?” "It gets me excited to see the impact of the lives I’ve touched." — De Lacy Davis Connect with De Lacy Davis: Twitter: @delacydavis Website: familyorgdirectory.fmhi.usf.edu Blog: delacydavis.blogspot.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Laura Gray Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Leslie discuss: The process of creating effective brand strategies. The Easy Button story. The challenges of balancing work and family. Advice for a 20 year-old Leslie. Key Takeaways: A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer. When you’re in a project and you don’t feel success, power through. If you don’t take yourself too seriously, magic can happen. Don’t compare, play your own game, enjoy the process. "Tackle big problems with great people." — Leslie Sims Connect with Leslie Sims: LinkedIn: @LeslieSims Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Bernie discuss: How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets. Bernie’s career track in the investment industry. Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people. What opportunities Bernie sees for the future. Key Takeaways: Amassing great teams filled with diversity builds a strong business. Mentors are available at all stages of life. Deal with problems head on. Bad news is best early and in great detail. Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined. "It’s the people around us that make us great." — Bernie Clark Connect with Bernie Clark: Website: https://www.aboutschwab.com/leadership/bernard-clark LinkedIn: @bernie-clark Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Laura Gray Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Amanda discuss: What attracts people to lululemon. Amanda's global career journey at lululemon. How vision and goals create a possibility mindset. Amanda's experience of moving out of a place of fear and into a place of trust. How the practice of yoga allows you to show up for yourself. Key Takeaways: Be comfortable with self-inquiry - comparison to others gets in our way. Focus on the similarities we have with others, not the differences. Give without expecting anything in return. Set goals that are relevant for yourself and your values. Don't let fear of failure prevent you from pursuing possibilities. "Anything is possible." — Amanda Casgar Connect with Amanda Casgar: Website: www.lululemon.com LinkedIn: #amanda-casgar Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Laura Gray Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Nathan and Nikki Raimi discuss: Nikki’s life and career path. Networking companies and how they work. How Nikki went from a teacher, to a stay at home mom, to a running her own business. Lessons learned in being true to yourself and empowering others. Key Takeaways: Making a clear plan and setting goals are the key. Stay true to yourself and take risks. Empower yourself, empower others. Being authentic is the key to success and connecting to other people. Know your ‘Why?’ "My life is built on relationships." — Nikki Raimi Connect with Nikki Raimi LinkedIn - www.linkedin.com/in/nikki-raimi Facebook Personal - www.facebook.com/nraimi Email - nraimi0712@gmail.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Laura Gray Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Alexis Glick: CEO of GENYOUth In this episode, Nathan and Alexis Glick discuss: What motivates Alexis as CEO of GENYOUth Alexis’ journalism career track through CNBC, The Today Show and Fox Business Network Her favorite interview. Lessons learned from her experience in journalism, philanthropy and leadership. Key Takeaways: Everyone has a role to play to give back to society. Take opportunities to try new things and expand your horizons. Preparation is critical. Nurture relationships, stay connected, serve those around you. "There is no perfect time. Now is the time.” — Alexis Glick Connect with Alexis Glick: Twitter: @AlexisGlick Website: www.genyouthnow.org Website: www.alexisglick.com LinkedIn: Alexis Glick Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Jessie Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Devlin Fenton: CEO of Go99 In this episode, Nathan and Devlin discuss: - Go99’s vision of being the Uber of the trucking industry. -Devlin's path from South Africa to Vancouver. -Common themes Devlin has observed in business. -How investing in your people pays dividends. -What Devlin is looking forward to. Key Takeaways: -Have the right people on your bus. Make sure the right people are doing the job that best suits their skillset and behaviors. -Everyone has a skill, but behavior and habits that will impact success the most. -There’s no such as thing as the right time, the right politics, the right economic state, just do it. - -Look for problems to solve. -Find the balance between being all in and working hard, but living a fulfilled life. "If you’re young and hungry and you want to go out and make something, don’t wait for the perfect time, just go do it." — Devlin Fenton Connect with Devlin Fenton: CEO - Go99 38 Fell Ave North Vancouver BC V7S2V1 Canada Website: www.go99.ca Email: devlin@surespan.com LinkedIn: www.linkedin.com/in/devlinfenton Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Rumia Ambrose-Burbank: Co-Founder and President of VMS365 In this episode, Nathan and Rumia Ambrose-Burbank discuss: -How VMS365 - Vendor Management Solutions 365 - started and its focus today. -Rumia's background, career path, and milestones. -Challenges of being a female minority business owner. -What motivates Rumia today and why she wants to give back. Key Takeaways: -Be self-reflective – be willing to take the advice, or at least consider the advice, you are given by your mentors -Be around people who are focused, or you won’t be focused. -Have resolve to work and do a good job. -The world isn’t going to change and morph around you in a day, so sometimes you need to adjust to survive -Don’t be afraid to say yes if you think you can do something. Do everything you can to figure out how to do it. "At the end of the day, it’s relationships. And you can’t build a relationship until people are comfortable." — Rumia Ambrose-Burbank Connect with Rumia: LinkedIn: Rumia Ambrose-Burbank Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Mark Tibergien: CEO, Pershing Advisor Solutions In this episode, Nathan and Mark Tibergien discuss: BNY Mellon and Pershing Advisor Solutions. The importance of organizational adaptation to change. Mark’s career path and milestones. The importance of people management. Making an impact through financial literacy. Key Takeaways: Find ways to differentiate. Focus on who you serve instead of what you sell. The greatest experience you’ve had anywhere is the same experience you want everywhere. If you are going to be building an organization with superior talent, you first must be conscious of the nature of the work. Be clear what excellence looks like in each position. You cannot motivate people, you can only demotivate them. Commit to things that you believe will make a lasting impact. "Your best employee is more important than your most important client." — Mark Tibergien Connect with Mark Tibergien: Twitter: @MarkTibergien Website: www.pershing.com/biographies/mark-tibergien Email: mtibergien@pershing.com Book: The Enduring Advisory Firm – Mark C. Tibergien and Kimberly G. Dellarocca LinkedIn: www.linkedin.com/in/marktibergien Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 uite 200
Jason Raznick: CEO & Founder of Benzinga In this episode, Nathan and Jason Raznick discuss: What is Benzinga and who they serve. How the Benzinga name was created. Jason's career path and milestones. How Jason navigates hiring and growth. Three words describing Jason's startup journey. Key Takeaways: Look to solve problems with ideas, content and planning. Having a great team in place is key to building a successful company. Don't stress over things you can't control. Jason’s 3-step test: best case scenario, worse case, what are obstacles? Focus on how you can impact your outcome by setting goals. It is okay to fail. Just do better the next day. "You have to ignore the noise and focus on what you can impact." — Jason Raznick Connect with Jason Raznick: Twitter: @JasonRaznick Website: https://www.benzinga.com/ LinkedIn: https://www.linkedin.com/in/jasonraznick/ Phone: (877) 440-3464 Address: Benzinga One Campus Martius Suite 200 Detroit, MI 48226 Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Jessie Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Stuart DePina: Group President Envestnet | Tamarac In this episode, Nathan and Stuart DePina discuss: How Envestnet | Tamarac differentiates itself. Stuart's career path and milestones. Lessons learned through determination, opportunities and failure. The Tamarac story and Great by Choice book. Stuart's motivation and what he'd tell a 20 year old self. Key Takeaways: Be curious. Always look for solutions to advance the organization and mission. Some of the best learnings come out of failure. Not every metric is meaningful. Know what is important to measure. Stay narrow, stay focused and stay disciplined to differentiate your company. Make sure your people understand that they matter. "What drives me every day is getting up and helping people be successful.” — Stuart DePina Connect with Stuart DePina: Stuart DePina, Group President Envestnet | Tamarac 701 Fifth Avenue, 14th Floor Seattle, WA 98104 Chicago (Headquarters) 35 East Wacker Dr., 24th Floor Chicago, Il 60601 Website - www.envestnet.com Email - Stuart.Depina@envestnet.com Twitter - @ENVDePina LinkedIn - www.linkedin.com/in/sdepina/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website:www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter:@NathanMersereau LinkedIn:Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Danielle Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Tanya Hall: CEO, Greenleaf Book Group In this episode, Nathan and Tanya Hall discuss: How Greenleaf Book Group helps authors get published. What motivated Tanya to publish Ideas, Influence and Income. What components are necessary for a successful book launch. Tanya’s career path, lessons learned and principles applied. Key Takeaways: Authors should pick the right partners to ensure their project is successful. If you want to advance your ideas, look to solve a problem in a new way or bring a fresh perspective to light. Engage your team around core values. "Look for ways to create constant growth.” — Tanya Hall Connect with Tanya Hall: Twitter: @tanyahall Facebook: https://www.facebook.com/Greenleaf-Book-Group-104627692032/ Website: https://greenleafbookgroup.com/ Email: contact@greenleafbookgroup.com Book: IDEAS, INFLUENCE, AND INCOME LinkedIn: https://www.linkedin.com/in/tanyajhall/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Show Producer: Danielle Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Ellyn Davidson: President, Brogan & Partners In this episode, Nathan and Ellyn Davidson discuss: Who is Brogan & Partners. Pivotal moments in Ellyn's career. How a mentor influenced Ellyn. How dealing with cancer created a new perspective on life. Key Takeaways: Focus on creating a healthy culture when you take over a business. As a mentor, allow the mentee to do things on their own, but be available when they need your help. Do not micromanage your employees; instead guide your employees. Don't sweat the small stuff. "We should never take ourselves too seriously but we should take our clients very seriously.” — Ellyn Davidson Connect with Ellyn Davidson: Twitter: @ellynd Phone Number: (248) 341- 8211 Website: https://brogan.com Email: EDavidson@brogan.com Facebook: https://www.facebook.com/broganpartners YouTube: https://www.youtube.com/user/BroganSpots LinkedIn: https://www.linkedin.com/in/ellyndavidson/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by show producer: Danielle Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Mark Moses: CEO and Founder, CEO Coaching International In this episode, Nathan and Mark Moses discuss: What is CEO Coaching International? Why should you go with your gut? Be careful who you hire. Key Takeaways: Hiring people like yourself can be dangerous. Hire top talent that fits your culture. Figure out what you want in life and business. "If these people don't live your values and you are misaligned by the values of your business, it won't work. " — Mark Moses Connect with Mark Moses: Twitter: @CEOCoachMark Website: www.ceocoachinginternational.com Email: markmoses@ceocoachinginternational.com LinkedIn: www.linkedin.com/in/markmoses/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show notes by show producer: Danielle Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Anthony Venus: CEO and Co-founder, YayPay In this episode, Nathan and Anthony discuss: What is YayPay? What are some of the defining moments that brought you to where you are today? Where did the name YayPay originated? How have you used the idea would I spend a day in a canoe with you in your business? Key Takeaways: What goes up does come down. Timing is associated with success. Listen to the market. In business the rules are always changing and the game never ends. Persistence pays off "I actually think that a lot of success is simply putting your head down and plowing on through." — Anthony Venus Connect with Anthony: Twitter: @Ant_Venus Website: www.yaypay.com Email: anthony@yaypay.com LinkedIn: LinkedIn Anthony Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan@dayinacanoe.com Twitter:@NathanMersereau LinkedIn: Nathan's Profile Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Show Producer: Danielle Taylor Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, filled with wealth, wisdom, meaning and purpose. That all starts with surrounding yourself with people you'd want to spend a day in a canoe with.
Would your clients spend a day in a canoe with you? Nathan Mersereau – President of Planning Alternatives
You know what's the worst? Stale networking events filled with a bunch of people you don't know rubbing elbows, shoulders, maybe even knees. Find out what Nathan Mersereau did to set up truly unforgettable networking events in this episode.
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