Podcasts about prosperity financial group

Elliot H. Kallen is a seasoned leader with over 30 years of entrepreneurial and business ownership experience. As the founder of Prosperity Financial Group, Inc., and former CEO of two companies, Elliot brings exceptional expertise to his financial planning and advising practice. He is a sought-after keynote speaker, addressing topics like motivation, leadership, charitable work, marketing, and finance. CONNECT WITH HIM https://prosperityfinancialgroup.com/ Subscribe to this channel now!  https://www.youtube.com/user/lunidelouis/?sub_confirmation=1    ---------------------------------------------------- Join our exclusive Facebook group @ https://www.facebook.com/groups/339709559955223  --------------------------------------------------- Looking for accountability to do your morning routine -- join us tomorrow morning, it's FREE:   https://bestmorningroutineever.com/  ----------------------------------------­­­­­­­-------------

"Success comes partially by hanging in there long enough and learning and growing from your mistakes."Motivation in business isn't just about feeling inspired; it's about having a driving force that keeps you swinging the bat, even when the nose gets bloody. This episode unpacks the relentless spirit behind successful entrepreneurship—highlighting the lessons learned through failures, the importance of understanding cash flow, and the necessity of adjusting plans daily.Our guest shares lessons from his journey through industrial packaging, environmental cleanup, and financial services. He emphasizes the importance of cash flow, strategic mentorship, and planning for the next three to five years. Success, he reminds us, is a long-term game that rewards resilience.Elliot Kallen is a serial entrepreneur, best-selling author of Driven, and the founder of Prosperity Financial Group. With 40 years of experience across industries, he helps business owners navigate growth, financial planning, and exit strategies. Passionate about giving back, he also supports teens through his foundation.Expert action steps:1. Surround yourself with smart people: “Surround yourself with smart people that you can ask and get good advice from.”2. Learn and research from others' mistakes: “Learn and research so you can grow from your own mistakes. What do successful people in your field do?”3. Plan for the next three to five years: “Plan for the next three to five years and adjust that plan every day.”Learn more and connect:Books: Driven by Elliot Kallen (Amazon bestseller)https://a.co/d/eHWF4Do The Art of the Deal by Donald Trumphttps://a.co/d/6nkgoD1Email: elliot@prosperityfinancialgroup.comWebsite: www.prosperityfinancialgroup.comPhone: 925-314-8503Visit https://www.eCircleAcademy.com and book a success call with Nicky to take your practice to the next level.

In this episode of "Predictable B2B Success," host Vinay Koshy speaks with Elliot Kallen, a dynamic entrepreneur and the driving force behind Prosperity Financial Group. Elliot, coauthor of the Amazon bestseller "Driven," sheds light on how strategic optimism, trust, and philanthropy can pave the way for sustainable revenue growth and a robust company culture. With a career journey marked by numerous ventures, public speaking, and impactful philanthropy through his charity, A Brighter Day, Elliot brings a wealth of experience. Get ready to uncover the essence of leadership, the pivotal role of communication, and why embracing adversity is crucial for entrepreneurial success. Learn how Elliot has harnessed his personal and professional experiences, including the tragic loss of his son, to create meaningful change through charitable efforts. From the significance of purpose-driven business strategies to the transformative power of empathy and listening within an organization, this conversation is packed with actionable insights. Tune in to explore the intersection of business growth and societal impact and how you, too, can foster an environment where team members thrive, innovate, and drive enduring success. Whether you're a seasoned executive or an emerging entrepreneur, this episode offers invaluable lessons on leading with heart and purpose. Some areas we explore in this episode include: Introduction and Background: Elliot's experience and motivation behind his book "Driven."Personal Strengths: Importance of communication skills and empathy.Strategic Optimism and Adversity: Role of optimism in Elliot's journey and personal anecdotes.Philanthropy and Business: Connection between entrepreneurship and his charity, "A Brighter Day."Purpose in Business: Balancing business goals with personal and family aspirations.Challenging Status Quo: Growth through innovation in social media and AI.Leadership Phases: Leadership skills needed in startup, growth, and post-growth phases.Hiring and Succession: Understanding employee goals and planning leadership succession.Community Engagement: Benefits of active community involvement and philanthropy.Trust and Integrity: Build trust with clients and use podcasts to show personality.And much, much more...

Have you ever wondered what it takes to manage family wealth across generations? This week, on Grow Your Business & Grow Your Wealth, host Gary Heldt and guest Elliot Kallen, CEO of Prosperity Financial Group, will discuss the strategies behind creating and sustaining generational wealth. Elliot Kallen, the CEO of Prosperity Financial Group, shares his journey from entrepreneurship to wealth management. With a strong focus on family wealth, Elliot discusses the challenges of business succession, financial literacy, and ensuring the next generation is prepared to inherit and grow family wealth.  Key Takeaways include" 

Are you an impact player? And, how do you know? Our guest today is Elliot Kallen, and he shares with us his story about making a choice to be an impact player in all areas of his life and the results of doing so. TODAY'S WIN-WIN: What are you known for? Choose what you want to be known for and go for it. LINKS FROM THE EPISODE:You can visit our guest's website at:  https://prosperityfinancialgroup.com/ Get a copy of our guest's book here: CLICK HEREAttend our Franchise Sales Training Workshop:  https://bigskyfranchiseteam.com/franchisesalestraining/If you are ready to franchise your business or take it to the next level: CLICK HERE.Connect with our guest on social:Website:https://prosperityfinancialgroup.com/Podcast:https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/YouTube Channel:https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNwFacebook:https://www.facebook.com/ProsperityFinancialGroupInc/2 of 2Linkedin:https://www.linkedin.com/company/prosperity-financial-group/Instagram:https://www.instagram.com/prosperityfinancialgroup/ABOUT OUR GUEST:Elliot H Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects. Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B'nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, he has led his organizations to be actively involved with many charities as this has been a lifelong theme.ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.

Unlock expert insights on wealth management from Elliot Kallen, CEO of Prosperity Financial Group. On this episode of the Everyday Millionaire Show, Elliot shares his inspiring journey, detailing how he transitioned from being an accountant to a renowned financial advisor. Discover the secrets behind his firm's success in managing nearly a billion dollars in assets, all while navigating the high cost of living in one of the most expensive states.Dive deep into strategic investment approaches, including the importance of diversified portfolios and the balance between ETFs, mutual funds, and individual stocks. Tune in for actionable advice on maintaining strong client relationships and achieving financial stability in today's volatile economic landscape.

Elliot Kallen is a #1 Amazon Best-Selling Author of DRIVEN: How to Elevate Your Success as an Entrepreneur, a book that provides invaluable insights, lessons, and strategies on how to succeed as a leader and entrepreneur. He has amassed a wealth of leadership experience over four decades running several companies he founded, including Prosperity Financial Group, an investment advisory firm with almost $1B AUM, and A Brighter Day, a nonprofit organization that provides scholarship funds and mental health resources to teens experiencing stress, depression, and suicidal thoughts.Elliot started Brighter Day in memory of his youngest son, Jake, who committed suicide at 19, and he has grown it to become a renowned national organization, helping 5,000 to 10,000 teens and their families monthly to understand, protect, and sustain their mental health.More Info: Prosperity Financial Group A Brighter DaySponsors: Master Your Podcast Course: MasterYourSwagFree Coaching Session: Master Leadership 360 CoachingSupport Our Show: Click HereLily's Story: My Trust ManifestoSupport this show http://supporter.acast.com/masterleadership. Hosted on Acast. See acast.com/privacy for more information.

Today, I'm joined by Elliot Kallen, and we're talking about Entrepreneurial Leadership. Elliot has amassed a wealth of leadership experience over four decades, running several companies he founded. These companies include Prosperity Financial Group, an investment advisory firm with almost $1B in Assets Under Management, and A Brighter Day, a nonprofit organization that provides scholarship funds and mental health resources to teens experiencing stress, depression, and suicidal thoughts. He is also the #1 Amazon Best-Selling Author of DRIVEN: How to Elevate Your Success as an Entrepreneur, which is a book that provides invaluable insights, lessons, and strategies on how to succeed as a leader and entrepreneur. I'm excited to have him on the show to learn more about Entrepreneurial Leadership. Show resources: DRIVEN: How to Elevate Your Success as an Entrepreneur Prosperity Financial Group Meet the Expert with Elliot Kallen® podcast Sponsors: Farrow Skin Care Salty Sailor Coffee Company Leader Connect The Qualified Leadership Series ____ Get all of Jon Rennie's bestselling leadership books for 15% off the regular price today! HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is a lot about leadership and being an effective leader, but it also delves into a sensitive topic: Leading through difficult times. This week's guest, Elliot Kallen, has many times had to stay focused on managing his companies amid chaos in his personal and professional life.Elliot is no stranger to tragedy. In 2015, his son, Jake, committed suicide and left a note that made Elliot promise to help teens and their families understand, protect, and sustain their mental health.Join us in this conversation, and our hope is that it inspires you to become a better leader, parent, partner, or child; and that it reminds you that no matter what challenges you currently face, you are not alone and that it's okay to ask for support and help.ABOUT OUR GUESTElliot Kallen is a #1 Amazon Best-Selling Author of DRIVEN: How to Elevate Your Success as an Entrepreneur, a book that provides invaluable insights, lessons, and strategies on how to succeed as a leader and entrepreneur.He has amassed a wealth of leadership experience over four decades running several companies he founded, including Prosperity Financial Group, an investment advisory firm with almost $1B AUM, and A Brighter Day, a nonprofit organization that provides scholarship funds and mental health resources to teens experiencing stress, depression, and suicidal thoughts. Elliot started Brighter Day in memory of his youngest son, Jake, who committed suicide at 19, and he has grown it to become a renowned national organization, helping 5,000 to 10,000 teens and their families monthly to understand, protect, and sustain their mental health.Learn more about Elliot and his work here: https://prosperityfinancialgroup.com/elliot-kallen/ABOUT OUR HOSTKen Eslick is an Entrepreneur, Author, Podcaster, Tony Robbins Trainer, Life Coach, Husband of 35+ Years, and Grandfather. Ken currently spends his time as the President & Founder of The Leaders Lab where he and his team focus on Senior Leadership Acquisition. They get founders the next level C-Suite Leaders they need to go from being an Inc. Magazine 5000 fastest growing company to $100,000,000 + in revenue.  You can learn more about Ken and his team attheleaderslab.coListen to more episodes on Mission Matters:https://missionmatters.com/author/ken-eslick/

Join us for this compelling discussion with Elliot Kallen, who not only delves into the mechanics of financial advising but also touches on the human aspects of business and personal growth. These insights provide valuable lessons on financial management, personal growth, and contributing to societal welfare. Tune in to learn how to blend success with significance!     Key Takeaways To Listen For Successful business exit strategies and the value of proper tax planning Strategies for achieving personal fulfillment alongside professional success  Portfolio management and investment strategies suited for business owners Elliot's charity and its Impactful work in combating teen suicide The critical role of professional advice in business and personal financial matters     Resources/Links Mentioned In This Episode A Brighter Day Charity The Richest Man in Babylon by George S. Clason | Paperback and Hardcover DRIVEN by Adam Torres and Elliot Kallen | Paperback     About Elliot Kallen Elliot H. Kallen is a Financial Planner, Wealth Advisor, and Registered Principal with over 30 years of experience. He founded Prosperity Financial Group, Inc. after serving as CEO of two other companies and building international organizations. A Rutgers University graduate with a BA in Accounting and Economics, Elliot is an active speaker on topics including leadership and finance. He is deeply involved in charitable work, serving on various boards and as President of A Brighter Day Charity, which he started after his son's suicide in 2015 to combat teen suicide. His efforts have made a significant impact on thousands of families.     Connect with Elliot  Website: Prosperity Financial Group Podcast: Meet The Expert with Elliot Kallen | Apple Podcasts and Spotify Phone Number: (510) 206-1103     Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

This powerful clip from THINK Business LIVE with Jon Dwoskin and Elliot Kallen, Founder of Prosperity Financial Group, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Elliot Kallen: Website: https://prosperityfinancialgroup.com/ Instagram: https://www.instagram.com/prosperityfinancialgroup/ LinkedIn: https://www.linkedin.com/company/prosperity-financial-group/ Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/ *E – explicit language may be used in this podcast.

Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Elliot Kallen, Founder of Prosperity Financial Group. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Elliot Kallen: Website: https://prosperityfinancialgroup.com/ Instagram: https://www.instagram.com/prosperityfinancialgroup/ LinkedIn: https://www.linkedin.com/company/prosperity-financial-group/ Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/ *E – explicit language may be used in this podcast.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects. In this episode, Brian and Elliot discuss: 1. The Art of Underpromising and Overdelivering in Financial Advisory 2. Leveraging Trust to Expand Your High Net Worth Client Base 3. The Story Behind Brighter Day Foundation 4. Exploring Liquid Alternatives LinkedIn: https://www.linkedin.com/in/elliotkallen/  Website: https://prosperityfinancialgroup.com/  Charity Website: https://abrighterday.info/  Instagram: https://www.instagram.com/prosperityfinancialgroup/  Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/  YouTube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Join Dann"E" Williams in an empowering episode of the "Owners Pride Podcast" as we welcome special guest Elliot Kallen, CEO of Prosperity Financial Group, philanthropist, and author of the influential book "Driven." In this comprehensive session, Elliot dives into crucial topics for both budding and seasoned entrepreneurs, sharing his expert insights on business coaching, strategic retirement planning, and the intricate decision-making behind hiring legal support. Discover the heartfelt story behind his charity, A Brighter Day, initiated after the profound personal loss of his son. This episode not only explores Elliot's professional journey and his leadership roles but also highlights his podcast "Meet the Expert," where he discusses the nuances of financial freedom and business success. Elliot's extensive experience in financial planning and his dedication to mental health advocacy through his charity work provide invaluable lessons on leadership and living a purpose-driven life. Whether you're managing a small business or looking for personal growth, this episode offers rich advice and motivation to steer you towards prosperity and resilience. Tune in to learn how to navigate the complexities of entrepreneurship, optimize your financial strategies, and make impactful changes in your community. This episode is a must-listen for anyone eager to transform their professional and personal life.

As a financial advisor, no matter how experienced you are, it's always easier to learn from others' mistakes than commit them yourself.  The same is true for learning from other advisors' successes too.  That's why I invited Elliot Kallen on to today's show. Not only does Elliot have 30 years of experience of being a financial advisor, but he's also built three successful businesses, including Prosperity Financial Group.  Elliot has racked up a lot of marketing wins and losses over the past 30 years—and he's sharing the most pivotal ones in today's episode.  Listen now.  Show highlights include: How simply being a good friend can fill your calendar with highly qualified appointments (4:38)  The “4M Motivations” each of your clients will have (and how to uncover their motivations before they even do) (10:48)  How to prepare your clients for downturns in the market so they can take advantage of them (12:27)  The “for” question that calms your clients' anxious and worried minds in an instant (even when their investments keep losing value) (14:22)  This one controversial phrase ethically forces your clients to trust you even when you're losing them money (17:13)  How the overlooked “their world” marketing strategy can improve the success of every marketing campaign you run (21:12)  The single most important “skill” for determining your long-term success and wealth (32:17)  Here's the advice a 30-year financial advising veteran would give to himself if he were a first-year advisor (38:03)  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to learn more about Elliot and Prosperity Financial Group? Head to their website here: https://prosperityfinancialgroup.com/  Do you have a teenager or know one? Head to Elliot's non-profit, A Brighter Day, to help raise awareness about teenage suicide here: https://abrighterday.info/ 

As the financial world rapidly evolves, having an innovative and grounded perspective is essential. This is something an entrepreneurship and finance guru emphasizes. Let's discuss the importance of behavioral finance in highlighting common mistakes investors make and some critical wisdom to help individuals manage their investments effectively.Join us on Average Joe Finances as our guest Elliot Kallen shares valuable insights about behavioral finance, discussing the importance of being tactical and strategic in investing and trust's role in financial advisor-client relationships. In this episode:Learn how to efficiently invest to give you the highest probability of achieving your retirement objective with the lowest possible risk.Avoid common financial pitfalls like adopting a groupthink approach or investing with emotion.Create the right mindset to achieve financial freedom.Learn why trust is a big issue with financial planners and what Elliot does to ensure clients feel comfortable and secure.And so much more!Key Moments:00:01:17 Understanding Behavioral Finance00:02:27 Investment Strategies and Mistakes00:08:03 The Role of Trust in Finance00:09:23 Overcoming Fear in Investment00:11:44 Investment Opportunities and Risks00:19:37 The Importance of Strategic Thinking in Investment00:22:09 Investing in the Stock Market: Current State and Predictions00:22:25 Understanding the Market: Bullish vs Bearish Perspectives00:22:43 Investment Opportunities in Times of Economic Malaise00:23:26 Investing in the Defense Industry: A Tactical Approach00:24:27 Investing in Technology: The Future of AI and Cybersecurity26:40 Lessons Learned: Mistakes and Successes in Business and FinanceFind Elliot Kallen on:Website: https://prosperityfinancialgroup.com/Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/LinkedIn: https://www.linkedin.com/company/prosperity-financial-group/ Youtube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw Instagram: https://www.instagram.com/prosperityfinancialgroup/Podcast: https://podcasts.apple.com/us/podcast/getting-real-elliot-kallen-prosperity-financial-group/id1106735103?i=1000511926838 Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

Note: I want to share a brief content warning to my readers and listeners regarding this episode with guest Elliot Kallen. While Elliot's story is powerful and important, there is discussion of teenage mental health and self-harm. If you or someone you know is struggling, please see below for resources. Elliot Kallen stands as an exemplar of leadership, leveraging a profound wealth of expertise amassed over three decades in entrepreneurial endeavors and financial advisory services. With a commitment to excellence, Elliot is the driving force behind Prosperity Financial Group, Inc., drawing from his experience as a CEO of two other companies and an international business builder. Beyond his prowess in the financial realm, Elliot is a sought-after keynote speaker, gracing platforms for charities, podcasts, and radio shows to share insights on motivation, leadership, charitable initiatives, marketing strategies, and diverse financial topics. Notably, he serves as the President of A Brighter Day Charity, a 501c(3) organization born from personal tragedy—the loss of his youngest son, Jake, in 2015. A Brighter Day Charity's outreach has profoundly impacted numerous families, solidifying its role as a beacon of hope in the lives of teens and parents alike. THE POWER OF EMPATHY IN ENTREPRENEURSHIPA word you don't hear frequently when discussing business and dealmaking is “empathy”. Elliot, however, has made it a goal of his to implement this emotion into his business and dealmaking. In fact, he believes it is a crucial trait for entrepreneurs, as it allows them to truly understand and connect with their clients' needs and aspirations. By utilizing empathy within his business and dealmaking, Elliot is enabled to build some of the strongest relationships with his clients. By genuinely caring about his clients' well-being and success – going so far as to treat them as family – he creates a unique and approachable experience that is unmatched in the financial advisory industry. THE IMPORTANCE OF PERSEVERANCE IN ENTREPRENEURSHIPElliot is no stranger to challenges, not just in his professional life, but also in his personal life. These challenges have highlighted the importance of perseverance for Elliot – and it should be something that all entrepreneurs learn. Perseverance is a crucial trait for entrepreneurs to possess and cultivate. The path of entrepreneurship is often filled with challenges, setbacks, and failures. It requires the ability to keep going despite these obstacles and maintain a relentless pursuit of success. Without perseverance, many entrepreneurs would give up at the first sign of difficulty, missing out on the opportunities and growth that come from pushing through adversity. Frankly put, perseverance is sometimes what separates successful entrepreneurs from those who fall short. A BRIGHTER DAY – RESOURCES TO HELP TEENAGERS IN NEEDMost of us are no stranger to the unbearable weight of mental health and stress. Each year, teenagers face depression and other mental health issues alone, but we need to step up for our youth and let them know they're not alone. That's why Elliot started his charity, A Brighter Day. A Brighter Day is a mental health resource that focuses on providing resources and support for teens and their families who are dealing with stress and depression. The aim of A Brighter Day is to prevent teen suicide, and as such, they have been able to reach thousands of families each month with their resources. To learn more about A Brighter Day, please visit their website: https://abrighterday.info If you or someone you know is struggling, please reach out for help: National Suicide Prevention Hotline: Dial 988 Mental Health Community Services: Dial 211 Immediate Emergency Services: Dial 911 • • •For my full discussion with Elliot Kallen, and more on this topic and topics not featured on this blog post:Listen to the Full DealQuest Podcast Episode Here• • •FOR MORE ON ELLIOT KALLEN:https://www.linkedin.com/in/elliotkallen/Get Elliot Kallen's new, best-selling book: Driven: How to Elevate Your Success and Entrepreneur Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Elliot H. Kallen, President of Prosperity Financial Group, a financial planning and advising firm. Elliot is a three time CEO with a passion for working with family businesses to achieve a meaningful life beyond financial measure. Listen in as they discuss the emotional aspect of family businesses and the hypothetical umbilical cord that's hard to sever. It could be a reason why family business owners want their kids to take over– so they can stay close to the action. Or, they may be reluctant to let go of their company baby and plan to work until they die.  Does the next generation even want to own the business, or do they want the wealth from an exit and the ability to move on? And what's your retirement strategy? Make it more than watching four hours of TV a day. Elliot is a proponent of creating a meaningful life. He shared the heart-wrenching story of his youngest son's death by suicide, and how he's honoring his memory by taking action to help other families. A Brighter Day charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide.  Enjoy this Succession Stories episode about meaningful transitions with Elliot Kallen. Find Elliot here: https://prosperityfinancialgroup.com/ ❤️ Show us the love:  Submit a review for "Succession Stories" on Apple Podcasts or Spotify _______________________________________ My Links:

Elliot H Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects. Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B'nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, he has led his organizations to be actively involved with many charities as this has been a lifelong theme. Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and is having a major impact on the lives of our teens and parents.  Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Elliot Kallen: Website: https://prosperityfinancialgroup.com/ Instagram: https://www.instagram.com/prosperityfinancialgroup/ LinkedIn: https://www.linkedin.com/company/prosperity-financial-group/ Facebook: https://www.facebook.com/ProsperityFinancialGroupInc/ *E – explicit language may be used in this podcast.

“Let's make Tuesday better than Monday, [and] Wednesday better than Tuesday...I want to have a better day than yesterday. How do you define a better day?” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Elliot Kallen @prosperityfinancialgroup!  Elliot is the Founder, Financial Advisor, and Wealth Manager at Prosperity Financial Group Inc. The Prosperity Financial Group Inc is an investment advisory firm that provides services to build retirement goals, invest in assets, and family wealth management. He has over 25 years of experience in entrepreneurial business ownership experience and is an expert at helping clients reach their financial goals! S5 Episode 29: 11/14/2023 Featuring Kelly Johnson with Special Guest Elliot Kallen Audio Credit Intro: Draw The Line Mastered by Connor Christian Follow Our Podcast: Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  Twitter: @dailygrindpod https://www.twitter.com/dailygrindpod  Podcast Website: https://direct.me/dailygrindpod  Follow Our Special Guest: Instagram: @prosperityfinancialgroup Website: https://prosperityfinancialgroup.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/dailygrindpod/support

In this episode Misty discusses how financial fears can be fueled by the news and the current econimic conditions. She is joined by Elliot Kallen, owner of Prosperity Financial Group to discuss how to navigate the changing economy and why finding our purpose can motivate us to keep moving forward.Where to find Elliot KallenWebsite: prosperityfinancialgroup.comLinkedIn: linkedin.com/in/elliotkallenWhere to find MistyWebsite:mistylynch.comsoundviewfinancialadvisors.comInstagram: @mistylynchcfp

Tune into #TGV394 to get clarity on the above topic. Here are the timestamp-based pointers from Elliot's conversation with Naveen Samala on The Guiding VoiceFirst rapid-fire round of random words/Introduction and context settingToughest lessons learned in his entrepreneurship journeyThe 4 pillars of wealth management and how to master them?How to avoid common financial pitfalls like adopting a groupthink approach or investing with emotion.How to create the right mindset to achieve financial freedom.How you efficiently invest to give you the highest probability of achieving your retirement objective with the lowest possible risk.Elliot's podcast Meet the Expert with Elliot Kallen® WITTY ANSWERS TO THE RAPID-FIRE QUESTIONSONE PIECE OF ADVICE TO THOSE ASPIRING TO MAKE BIG IN THEIR CAREERS TRIVIA ABOUT Global retirement planning:ABOUT THE GUEST:Elliot Kallen is the Founder of Prosperity Financial Group, an investment advisory firm with over $300M+ assets under management.They have helped thousands of individuals, including busy professionals, entrepreneurs, and retirees, manage their money and achieve financial independence. Elliot has 30+ years of experience working in the California financial services industry and is widely recognized as one of the foremost thought leaders in the sector. He has received many awards, including the 2020 Marquis Who's Who Lifetime Award, Strathmore's Who's Who Award, and the Ronald Reagan Gold Medal Award.Connect with Elliot on LI:https://www.linkedin.com/in/elliotkallen/CONNECT WITH THE HOST ON LINKEDIN:Naveen Samala: https://www.linkedin.com/in/naveensamalahttp://www.naveensamala.comIf you'd like to contribute to our mission, please donate (any amount of your choice) through Paypalhttps://paypal.me/NaveenSamlaIf you wish to become a productivity monk: enroll for this course: https://www.udemy.com/course/productivitymonk/TGV Inspiring Lives Volume 1 is on Amazon:Kindle:https://amzn.eu/d/cKTKtyCPaperback:https://amzn.eu/d/4Y1HAXj#TGV is available in Hindi & Telugu:https://youtube.com/@tgvhindi https://youtube.com/@tgvtelugu Audio:https://open.spotify.com/show/2wyLNGG0tsHucmhRauh4o3 (#tgvhindi)https://open.spotify.com/show/3fCfHwoFIiehHJSPcgoX4I (#tgvtelugu)FOLLOW ON TWITTER:@guidingvoice@naveensamala Hosted on Acast. See acast.com/privacy for more information.

State of the Economy Insights on the U.S. and global economic climate. Predictions about the upcoming financial recession and its potential impacts. Money Mistakes & Investment Strategies Common financial errors people make during uncertain times. Navigating economic downturns by embracing fear. Elliot's top recession-proof investment ideas. Psychology in Finance Understanding irrational investment decisions. Combatting biases to build a resilient portfolio that can endure market ups and downs. The Future of Wealth Management Changes based on generational shifts and evolving needs. The role and impact of AI in the wealth management sector. Building Trust in Finance Addressing trust issues with financial planners. Elliot's approach to ensuring clients feel secure and confident. Visit Elliot at: Prosperity Financial Group Visit Kerry at: FSN

In this episode of Money Talkies once again we speak to the amazing Elliot Kallen. Elliot is the Founder and the President of Prosperity Financial Group, an Industry Authority in Finance, and the renowned contrarian investor. With almost ten figures in assets under management, his firm has redefined success for countless professionals, entrepreneurs and retirees by capitalizing on opportunities during economic downturns.  Prosperity Financial Group makes smart investments when masses are fearful and running for the hills of safety. The firm's trademark "if it's money, it's personal", and reflects Elliott's commitment to personalised financial solutions unique to each individual. He is also an Amazon Best-Selling Author in business section for his recent book "Driven".  And in today's episode we're speaking to Elliot about the three phases of entrepreneurship. Let's find out! And if you want to upgrade your money mindset, then click on the link https://www.millionairefoundations.com/ and watch my free training. Connect with Elliot here: Website: https://prosperityfinancialgroup.com/ Podcast: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/ Ready to rewrite your money story? Register to my Five Day Millionaire Mindset Makeover Workshop here: https://www.abundancemindsetmakeover.com/ Visit our website for more information: http://gullkhan.com/

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Elliot H Kallen (http://www.prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects. Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B'nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, he has led his organizations to be actively involved with many charities as this has been a lifelong theme. Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and is having a major impact on the lives of our teens and parents. LinkedIn: https://www.linkedin.com/in/elliotkallen/ Company Linkedin: https://www.linkedin.com/company/prosperity-financial-group/ Website: http://www.prosperityfinancialgroup.com/ Facebook: https://www.facebook.com/ProsperityFinancialGroupInc Instagram: https://www.instagram.com/prosperityfinancialgroup/ Youtube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Today we're on another episode of our Friday Feature where we talk with astounding entrepreneurs and their success stories. In today's episode we're speaking to Elliot Kallen.  Elliot is the Founder and the President of Prosperity Financial Group, an Industry Authority in Finance, and the renowned contrarian investor. With almost ten figures in assets in management, his firm has redefined success for countless professionals, entrepreneurs and retirees by capitalizing on opportunities during economic downturns.  Prosperity Financial Group makes smart investments when masses are fearful and running for the hills of safety. The firm's trademark "if it's money, it's personal", and reflects Elliott's commitment to personalised financial solutions unique to each individual. He is also an Amazon Best-Selling Author in business section for his recent book "Driven".  Let's speak to Elliott and find out how he changed his life by changing his mindset. And if you want to upgrade your money mindset, then click on the link https://www.millionairefoundations.com/ and watch my free training. Connect with Elliot here: Website: https://prosperityfinancialgroup.com/ Podcast: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/ Ready to rewrite your money story? Register to my Five Day Millionaire Mindset Makeover Workshop here: https://www.abundancemindsetmakeover.com/ Visit our website for more information: http://gullkhan.com/

Do you wonder how a CEO of three different successful companies also has the time to write an Amazon bestselling book? Well, today's guest Elliot Kallen shares exactly how he did just that. Elliot is the CEO of Prosperity Financial Group; a financial advising group that focuses on their client's quality of life in retirement. In my interview with Elliot, he explains the most effective way to gain new clients and you'll walk away from this episode knowing how to develop your own raving fans. Elliot also shares the personal story behind why he started his own charity, A Brighter Day, and a fair warning that it will pull at your heartstrings.Highlights:00:05:51 - Shaping your mindset as an entrepreneur00:08:06 - How Elliot found the time to write his book, Driven00:09:59 - Ways to keep swinging despite adversity00:13:40 - How life lessons help build successful companies00:16:33 - Ways to minimize overthinking00:17:35 - The four phases of entrepreneurship00:22:55 - The most effective way to gain new clients00:25:44 - How to develop your own raving fans00:28:41 - Ways to grow yourself as an entrepreneurConnect with KristinInstagramLinkedInWebsiteBreakout PlanCourse WaitlistConnect with ElliotProsperity Financial Group WebsiteElliot's PodcastDriven By Elliot KalenA Brighter Day Website

Welcome to Season 3, Episode 10 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Laurie Barkman to discuss the intricate journey every entrepreneur faces: the path from birthing a business idea to the emotional and pragmatic challenges of selling and transitioning into retirement. They discuss the essential role of an advisor, the hazards of not being adequately prepared for transitions, and the significance of charitable considerations post-sale. Read More:https://prosperityfinancialgroup.com/podcast/meet-the-expert-with-elliot-kallen/start-scale-step-back-the-business-owners-transition/Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/Visit Us: https://prosperityfinancialgroup.com/We understand—you're busy. Between work, family, social, and personal life, it's all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn't an option. That's where we come in.At Prosperity Financial Group, we'll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.Get started: https://prosperityfinancialgroup.com/book-your-appointment/

In this week's Quick Fire Friday (QFF) episode, Rob Cameron interviews Elliot Kallen, CEO of Prosperity Financial Group. He's based in California, United States. Elliot, with nearly 30 years of financial expertise, shares insights that can help entrepreneurs like you navigate the journey of building wealth over the long term. Whether you're in the startup phase, experiencing growth, or planning your exit strategy, his advice can make a significant difference. One key lesson Elliot imparts is the importance of seeking professional help early on. Many entrepreneurs, in their early stages, hesitate to trust experts or surround themselves with financial advisors, but this is often a crucial step toward long-term success. Elliot also highlights the need to strike a balance between business, family, and personal goals. Money should be a tool for achieving your vision and legacy, not the ultimate goal itself. When it comes to exit strategies, Elliot suggests thinking about it seriously within two to five years of retirement or exit. It's not just about financial planning but also about creating a fulfilling post-entrepreneurial life. Remember, the key takeaway from Elliot's wisdom is to create your vision, seek out experts, and surround yourself with smart people. If you're interested in exploring these ideas further, I recommend connecting with Elliot and having a Growth Chat to see how you can qualify for their next course. Your future success might just depend on it. Ready to dive deeper into this topic? Tune in to this week's podcast episode, if you're ready to take your business and financial future seriously. Link to listen now! Don't miss out on this game-changing insight.

https://youtu.be/ZPZl8v53D5g Elliot Kallen is the Owner of Prosperity Financial Group, where he helps successful individuals, families, and businesses to build, manage, and protect their wealth. We discuss the four main steps to building wealth, the number one goal for retirees today, and what holistic wealth management is all about. --- Build Your Wealth in 4 Steps with Elliot Kallen Our guest is Elliot Kallen, the owner of Prosperity Financial Group, innovators in 401k plans, retirement plans, creative investments, tax reductions, and building a legacy. Elliot, welcome to the show. Great to be here, Steve. Thank you.  It's exciting to have you here. I've got some questions I'm really curious about. First of all, tell us a little bit about how did you land in wealth management as your entrepreneurial field? So what the road, was it a winding road that brought you here? Thank you, Steve. It's a great question. Some people have a straight line in their life. And I have to tell you, mine was not as straight as I would have liked it to have been. It's a little bit crooked, sometimes it even takes a step backward. I think I'm like most entrepreneurs out there, not sure who's listening here, is that we have vision, we have dream, and occasionally we have failures, but we don't call them failures, we call them opportunities, learning lessons, all these things. And this is the third company that I've started in my life. The first one was an industrial packaging company. And after leaving the accounting world, the big accounting world that I had for college, and I sold that company in 1987. And then I started after some time an environmental cleanup company and consulting company. And we did that. And then the market began to change at the end of the Clinton and the beginning of the Bush administration. George Bush, the older one. And I knew I wanted to get back into finance, get back into money, get back into math. And so I came to California when my wife was pregnant with my twins and started Prosperity Financial Group. And we've grown from an acorn to today, I own two companies here that total almost three quarters of a billion dollars. So from an acorn to a unicorn? Unicorn, I like to think of it, entrepreneurs, the second you're thinking that you're solid and you're strong is when things go wrong. So we are a budding entrepreneurial business in a growth mode, no matter how big we get. Okay. That is cool. I mean, this is what we want, basically a growing business, but it's all about, it's all about the journey and be able to continue to grow your business. So let's talk about frameworks because that's the theme of this podcast is management blueprint. It's about frameworks that help people conceptualize how to deal with their challenges in their business and in their financial situations as well. And you have a framework around managing wealth for entrepreneurs. So what does that framework look like? How should an entrepreneur look at the challenge of managing their wealth? So this is, Steve, every entrepreneur goes through many phases, but I've narrowed them down to three for conversation's sake. And it really doesn't depend, it does not depend on the widget, the service, and so forth. It really depends on the entrepreneur. So here's the first phase that everybody goes through, whether you're Colonel Sanders starting at 65, or you're a crypto person starting at 26, it doesn't matter. The first phase is I'm putting it together, I'm trying to get a vision. I'm not sure what that vision is right now. Sometimes I'm working out of my garage, sometimes I'm doing this because no one wants to hire me or the economy isn't working for me or I'm the only one that seems to see it. And we call that the startup and growth phase, where you're just lacking money, you don't know what to do. You're also many times starting your personal relationships in your twenties and thirties, starting a family, holy cow. I've got two kids,

Welcome to Season 3, Episode 9 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational alignment, transform employee conversations, and embrace playfulness in professional branding. Are you a C-suite looking to up your leadership skills? Tune in!Read more: https://prosperityfinancialgroup.com/podcast/breakthrough-leadership-shaping-company-culture/Questions? Contact Us: https://prosperityfinancialgroup.com/book-your-appointment/

Elliot Kallen is the Owner of Prosperity Financial Group, where he helps successful individuals, families, and businesses to build, manage, and protect their wealth. We discuss the four main steps to building wealth, the number one goal for retirees today, and what holistic wealth management is all about.   Time Stamps [00:37] Elliot's entrepreneurial journey [02:33] Elliot's experience with management blueprints [06:13] How to build wealth in 4 steps [08:56] The two main ways to distribute your wealth [12:10] How Elliot and his team manage people's assets and money [14:30] The number one goal for retirees today [17:31] Elliot's plan for distributing his wealth [20:56] Parting thoughts    Links and Resources Steve and Greg Cleary's Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain Work with Steve - Stevepreda.com Prosperityfinancialgroup.com Call Elliot on 510-206-1103 Contact Elliot via email - Elliot@Prosperityfinancialgroup.com Elliot's LinkedIn 

Welcome to Season 3, Episode 7 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen and Jenifer Bloodsworth explore the fascinating intersection of psychology and finance. Understanding the two thinking systems in our brains can shed light on why we sometimes make irrational investment decisions. They also cover how to combat common biases and build a resilient portfolio that can withstand market volatility and global risks. The insights gained could be a game-changer for your long-term financial success.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment

Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects.Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B'nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, he has led his organization to be actively involved with many charities as this has been a lifelong theme.Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and are having a major impact on the lives of our teens.Learn more:https://prosperityfinancialgroup.com/ and https://abrighterday.info/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-elliot-kallen-president-of-prosperity-financial-group

Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects.Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B'nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, he has led his organization to be actively involved with many charities as this has been a lifelong theme.Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and are having a major impact on the lives of our teens.Learn more:https://prosperityfinancialgroup.com/ and https://abrighterday.info/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-elliot-kallen-president-of-prosperity-financial-group

Elliot Kallen, the owner of Prosperity Financial Group, a wealth advisor to entrepreneurs, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the importance of financial planning for entrepreneurs and his charity helping tackle depression and thoughts of suicide.Here is what they covered in more detail: Elliot's background Prosperity Financial Group's mission The importance of financial planning for entrepreneurs What common mistakes do entrepreneurs make when gaining wealth, and why staying the course to achieve financial goals can be the biggest challenge today? What are your tips on how to get your business in top shape and ready for a sale?  You have sold three companies, so you have a wealth of knowledge to share on how to do it successfully. What are the biggest financial lessons you have learned over his long financial advisor and entrepreneur career? Let's focus on resilience for entrepreneurs: Strategies to overcome adversity. Despite great hardship, you were still able to run your companies and launch a charity that is today a well-known national organization after the death of your son Recommended reading: Think and Grow Rich and The Greatest Salesman in the World  Wrap up: the best way to reach out: +1 (5 1 0) 2 0 6 1 1 0 3 or elliot@prosperityfinancialgroup.com or  Prosperity Financial Group website

In this episode of Zero to CEO, join me in an enlightening conversation with financial planning authority Elliot Kallen. We delve deep into the intricacies of wealth growth, family or business protection, estate preservation, and legacy creation for your family or charity. Elliot, the founder of Prosperity Financial Group, boasts of managing over $300M in assets and has guided thousands, including professionals, entrepreneurs, and retirees, toward financial independence. Our discussion explores the four pillars of family wealth management, offering insights into growing wealth and establishing a legacy. We consider the financial requirements for a comfortable retirement, efficient investment strategies for maximizing retirement goals with minimal risk, and ways to avoid common financial pitfalls such as groupthink tendencies and emotional investing. We also shed light on the common mistakes made in wealth accumulation and the challenges of staying on course in today's dynamic world. Lastly, Elliot shares his thoughts on cultivating the right mindset for financial freedom and building trust with financial planners. So, join us and take a step closer to your financial goals.

In this episode, Elliot Kallen brings on Bob DeRochie to discuss the current state of the economy, inflation, interest rates, and investment strategies for both bonds and equities. From playing defense in fixed income to focusing on value and healthcare in equities, this episode provides valuable guidance for investors seeking to make informed decisions in an ever-changing market.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/

Welcome to Season 3, Episode 5 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Tiffany Dyson to delve into the unique challenges women face in financial planning due to social, cultural, and economic factors. They discuss the impact of longer life expectancy, income gaps, and caregiving responsibilities on women's financial plans. The conversation also covers financial planning across different life phases and the importance of empathy and communication in addressing the needs of diverse clients.Visit Us: https://prosperityfinancialgroup.com/Book an Appointment: https://prosperityfinancialgroup.com/Read More: https://prosperityfinancialgroup.com/...

This episode was recorded on Tuesday, May 9 and a short highlights reel was made available to premium subscribers that same day. The full podcast episode followed a day later. To become a premium subscriber sign up on Supercast or Substack. Elliot Kallen, founder of Prosperity Financial Group, joins the podcast to discuss his expectations for a coming recession, to start this summer, and why some of the best opportunities may be in technology stocks and corporate bonds. Content Highlights Tech stocks: the pullback is coming (3:31); The market is starting to flatline. Look to midcap value stocks (6:04); The Fed will likely raise rates one more time and then reverse. Time to buy bonds -- corporates (8:47); Consumers have already started to pull back, judging by some primary evidence the guest gathers... (12:02); Why the recession will be mild, despite the red flags (17:38); Background on the guest (24:00); Active management has its place (30:24); Thoughts on the next generation growth industries (36:53). Not investment advice. Do your own research. Make your own decisions. More Information on the Guest Website: ProsperityFinancialGroup.com; Facebook; YouTube.

Elliot Kallen is the 14th inspiring interview in the G&R Podcast's Rebirth series. Elliot has run Prosperity Financial Group, which is a wealth management firm, for over 30 years. He is also the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress. Elliot and his wife started A Brighter Day in 2015 in memory of their youngest son, Jake, who committed suicide when he was 19 years old. So they have certainly had their own personal experience with Grief and Rebirth. You may be surprised to learn that every year, millions of teenagers struggle with thoughts of depression, deep sadness, isolation, stress, and feeling of helplessness. And because of their mental health issues, thousands commit suicide. Sadly, and too often, the parents of these teens are the last to learn about their child's mental problems, and sometimes it's too late to act. IN THIS EPISODE, YOU'LL HEAR ABOUT THINGS LIKE:The motivation for A Brighter Day came from the suicide of Elliot's son Jake when he was 19 years old.A Brighter Day aims to stop teen suicide, the #1 preventable cause of death.Some of the worrisome warning signs of depression and stress in teens.When it is the right time to seek help for a teen. SOME QUESTIONS IRENE ASKS ELLIOT:What are some important strategies parents can use to help their teens manage mental disorders and build self-confidence?Are there useful tools that teens and young adults can use to manage stress or depression?What are great resources that help teens with their mental health issues, while still allowing them to retain their privacy and dignity?

MPF Discussion with Elliot KallenA Brighter Day with Elliot Kallen Elliot  Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects.Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and is having a major impact on the lives of our teens.On this episode of My Perfect Failure (A Brighter Day) We meet Elliot Kallen who co-founded A Brighter Day in 2016 with his wife Tammy after the loss of their son Jake, to support young adults in their transition to adulthood and to help prevent teen suicide. Elliot discusses the loss of his son Jake and why he is committed to preventing teen suicide and supporting both teenagers and parents.  Some of the areas we cover.  ·       Elliot discusses losing his son Jake to suicide·       Every year, tens of thousands of teenagers struggle with thoughts of suicide·       Co-founding charity “A Brighter Day” in memory of Jake·       Steps we can take to spot signs our children may be vulnerable to suicide·       Measures parents can take to prevent teen suicide  Contact Elliot A Brighter Day website·       https://abrighterday.info/ Contact Elliot by email·       elliot@abrighterday.info Call Elliot·       1 510-206-1103 Please Leave A Review Like this show? Please leave us a review here, even one sentence helps! Consider including your Twitter handle so we can thank you personally! Paul: Contact Details   ·         Work with me: paul@myperfectfailure.com ·         MPF Website: http://www.myperfectfailure.com/  ·         Insta: follow: https://www.instagram.com/myperfectfailure/   ·         Twitter: https://twitter.com/failure_perfect  ·         Facebook MPF Private Group:  https://www.facebook.com/groups/377418129517757 

Welcome Back No-Problem Parents!   NEED TO TALK? TEXT “BRIGHTER” TO 741741   Every year, millions of teenagers struggle with thoughts of depression, deep sadness, isolation, stress, and the feeling of helplessness. Because of their mental health issues, thousands commit suicide, making it one of the leading causes of death among teens in the US. Sadly, and too often, the parents of these teens are the last to learn about their child's mental problems, and sometimes it's too late to take action. A Brighter Day aims to stop teen suicide by educating teens and their parents about mental disorders, and providing resources they can use to reach out and communicate when depression and stress are affecting either their own or the lives of those around them. Meet Elliot Kallen. Elliot is the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress. Elliot and his wife started the nonprofit in 2015 in memory of their youngest son, Jake, who committed suicide at 19. They have helped thousands of teens deal with mental health issues while still allowing them to retain their privacy and dignity. Elliot is also actively involved in several other nonprofit organizations, including the Boys and Girls Club of Contra Costa, and Congregation B'nai Shalom, for which he has helped raise millions of dollars. For nearly 30 years, he has also run a wealth management firm, Prosperity Financial Group, which helps individuals achieve their retirement goals and uniquely invest their assets.   Learn more about Elliot by clicking one of the links: http://abrighterday.info/ https://twitter.com/intent/tweet?text=Home&url=http%3A%2F%2Fabrighterday.info%2F https://www.facebook.com/share.php?u=http%3A%2F%2Fabrighterday.info%2F https://www.linkedin.com/cws/share?url=http%3A%2F%2Fabrighterday.info%2F   _____________________________________________________________________________________________   Are you ready to become a No-Problem Parent? Get Me Started!   Have you heard about our NEW BOOK! No-Problem Parenting; Raising Your Kiddos with More Confidence and Less Fear! Click Here to Purchase the Book and GET FREE SHIPPING  Your Copy   Want access to ALL of Jaci's favorite resources, trainings, parenting course and all things No-Problem Parenting? Learn more at https://www.noproblemparents.com/ Follow us on FB Follow us on IG Follow us on LinkedIn     Hugs and High Fives,   Jaci  

Welcome to Season 2, Episode 34 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Shaina Steinberg from A Brighter Day charity to talk about the impact they are making in the world of teen mental health and teen suicide prevention.A Brighter Day is dedicated to providing educational resources, treatment support, and community events to support struggling parents and teens dealing with depression, anxiety, and stress. Kallen, CEO of Prosperity Financial Group, also shares his charitable donation strategies so you can support your favorite cause.Meet with Elliot Kallen: https://prosperityfinancialgroup.com/book-your-appointment/Support A Brighter Day: https://abrighterday.info/make-a-donation-help-a-brighter-day-charity-stop-teen-suicide/Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/advocate-for-teen-suicide-prevention-with-shaina-steinberg/Are you in crisis and need to talk? Text BRIGHTER to 741741 to speak with a trained support specialist.Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Welcome to Season 2, Episode 34 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Shaina Steinberg from A Brighter Day charity to talk about the impact they are making in the world of teen mental health and teen suicide prevention.A Brighter Day is dedicated to providing educational resources, treatment support, and community events to support struggling parents and teens dealing with depression, anxiety, and stress. Kallen, CEO of Prosperity Financial Group, also shares his charitable donation strategies so you can support your favorite cause.Meet with Elliot Kallen: https://prosperityfinancialgroup.com/book-your-appointment/Support A Brighter Day: https://abrighterday.info/make-a-donation-help-a-brighter-day-charity-stop-teen-suicide/Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/advocate-for-teen-suicide-prevention-with-shaina-steinberg/Are you in crisis and need to talk? Text BRIGHTER to 741741 to speak with a trained support specialist.

Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/In this episode, Elliot Kallen brings on Eric Carpenter to talk about life insurance settlements and how they work as an alternative option to cashing out or letting policies lapse. From policy types and taxes to probate and pricing, here's everything you need to know to determine if your life insurance policy is a huge asset that you should sell.Learn More: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/Start Your Life Insurance Policy Today: https://prosperityfinancialgroup.com/book-your-appointment/Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/In this episode, Elliot Kallen brings on Eric Carpenter to talk about life insurance settlements and how they work as an alternative option to cashing out or letting policies lapse. From policy types and taxes to probate and pricing, here's everything you need to know to determine if your life insurance policy is a huge asset that you should sell.Learn More: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/Read More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/creating-cash-with-your-life-insurance-policy/Start Your Life Insurance Policy Today: https://prosperityfinancialgroup.com/book-your-appointment/

Hi friend, Elliot Kallen is joining us on Life Coach BFF Show to discuss depression in teens and teen suicide. He points out some of the warning signs and ways we can hopefully identify a potentially dangerous situation in order to  prevent a bad ending. Elliot is the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress. Elliot and his wife started the nonprofit in 2015 in memory of their youngest son, Jake, who committed suicide at 19. Every year, millions of teenagers struggle with thoughts of depression, deep sadness, isolation, stress, and the feeling of helplessness. Because of their mental health issues, thousands commit suicide, making it one of the leading causes of death among teens in the US.  Sadly, and too often, the parents of these teens are the last to learn about their child's mental problems, and sometimes it's too late to take action. A Brighter Day aims to stop teen suicide by educating teens and their parents about mental disorders, and providing resources they can use to reach out and communicate when depression and stress are affecting either their own or the lives of those around them. They have helped thousands of teens deal with mental health issues while still allowing them to retain their privacy and dignity. Elliot is also actively involved in several other nonprofit organizations, including the Boys and Girls Club of Contra Costa, and Congregation B'nai Shalom, for which he has helped raise millions of dollars.  For nearly 30 years, he has also run a wealth management firm, Prosperity Financial Group, which helps individuals achieve their retirement goals and uniquely invest their assets. is the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress. Elliot and his wife started the nonprofit in 2015 in memory of their youngest son, Jake, who committed suicide at 19. Every year, millions of teenagers struggle with thoughts of depression, deep sadness, isolation, stress, and the feeling of helplessness. Because of their mental health issues, thousands commit suicide, making it one of the leading causes of death among teens in the US.  Sadly, and too often, the parents of these teens are the last to learn about their child's mental problems, and sometimes it's too late to take action. A Brighter Day aims to stop teen suicide by educating teens and their parents about mental disorders, and providing resources they can use to reach out and communicate when depression and stress are affecting either their own or the lives of those around them. They have helped thousands of teens deal with mental health issues while still allowing them to retain their privacy and dignity. Elliot is also actively involved in several other nonprofit organizations, including the Boys and Girls Club of Contra Costa, and Congregation B'nai Shalom, for which he has helped raise millions of dollars.  For nearly 30 years, he has also run a wealth management firm, Prosperity Financial Group, which helps individuals achieve their retirement goals and uniquely invest their assets. Thank you for your support and wonderful reviews for my new book that launched last week, Keep It Simple, Sarah . Keep It Simple, Sarah contains modern day advice along with your grandmother's "nuggets." It's filled with verses, etiquette tips, and lessons that will help your teen throughout their journey into womanhood. Click here to purchase ! Christmas will be here soon, and this book will make the PERFECT gift! Contact BFF Heather:  Heather@HeatherPettey.com Join Membership Group- CLUB BFF Website: HeatherPettey.com Voice Message: 901-308-7110 Leave a thought or question and verbal permission to read on air. Otherwise, the host will read for you! Instagram @lifecoachbff Facebook @lifecoachbff Private Facebook Group: We Are Your BFFS The best way you can thank me for the free content in this episode, is to rate and review the show on Apple!  *Quick Disclaimer- I'm a coach and not a therapist. Always seek the support of a therapist for clinical mental health issues. Hebrews 12:1      

Welcome to Season 2, Episode 32 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Jean-Charles Boisset to talk about the business of making wine. Tune in to learn about different wine varietals, food pairings, Baccarat crystal glasses, and more. Should you be decanting your Champagne? Click play to find out!Meet with Elliot: https://calendly.com/elliotkallenRead More: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/the-business-of-winemaking-with-jean-charles-boisset/Watch More: https://prosperityfinancialgroup.com/meet-the-investing-expert-with-elliot-kallen/Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Elliot is the Co-Founder and President of A Brighter Day, a nonprofit organization dedicated to helping teens manage depression and stress.He and his wife started the nonprofit in 2015 in memory of their youngest son, Jake, who committed suicide at 19.Every year, millions of teenagers struggle with thoughts of depression, deep sadness, isolation, stress, and the feeling of helplessness. Because of their mental health issues, thousands commit suicide, making it one of the leading causes of death among teens in the US.Sadly, and too often, the parents of these teens are the last to learn about their child's mental problems, and sometimes it's too late to take action.A Brighter Day aims to stop teen suicide by educating teens and their parents about mental disorders, and providing resources they can use to reach out and communicate when depression and stress are affecting either their own or the lives of those around them.They have helped thousands of teens deal with mental health issues while still allowing them to retain their privacy and dignity.Elliot is also actively involved in several other nonprofit organizations, including the Boys and Girls Club of Contra Costa, and Congregation B'nai Shalom, for which he has helped raise millions of dollars.For nearly 30 years, he has also run a wealth management firm, Prosperity Financial Group, which helps individuals achieve their retirement goals and uniquely invest their assets.In This EpisodeA Brighter DayThe Resource CenterThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5739761/advertisement