Podcasts about Prudential Securities

Tom Bodrovics introduces Chris Whalen, author of Inflated: Money, Debt, and the American Dream, which has been re-released in a second edition with significant updates. The conversation focuses on the current state of markets, the impact of President Trump's tariff policies, and the challenges posed by the federal debt and inflation. Chris explains that he removed 20,000 words from his original book to make space for a new chapter analyzing the Federal Reserve's management of the money supply under Ben Bernanke, Janet Yellen, and Jerome Powell. He highlights how the U.S. housing market has become heavily government-supported, leading to increased volatility and rising costs for consumers. Discussing inflation, Chris notes that it is driven by the inability of governments to generate sufficient income to meet their people's needs, as seen in countries like Argentina. He argues that borrowing from future income through debt creates distortions, particularly in housing markets, where prices have surged due to low interest rates and government intervention. He also critiques the dysfunctionality of Congress, which he believes is unable to pass budgets or manage spending effectively. Chris emphasizes the importance of gold as a hedge against inflation and expresses skepticism about stablecoins and cryptocurrencies, calling them speculative vehicles rather than reliable alternatives to fiat currency. He suggests that the U.S. dollar's dominance in global markets contributes to inflationary pressures, as other countries benefit from using dollars without bearing the associated costs. The discussion concludes with Chris offering an optimistic outlook, noting that while challenges remain, opportunities exist for investors to navigate inflation through real estate and gold. He encourages listeners to manage investments with a long-term perspective, considering the erosive effects of even low levels of inflation over time. Time Stamp References:0:00 - Introduction1:02 - His Revised Book3:08 - Tariffs & Debt Distortions7:12 - Reserve Currency & Inflation11:03 - Debt Markets & Fed/Banks17:32 - National Debt & Spending21:18 - DOGE Cuts & Old Systems30:17 - Trump's Strategy?34:04 - Gold During Nixon Era39:08 - Book & US Administrations44:13 - MMT Era & Cryptocurrency?50:21 - Silver Supply & 1800s52:06 - Stablecoin Backing55:02 - Concluding Thoughts56:33 - Wrap Up Guest Links:Website: https://www.rcwhalen.com/X: https://x.com/rcwhalenBooks (Amazon): https://tinyurl.com/mv3wctcrLinkedIn: https://www.linkedin.com/in/rcwhalen/ Richard Christopher Whalen is an investment banker and author based in New York. He serves as Chairman of Whalen Global Advisors LLC, focusing on banking, mortgage finance, and fintech sectors. Christopher is a contributing editor at National Mortgage News and a general securities principal and member of FINRA. From 2014 to 2017, he was the Senior Managing Director and Head of Research at Kroll Bond Rating Agency, leading the Financial Institutions and Corporate Ratings Groups. Previously, he was a principal at Institutional Risk Analytics from 2003 to 2013. Over three decades, Chris has worked as an author, financial professional, and journalist in Washington, New York, and London. After graduating, he served under Rep. Jack Kemp (R-NY) at the House Republican Conference Committee. In 1993, he was the first journalist to report on secret FOMC minutes concealed by Alan Greenspan. His career included roles at the Federal Reserve Bank of New York, Bear Stearns & Co., Prudential Securities, Tangent Capital, and Carrington Mortgage Holdings. Christopher holds a B.A. in History from Villanova University. He is the author of three books: "Ford Men: From Inspiration to Enterprise" (2017), published by Laissez Faire Books; "Inflated: How Money and Debt Built the American Dream" (2010) by John Wiley & Sons; and co-author of "Financial Stability: Fraud, Confidence & the Wealth of Nations,

Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments. He has more than 30 years of experience investing in both traditional and alternative asset classes. Christopher recently co-authored “The Holy Grail of Investing,” with Tony Robbins, which became a #1 New York Times Bestseller. Christopher was honored with the Texas Alternative Investments Association's (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He is a regular contributor to major media outlets, including CNBC, Fox Business, and Bloomberg. Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber. Links: CAZ Investments - https://cazinvestments.com/ Christopher on LinkedIn - https://www.linkedin.com/in/christopher-zook/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:29) - Christopher's Early Life and Influences   (00:07:27) - The Impact of Tony Robbins   (00:22:38) - CAZ Investments' Philosophy and Approach   (00:29:55) - Unprecedented Investment Strategies   (00:31:42) - Focus on Downside Risk   (00:33:00) - Predictability and Consistency in Investments   (00:33:35) - Defining the Firm's Unique Position   (00:36:30) - Major Investment Themes   (00:41:13) - Investment Approach and Risk Management   (00:53:37) - Broadening Access to Private Markets   (00:59:07) - Conclusion and Contact Information  

In our episode 431 we talk with Frank Guglielmo, author of the book Guiding the Tide about:+ The importance of humility and responsibility in leadership.+ Working at companies such as Interpublic Group, Altria and Prudential Securities.+ Two key leadership messages stayed with him.+ How did Guiding the Tide come to life?+ The leader's role is to foster engagement genuine.+ Knowing your environment and the talent around you is key.+ Improving and refining how you perceive the world is essential for great leadership.Join the seventh cohort of the Hackers Talent Academy and take your leadership to the next level: www.hackersdeltalento.com/academia-hackers-del-talento

About Julie Ebert:Julie Betts Ebert is Managing Director of Silicon Valley Bank's National Life Science & Healthcare team, supporting life science companies in the Mid-Atlantic and Southeast with banking services, debt financing, and strategic growth advice. Previously, she led SVB's Strategic Advisory effort, managing client engagements and advisory projects. Julie's prior experience includes 10 years at Greenhill & Co., advising on M&A and restructuring, and roles at Prudential Securities and J.P. Morgan. She holds an M.B.A. from Columbia Business School and a B.S. in finance from the University of Virginia.Things You'll Learn:There's been an increase in the number of deals being made in the health tech space, signaling a positive shift in the market despite funding not growing as drastically as there's a slight uptick.A significant portion of health tech companies, roughly a third that have raised money, are integrating AI into their products or services, demonstrating the growing importance of AI in healthcare innovation. Silicon Valley Bank's reports aim to create transparency in the market. They give companies access to critical information about venture capital trends and investment patterns, helping to level the playing field for these companies.The 2024 Future of Healthtech report also shows that investors are becoming more pragmatic about valuations, with fewer up rounds and an increase in flat or down rounds or deals where the terms are not disclosed at all. By offering its insights, being creative in its financing, and supporting companies with the knowledge to help move their businesses forward, Silicon Valley Bank shows that it is a bold leader who is playing a crucial role in transforming the healthcare industry and fostering innovation.Resources:Connect with and follow Julie Ebert on LinkedIn.Follow Silicon Valley Bank on LinkedIn and visit their website.Read this year's SVB's Future of Healthtech report here.

Can anyone become a market wizard? Looking at the common thread to success. December not what is was cracked up to be... 2024 is coming to an end and we are looking towards 2025 Inspired by Market Wizards with our guest, the renowned Jack Schwager.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities. Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020),  Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (SPY), (NVDA), (TOST), (QQQ)

On today's episode, Editor in Chief Sarah Wheeler talks with investment banker and author Chris Whalen about the possibilities and challenges of bringing the GSEs — Fannie and Freddie — out of conservatorship. Whalen edits The Institutional Risk Analyst newsletter and has held positions in organizations such as the House Republican Conference Committee, the Federal Reserve Bank of New York, Bear, Stearns & Co., Prudential Securities, and Carrington Mortgage Holdings. Related to this episode: Broeksmit: MBA ready to work on GSEs' exit from conservatorship | HousingWire Chris Whalen | LinkedIn HousingWire | YouTube More info about HousingWire   Enjoy the episode! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate stories. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm.Frank's Journey: From Financial Services to ConsultingCareer Beginnings: He started his career in the financial services industry at Prudential Securities, moving on to become a producer and manager at Smith Barney and Morgan Stanley. His passion for helping financial advisors grow their businesses led him to management roles.Founding Elite Consulting Partners: After being shown the door at Morgan Stanley, Frank decided to start his own recruiting and consulting firm, initially named Elite Recruiting and Consulting. Recognizing the importance of viewing clients as partners, he rebranded to Elite Consulting Partners in 2014.Elite Consulting Partners: A Unique Approach to Financial Advisory RecruitmentFocus on Financial Advisors: Elite Consulting Partners works with financial advisors and wealth managers, offering a unique consulting approach. They prioritize finding the right fit for both the advisor and the firm, ensuring long-term satisfaction and success.Growth and Expansion: Starting from his home, he grew the business into one of the largest firms of its kind, with a team of approximately 65 people. The firm's success is driven by its commitment to doing what's right for the financial advisor, with a strong emphasis on collaboration and long-term relationships.Elite Marketing Concepts: Enhancing Financial Advisors' Personal BrandsThe Importance of Personal Branding: He emphasizes the significance of personal branding for financial advisors. He shares his experience in leveraging social media, podcasts, and videos to build a genuine and relatable brand.Launching Elite Marketing Concepts: Recognizing the need for customized marketing solutions, Frank launched Elite Marketing Concepts. This division offers tailored branding and marketing services, helping advisors create unique and impactful online presences.Key Takeaways and Future DirectionsThe Power of Collaboration: He highlights the importance of working closely with financial advisors to understand their goals and provide comprehensive support. This collaborative approach ensures that advisors receive the guidance and resources they need to succeed.Embracing Technology: The pandemic accelerated the adoption of technology in the financial services industry. Frank discusses how Elite Consulting Partners leveraged tools like Zoom and podcasts to maintain and grow client relationships during challenging times.Long-Term Vision: Looking ahead, Frank is excited about the future of Elite Consulting Partners and Elite Marketing Concepts. He remains committed to helping financial advisors achieve their goals and adapt to the evolving landscape of the industry.About our Guest: Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success SyndicateYou can learn more about his work at: https://eliteconsultingpartners.com/meet-our-founder/ About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of mClaim your free audiobook copy at: www.theshortbookformula.comSupport the Show.

Tom Bodrovics welcomes back Greg Weldon, the publisher of Global Macro Strategy Report and the Gold Guru, for a discussion on the US markets, with a focus on the economy and consumer spending. With over four decades of experience in financial markets and commodity trading, Greg expresses concerns about economic stress despite celebratory employment reports, citing labor market conditions worsening with rising unemployment, underemployment, and declining savings rates. Consumers are also facing increasing credit card and auto loan delinquencies while disposable income decreases and government handouts account for an expanding share. Greg suggests the economy might already be rolling over, and the Fed would like to see asset prices decrease before declaring victory in inflation, despite the policy rate being higher than current inflation. Commercial real estate is another major concern, with the Fed seeming behind the curve. Greg shares his perspective that the Fed might be showing a willingness to accept higher general rates of inflation to protect consumers and the economy despite risks of inducing a credit crunch. The discussion touches upon Federal Reserve Chair Jerome Powell's challenges in maintaining an apolitical stance during the divisive US election year and potential social unrest leading to economic negatives. Greg also mentions commercial real estate debt due in the next 12 months, which could lead to bank failures for regional banks holding 80% of that debt. Greg discusses the implications of a consumer wake-up call in the stock market or another Plaza Accord-like agreement among major global powers as potential catalysts for the U.S. dollar's next round of debasement. He also mentions natural events, climate change, and geopolitical conflicts that could impact currencies and commodities, particularly gold. Greg encourages being aggressive defensively by shorting the S&P 500 when the time comes and suggests optimism about future performance for platinum and certain mining shares. He believes mining as a whole will benefit from increased enthusiasm towards gold. Lastly, Mr. Weldon emphasizes the importance of staying adaptive, not being bound by historical prices or market assumptions, researching a good Commodity Trading Advisor, importance of proper risk management, and understanding futures trading. Time Stamp References:0:00 - Introduction0:38 - Heavy Policies & Elections4:50 - CPI Understated?6:29 - Consumer Credit Stress8:57 - Powell & Asset Prices10:08 - Fed Watching Gold?12:54 - Fed Inflation Targets15:20 - Inflation Metrics?19:26 - Powell & Elections21:38 - Bank Failure Risks25:47 - Dollar Risk & C.B Cuts32:13 - Defensive Plays34:15 - Dollar/Gold Correlation37:27 - Stock Markets & Currencies39:48 - Gold Market Considerations45:23 - Platinum Thoughts47:12 - Mining Sector Vs. Metals50:00 - Concluding Thoughts51:20 - Wrap Up Talking Points From This Episode Why the economy may already be rolling over, with rising unemployment, underemployment, and declining savings rates, despite positive employment reports. The Fed might accept higher inflation to protect consumers and the economy, potentially causing a credit crunch. Natural events, climate change, geopolitical conflicts, and consumer behavior could significantly impact currencies and commodities, particularly gold. Guest Links:Website: http://www.weldononline.com/Twitter: https://twitter.com/WeldonLIVEMoney Podcast: https://twitter.com/money_podcastYouTube: https://www.youtube.com/@GregoryWeldonE-Mail: sales@weldononline.com Greg Weldon is a veteran in the global financial markets industry with over 40 years of experience. He started his career as a floor trader on the COMEX and later worked as a broker for Lehman Brothers and Prudential Securities. He then became a proprietary money manager for hedge funds Moore Capital Management and Commodities Corporation. In 1998, he founded Weldon Financial and has been producing ...

Who knew that an indoor pickleball facility could become a touchstone for high performance construction based on passive house principles? The backstory here is worth unpacking as it relates to a powerful force that is not often discussed - money. Return on investment is the aim of the game in the realm of real estate investment and this fact typically filters out high performance passive buildings - but not this time, and it is important to understand why. Our guest today is adept in both the financial and the construction realms and has been able to make a solid case for the value of passive construction in his latest development. Beyond the financial angle, this project aim to showcase high quality construction while also fostering community through sport. Plus with the heat and humidity of the Texas summers playing sports indoors makes it far more accessible to people. Join us in this thought-filled interview with David Komet of Urban Earth to hear about his journey and learn what he's doing with his new pickleball facility as he prioritizes the health of the community, the local environment, and the planet. David KometDavid's professional career began with the Medical Center Guesthouse of America, developing interim stay facilities for patients and their families in major medical centers. From there he went on to be General Manager of Murdock Pharmaceuticals, a division of Nature's Way. His business experiences soon led him to the public capital markets and positions with Prudential Securities and Komet Asset Management managing private pools focused on long/short equity, direct lending and equity real estate investments. His current active projects reflect his deep interest in the sustainability conversation for the built environment, including age in place housing , commercial buildings and controlled environment agriculture.TeamHosted by Kristof IrwinEdited by Nico MignardiProduced by M. Walker

Lawrence Herman's path to becoming a CFO unfolded through a series of experiences that changed his understanding of the finance world, beginning with his initial role at Goldman Sachs. Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. Following his stint at Goldman Sachs, Herman transitioned to Prudential Securities, diving into the intricate world of mergers and acquisitions. This move wasn't just a change of address: It was a strategic step into a role that demanded a deep understanding of corporate strategies and the foresight to see beyond numbers. It was here that Herman began to interact closely with C-suite executives, gaining insights into decision-making at the highest levels and learning the art of negotiation and strategic thinking. Herman's career trajectory continued through various financial institutions, including EY and Morgan Stanley, each role offering him new lenses through which to view the business world. His expertise deepened in areas such as consulting and transaction advisory, where he navigated diverse challenges and crafted solutions that drove business growth and efficiency. As the CFO at Dwolla, Herman leverages his vast experience to guide the company through the evolving landscape of digital payments. His strategic focus on optimizing operations and integrating innovative technologies like AI reflects a commitment not just to manage finances but also to anticipate and shape future financial landscapes. Each career phase has taught Herman valuable lessons in resilience, adaptability, and foresight—qualities that define his role as a CFO today. 

Tom welcomes back Greg Weldon, a forty+ year financial market veteran, commodity trading advisor, and the publisher of WeldonLIVE. Greg restarted The Gold Guru due to a flatlining market with low open interest, believing that the market is ready to take off. He provides conservative and aggressive portfolios for investors and has developed algorithms that rank mining shares. He aims to provide economic data and information to help people navigate the changing market landscape. He discusses topics such as the likelihood of the Fed increasing interest rates and inflation target in economic downturns, the impact of COVID on the economy, the rise in commodity prices, the macroeconomic implications of inflation, the difference in central bank policies between the US and other countries, and the potential risks associated with a strong dollar. Greg suggests that investors can take advantage of the current downturn by looking for opportunities in the homebuilding market and index ETFs. He believes that gold could be a long-term buy and hold opportunity driven by inflation and central bank policies. He recommends investing in a small group or a broad-based portfolio of gold stocks. Greg emphasizes the use of charts to identify patterns and trends for investment decisions. He encourages becoming proactive and agile in investing to avoid falling behind. He also mentions the potential for junior mining shares to increase in value and the underutilization of the commodities market, particularly in food. Lastly, He encourages readers to do their homework, read extensively, and engage in discussions about investing. Time Stamp References:0:00 - Introduction1:00 - Greg's Background6:38 - Trend Changes & Gold9:37 - Fed Policy & 2019/202012:28 - Panama Canal & Inflation15:40 - Inflation & Fed Response18:06 - Central Banks & Europe22:09 - Fed Metrics & Stability24:20 - Lag Impacts & Policy26:45 - Gold's Recent Moves30:44 - Volatility & Gold Markets 31:30 - EDIT?32:28 - Gold Dollar Adjusted34:42 - GDX & SIL ETF Levels37:45 - Ranking the Miners40:19 - Commodities & ETF Trades41:10 - Wrap Up Talking Points From This Episode US dollar is losing purchasing power and is providing economic data and information to help people. The commodities market, especially food, is under appreciated. Guest Links:Website: http://www.weldononline.com/Twitter: https://twitter.com/WeldonLIVEMoney Podcast: https://twitter.com/money_podcastYouTube: https://www.youtube.com/@GregoryWeldonE-Mail: sales@weldononline.com Greg Weldon is a veteran in the global financial markets industry with over 40 years of experience. He started his career as a floor trader on the COMEX and later worked as a broker for Lehman Brothers and Prudential Securities. He then became a proprietary money manager for hedge funds Moore Capital Management and Commodities Corporation. In 1998, he founded Weldon Financial and has been producing independent research ever since. His clients include top hedge funds, banks, government agencies, and individual investors. WeldonLIVE, his flagship service, provides a comprehensive market research report, including live commentary. The service covers global economic reports, supply-demand fundamentals, monetary trends, and their impact on stock, bond, currency, and commodity markets. Weldon combines a top-down macro approach with technical analysis to offer a broad view of market trends. He provides market recommendations in sectors such as stock indexes, metals, currencies, fixed-income, energy, and commodities.

In this episode, you're going to hear how you can overcome self-sabotage by taking control of your everyday choices. This week we're joined by chief activator Lucinda Cross, who talks us through developing new habits that allow us to believe big and achieve bigger.About Lucinda Cross:Lucinda Cross is an entrepreneur, motivational superstar and bestselling author who tells it like it is. If you want inspiration, authenticity, and straight talk with business and personal development leaders, then Lucinda Cross is your go-to. She is a Certified Business Coach, and TV Lifestyle Expert, Lucinda Cross is the CEO of two personal and professional development companies, Activate Worldwide LLC. and Activate Your Life.org brands, which include The Big ASK, WE Nation, and Activate Your Life Leadership training. She is a former corporate executive and leadership empowerment trainer for Fortune 500 companies including NIKE, Prudential Securities, DELTA Air Line, and ESSENCE Magazine. The Department of Justice calls on Lucinda to co-convene women's initiatives, gather local women leaders, strategically plan the mobilization of women, and provide insight on women's empowerment, reentry, and development. Lucinda launched a community service initiative known as WE Nation, to serve at-risk youth and women that have grown to a network of over 100k. She is an award-winning influencer who has received the Life Time Achievement Award from former President Barack Obama, 40 under 40 Award from Westchester County, 25 Influential Black Women, and many more.Listen and learn:1. Why we have to own our genius even when it feels difficult 2. Why we need to control the mental airwaves to protect ourselves from self-sabotage3. How Lucinda overcame cycles of self-sabotageYou can catch the entire episode on YouTube here: https://www.youtube.com/@thegreatgirlfriends —————————We want to hear from you! Shoot an email over to welcome@thegreatgirlfriends.com or drop a DM directly to Sybil ON IG @sybil_amutiFollow now

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Ed Sudzina is a graduate of the United States Military Academy at West Point and served as an Airborne/Ranger qualified Infantry Officer in the U.S. Army where he primarily served overseas and deployed to the Former Yugoslav Republic of Macedonia. Ed began his career in the financial services industry in 1997 as a financial advisor with Prudential Securities in Birmingham, Michigan. After a successful start to his advisory career, Ed was selected to attend Prudential's Branch Manager Leadership Program in New York City. In 2001, Ed was introduced to Raymond James and shortly thereafter chose to return to Michigan to assume leadership of Raymond James Auburn Hills. Ed was promoted to Complex Manager in 2005 where he steadily grew his complex's footprint for over a decade. He was twice named Raymond James Manager of the Year in 2015 and 2019 and was recognized as one of OnWallStreet Magazine's Top 10 Branch Managers in 2016. In 2019, Ed was elevated to the role of Metro Detroit Market Executive where he works with all of the talented Raymond James managers, staff, and advisors throughout metropolitan Detroit and eastern Michigan to create a financial services organization rivaled by none. Vic Verchereau caught up with Ed to get his thoughts on leading and how his amazing background has shaped his current life. Grab a notepad because Ed has some great perspectives to share in this edition of the Leadership Lowdown! » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees just under $6 billion in assets under management, joins Julia La Roche on episode 104 for a wide-ranging macroeconomic discussion.  In this episode, Zook shares that he still sees stagflation ahead. In this environment, Zook is looking for opportunities in dislocated assets, particularly in energy and real estate. Zook has over 30 years of experience investing in traditional and alternative asset classes. He was recently honored with the Texas Alternative Investments Association's (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He regularly contributes to major media outlets, including CNBC, Fox Business, and Bloomberg. Before starting CAZ Investments in 2001, Zook served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber. 0:00 Welcome Christopher Zook to the show 1:07 Macro view today  2:50 The Fed likely to maintain credibility  4:08 Inflation and stagflation  5:40 Stagflation impact on stocks and bonds  8:30 Entering into a lost decade  11:44 Passive investing v. Active investing  16:20 Dichotomy in the market  19:00 Fiscal picture in the US 22:19 Betting against subprime  22:53 Concern about the consumers' spending habits 25:27 Investment opportunities  28:52 Commercial real estate  34:27 Energy

On today's episode of The People of Penn State, we're joined by Joe Nadreau (1993 - Smeal), who recently retired from his position of Managing Director of Strategy and Innovation at Wells Fargo Advisors. Joe discussed a variety of topics on the show, including being a part of the ROTC program at Penn State, the importance of mentors and mentees, driving strategy and innovation at Wells Fargo, privacy and cyber security at the company, what his retirement plans are, and much more! In addition to his core responsibilities of driving corporate strategy and ongoing innovation, Joe was responsible for the firm's independent advisor businesses (Wells Fargo Advisors Financial Network, First Clearing, and the launch of the RIA model). He also lead the Digital & Automated Investing group, which consisted of the self-directed (WellsTrade) team, and the Digital Advice (Intuitive Investor®) offerings.  His group was responsible for the continued evolution of the business platforms for the company's financial advisors and clients. He also led the Firm's merger integration activities consisting of 12 separate integrations, including Prudential Securities, AG Edwards, and Wachovia Securities.  Joe is on multiple nonprofit boards in the St. Louis community, including serving as chairman of the American Red Cross in St. Louis, and he served as the executive sponsor of the Wells Fargo Advisors United Way campaign. Connect with Joe on Facebook and LinkedIn. -----------------------------------------------------------------------------------------------Learn more about the Penn State Alumni Association: alumni.psu.edu. Follow the Penn State Alumni Association on:FacebookTwitterInstagramLinkedIn-----------------------------------------------------------------------------------------------Timestamps: 0:00 — Intro1:25 — Joe's Penn State story2:32 — Being a part of ROTC at Penn State3:15 — Other student activities4:37 — Initial career goals6:08 — Ad Read #1 - Penn State Bakery7:13 — Importance of a mentor9:20 — Career progression after Penn State12:46 — Keeping up with evolving technologies 15:29 — What drives innovation?17:33 — What's next for Joe after retirement 20:35 — Privacy and cyber security at Wells Fargo22:24 — Giving back to the St. Louis community through non-profits 24:23 — Change management solutions27:00 — Ad Read #2 - Alumni Shop28:00 — Lightning Round Q&A31:10 — Outro32:21 — Alma Mater

On this episode of Bridging The Gap, we are joined by Frank LaRosa, CEO of Elite Consulting Partners and Host of The Advisor Talk Podcast. Frank starts by sharing his journey from architecture into the financial services industry, and how he uses the same tactics he used to build his firm to help other advisors build their business. Matt and Frank discuss operational efficiencies, and Frank shares his insights on the importance of infrastructure in businesses, the trend toward independence, and the common inefficiencies in many financial advisory and wealth management firms. We dive into the ongoing trend of mergers and acquisitions in the industry, the rise of private equity firms, and the benefits of being an independent advisor. This episode wraps up with Frank sharing his thoughts around the advantages of automation in creation more capacity to help advisors serve their clients, as well as how we can use social media and branding to help firms and advisors attract new clients. Frank LaRosa Bio: Frank LaRosa, Chief Executive Officer of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa”, has achieved a distinguished career in financial services, spanning more than 25 years. Frank is a sought-after industry leader whose expert opinion is frequently quoted in publications including Barron's, http://WealthManagement.com , Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council. Frank began his career in the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as Executive Director for Morgan Stanley. In 2011, Frank launched his company Elite Consulting Partners, a transition consulting firm with a unique, advisor-first approach to recruiting, informed by Frank's prominent positions within the financial industry. Under Frank's leadership, Elite Consulting Partners has become the most prominent, successful, and well-respected recruiting firms in the industry.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedIn

Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which oversees around $5 billion in assets under management, joins Julia La Roche on episode 72 for a wide-ranging macroeconomic discussion.  In this episode, Zook shares that a recession is coming, and it's “going to be deeper and probably longer than people think.” He adds that we'll have a “manufactured recession,” where inflation is running so hot that the Federal Reserve has to raise rates fast to slow down inflation, forcing the economy into a recession. Moreover, he points out that markets believe the Fed will start cutting rates by the end of the year, something Zook does not expect to happen.   In these types of environments, Zook is looking for opportunities in dislocated assets or persistent assets that perform well, even if his hypothesis is found to be true.  Zook has over 30 years of experience investing in traditional and alternative asset classes. He was recently honored with the Texas Alternative Investments Association's (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He regularly contributes to major media outlets, including CNBC, Fox Business, and Bloomberg. Before starting CAZ Investments in 2001, Zook served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber. 0:00 Intro 2:12 Welcoming Christopher Zook to the show 2:50 Beginnings in investing  3:43 Trading commodities to pay for college 4:40 Reading about traders  5:55 Managing risk extremely carefully  7:20 Starting own firm  8:20 Managing money at age 22  8:50 Set goal to start firm in 10 years  9:50 Tony Robbins  10:40 The bigger the way, the bigger the try  14:00 Zook's “why”  16:20 CAZ Investments structure and focus  18:36 Thematic approach  20:30 Betting against subprime housing  25:00 Macro outlook 25:12 Meme stock bubble  26:23 It takes longer than people think to reconcile dislocations  27:07 We haven't seen true dislocation yet  27:40 Recession is coming and it will be deeper and longer than people think  28:08 A manufactured recession  29:00 I'll be shocked if the Fed cuts rates this year 30:06 More of a 2-3 year recession  31:00 Disconnect between the Fed and the market  33:20 Be greedy when others are fearful  33:54 Stagflation  34:34 Worst economic regime for financial assets  38:13 Opportunities  40:20 Themes right now  41:09 Cord-cutting  41:40 Opportunity in sports teams, media rights 43:55 Themes that exist in real estate today  45:40 Stress from higher rates will force refinancing  46:45 Why we haven't seen panic selling yet  47:45 Every sector of real estate will be stressed  50:40 U.S. Dollar outlook  53:39 U.S. debt levels are terrifying  56:29 Growth of private assets  57:04 Opportunity in GP stakes 

Our guest this week is Kathy Jones, the managing director and chief fixed-income strategist for the Schwab Center for Financial Research. Prior to joining Schwab in 2011, Jones was a fixed-income strategist at Morgan Stanley. Before that, she served as executive vice president of the debt capital markets division of Prudential Securities. Jones received her bachelor's degree in English literature from Northwestern University and her Master of Business Administration from Northwestern's Kellogg Graduate School of Management.BackgroundBioTwitter handle: @KathyJonesPractical Matters“U.S. Treasurys at ‘Critical Point': Stocks, Bonds Correlation Shifts as Fixed-Income Market Flashes Recession Warning,” by Christine Idzelis, MarketWatch, Jan. 23, 2023.“Don't Give Up on the 60/40 Portfolio, Says Schwab's Jones,” Bloomberg, Aug. 9, 2022.Interest Rates and Bonds“Bond Market Mess Is a Chance to Lock In Higher Yields for Longer,” by John Manganaro, Think Advisor, Sept. 29, 2022.“For Income Investors, Bond Yields Are Looking Attractive,” by Tom Lauricella, Morningstar.com, Sept. 15, 2022.“Has the U.S. Dollar Peaked?” by Kathy Jones, Charles Schwab, Jan. 12, 2023.“Fixed Income Outlook: Bonds Are Back,” by Kathy Jones, Charles Schwab, Dec. 6, 2022.Inflation“Fed Rate Hikes: Why Are Bond Yields Falling?” by Kathy Jones, Charles Schwab, July 6, 2022.“Inflation Is Real Enough to Take Seriously,” by Jeff Sommer, The New York Times, July 28, 2021.“Kathy Jones on Monitoring Inflation Risks,” TD Ameritrade Network.Rates and Recession“Is a Recession Coming Soon? This Bond Market Indicator Is Flashing Red,” by Mallika Mitra, Money, April 11, 2022.“Liftoff: Fed Hikes Rates, Signals More to Come,” by Kathy Jones, VettaFi, March 17, 2022.“Market Perspective: Slowdown or a Recession?” by Liz Ann Sonders, Kathy Jones, and Jeffrey Kleintop, Charles Schwab, Jan. 13, 2023.“The Fed's Policy Tightening Plan: a One-Two Punch,” by Kathy Jones, Schwab Moneywise, Jan. 11, 2022.

In today's episode, host John Laurito talks about having a CEO mindset with Christine Gaze. She shares her turning point of wanting to change how conferences and meetings are handled to allow more thought-sharing and engagement, especially from the team. Christine also shares what a disengaged leader looks like, so make sure you tune in because you might be unintentionally disengaging yourself not only from meetings but from your team.Christine Gaze is the founder and managing partner of Purpose Consulting Group, LLC, a practice management consulting firm that develops comprehensive thought leadership and training programs to engage and advance financial professionals. Over the course of her career, she has developed programs that have influenced top advisors in all channels and generated billions in new assets.Christine is the former Head of Practice Management at TD Ameritrade, where she and her team developed a practice management platform to attract and educate mega advisors. Previously, she was Managing Director and Head of Professional Development at AllianceBernstein and was instrumental in the formation of the practice management consulting group at Wachovia Securities. Christine is also intimately familiar with educating advisors in the field, having led private banking sales teams at both Morgan Stanley and Prudential Securities. Christine built her foundation in financial services as a successful advisor at Merrill Lynch whichcontinues to inform her approach to this day.Want to learn more about Christine Gaze and Purpose Consulting Group?Website: https://www.purposeconsultinggroup.com/LinkedIn: https://www.linkedin.com/in/christinegaze/Show notes:[2:25] The mistakes a leader can make from the lens of Christine[5:10] Becoming aware of a well-run or an ineffective meeting[9:22] Righting the wrongs[14:59] How Christine changed the way conferences/meetings were conducted[18:33] The importance of staying focused and engaged during meetings, especially if you are a leader[22:47] What questions should leaders be asking to approach a meeting better?[25:54] Take time and give space for you and your organization to think through things[29:07] Where to find more about Christine    [30:31] OutroGet a copy of Tomorrow's Leader on Amazon https://tinyurl.com/huseae9hText LEADER to 617-393-5383 to receive The Top 10 Things That The Best Leaders Are Doing Right NowFor questions, suggestions, or speaker inquiries, contact me at john@lauritogroup.com

On this week's episode, Ami Kassar interviews Jeff Bruno, founder and CEO of B.Modelr, on how businesses manage performance. Jeff has over twenty years of experience in financial and operating strategy. He holds a Bachelor's Degree from George Washington University and a Master's Degree in International Business Administration from the Fox School of Business at Temple University. Jeff started his career in the retail brokerage world at Prudential Securities before several stints in the start-up or small business space before his current role as CEO. Over the past 18 months, Jeff describes his journey of rebranding from Your Outsourced CFO to B.Modelr - or Business Modeler. “We are business model specialists who use modeling, measurement, and analysis to glean insight, illustrate logic, gauge [business] performance, and inform decision making.” B.Modelr is based out of Philadelphia and works with companies nationwide. Jeff and his team help companies find clarity on their business concept, focus on the highest value areas, and decision making is supported by quantitative analysis. Jeff has a great family with a beautiful wife and three amazing kids. While not focusing on growing his business, Jeff loves dinner out with his wife, board games with his son, and drawing contests with his two younger daughters. Recorded 09/09/2022.

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/ LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/ LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/ LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/ LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center

Tonight on the Brian Crombie Radio Hour, I interview David Weild IV, Founder and CEO Weild & Co. Weild & Co. was just named to World's Leader's Worlds Most Promising Investment Banks of 2022 with a cover story: Weild & Co. is building The First Major Decentralized Investment Bank. They are doing this by harnessing the power of the cloud to bring together dispersed, independent and proven professionals to collaborate remotely and deliver better results in areas critical to capital access, social impact, and economic growth.David Weild is know for being the former Vice Chairman of NASDAQ and head of Investment Banking and Equity Capital Markets at Prudential Securities that got the JOBS Act passed in Washington. In fact, he has been dubbed “The Father of the JOBS Act” by Members of Congress. The JOBS Act laid the foundation for crowdfunding the US (there are now 80 firms in this ecosystem overseen by FINRA),

Never underestimate the power of being surrounded by the right people, and today our guests Tom and Joe, will be imparting important business lessons on why a good team matters. So, if you want to know about building a team, processes, and systems in place, listen to this episode and get ready to learn some essential points!WHAT TO LISTEN FORThe crucial function of a good team and its core values in a successful self-storage businessImportance of self-reflection in learning how to delegate tasks and responsibilitiesHow to effectively build a business structure, organizational chart, and systemsThe right time to hire new staff and the things to considerWhat is S.A.F.E Method and what's this for?RESOURCES/LINKS MENTIONEDWho Not How by Dan Sullivan | Paperback  https://amzn.to/3Am9yyh & Audiobook https://amzn.to/3NISNQCEntrepreneurial Operating System https://www.eosworldwide.com/The E Myth by Michael E GerberSAFE Method 2022 (pdf) https://img1.wsimg.com/blobby/go/89309fda-5657-446a-ba22-a8efa50118fe/downloads/SAFE%20Method%202022.pdf?ver=1656443029105ABOUT TOM DUNKEL AND JOE DOWNSTom Dunkel was in corporate finance along with over 25 years of real estate and investment experience, and has also taught classes on real estate and mortgage note investment at the CAMA Academy and is also a graduate of the University of Delaware, where he earned his MBA at the College of William and Mary. Joe Downs brings years of commercial real estate experience to their company, specializing in mortgages and distressed debt and a background as a licensed financial advisor with American Express Financial Advisors, Prudential Securities, and CapWest Securities. He now specializes in private mortgage, investment management, commercial real estate financing, and alternative investment opportunities for the Belrose Storage Group. Joe was also a licensed realtor and attended Villanova University where he majored in finance. Tom and Joe are both members of our self-storage mastermind and have developed a team of superstars that has allowed them to hit the ground running in self-storage and quickly scale to become formidable players in our space.CONNECT WITH TOM AND JOE Website: Belrose Storage Group, LLC https://belrosestoragegroup.com/CONNECT WITH USWebsite: https://www.selfstorageinvesting.com/Facebook: https://www.facebook.com/selfstorageinvestingTwitter: https://twitter.com/SelfStorageGuyLinkedIn: https://www.linkedin.com/in/scottameyers/Youtube: https://www.youtube.com/user/SelfStorageInvestingInstagram: https://www.instagram.com/self_storage_investing/Subscribe so you never miss a NEW episode! Leave us an honest rating and review on Apple Podcast.

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas

Todd began his financial services career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next tripLearn More: http://www.level5financial.com/LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas

In this special episode, Mario Cibelli joins us to talk about the "rapidly forming new reality for public small/mid growth companies," the steps companies can take to adapt to this new normal, and how portfolio managers should think about diversification and turnover. About the Guest: Mario D. Cibelli is the General Partner of Marathon Partners L.P., an Investment Partnership focused on less efficient areas of the marketplace. The partnership follows sectors such as spin-offs, orphan IPOs, reverse mergers, rights offerings, re-caps, limited ‘float' securities, bankruptcies, post bankruptcies, partnership securities, mutual owned conversions, small capitalization securities and inactive or ‘pink sheet' traded securities. Prior to launching Marathon Partners L.P., Mario worked at Robotti & Company, Prudential Securities and Gabelli & Company. Today, he remains affiliated with Robotti & Company. Mario graduated from Binghamton University with a B.S. degree in Finance. Mario is married and living in New York City. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Can we deconstruct Advisors Alpha?  This is a first. We interview an investment advisor – Brandon Jansma. We figured that since most of our listeners are investment advisors, maybe we should interview one.In this episode, we define Advisors Alpha with Brandon Jansma, whom we believe to be an all-around thought leader and contemplator of finer subjects. We ponder what it is to be an advisor today and venture into what the future of being an advisor looks like. We contemplate the value of time along the way. Grab your vacuum or your paintbrush and pop in your earbuds.  Let's go to Laguna Beach, CA with Brandon Jansma.

Our guest today is Kyle Inserra, a “recovering” restaurant owner, commercial real estate advisor, and prolific content creator. In this episode, we dive deep into Kyle's twisting and turning career journey from working in finance to the restaurant industry and commercial real estate. We talk about what people get wrong about social media and digital marketing platforms, what makes a great brand, and how can you do more business simply by showing up and being yourself.  Learn more about Kyle and his story at: www.growingcareersandcompanies.com. “You are only one step away from potentially changing your life.” “If your gut is telling you that, that's what it is. It's gonna be scary but you have to do it.”   02:25 Kyle grew up in a family of educators and he thought his path was to be a lawyer, a doctor, or work on Wall Street. After graduating from college, he started working on Wall Street but soon realized that it wasn't for him. In 2001, he decided to go after his dream of working in the restaurant business. Kyle graduated from The French Culinary Institute in 2002 and dove into the industry.   In 2007, Kyle co-founded 2 successful restaurant concepts in New York. After working in the restaurant business for 15 years with 55-60 hour workweeks, Kyle decided to use his expertise in another way. He transitioned to commercial real estate in 2020 and now works as a CRE advisor for restaurant owners. “Ultimately people want to connect with people who they can relate to. Once you put out there who you are, you're gonna start attracting people you actually want to work with.”   21:30 Kyle is very active on social media, and he coaches his clients on how to use these platforms creatively. Today, it's important to be authentic and good at storytelling - just be yourself so you can attract people who can relate to you.   Kyle created an accountability group for CRE advisors where he helps them navigate the various social media platforms to get better at digital marketing. The Final 3 Questions     What is the lesson that has taken you the longest to learn?   Patience. He learned over time that the real reward and the real goal come with patience.   What are the 2 principles from the Growing Careers & Companies Framework that resonate the most with you?   Authenticity and Community. For Kyle, community means education and networking. He learned a lot from different communities that he could use in his own career, so he encourages everyone to dive into different communities and learn.     What do you hope others take away from your story?   That you can do what you want to do because there are options out there for you. You got to be your true, authentic self so you can start connecting and working with people who you enjoy working with. About Our Guest, Kyle Inserra 20-year restaurant industry veteran meets working with emerging independent restaurants and franchise groups across the country providing ownership insight and solution-oriented energy.   Kyle started his career at Ogilvy & Mather as a media buyer, then switched careers and began working as a Financial Advisor at Prudential Securities when two planes hit the World Trade Center - and he realized he wanted to pursue yet another new career.   In 2002, Kyle graduated from The French Culinary Institute and worked his way around New York City, New Jersey, Mexico, and the Caribbean.   In 2007, Kyle co-founded two restaurant concepts in Westchester County, New York - eventually successfully exiting both businesses in 2021 and began to leverage his experience as an owner-operator to advise restaurant owners as a CRE advisor. A warm thanks to Kyle Inserra for taking the time to share his unique insights and experiences with us. Resources from the show:   His Instagram His Website Join his Social Media Accountability Group His LinkedIn https://www.growingcareersandcompanies.com/ https://www.crerecruiting.com/ https://www.creatwork.co/ The Growing Careers and Companies Framework Allison's LinkedIn     Thank you for joining us on this episode of the Growing Careers and Companies Podcast.   If you enjoyed the show, there are a few things we would love you to do right now:  SUBSCRIBE to the Growing Careers and Companies Podcast on Apple Podcast, Spotify, Stitcher, or wherever you listen to podcasts  Please RATE & REVIEW and let us know what you'd like to hear next Finally, we invite you to JOIN our mailing list for news you can use   Please share this episode with someone you think would inspire.    Until the next time, we appreciate you being here.

Artificial Intelligence (AI) and cybersecurity, what can go wrong? Together with AI cybersecurity expert Pamela Gupta we bring light to super complicated topic: What ist the promise and value of AI and can we build trustworthy and cybersecure AI applications.So, as HAL9000 in Space Odyssey said: "This mission is too important for me to allow you to jeopardize it."Hosting this show: Tyler Cohen Wood and Mirko Ross.About our guest Pamela Gupta:Pamela Gupta, MSc is CEO and President of OutSecure and Chief Security Strategist at Virtual CISO.Pamela earned a Masters in Artificial Intelligence at the University of Bridgeport in 1997. She has certification in CSSLP, CISM, and CISSP.Pamela serves as a Global Chief Information Security Officer and Cyber Security Consultant for clients across industries, working with multinationals and Fortune 500 companies. As CEO of OutSecure, she excels at identifying exposures to current cybersecurity risks for companies. OutSecure's clients rely on them to prioritize risks and develop adequate risk mitigation so that their business can expand and grow. As Founding Member at IoT Security Foundation, she collaborates with users across industries to ensure IoT applications are secure systemwide. Pamela is also Member of Online Trust Alliance, Founder and Board Member of (ISC)2, and Coach at FIRST. Pamela has extensive experience in cybersecurity. She has worked as Global Information Security Officer at Avon, Information Security Officer at Higher One, Director Information Security Risk at Starwood Hotels & Resorts Worldwide, Security Architect at Time Warner, and Security Analyst at Prudential Securities. See acast.com/privacy for privacy and opt-out information.

Jack Schwager is a the author of the Market Wizards series which distills down the strategies and mindsets of the world's best investors. On this episode Jack talks about many of the lessons he's learned studying some of the greats over the past 30 years. Mr. Schwager has written extensively on the great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014).  Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street's leading firms, most recently Prudential Securities. Watch on YouTube Transcript  Subscribe to my Momentum Monday Newsletter Connect with us! Whatgotyouthere NuSkool Snacks Collagen Protein Bars https://nuskoolsnacks.com/  

Day 2 of our N.O.S.H Nourish Our Soul Health Faith-Based Fitness 7 Day Challenge interview w/ our guest speaker Marlisa. On this epi we discuss how breathing relates to Nutrition. Our affirmation today comes from Gen 2:7 And the LORD God formed man of the dust of the ground, and breathed into his nostrils the breath of life; and man became a living soul. **Disclaimer: Please seek the medical advice of your general healthcare practitioner before making any changes to your diet or health regimen. The statements made on this show do not represent the opinions of the platform host and are not meant to substitute for any medical advice from your general health practitioner to treat, diagnose, or cure any health conditions.**  Marlisa Brown MS, RDN, CDE,CDN, Pronounced (Mar Lisa) Registered Dietitian, Certified Diabetes Educator, Chef and Author of 6 books. Marlisa serves as president of Total Wellness for 27 years a private nutritional consulting company in Deer Park New York where she has provided nutritional counseling to over 30,000 patients. Marlisa is a professional member of The National Speakers Association and has given hundreds of presentations. Some of her clients include: The NY Jets, Kennedy Space Center, Hofstra University, Guardian Life, Brookhaven National Labs, Goldman Sachs, Dean Witter, Prudential Securities, Liz Claiborne, Ethicon and more. Marlisa serves as a spokesperson for The Association of Diabetes Care & Education Specialists and is a past president of The New York State Academy of Nutrition and Dietetics. Marlisa has received many awards, including diabetes educator of the year, dietitian of the year, emerging dietetic leader and community service award. In addition she has been featured on cooking shows including 5 years for The American Heart Association Cooking Show. Marlisa has also developed many programs for, Richard Simmons', Kathy Smith', Dr Vincent Pedro and Jorge Cruise. To connect with her, please go to https://m.facebook.com/dietingdietitian/  ***********************************  Now lovely lattes can leave a message with any questions or prayer requests

In Kahilla's Career Advice series, we're bringing you access to top executives and women leaders. Find out how they've risen to where they are today, and how you can apply their success routines to your own career and story. ******* About Dee Prior to launching Diverse & Engaged, Dee Marshall spent over twelve years working on Wall Street in training and management and organizational development for Merrill Lynch, Prudential Securities, Moody's Investor Services and The New York Times. Dee was recently named Top 25 Most Influential Black Women in Business by The Network Journal and Top 25 Leading Women Entrepreneurs. Dee is a survivor and go-to on career transitions and reinvention. Prior to launching her diversity consulting practice, she built her credibility coaching through career transitions as a result of her own journey down 33 flights of stairs at One New York Plaza on September 11th after witnessing the terrorists attack on the World Trade Center. Marshall has given of her time and talent to several major nonprofit organizations, including the Board of Directors for the YWCA Central New Jersey, the Women's Center for Education and Career Advancement New York, the Board of Advisors for Rutgers Small Business Development Center, The New York Women's Foundation, and others. She is a United Way New York Linkages Board Fellow, a Google Tech Policy Fellow, a certified credentialed Coach and a graduate of the distinguished Skinner Leadership Institute. As a result of her service to women, she has received numerous awards that include the United States of Women Nominated Change Maker, NAACP Community Service Award, Delta Sigma Theta Women of Achievement Award, and many more.

Arun Agarwal is a former Wall Street investment banker at Prudential Securities who has primarily focused on healthcare and real estate initiatives. Arun began his own private equity firm in 2002, returning to Omaha, Nebraska to set up a home base for http://www.whitelotusgroup.com/ (White Lotus Group), which has facilitated projects totaling over $1.5 billion. In our conversation we talk about private equity, risk, community development, entrepreneurship, navigating the pandemic, the importance of family, and more.

We all recognize the names: Dogecoin, Gamestop, Robinhood. For every long-term boring investment, there is a high risk speculative asset or platform just waiting to gobble up our spare money . When we think of individual investors, we have a rather laissez faire attitude. So be it. But what happens when it is your advisor, broker, or investment house that is giving you bad advice. When does it cross the line from poor performance to deception and outright self-serving fraud? And more importantly, how do you protect yourself before it happens. And who do you turn to for help when all the money is gone!   David Meyer has been dubbed “The Screwed Investor's Lawyer”. He has achieved jury verdicts, arbitration awards and settlements with a combined value of hundreds of millions of dollars on behalf of his clients. He had the honor of winning the largest jury verdict in Ohio's history, a verdict in excess of $260 million on behalf of 250 investors against Prudential Securities. His new book is The Investor Protector: Stories of Triumph over Financial Advisors Who Lie, Cheat, and Steal.

"We're talking about a minority of brokers, of course. But when you've got over a million advisors in this country, even a small percent can cause some devastating harm." - David Meyer How did David's first case turn into the biggest jury settlement in Ohio history? What are some red flags that should make you think twice about your broker? How can you protect yourself from investment fraud? Why did David write a book that could put him out of business? How can you expand your impact beyond your practice? A Full Recovery David Meyer is a nationally-esteemed attorney and founding principal of the firm Meyer Wilson. He specializes in representing victims of investment fraud, people who have lost their life savings by entrusting them to unethical and speculative financial advisors. Over two decades, David has recovered millions of dollars from fraudulent investors for his clients. The very first investment fraud case he took as a 28-year- old ended in a $261 million dollar class action verdict against Prudential Securities for over 200 retirees. It was the largest jury verdict in Ohio history, and all the plaintiffs recovered 100% of their losses. Since then, David has represented over 1,000 individual investors across the country. The Best Defense Trust is essential for financial advisors. Their clients don't know nearly as much about investing — that's the reason they need a financial advisor in the first place. But sometimes, financial advisors abuse that trust. When that happens, ordinary people can lose a lifetime's worth of work overnight. David says the easiest way to level the playing field is to look up your broker on brokercheck.org. This will tell you if they have any outstanding complaints against them from the SEC and can prevent you from ending up with an untrustworthy advisor. If you receive a notice of a problem from your broker's supervisor (so-called "happiness letters"), David recommends immediately contacting a third party, as the brokerage will act to protect its own interests, not yours. Planned Obsolescence Even though he's made a name for himself as an investment attorney, David ultimately hopes that fraud decreases to a point where clients won't need him anymore. To this end, he's written a book called “The Investor Protector” detailing stories from his years observing financial misconduct. The book includes basic financial education and practical advice so that you can protect you and your loved ones. He calls it "body armor" for retirement savers. And if he gets fewer clients because of it? That's fine by him. He just wants to make a difference. Key takeaways: Do your homework. Check out your financial advisor's history on brokercheck.com. Don't be ashamed. Many people keep quiet out of embarrassment if they suspect their financial advisor has taken advantage of them. The only way to recover your savings is to reach out to someone! Work beyond your office. Sometimes being the best lawyer isn't about being a lawyer at all. Find a way to drive change — whether it's as an attorney, an educator, or a policymaker. Links and Resources The Game Changing Attorney Podcast Michael Mogill Facebook Michael Mogill Twitter Michael Mogill Instagram Michael Mogill LinkedIn Crisp Video Website Crisp Video Facebook Crisp Video Group Twitter Crisp Video Instagram Crisp Video LinkedIn Meyer Wilson Website David Meyer LinkedIn The Investor Protector (Amazon) Broker Check

Learn from the best in the biz. This week's guest, Jack Schwager gives us a peek into the world and habits of the most successful traders. Plenty to like in the markets as the the world is slowly reopening and the economic backdrop is strengthening. But there are some warnings signs emerging. Looking at the blowout employment report and what that could mean for interest rates and markets. Plus: What to do with that misplaced FOMO? We get into it... Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities. Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020),  Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series. Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (ARKK), (TSLA), (TLT)

John Huemoeller, CEO of AXIM® Biotechnologies, an international healthcare solutions company based in San Diego targeting oncological and COVID-19 research, discusses three first-of-their-kind COVID-19 neutralizing antibody tests. They have developed the world's first rapid diagnostic test for detecting COVID-19 neutralizing antibodies and are waiting on EUA approval based on its proven test's accuracy in blood and serum. John Huemoeller currently serves as CEO of AXIM Biotechnologies, Inc. Mr. Huemoeller has over 35 years’ experience in investment banking, finance, sales and marketing. He began his career as an investment advisor in 1982 with M.L. Stern & Company a municipal bond firm in California and became a registered principal in 1985. He has previously been registered with various state insurance boards, as well as with the Chicago Board of Trade as a commodities broker. Mr. Huemoeller has worked for Smith Barney, Drexel Burnham, Prudential Securities, and Paine Webber and has extensive experience in stocks, bonds, commodities, mergers and acquisitions, leveraged buyouts and private placement transactions. Prior to becoming CEO of AXIM Biotechnologies, Inc. in 2018, Mr. Huemoeller served on the Board of Directors of AXIM Biotech, as Chairman of the Audit Committee, beginning in July 2017.

Today's GuestToday we welcome Greg Bloom, an experienced private equity backed operating partner and CEO experienced in the aerospace, defence and intelligence sector. Greg is possibly one of the most connected people I know in the A&D world and has a stellar track record of growing companies.   Starting his career in Investment Banking, Greg spent his early career working for Prudential Securities in both Los Angeles and New York.Greg then spent the next 10 years working for various different companies before joining Seal Science in 2002. Being hugely impacted by the 9/11 terror attacks, Greg was instrumental is driving the company to become a military and aerospace support organisation and developed Seal Science into one of the top companies in Signature Management (stealth technologies).Greg made the move the Private Equity in 2019 and now works closely with Acorn's Aerospace and Defence portfolio companies. What's in this episode?In today's episode Greg talks all about his experience working in the Aerospace and Defence industry and gives his predictions for the future. What you'll learn·         Why now is the best time to look at your portfolio of talent·         Why fleets and A&D companies need to diversify towards environmentally friendly aircraft·         Why you need to make decisions quickly in your company·         Why you should be willing to serveBreakdown3:47 - What are the differences working for non PE backed companies to working in a PE company now5:46 - What are the biggest mistakes PE firms and Portfolio companies are making right now9:15 - Greg talks about his time leading Seal science and 7x the revenue11:55 - What should Aerospace and Defence companies be doing in the current climate15:12 - What is the biggest area for growth in the A&D area right now?20:10 - What three attributes makes a top performer28:25 - What do you like and dislike about the Private Equity Industry33:08 - What are your influences36:00 - Have you even been blindsided and what did you learn from it?39:50 - What advice would you give to your 20 year old self?Resourceshttps://www.linkedin.com/in/gbloom/https://acorngrowthcompanies.com/http://sealscience.com/https://www.anduril.com/ Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com

From an early age, Michael Waltz was drawn to history, devouring every history book he could get his hands on at the local library. Raised by a single mother, who worked her way up the corporate ladder from clerk to executive vice president for Prudential Securities, Waltz had plenty of inspiration to draw from. That, coupled with his deep knowledge of history, led him to want to serve his country, where the path his mother took was possible. He ended up graduating from the Virginia Military Institute, and eventually earning his Green Beret after leaving active duty and returning to the Reserve Forces to continue serving. After the Q Course, Waltz served multiple combat tours in Afghanistan, the Middle East, and Africa. He has also served as a White House and Pentagon policy advisor, coupling his on-the-ground combat knowledge with strategic policy formulation and direction. He is now a U.S. Congressman, representing Florida’s 6th congressional district, and advocating for more servant leadership in government and a national service program. Hear the full story of Michael Waltz's journey from Green Beret to Congressman on this latest edition of HAZARD GROUND! https://waltz.house.gov Shop Amazon! As an Amazon Associate We Earn From Qualifying Purchases...You Know The Deal! (Paid Link) Help grow the show! Spread the word, tell a friend!! Subscribe, rate, and review on Apple Podcasts!

Legendary Author, Mr. Jack Schwager, of the Market Wizards Series joined CEO Paul Gray of IronHold Capital to discuss his latest edition titled 'Unknown Market Wizards'. Jack's latest masterpiece chronicles the stories and profiles of some of the greatest traders in the world who trade on the behalf of their own accounts. These traders typically fly below the radar and operate outside the public scope as the title of the book suggests. Among his many accolades, Jack is best known for his profile interviews with some of the greatest hedge fund managers of the last three decades as depicted in his Market Wizard Series. These managers have included the likes of Ray Dalio, Paul Tudor Jones, Stanley Druckenmiller and Edward Thorp just to name a few. Jack's Best Sellers have included the following: Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). Jack is also the proud Founder of FundSeeder which connects some of the most talented individual traders in the world with seed capital. Previously, Mr. Schwager was a partner in the Fortune Group, a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street's leading firms, most recently Prudential Securities. Full Video: https://www.ironholdcapital.com/libi Linkedin: https://www.linkedin.com/in/pauljohngray/ Newsletter: http://eepurl.com/hbYkxf

Find out more on our website: https://bit.ly/3pI6Flw This webinar will explore the controls and technologies that compliance professionals can employ to detect and prevent financial crime conducted through Cryptocurrency exchange. You will learn: The controls specialists in this area are employing What the future of KYC and AML for Cryptocurrency looks like How AI can support these processes by surfacing new risks Further Reading: Control Frameworks For Cryptocurrencies: An Initial Evaluation Speakers: Trevor Barritt joined Featurespace in September 2020 from NICE Actimize, where he worked as an AML SME for 16 years. Before that he was Head of Money Laundering Control, MLRO and Compliance Officer at Prudential Securities, CIBC, ING, Credit Suisse, Gen RE and Morgan Stanley. He was also a Senior Inspector at two forerunner regulators of the FCA. He is a published author on compliance and money laundering matters and has served as a lecturer and examiner in money laundering and compliance for the International Compliance Association, in affiliation with Manchester University. He has also acted as a consultant for several European Regulators. Stephen Ryan is a founder and COO of CipherTrace. He has 25 years of experience in the security and payments markets. Ryan is the inventor of 3-D Secure, the largest consumer payment authentication solution in the world, with over 150 million consumer users. Mr. Ryan is a Fintech/Security executive and serial entrepreneur and has experience with a variety of internet-based security initiatives as well as experience with productizing government-funded initiatives. Additionally, Ryan has been an early stage advisor to some very successful Silicon Valley companies including PayPal and Splunk. As a seasoned entrepreneur, Mr. Ryan helped build and bring to market mobile security company Marble, which is now part of security leader Proofpoint (NASDAQ: PFPT). Prior to Marble, Ryan was an Executive Vice President at Online Resources and was responsible for Digital Banking and Payment Operations, which was sold to ACI Worldwide. Before Online Resources, Ryan was a co-founder of IronKey, which productized DHS S&T research and ultimately sold over 2 million IronKey devices, the world's most secure flash drive. The company became a part of iMation (NASDAQ: IMN). Previously, Ryan was Senior Vice President at First Data where he was responsible for Product Management and Marketing. Ryan began his career in the Fintech industry at Bank of America, where he developed and managed the bank's credit card processing systems. Mr. Ryan holds a Bachelor of Science degree in Management Information Systems from Old Dominion University in Norfolk, Virginia.

My guest, Richard Weaver helps business owners maximize wealth when selling their business in any environment. We discuss how a low business valuation today could be optimal for exit strategy planning. Whether you are contemplating a partial or full sale of your business, or are currently in the midst of a sale transaction, Richard walks us through crucial planning items so you can pre-experience decisions, maximize wealth and optimize a transaction. Bernstein Business Owners BlogRichard L. N. Weaver is a National Director in Bernstein’s Wealth Strategies Group, where he specializes in counseling private business owners, public corporate executives and holders of concentrated equity positions. Richard is the author of Bernstein’s research publications Executive Decisions: Making the Most of Compensation Plans to Build and Protect Personal Wealth and Selling a Business: Proceed with Confidence. Previously, he served as a senior portfolio manager, responsible for communicating the firm’s capital markets outlook, investment strategy and rationale for current positioning in global equity, fixed income and alternative asset portfolios. Richard joined Bernstein in January 2004 from Prudential Securities, where he headed the Private Wealth Management effort and managed the firm’s Executive Services and Strategies Group. His extensive career in capital markets has also included roles in investment banking, risk arbitrage, equity derivatives and structured products. Richard earned a BS in economics from the Wharton School at the University of Pennsylvania and an MBA from New York University.DisclosureNote to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any timeafter the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2020 AllianceBernstein L.P.

Today's blockchain and crypto news. George Ball, Former CEO of Prudential Securities, Flips to Crypto as World Faces Dollar Debasement Etheum Founder Admits Ethereum 2.0 Tough Pantera Venture Fund Three Nets $164.7 Million from High Balance Investors

How do we learn from and make the best out of our current situations, for abundance and growth? Dee Marshall sat down with us to discuss how to develop confidence, live intentionally, build strategically toward a better version of ourselves, and how to create plans for abundance each year. Prior to launching Diverse & Engaged, Dee Marshall spent over twelve years working on Wall Street in training and management and organizational development for Merrill Lynch, Prudential Securities, Moody's Investor Services and The New York Times. Dee was recently named Top 25 Most Influential Black Women in Business by The Network Journal and Top 25 Leading Women Entrepreneurs. Dee is a genius in leveraging new media, establishing a community service movement in the height of the recession by leveraging social media that grew to a network of over 200k members in three countries and in over 25 U.S. markets. Her company provides services to major corporations to assist with strategy, programs and initiatives to support inclusion, workplace culture, learning and development goals. Dee is a survivor and go-to on career transitions and reinvention. Prior to launching her diversity consulting practice, she built her credibility coaching through career transitions as a result of her own journey down 33 flights of stairs at One New York Plaza on September 11th after witnessing the terrorists attack on the World Trade Center. Marshall has given of her time and talent to several major nonprofit organizations, including the Board of Directors for the YWCA Central New Jersey, the Women's Center for Education and Career Advancement New York, the Board of Advisors for Rutgers Small Business Development Center, The New York Women's Foundation, and others. She is a United Way New York Linkages Board Fellow, a Google Tech Policy Fellow, a certified credentialed Coach and a graduate of the distinguished Skinner Leadership Institute. As a result of her service to women, she has received numerous awards that include the United States of Women Nominated Change Maker, NAACP Community Service Award, Delta Sigma Theta Women of Achievement Award, and many more.

My Special Guest today is Frank LaRosa! Frank LaRosa, president and chief executive officer of Elite Consulting Partners, has achieved a distinguished career in financial services, spanning more than 25 years. Frank began his career in the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as executive director for Morgan Stanley. In 2011, Frank launched his company Elite Consulting Partners.  

Marlisa Brown, MS, RD, CDE, CDN, of Total Wellness, Inc. is my guest for this episode. Marlisa shares tips to use that will keep you healthy and alert while working from home. This episode's information may apply to anyone who is working from home. Share the podcast with your friends and coworkers. Marlisa works as a Consultant, International Speaker, Culinary Expert and Writer. In addition, she has successfully treated over 15000 patients the past 20 years. Marlisa specializes in diabetes, heart disease, weight loss and gastrointestinal disorders. Marlisa has written and contributed to many books and programs, has been featured on a cooking show series and has done hundreds of presentations, including a brand new program on diabetes cooking just being introduced foodytv.com. Some of her clients include; Richard Simmons, Jorge Cruise, Goldman Sachs, Brookhaven National Labs, The Kennedy Space Center, Prudential Securities and the New York Jets. Marlisa also shares her business skills with other professionals in workshops. To learn more about these programs click here. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/faye-horton/message

On this episode of the TBG Real Estate Podcast, we welcome Rob Levy. We discuss his journey from tennis court to real estate and how being the CEO of a company led his to feel the entrepreneurial bug.Rob is one of the Managing Partners of LBX Investments. Prior to launching LBX in February, 2018, Rob co-founded Big V Capital (“BVC”). While at BVC he oversaw and underwrote the partnership’s 11 Southeastern U.S. shopping center acquisitions and managed all capital raising (both debt and equity) and asset management efforts.EPISODE NOTES:12:30 - From Affordable to buying retail14:45 - Building trust with partners17:00 - From tennis to real estate18:30 - How has the real estate changed?24:15 - Why start your own company?26:50 - What makes a good partner?29:00 - Building a company when its remote30:55 - The future of LBX34:52 - The Hot Seat presented by KK ResetPrior to BVC, Rob was the Chief Operating Officer of the Real Estate Group at Benefit Street Partners, a multi-strategy credit manager with over $11.0 billion in assets under management.Prior to Benefit Street, Rob held various positions at Centerline Capital Group, including Chief Executive Officer, President, Chief Operating Officer and Chief Financial Officer and was a member of the Board of Trustees of Centerline’s parent company, Centerline Holding Company. Centerline was a multifamily finance and asset management company with a national scope mortgage banking platform and over $13 billion in equity and debt under management. Rob joined Centerline in 2001 as the Director of Capital Markets.From 1998 to 2001, he was a Vice President in the Real Estate Equity Research and Investment Banking departments at Robertson Stephens, an investment banking firm. Prior to 1998, Rob worked at Prudential Securities in the real estate equity research group and at the Prudential Realty Group, the real estate investment arm of the Prudential Insurance Company.Rob received his MBA from the Leonard N. Stern School of Business at New York University and his BA from Northwestern University.

Mark Sancrant is the Founder & CEO of Blue Ash Capital, an M&A advisory and corporate strategy firm. He has over 20 years of experience & $3 billion worth of transactions under his belt.  Mark began his career in investment banking with Prudential Securities in NYC and has extensive experience with consumer products, eCommerce, and media businesses. He has also worked for technology firms and has recently taken an interest in brands that are selling on the Amazon channel. In this episode… Online marketplaces are all the rage these days and for this reason, a lot of prospective business buyers are looking to purchase a company or brand that sells online despite their lack of experience in online-centric businesses. It's not a walk in the park, it's definitely challenging, but for Mark Sancrant, it's a business risk that actually pays off if you close a good deal well. On this episode of Buy Box Experts, James Thomson is joined by Mark Sancrant where they talk about how Mark began his venture into the merge and acquisition of different brands that buy and sell online, what it's like to sell on Amazon, and how to develop a brand that sticks out in a pool of businesses that seemingly offer quite similar things. Tune in for a great discussion on business opportunities both for business sellers and prospective business buyers.

The term “disruption” doesn’t just get thrown around occasionally. “Disruption” gets thrown around incessantly — especially in tech, and, perhaps even more especially in fintech. Let us introduce perhaps the one founder who is not actually trying to disrupt traditional banking. Meet Eric Solis, a 3-time fintech founder, former SVP of investments for Merrill Lynch, former VP of Investments for Prudential Securities, a full stack entrepreneur with educational credits in bitcoin, AI, and business from MIT, Oxford, and Stanford. Eric came on the Payments Innovation podcast to share about his latest creation — MovoCash, and how he’s using it to solve problems for the underbanked, without disrupting traditional banking. What we talked about: What is MovoCash Eric says they solve 3 problems traditional banks couldn’t: 1) Guaranteed payment 2) Getting money off the ledger  3) Preventing fraud & creating denominations Eric’s not actually out to disrupt the banks To ensure that you never miss an episode of Payments Innovation, subscribe on Apple Podcasts, or Spotify, or here.  Until next time!

Marlisa Brown, MS RD CDE CDNRegistered Dietitian Certified Diabetes Educator | Author | Professional Speaker | ChefAuthor of, “The Gluten-Free, Hassle-Free Cookbook”, “Gluten-Free, Hassle-Free” & “Easy, Gluten-Free” President of Total Wellness, Inc, Past President of The New York State Dietetic Association, NSA Professional member. Coming this May 2016 “I Woke Up Fat” Marlisa works as a Consultant, International Speaker, Culinary Expert and Writer. In addition, she has successfully treated over 15000 patients the past 20 years. Marlisa specializes in diabetes, heart disease, weight loss and gastrointestinal disorders. Marlisa has written and contributed to many books and programs, has been featured on a cooking show series and has done hundreds of presentations, including a brand new program on diabetes cooking just being introduced foodytv.com. Some of her clients include; Richard Simmons, Jorge Cruise, Goldman Sachs, Brookhaven National Labs, The Kennedy Space Center, Prudential Securities and the New York Jets. Marlisa also shares her business skills with other professionals in workshops. To learn more about these programs click here. Total Wellness Convenient Location:

Dee C. Marshall is a Certified Coach, Author, Speaker, Leadership Trainer, Diversity Consultant, TV Lifestyle Expert and Radio Host. She is CEO at Diverse and Engaged, LLC (Formerly Raise The Bar, LLC). She was named Top 25 Leading Women Entrepreneurs and Top 25 Influential Black Women by several leading publications.  She is the creator of the Win, Rock & Rule Empowerment, an event that takes annually in New Jersey. It's in its ninth year.  Dee C. Marshall is... a Game Changer, Power Player, Fire Starter, Mover & Shaker and United State of Women Nominated Change Maker. Dee C. Marshall is... a Wall Street alumni. Former corporate executive and leadership trainer for Fortune 500 companies including Merrill Lynch, Prudential Securities, Moody’s Investor Services, Johnson & Johnson, and The New York Times.   a Capitol Hill go-to for women leaders. Women of Congress call on Dee to co-convene women’s initiatives, gather local women leaders, strategically plan the mobilization of women, and provide insight whenever they need a young, fresh perspective on connecting with women.   a respected authority for high-ranking, high-profile, high-level women. Dee has coached the First Lady of Bermuda and was called upon by the Premier of Bermuda to work with the top women leaders of the country. Her client roster includes women in corporate, FBI, NCIS, those who bear titles of Chief Judge and Mayor as well as Ministry Leaders.   a connector with golden contacts. Networked from power hubs like Wall Street and The White House, as well as industry and media, Dee is internationally recognized as a mover and shaker who shares her network.   a genius in mobilizing women and leveraging new media. Dee established a community service movement in the height of the recession by leveraging social media to grow to a network of over 200k .... in three countries and over 25 U.S. markets.   a subject matter expert on diversity, women’s success and a media contributor for Essence Magazine.   a survivor and go-to on career transitions and reinvention. Not only has Dee endured many corporate restructures, she also made it down 33 flights of stairs on September 11th after witnessing the second plane crash into the World Trade Center.   an expert teacher and trainer. Dee has spoken at over a dozen universities, been called upon to teach social media at B Schools, delivered a commencement speech at DeVry University, and recently signed on to teach a Continuing Education Leadership Development Program at Pillar College. a powerful speaker and motivator known on the speaker circuit at women’s conferences, industry conferences, and all over the globe. For more information, visit www.DeeCMarshall.com Keep in contact with us,      sign up and get our free gift to YOU: https://drgenevaspeaks.com Follow our hashtag #ignite2impact  Please share this podcast & let us what you think, *subscribe in iTunes and leave a review  

Are we on the brink of a trade war? Or just the beginning of more balanced trade? And how will tariffs affect our economy and specifically, real estate? My guest today began his career in financial services on Wall Street in the 1980s with what was then Prudential Securities. He started working on projects with Harry Dent in the mid-1990s. Rodney Johnson is  a regular guest on several radio programs such as America’s Wealth Management and Savvy Investor Radio, and has been featured on CNBC, Fox News and Fox Business’s “America’s Nightly Scorecard", where he discusses economic trends ranging from the price of oil to the direction of the U.S. economy. Here are some quick highlights … Will the cost of construction continue to rise due to these tariffs?  What's the real story with recent high earnings on Wall Street  Is real estate in a bubble? www.RealWealthShow.com  

Bloomberg Opinion columnist Barry Ritholtz interviews Ed Yardeni, the president of Yardeni Research Inc., a provider of independent global investment strategy research. Dr. Yardeni previously served as chief investment strategist for Oak Associates; chief investment strategist and managing director of Prudential Equity Group; chief investment strategist for Deutsche Bank; and chief economist for C.J. Lawrence, Prudential Securities and E.F. Hutton. Yardeni recently published the book "Predicting the Markets: A Professional Autobiography."

Jack Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books including the Market Wizards series. Mr. Schwager is one of the founders of Fund Seeder. Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street's leading firms, most recently Prudential Securities. Guess who is back! We are so excited to bring to you the second season of The Wall Street Lab podcast! To kick off the season we are bringing you the interview with probably one of the most knowledgable people in trading and futures Jack Schwager. Through dozens of interviews and years of work experience in trading Mr. Schwager is probably the best person to tell us about what makes a great trader. We have learned a lot from his experience and we hope you will as well. Other topics we have discussed in our conversation include What traits do the best traders and investment managers have in common Fundamental vs technical analysis and how it changed with technology What changed in the futures markets over the last 30 years What are the arguments for market efficiency not working What makes traders lose money What motivates the top traders What are the worst pieces of advice given about trading As always, make sure you share the podcast with anyone you think might benefit from the information. And don't forget to leave us a 5-Star review on iTunes! Luke & Leo  

Are you confident about America's future or has your personal financial "recovery" failed to occur?  Is this a time to invest or hold your cash more closely?  Is the American auto industry doomed to die a slow death due to automation and technology? Today Teresa talks with author,consultant, investment banker, and Wall Street insider Christopher Whalen about the future of the American economy.  Christopher Whalen provides investment banking and consulting services to institutional investors and corporate clients around the globe.  By combining an understanding of financial institutions, markets and the world of investment, housing finance and credit analysis, he helps clients to understand the risks and opportunities that exist today and enables them to achieve their future goals. From his website: (https://www.rcwhalen.com) Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. Christopher is a member of FINRA and is associated with Bradley Woods & Co in New York. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the firm’s Financial Institutions and Corporate Ratings Groups. He was a co-founder and principal of Institutional Risk Analytics from 2003 through 2013. Over the past three decades, Chris worked as a writer and financial professional in Washington, New York and London. He has held positions in organizations such as the House Republican Conference Committee, the Federal Reserve Bank of New York, Bear, Stearns & Co., Prudential Securities, and Carrington Mortgage Holdings. 

Some books take legendary status because of the breadth and depth of the content and their ability to become a guiding force for its readers. On one end, we have books like The Intelligent Investor and Security Analysis from Benjamin Graham which are always in an investors reading list. Similarly, if you ask the traders, two books are always in their list. One is The reminiscence of Stock Operator and the other one is The Market Wizards. Almost every market participant who has read the book has enjoyed it. The book has inspired and guided millions of traders & what differentiate these books from other profiling attempts - is the amount of depth that the interviewer goes into. Today, we have with us the Man behind Market Wizards - Mr. Jack Schwager. Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books like: Market Wizards (1989, 2012) The New Market Wizards (1992) Stock Market Wizards (2001) Hedge Fund Market Wizards (2012) Market sense & Non sense (2012) Schwager on Futures (1995) Getting started with technical analysis (1999) He is one of the founders of FundSeeder, a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street’s leading firms, most recently Prudential Securities. Without much delay, let's profile the profiler: Jack Schwager Notes: [4:00]: The transition from a Fundamental Analyst to a Technical Analyst. [6:00]: Does Fundamental analysis contradicts Risk Management ? [11:00]: Can one person wear both the hats of Trader & Investor ? [17:30]: Views on averaging up & averaging down ? [27:00]: "The best trader that I ever interviewed" [29:00]: Don't judge things on Returns alone - without understanding the underlying Risks taken. [36:30]: Are great traders born or is it a skill that can be cultivated ? [43:00]: Is there a universality in technical strategies & are they equally valid in all markets of the world ? [46:30]: Where to look for inefficiencies while developing an indicator ? [1:00:30]: Process followed to interview the Legends of Investing. [1:03:00]: What things that didn't worked during previous interviews ?

Previously aired as CW 373   Rodney Johnson is President and Editor of Dent Research. He joins the show to explain why gold will fall below $800.   Johnson then discusses whether the US economy is slowing. He also shares how investors can build streams of income instead of relying on equity markets.   Visit Dent Research at www.dentresearch.com.   Rodney Johnson works closely with Harry Dent to study how people spend their money as they go through predictable stages of life, how that spending drives our economy and how you can use this information to invest successfully in any market.     Rodney began his career in financial services on Wall Street in the 1980s with Thomson McKinnon and then Prudential Securities. He started working on projects with Harry in the mid-1990s. He's a regular guest on several radio programs such as America's Wealth Management, Savvy Investor Radio, and has been featured on CNBC, Fox News and Fox Business's “America's Nightly Scorecard, where he discusses economic trends ranging from the price of oil to the direction of the U.S. economy.     He holds degrees from Georgetown University and Southern Methodist University.

Today we are joined by a very special guest.. Roland Frasier. He started out selling real estate when he was 18 and gradually got his real estate, insurance and securities licenses while he did leveraged buyouts with Prudential Securities during college and law school. After law school, Roland opened his own law practice and grew it to one of the top firms in San Diego serving entrepreneurs, business owners, marketing and entertainment industry clients. During that time Roland began doing joint venture deals with clients and gradually evolved from practicing law to buying and selling companies, repositioning businesses and direct response marketing. Over his career Roland has done infomercial deals with Guthy-Renker and K-Tel Direct, publishing deals with Simon & Schuster and Random House, negotiated shows with major hotels on the Las Vegas strip, been involved in over 100 private and public offerings, run international hedge funds, worked with copywriting legend Gary Halbert, created presentations and marketing campaigns for major brands and much much more. He is now a principal in Idea Incubator & Digital Marketer, working closely with Ryan Deiss, Frank Kern, Perry Belcher, Kent Clothier and many other digital marketing thought leaders. In fact, for a while I was personally in the War Room mastermind run by himself, Ryan & Perry. Roland has a real passion for business and putting deals together. He is always on the lookout for businesses to buy, reposition and sell. Enjoy!  --- Mission Statement: My mission is to create 200 new multi-millionaire business owners who solve world problems with entrepreneurship. How? You'll do better when you know better.   Would it help you to have a mentor who can cut your learning curve by sharing their mistakes with you so you could avoid them?   Would it help you to talk to that mentor and learn how they shifted their mindset to allow success to happen in the first place?   Would it help you to hear them talk to other high-level entrepreneurs about their journeys, their mistakes and how they overcame their challenges to create the lives and financial success they desire?   The Best Business Podcast was created for you to have all this in one place. If you like it, please subscribe, give an honest review and share with a friend you think will benefit so I may serve you both together.   "Your success is my success." -- Daryl Urbanski

Bret Rosenthal launched his career in the late 1980’s in New York Cit y with Lehman Brothers and then moved on to Prudential Securities and Wachovia. During this time he mentored under the watchful eye of his father, Gary Rosenthal, with whom he still works today. The Rosenthal Group managed one of the most successful private client businesses in the country at all three firms, an achievement which was documented in the book The Winner’s Circle, by R.J. Shook. Bret began building trading systems in the late 1990’s. In 2001 the Rosenthal Group fully implemented Bret's first successful algorithmic system, P.A.C.E. (Proprietary Analyses and Computer Enhancement), throughout their entire client structure. In succeedin g years the acronym has evolved and while the employed tools have become exceedingly enhanced the core of the original P.A.C.E. system lives on in the strategies and systems of today’s rcmTradingDesk. In 2005, Bret and Gary started their own firm, Rosenthal Capital Management, LLC, located in Jupiter, Florida (Palm Beach County). For more information visit, rcmTradingDesk.com.     Welcome to the Expert Trading Systems Podcast with your host Steven Cawiezell. Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow" To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.

Roland Frasier started out selling real estate when he was 18 and gradually moved into doing syndications of real estate and business investments. Roland held real estate, insurance and securities licenses and did leveraged buyouts with Prudential Securities while he was in college and law school.After law school, Mr. Frasier started his own law practice and grew it to one of the top firms in San Diego providing services to entrepreneurs, business owners and marketing and entertainment industry clients. While there Frasier acted as Managing Partner and conducted all the marketing and advertising campaigns, generating clients through copywriting, speaking, networking and forming joint ventures.During that time Roland began joint venturing deals with clients and gradually evolved from practicing law to buying and selling companies, repositioning businesses and direct response marketing (including copywriting for his own direct mail company, infomercials and other projects).Over Roland's career He has completed infomercial deals with Guthy-Renker and K-Tel Direct, publishing deals with Simon & Schuster and Random House, negotiated shows with major hotels on the Las Vegas strip, been involved in over 100 private and public offerings, run international hedge funds, advised major brands on a variety of business and legal related issues (from PepsiCo to MacDonald's), worked with copywriting great Gary Halbert, created presentations and marketing campaigns for major brands and much more.Roland Frasier has a real passion for business and putting deals together and is always on the lookout for businesses to buy, reposition and sell.   Show Notes: 0:26 - 1:25 Introduction 1:25 - 2:06 Background on Roland Frasier 4:25 - 5:15 Tying Opportunities together 5:15 - 6:43 Money 6:43 - 8:37 Relationship with Father and Language of Business 8:37 - 10:29 Money Definition 10:29 - 12:06 Uniqueness in working with Guthy Renker 12:06 - 15:41 High level thinkers 15:41 - 17:41 System for accumulating information 17:41- 23:55 Phase of Confusion 23:55 - 26:37 Learning how to Think 26:37 - 31:09 Looking at the Scale 31:09 - 33:06 Business Relationship 33:06 - 36:49 Negotiation style 36:49 - 39:17 Balancing Transparency 39:17 - 42:55 Creating value 42:55 - 44:39 Spotting Opportunities 44:39 - 44:53 Talking about book working on 44:53 - 46:33 How to contact Roland Frasier

Welcome to Political Trade Secrets, where we take an inside look at campaigns and politics. We pull back the curtain and investigate all aspects of politics and how elections are won. This episode we tackle compliance and treasury with our guest, Bradley Crate, founder of Red Curve SOLUTIONS. Brad is an expert on this topic. He served as the CFO on Romney 2012 presidential campaign and the deputy CFO on the 2008 campaign. Before that, he was in the Romney Administration where he served as a fiscal policy analyst and as the Director of Capital Planning and Policy. Before politics though, Brad’s background was on Wall Street working for companies like Prudential Securities and JP Morgan. In 2008, he founded Red Curve merging both his finance and political backgrounds. The issues we discuss are critical to a well run campaign and if not handled right can get you into hot water. They are also one of the first components of your campaign that you have to deal with.

Legal Eagle and the Coach Radio with David Altenbern and Bryan Kiser with special guest Kallen Diggs & Michael Farkas: Kallen Diggs is a career strategist and author of the Amazon Bestselling Book: Reaching The Finish Line. Since the Great Recession, he has helped over 2,000+ people reach the finish line via his book, lectures, and coaching programs.I initially started to helping out friends, neighbors, and friends of neighbors before I created a business model from it. The Great Recession really spurred me to move forward since the opportunity was great. Outside of my book, I offer career consultations and a coaching program. Michael Farkas, Chief Executive Officer and Co-Founder Over the last 20 years, Michael D. Farkas has established a successful track record as a principal investor across a variety of industries including automotive, retail, telecommunications, agriculture, and aerospace. Mr. Farkas began his career by working for the family real estate development and construction company, Forkash Construction, Corp., throughout high school and college. Mr. Farkas then served as a stockbroker trainee for Oppenheimer and Company, and became a licensed stockbroker and financial consultant. He acquired a series 7, 24, 63 and 65 and thereafter, served as a financial consultant to several NYSE member firms including Paine Webber, where he became a supervisor, as well as, Gruntal and Prudential Securities.

Tough Talk Christian Radio with host Tony Gambone and his guest Michael D. Farkas: Chief Executive Officer and Co-Founder Over the last 20 years, Michael D. Farkas has established a successful track record as a principal investor across a variety of industries including automotive, retail, telecommunications, agriculture, and aerospace. Mr. Farkas began his career by working for the family real estate development and construction company, Forkash Construction, Corp., throughout high school and college. Mr. Farkas then served as a stockbroker trainee for Oppenheimer and Company, and became a licensed stockbroker and financial consultant. He acquired a series 7, 24, 63 and 65 and thereafter, served as a financial consultant to several NYSE member firms including Paine Webber, where he became a supervisor, as well as, Gruntal and Prudential Securities.

Roberto Milk is the Chief Executive Officer and Co-Founder of Novica.com, a mission-driven company that works with artisans around the world in association with National Geographic. Over the past 10 years, Novica has become one of the largest handmade gift, jewellery and home décor websites in the world, selling the works of thousands of artisans through regional offices in Asia, Africa, and Latin America. Prior to Novica, Milk worked as an investment banker for Prudential Securities, where he helped raise over US$ 1 billion in capital markets transactions, M&A transactions and venture capital financing. Milk is a member of the Young Presidents' Organization (YPO) and is a Chartered Financial Analyst (CFA). Milk has long written about creating an economic development model for artisans in Peru and other developing nations around the world. His Peruvian grandmother was one of Novica's first artisans. Milk received his BA in International Relations with Honours from Stanford University and is fluent in English, Spanish and Portuguese. Milk enjoys photography and is an active soccer player.As CEO and co-founder of Buzztone, Inc., Liz Heller works to facilitate community building on behalf of brands in the cause, entertainment, media, and product industries. As chief visionary in charge of creative content, strategy, operations and funding her role on projects includes everything from shaping go-to-market brand and marketing strategy down to managing the details of technical execution. The most recent example of her influence in this arena includes her work on initiatives like the launch of the Stop Global Warming's Virtual March. “Consumers today are sophisticated. They care about what they buy and they can fall in love with a product or a cause because of the story behind the brand. Our job is to bring that story to the surface in a way that resonates and builds engagement,” Heller says.Buzztone's success in telling brand stories has also resonated with clients like Microsoft, AOL, Sony Pictures and Bacardi.I have always loved fashion. I saw my first fashion show in Paris when I was 11 and when I was in high school, I wrote everything I wore on a calendar so I wouldn't repeat an outfit! Not much has changed! I found yoga in 2009 when I landed in LA & managed a popular yoga studio in Santa Monica. While I enjoyed practicing yoga, I was drawn to the boutique at the studio and prided myself on taking really good care of it. One day, a student left his script at the studio by accident, and it clicked to me that the entertainment industry lent itself to a casual lifestyle. I realized that Angelenos are working from home writing, learning lines, auditioning, rehearsing music & working out. After I joined this eco-conscious & creative community of yogis, I realized that they were under served in casual lifestyle apparel that can be worn on and off the mat.It was then that an idea was born to design a line of clothing that was fashion forward, eco-friendly, and versatile for a casual lifestyle. So I designed Soul Rx, a line of ecologically responsible & versatile clothing line made of biodegradable resources and made right here in Los Angeles.Soul Rx launched in March at The Oscar's Gifting Suites.

Rodney Johnson is President and Editor of Dent Research. He joins the show to explain why gold will fall below $800.   Johnson then discusses whether the US economy is slowing. He also shares how investors can build streams of income instead of relying on equity markets.   Visit Dent Research at www.dentresearch.com.   Rodney Johnson works closely with Harry Dent to study how people spend their money as they go through predictable stages of life, how that spending drives our economy and how you can use this information to invest successfully in any market.     Rodney began his career in financial services on Wall Street in the 1980s with Thomson McKinnon and then Prudential Securities. He started working on projects with Harry in the mid-1990s. He's a regular guest on several radio programs such as America's Wealth Management, Savvy Investor Radio, and has been featured on CNBC, Fox News and Fox Business's “America's Nightly Scorecard, where he discusses economic trends ranging from the price of oil to the direction of the U.S. economy.     He holds degrees from Georgetown University and Southern Methodist University.

Rodney Johnson is President and Editor of Dent Research. He joins the show to explain why gold will fall below $800.   Johnson then discusses whether the US economy is slowing. He also shares how investors can build streams of income instead of relying on equity markets.   Visit Dent Research at www.dentresearch.com.   Rodney Johnson works closely with Harry Dent to study how people spend their money as they go through predictable stages of life, how that spending drives our economy and how you can use this information to invest successfully in any market.     Rodney began his career in financial services on Wall Street in the 1980s with Thomson McKinnon and then Prudential Securities. He started working on projects with Harry in the mid-1990s. He's a regular guest on several radio programs such as America's Wealth Management, Savvy Investor Radio, and has been featured on CNBC, Fox News and Fox Business's “America's Nightly Scorecard, where he discusses economic trends ranging from the price of oil to the direction of the U.S. economy.     He holds degrees from Georgetown University and Southern Methodist University.

My guest today is Jack Schwager, a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Schwager is one of the founders of Fund Seeder. Previously, he was a partner in the Fortune Group, a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street's leading firms, most recently Prudential Securities. The topic is his book The Little Book of Market Wizards. In this episode of Trend Following Radio we discuss: How Fund Seeder acts as a liason for traders and investors The difficulty of starting out as a new trader How Fund Seeder is a global opportunity Schwager's last book, Hedge Fund Market Wizards The timeless quality of the Market Wizards books Jesse Livermore's Reminiscences of a Stock Operator How human nature is the only thing that will never change Looking for a “secret recipe” in the Market Wizards book “The Upside of Down: Why Failing Well Is The Key To Success” by Megan McArdle Why failure is smart and an essential part of success The importance of failure in the context of education Behavioral economics Jack Horner and thinking outside of the box The importance of loving what you do for a living The importance of travel Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

In this episode of Still Growing…(SG), I feature the uber-knowledgable Nancy Peters, also respectfully known as "The Weed Lady". Lest you think sweet little Nancy has spent a lifetime hunched over weeding, this Columbia Business School graduate enjoyed a successful career as a Wall Street Analyst with EF Hutton, Shearson, Morgan Stanley, Mobil, Prudential Securities, Smith Barney and EJ Lance. As Nancy tells it, she "went from Wall Street to Weeds." And, I am so happy she did. Nancy is a charming interview and a dedicated gardener who generously shares her encyclopedic knowledge of weeds with us in this episode of Still Growing. This episode will cover Part 1 of our discussion. Part 2 will be featured in next week's episode of Still Growing. Author information Jennifer Ebeling Producer & Host at Still Growing... Gardening Podcast Jennifer Ebeling is a proud Minnesotan and U of MN alumni. Gooooooo Gophers! Each week, Jennifer produces and hosts Still Growing - a gardening podcast dedicated to helping you and your garden grow. The show is an in-depth interview format. Guests featured on the show share a passion for gardening and include authors, bloggers, professional gardeners, etc. Listeners and guests of the show can join the Still Growing community on Facebook. It's a place to ask questions, share garden stories, interact with great guests featured on the show, and continue to grow and learn. Jennifer and her husband Philip have four children, a big golden lab named Sonny, and live in lovely Maple Grove, Minnesota. P.S. When she's not teaching her four kids a new card game - or teaching them how to drive a car - Jennifer loves inspiring individuals and groups to maximize and personalize their home & garden. Facebook The post SG510 Nancy Peters The Weed Lady: 10 Ways to Tell if It’s a Weed appeared first on 6ftmama. Related posts: SG511 Nancy Peters The Weed Lady: 10 Ways to Tell if It’s a Weed (Part 2) SG563: 10 Ways to Engage Kids in the Garden SG559: Amp Up Your Gardening Skills (5 Ways You Can Get Started Today)

Steve Eubanks is a bestselling author and award-winning writer whose work has appeared in Sports Illustrated, FoxSports.com, Yahoo!, Golf Digest,Golf World,Golf Magazine.. and the list goes on... A college golfer who was resoundingly thumped often enough to realize he could not play for a living, Steve became a club professional and general manager. He became a distressed golf property specialist who did work for CitiGroup, Prudential Securities, Bank of America, and the Royal Bank of Scotland. He and a group of partners built and owned golf properties in the Southeastern U.S. Then, in a radical career move, Steve became a writer. In addition to authoring the first unauthorized club history of Augusta National, Steve has authored novels, narrative non-fiction sports-history books, a golf memoir, and co-authored books with Arnold Palmer, Lou Holtz, Jeff Gordon, Tracy Austin, Mark H. McCormack, Butch Harmon and Ty Murray among others. Steve was also the publishing consultant for the Royal & Ancient Golf Club at St. Andrews. Steve is a frequent guest speaker. He taught seminars and business schools for the PGA of America, and was the keynote speaker at the 2007 Joint Forces Reserve Orientation Course, Command Second Fleet, Norfolk, Virginia. Steve lives in Peachtree City, Georgia with his wife and children. Founded in 1933, the Augusta National Golf Club is the perfect course. Co-designed by legends Bobby Jones and Alister MacKenzie, Augusta boasts gorgeous fairways and perfectly manicured greens, set against a breathtaking backdrop of azaleas and pines. Every April, the invitation-only Masters Tournament is watched by millions of avid viewers around the globe. But the exclusive club, with a membership comprising some of the world's most powerful and influential men, is also notorious for a legacy of secrets and controversy. Journalist and novelist Steve Eubanks used all of his investigative and storytelling talents to get to the heart of Augusta's turbulent history, including its 44-year rule under the iron fist of Cliff Roberts and his suicide on the club's grounds; the Masters' impetuous yet long-standing relationship with CBS; allegations of racism; and the club's countless, rigid rules (members can even be expelled for wearing their green Augusta blazers outside the club). With 45 inspiring photographs, Eubanks's balanced account also captures the historic moments that evoke deep affection for Augusta, from Dwight Eisenhower teeing off in the days before the Masters was televised to Jack Nicklaus's emotional victory at age 46, 23 years after he won his first green jacket. With a new chapter on Tiger Woods's 1997 triumph and published just in time for the 1998 Masters, Augusta is essential reading for anyone who wants the complete story of American golf's most hallowed groundVisit the Golf Talk Radio sponsors and tell them GTRadio sent you they help make the show possible! Slickstix.com, Avila Beach Golf Resort, Blacklake Golf Resort, Shore Cliff Lodge and Aramco Mortgage and Dr. Tullius.  Visit Golftalkradio.com for the latest show information, contests, videos iPhone and Android Apps and more!