Podcasts about ypo

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Latest podcast episodes about ypo

AFO|Wealth Management Forward
From Door-to-Door Bookkeeping to a 1,000-Client Cloud Firm w/ Nick Pasquarosa

AFO|Wealth Management Forward

Play Episode Listen Later Feb 27, 2026 19:58


In this episode, Rory speaks with Nick Pasquarosa, Founder and CEO of Bookkeeper360, about building a modern accounting firm from the ground up and why innovation starts with listening to small business owners. Nick shares how a door-to-door side hustle in high school evolved into a nationwide cloud accounting firm serving nearly 1,000 clients with a fully remote team across 26 states. He explains how his role shifted from boots-on-the-ground bookkeeper to strategic CEO, and why leadership communities like EO, YPO, and Hampton helped accelerate that growth. The conversation dives into the firm's technology roadmap, including the development of its proprietary AI tool BOLT, designed to deliver CFO-level insights at scale while preserving the human relationship. Nick also unpacks how AI is being used internally to surface advisory insights, streamline month-end analysis, and reduce burnout without sacrificing value. Want to know how firms can leverage technology without losing their human edge? Curious how AI can enhance advisory conversations rather than replace them? Find out the answers to these questions and more in this forward-looking conversation with Bookkeeper360's CEO Nick Pasquarosa.

Born Scrappy
Demystifying Technology in Scrap with Evan J. Schwartz

Born Scrappy

Play Episode Listen Later Feb 25, 2026 48:41 Transcription Available


Send a textIn this episode of Born Scrappy I sit down with Evan J. Schwartz, Chief Innovation Officer at AMCS Group, to demystify technology and understand its practical application in the scrap metal industry.Evan has spent 35+ years across resource-intensive industries and now sits at the forefront of innovation at AMCS, operating across 80 countries. His job? Spot what's coming next and help companies adopt it without blowing themselves up in the process.With all the buzz around tech right now, this episode is a masterclass in cutting through the hype.In this episode, we talk about:

On The Homefront with Jeff Dudan
He Got FIRED… Then Built 12+ Companies (And Sold Them) With Troy Hazard

On The Homefront with Jeff Dudan

Play Episode Listen Later Feb 24, 2026 74:55


FREE COPY OF JEFF'S BOOK DISCERNMENT HERE What happens when you get FIRED… and it becomes the best thing that ever happened to you? In this episode of The Unemployable Podcast, Jeff Dudan sits down with serial entrepreneur, investor, and former Global President of EO, Troy Hazard. From Australian radio announcer… to building and selling 12+ companies… to turning around distressed businesses and exiting to private equity — Troy shares the exact mindset, leadership philosophy, and exit strategy that changed his life.

On The Homefront
He Got FIRED… Then Built 12+ Companies (And Sold Them) With Troy Hazard

On The Homefront

Play Episode Listen Later Feb 24, 2026 74:55


FREE COPY OF JEFF'S BOOK DISCERNMENT HERE What happens when you get FIRED… and it becomes the best thing that ever happened to you? In this episode of The Unemployable Podcast, Jeff Dudan sits down with serial entrepreneur, investor, and former Global President of EO, Troy Hazard. From Australian radio announcer… to building and selling 12+ companies… to turning around distressed businesses and exiting to private equity — Troy shares the exact mindset, leadership philosophy, and exit strategy that changed his life.

Million Dollar Relationships
Beyond the Success Script with Seth Streeter

Million Dollar Relationships

Play Episode Listen Later Feb 20, 2026 42:07


What if success isn't about pushing harder but allowing yourself to be pulled toward your purpose? In this episode, Seth Streeter shares how he helps people navigate major life transitions and discover their inspired life purpose as co-founder of Mission Wealth, a wealth management firm he started 25 years ago that now manages $14 billion in assets for 4,600 families across 34 US locations. Seth has been a financial advisor for 34 years, specializing in guiding clients through major life events while helping them live more fulfilling lives through assessments across 12 dimensions of wealth. After going through divorce and the financial crisis, Seth realized he was achieving traditional success but wasn't fulfilled, leading him to spend an introspective year attending retreats, meditating, and traveling to India. In the last eight years, Seth has led purpose-driven retreats for over 2,000 people, including nine-day retreats in Bhutan where leaders trek in the Himalayas and stay with monks. Seth spoke at Davos with Deepak Chopra on conscious leadership and leads the purpose community for YPO. Seth reveals the relationship that transformed his life: Joe Bosco, owner of an Italian restaurant in Fort Collins, Colorado where Seth worked as a dishwasher through high school. When Seth was looking at colleges and his parents wanted him to attend Colorado State, Joe Bosco said "you should check out Santa Barbara, California" because he went there for horse shows. Seth had never heard of Santa Barbara but applied to UCSB because of Joe Bosco and spent 27 years there, founding Mission Wealth, having his children, serving on 10 nonprofit boards, starting sustainable future.org, and doing a TED Talk, all because Joe Bosco suggested he check out UC Santa Barbara. Seth also credits Chip Conley, founder of MEA, as a mentor who showed him how to move from his head to his heart.   [00:03:40] Led Two Nine-Day Purpose Retreats in Bhutan In Asia for most of the trip Had 25 leaders in each group trekking in Himalayas Stayed overnight at monasteries, lived with monks Contemplated purpose individually, within companies, within world at large [00:04:40] Mission Wealth: 25 Years and $14 Billion Co-founded Mission Wealth 25 years ago Independent registered investment advisory firm 34 locations across US, manages just under $14 billion in assets About 4,600 families, team of 200 advisors and professionals [00:05:20] Started Leading Retreats Eight Years Ago In last eight years started leading retreats and coaching For different companies, leaders, different groups of people Takes paid time off to do it, spends vacations leading retreats About 2,000 people have gone through in-person programs [00:06:00] The 13 Inches From Head to Heart Great quote: "furthest distance many travel in lifetime are 13 inches from head to heart" As financial guy, had heart in what he did, loved helping people solve problems This work feels more intimate, more meaningful Really helping people give themselves permission to be best version of who they want to be [00:08:00] Started in Financial Services Right Out of College Right out of college, needed a job Was in student government at UC Santa Barbara, thought he'd be entrepreneur Dad was in government, mom was teacher, brother was police officer Family said "you need a job with benefits, security, and paycheck" [00:09:00] Went Through His Own Tough Journey Went through divorce, financial crisis, bumps in life Realized success script needed to be rewritten Was working hard but wasn't fulfilled, wasn't content Achieving success in traditional way materially but didn't feel fulfilled [00:09:20] The Introspective Year That Changed Everything Decided to do whole introspective year Went to retreats, read self-help books, listened to podcasts Got into meditation, went to India, did all these "woo" things That year opened up whole new framework for living [00:10:20] Push Energy vs Pull Energy As entrepreneur, had lot of push energy: building vision, growing team, charging hill Used that in Ironman, marathons, running nonprofits After personal reflection, started to adopt pull energy approach More of allowance, trusting doors close and open for reason [00:11:20] Speaking at Davos With Deepak Chopra Was asked to speak at panel in Malibu with five people Woman from Finland asked if he'd been to Davos, offered to get him in Three months before event, confirmed: Thursday with Deepak Chopra on Conscious Leadership in Era of AI Couldn't have pushed way into that opportunity, was being open and available [00:14:40] 12 Dimensions of Wealth Talk about wealth not just in financial sense but across 12 dimensions Impact families are having, quality of relationships, physical health, intellectual growth Seeing families grow true wealth feels very rewarding Lead purpose community for all of YPO [00:15:00] The Success Script and Grind Mentality Lot of people followed success script, did what they were taught Worked hard in school, career, moved through ranks or started company Rinsed and repeated grind mentality to get ahead Now 40, 50, or 60 saying "is this all there is?" [00:17:00] Woman Going Through Divorce Woman in mid-50s going through divorce Two daughters just graduated high school, going to East Coast for college Husband ended 30-year marriage right at same time From financial standpoint she was fine, but really struggling with identity [00:18:00] Converting Husband's Office Into Studio She loved working with single women's nonprofits, domestic shelters Also loved skincare, always did facials for daughters Helped her convert former husband's office into studio Became licensed aesthetician, did facials for women in community including free ones for women through tough times [00:19:20] The Inspired Life Purpose Exercise Had someone at retreat who was CEO, just exited food tech company in New York Did exercise called Your Inspired Life Purpose Four circles: innate gifts, skills, passion, what world needs most Look at how those four circles intersect [00:20:00] Paul's Life Manifesto CEO named Paul came up with amazing idea during exercise Went to room that night, wrote his life manifesto Next morning: "I was up most of the night, I now have life manifesto" Wanted to change food systems of North America leveraging technology [00:20:40] Started a Blog, Got Recruited by Patagonia Paul decided to start blog writing about his vision Just couple months later, recruiter read one of his blog posts Interviewed for new position Became head of Patagonia's Food Provision Company [00:24:00] Invested Heavily in Relationships Since High School Always had lunch meetings 12 to 1, five days a week at same restaurant Would book with clients, teammates, or people in community City council members, students, nonprofit leaders, business leaders Every single day asking: who is this person, what makes them tick, how can I support them? [00:25:00] Working at Italian Restaurant in Fort Collins Worked at Italian restaurant through high school to pay bills Was bus boy, dishwasher, had all the jobs Owner was Joe Bosco, owned restaurant in Fort Collins and one in Casper, Wyoming Was thinking about colleges, parents would pay for Colorado State [00:25:40] "You Should Check Out Santa Barbara" Wanted to do something different, applied to UCLA and Berkeley Joe Bosco said "you should check out Santa Barbara, California, they have university there" Used to go there for horse shows Had never even heard of Santa Barbara at the time [00:26:00] Chose UCSB Because of Joe Bosco Applied to UCSB, packet looked amazing, university on coast Ended up choosing UCSB as his university because of Joe Bosco Spent 27 years in Santa Barbara, half of his adult life Founded company there, had children there, on 10 nonprofit boards [00:31:00] Meeting Ashley Brilliant Mom was sixth grade teacher, had cartoons called Pot Shots by Ashley Brilliant in classroom Going through tough time in Santa Barbara, Ashley's cartoons spoke to him three days in row Wrote thank you note to Mr. Brilliant He replied, met for lunch at Chinese restaurant [00:32:00] The Fortune Cookie Message After meal, got fortune cookies Ashley's note said: "Finally, the answer you've been looking for is sitting across from you" Seth's said: "If at first it's a no, it may become a maybe" Decided to help Ashley start building business around his cartoons [00:34:40] Service Trip to Honduras Took son on service trip to Honduras, worked at orphanage Security guard had wooden leg, very archaic piece of wood with hinge 34 years old, probably made $2 a day, couldn't get new leg Decided to get him a leg [00:35:40] Getting Him a $10,000 Leg Took almost a year but got friend who was Paralympic athlete involved Got him fancy $10,000 leg that was molded and fit for him Had to get it down there strategically because shipping would mean it gets stolen He sent FaceTime video: first time he'd been able to slow dance with wife since car accident 10 years prior   KEY QUOTES "A lot of people followed the success script, worked hard in school and career, rinsed and repeated this grind mentality. Now they're 40, 50, or 60 saying 'is this all there is? I now have success, but there's a creative in me that hasn't been out to play.'" - Seth Streeter "The furthest distance many of us travel in our lifetimes are the 13 inches from our head to our heart. This work feels more intimate and meaningful because it's really helping people give themselves permission to be the best version of who they want to be." - Seth Streeter "I had a lot of push energy as an entrepreneur. But I started to adopt a pull energy approach, more of an allowance, trusting that when a door closes it closes for a reason, when it opens for a reason. I was being pulled to where I was supposed to be." - Seth Streeter CONNECT WITH SETH STREETER 

Born Scrappy
Trade Flows & Global Markets with Craig Weber

Born Scrappy

Play Episode Listen Later Feb 18, 2026 46:07 Transcription Available


Send a textIn this episode of Born Scrappy, I sit down with Craig Weber, Vice President of Global Recycled Scrap at Metal Exchange, for a masterclass on how scrap prices are really set.Craig has spent 30 years at Metal Exchange. He's lived and worked in Zurich, Shanghai, and Singapore, building a global view of spreads, hedging, risk, and market structure that very few in our industry truly understand.We break down what “spot,” “forward,” and “hedge” mean in practice. We talk about how LME and COMEX influence pricing, why volatility has changed forward contracting, and what happens when suppliers don't understand the risk behind a hedge.In this episode, we talk about:

The Heart of Business
Aaron Moore: From Contractor to Community Architect

The Heart of Business

Play Episode Listen Later Feb 12, 2026 37:20 Transcription Available


In this episode, we sit down with Aaron Moore, President of PPD Painting and Co-Founder of the Commercial Painting Industry Association, to explore how industry-specific peer forums transform insight into action—and relationships into a powerful retention engine.Aaron shares his journey from Chicago startup to buying out a partner, scaling a commercial painting company, and building CPIA around a forum model inspired by EO and YPO. We unpack the structure behind high-performing groups: non-competing peers across geographies, monthly virtual meetings, in-person sessions, and a deceptively simple update framework that surfaces what's working, what's draining energy, the best idea, the most important action—and the one thing you don't want to talk about.The game-changer? Experience-sharing over advice. Speaking from lived wins and losses lowers defenses, accelerates learning, and drives clearer action.We also explore how forum habits migrate inside companies—leaders replacing certainty with curiosity, teams balancing KPIs with the human layer that drives execution, and members navigating ownership transitions, succession planning, and tough decisions with greater clarity and confidence.If you lead a trade, run a chapter, or want a serious leadership edge, this episode is a practical playbook for building high-trust peer groups that actually move the needle.Please visit www.internationalfacilitatorsorganization.com to learn more about Mo Fathelbab and International Facilitators Organization (IFO), a leading provider of facilitators and related group facilitation services, providing training, certification, marketing services, education, and community for peer group facilitators at all stages of their career.

Born Scrappy
Navigating Market Consolidation Steve Zusman

Born Scrappy

Play Episode Listen Later Feb 11, 2026 44:33 Transcription Available


Send a textIn this episode of Born Scrappy, I sit down with Steve Zusman, Vice President and Co-Owner of Metro Metals, for a masterclass on navigating market consolidation in the scrap industry.Steve brings decades of experience to the table - from growing up in a family-run yard to overseeing multiple business divisions including scrap, real estate, and garbage transfer across the Pacific Northwest.We talk about the real forces behind consolidation, what it's like competing with the corporates, and how private operators can still win with strategy, discipline, and heart.In this episode, we talk about:

Profit Answer Man: Implementing the Profit First System!
Ep 307 Outgrowing Your Team: The Loyal "Mike" Problem Every Business Owner Faces with Kurt Wilkin

Profit Answer Man: Implementing the Profit First System!

Play Episode Listen Later Feb 10, 2026 39:59


Outgrowing Your Team: The Loyal "Mike" Problem Every Business Owner Faces with Kurt Wilkin   Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com   "Every growing business has a 'Mike'—the loyal early employee who quietly becomes your biggest bottleneck."   Most entrepreneurs don't fail because they lack hustle. They get stuck because the team that got them here… can't get them there.   In this episode of Profit Answer Man, Rocky Lalvani talks with Kurt Wilkin—entrepreneur, former founder of HireBetter (a recruiting firm that partnered heavily with EOS companies), and author of Who's Your Mic?—about the moment every growing business eventually faces: you outgrow a "key person," and your loyalty delays the decision that growth requires.  Kurt breaks down the "Mike" problem (the early employee who handled the finance/ops/integrator work), why founders wait too long, and what to do before the bottleneck starts costing you profit, time, and momentum.    In This Episode, You'll Learn: What "Who's Your Mike?" really means—and why every entrepreneur either has, had, or will have a "Mike" if they keep growing.  The classic growth pattern: how "Mike" goes from bookkeeper → accountant → controller → "CFO"… until the business hits a level where he's in over his head (banks, credit lines, bigger deals).  Why business owners delay the hard conversation—and why it feels like firing a lifelong friend.  Why you don't always have to fire Mike (reassignment can work)—but keeping a struggling leader creates a ceiling on the whole team.  A key hiring truth: you can't attract A-players to join a team when a C-player is running the department.  The "Pipeline Paul" warning for sales hiring—and the red flag Kurt calls out (repeated ~18-month stints).  Why founders struggle to hire salespeople: the owner can sell because they are the business, but a salesperson can't replicate that without a real sales system.  The difference between traditional sales and business development (solving the customer's problem vs. forcing a fit).  The integrator affordability question ("Next Level Natalie")—and Kurt's view that many businesses have "money in the couch cushions" through waste and inefficiency.  Rocky's take on the "everyone is busy" trap—and how sometimes one person is effectively creating fires the team constantly fights.  Why peer communities matter: Kurt's perspective on EOS as a business operating system, and YPO as a broader peer group that includes family and personal balance.    The Big Takeaway: Growth doesn't just demand better strategy—it demands better people alignment. If you're scaling and your leadership team hasn't scaled with you, you may be running a "lifestyle business" for everyone except the owner: the team hits goals, stays busy, and the founder is left holding the stress (and sometimes the lack of profit/cash flow).  The question isn't whether you'll face a "Mike." The question is whether you'll address it early—before it becomes the reason growth stalls.    Bio: Kurt Wilkin is an entrepreneur and former founder of HireBetter, a recruiting firm that helped entrepreneurs build next-level teams and partnered with EOS companies. He previously built and sold a finance and accounting consulting firm (growing to ~120 employees), and he hosts the podcast Unlocking Moves. Kurt's work focuses on helping entrepreneurs build strong teams and healthy businesses—what he calls "capitalism for good."    Links: Instagram: @Kurt.Wilkin and @UnlockingMoves Facebook: @KurtWilkin Twitter: @KurtWilkin LinkedIn: Kurt-Wilkin   Conclusion: If you want to grow, you can't avoid hard people decisions forever. Start by identifying your "Mike," getting clear on where the business is going next, and mapping the real gaps on your leadership team. Then have the honest conversations early—because once you see misalignment clearly, waiting only makes it more expensive (in profit, time, and momentum).    Listen to the full episode to learn how to spot your "Mike," make the hard people decisions sooner, and build a team that scales profitably.   #ProfitAnswerMan #ProfitFirst #ProfitComesFirst #CashFlow #BusinessOwners #Leadership #TeamBuilding #Hiring #Recruiting #PeopleOps #CompanyCulture #LegacyEmployees #EOS #Traction #Integrator #Operations #ScaleUp #Entrepreneurship #SalesHiring #BusinessDevelopment #SalesProcess #SmallBusinessGrowth   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page  Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Leaders in the Trenches
How to Lead Innovation for Impact with Kirsten Baker at Jeenie

Leaders in the Trenches

Play Episode Listen Later Feb 9, 2026 24:15


In this episode, I speak with Kirsten Baker, CEO of Jeenie, Inc. (ranked No. 271 in 2025), a platform dedicated to breaking down language barriers through live interpretation. We explore the powerful intersection of AI innovation and the irreplaceable human element required for meaningful communication. Kirsten shares her perspective on building a culture of innovation, highlighting collaboration, embracing failure as a learning tool, and leading with purpose. We also discuss Jeenie's mission-driven approach to leadership, the importance of hiring for values alignment, and the successes of managing a diverse, fully remote team. Our conversation offers a compelling look at the future of Jeenie and underscores how effective leadership empowers people, nurtures creativity, and drives collective innovation. Episode Highlights & Time Stamps 2:08 Leading Innovation 10:23 Core Leadership Principles 16:35 Embracing AI in Business 17:35 Creating a Culture of Innovation 23:20 Wrapping Up Insights Follow me on Twitter @genehammett Website: www.genehammett.com About Kirsten Baker Kirsten Brecht Baker is CEO & Co-Founder of Jeenie, an AI+Human multilingual and multicultural platform powering the next generation of smart-tech and AI for more inclusive communication. A Wharton MBA and serial entrepreneur, she has built and scaled ventures across SaaS, tech, and global market development. She is an Ernst & Young 2025 Entrepreneur of the Year, and made the top lists of Forbes, Inc., and Fast Company for leading in equity, innovation, and human connection. She is also a member of YPO, the SAFE-AI Task Force, INC. Leadership Forum, and Fast Company's Impact Council. How to Connect with Kirsten Baker: LinkedIn: Kirsten Baker  https://www.linkedin.com/in/kirsten-brecht-baker/ Company Website: Jeenie, Inc. https://jeenie.com/ Resources & Next Steps Ready to take your leadership energy to the next level? Explore free training and resources at training.coreelevation.com to help you identify energy leaks, strengthen your leadership presence, and elevate your team's performance.

Smart Money Circle
This CIO Uses Derivatives As An Asset Class To Help Manage BlackRock's ~$250B SMA Platform

Smart Money Circle

Play Episode Listen Later Feb 6, 2026 32:46


GuestEric Metz, Chief Investment Officer & Head of SpiderRock Advisors Fully Owned Subsidiary of BlackRock's approximately $250B SMA platformBioEric Metz, CFA, Managing Director, is the Chief Investment Officer and Head of SpiderRock Advisors. SRA, acquired by BlackRock in May 2024, delivers customized derivatives strategies and solutions, via SMAs, to nearly all client segments of BlackRock. He oversees all SRA's investment strategies and is responsible for the commercialization of the vertically integrated business unit within US Wealth Advisory. Mr. Metz is a memberof BlackRock's USWA Executive Committee.Prior to the BlackRock acquisition, Mr. Metz was a Co-Founder of SpiderRock Advisors, and led both the business and investment team, as President & CIO, since its inception in 2015, and throughout the BlackRock strategic partnership in 2021.Preceding SRA, Mr. Metz was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. He began his career with the Chicago Trading Company on the floors of the Chicago Mercantile Exchange (CME) and the Chicago Board Options Exchange (CBOE). After the trading floors, he was a senior trader and partner at both Ronin Capital and Bengal Capital, proprietary trading firms specializing in volatility arbitrage. Mr. Metz graduated, Magna Cum Laude, from the University of Michigan with a B.S.E. in Industrial and Operations Engineering. He earned his M.S.E., with honors, in Industrial and Operational Engineering, and was enrolled in the program's PhD program. Mr. Metz is a CFA Charterholder, a member of the CFA Institute, the CFA Society of Chicago and a member of YPO's Chicago based Windy City Chapter.

YPOcast
#190 Daniel Ribeiro – como inovar no mercado imobiliário e a história do Caça Fome

YPOcast

Play Episode Listen Later Feb 5, 2026 70:06


Algumas trajetórias não são feitas de atalhos. São feitas de tempo, escolhas difíceis e convicção. Neste episódio do YPOcast, recebemos Daniel Ribeiro, CEO da G.D8 Incorporadora, para uma conversa profunda, humana e inspiradora sobre liderança, resiliência, visão de longo prazo e impacto social. Daniel compartilha sua trajetória desde a juventude — quando conciliava faculdade de engenharia com a gestão de postos de gasolina em contextos extremos de violência e hiperinflação — até a construção de uma das incorporadoras mais autorais do mercado imobiliário de alto padrão no Brasil. Falamos sobre: Formação, disciplina e aprendizados na adversidade A construção da G.D8 ao longo de quase 30 anos Mercado imobiliário corporativo e residencial no pós-pandemia O conceito de “Home Office” e a irrelevância do metro quadrado Inovação, sustentabilidade e arquitetura com propósito O nascimento do Instituto Caça-Fome, que já impactou mais de 1 milhão de pessoas O papel transformador do YPO na vida pessoal e profissional de Daniel Um episódio sobre tempo, perseverança, surdez ao ruído e compromisso com o que realmente importa. 

Born Scrappy
Moving From “Good Yard” to “Great Business” with Neil Byce

Born Scrappy

Play Episode Listen Later Feb 4, 2026 41:40 Transcription Available


Send us a textIn this week's masterclass episode, I sit down with Neil Byce, Owner of CW Companies, Vice Chair of ReMA, and future Chair of the association.Neil built one of the fastest-growing scrap companies in the U.S., with 15 yards and counting. But he's done it the hard way, by learning what breaks when you scale fast.This episode is a deep dive into the shift from being a hands-on owner running a good yard, to building a high-performance business that can scale, sustain, and succeed without you in the room.In this episode, we talk about:

Generous Business Owner
Ivan Barratt: Be the Salt and Light

Generous Business Owner

Play Episode Listen Later Feb 3, 2026 35:03


How can you start your generosity journey now with the budget you currently have?In this episode, Jeff, Jeff, and Ivan discuss: Learning from all work experiences.Lessons from living upside down.Navigating partnerships.Starting your generosity path early - and bringing your family into your giving at all levels. Key Takeaways: There is no need to go into debt to fund your lifestyle.When working with others, the sum of the whole is greater than the individual parts. But recognize there will be challenges and debates, and see the blessings in each other's strengths.Give before you're ready. Start small and increase incrementally, even if only 1% annually.Sharpen your iron around those who are also doing great things around you. Build a community of strong individuals around you to raise and strengthen one another.  "I would be an evangelist for peer groups, whether they are faith-based or not. Of course, faith-based is a plus, but getting around some like-minded individuals that are going through the same thing I am, and having a group that I can talk to and be vulnerable with, and then mirroring that with some sort of coaching or mentorship or advising. Those two aspects have been rocket fuel for my trajectory." —  Ivan Barratt Episode References: Firefly IN: https://fireflyin.org/ About Ivan Barratt: Ivan Barratt is a 25-year real estate veteran and the founder and CEO of The BAM Companies. An expert in multifamily operations and investment fund management, Ivan has raised over $585MM in equity across 6 funds, acquired 10,000+ units, and surpassed $1.85B in transaction volume since 2015. Under his leadership, The BAM Companies has become an eight-time Inc. 5000 winner with numerous cultural accolades. Ivan currently focuses his time on equity finance, investment opportunities, and corporate strategy. He is an active member of Tiger21, YPO, and NMHC. Outside of work, Ivan enjoys philanthropy and spending time traveling with his wife and three children. Connect with Ivan Barratt:Website: https://thebamcompanies.com/YouTube: https://www.youtube.com/c/BAMCapitalLinkedIn: https://www.linkedin.com/company/thebamcompanies/Facebook: https://www.facebook.com/BAMCapitalGroupInstagram: https://www.instagram.com/bamcapitalgroup Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdvFacebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw

YPOcast
#189 Carlos Furlan - Como transformar educação em impacto, O que quase ninguém entende sobre financiamento educacional no Brasil

YPOcast

Play Episode Listen Later Jan 29, 2026 57:24


Transformar vidas por meio da educação é uma frase bonita — mas o que precisa existir “por baixo do capô” para isso virar escala, sustentabilidade e impacto real? Neste episódio do YPOCast – Líderes Extraordinários recebemos Carlos Furlan, CEO do Pravaler, para uma conversa direta sobre como a empresa construiu um modelo de financiamento estudantil com juros de 0,59% a 0,99% ao mês, apoiado por mais de 600 instituições parceiras e com 130 mil contratos/financiamentos em 2025. Carlos conta como entrou cedo no negócio (quando eram apenas 3 pessoas), os desafios de “educar o mercado” para explicar que um diploma também poderia ser parcelado, as adaptações necessárias para a realidade brasileira de juros altos, e a decisão crítica de 2014 que redefiniu a trajetória da empresa: o modelo com subsídio das faculdades, reduzindo inadimplência e permitindo escalar. Falamos também sobre: como o financiamento reduz evasão e aumenta ticket médio para as instituições por que o modelo de crédito olha curso, faculdade e cidade (não só renda) barreiras competitivas: base de dados, relacionamento com 600 parceiros e captação via FIDC as próximas fronteiras: IA para escala e atendimento, cursos de ticket alto e o boom da medicina o papel do YPO no desenvolvimento pessoal e profissional (com destaque para o Fórum) 

Born Scrappy
Mastering Margin with Steve Deacon

Born Scrappy

Play Episode Listen Later Jan 28, 2026 43:23 Transcription Available


Send us a textIn this season opener, I sit down with Steve Deacon, Chief Commercial Officer at EMR Group, for a masterclass on margin… where it's made, where it's lost, and how to take control of it across your operation.Steve shares stories from his 20+ years in the industry, including starting out in a North Philly scrap yard, building and selling his own business, and ultimately taking on leadership roles across the US and now UK. We explore the art and science of margin: why it's about much more than pricing, where it leaks away quietly, and how well-run yards build culture and systems to protect it.If you're looking to sharpen your commercial thinking and spot the margin killers in your business, this episode is for you.In this episode, we talk about:

Wealth, Actually
FOREIGN OPTIONS for US CITIZENS

Wealth, Actually

Play Episode Listen Later Jan 25, 2026 29:11


Foreign Options for US Citizens Summary: https://www.youtube.com/watch?v=d-Jnr3Go2Gg In this conversation, Frazer Rice of Next Vantage and Judi Galst of Henley and Partners discuss the increasing interest among U.S. citizens in exploring global mobility options amidst geopolitical chaos. We delve into the distinctions between residency and citizenship, the implications of U.S. taxation, and the motivations driving individuals to seek alternative living arrangements. The discussion also covers the potential for citizenship through ancestry, popular destinations for relocation, and investment opportunities in countries like New Zealand and Australia. Judi emphasizes the importance of understanding the legal and practical aspects of relocating, as well as the need for personal exploration before making significant decisions. Takeaways Interest in global mobility has surged among U.S. citizens. Many seek residency as an insurance policy rather than leaving the U.S. Understanding residency vs. citizenship is crucial for potential expatriates. Residency can lead to citizenship but often requires time and investment. Tax implications are complex; relocating should not be primarily for tax benefits. Ancestry can provide a pathway to citizenship in several countries. Popular destinations for U.S. citizens include Europe, the Caribbean, and New Zealand. Investment opportunities exist in countries like New Zealand and Australia. Emerging markets in South America and Asia are gaining attention. Practical steps include consulting experts and visiting potential countries. Chapters 00:00 Navigating Geopolitical Chaos: The Rise of Global Mobility 02:55 Understanding Residency vs. Citizenship: Key Differences 06:06 Tax Implications and Motivations for Seeking Alternatives 08:48 Exploring Ancestry-Based Citizenship: Opportunities and Challenges 11:54 Popular Destinations for U.S. Citizens: Europe, Caribbean, and Beyond 15:10 Investment Opportunities: New Zealand and Australia 17:59 Emerging Trends in South America and Asia 20:50 Practical Steps for U.S. Citizens Considering Relocation Transcript I’m Frazer Rice. We’re certainly living in crazy political times right now, and a lot of US citizens are worried about what’s happening here and abroad. And they’re starting to think about other residencies and citizenship options. I talked to Judy Gost at Henley and Partners about what is and isn’t possible on that front. By the end of this, you’re going to understand the locations that are interesting, the difference between residency and citizenship, and why that may matter as you make choices for your retirement and your location long-term, both for yourself and for your kids. Frazer Rice (00:00.874)Welcome aboard, Judy. Judi Galst (00:03.022)Thanks for having me. Frazer Rice (00:04.244)Well, we’re in the midst of a lot of geopolitical chaos, and I think you have seen and I’ve seen a lot of interest in United States citizens looking abroad for either places to live or other situations to either get away from the chaos or try to address some other needs in their lives. What is the state of the union? assume interest has ticked up. Judi Galst (00:27.874)Yes, I’ve seen more business than I could have ever predicted, but it’s not necessarily people that are leaving the United States. For the most part, most of the clients that I’m working with are doing it as an insurance policy. A lot of the conversations I have with a client start out with them saying, I don’t want to leave the United States, but I’m feeling unsettled and the way to mitigate the way that I’m feeling is to have options. So they want to understand what if I did want to have a guaranteed right to go live in another part of the world? What is available to me? How do I pursue this? How long will it take? Frazer Rice (01:08.434)And we’ll get into some of the technical aspects here, but one of the concepts is understanding the difference between being able to reside somewhere else and being a citizen of another country, and then how that interacts with being a citizen of the United States. Maybe take us through the comparison of residents versus citizenship. Judi Galst (01:28.748)Yeah, that’s actually a really important distinction. And it doesn’t mean that one is better than the other, but they do have different benefits. And so it’s important to understand the difference. So let’s start with residents. Residents doesn’t mean the ability to have a house in another country. It means the ability to reside legally in another country. So the US passport is very strong. You can go into a lot of different countries even without having a visa. But we can’t stay there forever. We have limits, for example, in Europe. We can go in for 90 days, but then we have to leave for 90 days before we can go back in for another 90 days. So if you become a legal resident of another country, you have the ability to live there unlimited for a certain period of time. Residency is not permanent unless there’s a path to permanent residency. So usually you’re going to have to renew it and there may be some conditions in order to maintain it. Now, how frequently you have to renew it is going to vary by the country. For example, in Greece, you can become a Greek resident via a golden visa and that is good for five years and you’ll renew for another five years. In Italy, it’s good for two years. Then you renew for another three years. In Portugal, it’s good for two years. Then you renew for another three years. And as I said, there could be conditions. So in Greece, you qualify via purchasing real estate. If you sell the real estate, you’re going to lose your golden visa, not be able to renew it. In Italy, you qualify via purchasing stock. Frazer Rice (02:51.925)Right. Judi Galst (02:55.945)If you sell the stock, you’re not going to be able to renew it. You can get some travel rights by being a resident. Usually this benefit is not as important to a U.S. person because we already have really good travel benefits with our U.S. passport. But it can often be a strategy for someone from a country with a weaker passport, say even someone living in the United States that has only a Chinese passport. If they want to go into Europe, they have to get a Schenken visa. So a strategy for them might be let me become a resident of say Greece and then I gain Schengen access. Not unlimited, but I get that 90 days out of 180 days. Finally, I would say that residency can have a path to citizenship. Usually it’s a pretty arduous path. For example, in Italy, you can become a resident. You have to live in the country of Italy for six months a year for 10 years before you’d be eligible to apply. In Greece, six months a year for seven years. But there is ultimately a path in most residency programs. Frazer Rice (03:56.755)So let’s dive into citizenship, which my predilection on that is that it’s a much more permanent component, but it’s also a much more difficult process in general. Judi Galst (04:05.646)It doesn’t necessarily have to be difficult. It really depends on what program you’re doing. But you’re right. It’s a guaranteed right. It’s very difficult for a country to take away someone’s citizenship. The other big difference is that you get a passport. So in addition to gaining the ability to live in the country that you’re a citizen of, you also get another travel document. So depending upon what treaties have been done between your country of citizenship and other countries, it may really improve your mobility. Again, U.S. passport is pretty strong. you’re U.S. passport holder, unless there’s something unexpected like a pandemic when borders close to Americans, you already have a good travel document. But it can be another mobility option. Perhaps you’re going into a country you don’t want to identify as a U.S. passport holder, or perhaps you have a weaker passport and you want to travel on a secondary citizenship passport that might improve your mobility. Where citizenship is particularly powerful is in Europe. Because if you become a citizen of one country in the European Union, you gain the right to reside and work in any country in Europe. Frazer Rice (05:11.104)And just to distinguish, how does that impact UK people after they Brexited? Judi Galst (05:16.942)Sadly, with Brexit, the UK is no longer part of the EU. So many people in the UK are quite upset about this because no, you’re not going to gain the ability as a citizen of an EU country to live in the UK, nor are citizens of the UK now able to live anywhere in the European Union as they were previously. Frazer Rice (05:36.992)So let’s apply this directly to US citizens. So US citizen taxed on worldwide wealth. Let’s start with that. sure because I just got a Twitter fight with somebody who said, well, if you’re crypto, you can move away and you’re not out of the system. I’m like, that’s just no. We’ll start with that. But taxed on worldwide wealth, good passport can travel, but there are limitations as far as how long you can stay in various countries, probably around Judi Galst (05:52.622)Mm-hmm. Frazer Rice (06:06.578)Investment options, land ownership, things like that, depending on it. Where are the benefits of that U.S. person looking for another place to either reside or gain citizenship? Judi Galst (06:20.312)Well, it’s not a tax benefit. You started out with taxes and I know when someone, a client calls and says, you know, can you tell me what my options are? I’m really sick of paying us taxes. I’m like, well, this isn’t the right call for you. Yeah. So, but it’s important to understand. It doesn’t mean you’re going to be double taxed because that is a misconception that many people have about whether they should pursue a strategy of alternative residents or citizenship, because unlike the U S and Eritrea, Frazer Rice (06:22.079)Right. Frazer Rice (06:30.08)Puerto Rico that that’s it. That’s your best bet if you’re gonna try if you’re gonna try to play games Judi Galst (06:49.774)Every other country in the world, you don’t automatically become a tax resident by being a legal resident or even by being a citizen. Usually, you’re not going to trigger tax residency unless you reside 183 days in another country, but there are some exceptions. Switzerland is 90 days. Some, like New Zealand, will say it’s 183 days, but in a 12-month period, not necessarily in a year. I’m not licensed to give tax advice, so I’m giving high-level answer to this question. But in general, just by pursuing an alternative residence or citizenship, there’s no tax consequences. And if you were to become a tax resident, many of the countries that we support programs in have treaties. So it doesn’t necessarily mean that you’re going to pay double tax, but it does mean it has to be looked at. If I am talking to a client and they really have full intention of relocating to another country, immediately I want them to have a local tax consultation, which I set up for them to understand what, if any, consequences they have to be aware of. Frazer Rice (07:50.322)And those consequences can change. did an episode probably about six months ago on the change in law in the UK. And it’s a different environment than it was even six months ago for people either going in or coming out of that country as it relates to their US intersection. So I think that the summary on all of that is, look, if you’re going there, A, don’t do it for tax purposes, B, If you’re going to do it, make sure you get local tax counsel because those relationships can be complicated and will affect your planning. Judi Galst (08:25.198)Let’s talk about why people are doing it because taxes is not the strategy. And I would say, and my clients are almost exclusively Americans. So why are people calling me about this? There’s really four key motivators that tend to come up in the conversation. The first is because they do want another mobility option. They kind of have some PTSD still from the pandemic. They remember that feeling. Frazer Rice (08:27.935)Mm. Judi Galst (08:48.226)We could all work remotely. You had the vacation house in Italy or you had the private plane and all of a sudden you couldn’t take advantage of it because all the borders are closed to you and we could only stay in the United States. So some people are just realizing there is some risk to having one mobility option and they want to have an alternative. But I would say 90 % of the conversations I have there’s some reference to a plan B. People are feeling unsettled for so many different reasons. You know, I talked to people whose family fled the Holocaust. It is literally in their DNA where their family thought it could never happen here. And that comes up in every conversation with them. But I have same sex, you know, couples, have transgender clients, I have people whose family lived in other countries where they saw the fall of democracy. And then I just have a lot of wealthy clients, and they’re diversifying their assets right now. And they want to diversify their mobility. They pay a lot of money in insurance and they say, Judy, this is just another line item. Frazer Rice (09:45.896)You Judi Galst (09:46.703)I’d say some are thinking not just about themselves, but they’re thinking about protecting generational opportunity and legacy. Some say, you know, I’m a student of history and yeah, maybe it’s going to take 10, 15, 20 years, but I’ve seen this happen before. And I want to know that my kids and my grandkids are going to have options to either live a life in another part of the world for cultural or educational opportunities or in a worst case scenario, because the U.S. isn’t where they actually want to be. And finally, I’d say it fits nicely in a diversification of asset strategy, which many, many people are thinking about right now. Maybe they don’t want to hold all their money in the United States. Maybe they don’t want to all their real estate in the United States. And there can be strategies that are separate from what I do in terms of opening bank accounts in Switzerland or Singapore or other parts of the world. But really, all the programs that I do require you to move some assets. You’re either investing in stock or venture capital or private equity or real estate. So it does complement a diversification of asset strategy. Frazer Rice (10:42.911)Cool, so let’s think about, we sort of beat the tax horse to death a little bit here, but relocating versus renouncing. And different things, know, people probably come up to you with questions, do I have to fully leave? Do I have to renounce my US citizenship? How does all of that Judi Galst (10:51.608)Mm-hmm. Judi Galst (10:58.222)Great questions. So I’ve never had a client renounce. The US right now does not limit the number of passports one can have or citizenships one can have or how many residences they can have. Now, there is a congressperson who has just decided he wants to introduce some sort of bill that’s going to eliminate dual citizenship for Americans, although most constitutional scholars feel that’s like dead on arrival. But I have to acknowledge that. So no, you don’t need to renounce. And frankly, if you have a lot of money, renouncing is quite complicated and expensive, and you need really good counsel to make that very, very significant decision. In terms of relocation, almost all of the programs that we support require little to no physical presence. You’re always going to probably have to go for biometrics and give fingerprints. But a lot of these programs, you don’t actually have to come back to that country again, except to renew it. So for people that really want it as a Plan B and have no intention of really going to live in another part of the world at this stage in their lives, there’s not an obligation for you to spend time in order to maintain the ability to live in another country if you so choose. Frazer Rice (12:08.017)One thing that comes up that people ask me about and I only vaguely understand it is the concept of being able to get citizenship via ancestry. Comes up with a lot of people of Irish descent, Germany and Austrian especially. What’s the state of that and how realistic is it across different countries? Judi Galst (12:15.993)Mm. Mm-hmm. Judi Galst (12:26.767)It’s very realistic. And in fact, I’m doing German citizenship for myself. So for anyone whose family fled due to Nazi persecution from Germany and Austria, you and all future generations are entitled to citizenship. And my friends are like, why do you want German passport? But first of all, my kids got it. So my kids can go now live and work in Europe if they want, which is great, tremendous optionality. If you remember, I said before, it’s not just Germany. It’s any country in the European Union. Frazer Rice (12:30.473)Okay. Frazer Rice (12:47.956)Right. Judi Galst (12:56.899)And it’s very affordable if you actually are entitled to it. At Henley and Partners, we have established relationships with experts, lawyers in several countries that specialize in citizenship by ancestry. It’s very complex. And every country has different rules about like, it was passed down on the mother’s side, or if there was a break in the bloodline, or if it was passed a certain generation, or if there was a name change, there’s a lot of complexity to it. But clients who think they may be eligible can contact us and we will have an assessment done. And if there is a case, we’ll refer them to someone that can help them through the process. And, you know, it can cost around 5,000, 7,500 euros versus I have clients getting EU citizenship through, you know, Malta and they’re 1.5 million out of pocket. So if you can qualify via Ancestry, I’d say certainly it’s worth considering. Frazer Rice (13:50.879)Terrific. Judi Galst (13:51.311)But don’t call me and say, like, I did 23andMe and I’m Irish. Because you do actually have to produce documents. Not a humongous list of documents, but you’re going to need naturalization certificates for the descendant. You’re going to need marriage certificates, birth certificates, and other documents. Frazer Rice (13:55.187)Ha ha ha! Frazer Rice (14:10.844)So there’s definitely an exercise involved with it, but if you can legitimately trace lineage, you may have a shot. So let’s talk about what jurisdictions are popular with United States citizens. We talked a little bit about Europe, and I’m sure there’s some, let’s call it, some that are easier than others. But then Caribbean, South America, Australia, New Zealand, maybe even Asia, what comes across your desk as being Judi Galst (14:14.094)Mm-mm. Exactly. Frazer Rice (14:40.488)more reasonable than others maybe. Judi Galst (14:43.246)So I’d say clients that I’m talking to are basically going in one of four different directions. One is Europe. For residency, we’re looking at Portugal, Greece, Italy, and Malta. Those are all great programs because they require little to no time in the country to maintain the residency rights. So for people that really have no intention of spending significant time in another country, they’re really good solutions. And for citizenship in Europe, there very limited options. There’s ancestry, which we just talked about. But the concept of citizenship by investment in Europe essentially was killed by the European Court of Justice in the spring of 2025. To give a little bit of explanation, Malta used to have a citizenship by investment program. And it basically said, do these three things, make a large gift to the Maltese economy, rent a property for six years and spend somewhere around 21 days in the country. And you will have a path. to citizenship in Malta, which is an EU country. And the EU hated it. They felt it was transactional, that the passport was being sold, and they felt that people were being granted citizenship that didn’t show a tie to the country. And when this court ruling came out and deemed Malta’s program illegal, it essentially killed citizenship by investment programs in Europe. So I don’t think you’re going to see any European Union country have a citizenship by investment program, nor any country that wants to join the EU have one. But many countries in Europe have provisions in their constitution that say, if you are an exceptional person that make an exceptional contribution to our country or to humanity, we have discretionary ability to grant you citizenship. And so there are some paths to citizenship via merit, specifically through Malta and Austria right now, as well as some other places. So that’s Europe, snapshot of Europe. Let’s talk a little bit about Caribbean, which you specifically brought up. Frazer Rice (16:35.581)Right. Judi Galst (16:40.862)So Caribbean is a path to citizenship. If you remember, said citizenship, lifelong, right? Not many countries have a path to citizenship. It’s very fast. It’s very affordable. What does it give you? So there are five countries in the Caribbean that have programs St. Kitts, Antigua, Grenada, Dominica, St. Lucia. It gives you citizenship in one of those countries. A passport, another passport that you can travel on. Right now, it’s pretty strong. You can go into Europe with it, the UK, Ireland, not unlimited, same as the US, limited amount of time. Although I’m not sure the strength of the Caribbean passports is always going to be. as strong as it is today. Europe doesn’t love these programs. And I wouldn’t be surprised if the Caribbean passports tend to get weaker. However, for a client that says to me, this is purely an insurance policy. I want to cover my kids and my kids are in their 20s because a lot of times these program kids are going to need their own investment if they’re over the age of 18 or 21. Caribbean wouldn’t be a bad place for us if we felt we wanted to get out of town for a little while. Frazer Rice (17:23.23)Sure. Judi Galst (17:50.031)The Caribbean’s a great solution for a very affordable amount, maybe 400,000 for family. You can get and make an investment in real estate that you can sell in five or seven years and your entire family can gain citizenship. So that’s Caribbean. I can pivot to something else that you want to ask a question. OK, so I actually love the program that New Zealand has out right now, especially for a high net worth person. Frazer Rice (18:05.342)Okay, no, let’s try Australia and New Zealand. Judi Galst (18:18.414)I think every high net worth person should do New Zealand. And for a couple of reasons. First of all, it’s purely investment driven. You have to move a lot of money. So it has to be for a high net worth person because they’re going to move three million US dollars to be invested in private equity, venture capital and private credit in New Zealand for around a three year period. And children up to the age of 25, provided that they’re single and not working full time can be included in that investment. There’s very little time that the family needs to spend in New Zealand. As soon as you move the money there, you gain the right to live unlimited in New Zealand. But the main applicant only has to do 21 days, and the other family members only have to enter and exit for one day in the first year. At the end of three years, provided you didn’t invest in things that have a longer holding period, but from an immigration perspective, you can liquidate your investment. And then you can become a permanent resident. So you have a lifelong right at any time to relocate to New Zealand, or you never have to go back again. English speaking, good healthcare, good education. You could have a life there, unlike I don’t think people really want to envision spending 10 years in the Caribbean. But 10 years in New Zealand, you know, there’s many industries and many things that you could be doing. And you could have a quality of life, maybe not akin to the United States, but good. So I love the New Zealand program. Australia used to have a citizenship by investment program. They do not have one any longer. There is a route that they extend to people, which they call sort of like a talent visa. So there are certain sectors that are important to Australia and they would very much like to attract talent in those sectors. Usually it’s younger talent. So when I’m talking to a client that’s over 55, it can be difficult to get you approved for it. But I’ve had people over 55 that have gotten approved. And if you have the background that Australia deems valuable, they’ll grant you a five-year visa for you and your family at no cost. Children have to be under the age of 18 or financially dependent up to age 23 to be included. But this is a visa that’s only good for five years. And if you don’t contribute to Australian society, it’s not getting renewed. Judi Galst (20:38.082)But I’ve had people from Hollywood, I’ve had songwriters, I’ve had producers, directors, people in private equity that specialize in sectors that are important to Australia. People in finance have been approved. So it’s worth considering if the idea of being able to live in Australia means something to you. Interestingly with that visa, you can also live in New Zealand. Frazer Rice (20:58.095)Okay, it’s one of those things too. If people aren’t forcing you to say, don’t hate me because I’m beautiful, that might not be a good route, but if you are talented or bring something to bear, it may be worth taking a stab at. Is it reciprocal? If you’re in New Zealand, can you go to Australia? Got it. So let’s pivot to Asia and or South America, which you hear about Singapore, you hear about… Judi Galst (21:16.194)No. Good question. Frazer Rice (21:27.131)Other different sort of haveny types of places where people place their wealth or establish family offices and South America I think is, know, think about like Uruguay and places like that which, you know, have the reputation of being the Switzerland of South America. What’s the state of play there? Judi Galst (21:44.527)So I have actually had a few clients that have done residency in Uruguay. They don’t have a formalized program, although I think a more formalized program is going to come out of there. Henley and Partners actually has a government advisory line of business, so we design a lot of these programs and we’re very active in South America. There’s a lot of interest in South America to have citizenship and residence by investment programs, so I think you’re going to see a lot coming from that region in the near term. But Uruguay does have a path to residency. You have to spend time there. Frazer Rice (21:58.611)Mm-hmm. Frazer Rice (22:12.893)Judi Galst (22:13.251)And they don’t tell you exactly how much. Yeah. But most of my clients went with the expectation that maybe they’d have to stay for 30 days and they ended up getting the visa approved faster. You have to go back every year for a period of time or not renew renewing it. But yes, there is a path in Uruguay and more in Central America. People are doing Panama. Frazer Rice (22:36.637)Costa Rica. Judi Galst (22:37.773)Costa Rica is really interesting, very affordable. know we wanted to talk a little bit about the range, but in Costa Rica, you can gain temporary residence by demonstrating you have $2,500 a month in passive income. Many people will have that with interest and dividend income. Or you could invest $150,000 in real estate. It’s a temporary residence for two years, and then you renew for another two years. But at three years, you can transition to permanent residence. As a temporary resident, cannot work for a company in Costa Rica, so you’d have to be able to work remotely. And then once you become a permanent resident, that requirement disappears. Once you are approved, you do have to pay into Social Security in Costa Rica that gives you access to health care. So it’s about $300 per application per month. But Costa Rica is very interesting, I think. Frazer Rice (23:26.67)As we go back, pivot back to Asia, are there any countries with Singapore or others that are possibilities for people in the US? Judi Galst (23:33.722)So Singapore is a possibility. However, you have to move a family office with over 200 million there, or investment levels are around 30 million, and you have to relocate, and the ability to renew it is contingent upon how much time you spend in Singapore. So I would say a very niche client could do Singapore. A more affordable option might be Thailand, which you can get a residence permit very… Frazer Rice (23:44.125)Mm-hmm. Frazer Rice (23:52.605)To be sure. Okay. Judi Galst (24:00.782)Inexpensively. mean, a five-year permit for $25,000. Frazer Rice (24:05.159)Wow. And to round out our tour of the world here, Middle East countries, maybe the UAE, you hear about that as a place where a lot of Europeans go to move their wealth. Is that becoming popular with United States citizens? Judi Galst (24:16.463)Mm-hmm. Judi Galst (24:22.381)Golden Visa in Dubai is very popular. Honestly, not so much among Americans. It’s usually people from other parts of the world. mean, my firm has 70 offices around the world and we do a lot of UAE Golden Visas. I don’t have a huge amount of interest from Americans. I’ve done a couple of them. It’s not hard. You do have to spend time, like 30 days as part of the process there. Frazer Rice (24:26.525)Mm-hmm. Judi Galst (24:46.703)You can invest in real estate at 550,000, but there’s like 19 different visa types. You can set up a company. If you’re a member of YPO, Young Presidents Organization, they’re deemed talented and they don’t even make an investment. So, you know, it’s an option and we could certainly help it. But to be honest, I don’t see huge demand among Americans. Frazer Rice (25:03.259)Interesting. So let’s round this out a little bit here. For a U.S. citizen who is feeling unsettled or is just curious what’s out there. They want the ability to go live in Madeira, buy a place there. And to be able to go unfettered or something like that. What’s a good thought process or sequence of events for them to go through in order to make that happen? Judi Galst (25:31.344)I mean, we don’t charge for consultations. So I don’t know if you’re going to share my email at the end of this, but just hit me up. To me, any client conversation is about educating. This is generally a new topic for someone. It’s very rare that someone calls me and they really understand what is available to them and also what would be a good fit for them. They may not understand if they want to include their children. There are going to be some that are going to be better fits for them than other based on the ages of the kids. They may not understand how much time they have to spend in a country to make it happen. How much it’s going to cost, and just learn about it. Learn what your options are. I can usually pretty quickly. Once I understand a client’s objectives, tell them. This is a strategy that I think makes sense for you and exactly how it would Frazer Rice (26:14.206)And it strikes me too, that for people who are exploring different places, it’s probably a good idea to have visited them first before just jumping in, jumping in feet first and sort of solving a problem without understanding what actually implementing the solution looks like. Judi Galst (26:21.111)Yeah. Yeah. Judi Galst (26:29.177)For sure. I because many of the clients that I work with are of higher wealth, they usually have done a fair amount of traveling. So the idea of envisioning, know, residency in Italy, they’ve been to Italy. But when I talk to clients, especially about the Caribbean, where they might be investing in real estate and they have to decide between which country makes the most sense, I always tell them they should try and go because it can be a lifestyle decision. And they want to see where they could actually envision themselves if, in fact, they triggered this insurance policy. Frazer Rice (26:58.59)Judy, great stuff. Here it is. Put your email out there in case people want to reach out and find out more. Judi Galst (27:05.099)Okay, amazing. So my email is my first name, Judy, J-U-D-I dot my last name, GALST, G-A-L-S as in Sam T, at henleyglobal.com, H-E-N-L-E-Y, global.com, or you can give me a call at 646-856-3712. Frazer Rice (27:29.406)Great stuff. We’re going to have that in the show notes too so people can look on webpage, etc. to get that information. Thank you so much. It’s something, you know, when you’re at the desk and dreaming wistfully about what life looks like, what you’re done working, if you’re done working, my calculation is I’ll be able to retire when I’m 127. But it’s great just to sort of envision what that looks like. the expertise is out there. Thanks for being on. Judi Galst (27:56.047)My pleasure. HENLEY & PARTNERS DAVID LESPERANCE ON CITIZENSHIP DIVERSIFICATION DAVID LESPERANCE ON US EXPATRIATION https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ #familyoffices #citizenship #residency #residencybyinvestment #citizenshipbyinvestment #austriancitizenship #newzealand #portugalproperty #portugalresidency #uscitizens #stkitts #malta #eucitizenship #wealthcitizenship #Californiawealthtax #puertorico #puertoricotax

The Brand Called You
Building Industry. Shaping a Nation. | Kabir M Valrani, Vice Chairman, Al Shirawi Group

The Brand Called You

Play Episode Listen Later Jan 22, 2026 27:20


In this episode of The Brand Called You, a Dubai-based industrial leader shares how family values, resilience through crises, and long-term thinking have helped build globally competitive businesses—while staying deeply aligned with the UAE's vision for innovation, diversification, and social impact.00:38- About Kabir M ValraniKabir is the vice chairman of the Al Shirawi group. He's the CEO of Aswan International Engineering & Modern Plastic Industry.He's a fellow member of the YPO, and he's from Harvard. 

YPOcast
#188 Ariane Diniz - Óticas Diniz por dentro: a sucessão que transformou a maior rede de óticas

YPOcast

Play Episode Listen Later Jan 22, 2026 52:19


Neste episódio recebemos Ariane Diniz, presidente da Diniz Franchising, maior rede de óticas 100% brasileira, com mais de 1.200 lojas em 430+ cidades. Maranhense, formada em Administração pelo Insper, com MBA na FGV e imersão em Empreendedorismo em Stanford, Ariane compartilha uma trajetória rara: ela não “assumiu” a empresa — ela construiu o caminho por dentro, começando como trainee, passando pela área financeira, liderando a profissionalização da franqueadora e assumindo a presidência em 2019. Nesta conversa, ela revela os bastidores de uma sucessão bem feita, fala sobre disciplina de liderança, como montar times executivos e como uma rede franqueada equilibra autonomia na ponta com padrão de marca. No final, Ariane conta como o YPO tem impactado sua jornada — do fórum à educação e às conexões que mudam a forma de pensar estratégia e futuro. Inscreva-se no canal, siga o YPOcast no YouTube e no Spotify e compartilhe este episódio com quem precisa ouvir essa história. ----------------------------------------------------------------- Disponível nas principais plataformas de streaming ou no YouTube. Spotify: https://tinyurl.com/bd2utyph Google Podcast: https://tinyurl.com/3fvjv2rb Podcast: https://podcasts.apple.com/br/podcast/ypocast/id1603751025 Youtube: https://www.youtube.com/@ypocastbrasil Siga as nossas redes sociais: Instagram: https://www.instagram.com/ypobrasil/ Facebook: https://www.facebook.com/ypobrasiloficial/ LinkedIn: https://br.linkedin.com/company/ypobrasil Produção: Contentoria Comunicação#ypobrasil #liderança #sucessoprofissional #empreendedorismo

YPOcast
#187 Manoela Mitchell - Liderar a Pipo Saúde: aprendizados de uma CEO em crescimento

YPOcast

Play Episode Listen Later Jan 15, 2026 55:16


Empreender é coragem. Mas também é perder a ingenuidade no caminho. Neste episódio do YPOcast – Líderes Extraordinários, recebemos Manoela Mitchell, fundadora e CEO da Pipo Saúde, para uma conversa profunda sobre liderança, saúde corporativa, tecnologia, dados e escolhas difíceis. Formada em Economia pela USP, com especialização em Empreendedorismo por Stanford, Manoela construiu sua carreira no mercado financeiro e no private equity antes de tomar uma decisão que mudaria sua trajetória: sair do conforto para empreender em um dos setores mais complexos do Brasil — a saúde. Na conversa, ela compartilha: Como a Pipo nasceu de uma perda de ingenuidade e ganhou escala focando na experiência do cliente Os desafios reais de liderar times diversos e multidisciplinares Como dados e inteligência artificial estão transformando a gestão de saúde O impacto do uso excessivo de redes sociais na saúde mental e produtividade O conceito de presenteísmo e seus efeitos invisíveis nas empresas A relação entre incentivos, custo evitado e sustentabilidade do sistema de saúde O papel do YPO como rede de apoio em momentos decisivos da liderança Um episódio para líderes que querem entender como construir negócios relevantes, humanos e sustentáveis — sem atalhos e sem ilusões. Inscreva-se no canal, siga o YPOcast no YouTube e no Spotify e compartilhe este episódio com quem precisa ouvir essa história.  ----------------------------------------------------------------- Disponível nas principais plataformas de streaming ou no YouTube.  Spotify: https://tinyurl.com/bd2utyph Google Podcast: https://tinyurl.com/3fvjv2rb Podcast: https://podcasts.apple.com/br/podcast/ypocast/id1603751025 Youtube: https://www.youtube.com/@ypocastbrasil  Siga as nossas redes sociais: Instagram: https://www.instagram.com/ypobrasil/ Facebook: https://www.facebook.com/ypobrasiloficial/  LinkedIn: https://br.linkedin.com/company/ypobrasil   Portal Exame: https://exame.com/canais-especiais/lideres-extraordinarios/ 

YPOcast
#186 Bebel Nogueira - Empresa familiar no sangue: a história da MagSac e como Bebel conquistou um lugar na fábrica

YPOcast

Play Episode Listen Later Jan 8, 2026 47:07


Como uma mulher criada para “casar cedo” se tornou uma das líderes de uma indústria familiar de plástico, referência em inovação, responsabilidade social e sustentabilidade? No episódio de hoje do YPOCast – Líderes Extraordinários, você vai conhecer a história da Bebel Nogueira. Formada em Direito pelo Mackenzie, Bebel entra na MagSac Embalagens, para resolver uma questão pontual e descobre uma vocação de liderança junto ao irmão e ao pai.  Bebel conta como: -Entrou na empresa “para ajudar temporariamente” no jurídico trabalhista – e nunca mais saiu -Viveu o momento mais difícil da família, com o câncer e o transplante de fígado do irmão -Participou do processo de sucessão e passou de “filha do Oswaldo” a sócia e líder -Criou o projeto MagSac Kids, abrindo a fábrica para os filhos dos colaboradores e aproximando as crianças do universo industrial Falamos também sobre: *A verdade sobre o plástico: ele é realmente o vilão? *Logística reversa, reciclagem e PCR: o que o decreto exige e o que ainda falta no Brasil *Os mitos das embalagens biodegradáveis e o que de fato é sustentável *O papel do YPO na trajetória de Bebel – especialmente o fórum de mulheres – como divisor de águas na sua autoestima, na sua voz e na sua forma de liderar. Se você vive os temas empresa familiar, sucessão, ESG, liderança feminina, indústria e futuro do trabalho, esse episódio é para você. Inscreva-se no canal, siga o YPOcast no YouTube e no Spotify e compartilhe este episódio com quem precisa ouvir essa história.  ----------------------------------------------------------------- Disponível nas principais plataformas de streaming ou no YouTube.  Spotify: https://tinyurl.com/bd2utyph Google Podcast: https://tinyurl.com/3fvjv2rb Podcast: https://podcasts.apple.com/br/podcast/ypocast/id1603751025 Youtube: https://www.youtube.com/@ypocastbrasil  Siga as nossas redes sociais: Instagram: https://www.instagram.com/ypobrasil/ Facebook: https://www.facebook.com/ypobrasiloficial/  LinkedIn: https://br.linkedin.com/company/ypobrasil   Portal Exame: https://exame.com/canais-especiais/lideres-extraordinarios/ 

Pro Series with Eric Dillman
Leading at the Highest Level with Dave Garrison | EP. 225

Pro Series with Eric Dillman

Play Episode Listen Later Dec 26, 2025 32:40


What does it really take to lead at the top and keep growing once you get there?In this episode, I sit down with Dave Garrison, a leadership strategist with over 25 years of experience as a CEO, board member, and strategic advisor to both public and private companies in the U.S. and around the world, including Ameritrade. Dave is the cofounder of Garrison Growth, where he helps organizations of all sizes unlock better performance from their teams.Dave is also a long-standing member of the Young Presidents' Organization and currently chairs YPO's Leadership Development Network, serving more than 30,000 qualified CEOs globally. His work has shaped how top leaders think about communication, accountability, and sustained growth.We dive into what separates good leaders from truly great ones, how CEOs can scale themselves alongside their companies, and why leadership development is not optional at the highest levels. Dave also shares insights from his Harvard Business School MBA, his experience with EOS, DISC, and neuro-linguistic programming, and what he's learned from coaching thousands of leaders worldwide.If you're a founder, executive, or ambitious leader looking to elevate your impact and lead with clarity, this conversation is packed with practical wisdom you can apply immediately.

Live Greatly
How to Have Radical Candor with Amy Sandler: Re-Release

Live Greatly

Play Episode Listen Later Dec 22, 2025 24:14


Re-Release: On this Live Greatly podcast episode, Kristel Bauer sits down with Amy Sandler, Principal Coach and Podcast Host at Radical Candor, to discuss how to successfully give and receive feedback at work and in life.  Tune in now! Key Takeaways From This Episode How to give feedback at work without being a jerk What is radical candor  Should you give positive and negative feedback at the same time? Tips to be better at giving and receiving feedback About Amy Sandler: Amy Sandler is Principal Coach and Podcast Host at Radical Candor, where she's also served as Chief Marketing Officer and Chief Content Officer. Amy has trained tens of thousands of people worldwide, ranging from CEOs and leadership teams to recent graduates just starting their career. Her leadership philosophy focuses on empowering people to develop greater awareness, resilience and compassion, essential foundations for teamwork and shared success.   A pioneer in bringing mindfulness-based leadership practices to the workplace, Amy was selected in 2014 to be one of the first 30 certified teachers of the Search Inside Yourself leadership program developed at Google. Amy brought mindfulness training and breathwork meditation to executive coaching organizations Vistage and YPO, where she also served in leadership roles.  Amy has an AB and MBA from Harvard University and an MFA in Screenwriting from UCLA. A certified breathwork meditation teacher, Amy is in the third year of a medical Qi Gong teacher certification program. She has performed stand-up comedy and walked on fire seven times.  Connect with Amy: Website: https://www.radicalcandor.com/  LinkedIn: https://www.linkedin.com/in/amysandler/  About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness and performance expert, keynote speaker and TEDx speaker supporting organizations and individuals on their journeys for more happiness and success. She is the author of Work-Life Tango: Finding Happiness, Harmony, and Peak Performance Wherever You Work (John Murray Business November 19, 2024). With Kristel's healthcare background, she provides data driven actionable strategies to leverage happiness and high-power habits to drive growth mindsets, peak performance, profitability, well-being and a culture of excellence. Kristel's keynotes provide insights to "Live Greatly" while promoting leadership development and team building.   Kristel is the creator and host of her global top self-improvement podcast, Live Greatly. She is a contributing writer for Entrepreneur, and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. As an Integrative Medicine Fellow & Physician Assistant having practiced clinically in Integrative Psychiatry, Kristel has a unique perspective into attaining a mindset for more happiness and success. Kristel has presented to groups from the American Gas Association, Bank of America, bp, Commercial Metals Company, General Mills, Northwestern University, Santander Bank and many more. Kristel has been featured in Forbes, Forest & Bluff Magazine, Authority Magazine & Podcast Magazine and she has appeared on ABC 7 Chicago, WGN Daytime Chicago, Fox 4's WDAF-TV's Great Day KC, and Ticker News. Kristel lives in the Fort Lauderdale, Florida area and she can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co  Follow Kristel Bauer on: Instagram: @livegreatly_co  LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions.  Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations.  They have not been evaluated by the food and drug administration.  Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests.  Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content.  Always consult your physician for recommendations specific to you.

Retailistic
Surviving Retail's Apocalypse: AI, Amazon, and the Secret Sauce That Saved (and Doomed) Modell's

Retailistic

Play Episode Listen Later Nov 11, 2025 44:55


Video of this episode is hereTakeawaysModell's was started by my great grandfather in 1889.Our whole business was centered around the customer.Nike's shift to direct-to-consumer changed the landscape.Private labels became essential for survival.Under Armour struggled to break into footwear.Customer loyalty is built through community engagement.Facing bankruptcy taught us valuable lessons.Health and wellness trends are reshaping retail.Adaptability is crucial in the retail industry.The most precious thing we have is time. Chapters00:00 The Legacy of Modell's Sporting Goods03:10 Adapting to Change in Retail05:49 Challenges in the Sporting Goods Industry08:13 The Rise and Fall of Under Armour10:48 Dix's Dominance in the Market13:08 Facing Financial Challenges15:49 Lessons Learned from Bankruptcy18:24 The Importance of Community and Culture22:47 Customer-Centric Retailing25:17 The Importance of In-Store Experience26:33 Health and Wellness Trends in Retail28:45 The Role of YPO in Business Growth32:13 Personal Resilience and Health Awareness36:03 Lightning Round: Insights from a Retail Leader

The Brand Called You
Love Over Fear: Humanity's Greatest Test | Brett Hurt, CEO, Love Conquers Fear; CEO, Hurt Family Investments

The Brand Called You

Play Episode Listen Later Nov 8, 2025 27:19


Entrepreneur and visionary Brett Hurt shares how love, not fear, will shape the future of humanity. From AI and quantum leaps to spiritual awakening, he believes our next decade will decide whether we enter an age of abundance or self-destruction. The choice begins within—when love conquers fear.00:36- About Brett HurtBrett is the CEO of Love Conquers Fear as well as the CEO of Hurt Family Investments.He's also a fellow member of the YPO.

FreightWaves LIVE: An Events Podcast
F3 | Fireside Chat: Unloading the Truth: Startups, Scale, and the M&A Shuffle

FreightWaves LIVE: An Events Podcast

Play Episode Listen Later Oct 29, 2025 24:24


Benjamin Gordon is founder and Managing Partner of Cambridge Capital. He draws on a career building, advising, and investing in supply chain companies. Benjamin has led investments in outstanding firms including XPO, Grand Junction, Bringg ,  Liftit , and others. Prior to Cambridge Capital, Benjamin built BGSA Holdings into a global leader in M&A for the supply chain sector. As CEO of BGSA, Benjamin led the firm's efforts, advising on over $2 billion worth of supply chain transactions. Benjamin has worked with firms such as UPS, DHL, Kuehne & Nagel, Agility Logistics, NFI Logistics, GENCO, Nations Express,  Raytrans , Echo Global, Dixie, Wilpak, and others. Prior to BGSA Holdings, Ben founded 3PLex, the Internet solution enabling third-party logistics companies to automate their business. Benjamin raised $28 million from blue-chip investors including Morgan Stanley, Goldman Sachs,  BancBoston Ventures , CNF, and Ionian. 3PLex was then purchased by Maersk. Prior to 3PLex, Benjamin advised transportation and logistics clients at Mercer Management Consulting. Prior to Mercer, Benjamin worked in his family's transportation business, AMI, where he helped the company expand its logistics operations. Benjamin is an active civic leader who is committed to giving back to the community. As founder and chairman of  GesherCity , he boosted young adult volunteerism, expanding the organization to over 100,000 members in twenty locations. Benjamin has also served on the Boards of several non-profit groups, including the Palm Beach United Way, the Palm Beach Federation, the Palm Beach Young Presidents' Organization (YPO), the JDC, the JCCA, the Middle East Forum, and various other community organizations. Benjamin received a Masters in Business Administration from Harvard Business School and a Bachelor of Arts degree from Yale College. Sean Dehan serves as the VP of Corporate Strategy and Corporate Development at Truckstop, bringing over 12 years of experience in crafting and executing growth and product strategies for technology businesses that drive exceptional value for customers. A University of Texas graduate and Austin native, he resides in the city with his wife and four children. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Lawyer's Edge
Dusty Holcomb | Connecting the Dots: How to Effectively Lead Yourself and Others

The Lawyer's Edge

Play Episode Listen Later Oct 28, 2025 41:01


Dusty Holcomb is the Founder and CEO of The Arcqus Group, an executive coaching and leadership consulting firm that helps leaders connect purpose to performance through clarity, consistency, and accountability. With a background that spans senior leadership, operations, and culture building, Dusty works with executives and their teams to unlock potential and lead with intention. Before founding The Arcqus Group, Dusty served as CEO of National Car Rental and Alamo Rent A Car, where he led thousands of employees across North America. He holds an MBA from Auburn University and completed the Advanced Management Program at Northwestern University's Kellogg School of Management. A member of the National Association of Corporate Directors, the Private Directors Association, and YPO, Dusty also serves on multiple private and nonprofit boards and is a five-time Ironman finisher. WHAT'S COVERED IN THIS EPISODE ABOUT EFFECTIVE LAW FIRM LEADERSHIP When people don't understand why their work matters or how it connects to where the firm is going, they show up differently. They do what's required but not much more. And that gap between doing the minimum and bringing your best? That's discretionary effort. Law firm leaders deal with this all the time. You've got talented people who care about their work, but they're buried under billable hours and competing priorities. It's difficult to step back and create the clarity that actually helps people engage. In this episode of The Lawyer's Edge, Elise talks with executive coach Dusty Holcomb about practical ways to lead more intentionally. Dusty shares five questions that help leaders connect their teams to purpose and vision and explains why you have to repeat key messages far more often than feels comfortable. They also dig into how to shift from constant reaction mode to intentional leadership and what it really takes to lead yourself before you can effectively lead others. 4:52 — Why leadership is influence, not authority, and why it starts with leading yourself first 8:07 — The five questions that help leaders bring purpose and clarity to their teams 11:36 — How simplifying expectations keeps people focused and accountable 15:10 — The role of consistency and repetition in creating alignment and culture 19:24 — Shifting from reactivity to intentional leadership and controlling your calendar before it controls you 23:18 — How reflection and planning build self-awareness and better decision-making 27:42 — When to delegate, what to let go of, and how trust frees leaders to lead 31:56 — Why discretionary effort is the measure of a healthy, engaged team 35:27 — What lawyers can learn from leadership practices outside the legal profession MENTIONED IN CONNECTING THE DOTS: HOW TO EFFECTIVELY LEAD YOURSELF AND OTHERS The Arcqus Group Dusty Holcomb on LinkedIn 10x Is Easier Than 2x by Dan Sullivan and Dr. Ben Hardy Chick-fil-A's "My Pleasure" Example Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

The Money Mondays
Why So Many Millionaire Athletes Lose Everything (and How to Avoid It)

The Money Mondays

Play Episode Listen Later Oct 27, 2025 16:54


In this episode of The Money Mondays podcast, Dan Fleyshman sits down with Chip Paucek to discuss the challenges and opportunities faced by professional athletes after retirement. Chip shares how his organization, ProAthlete Community (PAC), described as “YPO for pro athletes” helps athletes transition from sports to successful careers and investments through mentorship, education, and connection. The conversation dives deep into the mindset shifts needed to thrive beyond the spotlight, from financial literacy to finding purpose through charity and community building.Christopher J. Paucek also known as "Chip Paucek" is the co-founder and CEO of ProAthlete Community, an organization designed to support professional athletes in unlocking their long-term potential. Before founding PAC, Chip was the co-founder and CEO of 2U, one of the world's largest online education companies, which he took public and grew to nearly a billion dollars in revenue. With decades of entrepreneurial experience, Chip is now dedicated to empowering elite athletes to channel their discipline and drive into new ventures, education, and philanthropy after their playing careers end.Like this episode? Watch more like it

Chatter that Matters
Perry Miele - Grit and Grace

Chatter that Matters

Play Episode Listen Later Oct 23, 2025 41:13 Transcription Available


Perry Miele is someone I have admired since the first day we met many decades ago. Perry shares his remarkable journey from growing up in Thunder Bay as the son of Italian immigrants to becoming a serial entrepreneur, investor, and mentor to many. Perry's story is about resilience, optimism, and the enduring lessons that come with having both grit and grace. In this episode, Perry reflects on politics, entrepreneurship, and pursuing the Canadian Dream as individuals and as a country.   Alan Depencier from RBC joins to share how small business owners are the engine of our economy and all RBC does to fuel their dreams. A show about positivity and possibility and all things Perry Miele.

The Brand Called You
Future-Proof Leadership: Think Beyond Today | Peter Johnson, Strategic Foresight Advisor and Founder, the Ayadee Foundation

The Brand Called You

Play Episode Listen Later Oct 18, 2025 28:37


Join Strategic Foresight with futurist Peter Johnson as he shares how leaders can anticipate change, embrace uncertainty, and build resilient strategies for the world of tomorrow.00:33- About Peter JohnsonPeter is a strategic foresight adviser and the founder of the Ayadee Foundation. He's a diplomat, futurist and technologist.He's an educator, advisor and a global connector. He's also a fellow member of the YPO. 

On Your Mark, Get Set, Grow!
Michael Slater on How to "Dream Backwards" and Realize Your Vision of BIG

On Your Mark, Get Set, Grow!

Play Episode Listen Later Sep 30, 2025 35:13


Guest: Michael Slater, a coach at CEO Coaching International.  Michael is a longtime YPO member who co-founded and served as the CEO of Nik Software, an international software startup in digital photography that he co-founded and led to a $200M+ valuation before ultimately selling to Google. Quick Background:  Every great company begins with a dream. But turning that dream into a reality requires more than just vision. It requires a defined process and an inspired team that rallies the whole company around the leader's BIG goals.  On today's show, Michael Slater explains how his process of "Dreaming Backwards" can establish the principles and strategy CEOs need to Make BIG Happen.

Capability Amplifier
Living Internationally, Building Partnerships, and Manifesting Your Future (with Allison Maslan)

Capability Amplifier

Play Episode Listen Later Sep 24, 2025 51:26


What if the key to your next big breakthrough wasn't hustling harder… But creating the space to actually think like a visionary?That's exactly what I unpack in this brand-new episode of Capability Amplifier with my good friend Allison Maslan – CEO of Pinnacle Global Network and author of Scale or Fail.We go into:Living Internationally – how Allison built her business while living half the year in Mexico (soon Greece!) and why changing your environment changes your creativity.Strategic Partnerships – her system for landing high-value partnerships with EO, YPO, WPO, and global organizations… without cold outreach.Vision Crafting – the daily practice she uses to manifest her future self, attract the right opportunities, and keep innovating.Innovation & Energy – why most entrepreneurs get stuck on autopilot—and the small shifts that can reignite creativity.If you've ever dreamed of running your business from anywhere in the world, building powerful partnerships, and designing your future instead of reacting to it – this conversation will light you up.KEY INSIGHTS & TAKEAWAYS:Living Internationally as a Founder Why relocating—even part-time—can open your mind, boost your creativity, and expand global opportunities.The Power of Strategic Partnerships How Allison intentionally built relationships that led to multi-million-dollar opportunities with top-tier organizations.Vision Crafting: A Daily Practice The exact journaling + visualization method she uses every morning to manifest opportunities, partnerships, and even her soulmate.Scaling Beyond Operations Why CEOs must transition from operator to visionary—and how to avoid getting buried in the weeds.Creating Space for Innovation How to design your environment and schedule so you can continually innovate instead of burning out.TIME STAMPS:[00:00:00] Introduction – Mike & Allison set the stage: visionary space, partnerships, and lifestyle design.[00:02:30] Living Internationally – Running a company from Mexico (and soon Greece).[00:06:20] Cultural Lessons – What it really takes to do business across borders.[00:12:00] Strategic Partnerships – Allison's system for building intentional, scalable relationships.[00:18:45] The “Go-Giver” Approach – Why generosity is the secret to partnership success.[00:23:00] Mike's Challenge – Filling events without doing it all himself. Allison advises.[00:28:10] Vision Crafting & Energetics – Daily practices that fuel creativity and manifest results.[00:34:40] From Woo to Work – Blending quantum physics with proven scaling strategies.[00:43:00] Journaling, Visualization & Downloads – Allison's exact process.[00:48:30] Breaking Out of Autopilot – Why most entrepreneurs get stuck and how to reset.[00:50:45] Wrap-Up – Where to find Allison's work and resources.If you're ready to stop running on autopilot and start living as the visionary of your business (and your life), this is a must-listen.PS – Here's how I can help: There's still time to join me for 2 days at Genius Network Headquarters, this Oct. 28-29, for the Ai Accelerator Live Event – register here: www.AiAccelerator.com/Live Want to discover your next big opportunity? Meet me for a Cup of Coffee at my Digital Cafe (this is where we can meet): www.MikeKoenigs.com/1kCoffeeCAReady to reinvent yourself, your business, and your brand, and experiencing a massive personal and professional breakthrough? Watch this.

Convergence
AI Governance, Product-Market Fit & the Founder Mindset — John Rood on Building, Exiting & Starting Again

Convergence

Play Episode Listen Later Sep 18, 2025 69:25


From testing markets with a simple Google ads landing page to scaling a multi-million dollar education business, John Rood has learned what it takes to build, exit, and start again. In this episode, John shares the lessons that shaped his journey: the importance of hiring specialists at the right time, why EOS was transformational for scaling, and how “feedback is a gift” became one of his guiding philosophies. We also get into life after exit, what it looks like to find meaning beyond money, and John's latest chapter as founder of Perceptual where he helps enterprises adopt AI safely and responsibly. Whether you are a founder, an executive, or someone simply curious about what is next in your career, this conversation is packed with practical insights and real-world stories you can act on tomorrow. Inside the episode How John tested new markets with Google ads before making big bets Lessons in hiring: specialists vs. generalists, and convincing talent to join a smaller business Implementing EOS and why “following the recipe” matters Research and discovery, from validating product markets to interviewing 70 founders Why “feedback is a gift” and how to give it effectively The role of peer groups like EO and YPO in accelerating growth Finding purpose and passion after an exit, the “pocket knife” principle Guardrails for AI, how enterprises can adopt AI without being paralyzed by fear Mentioned in this episode EOS / Traction - https://www.eosworldwide.com/?podconvergence Beyond the Exit by John Rood - https://www.amazon.com/Beyond-Exit-Successful-Entrepreneurs-Their/dp/B0DRCWS3P6/?podconvergence  Entrepreneurs' Organization (EO) - https://eonetwork.org/?podconvergence  YPO - http://ypo.org/?podconvergence  Perceptual - https://proceptual.com/about/?podconvergence  John's LinkedIn - https://www.linkedin.com/in/johnrood1?podconvergence Subscribe to the Convergence podcast wherever you get podcasts, including video episodes on YouTube. . Learn something? Give us a 5-star review and like the podcast on YouTube. It is how we grow.  

Grownlearn
The AI-Powered CEO Playbook: Use AI Like a Top Strategy Consultant to Scale Fast and Lead Globally

Grownlearn

Play Episode Listen Later Sep 12, 2025 31:31


On this episode of Grownlearn, Zorina sits down with Loic Potjes—Executive Coach, former Corporate & Scale-Up CEO, tech investor, and Managing Partner—who's coached 40+ CEOs across 17 countries. We dig into what actually scales a business: a crisp 80/20 strategy, the right “engine” (your core team), and smart use of AI that goes way beyond meeting notes and automation. Loic breaks down YPO's value (it's growth, not “networking”), how psychometrics (Map & Match) surface your real strengths, why many founders should stop “running the machine,” and his three levels of AI—especially Strategic AI, which he uses in 90-minute workshops to unlock new markets, products, and business models without the old-school strategy-consulting price tag. Guest: Loic Potjes — Executive Coach to Scale-Up CEOs, Chairman & investor, regular media contributor, YPO member. Find Loic: DisruptiveLeap.com --------------------------------------------------------------------------------------------------------------------------------------------- GrowNLearn, led by Zorina Dimitrova, connects select VCs, Family Offices, and Strategic Investors with precisely matched, high-growth ventures across Europe and the U.S. We also support founders with strategic growth advisory—helping you transform your business model, increase valuation, and prepare for investment or exit.

Catalyst Talks
Kute Blackson: The Magic of Surrender | How Letting Go Creates Freedom & Miracles

Catalyst Talks

Play Episode Listen Later Sep 4, 2025 52:21


➡️ Access the Liberation Masterclass I mention in this episode here ➡️ https://www.stephanie-trager.com/Kute Blackson: The Magic of Surrender | How Letting Go Creates Freedom & Miracles

Defining Hospitality Podcast
Transformative Retreats - Ben Uyeda and Adam Wininger - Defining Hospitality - Episode #212

Defining Hospitality Podcast

Play Episode Listen Later Aug 13, 2025 55:53


What is the power of providing unique experiences?Today, Dan chats with the Co-Founders of Reset Hotels, Ben Uyeda and Adam Wininger, about their unique hotel venture designed for the next generation of conscious travelers. Ben and Adam share insights from their journey in hospitality, emphasizing the importance of midweek group bookings for corporate and wellness retreats, and creating meaningful, immersive experiences in the vast, open spaces of Joshua Tree. The conversation explores the concept of 'reset' in hospitality, the value of modular construction in remote areas, and future visions including art installations, unique retreats, and potentially an interplanetary hotel. Join the conversation as they discuss how thoughtful design and unique experiences can transform simple stays into unforgettable journeys.Takeaways:Excellence in hospitality (and any field) comes from attention to detail and continuous improvement—strive to perfect the small things, not just the big vision.Make sure you're intentional about the guest experience. Always consider how you want people to feel during and after their experience with you, whether in hospitality, business, or daily life.Prioritize midweek group and retreat bookings. They are a key driver of business success.Be willing to evolve your ideas and operations as you learn from real-world experience. The best concepts often emerge from adapting to changing circumstances.Move beyond generic spaces—offer unique, authentic moments (like outdoor activities, art installations, or surprise elements) that guests will remember and share.Design experiences that encourage genuine interaction, such as group hikes, yoga at sunset, or shared reading materials.Make it easy to deliver “magical” experiences by building thoughtful, repeatable systems (e.g., providing thank you cards and mailing them for guests).Quote of the Show: ”I've always thought of hospitality as the craft of the welcome.” - Ben Uyeda“ We fully intend to do all that. Just creating little moments of surprise for people out in the desert.” - Adam WiningerLinks:LinkedIn: https://www.linkedin.com/in/ben-uyeda-6927215/ LinkedIn: https://www.linkedin.com/in/adam-w1818654323333/ Website: https://www.stayreset.com/ Instagram: https://www.instagram.com/reset.hotel/ Shout Outs:1:16 - Entrepreneurs Organization https://eonetwork.org/ 2:48 - HD Vegas https://hdexpo.hospitalitydesign.com/ 8:24 - U2 https://en.wikipedia.org/wiki/U2 8:28 - Meadowlands Arena https://en.wikipedia.org/wiki/Meadowlands_Arena 9:32 - Hype Beast https://hypebeast.com/ 19:09 - Burning Man https://burningman.org/ 24:29 - W Hotels https://w-hotels.marriott.com/ 24:35 - SoulCycle https://www.soul-cycle.com/ 28:06 - Rick Rubin https://en.wikipedia.org/wiki/Rick_Rubin 29:30 - Jesse Itzler https://en.wikipedia.org/wiki/Jesse_Itzler 32:21 - Will Guidara https://en.wikipedia.org/wiki/Will_Guidara 33:24 - NoMad Library https://nomadlasvegas.mgmresorts.com/en/restaurants/nomad-library.html 35:27 - Eleven Madison Park https://www.elevenmadisonpark.com/ 38:22 - Storm King https://welcome.stormking.org/ 43:23 - Goose https://www.goosetheband.com/ 46:00 - Mass MoCA https://massmoca.org/ 46:26 - Pappy and Harriet's https://pappyandharriets.com/ 48:12 - Post Ranch Inn https://postranchinn.com/ 48:21 - Chateau Marmont https://www.chateaumarmont.com/ 55:29 - YPO https://www.ypo.org/ 

On The Homefront with Jeff Dudan
How to Escape the 9–5 with Rentals with Mandy McAllister #195

On The Homefront with Jeff Dudan

Play Episode Listen Later Jul 22, 2025 64:21


How to Escape the 9–5 with Rentals with Mandy McAllister #195 What if you could buy back your time, build legacy wealth, and never need a job again? In this episode of Unemployable with Jeff Dudan, Mandy McAllister shares how she went from a farm girl in a town of 800 to becoming a multifamily real estate investor, financial freedom advocate, and founder of GoBundance Women. Mandy opens up about her journey, the power of cash flow over appreciation, why the fourplex is the best starter play in real estate, and how she's helping women unlock freedom without sacrificing family or values. She and Jeff also get real about parenting, passing on entrepreneurial habits to kids, how to pick real estate markets that actually make sense, and how groups like GoBundance and YPO can change your life. If you're in your 20s or 60s, in business or on the fence, this episode is packed with timeless strategies, mindset shifts, and powerful takeaways to help you become truly unemployable.

On The Homefront
How to Escape the 9–5 with Rentals with Mandy McAllister #195

On The Homefront

Play Episode Listen Later Jul 22, 2025 64:21


How to Escape the 9–5 with Rentals with Mandy McAllister #195 What if you could buy back your time, build legacy wealth, and never need a job again? In this episode of Unemployable with Jeff Dudan, Mandy McAllister shares how she went from a farm girl in a town of 800 to becoming a multifamily real estate investor, financial freedom advocate, and founder of GoBundance Women. Mandy opens up about her journey, the power of cash flow over appreciation, why the fourplex is the best starter play in real estate, and how she's helping women unlock freedom without sacrificing family or values. She and Jeff also get real about parenting, passing on entrepreneurial habits to kids, how to pick real estate markets that actually make sense, and how groups like GoBundance and YPO can change your life. If you're in your 20s or 60s, in business or on the fence, this episode is packed with timeless strategies, mindset shifts, and powerful takeaways to help you become truly unemployable.

The Unbeatable Mind Podcast with Mark Divine
524. How Alignment Elevates Teams to Excellence & Resilience

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Jul 8, 2025 15:44


seven commitments outlined in his book, Staring Down The Wolf—--alignment. Throughout the episode, Mark peels back the layers of what alignment really means on the battlefield, in life, and in business.    Mark demonstrates how elite teams thrive when they are radically transparent, relentlessly communicative, and connected to a shared vision. He highlights real-life stories from SEAL team leaders and methods such as daily huddles that break down silos and speed up innovation and execution.    Along the way, Mark makes clear that alignment is about far more than just meetings or sharing information. It's about cultivating an environment where vulnerability is encouraged—-where every team member has the courage to communicate openly, rally around the mission, and keep themselves radically aligned for success.     Key Takeaways:  Relentless, Transparent Communication: Alignment can't come without honest and open communication. Open information sharing and the sharing of visions, challenges, and where support is needed accelerate team trust and execution.    Focus Amidst Information Overload: Recognize that while staying informed is crucial, true alignment comes from narrowing one's focus. It's important to ask: does this align with the team's vision?    Maximize Sharing: Expertise, resources, and information should all be shared openly within one's team. Hoarding knowledge can only hurt alignment and trust.   The Importance of Self-Reflection: Discover how regularly reflecting on one's alignment, focus, and potential distractions help teams and leaders stay true to their goals.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world.   Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/    Sponsors and Promotions: Peak Pure Naturals: Head to PeakNatural.com and use code DIVINE at checkout to give Peak Beets a try for 25% off. Plus remember you're covered by their lifetime satisfaction guarantee.

The Unbeatable Mind Podcast with Mark Divine
523. The Power of Vertical Growth in Life & Leadership

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Jul 1, 2025 28:01


  What does real growth look like? That's the question Mark Divine hopes to answer in today's episode of The Mark Divine show. The fourth commitment of Mark's book, Staring Down The Wolf, growth looks like far more than simply acquiring new skills or certifications. It's about embracing discomfort, seeking variety, and finding meaningful mentors.    Mark distinguishes between “horizontal” development—-learning new tasks and meeting external expectations—and “vertical” development—--which transforms not only what you know, but who you are at your very core. By sharing vivid stories from his Navy SEAL days, Mark demonstrates how growth is a multidimensional process, embodying physical, mental, spiritual, and emotional elements, that prepares us to thrive in an ever-evolving world.    It's not always easy, but Mark offers actionable insights to help break free from one's comfort zone and take ownership over one's personal evolution.     Key Takeaways:  Aiming for Vertical Growth: Recognize that self-development is not about just acquiring new skills—-but changing who you are and how your mind works. Challenge Fuels Growth: Discover how authentic growth does not happen inside one's comfort zone—but rather through pushing oneself and tackling the uncomfortable. Mentorship is Non-Negotiable: Understand that true growth cannot happen alone. The value of having mentors for every dimension (spiritual, emotional, physical, and mental), can't be understated. The Necessity of Growth in the Age of AI:  With artificial intelligence advancing at a very rapid rate, uniquely human capabilities like creativity, resilience, intuition, and integrated growth will be more important than ever.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world.   Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/    Sponsors and Promotions:   Fair Harbour: Fair Head to FairHarborClothing.com/DIVINE and use code DIVINE20 for 20% off your first purchase.

The Unbeatable Mind Podcast with Mark Divine
522. Mastering Trust: Staring Down Fear & Leading With Integrity

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Jun 24, 2025 19:52


Trust. It's yet another essential ingredient in building and sustaining elite teams. This week on The Mark Divine Show, Mark does a deep dive into the art and science of trust, drawing from his rich experience with the Navy SEALs, and his book “Staring Down The Wolf”.    Mark shares tales that unveil the true nature of leadership when things go sideways, and unpacks the three foundational pillars of trust—transparency, humility, and relentless follow-through. He discusses how authentic leadership is forged by facing down fears—-particularly the fear of failure.    Using insights from the military and his own personal growth journey, Mark issues a call to action for leaders everywhere to look inward, trust themselves first, and lead with character and courage.   Key Takeaways:  Relentless Follow-Through: Understand that trust is cemented when leaders do what they say, support their teams, and make sure crucial lessons lead to real action and positive change.   Facing The Fear of Failure: Realize that  leaders who are afraid of failure tend to become perfectionists, procrastinators, or careerists, which ultimately weakens teams and limits growth. Authenticity Matters: Recognize that staying authentic, consistent, and operating from humility will spread trust throughout your team.   Trust is Critical in Team Performance: Discover how trust acts as the “glue” for elite teams, and the consequences of lacking it can be mediocrity and underperformance.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world.   Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/    Sponsors and Promotions: Marley Spoon: This new year, fast-track your way to eating well with Marley Spoon. Head to MarleySpoon.com/OFFER/DIVINE and use code DIVINE for up to 27 FREE meals! That's right… up to 27 FREE meals with Marley Spoon.   Fair Harbor: Head to FairHarborClothing.com/DIVINE and use code DIVINE20 for 20% off your first purchase. 

Service Business Mastery - Business Tips and Strategies for the Service Industry
How One CEO Turned Harsh Feedback into a $6M Growth Exit using MAP Systems with Michael Caito

Service Business Mastery - Business Tips and Strategies for the Service Industry

Play Episode Listen Later Jun 18, 2025 38:09


The Unbeatable Mind Podcast with Mark Divine
521. Respect & High Performing Teams w/ Mark Divine

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Jun 17, 2025 22:24


This week on The Unbeatable Mind, host Mark Divine dives into another key commitment to forging elite, high performance teams—-respect. It holds the power to unlock massive potential, both in ourselves and those we lead.    Drawing from his Navy SEAL experience, Mark shares compelling stories of leadership, integrity, and collaboration. He highlights what true respect looks like in action, whether it is welcoming new players like the Marines into the Special Operations community, or making tough, high-integrity decisions under pressure.    He provides valuable insight into cultivating authenticity, clarity, and trust, which are the building blocks of genuine respect—-and details why these “soft skills” are true superpowers in today's fast paced world.    Key Takeaways:  Radical Authenticity: Understand why the most respected leaders lead with humility, admit when they're wrong, and always stay real. This creates genuine connection and fosters a culture of mutual respect. Clarity Conquers Pressure: Discover why staying crystal clear on what your values are even when facing political or organizational pressure is key to earning respect. The Shadow Side of Respect: Recognize that true respect comes from embracing vulnerability, owning your flaws, and being transparent about your challenges and setbacks. Respect Leads to Trust & Courage: Notice that by embodying integrity, authenticity, and clarity, leaders create a foundation for organizational trust and collective courage.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world.   Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/   Sponsors and Promotions: Momentous: Head to LiveMomentous.com and use code DIVINE for 35% off your first subscription.  Peak Pure Naturals: Head to PeakNatural.com and use code DIVINE at checkout to give Peak Beets a try for 25% off. Plus remember you're covered by their lifetime satisfaction guarantee.  

Smart Business Revolution
Building Your Dream Team: Why Professional Networks Matter With Charlie Garcia

Smart Business Revolution

Play Episode Listen Later May 28, 2025 72:45


Charlie Garcia is the Managing Partner at R360, a global invite-only community for ultra-high-net-worth individuals. R360 is dedicated to helping members and their families flourish across six capital dimensions: financial, intellectual, social, human, emotional, and spiritual. Charlie is a decorated United States Air Force veteran and has advised six US presidential administrations. He also founded Sterling Financial Investment Group, one of the fastest-growing private companies in the US, and has served on several corporate and governmental boards. In this episode… For many high achievers, building wealth and success doesn't always translate to fulfillment or impact. Entrepreneurs often face burnout, decision fatigue, or isolation, especially after a major liquidity event or business exit. Without the right community or purpose, even the most successful individuals can feel directionless or disconnected from their true potential. Charlie Garcia, a former Air Force captain turned financial entrepreneur, offers a compelling framework to shift this narrative. Drawing from his journey through military service, founding Sterling Financial, and advising six US Presidents, Charlie emphasizes aligning personal values with purpose. Through his leadership at R360, he encourages ultra-wealthy individuals to focus not just on financial growth but on flourishing across six dimensions of capital — financial, intellectual, social, human, emotional, and spiritual. He also shares how peer-based accountability, strategic mentorship, and lifelong learning communities like YPO and Vistage helped him evolve as a leader. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Charlie Garcia, Managing Partner at R360, about building purpose-driven wealth and community. Charlie shares insights into scaling Sterling Financial, lessons from the White House Fellowship, and how values-based leadership shaped the creation of R360. The conversation highlights the significance of aligning one's life purpose with personal and professional goals and the value of authentic leadership.

The Unbeatable Mind Podcast with Mark Divine
517. Feed Your Courage Wolf

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later May 20, 2025 69:08


Today on the Unbeatable Mind, Mark Divine is diving deep into the first of the seven commitments necessary to forge elite teams—--courage. Mark, drawing from his Navy SEAL background, breaks down the foundational importance of courage—--and why it serves as a crucial gateway to the higher energies of growth, acceptance, and love.    Mark reveals how courage is not just about charging forward, but rather about the willingness to face our deepest fears, embrace risk, and refuse to stay in our comfort zone. He provides actionable strategies for cultivating courage, like practicing the art of letting go, or simulating challenging scenarios through what he calls “reality-based training”.    Mark candidly reflects on the ongoing struggle with ego, vulnerability, and the power of forgiveness. Delving into the importance of aligning one's daily actions with their greater purpose and principles, Mark highlights how leading yourself and others through adversity sometimes means walking away from old environments and relationships.  Key Takeaways:  Training For Risk: Learn how embracing risk means preparing for it—-facing your fears and building competence.   Living By Your Personal Ethos: Realize how true transformation comes from aligning your actions with your deepest values—-even when it's hard.    Courage as Inaction: Note that courage can be subtle—as much as it's about action, many times it's about restraint—-having the wherewithal NOT to speak or react to a situation.    The Importance of Self-Reflection: Discover that in order to live by your personal ethos, you must UNDERSTAND what your personal ethos is. Doing so requires reflection on what you value, and what you won't compromise on.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world. Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/    Momentous: Cover all of your bases and get up to 35% off your first subscription order at LiveMomentous.com with code DIVINE   Pendulum:   It's not complicated. Take your probiotic relationship to the next level. Break down sugars and carbs more efficiently, reduce cravings, sustain energy and help maintain a healthy weight. Go to pendulumlife.com and get 20% off membership first orders using code MARKDIVINE at checkout.  

The Prof G Show with Scott Galloway
First Time Founders with Ed Elson – The Story of Reddit

The Prof G Show with Scott Galloway

Play Episode Listen Later May 4, 2025 58:45


Live from YPO's Global Entrepreneurship Summit, Ed sits down with Reddit co-founder and CEO Steve Huffman. They discuss the company's IPO journey, his unique approach to investor relations, and how Reddit navigates the complex world of content moderation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Unbeatable Mind Podcast with Mark Divine
511. Turn Crisis Into Opportunity: Mark Divine Reflects on His Recent Accident

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Apr 8, 2025 30:29


On this week's episode of The Unbeatable Mind, Mark Divine shares his compelling and personal tale of resilience of the recent snowmobile accident that left him with serious injuries and a harrowing journey towards recovery.    Shortly after completing his PhD in Global Leadership & Change, Mark accepted an invitation to explore Northern Quebec by way of a snowmobiling adventure. The would-be rejuvenating experience soon turned into a test of resilience and fortitude, leaving Mark with multiple fractures and a punctured lung.    Mark shares these details not solely for the purpose of recounting a personal story, but to explore the pivotal role his extensive training and mindset played on the road to healing. He dives into the techniques he uses—-from advanced visualization to staying physically active to the extent of his recovery capacity. In addition, Mark explores alternative healing methods, like peptides and the potential use of stem cells to illustrate a holistic approach to healing.   Mark provides a fascinating look into how one's philosophies on life can, and do provide a valuable framework to overcome even the most significant of challenges!  Key Takeaways:  Opportunity From Adversity: Listen to Mark recount how this challenging experience actually deepened his mindfulness practice and strengthened his familial relationships. He reminds listeners that every setback can become an opportunity for growth.    Tools For Resilience: Discover the power of tools like maintaining a positive mindset and creative visualisation in getting through a crisis and improving your day-to-day life.    Mindful Recovery: Recognize how staying active is crucial in recovery—-but it must be done within the limits of your capabilities.  Exploring Alternative Healing: Explore the value of staying open to new advances in health and recovery technology, just as Mark is in trying peptides and considering stem cell therapy. Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world. Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/   Sponsors and Promotions:   Momentous: If you're interested in making a true investment in your health, why not join the best in human performance and be part of the change in raising the bar on supplements. Just go to livemomentous.com and use code DIVINE for 20% off your new routine today.   Indeed:  Listeners of this show will get a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to get your jobs more visibility at Indeed.com/DIVINE.    Kinsta:  Tired of being your own hosting support team? Switch to Kinsta and get your first month free. And don't worry about the move - they'll handle the migration for you, no tech expertise required. Visit Kinsta.com/Mark to get started.   

The Unbeatable Mind Podcast with Mark Divine
510. The Art of Kokoro & Whole Mind Integration

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Apr 1, 2025 28:29


This week on The Unbeatable Mind, Mark Divine once again dives into the Five Mountains of Personal Development, this time introducing listeners to the profound concept of “Kokoro”-----the integration of heart and mind into one's actions!    All while encouraging a holistic approach to living life authentically and purposefully, Mark examines the Western tendency towards constant achievement and external validation. He proposes instead a journey that prioritizes inner peace and well-being, bringing our ambitions into a state of harmony with our core values.    Mark shares practical insights into connecting with our life's purpose following the three P's: purpose, passion, and principles—-providing tools for self-reflection that help align our life's actions with our ultimate calling!   Key Takeaways: Kokoro: Uniting The Heart & Mind: Understand the balance between gaining and letting go. Learn how achieving one's highest capacity involves not only striving for accomplishment, but surrendering certain beliefs.  Balancing Masculine & Feminine Energies: Discover the importance of balancing the West's action oriented mindset (masculine), with a more receptive and compassionate mindset.(Feminine).  The Three P's: Learn how to align your life's calling with your core values through purpose, passion, and principles.  One Day, One Lifetime Philosophy: Listen as Mark advocates for living every day as if it's your only day in order to reduce regrets and enrich your life experience.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world.   Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/   Sponsors and Promotions: Defender: Shop the full Defender line-up at LandRoverUSA.com NordVPN: To get the best discount off your NordVPN plan, go to https://nordvpn.com/markdivine which will also give you 4 extra months on the 2-year plan. There's no risk with Nord's 30-day money-back guarantee! Pique: Right now, you can get 20% off plus a FREE starter kit when you shop exclusively at Piquelife.com/DIVINE. Cremo: Head to Target or Target.com to find Cremo's new line of antiperspirants and deodorants in the Italian Bergamont and Palo Santo scents.   

The Unbeatable Mind Podcast with Mark Divine
508. Unleashing Insight: The Intuition Mountain

The Unbeatable Mind Podcast with Mark Divine

Play Episode Listen Later Mar 18, 2025 37:07


On this episode of The Unbeatable Mind, Mark Divine continues his journey into the world of Five Mountain Development, this time highlighting the key role intuition plays in human development.    Drawing from his experiences in the SEAL teams, the corporate world, and his personal meditation practice, Mark explores three types of intuition: instinctual, emphatic, and insightful. Whether it's life-saving instincts on the firing range, or heart-driven insights whilst traversing a dangerous crevasse, Mark's experience with intuition is not only deeply personal, but has played a crucial role in his life. Thankfully, this allows Mark to provide practical techniques for one to cultivate intuition—drawn from ancient traditions and mindfulness practices. These techniques can not only enhance awareness and presence, but are essential in a world characterized by rapidly evolving technology.   Key Topics Include: Types of Intuition: Listen to Mark cover the three types of intuition—-instinctual (gut), emphatic (heart), and insightful (mind), and how each type offers a unique role in navigating life's complexities.  Intuition in the Age of AI: Discover how skills like creativity and empathy are going to be more valuable than ever before as we prepare for an unpredictable future.  Pattern Recognition: Learn how our ability to recognize patterns over time can contribute to intuitive insight.  Engaging With Nature: Find out how connecting with nature with a quiet mind can not only help us connect deeply with our environment, but enhance intuitive capabilities as well.   Mark Divine is a former Navy SEAL Commander, entrepreneur, and NYT Bestselling author with PhD in Global Leadership and Change who has dedicated his life to unlocking human potential through integrated training in mental toughness, leadership, and physical readiness. Mark's journey began in New York City, where his fascination with eastern philosophy and martial arts set the stage for a transformative path. After a successful stint as a consultant at PriceWaterhouse Coopers, he made the pivotal decision to join the Navy SEALs at 25. Over two decades of service, Mark commanded critical missions globally, retiring as a Commander in 2011. Mark has trained elite organizations including Google, Nike, SpaceX, Boeing, Harvard University, The Olympics, YPO, and many others.Co-founding ventures such as SEALFIT, Unbeatable Mind, LLC, and Coronado Brewing Company have allowed Mark to blend his military expertise with entrepreneurial spirit. SEALFIT, born from his SEAL training insights, revolutionized physical and mental conditioning, impacting diverse groups from executives to athletes.Inspired by his military service, Mark founded the Courage Foundation to support veterans in holistic healing and restoration of purpose. Advocating for mental resilience and compassionate leadership, he aims to impact 100 million lives, fostering a more connected and courageous world.   Mark's Links:  LinkedIn: https://www.linkedin.com/in/markdivine/   Youtube: https://www.youtube.com/@markdivineshow  Facebook:https://www.facebook.com/RealMarkDivine/  Instagram: https://www.instagram.com/sealfit/?hl=en https://www.instagram.com/markdivineleadership/    Sponsors and Promotions: Defender: Design your Defender at LandRoverUSA.com!  Momentous: Go to livemomentous.com and try it today at 20% off with code DIVINE, and start living on purpose. NordVPN: To get the best discount off your NordVPN plan, go to our link -  https://nordvpn.com/markdivine which will also give you 4 extra months on the 2-year plan. There's no risk with Nord's 30-day money-back guarantee! Pique: Right now, you can get 20% off plus a FREE starter kit when you shop exclusively at Piquelife.com/DIVINE.