Send us a text “Have faith and trust in the universe.” – Brent Mekosh Jeffrey Feldberg and Brent Mekosh talk about the kind of mindset to look for in a wealth advisor as well as an investor. Brent talks about what to do and not do in choppy markets. Brent leans on his experience in the market starting off as a trader in the New York Stock Exchange, and later, Vice President of trading for Bear Wagner Specialists and a member of the NYSE. Jeffrey and Brent talk about how mindset is also key for s...
Jul 05, 2023•42 min•Season 3Ep. 244
Send us a text “Nothing really matters as much as you think it does.” – Kevin Palmieri Jeffrey Feldberg and Kevin Palmeiri talk about the importance of mindset for success in both business and life. Kevin shares his origin story of how he appeared successful on the outside but was lacking fulfillment and feeling miserable. Kevin co-founded Next Level University and has hosts two leading podcasts. Kevin’s entrepreneurial journey taught him the importance of incorporating fulfillment into success ...
Jul 03, 2023•42 min•Season 3Ep. 243
Send us a text “Prioritize your health and family as much as your business.” – Jeremy Straub Jeremy overcame Stage 4 throat cancer while still running large companies. His father owned multiple successful car dealerships in the northeast and lost everything in the recession. Seeing what happened to his dad, Jeremy decided he would never put all his eggs in one basket. Today he owns 9 businesses in 5 industries with 1,500 employees and 250,000 clients, generating over $100 million a year in reven...
Jun 28, 2023•42 min•Season 3Ep. 242
Send us a text “Accept where you are and where you are going.” – Rob Schwartz Jeffrey Feldberg and Rob Schwartz are discussing the success of the book "Tuesdays with Morrie" and the new book "Wisdom of Morrie". They are discussing the story behind the books and how they have impacted people's lives. They are also discussing the importance of having a moral compass and how to promote the books. Rob suggests that people prioritize both their business and personal relationships, and that the most i...
Jun 26, 2023•54 min•Season 3Ep. 241
Send us a text “Make the decision to focus on your health today so you’ll enjoy a wonderful healthy life tomorrow with your family, grand children, and life’s magic moments.” – Philip Ovadia “Help enough people get what they want so you can get what you want.” - Alan Wozniak Jeffrey Feldberg has a health round table with Dr. Phil Ovadia who is a heart surgeon and author of Stay Off My Operating Table, and Alan Wozniak who recently had a successful liquidity event. Jeffrey, Dr. Ovadia, and Alan s...
Jun 21, 2023•51 min•Season 3Ep. 240
Send us a text “Do the thing that you love.” – Nancy Erickson Jeffrey Feldberg and Nancy Erickson discussed Nancy's career journey and how she created a system to help people turn their ideas into published books. Nancy's system helps people crystallize their message, create a purpose statement, and turn their ideas into a professional book product. Nancy also provides book mapping services to help authors create a series of books from the same material. Nancy advises against using ghostwriters ...
Jun 19, 2023•45 min•Season 3Ep. 239
Send us a text “Move, pick up weights, get outside and stay active every day.” – Charles Mayfield Farrow founder Charles Mayfield’s interest in clean food began when, as a personal trainer, he began researching nutrition to help his clients reach their fitness goals—and eventually co-authored three paleo cookbooks. The more Charles learned, the more he realized it’s not just the kinds of food we eat that impacts our health, but also the way that food is grown. He spent years researching farming ...
Jun 14, 2023•47 min•Season 3Ep. 238
Send us a text “Start your goals and dreams earlier.” - Wayne Baker Imagine you're on a deadline for a big project and feeling overwhelmed, or you're looking for a new job, but you can't seem to get your foot in the door, or perhaps you're facing a personal challenge and just don't know what to do. What do these problems have in common? They can all be solved simply by reaching out to a colleague, friend, acquaintance, or wider network and making an ask. Studies show that asking for help makes u...
Jun 12, 2023•39 min•Season 3Ep. 237
Send us a text “Make being an integral person your life goal.” - Brad Smith Brad Smith is the founder and CEO of Stellar Insight Inc. a business growth consulting and coaching company. Brad has been a chemist, production plant and equipment designer, a business manager, a business consultant, and an executive coach for CEOs and business owners among other things. He pursues insight and understanding into the convergence of business success, organizational excellence, and the practical actions it...
Jun 07, 2023•37 min•Season 3Ep. 236
Send us a text “Take the time to figure out what you’re good at.” - Rocky Lalvani Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of strugg...
Jun 05, 2023•43 min•Season 3Ep. 235
Send us a text “You can never have too much education.” - Per Sjofers Per Sjofors, aka “The Price Whisperer”, is the Founder of Sjofors & Partners. Pricing has always been an interest area for Per. As a serial entrepreneur, running companies in Europe and the US, he did pricing experiences. Some of these worked spectacularly well, some did not work at all. As a result, Per founded his company out of his frustration that what business schools teach about pricing is too abstract, and too acade...
May 31, 2023•45 min•Season 3Ep. 234
Send us a text “Questions the so-called health authorities and ask the question “why” - Dr. Oksana Sawiak Dr. Sawiak retired from Biologic Dentistry, where she was the first woman in the world to achieve the Master of the Academy of Dentistry. Seeing a need for people to make more educated choices to protect their health, she pursued her Doctor in Integrative Medicine and now practices Integrative Wellness, helping people from all over the world to uncover the causes of their illness, not just m...
May 29, 2023•42 min•Season 3Ep. 233
Send us a text “Small actions over time add up to make a big difference.” - Hannah Newman Hannah is a licensed Functional Medicine practitioner who specializes in hormones, gut health, and advanced biomarker protocols. She has advanced training certifications in nutrigenomics, hormones, toxin exposure, longevity medicine, positive psychology, sleep science, and gut health from the American Academy of Anti-Aging Medicine and Institute of Functional Medicine. She is the founder of Healthi with Han...
May 24, 2023•44 min•Season 3Ep. 232
Send us a text “Life is so good. You have many wonderful opportunities ahead of you, and you have it in your hands to make the future, whatever you want it to be” - Devin Durrant Devin Durrant is the owner of multiple real estate–centric companies. After succeeding as a consensus All-American at Brigham Young University and a two-time Academic All-American, he played for the Indiana Pacers. As an elite athlete, Devin learned how important values were for team and individual success. In real esta...
May 22, 2023•51 min•Season 3Ep. 231
Send us a text “When people feel that they're being heard they feel respected.” - Tim Brown As Chief Client Services Officer and Global Head of the BPB Family Office, Tim Brown helps lead Berkowitz Pollack Brant CPA's focus on family offices, cross-border global families, entrepreneurs/closely held businesses, tax strategy/estate planning/structuring and commercial real estate (www.bpbcpa.com). The BPB Family Office serves as a multi-faceted and fiduciary based “Virtual Single-Family Office” pla...
May 17, 2023•48 min•Season 3Ep. 230
Send us a text “Don’t worry about what others say about you.” - Simon Chan Simon Chan is a consistency coach and founder of MLM Nation, a business-training company. After starting his entrepreneurial career in 2003, he built a million-dollar business with over 200,000 distributors. Now an international speaker and trainer, Simon helps business owners stay consistent, defeat overwhelm, and build a successful business online. He is the host of the MLM Nation Podcast, the number one direct selling ...
May 16, 2023•38 min•Season 3Ep. 229
Send us a text “Take a holistic approach to financial planning.” - Pete Bush “Pay attention to the big events happening around you.” - Bill Bush Pete Bush, CFP®, is the CEO and partner of Horizon Financial Group, a full-service financial planning, investment advisory, and retirement planning firm. Focused on bringing confidence and clarity to his clientele, Pete has worked in the industry since 1991, serving clients who include business executives, retirees, and professional athletes. Bill Bush ...
May 10, 2023•50 min•Season 3Ep. 228
Send us a text "When you’re the underdog figure out to use this to your advantage." - Gina Schaefer Gina Schaefer is the founder and CEO of over a dozen hardware stores in Washington, DC, Baltimore, MD, and the surrounding areas. As a member of the Ace Hardware Cooperative, Gina leads a multimillion-dollar business that employs more than 250 people. She is dedicated to maintaining a strong corporate culture and has begun a transfer of ownership through an ESOP to her teammates. Schaefer’s big pa...
May 08, 2023•45 min•Season 3Ep. 227
Send us a text Anthony Butler is the founder of the digital marketing agency Can-Do Ideas and the creator of the Primal Storytelling™ content system. He is the author of Primal Storytelling, Marketing for Humans, and is a highly regarded expert in brand storytelling and digital marketing. Anthony graduated from the United States Military Academy at West Point, and the US Army Ranger School. He is a combat veteran and commanded an infantry company in Iraq during the invasion of Baghdad. He is als...
May 03, 2023•41 min•Season 3Ep. 226
Send us a text “Don't work till exhaustion.” - Tara Mullarkey Tara Mullarkey went from being raised by a single mom, leaving corporate with no job prospects, to building a multi-million dollar online business. Back in New York City, Tara underwrote, sold and managed over $500 million in highly leveraged loans in the corporate finance sector, worked for the largest hedge fund in the world as well as a Fortune 50 company. After retiring from Wall Street & Corporate America and graduating with ...
May 01, 2023•44 min•Season 3Ep. 225
Send us a text “It's easier than you think.” - Rachael J. Brown Rachael J. Brown earned her plant-based nutrition certification and food and sustainability certification from the T. Colin Campbell Center for Nutrition Studies and eCornell. After being diagnosed with high cholesterol in her late 20s, she discovered The China Study and started exploring the science of nutrition. After she ate WFPBNO for just 17 days, her cholesterol dropped 50 points. That was the beginning of her family’s journey...
Apr 26, 2023•48 min•Season 3Ep. 224
Send us a text “God has gifted you and one of the adventures in life is to figure out what those gifts are.” - Jerome Fogel Jerome Fogel is the co-founder of Fogel & Potamianos LLP. He is known as a dealmaker and innovator in the legal community. He represents successful entrepreneurs, corporations, and sports and entertainment stars. He also serves as the go-to offsite general counsel for a number of small and lower middle market companies. Click here to subscribe to The Sell My Business Po...
Apr 24, 2023•46 min•Season 3Ep. 223
Send us a text "To be successful you need focus, drive, enthusiasm, discipline, and optimism. Five things, one for each finger."- Gregory Shepard Gregory Shepard is a 20-year startup veteran, angel investor, author, and serial entrepreneur with 12 liquidity events under his belt in BioTech, TransTech, AdTech, and MarTech industries, two of which were sold as part of a $925M transactions that won 4 private equity awards for transactions between $250M and $1B. Greg has accomplished all this while ...
Apr 19, 2023•48 min•Season 3Ep. 222
Send us a text “What has to happen over that period of time for you to feel like those three years were just like amazing?” - Patrick Cummings Patrick Cummings is an entrepreneur, business coach, wealth management advisor, and published author committed to helping others balance their lives for happier outcomes. He worked in the corporate world for twelve years before deciding, when his children were toddlers, to start his own business and gain control of his time. An active member of his commun...
Apr 17, 2023•34 min•Season 3Ep. 221
Send us a text “As a leader we can't assume people will follow us.” - Laurie Barkman 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first. Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers andacquisitions firm, she guides them through...
Apr 12, 2023•51 min•Season 3Ep. 220
Send us a text “Keep that prefrontal cortex online.” - Odille Remmert Toward the end of 2015, Odille Remmert was divorced, depressed, renting a room in a shared house in England, cleaning other people's houses, and unable to pay her bills. Using the techniques and tools in the new book she co-authored with her husband: "Change What Happened to You: How to Use Neuroscience to Get the Life You Want by Changing Your Negative Childhood Memories" - Odille turned her life around completely. Now living...
Apr 10, 2023•47 min•Season 3Ep. 219
Send us a text “Don't go at it alone, make friends and build teams because it's a lot more fun along the way.” - Kurt Davis Kurt Davis is a technology executive and investor with over two decades of experience building tech startups throughout Silicon valley, Europe and Asia. From 2008 to 2017, he worked with a startup called Boku where he led global business development, focusing on deals with the Apple, Microsoft, Spotify, Sony, and more. Kurt's book Navigate to the Light House, A Silicon Vall...
Apr 05, 2023•42 min•Season 3Ep. 218
Send us a text “It's gonna be all right.” - Alex Brueckmann Alex is a strategy facilitator, author, and speaker. He helps businesses create strategic clarity and direction. While most of Alex clients are billion dollar companies, his books hold valuable insights for both small business owners and corporate leaders. His new book comes out on March 28, and is called "Secrets of Next Level Entrepreneurs - 11 Powerful Lessons to Thrive in Business and Lead a Balanced Life". Click here to subscribe t...
Apr 03, 2023•43 min•Season 3Ep. 217
Send us a text Are you feeling frazzled and distracted, as though your attention span has vanished? If you answered “yes,” you’re not alone. Endless screens, notifications, and distractions compete for your attention span. Business models from social media companies focus on one thing. The focus is on how to grab your attention span for profit. Society is the emperor with no clothes. We’re enriching the companies robbing us of our attention spans. Here’s a rhetorical question for you: Do you wan...
Mar 29, 2023•34 min•Season 3Ep. 216
Send us a text “Find your village and surround yourself and listen to the people that are going to positively influence your momentum forward.” - Kelley Powell Kelley Powell is the Founder of MacLaurin Group, a company providing technology operating partner services to portfolios of private equity companies. Supporting companies in growth and M&A activities, Kelley brings a unique experience from founder-led organization to multiple private equity-led cycles. Kelley is an avid mentor, angel ...
Mar 27, 2023•50 min•Season 3Ep. 215
